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Bloom Energy Corp (BE) — chart, structure and Closelooknet read

The Closelooknet read

Bloom Energy builds solid-oxide fuel-cell systems that generate electricity on site, at the customer’s building or campus, from natural gas, biogas or hydrogen without combustion. Its Energy Server platform is sold and financed to data-centre operators, utilities, hospitals, manufacturers and retailers that want power they control, delivered faster than a new grid connection and with lower emissions than diesel or grid gas.

Detail below: the desk's view, the earnings record, peers and the company snapshot; daily prices on the price-history tab. Agents can buy the score depth per call over HTTP 402 — see the catalogue. Research diary readings, not advice.

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Signals for this name

Every Closelooknet reading that exists for BE, from the same nightly bakes the boards use. Research diary readings, not advice.

Versus its index Rubin Build-Out 100 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelooknet index and its own sleeve — equal-weight, nightly closes.

Rubin Build-Out 100 · as of 2026-11-05

DayWeekMonth3 months
BE−16.4%−24.6%−42.5%−23.6%
DC Power & Electrical−10.1%−18.9%−30.5%—
Rubin Build-Out 100−9.9%−19.2%−31.3%—

Against the index: 5.4 pts behind on the week, 11.2 pts behind on the month; against its DC Power & Electrical sleeve 12.0 pts behind on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Mentioned on Closelooknet 21 pieces · newest: Midday 10, “Tech — the tape buys the reporters: Nasdaq-100 +1.1%, Meta +2.4%, Tesla +3.6% hours before their prints” (2026-10-21)

Mentioned on Closelooknet

Where BE appears in the diary — 21 pieces, newest first. Every link is our own writing.

101 and glossary

  • Constraint Sectors: Why Bottlenecks Equal Pricing Power101Key Companies BESI BE Semi Hybrid bonding — advanced packaging constraint ADVT ★ Sentinel Advantest ATE — testing constraint VRT Vertiv Liquid cooling — thermal constraint MOD Modine Thermal management DISC DISCO Precision manufacturing …
  • Non-US Tech: The Widest Valuation Gap in a Decade101Key Companies ASML ★ Sentinel ASML Monopoly — 30x P/E vs NVIDIA 50x+ ADVT ★ Sentinel Advantest Testing monopoly — mid-teens P/E BESI BE Semiconductor Hybrid bonding leader — discount to peers TEL Tokyo Electron Deposition/etch — discount…
  • The Packaging Bottleneck: Advanced Packaging as the AI Chokepoint101Key Companies TSM TSMC CoWoS monopoly — packaging capacity owner BESI BE Semiconductor Hybrid bonding equipment leader ASX ASE Technology Largest OSAT provider IBDN Ibiden Advanced packaging substrates
  • Why Functional Indices Beat Cap-Weighted Semiconductor ETFs101Key Companies ASML ★ Sentinel ASML Lithography monopoly — EUV & High-NA ADVT ★ Sentinel Advantest Testing bottleneck — ATE market leader MU ★ Sentinel Micron Memory cycle — HBM & DDR5 BESI BE Semi Hybrid bonding — advanced packaging VRT…
  • Why Semiconductor ETFs Miss the Real Story101Key Companies SMH VanEck Semiconductor ETF ~25% NVIDIA, cap-weighted SOXX iShares Semiconductor ETF Modified equal-weight, still top-heavy BESI BE Semiconductor Excluded from SMH — packaging constraint ADVT ★ Sentinel Advantest Minimal…

Dailies

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 44/100 · S&P 500 fund at 48, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-11-05
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 73th percentile of the window, -21.7% over 20 sessions. Factor regime → 2026-11-04
  • Sector × region Industrials in US: −4.5% week · −3.2% month · −12.0% quarter · −6.1% yearThe Sector Engine cell this name lives in, from XLI.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-11-05
  • Sovereign pressure Index -1.79 · down 2.53 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-11-04
How it trades on rate days beta 0.29 to TLT · on the worst bond days it fell more than the market

How it trades on rate days

How BE has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.29 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), Bloom Energy Corp moved 0.29% on average · correlation 0.03 · higher than 22% of US names
  • Beta, last 3 months −0.43 less rate-sensitive lately than over the year
  • On the 10 worst bond days −2.29% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days −3.10% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against Rubin Build-Out 100 · DC Power & Electrical · 3 names with week and year-to-date

Peer group

Rubin Build-Out 100 · DC Power & Electrical

Switchgear, grid-to-site power, and on-site generation. Power is becoming the binding constraint on data-centre growth.

