FCEL logo

FuelCell Energy, Inc. Stock Price

NasdaqGM:FCEL Community·US$678.0m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 61 Fair Values set on narratives written by author

FCEL Share Price Performance

US$13.70
9.12 (199.13%)
US$12.00
Fair Value
US$13.70
9.12 (199.13%)
14.2% overvalued intrinsic discount
US$12.00
Fair Value
Price US$13.70
AnalystHighTarget US$12.00
AnalystLowTarget US$6.00
AnalystConsensusTarget US$8.24

FCEL Community Narratives

·
Fair Value US$12 2.3% overvalued intrinsic discount

Electrification And Green Hydrogen Will Power Clean Grids

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
·
Fair Value US$6 104.7% overvalued intrinsic discount

Fuel Cell Execution Risks And Negative Margins Will Invite Opportunity

1users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value US$8.24 49.0% overvalued intrinsic discount

Cost Cuts And ExxonMobil Collaboration Will Shape Our Future

0users have liked this narrative
0users have commented on this narrative
50users have followed this narrative

Trending Discussion

Updated Narratives

FCEL logo

FCEL: Data Center Proposal Surge Will Likely Fail To Offset Execution Risks

Fair Value: US$8.24 49.0% overvalued intrinsic discount
50 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
FCEL logo

FCEL: Data Center Profit Visibility Will Likely Restrict Future Share Upside

Fair Value: US$6 104.7% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
FCEL logo

Electrification And Green Hydrogen Will Power Clean Grids

Fair Value: US$12 2.3% overvalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Adequate balance sheet with low risk.

3 Risks
1 Reward

FuelCell Energy, Inc. Key Details

US$169.7m

Revenue

US$196.8m

Cost of Revenue

-US$27.1m

Gross Profit

US$158.6m

Other Expenses

-US$185.6m

Earnings

Last Reported Earnings
Jan 31, 2026
Next Reporting Earnings
n/a
-3.51
-15.95%
-109.39%
15.4%
View Full Analysis

About FCEL

Founded
1969
Employees
424
CEO
Jason Few
WebsiteView website
www.fuelcellenergy.com

FuelCell Energy, Inc., together with its subsidiaries, engages in the design, development, production, construction, operation, and servicing of high temperature fuel cells for clean electric power generation. The company engages in the provision of carbonate fuel cell technology; and commercialization of solid oxide electrolysis technology for distributed hydrogen. It also offers carbonate fuel cell products in various configurations and applications of its platform, including on-site power, grid support, and microgrid; carbon capture, recovery, and utilization technologies; and carbonate-based Tri-gen system that produces zero-carbon hydrogen. In addition, the company sells electricity, heat, steam, capacity, and renewable energy credits. In addition, the company provides turn-key solutions, including development, engineering, procurement, construction, interconnection, and operation services for fuel cell projects. It serves utilities and independent power producers, data centers, wastewater treatment, commercial and hospitality, and microgrids; and industrial, commercial, municipal, and government customers, including manufacturing facilities, pharmaceutical processing facilities, universities, and healthcare facilities. The company primarily operates in the United States, South Korea, Europe, and Canada. FuelCell Energy, Inc. was founded in 1969 and is headquartered in Danbury, Connecticut.

Recent FCEL News & Updates

Narrative Update 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.
Narrative Update 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.

Recent updates

No updates