Bloom Energy Corp (BE) — the peer cohort

As of 2026-09-16 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.

Bloom Energy Corp ranks 6 of 8 in its cohort on the Closelook composite (47/100) — the cohort is led by SK Hynix Inc at 69/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
BE Bloom Energy Corp	47	66	45	18	bull	26.2%
000660.KS SK Hynix Inc	69	38	92	77	bull	41.1%
005930.KS Samsung Electronics Co Ltd	68	52	72	83	bear	32.3%
042700.KS Hanmi Semicon	51	9	79	19	neutral	46.9%
0522.HK ASM Pacific Technology Ltd	44	55	25	38	bull	34%
2308.TW Delta Electronics Inc	55	43	57	33	bull	33.8%
3037.TW Unimicron Technology Corp	53	73	30	36	bull	21.9%
AAOI Applied Opt	32	32	9	23	bear	59.2%

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

FAQ · from the current data · as of 2026-09-16

Quick answers

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

The cohort is drawn from shared Closelook index membership first, then sector: SK Hynix Inc (000660.KS), Samsung Electronics Co Ltd (005930.KS), Hanmi Semicon (042700.KS), ASM Pacific Technology Ltd (0522.HK), Delta Electronics Inc (2308.TW), Unimicron Technology Corp (3037.TW), Applied Opt (AAOI).

How does BE score against its peers?

Bloom Energy Corp's composite reads 47/100, ranking 6 of 8 in its cohort as of 2026-09-16; the cohort's highest composite is SK Hynix Inc at 69/100. Closelook scores are research diary readings, not ratings or advice.

Mentioned on Closelook

Where BE appears in the diary — 12 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

AI trade — the labs ask for a slowdown: Kospi −3.3%, SoftBank −11%, Nasdaq futures −1.2%, oil back above $106Morning 10 · 14 Sept 2026Below it all, a second story we tease here and finish in line 11: Situational Awareness, the fund that fell from more than $45 billion to about $10 billion in July, has bought options on AMD, Bloom Energy, CoreWeave, SK Hynix, SanDisk and…
AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026The compute renters and the power are in it too: CoreWeave −5.2% at $84.33, Super Micro −5.5%, Bloom Energy −6.4% at $257.21.
Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000Morning 10 · 9 Sept 2026In our Rubin index the High-Speed Interconnects sub-index rose 2.3%, DC Power & Electrical 5.1% (Bloom Energy +9.6% after S&P said it joins the S&P 500 on September 21, up 34% on the week), Foundry & Integration 2.6% and Architects 1.7%.
Chips up again, software down again — Friday's split is turning into a trendMidday 10 · 8 Sept 2026Not all chips are created equal either: Infineon and BE Semiconductor are down almost 4% while the US complex rises.
Software's day: Snowflake soars 20%, ServiceNow jumps 6% and the software ETF turns positive for the yearMidday 10 · 3 Sept 2026Consumer Discretionary has crossed the same line today, and Hesai (HSAI, +12%) and Bloom Energy (BE, +7.7%) have done it at the single-stock level too.
Day one of the trendline test goes to the bounce — all four semi funds green with SOXX back above 505Midday 10 · 25 Aug 2026BE rises 6.14% to 216.54 by midday, the third power-adjacent name among the top gainers.
Europe's AI Story Is in InfrastructureDaily Pulse · 27 Mar 2026The infrastructure layer is surging — ASML, BE Semiconductor, SÜSS MicroTec, Siemens Energy, Eaton, Schneider Electric.