FuelCell Energy 将来の成長
Future 基準チェック /26
FuelCell Energyは、36.9%と27.8%でそれぞれ年率36.9%で利益と収益が成長すると予測される一方、EPSはgrowで61.1%年率。
主要情報
36.9%
収益成長率
61.10%
EPS成長率
| Electrical 収益成長 | 18.7% |
| 収益成長率 | 27.8% |
| 将来の株主資本利益率 | n/a |
| アナリストカバレッジ | Good |
| 最終更新日 | 22 May 2026 |
今後の成長に関する最新情報
Recent updates
Seeking Alpha • 14h
FuelCell Energy: Too Much Promise, Not Enough Proof
Summary FuelCell Energy offers promising technology for large-scale, reliable power, but current fundamentals lag the AI data center-driven hype. Despite 61% YoY revenue growth to $30.5M in Q1 FY2026, gross losses worsened, and growth was driven by non-recurring projects, not new AI/data center clients. Backlog stands at $1.17B but declined YoY, with product backlog shrinking and most future revenue tied to long-term, low-margin contracts. FCEL trades at a steep 7.25x EV/Sales TTM, lacks profitability, and its cash runway is sustained by financing rather than operations, making the stock a high-risk, speculative bet. Read the full article on Seeking Alpha
ナラティブの更新 • May 07
FCEL: Data Center Proposal Surge Will Likely Fail To Offset Execution Risks
Analysts have trimmed FuelCell Energy's fair value estimate to $8.24 from $8.71 and cut their price target to $6 from $7, citing softer margin assumptions, slightly higher discount rates, and concerns about the company gaining traction against competitors, despite a large pipeline of data center related proposals. Analyst Commentary Analysts are reassessing FuelCell Energy's setup after the Q1 miss, focusing on how the company can turn a large proposal pipeline into profitable, repeatable business while competing against peers that appear to have fewer supply constraints.
ナラティブの更新 • Apr 22
FCEL: Data Center Profit Visibility Will Likely Restrict Future Share Upside
Analysts have trimmed FuelCell Energy's 12 month price target by $1 to $6, citing a recent Q1 miss, tougher competition for large data center projects, and limited visibility into sustained profitability. Analyst Commentary Bearish analysts have taken a more cautious stance after the Q1 miss, trimming 12 month expectations and questioning how quickly FuelCell Energy can translate its pipeline into sustainable profits.ナラティブの更新 • Apr 08
FCEL: Data Center Pipeline And Q1 Setback Will Likely Limit Near Term Upside
Analysts have reduced FuelCell Energy's target price to $6 from $7. This change reflects concerns about recent Q1 results, competition from peers that are not supply constrained, and limited visibility into a path to sustained profitability.ナラティブの更新 • Mar 25
FCEL: Data Center Focus And Q1 Miss Will Likely Cap Upside
Narrative Update on FuelCell Energy Analysts have trimmed their price target on FuelCell Energy to $6 from $7, citing a recent Q1 miss, concerns that competitors are not supply constrained, and limited visibility into sustained profitability as key reasons for the reset. Analyst Commentary Bearish analysts have cut their price target on FuelCell Energy to US$6 from US$7 after the recent Q1 miss, signaling a more cautious stance on the stock.ナラティブの更新 • Mar 11
FCEL: Data Center Proposal Challenges Will Likely Limit Future Upside
Analysts have trimmed their price target on FuelCell Energy to $6 from $7, citing lower fair value estimates, a higher discount rate, softer assumed revenue growth and profit margins, and concern that competitors with fewer supply constraints may limit the company’s ability to win and profit from large data center projects. Analyst Commentary Bearish analysts cutting their price target to US$6 from US$7 frame FuelCell Energy as a higher risk name, with execution and profitability questions sitting front and center for anyone considering the stock today.ナラティブの更新 • Feb 24
FCEL: Data Center Power Partnership Will Support Future Re Rating
