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

FuelCell Energy Is Up 80% in April. Should You Buy Now?

FuelCell Energy (FCEL) has surged 80% in April, driven by its new 12.5-MW power block for AI data centers and a 275% increase in its business pipeline. The company plans to triple manufacturing capacity with over $1 billion in backlog. However, the company remains unprofitable with increasing gross losses despite 61% revenue growth, presenting significant execution risk and volatility.

04/27/2026, 12:17 PM • The Motley Fool

FuelCell Energy Is Burning Cash Faster Than It’s Building Momentum

FuelCell Energy (FCEL) faces significant challenges despite having game-changing technology for co-located energy. The company is burning cash rapidly through equity dilution (2.4x share count increase on trailing-12-month basis) to fund operations, with profitability not expected until well into the next decade. While revenue grew 61% year-over-year, sequential revenue declined 25% below consensus, and backlog fell 11%. Analysts have a consensus Reduce rating with no Buy recommendations, and the stock faces headwinds from infrastructure challenges, hydrogen production limitations, and intense competition from companies like Bloom Energy and nuclear SMRs.

03/11/2026, 11:34 AM • Investing

FuelCell Energy Attracts Fresh Buyers as AI Power Needs Meet Real Execution

FuelCell Energy stock surged 34% following strong Q4 2025 earnings, driven by growing AI data center demand for reliable power. The company reported $158.2M in annual revenue (41% YoY growth), narrowed net losses, and a $1.19B backlog. With $341.8M in liquidity and hundreds of megawatts in pricing proposals to hyperscalers, management targets profitability once manufacturing reaches 100MW capacity utilization.

12/25/2025, 9:32 AM • Investing

Stock Market Today, Dec. 23: Plug Power's Namibia Launch Fails to Lift Investor Sentiment

Plug Power (PLUG) fell 2.8% to $2.05 on December 23, 2025, despite announcing the installation of an electrolyzer at a facility in Namibia. The stock has declined nearly 10.5% over five days as investor concerns persist regarding funding, execution, and a suspended green hydrogen plant development that could jeopardize a $1.7 billion DOE loan. A planned $375 million convertible notes offering has also raised shareholder dilution concerns.

12/23/2025, 6:02 PM • The Motley Fool

Why Shares of FuelCell Energy Are Skyrocketing Today

FuelCell Energy reported strong Q4 2025 financial results, beating revenue expectations with $55 million in sales, a 12% year-over-year increase. The company showed improvement in financial metrics, including a narrower EBITDA loss and a robust backlog of $1.19 billion.

12/18/2025, 11:04 AM • The Motley Fool

Top Stocks With Earnings This Week: Micron, FuelCell, Carnival and More

Several notable companies are reporting earnings this week, including Micron Technology, FuelCell Energy, Carnival, Nike, and FedEx, with investors closely watching their financial performance and potential market impacts.

12/15/2025, 10:54 AM • Benzinga

Why FuelCell Energy Stock Just Popped

FuelCell Energy's stock rose 22% after analysts raised Plug Power's price target, with investors assuming positive spillover effects in the hydrogen fuel cell sector despite limited substantive news.

10/03/2025, 1:02 PM • The Motley Fool

Stock Market Today: Plug Power Slips as Funding Concerns Offset Hydrogen Gains

Plug Power's stock dropped 3.41% due to government funding cuts and mixed company developments, while U.S. markets ended slightly higher. Hydrogen energy peers also experienced minor stock price declines.

10/02/2025, 6:30 PM • The Motley Fool

Plug Power, FuelCell, Bloom Energy Surge As AI Hype Meets Hydrogen Power

Hydrogen power companies Plug Power, FuelCell Energy, and Bloom Energy are experiencing significant stock gains in 2025, driven by increasing demand from AI-powered hyperscale data centers seeking scalable, emission-free power solutions.

09/23/2025, 10:58 AM • Benzinga