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- $1.3BMarket Cap
- 131.30%1-Year Change
- Electrical Equipment & PartsIndustry
FUELCELL ENERGY (FCEL)
Key Performance
More- Earnings Score: 11
- Momentum Score: 83
- True Yield: N/A
- Financial Health Score: 0
Latest Research & News
Law firm Kirby McInerney LLP is investigating FuelCell Energy for potential securities law violations following the company's disclosure of $17 million in inventory charges related to its Fit Energy agreement. FuelCell revealed that product costs and manufacturing overhead exceed contractual pricing, causing the stock to fall 15.7% to $14.40 per share on September 2, 2026.
09/10/2026, 8:00 PM • GlobeNewswire
Bloom Energy vs. FuelCell Energy: Which Data Center Fuel Cell Maker Is the Better Buy Right Now?
Bloom Energy and FuelCell Energy are competing to power AI data centers. Bloom Energy has emerged as the market leader with $1.065B in Q2 2026 revenue (up 166% YoY), a $20B backlog, and a 225% year-to-date stock surge, but trades at a premium valuation. FuelCell Energy is a riskier, earlier-stage play with a $3.6B backlog and recent $300M capital raise, but faces execution challenges and currently operates at a loss.
09/10/2026, 6:05 PM • The Motley Fool
Law firm Kirby McInerney LLP is investigating FuelCell Energy for potential securities fraud following the company's disclosure of $17 million in inventory charges and losses on its Fit Energy agreement. FuelCell revealed that product costs and manufacturing overhead exceed contractual pricing, causing the stock to fall 15.7% to $14.40 per share on September 2, 2026.
09/03/2026, 8:00 PM • GlobeNewswire
Forget Bloom Energy Stock at $207 Per Share. Buy This Hydrogen-Focused ETF Instead for Just $43.
While Bloom Energy has surged 321% over the past year with strong 2026 guidance, its valuation has become stretched at 18.5x sales and 265x earnings. The article recommends the Global X Hydrogen ETF (HYDR) at $43 as a more prudent alternative, offering diversified exposure to Bloom Energy and other hydrogen industry players like Plug Power and FuelCell Energy.
08/27/2026, 9:15 AM • The Motley Fool
I'm Calling It: Bloom Energy Will Be a Very Different Stock After 2026 for 1 Reason
Bloom Energy is positioned to transform as hydrogen fuel cells gain mainstream adoption for powering AI data centers. Major deals with Oracle, Brookfield, and others signal the fuel cell industry is reaching a critical tipping point, with the market expected to grow 37% annually through 2031. Despite a 40% decline from June peaks, the company's profitability and unique multi-fuel technology make it well-positioned for future growth.
07/19/2026, 11:30 AM • The Motley Fool
1 Big Reason to Buy FuelCell Energy Stock While It's Still Under $30
FuelCell Energy announced a strategic partnership with Siemens to accelerate deployment of molten carbonate fuel cells for commercial projects. The company has a $1.14 billion project backlog and a 267% sequential growth in its sales pipeline. Despite a recent stock offering causing dilution concerns, analysts view the partnership as a strong catalyst given growing data center power demands.
07/12/2026, 3:01 PM • The Motley Fool
Beyond Bloom Energy: This Fuel Cell Company Landed a Huge Data Center Deal
As AI data centers drive unprecedented electricity demand, fuel cell companies are positioned to benefit. Bloom Energy's stock has surged over 1,000% since early 2025 due to strong data center demand. FuelCell Energy recently secured a major deal with Fit Energy for up to 380 MW of fuel cell systems, though only 30 MW is committed initially. However, FuelCell remains high-risk due to significant cash burn, shareholder dilution, and the need to prove it can deliver on its commitments.
07/10/2026, 10:15 AM • The Motley Fool
These Stocks Could Win as Wall Street Looks Beyond AI Software
As Wall Street rotates away from crowded, overvalued AI software trades, institutional investors are positioning in undervalued sectors with tangible assets and government contracts. The article highlights opportunities in advanced aviation, commercial space, and energy sectors, where companies have strong backlogs, de-risked manufacturing partnerships, and technical mean-reversion setups.
07/06/2026, 11:29 AM • Investing
3 Under-the-Radar AI Energy Stocks to Buy Right Now
As hyperscalers invest up to $700 billion in AI data center infrastructure, three energy companies are positioned to capitalize on the resulting power demand: Ford Motor Company is launching battery energy storage systems, FuelCell Energy is leveraging its fuel cell technology with a 4 GW sales pipeline 90% from data centers, and Fluence Energy has partnered with Nvidia to provide battery storage for AI factories.
07/04/2026, 12:30 PM • The Motley Fool
Forget the SpaceX IPO. This Stock Is a Better Bet for Long-Term Investors.
