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BE compared with NBIS: revenue, margins and what each company keeps, and the suppliers and customers both name
BE
Bloom Energy Corp
Change
Mkt cap
Revenue
Revenue
NBIS
Nebius Group N.V.
Change
Mkt cap
Revenue
Revenue
vs
Compare
BE
Bloom Energy Corp
vs
NBIS
Nebius Group N.V.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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Price
Co-movers
Event sensitivity
Earnings history
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Supply-chain overlap
Revenue flow
NBIS: latest quarter not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
BE, solid
NBIS, dashed
BE
Bloom Energy Corp
Change
203.15
▼
−8.62%
· post 204.90
Mkt cap
$60.1B
Revenue
$1.2B
Q3 FY26
Revenue
$2.0B
FY25
NBIS
Nebius Group N.V.
Change
153.98
▼
−10.47%
· post 155.55
Closed
Oct 30 '26
Mkt cap
$39.0B
Revenue
—
Revenue
—
vs
Compare
Closed
Oct 30 '26
BE
Bloom Energy Corp
vs
NBIS
Nebius Group N.V.
203.15
▼
−8.62%
post 204.90
Price
153.98
▼
−10.47%
post 155.55
$60.1B
Mkt cap
$39.0B
Q3 FY26
$1.2B
Revenue
—
FY25
$2.0B
Revenue
—
Change
Change
BE
203.15
▼
−8.62%
vs
NBIS
153.98
▼
−10.47%
Closed
Oct 30 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only BE
8
—
Bloom Energy Korea
unlisted
supplier
—
Underwriters' Laboratory (UL)
unlisted
supplier
—
SK E&C BETEK
unlisted
supplier
—
Korea South-East Power
unlisted
customer
4 more · BE chain
›
Shared
0
No shared counterparties.
Only NBIS
13
NVDA
Nvidia
supplier
MSFT
Microsoft
customer
META
Meta Platforms
customer
UBER
Uber
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
9 more · NBIS chain
›