Fuelcell Energy

Oppenheimer rates FuelCell Energy as "Outperform" and, with a $24.00 price target, sees upside of about 48%. The company reports agreements for up to 380 MW of capacity to power data centers and plans to expand processing capacity in Torrington to 100 MW from October. The stock recovered in late September and early October; nevertheless, ongoing fundamental losses counsel caution. » Altro su finanzen.net

FuelCell Energy's stock rose about 3.0% in premarket trading to $16.06 after having fallen roughly 17% following Q3 results that missed revenue and earnings expectations. The gains are attributed to several analyst comments, including a buy rating from Canaccord Genuity, and a gradual rebound after the sell-off. Management stressed that nearly 90% of the sales pipeline is tied to power demand from data centers, which supports the growth scenario, while fundamental profitability problems persist. » Altro su de.investing.com

FuelCell Energy reported an adjusted loss of $0.64 per share for Q3 2026 on revenue of $33.0 million, missing consensus estimates. The quarter was marked by charges of $17.0 million for inventories and purchase commitments and a significantly widened gross loss. Cash and equivalents rose to $737.3 million following a capital raise, while management is targeting positive adjusted EBITDA in Q4 of fiscal 2027 and a production ramp to an annualized 100 MW by October 2026. Investors reacted with a roughly 15.8% premarket drop in the share price. » Altro su de.investing.com

FuelCell Energy jumped about 6% on optimism around AI data‑center power deals and recent upgrades and partnerships, including UBS coverage, a Siemens collaboration and a Fit Energy supply deal. Bloom Energy slid roughly 6% after TD Cowen reiterated a Hold, flagged delays at Oracle and AEP projects and called the stock richly valued, leaving it vulnerable despite a profitable quarter. Plug Power lagged with a smaller decline, and investors will watch Bloom Energy’s July 28 earnings and whether FuelCell Energy holds above $19. » Altro su finance.yahoo.com

FuelCell Energy dropped about 11% after Q2 results showed revenue down 5% year-over-year and a $42.6 million non-cash impairment, while a $225 million share offering priced at $21 created a dilution overhang that pushed the stock below the offering price. The move comes amid a broader fuel-cell sector unwind driven by profit-taking, with related names also trading sharply lower and concentrated exposure in the HYDR hydrogen ETF. Management cites a 4 GW pipeline and $373 million in cash, but chronic unprofitability and high volatility remain key risks. » Altro su finance.yahoo.com