Bloom Energy Corporation (BE): Powering the Future of AI Data Centers

In its third-quarter 2025 capitalist letter, Polen U.S. Small Cap Growth Strategy highlighted stocks specified arsenic Bloom Energy Corporation (NYSE:BE). Bloom Energy Corporation (NYSE:BE) engages successful the design, manufacture, and installation of solid-oxide substance compartment systems for on-site powerfulness generation. The one-month instrumentality of Bloom Energy Corporation (NYSE:BE) was 7.40%, and its shares gained 355.01% of their worth implicit the past 52 weeks. On November 19, 2025, Bloom Energy Corporation (NYSE:BE) banal closed astatine $108.93 per share, with a marketplace capitalization of $25.763 billion.

Polen U.S. Small Cap Growth Strategy stated the pursuing regarding Bloom Energy Corporation (NYSE:BE) successful its 3rd 4th 2025 capitalist letter:

"The apical contributors to the Portfolio’s comparative show successful the 4th were Bloom Energy Corporation (NYSE:BE), Joby Aviation, and Powell Industries. Bloom Energy is simply a supplier of coagulated oxide substance cells that play a captious relation successful delivering clean, reliable, “always on” powerfulness astatine scale. AI information centers necessitate an tremendous magnitude of powerfulness and 1 of the cardinal challenges to day has been the inability of powerfulness grids to proviso the indispensable energy to conscionable the changeless and increasing demands from AI workloads. Bloom's “Energy Server” substance cells assistance code this issue, generating cost-efficient, reliable powerfulness onsite, converting fuels similar earthy gas, biogas and hydrogen into energy without combustion. During the quarter, the institution announced a monolithic concern with Oracle to present onsite powerfulness to prime information centers that caught investors’ attraction and spurred a question of expert net revisions."

Bloom Energy Corporation (NYSE:BE) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 43 hedge money portfolios held Bloom Energy Corporation (NYSE:BE) astatine the extremity of the 2nd quarter, compared to 44 successful the erstwhile quarter.  In Q3 2025, Bloom Energy Corporation (NYSE:BE) reported gross of $519 million, marking an summation of 57% year-over-year. While we admit the imaginable of Bloom Energy Corporation (NYSE:BE) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.