Compared against BE on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — Bloom Energy Corp

BE in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Bloom Energy builds solid-oxide fuel-cell systems that generate electricity on site, at the customer’s building or campus, from natural gas, biogas or hydrogen without combustion. Its Energy Server platform is sold and financed to data-centre operators, utilities, hospitals, manufacturers and retailers that want power they control, delivered faster than a new grid connection and with lower emissions than diesel or grid gas. The same solid-oxide technology runs in reverse as an electrolyser that produces hydrogen. The company is based in San Jose, California, manufactures in the United States and sells through direct contracts, power-purchase agreements and utility partnerships.
Where it sits in the stack
In Rubin, our build-out index, Bloom sits in Layer 7, AI Factory, in the DC Power & Electrical sleeve — the companies that bring electricity to the rack when the grid cannot. Its customers are the data-centre builders and the utilities serving them; its constraint is the power connection, which is why the diary files it under the power question rather than the chip question.
Who it is priced against
Inside the DC Power & Electrical sleeve it is priced against Vertiv, Eaton and Schneider Electric on the equipment side and against GE Vernova on the generation side. The market’s wider comparison is with the on-site and behind-the-meter power names that data-centre demand has pulled forward, and with the gas-turbine makers whose delivery queues are the reason a fuel cell gets ordered.
Why Closelooknet tracks it
Bloom holds a seat in Rubin, so it is in the daily tape of the build-out index. It carries a Closelooknet score in which momentum reads strongest and valuation weakest — the shape of a name the market has already re-rated on the power constraint. The diary tracks it as the cleanest listed expression of the question whether AI data centres will be powered on site when the grid queue is measured in years.
What the diary watches
Order announcements from data-centre operators and utilities, the pace of factory capacity additions, and margins as volumes rise; against that, the valuation module of the score and the sleeve’s regime reading, which decide whether the diary treats a pullback as a level or a warning.

Bloom Energy Corp (BE) trades on US exchanges, classified under Industrials, and sits in Layer 7 of the build-out stack. Constituent of Rubin Build-Out 100.

The Closelooknet company score reads 42/100 composite (momentum 31, quality 52, valuation 21) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written by the Closelooknet desk, 2026-09-18. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

The Street on this name 8 analyst actions on the wire · latest: downgrade by BMO Capital, 2026-11-03 · last print 2026-10-22

The Street on this name

Analyst actions and the latest print for BE from the Closelooknet wires — third-party opinions on the record, not our readings.

  • Downgrade BMO Capital — Outperform → Market Perform Downgraded to Market Perform from Outperform 2026-11-03
  • Price target Barclays — target 316 from 308 Target raised to $316 from $308 (+63.5% to spot) 2026-10-26
  • Price target Jefferies — target 242 from 289 Target cut to $242 from $289 (+25.2% to spot) 2026-10-23
  • Latest print EPS 0.94 against 0.69 expected — a +36.0% beat 2026-10-22

8 actions on the analyst wire since 2026-08-13: 1 downgrade, 7 target changes. Analyst wire → · Earnings wire →

Dividends and capital return no distribution in twelve months · buybacks 59 m USD in FY2025

Dividends and capital return

What BE pays out and buys back — distributions read from the price series, money terms from the filings.

  • Distributions No cash distribution recorded in the price series over the last three years
  • Buybacks, FY2025 59 m USD 0.1% of today's market value
  • Share count +5.7% in FY2025 139 m USD of stock-based compensation in the year
  • Capital returned 59 m USD · 103% of free cash flow dividends and buybacks together, against the year’s free cash flow

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-11-06

Quick answers

What is Bloom Energy Corp (BE)?

Bloom Energy Corp trades as BE on the US exchange (US) and is classified under Industrials in the Closelooknet research universe, as of the registry build of 2026-11-06.

Is BE in a Closelooknet index?

Yes — Bloom Energy Corp is a constituent of Rubin Build-Out 100, as of 2026-11-06.

What is Bloom Energy Corp's Closelooknet composite score?

42 out of 100, with momentum 31, quality 52 and valuation 21 sub-scores, as of 2026-11-06. Scores are Closelooknet's own research readings, not ratings or investment advice.

Where does BE trade against its moving averages?

