Alternative Power Demand Drives Bloom Energy (BE) Higher

1 month ago 20

Soumya Eswaran

Mon, July 13, 2026 astatine 8:57 AM CDT 3 min read

ClearBridge Investments, a planetary equity manager, precocious published second-quarter 2026 commentary for its "SMID Cap Growth Strategy". A transcript tin beryllium downloaded here. Small and mid-cap (SMID) maturation equities experienced the strongest 4th successful caller memory, with the Russell 2500 Growth Index rising 24.0%, driven by enthusiasm for AI infrastructure and higher-beta momentum stocks. The Strategy delivered double-digit returns successful the 4th but trailed the soaring benchmark. Underperformance was driven by underexposure to apical AI infrastructure stocks arsenic good arsenic weaknesses successful healthcare and user discretionary sectors. The marketplace enactment expanded beyond mega-cap technology, indicating imaginable opportunities from a broader cyclical betterment and AI adoption. In addition, you tin cheque the Fund's apical 5 holdings to find its champion picks for 2026.

In its Q2 2026 capitalist letter, ClearBridge SMID Cap Growth Strategy highlighted Bloom Energy Corporation (NYSE:BE) arsenic a starring contributor. 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 July 10, 2026, Bloom Energy Corporation (NYSE:BE) closed astatine $244.61 per share, reflecting a marketplace capitalization of $69.58 billion. Bloom Energy Corporation (NYSE:BE) posted a one-month instrumentality of -10.89%, portion its shares gained 842.26% implicit the past 52 weeks.

ClearBridge SMID Cap Growth Strategy stated the pursuing regarding Bloom Energy Corporation (NYSE:BE) successful its Q2 2026 capitalist update:

"The Strategy saw spot successful long-standing investments extracurricular of IT that offered information successful the AI infrastructure concern rhythm alongside competitory differentiation. Bloom Energy Corporation (NYSE:BE) besides participated successful enthusiasm for alternate powerfulness solutions arsenic investors focused connected rising energy requirements for information centers and AI infrastructure."

JPMorgan Says Bloom Energy (BE) Is a Winner of the 'Big Beautiful Bill'—Stock Upgraded

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, 91 hedge money portfolios held Bloom Energy Corporation (NYSE:BE) astatine the extremity of the archetypal quarter, up from 88 successful the erstwhile quarter. In Q1 2026, Bloom Energy Corporation (NYSE:BE) generated revenue of $751.1 cardinal up 130.4% year-over-year. 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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