$FCEL 0.53 Developing

Notable posts

• @wallstengine neutral 208 eng

  Siemens and FuelCell Energy $FCEL signed an MOU to develop fuel cell-based distributed power systems. Siemens will design and supply electrical balance-of-plant systems for 100+MW commercial projects, including fuel cells, battery storage and microgrid controls. https://t.co/V3a9wrt9tx

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• @ProfKayaFinance bullish 130 eng

  Veri merkezlerinin planlandığı kadar hızlı gitmediğini hepimiz biliyoruz. Bunun temel sebebi, her ne kadar Semiconductor kaynaklı olduğunu düşünsek de tek engel çipler değil. Enerji kaynaklı ertelemelerde en az GPU ve CPU kadar etkili. Enerjinin en sürdürülebilir hali nükleer enerji olsa da mevcut kapasitenin yetmediği ve SMR teknolojisinin en iyimser ($OKLO) 2029-2030'da devreye girmesi bekleniyor. Bu süre zarfında $BE | Bloom Energy, $FCEL | Fuelcell, $CWR | Ceres gibi şirketler, bu sürecin en sağlıklı bir şekilde ilerlemesini sağlayan Yakıt Hücresi (SOFC) teknolojisiyle üzerlerine düşeni yapıyorlar. Normalde daha fazla detaya inecektim ama milli maçı izlemek icin sabahın köründe kalkınca tüm gün evin içinde ruh gibi dolandım, okuduğumdan da pek bir şey anlamadım dürüst olmak gerekirse. Onun için size bırakıyorum araştırma kısmını, ileride vaktim olursa tekrardan ele alırız. Çoğunun değerlemesi çok yükseldi ama yine de 2031'e kadar %41 büyümesi bekleniyor sektörün. Bu da hafife alınacak bir rakam değil. Şöyle bir şey yapılabilir riski dağıtmak için: Ana oyunculardan $VST Vistra ve $CEG | Constellation Energy şirketlerinden birinin yanına bunlardan birini ekleyebilirsiniz ve zamanla pozisyon ayarlaması yapılabilir. Enerji tarafının ne kadar önemli olduğunu unutmayin. Birde okudukça yeni kaynaklar ve araştırma sayfalarını paylaşacağım.

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• @wallstengine neutral 125 eng

  $FCEL signed a strategic agreement with Fit Energy for up to 380 MW of on-site fuel cell power for data centers. Initial deployment is 30 MW, with delivery expected to begin later this year and an immediate deposit tied to that phase. Fit Energy can receive warrants tied to future deployment milestones as additional capacity comes online. FuelCell said the deal supports its decision to scale operations to 500 MW to serve a growing data center power pipeline.

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• @wallstengine bullish 107 eng

  B. Riley Upgrades $FCEL to Buy from Neutral, Raises PT to $32 from $13 Analyst comments: "We’re upgrading FuelCell Energy to Buy after the company announced an agreement for up to 380 MW of power deployment for data centers. The agreement is with Fit Energy USA, an energy infrastructure developer focused on ownership of power generation assets, namely fuel cell technology and natural gas turbines. The company was formed to deliver power solutions to support advanced computing infrastructure and AI data centers through a hybrid model supporting behind-the-meter, microgrid, and grid-connected structures. It is backed by Fit Ventures, a multi-strategy private investment firm managing a diverse range of businesses across venture capital and private equity. Fit Ventures’ portfolio companies include Hypertec, which provides high-performance and end-to-end solutions across HPC, AI, and cloud, and 5C Data Centers, a full AI digital infrastructure provider with >2 GW of roadmap capacity in the U.S. The two companies formed 5C Group with Hypertec’s acquisition of 5C Data Centers last year, which is currently expanding its data center capacity across several sites. FuelCell’s agreement includes an immediate deposit for an initial 30 MW of power scheduled to begin delivery later this year, before potential additional phases for up to 380 MW. The firm order with Fit Energy provides increased confidence in FuelCell’s ability to convert significant data center players into customers. We’re raising our estimates and price target from $13 to $32." Analyst: Ryan Pfingst

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• @wallstengine neutral 105 eng

  FUELCELL ENERGY $FCEL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $33.0M (Est. $41.3M) 🔴; -29% YoY 🔹 Adj. EPS: -$0.64 (Est. -$0.41) 🔴 🔹 Committed Backlog: $1.3B; +4.1% YoY 🔹 Committed + Awarded Backlog: $3.6B 🔸 Signs first data center power agreement (75 MW) Segment Revenue: 🔹 Product: $18.0M 🔹 Generation: $8.8M 🔹 Advanced Technologies: $3.8M 🔹 Service: $2.4M Other Q3 Metrics: 🔹 Gross Loss: -$24.5M; +377% YoY 🔹 Adjusted EBITDA: -$36.7M; +124% YoY 🔹 Loss from Operations: -$46.7M; -51% YoY 🔹 Net Loss: -$45.3M; -51% YoY 🔹 Cash & Restricted Cash: $737.3M Targets: 🔹 Annualized Production Rate: 100 MW by Oct 2026 🔹 Positive Adjusted EBITDA: targeted Q4 FY27 🔹 Torrington Capacity: 500 MW by June 2028 Key Updates: 🔸 First data center power deal (post-quarter): Capacity Reservation Agreement with a major data center operator for a planned 75 MW project in Texas (six 12.5 MW units), supported by an upfront reservation payment 🔸 Fit Energy CEPA: up to 380 MW across four phases for data center baseload power; Phase 0 (30 MW) deliveries begin Q4 FY26; the $2.4B added to Awarded Capacity Backlog covers Fit Energy’s option on a further 350 MW — not contracted, outside Committed Backlog 🔸 Gross loss widened on inventory and purchase-commitment charges tied to Phase 0 of the CEPA — costs at the current ~37.1 MW annualized production rate exceed CEPA pricing 🔸 Cash rose to $737.3M ($658.1M unrestricted) after the July offering at $21.00/share and ATM sales at a $13.31 average ($52.9M net) 🔸 Siemens MOU for faster, lower-cost 100+ MW projects; first two carbon capture modules delivered to ExxonMobil

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• @kevinxu bullish 90 eng

  imagine seeing this and going "yeah bullish" $FCEL https://t.co/Xnm0q0L7aF

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• @wallstengine bullish 85 eng

  UBS upgraded $FCEL to Buy and raised its price target to $27 from $22. UBS says FuelCell can help address a supply gap as competitors focus on larger-scale orders, with the Fit Energy deal and Siemens partnership as key catalysts. The firm expects the Siemens collaboration to accelerate commercialization of scalable 100MW+ fuel cell power solutions, while Fit Energy’s planned capacity expansion could support a re-rating as execution scales.

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• @wallstengine neutral 81 eng

  $FCEL reported Q2 revenue of $35.6M, down 5% YoY, with backlog falling 9.9% to $1.14B. Sales pipeline expanded to 4 GW, up 267% from Q1. FuelCell also plans to expand its Torrington facility to support up to 500 MW of annualized production, at an estimated cost of $200M-$275M over 24 months. The company also introduced a standardized 12.5 MW FuelCell Energy Block for data center applications.

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