NBIS compared with BE: revenue, margins and what each company keeps, and the suppliers and customers both name

NBISNebius Group N.V.

Mkt capRevenueRevenue

BEBloom Energy Corp

Mkt capRevenueRevenue

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NBISNebius Group N.V.

BEBloom Energy Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

Supply-chain overlap

Revenue flow

NBIS: latest quarter not drawable.Method ›

Price

rebased to 0%

NBIS, solidBE, dashed

NBISNebius Group N.V.

153.98▼−10.47%· post 155.55

Mkt cap$39.0BRevenue—Revenue—

BEBloom Energy Corp

203.15▼−8.62%· post 204.90

ClosedOct 30 '26

Mkt cap$60.1BRevenue$1.2BQ3 FY26Revenue$2.0BFY25

Compare

ClosedOct 30 '26

NBISNebius Group N.V.

BEBloom Energy Corp

153.98▼−10.47%post 155.55

Price

203.15▼−8.62%post 204.90

$39.0B

Mkt cap

$60.1B

—

Revenue

$1.2BQ3 FY26

—

Revenue

$2.0BFY25

NBIS153.98▼−10.47%vsBE203.15▼−8.62%ClosedOct 30 '26

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only NBIS 13

NVDANvidiasupplier

MSFTMicrosoftcustomer

METAMeta Platformscustomer

UBERUbercustomer

9 more · NBIS chain ›

Shared 0

No shared counterparties.

Only BE 8

—Bloom Energy Koreaunlistedsupplier

—Underwriters' Laboratory (UL)unlistedsupplier

—SK E&C BETEKunlistedsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

—Korea South-East Powerunlistedcustomer

4 more · BE chain ›