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NCG Small Cap Growth Strategy's investment thesis on Bloom Energy Corporation ($BE) — Q3 2025 | Buyside Digest

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$BENYSEBloom Energy Corporation

BULL

NCG Small Cap Growth Strategy—BE

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$233.25USD

-7.8% vs last month

$90.29Pitched

+158.3% since pitch

Market Cap$68.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

During 3Q25, Next Century Growth Investors faced relative underperformance in all strategies due to a highly speculative market backdrop where low-quality, unprofitable small-cap stocks disproportionately outperformed. NCG remains committed...

— Tom Press

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