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A number of stocks fell in the afternoon session after the 10-year Treasury yield jumped to 5.14%, reaching levels last seen in 2007 and raising borrowing costs across the economy. U.S. stocks fell early Thursday, according to the Associated Press, as surging Treasury yields and rebounding energy prices weighed on financial markets.
Surging Treasury yields just gave fuel cell investors a painful reminder that clean energy ambitions come with a price tag, and not every company in the sector is equally equipped to handle it.
FuelCell Energy's Tri-gen system combines hydrogen, electricity and water output to serve transportation and industrial energy needs.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how FuelCell Energy (NASDAQ:FCEL) and the rest of the renewable energy stocks fared in Q2.
Shares of Bloom Energy (NYSE:BE) have gone on a month-long tear that stands out against both the broad market and every other name in its immediate neighborhood. Bloom Energy stock is at $277.81, having gained 38% over the past month, a run big enough to make the take-profits-or-buy-more question the one worth asking on this […]
Bloom Energy (BE) stock gained 228% over the past year, against 16.7% for the S&P 500. The record second quarter it reported in July came late in that run. Over those twelve months Bloom took a business built on power for hospitals and factories and made it a supplier the major U.S. hyperscalers now approve. Today's price assumes that keeps paying.
A former skeptic upgraded FuelCell on its data center pivot, but weak revenue and an unproven backlog show the turnaround is still far from certain.
Shares of carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) jumped 2.6% in the afternoon session after the U.S. House of Representatives passed the Ratepayer Protection Act, which addresses power-supply infrastructure costs for data centers.
Bloom Energy, FuelCell Energy, Vicor Corporation, Aspen Aerogels, and Enlight Renewable Energy stocks have outperformed clean energy ETFs, benchmark indexes and even some AI ETFs in 2026.
FuelCell Energy (FCEL) is back under the microscope after multiple law firms launched securities class action lawsuits tied to its contract with Fit Energy USA LP and recent production cost disclosures. Despite the legal overhang, FuelCell Energy shares have been volatile rather than quiet, with a 1-day share price return of 14.26% and a 7-day gain of 13.60%, taking the stock to US$17.71 after the post-earnings drop tied to the Fit Energy disclosures. That short burst of momentum contrasts...
A House vote on data center power costs sent fuel cell stocks surging at different speeds Thursday, and the gap between the winners reveals exactly where the market sees the most to gain if this bill ever becomes law.
The House on Wednesday passed the Ratepayers Protection Act, a measure that aims to put the responsibility on tech and data center companies to pay for power upgrades required to operate new large data centers.
Bloom Energy (NYSE:BE) shares are climbing midday Wednesday after S&P Dow Jones Indices confirmed that the fuel cell maker will join the S&P 500 before the market opens on September 21, according to S&P Dow Jones Indices. The index event is next week, but the mechanical buying that drives most inclusion trades lands earlier. The […]
FuelCell Energy is pairing continuous fuel-cell generation with batteries and controls to broaden microgrid use for demanding facilities.
Bloom Energy (NYSE:BE) stock is down 8% to $253.72 midday Monday, as the artificial intelligence (AI) power bid unwinds days before the stock’s scheduled S&P 500 addition. The move interrupts a run that had Bloom Energy shares up 192% year to date (YTD) heading into the session. Peer fuel cell names are sliding alongside Bloom […]
Bloom Energy's S&P 500 addition triggered mechanical buying pressure, but rival fuel cell stocks with no connection to the rebalance are surging alongside it, pointing to a second, more powerful force at work in the sector.
FuelCell Energy (NASDAQ:FCEL) shares rose 3. 0% in premarket trading to $16.
Each company is charting its own unique path in the AI power revolution.
Bloom Energy has soared over 400% in the past year on a wave of AI data center deals and blockbuster earnings, but our model sees a significant gap between where the stock trades and where the fundamentals actually point.
FLNC trades at a steep discount, but weaker fiscal 2026 guidance, project delays and execution risks make the valuation look like a potential trap.
CEO Few highlights first carbon capture demo and $3.6B backlog amid manufacturing ramp.
FuelCell Energy, Inc. (NASDAQ:FCEL) ended its fiscal third quarter with two sharply different measures of future business. Committed Backlog, a company-defined operating metric, was $1.296 billion, up 4.1% from $1.245 billion a year earlier. FuelCell Energy, Inc. (NASDAQ:FCEL) defines Committed Backlog as definitive, non-cancelable agreements executed by FuelCell Energy, Inc. (NASDAQ:FCEL) and its customers. The […]
Bloom Energy (BE) stock returned about 361% in the year from September 4, 2025, moving from roughly $55 to roughly $253. The power shortage behind that run was not what set Bloom apart from everyone else selling into it. The sign worth having sat in Bloom's own disclosures, and it was about speed.
PLUG's revenue recovery and rising electrolyzer demand offer long-term promise, despite persistent losses and financial pressures.
A quarterly index reshuffle just handed one fuel cell maker a flood of forced buying while simultaneously punishing a former Wall Street darling with an unusually steep demotion, and the two moves are opposite sides of the same mechanical trade.
Check out the companies making headlines yesterday:
FCEL targets data center conversions, a 100 MW production rate by October 2026 and positive adjusted EBITDA in fiscal fourth-quarter 2027.
Carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) missed Wall Street’s revenue expectations in Q2 CY2026, with sales falling 29.4% year on year to $33 million. Its non-GAAP loss of $0.64 per share was 62.2% below analysts’ consensus estimates.
Shares of carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) fell 16.9% in the afternoon session after the company reported second-quarter 2026 financial results which fell below Wall Street’s expectations for sales and earnings per share.
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