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BE vs VRT
Which Stock Would AI Choose? Bloom Energy (BE) vs. Vertiv Holdings (VRT) Stock Comparison
Key Takeaways
- Bloom Energy (BE) specializes in solid oxide fuel cells for on-site power, posting 37% revenue growth in 2025 with a $20B backlog fueled by AI data center demand.
- Vertiv Holdings (VRT) leads in data center cooling and power management, achieving 28% organic sales growth and a $15B backlog amid hyperscale expansions.
- Both stocks have surged YTD—BE up ~60% and VRT ~70%—vastly outperforming the S&P 500's modest gains.
- VRT trades at a premium with positive earnings (P/E ~77) versus BE's losses (negative P/E), reflecting profitability differences.
- Recent volatility in BE from insider sales contrasts VRT's steady momentum via manufacturing expansions.
- Tickeron's AI models lean toward VRT for superior earnings quality and growth visibility.
Introduction
Bloom Energy (BE) and Vertiv Holdings (VRT) operate in the booming data center infrastructure space, where surging AI demand drives need for reliable power and cooling. BE provides fuel cell-based on-site generation, while VRT offers thermal and power management solutions. This stock comparison analyzes their recent performance, growth drivers, and market positioning, aiding traders eyeing relative performance in industrials and investors tracking AI-related plays. Both have delivered explosive gains amid sector tailwinds, but contrasts in profitability and scale offer key trade-offs.
BE Overview and Recent Performance
Bloom Energy Corporation (BE) designs and deploys solid oxide fuel cell systems for on-site power generation, supporting data centers, utilities, and industrial sites with clean, resilient energy. In recent market activity, BE shares have shown high volatility, surging over 60% YTD and ~690% over the past year, far outpacing the S&P 500. Key influences include Q4 2025 results with $778M revenue (up 36% YoY) and $0.45 EPS beating estimates, alongside a $20B backlog from AI-driven demand. Recognition as No. 2 in Newsweek's Most Trustworthy Companies (Energy & Utilities) and a new CFO appointment bolstered sentiment. However, insider selling (~$63M in shares over 90 days) and a March pullback from $180 highs tempered gains, with the stock trading around $146 amid broader energy resilience themes.
VRT Overview and Recent Performance
Vertiv Holdings Co (VRT) designs, manufactures, and services critical digital infrastructure, including power and thermal solutions for data centers, networks, and industrial environments. Recent weeks have seen VRT extend its strong run, up ~70% YTD and over 300% annually, outperforming benchmarks. Driving factors include 28% organic sales growth in 2025, Q4 revenue of $2.88B, and a $15B backlog tied to AI hyperscalers. Expansions in Ohio manufacturing for thermal tech and S&P 500 inclusion fueled momentum, with shares near $281. Analyst upgrades and 27% revenue CAGR underscore execution, though high beta (2.05) amplifies market swings.
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Head-to-Head Comparison
Bloom Energy (BE) and Vertiv Holdings (VRT) both capitalize on AI data center expansion, but differ in focus: BE's fuel cells address on-site power resilience amid grid strains, while VRT's cooling/power systems support hyperscale operations. Growth drivers align on AI catalysts—BE with 37% revenue jump and $20B backlog, VRT at 28% organic growth and $15B orders—but VRT shows superior scale ($10B+ annual revenue vs. BE's $2B). Recent momentum favors VRT's steadier climb, versus BE's volatility from profit losses. Risks include BE's execution on scaling (negative margins) and VRT's supply chain pressures. Sector exposure is purer for BE in clean energy, diversified for VRT. Sentiment tilts to VRT on profitability, though BE offers higher beta upside.
Tickeron AI Verdict
Tickeron’s AI currently favors VRT over BE, based on stronger earnings consistency, larger backlog visibility, and 27-29% organic growth projections in proven AI infrastructure. While BE exhibits robust backlog potential, VRT's profitability and diversification provide higher trend stability and lower relative risk in the near term.
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 Hold 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 3 green FA rating(s).
- BE’s FA Score: 2 green, 3 red.
- VRT’s FA Score: 3 green, 2 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, 5 bearish.
- VRT’s TA Score: 5 bullish, 3 bearish.
Price Growth
BE (@Electrical Products) experienced а +24.69% price change this week, while VRT (@Electrical Products) price change was +4.14% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was +4.95%. For the same industry, the average monthly price growth was +6.02%, and the average quarterly price growth was +1.24%.
Reported Earning Dates
BE is expected to report earnings on Apr 28, 2026.
VRT is expected to report earnings on Apr 22, 2026.
Industries' Descriptions
@Electrical Products (+4.95% 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 | 59.1B | 118B | 50% |
| EBITDA | 20M | 2.14B | 1% |
| Gain YTD | 139.222 | 89.749 | 155% |
| P/E Ratio | 1841.88 | 90.13 | 2,044% |
| Revenue | 2.02B | 10.2B | 20% |
| Total Cash | 2.45B | 1.73B | 142% |
| Total Debt | 2.99B | 3.23B | 93% |
BE | VRT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 9 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 14 | 11 | |
SMR RATING 1..100 | 93 | 22 | |
PRICE GROWTH RATING 1..100 | 34 | 35 | |
P/E GROWTH RATING 1..100 | 11 | 22 | |
SEASONALITY SCORE 1..100 | 85 | 85 |
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 (95) 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.
VRT's Profit vs Risk Rating (11) in the null industry is in the same range as BE (14) in the Electrical Products industry. This means that VRT’s stock grew similarly to BE’s over the last 12 months.
VRT's SMR Rating (22) in the null industry is significantly better than the same rating for BE (93) 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 (35) 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 (11) in the Electrical Products industry is in the same range as VRT (22) in the null industry. This means that BE’s stock grew similarly to VRT’s over the last 12 months.
| BE | VRT | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 85% | 3 days ago 61% |
| Stochastic ODDS (%) | 3 days ago 83% | 3 days ago 75% |
| Momentum ODDS (%) | 3 days ago 79% | 3 days ago 85% |
| MACD ODDS (%) | 3 days ago 90% | 3 days ago 79% |
| TrendWeek ODDS (%) | 3 days ago 84% | 3 days ago 83% |
| TrendMonth ODDS (%) | 3 days ago 85% | 3 days ago 85% |
| Advances ODDS (%) | 6 days ago 85% | 6 days ago 85% |
| Declines ODDS (%) | 3 days ago 84% | 4 days ago 76% |
| BollingerBands ODDS (%) | 3 days ago 80% | 3 days ago 85% |
| Aroon ODDS (%) | 3 days ago 78% | 3 days ago 83% |
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VRT and
Correlation & Price change
A.I.dvisor indicates that over the last year, VRT has been loosely correlated with NVT. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if VRT jumps, then NVT could also see price increases.
| Ticker / NAME | Correlation To VRT | 1D Price Change % | ||
|---|---|---|---|---|
| VRT | 100% | +4.49% | ||
| NVT - VRT | 65% Loosely correlated | +3.85% | ||
| AEIS - VRT | 65% Loosely correlated | +0.91% | ||
| HUBB - VRT | 59% Loosely correlated | +2.66% | ||
| POWL - VRT | 51% Loosely correlated | +3.52% | ||
| BE - VRT | 48% Loosely correlated | -1.05% | ||
More | ||||