Analysts have kept their fair value estimate for FuelCell Energy steady at $8.71, while slightly adjusting assumptions on the discount rate, margins, and future P/E to reflect a more updated view of the company’s risk profile and earnings power. What's in the News FuelCell Energy and Sustainable Development Capital LLP agreed to collaborate on deploying up to 450 megawatts of fuel-cell power systems to support data center growth and other mission critical distributed power needs globally (Key Developments).ナラティブの更新 • Feb 10
FCEL: Data Center Power Partnership Will Likely Support A Fairly Valued Outlook
Analysts have trimmed their price target on FuelCell Energy from US$7.00 to US$6.00. They link the change to updated assumptions for slightly higher discount rates, modestly stronger revenue growth and profit margins, and a lower future P/E multiple in their models.ナラティブの更新 • Jan 27
FCEL: Data Center Power Collaboration And Margin Outlook Will Support Measured Re Rating
Analysts have adjusted their price target for FuelCell Energy to reflect a slightly lower discount rate and modestly higher projected profit margin, which has led to a small upward revision in their implied valuation in US$ terms. What's in the News FuelCell Energy and Sustainable Development Capital LLP agreed on a collaboration to explore deploying up to 450 megawatts of advanced fuel cell power systems for data centers and other mission critical distributed power uses worldwide (Key Developments).ナラティブの更新 • Jan 12
FCEL: Lower Discount Rate And Higher Margins Will Support Re Rating
Analysts have raised their price target on FuelCell Energy to approximately US$8.71 from about US$7.38, citing updated assumptions around discount rates, profit margins, revenue growth, and future P/E expectations. Valuation Changes Fair Value Estimate was moved from about US$7.38 to roughly US$8.71 per share, reflecting a moderate upward adjustment in the model output.ナラティブの更新 • Dec 26
FCEL: Higher Earnings Multiple Will Likely Fail To Justify Rich Share Price
Analysts have raised their price target on FuelCell Energy from 5 dollars to 7 dollars, citing a modestly lower discount rate, slightly improved profit margin expectations, and a higher anticipated future earnings multiple that more than offset marginally slower projected revenue growth. Valuation Changes Fair Value: increased moderately from $5.00 to $7.00 per share.分析記事 • Dec 21
FuelCell Energy, Inc. (NASDAQ:FCEL) Soars 34% But It's A Story Of Risk Vs Reward
FuelCell Energy, Inc. ( NASDAQ:FCEL ) shareholders are no doubt pleased to see that the share price has bounced 34% in...ナラティブの更新 • Dec 12
FCEL: Lower Discount Rate Will Likely Fail To Justify Elevated Share Price
Analysts have raised their price target on FuelCell Energy from 4.50 dollars to 5.00 dollars. They cite expectations for faster revenue growth, improved profit margins, a lower perceived risk profile reflected in a reduced discount rate, and a slightly more conservative future earnings multiple.分析記事 • Nov 05
Positive Sentiment Still Eludes FuelCell Energy, Inc. (NASDAQ:FCEL) Following 28% Share Price Slump
The FuelCell Energy, Inc. ( NASDAQ:FCEL ) share price has softened a substantial 28% over the previous 30 days, handing...分析記事 • Sep 10
Why Investors Shouldn't Be Surprised By FuelCell Energy, Inc.'s (NASDAQ:FCEL) Low P/S
FuelCell Energy, Inc.'s ( NASDAQ:FCEL ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a buy right now...分析記事 • May 20
FuelCell Energy, Inc.'s (NASDAQ:FCEL) Shares Leap 25% Yet They're Still Not Telling The Full Story
Those holding FuelCell Energy, Inc. ( NASDAQ:FCEL ) shares would be relieved that the share price has rebounded 25% in...分析記事 • Apr 05
FuelCell Energy, Inc. (NASDAQ:FCEL) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny
To the annoyance of some shareholders, FuelCell Energy, Inc. ( NASDAQ:FCEL ) shares are down a considerable 27% in the...
