Bloom Energy Corporation (BE) Slid on Restrained AI Enthusiasm

• StockStory Top Pick BE +8.22%

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”. You can download a copy of the letter here. Small-cap stocks delivered marginal gains in the fourth quarter of 2025. The Russell 2000® Value Index outperformed the Russell 2000® Growth Index in the quarter, with more balanced results. In line with the broader stock market, small-cap stocks delivered solid results in 2025. The Russell 2000 Growth Index returned 13.01%, outperforming the Russell 2000 Value Index’s 12.58% gain. The firm anticipates a favorable year ahead for equity markets. The letter outlined the potential opportunities within Cyclicals, Healthcare, Information Technology, Financials, and Consumer spending sectors heading to 2026. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, Carillon Eagle Small Cap Growth Fund 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. On February 13, 2026, Bloom Energy Corporation (NYSE:BE) stock closed at $139.74 per share. One-month return of Bloom Energy Corporation (NYSE:BE) was 8.40%, and its shares are up 438.94% over the past twelve months. Bloom Energy Corporation (NYSE:BE) has a market capitalization of $38.462 billion.

Carillon Eagle Small Cap Growth Fund stated the following regarding Bloom Energy Corporation (NYSE:BE) in its fourth quarter 2025 investor letter:

"Bloom Energy Corporation (NYSE:BE) manufactures stationary fuel cell power generation equipment. Despite announcing a strong quarter and demonstrating positive commercial momentum evidenced by additional customer wins as well as an expansion of existing customer relationships, the shares lagged largely due to a moderation in the AI-related enthusiasm that had provided an uplift to the company’s valuation."

Bloom Energy Corporation (NYSE:BE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 64 hedge fund portfolios held Bloom Energy Corporation (NYSE:BE) at the end of the third quarter, up from 43 in the previous quarter. Bloom Energy Corporation (NYSE:BE) delivered $777.7 million in revenue for the fourth quarter of 2025, an increase of 35.9% YoY. 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 list of AI stocks that are skyrocketing. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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