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

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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 2026-10-06

DayWeekMonth3 months
BE+3.2%+1.6%+17.0%+16.3%
DC Power & Electrical+2.7%+4.6%+9.3%—
Rubin Build-Out 100+0.8%+7.0%+11.0%—

Against the index: 5.4 pts behind on the week, 6.0 pts ahead on the month; against its DC Power & Electrical sleeve 7.7 pts ahead 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 18 pieces · newest: Morning 10, “Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the Nasdaq” (2026-10-07)

Mentioned on Closelooknet

Where BE appears in the diary — 18 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 61/100 · S&P 500 fund at 75, bullish alignedEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-10-06
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 98th percentile of the window, +5.7% over 20 sessions. Factor regime → 2026-10-06
  • Sector × region Industrials in US: +1.4% week · −1.8% month · −4.6% quarter · +7.0% 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 → 2026-10-06
  • Sovereign pressure Index 0.74 · up 0.17 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-10-06
How it trades on rate days beta 0.62 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 0.62 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), Bloom Energy Corp moved 0.62% on average · correlation 0.05 · higher than 64% of US names
  • Beta, last 3 months 2.33 more 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 Electrical Equipment & Parts · US · 6 names with week and year-to-date

Peer group

Electrical Equipment & Parts · US

Names in the same industry from the Closelooknet universe; scored names rank on their Closelooknet score, the rest on trend state.

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. Constituent of Rubin Build-Out 100.

The Closelooknet company score reads 51/100 composite (momentum 79, quality 51, valuation 19) 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 3 analyst actions on the wire · latest: price target by Barclays, 2026-10-01

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.

  • Price target Barclays — target 308 from 276 Target raised to $308 from $276 (+11.2% to spot) 2026-10-01
  • Price target Jefferies — target 264 from 229 Target raised to $264 from $229 (+0.4% to spot) 2026-09-29
  • Price target UBS — target 325 from 300 Target raised to $325 from $300 (+28.5% to spot) 2026-09-07

3 actions on the analyst wire since 2026-08-13: 3 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 2026-10-07

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 2026-10-07.

Is BE in a Closelooknet index?

Yes — Bloom Energy Corp is a constituent of Rubin Build-Out 100, as of 2026-10-07.

What is Bloom Energy Corp's Closelooknet composite score?

51 out of 100, with momentum 79, quality 51 and valuation 19 sub-scores, as of 2026-10-07. Scores are Closelooknet's own research readings, not ratings or investment advice.

Where does BE trade against its moving averages?

-0.9% at the close: Holding 18.4% off its 52-week high. As of 2026-10-05 — 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 +17.0% against +11.0% for the Rubin Build-Out 100 — 6.0 points ahead of its index, as of 2026-10-06. Its DC Power & Electrical sleeve is +9.3% 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 (Electrical Equipment & Parts · US), Bloom Energy Corp (BE) sits 18.4% below its 52-week high, 20.3% above its 50-day average; nVent Electric PLC (NVT) is 9.5% below, Powell Industries Inc (POWL) is 39.6% below, Advanced Energy Industries Inc (AEIS) is 25.2% below. 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 0.62 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 64% 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. 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 18 Closelooknet pieces, most recently Morning 10: Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the Nasdaq (2026-10-07); Midday 10: Bonds — TLT breaks 78 even after soft inflation; 30-year at 5.64%, software jumps, Jabil −7.7% on a beat (2026-09-30); Morning 10: Bonds — TLT closes at a one-year low but holds 78; oil slides on a reserve release, Micron reports tonight (2026-09-30). What Closelooknet said most recently: In 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… (Morning 10, 2026-10-07). 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.

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.

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. 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 price target by Barclays on 2026-10-01 (target 308 from 276). 3 actions on the analyst wire since 2026-08-13: 3 target changes. 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.

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.