US · Industrials · Electrical Equipment & Parts
EPS came in at -0.67 against a street estimate of -0.35 — a miss of 91.4%.
Analysts rate FuelCell Energy Inc a buy (6 buy, 4 hold, 2 sell out of 12) with an average price target of $21.10.
CONFIDENT FuelCell Energy secured first AI data center fuel cell order (380 MW), grew backlog to $3.6B, and targets 100 MW production by Oct 2026. Q3 revenue declined 29% YoY to $33M; company posted $17M in Phase 0 inventory/commitment charges but expects EBITDA profitability by Q4 FY2027. Q3 FY26 Management highlighted data center opportunities concentrated in US, particularly Texas with 'bring your own power' requirements. International portfolio includes ongoing South Korea service revenue and strategic carbon capture partnership in Europe. Analysts pressed on deal timelines, Phase 0 margin recovery mechanics, and ExxonMobil carbon capture expansion scope. Management clarified that Phase 0 charges are temporary/one-time tied to low volume; profitability hinges on production ramp and backlog conversion, not assured. 2026-09-02…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 5.39% |
| Legal & General Group PLC | 3.03% |
| Vanguard Capital Management, LLC | 2.92% |
| State Street Corp | 2.68% |
| Two Sigma Investments LLC | 2.58% |
| Geode Capital Management, LLC | 1.76% |
| Encompass Capital Advisors LLC | 1.71% |
| UBS Group AG | 1.59% |
| Document | Date |
|---|---|
| Board / officer change · Q4 FY2026 HEADLINE NUMBERS • FuelCell Energy appointed Matthew Latino as Executive Vice President, Chief Financial Officer and Treasurer, effective October 7, | 2026-10-07 |
| Quarterly report · Q3 FY2026 FUELCELL ENERGY, INC. - Q3 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash position: $658.1 million (unrestricted) as of July 31, 2026, up 136% from $278. | 2026-09-02 |
| Results announced · Q4 FY2026 FUELCELL ENERGY INC. – Q3 FISCAL 2026 SUMMARY HEADLINE NUMBERS • Total revenues: $33.0 million (down 29% vs. $46.7 million prior year) • Gross loss: | 2026-09-02 |
| Company announcement · Q3 FY2026 FUELCELL ENERGY, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Document Date: July 21, 2026 • Company: FuelCell Energy, Inc. (ticker: FCEL, Nasdaq) • H | 2026-07-21 |
| Material agreement · Q3 FY2026 FUELCELL ENERGY, INC. (FCEL) - FORM 8-K SUMMARY HEADLINE NUMBERS • Company completed underwritten public offering of 10,714,286 shares at $21.00 per | 2026-07-09 |
| Material agreement · Q3 FY2026 FUELCELL ENERGY, INC. – FORM 8-K SUMMARY (June 22, 2026) HEADLINE NUMBERS • Major equipment purchase agreement signed with Fit Energy USA LP on June | 2026-06-24 |
| Quarterly report · Q2 FY2026 FUELCELL ENERGY, INC. – FORM 10-Q SUMMARY Period Ended April 30, 2026 --- HEADLINE NUMBERS • Total revenues (6 months): $66,120 thousand vs. $56,40 | 2026-06-08 |
| Quarterly report · Q1 FY2026 FUELCELL ENERGY, INC. - Q1 2026 SUMMARY HEADLINE NUMBERS • Total revenues: $30.531 million (Q1 2026) vs $18.997 million (Q1 2025) — 60.7% increase • | 2026-03-09 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Split | 1 : 30 effective Nov 11, 2024 | 2024-11-11 |
| Announcement | Date |
|---|---|
| Raises $245M for manufacturing capacity expansion and working capital FuelCell Energy completed a stock offering on July 9, 2026, selling 10.7 million shares at $21 per share, plus an additional 1.6 million shares from an overallotment option exercised by unde | 2026-07-09 |
| Warrant agreement with Fit tied to power generation platform orders On June 22, 2026, the company issued warrant agreements to Fit giving them the right to purchase up to 12 million shares of common stock at $26.44 per share. The warrants are divided into th | 2026-06-24 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.