NuScale Power's behind-the-meter push targets grid delays and reliability risks as data centers and industrial users seek direct, dependable power.
FCEL's Q2 loss widens as service and generation softens, but more than $1.1B backlog and data-center pipeline surge keep focus on growth.
An aggressive analyst upgrade just sent shares of FuelCell Energy NASDAQ: FCEL climbing over 12%, signaling a powerful shift in how the market values this clean energy innovator. This appears to be more than just another volatile move; it was a fundamental repricing.
FuelCell Energy touts a 4GW AI data center pipeline and a 500MW factory ramp, but Q2 revenues miss and the operating loss widens.
FuelCell Energy NASDAQ: FCEL reported a wider second-quarter loss for fiscal 2026 as a non-cash impairment tied to its Groton Navy project weighed on results, while management emphasized a sharply expanding sales pipeline tied largely to data center and artificial intelligence-related power demand.
FuelCell Energy (FCEL) came out with a quarterly loss of $0.53 per share versus the Zacks Consensus Estimate of a loss of $0.44. This compares to a loss of $1.79 per share a year ago.
Fuel cell stocks are taking a sharp step back midday Wednesday, with FuelCell Energy (NASDAQ:FCEL) leading the decline.
FCEL's fuel cells let food and beverage plants make power and heat while recovering CO2 on-site - boosting resilience when supplies tighten.
Shares of FuelCell Energy (NASDAQ:FCEL) are up 18% in midday trading on Monday, leading a broad rally across the fuel cell complex.
FuelCell Energy (FCEL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
While OKLO targets long-term baseload power, FuelCell Energy focuses on modular systems for immediate demand.
The hydrogen sector is sending mixed signals this Tuesday morning. FuelCell Energy (NASDAQ:FCEL) stock is up 6% today, rising from $8.65 to $9.17, fueled by investor enthusiasm around the company's hydrogen technology advancements.