Core Insights - FuelCell Energy (FCEL) is strategically focusing on the convergence of distributed power, carbon capture, and hydrogen production in response to stricter emissions regulations and increasing electricity demand [1] - The company has partnered with ExxonMobil to enhance its carbonate fuel cell technology for carbon capture from industrial exhaust while generating lower-carbon electricity, heat, and hydrogen [1][4] Carbon Capture Technology - Laboratory tests with ExxonMobil have demonstrated carbon capture rates exceeding 90%, with a pilot project scheduled for 2026 at ExxonMobil's Rotterdam facility to validate the technology in real-world conditions [2] - FuelCell Energy's integrated approach captures carbon dioxide during the electrochemical process, improving efficiency and enabling multiple revenue streams, while also reducing nitrogen oxide emissions by approximately 70% when treating industrial exhaust [3] Collaboration and Development - The ongoing collaboration with ExxonMobil showcases the potential of the technology to reduce emissions in carbon-intensive industries without compromising power output [4] - FuelCell Energy is also developing internal carbon recovery solutions that can be integrated into new installations or retrofitted into existing systems, allowing for a gradual reduction in carbon intensity [4] Hydrogen Production Opportunities - The company is expanding its hydrogen production capabilities, with significant advancements in solid oxide electrolysis testing at Idaho National Laboratory, where its system became the largest electrolyzer tested at the site [5] - The Tri-gen project with Toyota at the Port of Long Beach exemplifies FuelCell Energy's hydrogen capabilities, producing electricity, hydrogen, and usable water from a single installation [6] Market Performance - Shares of FuelCell Energy have increased by over 100% in the past six months, outperforming the industry [7]

DANBURY, Conn., Feb. 24, 2026 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (Nasdaq: FCEL) -- announced the upcoming release of its first quarter 2026 results prior to the Stock Market Open on Monday, March 9, 2026. FuelCell Energy management will subsequently host a conference call with investors beginning at 10:00 a.m. Eastern Time the same day to discuss the results and provide a business update. Participants can access the live call via webcast on the Company website or by telephone as follows: The live web ...

DANBURY, Conn., Feb. 19, 2026 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (Nasdaq: FCEL) today released its 2025 Annual Report and 2025 Sustainability Report. Together, the reports detail the company’s financial and operational performance for fiscal year 2025 and its continued progress toward its long-term focus on distributed generation, disciplined growth, manufacturing scale, and profitability while advancing sustainability through innovation and clean energy technologies. The 2025 Annual Report Highlight ...

Core Insights - Hydrogen investing has transitioned from hype to a focus on real technological differences, with an emphasis on efficiency and economics rather than ambitious production targets [1] - FuelCell Energy (FCEL) is leveraging solid oxide electrolyzer technology to enhance its green hydrogen strategy, prioritizing practical applications [1][7] - The industry is witnessing a shift towards scalable performance and system integration, moving away from mere volume claims [1][3] FuelCell Energy (FCEL) - FCEL's solid oxide electrolyzers operate at high temperatures and utilize steam, which increases efficiency and reduces electricity costs, addressing the primary expense in green hydrogen production [2] - The company collaborates with the U.S. Department of Energy to explore the integration of its electrolyzers with nuclear power, aiming to improve reliability and lower production costs [2] - FCEL's strategy focuses on providing a steady hydrogen supply for hard-to-electrify sectors, emphasizing execution over short-term volume claims [3][7] - FCEL's stock has seen significant growth, more than doubling in value over the past six months, outperforming the industry [6] Industry Developments - Linde plc is establishing itself as a major player in green hydrogen, with a 35 MW PEM electrolyzer project in Niagara Falls to enhance green liquid hydrogen supply [4] - Plug Power is developing a vertically integrated green hydrogen platform, producing liquid green hydrogen at its Woodbine, GA plant, with a capacity of about 15 tons per day [5]

Core Insights - The rapid growth of AI and cloud computing is changing data center power requirements, emphasizing reliability, speed of deployment, and proximity to load alongside cost and sustainability [1][2] Group 1: FuelCell Energy (FCEL) - FuelCell Energy is focusing on deployable carbonate fuel cell systems to address immediate power demands from data centers facing grid constraints [3] - The company's modular 1.25-megawatt fuel cell platforms allow for incremental capacity scaling, providing continuous baseload power with low emissions and operational flexibility [4] - FCEL is exploring financing opportunities, including a non-binding letter of intent for up to 450 MW of deployments, indicating potential near-term growth linked to data center expansion [5] - FCEL shares have seen significant price movement, increasing over 80% in the past six months, reflecting renewed interest in its technology [9][10] - The company trades at a price-to-book ratio of less than 1, indicating a valuation anchored to its operational business and ongoing customer discussions [13] - Earnings outlook for FCEL is improving, with better-than-expected results in recent quarters, suggesting stabilizing execution [17] Group 2: Oklo Inc. (OKLO) - Oklo is pursuing a long-term strategy with advanced nuclear reactors, recently gaining credibility through an agreement with Meta Platforms for a 1.2-gigawatt nuclear campus [6][7] - The timeline for OKLO's project includes pre-construction activities starting in 2026, with operational phases expected around 2030 and full delivery by 2034 [7] - OKLO remains pre-revenue, with significant execution risks and regulatory hurdles, leading to volatile investor sentiment [8][10] - The company's shares surged over 45% following the META agreement but have since experienced a pullback, highlighting the speculative nature of its stock [10] - OKLO trades at around 11 times book value despite having no commercial revenues, reflecting high expectations and limited margin for delays [12] - Earnings outlook for OKLO is negative, with losses expected to widen before narrowing later in the decade, reinforcing execution risk [15]

