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

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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."Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,946.13 +56.06 (+0.81%)Dow 3049,482.15 +307.65 (+0.63%)Nasdaq23,152.08 +288.40 (+1.26%)Russell 20002,663.33 +11.00 (+0.41%)VIX17.93 -1.62 (-8.29%)Gold5,196.20 -30.00 (-0.57%)Trending tickersNVDA NVIDIA Corporation 195.56 +2.71 (+1.41%)CRM Salesforce, Inc. 191.75 +6.33 (+3.41%)BTC-USD Bitcoin USD 68,473.62 +4,429.02 (+6.92%)SNOW Snowflake Inc. 169.21 +8.15 (+5.06%)IONQ IonQ, Inc. 33.59 +1.97 (+6.23%)PortfolioSign in to access your portfolioSign inTop gainersYOU Clear Secure, Inc. 46.51 +13.04 (+38.96%)CRCL Circle Internet Group 83.14 +21.77 (+35.47%)CAVA CAVA Group, Inc. 85.67 +17.87 (+26.36%)CCC CCC Intelligent Solutions Holdings Inc. 6.34 +1.28 (+25.30%)ECG Everus Construction Group, Inc. 130.10 +25.89 (+24.84%)Top losersIBRX ImmunityBio, Inc. 9.54 -2.01 (-17.40%)LUNR Intuitive Machines, Inc. 15.89 -3.01 (-15.93%)DEO Diageo plc 86.15 -15.99 (-15.66%)GDDY GoDaddy Inc. 79.12 -13.18 (-14.28%)FSLR First Solar, Inc. 210.12 -33.09 (-13.61%)Most activeNVDA NVIDIA Corporation 195.56 +2.71 (+1.41%)PLUG Plug Power Inc. 1.9100 0.0000 (0.00%)IBRX ImmunityBio, Inc. 9.54 -2.01 (-17.40%)INTC Intel Corporation 46.88 +0.76 (+1.65%)ONDS Ondas Inc. 10.30 -0.10 (-0.96%)Top economic eventsEarnings eventsMy earnings eventsEarnings events