新しいナラティブ • Apr 02
Cost Cuts And ExxonMobil Collaboration Will Shape Our Future
Strategic partnerships and collaborations in energy and hydrogen sectors are boosting revenue growth and market expansion globally, particularly in Asia and the Americas.分析記事 • Mar 27
FuelCell Energy, Inc.'s (NASDAQ:FCEL) CEO Compensation Is Looking A Bit Stretched At The Moment
Key Insights FuelCell Energy will host its Annual General Meeting on 3rd of April Salary of US$579.3k is part of CEO...分析記事 • Mar 20
Analyst Forecasts Just Became More Bearish On FuelCell Energy, Inc. (NASDAQ:FCEL)
Today is shaping up negative for FuelCell Energy, Inc. ( NASDAQ:FCEL ) shareholders, with the analysts delivering a...Seeking Alpha • Mar 13
FuelCell Energy: Liquidity Could Become An Issue By 2027 - Sell
Summary FuelCell Energy reported mixed Q1/FY2025 results, with revenue underperformance partially offset by a slight top-line beat. While recent restructuring initiatives have resulted in somewhat reduced operating expenses, the company continues to burn substantial amounts of cash. While management highlighted the company's data center opportunity, there won't be any material revenues from these efforts for at least the next couple of years. Declining market capitalization and trading volume have limited the company's ability to replenish dwindling cash balances through persistent open market sales. With no viable path to profitability, FuelCell Energy might run out of funds in FY2027. Consequently, I am reiterating my "Sell" rating on the common shares. In addition, I am downgrading the company's Preferred Shares from "Buy" to "Sell". Read the full article on Seeking Alpha分析記事 • Feb 18
FuelCell Energy, Inc.'s (NASDAQ:FCEL) P/S Is On The Mark
It's not a stretch to say that FuelCell Energy, Inc.'s ( NASDAQ:FCEL ) price-to-sales (or "P/S") ratio of 1.4x right...Seeking Alpha • Dec 28
FuelCell Energy: Sell On Persistent Lack Of A Viable Business Model
Summary FuelCell Energy reported mixed Q4/FY2024 results with a disappointing gross margin performance somewhat offset by positive cash flow from operations. Common shareholder dilution from open market sales continued unabatedly. Due to weak near-term business prospects, management has decided to reduce investments and lower operating expenses. While investors should continue to avoid the common shares, the company's Series B Preferred Shares offer a juicy 13.6% dividend yield, for income-oriented investors. Considering the persistent lack of a viable business model and with dilution for common shareholders from open market sales likely to persist, I reiterate my "Sell" rating on FuelCell Energy's common shares. Read the full article on Seeking Alpha分析記事 • Oct 29
Market Participants Recognise FuelCell Energy, Inc.'s (NASDAQ:FCEL) Revenues
When you see that almost half of the companies in the Electrical industry in the United States have price-to-sales...Seeking Alpha • Sep 06
FuelCell Energy Preferreds: 13.5% Yield Supported By Persistent Common Shareholder Dilution
Summary FuelCell Energy reported less-than-stellar Q3/FY2024 results, with negative gross margins and cash usage at all-time highs. However, FuelCell Energy managed to replenish its cash balances by aggressively selling new shares into the open market. As a result, outstanding shares increased by more than 20% during Q3. On the conference call, management admitted to issues regarding its new solid oxide fuel cell technology, which will require further improvement before being suited for commercial deployments. While investors should continue to avoid the common shares, the company's Series B Preferred Shares offer a juicy 13.5% dividend yield, for income-oriented investors. Given the company's almost unlimited ability to finance operations via open market sales, I expect FuelCell Energy to honor its preferred dividend obligations for the foreseeable future. Read the full article on Seeking Alpha分析記事 • Jun 30
