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FuelCell Energy touts a 4GW AI data center pipeline and a 500MW factory ramp, but Q2 revenues miss and the operating loss widens.

Shares of carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) fell 11.2% in the afternoon session after it reported Q2 fiscal 2026 results that missed on every financial metric, including revenue, loss per share, gross margin, and backlog.

FuelCell Energy reported a wider-than-expected quarterly loss of $1.45 per share and a 5% decline in revenue to $35.6 million.

Moby summary of FuelCell Energy, Inc.'s Q2 2026 earnings call

Michael S. Bishop: Thank you, operator. This morning, FuelCell Energy released our financial results for the second quarter of fiscal year 2026 and our earnings press release is available in the Investors section of our website at www.fuelcellenergy.com. In addition to this call and our earnings press release, we have posted a slide presentation on our website.

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.

Cerebras initiated, Crocs upgraded: Wall Street's top analyst calls

FuelCell Energy (FCEL) delivered earnings and revenue surprises of -20.46% and -13.43%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

FuelCell Energy stock has more than doubled in 2026 as the data-center buildout fuels demand for the company’s fuel cell power plants.

Carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) fell short of the market’s revenue expectations in Q1 CY2026, with sales falling 4.9% year on year to $35.59 million. Its non-GAAP loss of $0.53 per share was 21.8% below analysts’ consensus estimates.

Carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) will be reporting results this Monday before market open. Here’s what investors should know.

What to expect from Fuel Cell Energy's earnings report. AI data centers drove huge gains for FCEL stock and its peers.

FuelCell Energy stock snapshot FuelCell Energy (FCEL) has drawn investor attention after a sharp share price rebound over the past month, paired with annual revenue of US$169.7 million and a reported net loss of US$185.6 million. That mix of recent share price strength and continuing losses, alongside a market value of about US$1.15b and revenue concentrated in South Korea and the United States, leaves investors weighing what they are really paying for the company’s clean energy...

Oracle stock has climbed off lows along with security software stock SailPoint. Both stocks have earnings coming up, along with Adobe.

Fuel cell stocks are taking a sharp step back midday Wednesday, with FuelCell Energy (NASDAQ:FCEL) leading the decline. FuelCell Energy shares are down 10% to around $22, after closing Tuesday at $24.64. Plug Power (NASDAQ:PLUG) shares are off 6% to around $3.83, while Bloom Energy (NYSE:BE) is slipping a more modest 3% to around $294. ... FuelCell Energy Plunges 10%, Plug Power Falls 6% in Fuel Cell Rout as Bloom Energy Slips

FCEL's fuel cells let food and beverage plants make power and heat while recovering CO2 on-site - boosting resilience when supplies tighten.

BE's estimate upgrades and ROIC gap outweigh FCEL's lower leverage, as both chase fuel-cell and hydrogen demand.

Fuel cell stocks are splitting in opposite directions midday Wednesday. Plug Power (NASDAQ:PLUG) stock is up 6% to $4.07, while sector peers FuelCell Energy (NASDAQ:FCEL) and Bloom Energy (NYSE:BE) are slipping into the red. FCEL stock is down 4% to $23.32, and BE stock is off 3% to $294.64. The split looks dramatic on the ... Plug Power Is Up 6% but FuelCell Energy and Bloom Energy Are in the Red. What’s Going On With Fuel Cell Stocks?

Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.

FuelCell Energy (NasdaqGM:FCEL) has appointed cybersecurity entrepreneur John Livingston to its Board of Directors. Livingston brings experience in industrial operations, cybersecurity and resilient power for data centers and critical infrastructure. The appointment aligns with FuelCell Energy’s focus on AI related data center customers and critical infrastructure power needs. FuelCell Energy enters this boardroom change with its share price at $25.01 and a recent run of strong shorter term...

Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline prices don’t guarantee quality, and investors should exercise caution as some have shaky business models.

John Livingston joined the company’s board of directors.

Shares of FuelCell Energy (NASDAQ:FCEL) are ripping higher in midday trading Wednesday, up 15% as hydrogen bulls rotate back into the most beaten-down name in the complex. Bloom Energy (NYSE:BE) stock is participating as well, gaining 9%. Plug Power (NASDAQ:PLUG) shares, by contrast, are barely budging with a 1% uptick. That’s the story today: the ... FuelCell Energy Rockets 15%, Bloom Energy Jumps 9% While Plug Power Drifts: Why Hydrogen Bulls Picked Winners

Golar LNG (GLNG) delivered earnings and revenue surprises of +60.66% and +9.77%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

FuelCell stock tanks as technical overbought conditions and macro headwinds trigger profit-taking across the broader hydrogen fuel sector. Find out more!

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Shares of FuelCell Energy (NASDAQ:FCEL) slid 22% in Monday morning trading, while Plug Power (NASDAQ:PLUG) shares dropped 12%. The selloff hits two of the loudest winners of the AI power trade. The hydrogen rally is taking a breather after weeks of euphoric upside. The pullback comes after a remarkable run. FuelCell Energy stock has surged ... FuelCell Energy Slumps 22%, Plug Power Sinks 12%: Hydrogen Bulls Hit the Brakes

ReNew Energy Global (RNW) delivered earnings and revenue surprises of +109.52% and +24.70%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Recently, FuelCell Energy announced a 12.5‑megawatt fuel cell platform aimed at large data centers and reported very large year‑over‑year growth in its data center‑focused business pipeline, supported by policy incentives such as a 30% Investment Tax Credit. An interesting angle is that more than four‑fifths of the company’s expanded project pipeline is now tied to data centers and digital infrastructure, underscoring how AI‑driven electricity demand is reshaping its customer mix. We’ll now...

Shares of carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) jumped 20.1% in the afternoon session after investor optimism grew regarding the massive electricity demand from AI-focused data centers, which drove a broad rally across the fuel cell sector.