Bloom Energy Corp (BE) — Quality & forensics

As of 2026-09-16 — refreshed nightly. Closelook readings from an investment research diary, not ratings or advice.

The Closelook module scores

47 /100 composite · 7 modules · semis-cyclical weight set

Valuation 18
Quality 45
Growth 62
Balance sheet 55
Cash quality 56
Capital allocation 12
Momentum 66

Scores are computed nightly across the coverage universe and read relative to it — the methodology lives in the company-scoring explainer.

Financial forensics — the academic screens

13.61 Altman Z-Score

Sits in the safe zone (above 2.99). The Z-Score estimates financial-distress risk from five balance-sheet and earnings ratios.

4/9 Piotroski F-Score

Nine binary fundamental-strength checks across profitability, leverage and operating efficiency.

-2.54 Beneish M-Score

Screens reported earnings for statistical manipulation patterns — below the −1.78 manipulation-risk threshold. A screen, not an accusation.

Continue: the BE chart & overview

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

Quick answers

What is Bloom Energy Corp's Closelook quality reading?

The composite reads 47/100 across 7 modules, as of 2026-09-16: valuation 18, quality 45, growth 62, balance sheet 55, cash quality 56, capital allocation 12, momentum 66. Closelook scores are research diary readings, not ratings or investment advice.

What is Bloom Energy Corp's Altman Z-Score?

13.61, which sits in the safe zone (above 2.99) as of 2026-09-16. The Altman Z-Score estimates financial distress risk from five balance-sheet and earnings ratios.

What is Bloom Energy Corp's Piotroski F-Score?

4 of 9, as of 2026-09-16. The F-Score counts nine binary fundamental-strength signals across profitability, leverage and operating efficiency.

What does Bloom Energy Corp's Beneish M-Score indicate?

-2.54 — below the −1.78 manipulation-risk threshold, as of 2026-09-16. The M-Score screens reported earnings for statistical manipulation patterns; it is a screen, not an accusation.

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.