Bloom Energy (BE) Surged in Q4 Due to Demand from Data Centers

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Soumya Eswaran

Fri, March 27, 2026 astatine 8:54 AM CDT 3 min read

ClearBridge Investments, an concern absorption company, released its “ClearBridge Small Cap Growth Strategy” Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Strategy underperformed the Russell 2000 Growth Index successful the 4th quarter, aft a beardown archetypal 3 quarters of 2025. Market’s overreactions to net disappointments successful the exertion assemblage and a biotech rally drove the comparative underperformance of the Strategy successful the quarter. In a volatile year, dominated by a constrictive acceptable of themes, the tiny caps failed to outperform ample caps, echoing the past 2 years, though broadening appears to beryllium emerging. Heading to 2026, the Strategy is optimistic astir the favorable backdrop for small-cap maturation stocks pursuing years of constrictive marketplace enactment and show disparities. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, ClearBridge Small Cap Growth Strategy highlighted stocks specified arsenic Bloom Energy Corporation (NYSE:BE). Bloom Energy Corporation (NYSE:BE) is an vigor institution that focuses connected designing and manufacturing solid-oxide substance compartment systems for clean, reliable, on-site powerfulness generation. On March 26, 2026, Bloom Energy Corporation (NYSE:BE) banal closed astatine $133.52 per share. One-month instrumentality of Bloom Energy Corporation (NYSE:BE) was -14.23%, and its shares gained 556.76% implicit the past 52 weeks. Bloom Energy Corporation (NYSE:BE) has a marketplace capitalization of $37.46 billion.

ClearBridge Small Cap Growth Strategy stated the pursuing regarding Bloom Energy Corporation (NYSE:BE) successful its 4th fourth 2025 capitalist letter:

"We benefited from stronger show crossed investments successful the industrials sector. Longstanding holding Bloom Energy Corporation (NYSE:BE) continued to beryllium 1 of our apical performers, arsenic the company’s alternate powerfulness solutions are progressively being called upon to assistance electricity-starved information centers."

Bloom Energy Corporation (NYSE:BE) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 88 hedge money portfolios held Bloom Energy Corporation (NYSE:BE) astatine the extremity of the 4th quarter, up from 64 successful the erstwhile quarter. Bloom Energy Corporation (NYSE:BE) delivered $777.7 cardinal in revenue for the 4th fourth of 2025, marking an summation of 35.9% YoY. 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.

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