Bloom Energy (BE) stock vs the S&P 500 and clean energy stocks
As of 2 October 2026, Bloom Energy (BE) is beating both the S&P 500 and clean energy stocks as a group (ICLN) over the past three months.
Where Bloom Energy stands now
As of 2 October 2026, Bloom Energy is ahead of the S&P 500 on every window Zensei tracks, from one month to one year. The trend against the market is intact on all horizons.
Inside its group, BE leads: it is ahead of clean energy stocks (ICLN) over both the past month and three months. As a group, clean energy stocks are trailing the S&P 500 right now. A strong stock in a weak group: it holds up while its peers struggle.
Bloom Energy is 10.3% of ICLN, a weight large enough to drive the fund. It sits in 4 of the sector and theme funds Zensei tracks. The thing to watch is the gap to its group: as long as it stays ahead of both the market and its peers, the trend is intact.
BE vs the S&P 500: returns
Bloom Energy and the S&P 500 (SPY) side by side, over each window Zensei tracks.
Prices as of · computed from daily adjusted closes · how we measure
BE against clean energy stocks, in depth
See the size of the gap between Bloom Energy and clean energy stocks (ICLN) over every window, its momentum and its relative strength, and where it sits among clean energy stocks.
See the full analysisWhich ETFs hold Bloom Energy?
4 funds that Zensei tracks hold BE, by weight. The fund with the largest weight is its sector on this page.
Bloom Energy competitors
The largest other holdings of iShares Global Clean Energy ETF (ICLN), with their return over the past month.
Bloom Energy stock: common questions
Is Bloom Energy stock beating the S&P 500?
As of 2 October 2026, Bloom Energy (BE) is up 35.4% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is up 6.7% and the S&P 500 is up 3.6%.
Which ETFs hold Bloom Energy?
As of 2 October 2026, 4 funds that Zensei tracks hold BE. Its largest weight is in iShares Global Clean Energy ETF (ICLN), at 10.3%. It is also in Global X CleanTech ETF (CTEC, 8.1%), Industrial Select Sector SPDR (XLI, 1.5%), VanEck Social Sentiment ETF (BUZZ, 1.1%).
Who are Bloom Energy's competitors?
As of 2 October 2026, the largest other holdings of iShares Global Clean Energy ETF (ICLN) are First Solar Inc (FSLR), Nextpower Inc (NXT), Enphase Energy Inc (ENPH), Plug Power (PLUG), Solaredge Technologies Inc (SEDG). These are the stocks Bloom Energy sits next to among clean energy stocks.
Is Bloom Energy doing better than other clean energy stocks?
As of 2 October 2026, Bloom Energy (BE) is ahead of clean energy stocks as a group (ICLN) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.
Track Bloom Energy against clean energy stocks and the market
Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.