Bloom Energy Corp (BE) — the peer cohort

As of 2026-10-26 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.

Bloom Energy Corp ranks 16 of 16 in its cohort on the Closelooknet composite (46/100) — the cohort is led by Micron Technology Inc at 75/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
BE Bloom Energy Corp	46	55	52	19	bear	45%
MU Micron Technology Inc	75	79	95	62	info	30.1%
SNDK Sandisk Corp	70	61	94	51	info	47.4%
TSM Taiwan Semiconductor Manufacturing	70	67	88	66	info	14.1%
3017.TW Asia Vital Components Co Ltd	68	83	74	26	watch	15%
000660.KS SK Hynix Inc	68	32	94	76	bull	57.2%
ASML ASML Holding N.V. New York Registry Shares	65	64	88	24	info	21.4%
NVDA NVIDIA Corporation	65	69	94	34	info	13.3%
005930.KS Samsung Electronics Co Ltd	64	38	74	65	bear	42.5%
AMD Advanced Micro Devices Inc	62	84	53	17	bear	21.5%
APH Amphenol Corporation	62	64	73	34	info	17.6%
DELL Dell Technologies Inc	62	85	55	44	bear	23.4%
3653.TW Jentech Precision Industrial Co Ltd	61	83	73	9	bear	18.4%
ABBN.SW ABB Ltd	53	44	67	39	bear	24%
LR.PA Legrand SA	51	40	63	42	bear	25.7%
ABB.ST ABB Ltd	50	47	66	24	info	20.7%

Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-10-26

Quick answers

Who are Bloom Energy Corp's peers in the Closelooknet universe?

The cohort is drawn from shared Closelooknet index membership first, then sector: Micron Technology Inc (MU), Sandisk Corp (SNDK), Taiwan Semiconductor Manufacturing (TSM), Asia Vital Components Co Ltd (3017.TW), SK Hynix Inc (000660.KS), ASML Holding N.V. New York Registry Shares (ASML), NVIDIA Corporation (NVDA), Samsung Electronics Co Ltd (005930.KS) and others.

How does BE score against its peers?

Bloom Energy Corp's composite reads 46/100, ranking 16 of 16 in its cohort as of 2026-10-26; the cohort's highest composite is Micron Technology Inc at 75/100. Closelooknet scores are research diary readings, not ratings or advice.

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

Tech — the tape buys the reporters: Nasdaq-100 +1.1%, Meta +2.4%, Tesla +3.6% hours before their printsMidday 10 · 21 Oct 2026Bloom Energy — +6.8%, the loudest gainer
Chips — memory and optics sold again: Lumentum −7.7%, SanDisk −6.5%, chip fund −2.6%; Meta +3.8%Midday 10 · 12 Oct 2026AI builders and hardware: Bloom Energy −7.0%, Super Micro −5.3%, Nebius −5.0% to $210, HPE −4.1%, Cisco −3.0%
Portfolios — No Trades as Chips Fell 5%Daily Pulse · 10 Oct 2026BE Semiconductor fell 13.2 percent and Nebius 9.0 percent to 221.07, the biggest dollar hit in Hypergrowth, which holds 200 shares.
Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the NasdaqMorning 10 · 7 Oct 2026In Amsterdam BE Semiconductor fell 5.4% on Tuesday to €192.05, 6.2% in two days, after Bank of America downgraded it over the risk that ASML moves into hybrid bonding, BESI's growth market; the other packaging names on the board, Disco…
Bonds — TLT breaks 78 even after soft inflation; 30-year at 5.64%, software jumps, Jabil −7.7% on a beatMidday 10 · 30 Sept 2026Bloom Energy $278.72 (−4.30%) gives back part of Tuesday's 10.8% jump
Bonds — TLT closes at a one-year low but holds 78; oil slides on a reserve release, Micron reports tonightMorning 10 · 30 Sept 2026Movers — Fair Isaac -26.5% as mortgages open to a rival score; Carnival +13.4%, Bloom Energy +10.8%
Fair Isaac — sinks 29% as Washington opens mortgages to VantageScore; long-bond fund breaks 78Midday 10 · 29 Sept 2026Bloom Energy $294.66 (+12.09%) as the fuel-cell stocks rebound from a sharp selloff; Iovance Biotherapeutics $14.09 (+28.19%) after raising its revenue outlook for 2026
Megacaps — Microsoft jumps 3.6%, Meta gives back 3.7%; oil sinks 4% on Iran-deal talk, the 30-year at 5.49%Midday 10 · 25 Sept 2026Bloom Energy $290.45 (+8.92%), Almonty Industries $13.82 (+11.41%), Akamai $116.55 (+5.56%, back above its 50-day average); CoreWeave $87.91 (-2.46%)

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.