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A short-seller report accusing Bloom Energy of hiding Chinese supplier reliance has torched 35% of its market value in a month, and tonight's Q2 report may either silence the bears or hand them fresh ammunition.

Bloom Energy (NYSE:BE) shares are tumbling 13% to $188 in Friday afternoon trading, dragging Bloom’s peers lower across the hydrogen and fuel-cell complex. FuelCell Energy (NASDAQ:FCEL) stock is off 9% to $21, while Plug Power (NASDAQ:PLUG) shares are slipping 4% to $2.10. There isn’t a clean, company-specific catalyst behind the Bloom Energy stock move today. ... Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff

Apple, IBM downgraded: Wall Street's top analyst calls

FuelCell has priced a $225 million upsized public offering, leading to a sell-off.

Three fuel-cell stocks that turned into some of 2026's biggest winners are suddenly reversing hard, and the reasons behind each selloff point to very different levels of trouble ahead.

Bloom Energy rebounded modestly Thursday after denying a short-seller's claims. FuelCell Energy also rebounded. On Thursday, Bloom said it "categorically rejects" the "false and misleading" claims from short-seller Hunterbrook Capital regarding its financial results and accounting.

FuelCell Energy (NASDAQ:FCEL) shares declined on Wednesday after the company priced an upsized public offering of common stock, raising concerns among investors over potential dilution. The stock fell 15% to $22.04 following the announcement that FuelCell Energy (NASDAQ:FCEL) priced an...

US stocks are expected to extend losses on Wednesday after oil prices spiked following an exchange of strikes between the US and Iran that led to President Donald Trump declaring the ceasefire "over". Dow Jones futures were down 1.1%, with S&P 500 futures pointing to a 0.9% drop, while...

FuelCell Energy upsized a previously announced common stock offering to $225 million from $200 million earlier.

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. Bloom Energy (NYSE:BE) stock is off 8% at $271.32, and Plug Power (NASDAQ:PLUG) stock is down 5% at $2.50. All three moves are landing on a broadly weak tape. The declines ... FuelCell Energy Drops 10%, Bloom Energy Slides 8%, Plug Power Falls 5% Despite Positive News as Profit-Taking Hits Fuel Cell Stocks

FuelCell Energy (NasdaqGM:FCEL) has been added to several major Russell indices, including the Russell 2000 and Russell 3000. The company is also now included in related value and small cap benchmarks tied to these indices. This index inclusion reflects a change in FuelCell Energy's positioning within the equity market universe tracked by Russell. FuelCell Energy operates in the fuel cell and clean power space, an area that sits at the intersection of energy transition themes and power...

It’s the kind of chart that makes you check if you’ve had too much coffee. From June 25, 2025, to Jun 26, 2026, Bloom Energy (BE) stock put on a +1066% gain, leaving even its peers in the dust. Looking back, it’s easy to chalk it up to the AI frenzy. But the more interesting story is that the core thesis for the surge was openly broadcast, repeatedly, on the company’s earnings calls.

Shares of FuelCell Energy (NASDAQ:FCEL) are up 24% to $24.45 in midday trading Friday, while Bloom Energy (NYSE:BE) stock is down 13% to $268.65. It’s a rare same-session split for two fuel cell peers that typically trade together on AI data center power sentiment. The FuelCell Energy catalyst is concrete: a marquee data center power ... FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence

Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% in Thursday afternoon trading, leading a profit-taking reversal across some fuel cell names. The slide unwinds a chunk of yesterday’s 14% pop tied to FuelCell Energy’s strategic agreement with Fit Energy. Bloom Energy (NYSE:BE) stock is off 7%, last seen near $303 after closing Wednesday at $326.19. ... FuelCell Energy Drops 10%, Bloom Energy Falls 7% in a Profit-Taking Reversal as Plug Power Edges Up

Investors seem to be looking past FuelCell Energy’s disappointing earnings, focusing on its fast-growing AI data center power pipeline.

FuelCell Energy stock plunged after weaker-than-expected earnings and revenue overshadowed a 267% surge in its AI-driven project pipeline.

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.

Canaccord upgraded FuelCell Energy to ‘Buy’ from Hold and raised its price target to $30 from $12, according to The Fly.

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

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.

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

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

FuelCell Energy’s updated analyst narrative now centers on a reset in the price target to US$6 from US$7, alongside a trimmed fair value estimate to US$8.24 from US$8.71. Analysts are revisiting their views after the Q1 miss, weighing the large data center focused proposal pipeline against ongoing execution concerns and competitive pressure from peers with fewer supply constraints. Read on to see what these shifts mean for how you might track the story as it develops, and what to watch next...