Bloom Energy Corporation (BE) Gained From a $5B Partnership with Brookfield and Solid Results

Polen Capital, an investment management company, released its fourth-quarter investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here. The Polen 5Perspectives Small Growth Composite Portfolio returned -1.3% gross and -1.5% net of fees in the fourth quarter of 2025, compared to a 1.2% return of the Russell 2000 Growth Index. Following double-digit returns in 2Q and 3Q, small caps concluded the year with a 1.2% return in 4Q. Biotech stood out as a major performer during the quarter, expanding beyond the AI theme. The small-cap asset class has gained attention due to declining interest rates and improving earnings growth, but the firm is most excited about its structural tailwinds, including the rapid pace of innovation and the opportunity it presents for disciplined investors. Over the fourth quarter, the Strategy nearly doubled its Biotech exposure due to opportunities presented by rising interest rates, M&A, and AI tailwinds. The name of the Strategy changed from Polen U.S. Small Cap Growth to Polen 5Perspectives Small Growth, to emphasize the significance of the 5 viewpoints framework and the influence of perspective in investing. In addition, please check the Strategy’s top five holdings to know its best picks in 2025.

In its fourth-quarter 2025 investor letter, Polen 5Perspectives Small Growth Strategy highlighted stocks such as Bloom Energy Corporation (NYSE:BE). Bloom Energy Corporation (NYSE:BE) is an energy company that focuses on designing and manufacturing solid-oxide fuel cell systems for clean, reliable, on-site power generation. On February 23, 2026, Bloom Energy Corporation (NYSE:BE) stock closed at $160.28 per share. One-month return of Bloom Energy Corporation (NYSE:BE) was 5.23%, and its shares gained 629.54% over the past 52 weeks. Bloom Energy Corporation (NYSE:BE) has a market capitalization of $44.966 billion.

Polen 5Perspectives Small Growth Strategy stated the following regarding Bloom Energy Corporation (NYSE:BE) in its fourth quarter 2025 investor letter:

"Bloom Energy Corporation (NYSE:BE) 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 better than expected results with added optimism from a $5B partnership with Brookfield as the preferred onsite power provider for the company’s global AI factories."

Bloom Energy Corporation (NYSE:BE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 88 hedge fund portfolios held Bloom Energy Corporation (NYSE:BE) at the end of the fourth quarter, up from 64 in the previous quarter. Bloom Energy Corporation (NYSE:BE) delivered $777.7 million in revenue for the fourth quarter of 2025, marking an increase of 35.9% YoY. 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 a list of most volatile stocks to buy according to hedge funds. In addition, please check out our hedge fund investor letters Q4 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.