Bloom Energy Corporation (BE) Rose on AI-Driven Power Demand

Polen Capital , an investment management company, released its second-quarter 2026 investor letter for "Polen 5Perspectives Small-Mid Growth Strategy". A copy of the letter can be downloaded here . Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly during the quarter as concerns over economic growth, trade policy, and the durability of AI investment eased, helping SMID-cap growth stocks deliver one of their strongest quarterly performances in the past 25 years. The firm highlighted that continued investment by hyperscalers and enterprise customers reinforced confidence in the AI infrastructure cycle, while growing electricity demand supported opportunities across power generation, grid infrastructure, and electrification. Aerospace and defense modernization also remained key long-term secular growth themes. In addition, please check the Strategy's top five holdings to know its best picks in 2026.

In its second-quarter 2026 investor letter, Polen 5Perspectives Small-Mid Growth Strategy highlighted Bloom Energy Corporation (NYSE: BE ). Bloom Energy Corporation (NYSE:BE) manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation. On July 21, 2026, Bloom Energy Corporation (NYSE:BE) closed at $226.26 per share. One-month return of Bloom Energy Corporation (NYSE:BE) was -29.63% and its shares gained 753.68% over the past 52 weeks. Bloom Energy Corporation (NYSE:BE) has a market capitalization of $65.27 billion with a 52 weeks trading range between $25.74 - $351.28.

Polen 5Perspectives Small-Mid Growth Strategy stated the following regarding Bloom Energy Corporation (NYSE:BE) in its Q2 2026 investor letter:

"Bloom Energy Corporation (NYSE:BE) is a provider of solid oxide fuel cells that deliver reliable, on-site power generation for data centers, industrial facilities, and utilities. As demand for electricity is expected to accelerate, particularly from Al-related infrastructure, we believe Bloom remains well positioned to help address power constraints through its distributed energy solutions. During the quarter, shares contributed positively as investors remained focused on the company's expanding opportunity set tied to growing power demand and data center buildouts."

A Bloom Energy power generation system. Photo from Bloom Energy website

Bloom Energy Corporation (NYSE:BE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds . As per our database, 91 hedge fund portfolios held Bloom Energy Corporation (NYSE:BE) at the end of the first quarter which was 88 in the previous quarter. Revenue for the quarter was $751.1 million up 13.4% 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 a bullish thesis on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years .

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

Sinergia Empresarial continuará el seguimiento de esta información sobre bloom Energy Corporation (BE) Rose on AI-Driven Power Demand y ampliará la cobertura conforme se confirmen nuevos elementos relevantes para el ecosistema empresarial.