The article argues that Bloom Energy (BE) is a better long-term investment than the upcoming SpaceX IPO. Bloom Energy manufactures solid oxide fuel cells for onsite power generation and has demonstrated strong financial performance with 130% YoY revenue growth and a move to profitability. While trading at a premium valuation of ~60x forward earnings, the company's growth trajectory and the expanding fuel cell market justify the price for long-term investors. In contrast, SpaceX's IPO is viewed as overhyped, with Morningstar valuing it at roughly half the IPO price, and recent IPOs have historically underperformed after initial enthusiasm fades.
06/10/2026, 11:30 AM • The Motley Fool
FuelCell Energy Just Got a Wake-Up Call From Wall Street
FuelCell Energy surged over 12% following a Canaccord Genuity upgrade from Hold to Buy with a $30 price target. The upgrade reflects growing recognition that fuel cell technology is essential for powering AI data centers. The company's sales pipeline grew 267% sequentially to 4 GW, with 89% from potential AI data center clients. FuelCell Energy is investing $200-275 million to expand manufacturing capacity to meet anticipated demand.
06/10/2026, 11:22 AM • Investing
Why Bloom Energy Stock Jumped 10% Tuesday Morning But Then Dropped Quickly
Bloom Energy stock surged 10.7% at market open on Tuesday but quickly gave up all gains by afternoon. The spike was driven by speculation that the company could be added to the S&P 500 index, as it now meets all criteria with a $70 billion market cap and recent profitability. Additionally, an analyst upgrade of rival FuelCell Energy validated the fuel cell market opportunity, where Bloom Energy is positioned as the industry leader with strong growth projections and major contracts including a 2.8 gigawatt partnership with Oracle.
06/09/2026, 2:26 PM • The Motley Fool
Clean Energy Stocks Are Trending — Here's Why
Clean energy stocks surged on Monday driven by two major catalysts: a July 4, 2026 legislative deadline for the One Big Beautiful Bill Act that incentivizes project starts, and growing AI infrastructure demand requiring significant electricity. Notable movers include SUNation Energy (up 150% on reverse merger announcement), American Battery Technology (up 25% after DOE grant reinstatement), and Nano Nuclear Energy (up 8.8% on EPA support). However, FuelCell Energy declined despite expansion plans due to mixed earnings and insider selling.
06/08/2026, 12:13 PM • Benzinga
Is Now the Time to Buy Plug Power?
Plug Power is gaining momentum with a 65% year-to-date stock surge, driven by new CEO Jose Luis Crespo's turnaround strategy, positive 2025 revenue growth of 12.9%, and a major 275-MW electrolyzer contract. However, the company remains high-risk with a $1.69 billion net loss in 2025 and significant cash burn, while facing stiff competition in the hydrogen industry.
05/08/2026, 7:21 PM • The Motley Fool
Is FuelCell Energy (FCEL) the Next Bloom Energy?
FuelCell Energy is pivoting to compete for lucrative data center contracts with a new 12.5 MW Power Block offering, capitalizing on surging demand from AI hyperscalers. While the company's business pipeline has grown 275% since February 2025 and it plans to triple production capacity, it faces significant execution risks and capacity constraints compared to competitor Bloom Energy, which already has $20 billion in backlog and secured major deals.
04/29/2026, 2:37 PM • The Motley Fool
Peers
Statistics
MoreInformation as of 09/11/2026
Company Profile
FuelCell Energy, Inc., together with its subsidiaries, engages in the design, development, production, construction, operation, and servicing of high temperature fuel cells for clean electric power generation. The company engages in the provision of carbonate fuel cell technology; and commercialization of solid oxide electrolysis technology for distributed hydrogen. It also offers carbonate fuel cell products in various configurations and applications of its platform, including on-site power, grid support, and microgrid; carbon capture, recovery, and utilization technologies; and carbonate-based Tri-gen system that produces zero-carbon hydrogen. In addition, the company sells electricity, heat, steam, capacity, and renewable energy credits. In addition, the company provides turn-key solutions, including development, engineering, procurement, construction, interconnection, and operation services for fuel cell projects. It serves utilities and independent power producers, data centers, wastewater treatment, commercial and hospitality, and microgrids; and industrial, commercial, municipal, and government customers, including manufacturing facilities, pharmaceutical processing facilities, universities, and healthcare facilities. The company primarily operates in the United States, South Korea, Europe, and Canada. FuelCell Energy, Inc. was founded in 1969 and is headquartered in Danbury, Connecticut.
Key Executives
- Jason Few
- Michael S. Bishop
- Shankar Achanta
- Amanda Schreiber
- Kix Ryen
Current Ownership Distribution
- Institutions2.3B (72.68%)
- Mutual Funds824.9M (26.16%)
- Insiders36.5M (1.16%)
- Other0 (0.00%)