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BE vs VRT
Which Stock Would AI Choose? Bloom Energy (BE) vs. Vertiv Holdings Co (VRT) Stock Comparison
Key Takeaways
- Bloom Energy (BE) has delivered explosive year-to-date gains exceeding 230%, driven by record Q1 revenue growth of 130% and AI data center demand, with raised full-year guidance to $3.4–$3.8 billion.
- Vertiv Holdings Co (VRT) shows strong momentum with over 100% YTD returns, fueled by 30% Q1 sales growth, adjusted EPS beats, and elevated full-year outlook amid robust bookings.
- Both stocks benefit from AI infrastructure tailwinds, but VRT exhibits greater profitability with positive EPS, while BE trades at higher multiples amid volatility.
- Recent performance highlights BE's 100%+ monthly surge versus VRT's 28–30% rise, reflecting relative positioning in power generation and cooling solutions.
- Market sentiment favors both for data center exposure, though VRT carries lower risk via established margins and scale.
Introduction
Bloom Energy (BE) and Vertiv Holdings Co (VRT) represent key players in the surging demand for data center infrastructure, particularly power solutions amid the AI boom. BE focuses on solid oxide fuel cells for on-site generation, while VRT provides critical power management and thermal systems. This stock comparison analyzes their recent performance, growth drivers, and relative strengths, aiding traders seeking momentum plays and investors eyeing long-term AI exposure. Both have outperformed broader markets in recent weeks, offering insights into sector rotation and risk-reward trade-offs.
BE Overview and Recent Performance
Bloom Energy Corporation (BE) designs, manufactures, and installs solid oxide fuel cell systems for on-site power generation, targeting data centers, utilities, and industrial clients. The company converts fuels like natural gas or hydrogen into electricity via electrochemical processes, positioning it as a clean, distributed energy provider amid grid constraints.
In recent market activity, BE stock has surged over 100% in the past month and more than 230% year-to-date, approaching 52-week highs near $300. This momentum stems from record Q1 2026 results, with revenue of $751 million (up 130% year-over-year) and product sales jumping 208%, driven by hyperscaler demand including an expanded Oracle partnership. Management raised full-year revenue guidance to $3.4–$3.8 billion, reflecting a ~80% growth midpoint and backlog exceeding $20 billion. Sentiment has shifted positively on AI power catalysts, though high volatility and negative trailing EPS underscore execution risks in scaling production.
VRT Overview and Recent Performance
Vertiv Holdings Co (VRT) designs, manufactures, and services critical digital infrastructure, including power management, thermal solutions, and integrated rack systems for data centers, networks, and industrial environments worldwide.
Recent weeks have seen VRT advance approximately 28–30% monthly and over 100% year-to-date, with shares testing 52-week highs above $340. Key drivers include Q1 2026 net sales of $2.65 billion (up 30% year-over-year, Americas up 53%) and adjusted EPS of $1.17, beating consensus. Full-year guidance was lifted to $13.75 billion in sales (34% growth) and adjusted EPS of $6.30–$6.40 (51% rise), supported by record bookings and cash flow. Acquisitions like Strategic Thermal Labs enhance liquid-cooling capabilities for high-density AI racks, boosting sentiment on sustained infrastructure demand while profitability provides a stability edge.
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Head-to-Head Comparison
BE and VRT both capitalize on AI-driven data center power needs but diverge in business models: BE's fuel cells offer decentralized, fuel-flexible generation for grid-independent sites, contrasting VRT's end-to-end power, cooling, and rack integration for hyperscale facilities.
Growth drivers align on AI expansion, with BE boasting a $20 billion backlog and hyperscaler deals like Oracle, versus VRT's record orders and liquid-cooling acquisitions. Recent momentum favors BE's steeper rally (1,600%+ one-year), but VRT shows steadier climbs (250%+ one-year) with positive EPS versus BE's losses.
Risk factors include BE's higher beta, production scaling, and lofty P/S multiples, balanced by VRT's debt and valuation stretch despite superior ROE (return on equity). Both share industrials sector exposure, but VRT garners stronger buy ratings. Sentiment tilts bullish, with trade-offs in BE's upside potential versus VRT's stability.
Tickeron AI Verdict
Tickeron’s AI currently favors VRT over BE for near-term positioning, based on superior trend consistency, profitability, and momentum amid data center tailwinds. While BE shows higher growth velocity and backlog strength, VRT's positive EPS, raised guidance, and lower relative volatility suggest a higher probability of outperformance in current conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BE is a StrongBuy and VRT is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BE’s FA Score shows that 2 FA rating(s) are green whileVRT’s FA Score has 2 green FA rating(s).
- BE’s FA Score: 2 green, 3 red.
