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Beating the market and clean energy stocks

Bloom Energy (BE) stock vs the S&P 500 and clean energy stocks

As of 12 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.

Prices as of Last update : Beating clean energy stocks, trailing the market → beating the market and clean energy stocks
BE 1M
−4.9%
S&P 500 1M
+2.1%
Funds that hold it
4
Weight in ICLN
10.1%

Where Bloom Energy stands now

As of 12 October 2026, Bloom Energy is still ahead of the S&P 500 over three months, but it gave back ground over the past month.

Inside its group, BE is slipping: still ahead of clean energy stocks (ICLN) over three months, but behind over the past month. 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 10.1% 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.

Bloom Energy peers in clean energy stocks

The largest other holdings of iShares Global Clean Energy ETF (ICLN), by weight in the fund, with their plain return over the past month. They share the fund with the stock. They are not always direct business competitors.

Stock
Weight
1M
NXTNextpower Inc
7.0%+2.4%
FSLRFirst Solar Inc
6.9%−14.0%
ENPHEnphase Energy Inc
4.2%−13.4%
PLUGPlug Power
2.4%−22.9%
SEDGSolaredge Technologies Inc
1.9%−9.2%
CWENClearway Energy Inc
1.9%−2.2%
SHLSSHLS
1.3%+18.4%
GPREGreen Plains Inc
0.99%−2.0%
Each stock measured against the sector, with momentum and relative strengthUnlock with Premium

Is Bloom Energy in the S&P 500?

Yes

As of 12 October 2026, Bloom Energy is in the S&P 500. Its sector fund, Industrials (XLI), holds it at 1.6% weight.

Every stock in one of the 11 S&P 500 sector funds is in the index. See Industrial Stocks (XLI)

Bloom Energy ETF: the funds that hold BE

4 funds that Zensei tracks hold BE. The main sector is the fund Zensei groups it with. The other funds follow by weight.

Fund
Weight
ICLNClean Energy StocksMain sector
iShares Global Clean Energy ETF
10.1%
CTECClean Tech Stocks
Global X CleanTech ETF
8.1%
XLIIndustrial Stocks
Industrial Select Sector SPDR
1.6%
BUZZSocial Sentiment Stocks
VanEck Social Sentiment ETF
1.1%

BE stock performance: 1-month, 3-month and 1-year vs the S&P 500

Bloom Energy and the S&P 500 (SPY) side by side, over each window Zensei tracks.

Window
BE
S&P 500
1 week−8.5%+0.4%
2 weeks−9.1%+0.9%
1 month−4.9%+2.1%
3 months+12.4%+4.1%
6 months+19.8%+12.6%
1 year+202.0%+20.4%

Prices as of · computed from daily adjusted closes · how we measure

Zensei Edge

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 analysis

Bloom Energy stock: common questions

Which stocks are Bloom Energy's peers?

As of 12 October 2026, the largest other holdings of iShares Global Clean Energy ETF (ICLN) by weight are Nextpower Inc (NXT), First Solar Inc (FSLR), Enphase Energy Inc (ENPH), Plug Power (PLUG), Solaredge Technologies Inc (SEDG). They share the fund with Bloom Energy. They are fund peers among clean energy stocks, not always direct business competitors.

Which ETFs hold Bloom Energy?

As of 12 October 2026, 4 funds that Zensei tracks hold BE. Zensei groups it with clean energy stocks in iShares Global Clean Energy ETF (ICLN), where its weight is 10.1%. It is also in Global X CleanTech ETF (CTEC, 8.1%), Industrial Select Sector SPDR (XLI, 1.6%), VanEck Social Sentiment ETF (BUZZ, 1.1%).

Is Bloom Energy in the S&P 500?

As of 12 October 2026, Bloom Energy is in the S&P 500. Its sector fund, Industrials (XLI), holds it at 1.6% weight.

What sector is Bloom Energy in?

As of 12 October 2026, Zensei groups Bloom Energy with clean energy stocks (ICLN, its primary fund). In the S&P 500, it is in the Industrials sector fund (XLI). It is also in clean tech stocks (CTEC) and social sentiment stocks (BUZZ).

Is Bloom Energy stock beating the S&P 500?

As of 12 October 2026, Bloom Energy (BE) is down 4.9% over the past month. The S&P 500 is up 2.1% over the same month. Over three months, the stock is up 12.4% and the S&P 500 is up 4.1%.

Is Bloom Energy doing better than other clean energy stocks?

As of 12 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.

Recent changes

  1. ·Beating clean energy stocks, trailing the market → beating the market and clean energy stocks
  2. ·Beating the market and clean energy stocks → beating clean energy stocks, trailing the market
  3. ·First tracked: beating the market and clean energy stocks

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.

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