Bloom Energy Corp trades 19.2% below its 50-day and 9.8% below its 200-day moving average (12.1% below its 20-day). As of 2026-11-04 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How is BE doing against its Closelooknet index?

Over the past month Bloom Energy Corp is −42.5% against −31.3% for the Rubin Build-Out 100 — 11.2 points behind its index, as of 2026-11-05. Its DC Power & Electrical sleeve is −30.5% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

How does Bloom Energy Corp compare with its peers?

Against its peer group (Rubin Build-Out 100 · DC Power & Electrical), Bloom Energy Corp (BE) sits 43.0% below its 52-week high, 19.2% below its 50-day average; GE Vernova LLC (GEV) is 30.4% below, Powell Industries Inc (POWL) is 56.3% below, Prysmian (PRY.MI) is 36.3% below, as of 2026-11-04. Put any of them next to BE in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does Bloom Energy Corp trade when bond yields rise?

Over the past year Bloom Energy Corp had a beta of 0.29 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 22% of US names. On the 10 sessions in which long bonds fell most it moved −2.29% on average, against −0.74% for the S&P 500. As of 2026-11-05; The "How it trades on rate days" block on this page carries the lines.

Where has Closelooknet written about Bloom Energy Corp?

Bloom Energy Corp appears in 21 Closelooknet pieces as of 2026-11-06, most recently Midday 10: Tech — the tape buys the reporters: Nasdaq-100 +1.1%, Meta +2.4%, Tesla +3.6% hours before their prints (2026-10-21); Midday 10: Chips — memory and optics sold again: Lumentum −7.7%, SanDisk −6.5%, chip fund −2.6%; Meta +3.8% (2026-10-12); Daily Pulse: Portfolios — No Trades as Chips Fell 5% (2026-10-10). What Closelooknet said most recently: Bloom Energy — +6.8%, the loudest gainer (Midday 10, 2026-10-21). The "Mentioned on Closelooknet" block on this page lists the long reads, the reference entries and the dailies that name it.

What does Bloom Energy Corp do?

Bloom Energy builds solid-oxide fuel-cell systems that generate electricity on site, at the customer’s building or campus, from natural gas, biogas or hydrogen without combustion. Its Energy Server platform is sold and financed to data-centre operators, utilities, hospitals, manufacturers and retailers that want power they control, delivered faster than a new grid connection and with lower emissions than diesel or grid gas. The same solid-oxide technology runs in reverse as an electrolyser that produces hydrogen. Inside the DC Power & Electrical sleeve it is priced against Vertiv, Eaton and Schneider Electric on the equipment side and against GE Vernova on the generation side. The market’s wider comparison is with the on-site and behind-the-meter power names that data-centre demand has pulled forward, and with the gas-turbine makers whose delivery queues are the reason a fuel cell gets ordered. (Company snapshot of 2026-09-18.)

Where does Bloom Energy Corp sit in the AI build-out?

In Rubin, our build-out index, Bloom sits in Layer 7, AI Factory, in the DC Power & Electrical sleeve — the companies that bring electricity to the rack when the grid cannot. Its customers are the data-centre builders and the utilities serving them; its constraint is the power connection, which is why the diary files it under the power question rather than the chip question. Bloom holds a seat in Rubin, so it is in the daily tape of the build-out index. It carries a Closelooknet score in which momentum reads strongest and valuation weakest — the shape of a name the market has already re-rated on the power constraint. The diary tracks it as the cleanest listed expression of the question whether AI data centres will be powered on site when the grid queue is measured in years. (Company snapshot of 2026-09-18.)

Does Bloom Energy Corp pay a dividend?

No cash distribution shows in Bloom Energy Corp’s price series over the last three years. In fiscal 2025 the company bought back 59 m USD of its own shares, 103% of that year’s free cash flow. The share count rose 5.7% over the fiscal year. As of 2026-11-05; the "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on Bloom Energy Corp recently?

The most recent analyst action on Bloom Energy Corp on the Closelooknet wire is a downgrade by BMO Capital on 2026-11-03 (Outperform → Market Perform). 8 actions on the analyst wire since 2026-08-13: 1 downgrade, 7 target changes. Its latest earnings print on the wire, 2026-10-22: EPS 0.94 against 0.69 expected — a +36.0% beat. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for BE, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

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Related in the Closelooknet universe

same Closelooknet index seat first, then Electrical Equipment & Parts. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.