Bloom Energy (BE) Raises Full-Year Outlook Following 166% Revenue Surge

Polen Capital, an investment management company, released its Q3 2026 investor letter for its “5Perspectives Growth Opportunities Strategy”. The letter can be downloaded here. The Portfolio fell 6.2% in Q3 2026, underperforming the Russell 3000 Growth Index’s 0.5% gain. Twist Bioscience, CrowdStrike, and an underweight in Micron helped relative performance, while Argan, an underweight in Microsoft, and Bloom Energy detracted. Despite market volatility, the team sees AI fundamentals as...