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

• StockStory Top Pick BE -3.63%

Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the strategy returned 21.4% gross and 21.1% net of fees, respectively, compared to a 12.2% return for the Russell 2000 Growth Index. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025.

In its third-quarter 2025 investor letter, Polen U.S. Small Cap Growth Strategy highlighted stocks such as Bloom Energy Corporation (NYSE:BE). Bloom Energy Corporation (NYSE:BE) engages in the design, manufacture, and installation of solid-oxide fuel cell systems for on-site power generation. The one-month return of Bloom Energy Corporation (NYSE:BE) was 7.40%, and its shares gained 355.01% of their value over the last 52 weeks. On November 19, 2025, Bloom Energy Corporation (NYSE:BE) stock closed at $108.93 per share, with a market capitalization of $25.763 billion.

Polen U.S. Small Cap Growth Strategy stated the following regarding Bloom Energy Corporation (NYSE:BE) in its third quarter 2025 investor letter:

"The top contributors to the Portfolio’s relative performance in the quarter were Bloom Energy Corporation (NYSE:BE), Joby Aviation, and Powell Industries. Bloom Energy is a provider of solid oxide fuel cells that play a critical role in delivering clean, reliable, “always on” power at scale. AI data centers require an enormous amount of power and one of the key challenges to date has been the inability of power grids to supply the necessary electricity to meet the constant and growing demands from AI workloads. Bloom's “Energy Server” fuel cells help address this issue, generating cost-efficient, reliable power onsite, converting fuels like natural gas, biogas and hydrogen into electricity without combustion. During the quarter, the company announced a massive partnership with Oracle to deliver onsite power to select data centers that caught investors’ attention and spurred a wave of analyst earnings revisions."

Bloom Energy Corporation (NYSE:BE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 43 hedge fund portfolios held Bloom Energy Corporation (NYSE:BE) at the end of the second quarter, compared to 44 in the previous quarter.  In Q3 2025, Bloom Energy Corporation (NYSE:BE) reported revenue of $519 million, marking an increase of 57% year-over-year. While we acknowledge the potential of Bloom Energy Corporation (NYSE:BE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Bloom Energy Corporation (NYSE:BE) and shared the list of stocks Jim Cramer discussed. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.