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...