Bloom Energy Corporation (BE) Surged Following Strong Performance

Core Insights - ClearBridge Investments reported that the third quarter of 2025 continued the market rally, driven by reduced policy uncertainty, a Federal Reserve rate cut, and increased retail enthusiasm for high-growth markets, resulting in another double-digit gain [1] - The ClearBridge Small Cap Growth Strategy underperformed the Russell 2000 Growth Index, which gained 12.2%, primarily due to the performance of stocks with the smallest market caps, lowest returns on equity, and highest beta [1] Company Highlights - Bloom Energy Corporation (NYSE:BE) was highlighted as a significant holding, with a one-month return of 29.62% and a remarkable 730.50% increase in value over the last 52 weeks, closing at $86.87 per share with a market capitalization of $20.327 billion on October 10, 2025 [2] - Bloom Energy has been a longstanding holding since its IPO in July 2018, benefiting from its alternative power solutions, which are increasingly recognized as advantageous for electricity-demanding data centers, including a deal with Oracle [3] - Despite Bloom Energy's strong performance, it is not among the 30 most popular stocks among hedge funds, with 43 hedge fund portfolios holding it at the end of Q2 2025, a slight decrease from 44 in the previous quarter [3]