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FuelCell Energy (FCEL) Soars 6.9%: Is Further Upside Left in the Stock?

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FuelCell Energy shares surged 6.9% to $7.30 on high volume, reversing a four-week decline, as investors reacted to its growing AI data center pipeline and operational progress. Over 80% of its 2026 commercial pipeline now targets AI data centers, where power shortages are critical, with financing-backed proposals expected to convert into backlog growth soon. South Korea projects are advancing, with multiple module installations planned through fiscal 2026 under long-term service agreements, boosting near-term revenue visibility. Production capacity expansions aim to improve efficiency and profitability, while its carbon capture initiative unlocks long-term opportunities beyond core power generation. Despite a projected $0.49 quarterly loss (72.6% YoY improvement), revenues are forecast to rise 7.1% to $40.07M, though earnings estimates remain flat.
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AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA Stocks FuelCell Energy (FCEL) Soars 6.9%: Is Further Upside Left in the Stock? April 15, 2026 — 06:34 am EDT Written by Zacks Equity Research for Zacks-> FuelCell Energy (FCEL) shares soared 6.9% in the last trading session to close at $7.3. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 1.2% loss over the past four weeks.FuelCell Energy is well-positioned to benefit from growing demand in the AI data center market, where power shortages are becoming a key issue. By early 2026, more than 80% of its commercial pipeline was tied to data centers, supported by its ability to deliver efficient, scalable power solutions suited for high-performance computing. With proposals already in place and financing support available, the company expects project conversions in the coming quarters, which could drive backlog growth and support long-term revenue expansion.Moreover, progress in its South Korea projects is providing clear visibility into near-term revenues, with multiple module installations expected through fiscal 2026 and backed by long-term service agreements. The company is also increasing production capacity to improve efficiency and move closer to profitability. In addition, its carbon capture initiative offers further long-term potential, creating opportunities beyond its core power generation business.This fuel cell power plant maker is expected to post quarterly loss of $0.49 per share in its upcoming report, which represents a year-over-year change of +72.6%. Revenues are expected to be $40.07 million, up 7.1% from the year-ago quarter.Earnings and revenue growth expectations certainly give a good sense of the potential strength in a stock, but empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.For FuelCell Energy, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on FCEL going forward to see if this recent jump can turn into more strength down the road.The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>FuelCell Energy belongs to the Zacks Alternative Energy - Other industry. Another stock from the same industry, Ormat Technologies (ORA), closed the last trading session 2.2% higher at $114.74. Over the past month, ORA has returned 2.4%.Ormat Technologies' consensus EPS estimate for the upcoming report has changed +0.4% over the past month to $0.93. Compared to the company's year-ago EPS, this represents a change of +36.8%. Ormat Technologies currently boasts a Zacks Rank of #3 (Hold). 5 Stocks Set to Double Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%. Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free reportFuelCell Energy, Inc. (FCEL) : Free Stock Analysis ReportOrmat Technologies, Inc. (ORA) : Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Tags Stocks Zacks Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. In 1978, our founder discovered the power of earnings estimate revisions to enable profitable investment decisions. Today, that discovery is still the heart of the Zacks Rank. A wealth of resources for individual investors is available at www.zacks.com. More articles by this source-> Stocks mentioned FCEL ORA More Related Articles This data feed is not available at this time. Data is currently not available • Sign up for the TradeTalks newsletter to receive your weekly dose of trading news, trends and education. Delivered Wednesdays.

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