FuelCell Energy, Inc. (FCEL)
FCEL Stock Outlook for 2026: Data Centers, Korea, and Risks
FCEL eyes 2026 growth via Korea projects and AI data center demand, but backlog pressure, low production scale, and timing risks cloud visibility.
FCEL and AI Data Centers: Can 12.5 MW Blocks Drive Scale?
FuelCell Energy bets on 12.5 MW modular blocks to power AI data centers, but scaling depends on converting proposals into contracts and ramping output.
FCEL Strategy Taps Emerging Opportunity in Data Center Power
FuelCell Energy targets data center power demand with modular 12.5 MW blocks, enabling faster deployment as AI-driven growth strains grid capacity.
FCEL Targets AI Data Centers With DC Power and Carbon Capture
FuelCell Energy targets AI data centers with DC fuel cell power, heat-driven cooling and carbon capture.
FuelCell Energy Is Burning Cash Faster Than It's Building Momentum
If anything, its results reflect the industry's hurdles, which include high costs, inefficiency relative to other power generation techniques, and the fact that hydrogen isn't exactly green.
FuelCell Energy: Sell On Superior Competition And Persistent Common Shareholder Dilution
FuelCell Energy reported underwhelming Q1 results with revenues well below consensus expectations and sizeable cash burn. However, relentless common shareholder dilution easily offset persistent cash outflows. During Q1, the company sold 6.4 million shares into the open market for net proceeds of $54.9 million. While management continues to tout the company's AI data center opportunity, much larger competitor Bloom Energy offers a vastly superior solution.
FuelCell Energy, Inc. (FCEL) Q1 2026 Earnings Call Transcript
FuelCell Energy, Inc. (FCEL) Q1 2026 Earnings Call Transcript
FuelCell Energy (FCEL) Reports Q1 Loss, Misses Revenue Estimates
FuelCell Energy (FCEL) came out with a quarterly loss of $0.52 per share versus the Zacks Consensus Estimate of a loss of $0.68. This compares to a loss of $1.42 per share a year ago.
Can FuelCell Energy Power Data Centers Amid Grid Limits?
FCEL says its modular fuel cells can power data centers facing grid delays, offering behind-the-meter generation that installs in months, supplying baseload.
Carbon Capture and Hydrogen Could Reshape FuelCell Energy
FCEL is advancing carbon capture and hydrogen projects with ExxonMobil and Toyota, aiming to unlock new revenue streams in a shifting energy market.
FuelCell Energy Technology Strengthens the Green Hydrogen Case
FCEL sharpens its green hydrogen edge with solid oxide tech and a strategy built on efficiency over hype.
Is FCEL Better Positioned Than OKLO for Data Center Power?
Fuel cell scalability and speed give FCEL an edge over OKLO as AI-driven data center power needs accelerate.