With A 29% Price Drop For FuelCell Energy, Inc. (NASDAQ:FCEL) You'll Still Get What You Pay For
To the annoyance of some shareholders, FuelCell Energy, Inc. ( NASDAQ:FCEL ) shares are down a considerable 29% in the...Seeking Alpha • Jun 12
FuelCell Energy: Relentless Dilution Bodes Well For Preferred Stockholders
Summary FuelCell Energy reported uninspiring Q2/FY2024 results with negative gross margins and significant cash burn. With open market sales remaining the company's primary funding source, relentless dilution for common shareholders continued. Subsequent to quarter-end, the company signed a $160 million long-term service agreement in Korea, which should boost revenues significantly starting in FY2025. While investors should continue to avoid the common shares, the company's Series B Preferred Stock offers a juicy 13.2% dividend yield, for income-oriented investors. Considering the company's almost unlimited ability to finance operations via open market sales, I expect FuelCell Energy to honor its preferred dividend obligations for the time being. Read the full article on Seeking AlphaSeeking Alpha • Jun 05
FuelCell Energy: Consider Potential Q2 Results Miss And Korean Market Opportunities
Summary FuelCell Energy's Q2 FY 2024 results are predicted to miss expectations based on the company's track record and the recent performance of its peers. On the other hand, the South Korean market could provide new growth opportunities for FuelCell Energy, and its shares don't seem to be overvalued. I choose to rate FCEL stock as a Hold after previewing its second quarter results and assessing its latest contract win. Read the full article on Seeking Alpha分析記事 • Apr 23
The Price Is Right For FuelCell Energy, Inc. (NASDAQ:FCEL) Even After Diving 29%
The FuelCell Energy, Inc. ( NASDAQ:FCEL ) share price has fared very poorly over the last month, falling by a...Seeking Alpha • Mar 26
FuelCell Energy Is Walking On A Tightrope
Summary FuelCell Energy, Inc. is entering a critical phase as it tests its carbon capture technology and scales its hydrogen fuel technology. The demand for clean hydrogen is projected to grow to 125-585MTPA by 2050, up from 90MTPA. FuelCell Energy needs to accelerate their scaling efforts as competitors enter and secure hydrogen & ammonia supply contracts domestically. Read the full article on Seeking Alpha分析記事 • Mar 09
FuelCell Energy, Inc. (NASDAQ:FCEL) Just Reported, And Analysts Assigned A US$1.51 Price Target
Last week, you might have seen that FuelCell Energy, Inc. ( NASDAQ:FCEL ) released its quarterly result to the market...Seeking Alpha • Mar 08
FuelCell Energy: Weak Q1 Earnings And Poor Prospects (Rating Downgrade)
Summary FuelCell Energy reported another set of disappointing quarterly results with revenues missing consensus expectations by a mile, gross margins at multi-year lows, and cash burn increasing to new all-time highs. The company finished the quarter with unrestricted cash and cash equivalents of $297.5 million, down $56.2 million sequentially, as the company abstained from selling additional shares in the open market. A projected lack of module replacements will impact revenues in the coming years, with the issue likely to result in the company missing FY2024 consensus expectations by a mile. With the legacy, natural gas-powered molten carbonate fuel cell platform not likely to make a comeback anytime soon, and the new solid oxide offering still in its infancy, I would expect FuelCell to struggle for years to come. Due to the company's weak prospects, material cash burn, and resulting high likelihood of further dilution for common shareholders, I am downgrading FCEL shares to "Sell" from "Hold". Read the full article on Seeking Alpha分析記事 • Dec 22
There's Reason For Concern Over FuelCell Energy, Inc.'s (NASDAQ:FCEL) Massive 32% Price Jump