- VRT’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BE’s TA Score shows that 5 TA indicator(s) are bullish while VRT’s TA Score has 5 bullish TA indicator(s).
- BE’s TA Score: 5 bullish, 4 bearish.
- VRT’s TA Score: 5 bullish, 5 bearish.
Price Growth
BE (@Electrical Products) experienced а -14.58% price change this week, while VRT (@Electrical Products) price change was -8.04% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was +0.85%. For the same industry, the average monthly price growth was +4.96%, and the average quarterly price growth was +11.40%.
Reported Earning Dates
BE is expected to report earnings on Jul 30, 2026.
VRT is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Electrical Products (+0.85% weekly)The industry produces a diverse range of electricity-powered equipment, appliances and components, catering to both households and industries. The products include power, distribution and specialty transformers; electric motors, generators and motor-generator sets; switchgear and switchboard apparatus; light bulbs, tubes, fittings and electric signs etc. Consumer income, construction spending, and industrial production are major drivers of demand for this industry’s products. Large companies tend to have economies of scale in production, marketing, and distribution, while smaller companies can potentially carve out their own market through niche or specialty offerings. The US electrical products manufacturing industry includes about 5,700 establishments (single-location companies and units of multi-location companies) with combined annual revenue of about $125 billion. (according to a study published in First Research). Emerson Electric Co., Hubbell Incorporated and Eaton Corporation plc are major electrical products makers in the U.S.
| BE | VRT | BE / VRT | |
| Capitalization | 70.8B | 114B | 62% |
| EBITDA | 113M | 2.32B | 5% |
| Gain YTD | 186.431 | 83.909 | 222% |
| P/E Ratio | 1841.88 | 74.84 | 2,461% |
| Revenue | 2.45B | 10.8B | 23% |
| Total Cash | 2.49B | 2.5B | 100% |
| Total Debt | 2.95B | 3.27B | 90% |
BE | VRT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 59 | 58 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 10 | 12 | |
SMR RATING 1..100 | 91 | 22 | |
PRICE GROWTH RATING 1..100 | 34 | 39 | |
P/E GROWTH RATING 1..100 | 9 | 35 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
VRT's Valuation (88) in the null industry is in the same range as BE (100) in the Electrical Products industry. This means that VRT’s stock grew similarly to BE’s over the last 12 months.
BE's Profit vs Risk Rating (10) in the Electrical Products industry is in the same range as VRT (12) in the null industry. This means that BE’s stock grew similarly to VRT’s over the last 12 months.
VRT's SMR Rating (22) in the null industry is significantly better than the same rating for BE (91) in the Electrical Products industry. This means that VRT’s stock grew significantly faster than BE’s over the last 12 months.
BE's Price Growth Rating (34) in the Electrical Products industry is in the same range as VRT (39) in the null industry. This means that BE’s stock grew similarly to VRT’s over the last 12 months.
BE's P/E Growth Rating (9) in the Electrical Products industry is in the same range as VRT (35) in the null industry. This means that BE’s stock grew similarly to VRT’s over the last 12 months.
| BE | VRT | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 86% | 2 days ago 88% |
| Stochastic ODDS (%) | 2 days ago 76% | 2 days ago 88% |
| Momentum ODDS (%) | 2 days ago 86% | 2 days ago 76% |
| MACD ODDS (%) | 3 days ago 85% | 2 days ago 79% |
| TrendWeek ODDS (%) | 2 days ago 84% | 2 days ago 78% |
| TrendMonth ODDS (%) | 2 days ago 83% | 2 days ago 83% |
| Advances ODDS (%) | 23 days ago 86% | 11 days ago 85% |
| Declines ODDS (%) | 5 days ago 84% | 3 days ago 76% |
| BollingerBands ODDS (%) | 2 days ago 85% | 2 days ago 85% |
| Aroon ODDS (%) | 2 days ago 87% | 2 days ago 90% |
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BE and
Correlation & Price change
A.I.dvisor indicates that over the last year, BE has been loosely correlated with RUN. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if BE jumps, then RUN could also see price increases.
VRT and
Correlation & Price change
A.I.dvisor indicates that over the last year, VRT has been loosely correlated with AEIS. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if VRT jumps, then AEIS could also see price increases.
| Ticker / NAME | Correlation To VRT | 1D Price Change % | ||
|---|---|---|---|---|
| VRT | 100% | +6.01% | ||
| AEIS - VRT | 59% Loosely correlated | +10.49% | ||
| NVT - VRT | 59% Loosely correlated | +4.93% | ||
| BE - VRT | 56% Loosely correlated | +6.25% | ||
| POWL - VRT | 53% Loosely correlated | +10.72% | ||
| HUBB - VRT | 51% Loosely correlated | +0.37% | ||
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