Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% to $26.89 in midday trading Tuesday, leading a coordinated slide across hydrogen and fuel cell names.
I recommend a buy rating for FuelCell Energy (FCEL) due to its emerging data-center power demand and standardized product offering. FCEL's 12.5 MW standardized Energy Block targets rapid, repeatable deployments, with a proposal pipeline exceeding 5 GW—90% tied to data centers. The Fit Energy agreement secures an initial 30 MW tranche, validating FCEL's data-center strategy and supporting a 380 MW framework.
FuelCell Energy (NASDAQ:FCEL) stock is up 23% to $36.64 in early Tuesday trading, extending a powerful June rally.
FuelCell Energy (NASDAQ:FCEL) stock is up 17% in morning trading on Monday, leading a sharp rally across hydrogen and fuel cell names.
Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% in Thursday afternoon trading, leading a profit-taking reversal across some fuel cell names.
FCEL and Fit Energy join forces to deliver up to 380 MW of clean, reliable power for AI-driven data centers and digital infrastructure.
FuelCell Energy's 4-GW pipeline highlights AI-driven on-site power demand, but turning proposals into contracts remains the key test.
FCEL's sharp rally has lifted optimism, but losses, weak backlog visibility and funding needs keep its investment case far from straightforward.
FuelCell Energy's data-center pipeline is growing as AI power demand rises, but its 2026 outlook hinges on signed orders, production scale and narrower losses.
FCEL is pitching modular fuel-cell power blocks as a scalable on-site solution for data centers facing AI-driven electricity demand and grid delays.
FuelCell Energy‘s (NASDAQ:FCEL) stock is up 14% to $24.91 in Wednesday morning trading, decisively outpacing other major fuel-cell names.
Here is how FuelCell Energy (FCEL) and National Energy Services Reunited (NESR) have performed compared to their sector so far this year.