FuelCell Energy, Inc. ( NASDAQ:FCEL ) shareholders have had their patience rewarded with a 32% share price jump in the...分析記事 • Dec 14
Health Check: How Prudently Does FuelCell Energy (NASDAQ:FCEL) Use Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Sep 15
Health Check: How Prudently Does FuelCell Energy (NASDAQ:FCEL) Use Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jun 05
FuelCell Energy (NASDAQ:FCEL) Is Using Debt Safely
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Apr 17
FuelCell Energy, Inc.'s (NASDAQ:FCEL) Shareholders Might Be Looking For Exit
FuelCell Energy, Inc.'s ( NASDAQ:FCEL ) price-to-sales (or "P/S") ratio of 6.6x may look like a poor investment...分析記事 • Dec 21
Analysts Just Shaved Their FuelCell Energy, Inc. (NASDAQ:FCEL) Forecasts Dramatically
Market forces rained on the parade of FuelCell Energy, Inc. ( NASDAQ:FCEL ) shareholders today, when the analysts...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 10/31/2028 | 358 | -74 | -59 | -23 | 4 |
| 10/31/2027 | 230 | -103 | -97 | -56 | 7 |
| 10/31/2026 | 158 | -103 | -115 | -78 | 7 |
| 1/31/2026 | 170 | -186 | -132 | -114 | N/A |
| 10/31/2025 | 158 | -191 | -148 | -125 | N/A |
| 7/31/2025 | 152 | -203 | -129 | -97 | N/A |
| 4/30/2025 | 129 | -144 | -173 | -133 | N/A |
| 1/31/2025 | 114 | -138 | -189 | -140 | N/A |
| 10/31/2024 | 112 | -129 | -212 | -153 | N/A |
| 7/31/2024 | 85 | -118 | -252 | -175 | N/A |
| 4/30/2024 | 87 | -110 | -235 | -147 | N/A |
| 1/31/2024 | 103 | -112 | -246 | -145 | N/A |
| 10/31/2023 | 123 | -111 | -233 | -140 | N/A |
| 7/31/2023 | 140 | -123 | -219 | -149 | N/A |
| 4/30/2023 | 158 | -128 | -190 | -136 | N/A |
| 1/31/2023 | 136 | -124 | -159 | -118 | N/A |
| 10/31/2022 | 130 | -146 | -159 | -112 | N/A |
| 7/31/2022 | 105 | -128 | -166 | -98 | N/A |
| 4/30/2022 | 89 | -110 | -174 | -94 | N/A |
| 1/31/2022 | 87 | -99 | -172 | -88 | N/A |
| 10/31/2021 | 70 | -104 | -144 | -70 | N/A |
| 7/31/2021 | 73 | -99 | -125 | -73 | N/A |
| 4/30/2021 | 65 | -102 | -104 | -63 | N/A |
| 1/31/2021 | 69 | -98 | -89 | -61 | N/A |
| 10/31/2020 | 71 | -92 | -69 | -37 | N/A |
| 7/31/2020 | 65 | -109 | -71 | -37 | N/A |
| 4/30/2020 | 69 | -101 | -81 | -27 | N/A |
| 1/31/2020 | 59 | -108 | -88 | -25 | N/A |
| 10/31/2019 | 61 | -100 | N/A | -31 | N/A |
| 7/31/2019 | 68 | -82 | N/A | -31 | N/A |
| 4/30/2019 | 57 | -91 | N/A | -44 | N/A |
| 1/31/2019 | 69 | -87 | N/A | -36 | N/A |
| 10/31/2018 | 89 | -62 | N/A | 16 | N/A |
| 7/31/2018 | 119 | -55 | N/A | 15 | N/A |
| 4/30/2018 | 118 | -55 | N/A | 9 | N/A |
| 1/31/2018 | 117 | -51 | N/A | -7 | N/A |
| 10/31/2017 | 96 | -57 | N/A | -72 | N/A |
| 7/31/2017 | 72 | -60 | N/A | -58 | N/A |
| 4/30/2017 | 84 | -54 | N/A | -64 | N/A |
| 1/31/2017 | 92 | -56 | N/A | -80 | N/A |
| 10/31/2016 | 108 | -54 | N/A | -47 | N/A |
| 7/31/2016 | 135 | -50 | N/A | -55 | N/A |
| 4/30/2016 | 155 | -46 | N/A | -53 | N/A |
| 1/31/2016 | 155 | -40 | N/A | -33 | N/A |
| 10/31/2015 | 163 | -33 | N/A | -44 | N/A |
| 7/31/2015 | 166 | -28 | N/A | -61 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: FCEL今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: FCEL今後 3 年間、利益が出ない状態が続くと予測されています。
高成長収益: FCEL今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: FCELの収益 ( 27.8% ) US市場 ( 11.8% ) よりも速いペースで成長すると予測されています。
高い収益成長: FCELの収益 ( 27.8% ) 20%よりも速いペースで成長すると予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: FCELの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 13:40 |
| 終値 | 2026/05/26 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2025/10/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
FuelCell Energy, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21
| アナリスト | 機関 |
|---|---|
| John Marc Roy | Brean Capital Historical (Janney Montgomery) |
| Ryan Pfingst | B. Riley Securities, Inc. |
| George Gianarikas | Canaccord Genuity |