Core Insights - FuelCell Energy's recent initiatives highlight the impact of artificial intelligence and high-performance computing on electricity demand and power delivery in data centers [1] - The partnership with Sustainable Development Capital aims to explore up to 450 megawatts of fuel cell deployments, addressing technology rollout and financing challenges in capital-intensive data center projects [2][6] - FuelCell Energy's technology provides reliable, on-site baseload power that can operate independently of the grid, enhancing efficiency through the use of various fuel sources [3] Industry Trends - Onsite power solutions are increasingly important for data centers, with companies like Bloom Energy focusing on this segment to meet rising AI-driven power demands [4] - Enphase Energy is expanding its offerings to support data center power needs, including three-phase energy solutions and small commercial batteries for load shifting and backup power [5]

Core Viewpoint - FuelCell Energy (FCEL) shares experienced a significant rally of 7.5% due to investor enthusiasm surrounding a new strategic collaboration with Sustainable Development Capital LLP, which aims to explore up to 450 megawatts of fuel-cell deployments for data centers [1][2]. Company Performance - FCEL closed at $8.64, recovering from an 8.2% loss over the past four weeks, indicating a notable increase in trading volume [1]. - The company is expected to report a quarterly loss of $0.65 per share, reflecting a year-over-year change of +54.2%, while revenues are projected to reach $41.19 million, up 116.8% from the previous year [3]. Market Sentiment - The partnership with SDCL enhances FCEL's position as a power provider for AI-driven demand, improving execution visibility and lifting sentiment regarding future growth potential [2]. - The consensus EPS estimate for FCEL has remained unchanged over the last 30 days, suggesting that stock price movements may be influenced by trends in earnings estimate revisions [4]. Industry Context - FuelCell Energy is categorized under the Zacks Alternative Energy - Other industry, where Texas Pacific (TPL) also operates, closing 2.9% lower at $327.87, with a return of 11.5% over the past month [5]. - TPL's consensus EPS estimate has decreased by 3.9% over the past month, indicating a change of +1.2% compared to the previous year [6].

Core Insights - FuelCell Energy (FCEL) is promoting its carbonate fuel cell technology to address the rising electricity demand in data centers, which is outpacing grid capacity development [1][2] - The company identifies AI and cloud computing as significant drivers of this demand, highlighting the need for reliable, high-density power that utilities struggle to provide quickly [1] Group 1: FuelCell Energy's Solutions - FCEL's behind-the-meter generation offers a faster way to secure power, with modular fuel cell systems that can be installed in months and operate independently of the grid [2] - The 1.25-megawatt modules can scale with demand and be located near data centers, reducing reliance on slow grid upgrades and complex permitting processes [2][3] - The fuel cells provide continuous baseload power, can function during grid outages, and adjust output to meet varying demand, making them suitable for mission-critical data centers [3] Group 2: Competitive Landscape - Bloom Energy (BE) is focusing on data centers as its largest and fastest-growing market segment, providing reliable onsite fuel cell power that does not depend on strained grids [4] - Enphase Energy (ENPH) is expanding into commercial energy solutions to meet data center power needs, with products like IQ9 microinverters and planned small commercial batteries for load shifting and backup power [5] Group 3: Market Performance - FCEL shares have increased by 50% over the past six months, outperforming the industry's growth [6] - The company has an average brokerage recommendation of 3.22 on a scale of 1 to 5, indicating a neutral stance among analysts [9]

Core Insights - FuelCell Energy, Inc. has appointed Amanda J. Schreiber as General Counsel and Corporate Secretary, bringing over 20 years of legal and governance experience in the power generation and industrial sectors [1][2]. Group 1: Appointment and Background - Amanda J. Schreiber has a distinguished background, having served as executive vice president and general counsel at ContourGlobal, where she was instrumental in scaling the company's platform to over six gigawatts of installed capacity across 20 countries [2][3]. - Schreiber's experience includes advising boards and executive teams on legal strategy, regulatory matters, and enterprise risk, as well as leading global legal and compliance organizations [4]. Group 2: Strategic Importance - The CEO of FuelCell Energy, Jason Few, emphasized that Schreiber's expertise in global power markets and complex transactions will be vital as the company moves towards larger-scale utility and industrial deployments [5][6]. - Schreiber expressed enthusiasm about joining FuelCell Energy at a critical time, highlighting the company's compelling technology and growth ambitions [6]. Group 3: Company Overview - FuelCell Energy provides clean and reliable energy solutions that enable customers to manage emissions and access power efficiently, utilizing systems that run on natural gas, biofuels, or hydrogen [7]. - The company has over 55 years of expertise and nearly 200 modules deployed, assisting customers in achieving their energy goals [7].

Core Insights - Bloom Energy (NYSE: BE) has experienced a significant stock increase of approximately 250% year-to-date in 2025, outperforming the S&P 500, which has risen about 16% during the same period [1] - The company's solid oxide fuel cell systems provide cleaner on-site power generation, appealing to large commercial and industrial customers [2][3] - Bloom Energy's recent partnerships, particularly with Brookfield Asset Management and Oracle, are crucial for its growth, especially in the AI infrastructure sector [5][4] Company Overview - Bloom Energy specializes in solid oxide fuel cell systems that convert fuels like natural gas into electricity through an electrochemical process, making them a cleaner alternative to traditional fossil fuel power generation [2] - The company targets large commercial and industrial clients, including major corporations such as Walmart, Target, Home Depot, Equinix, and Oracle, who seek reliable and low-emission power solutions [3] Market Position and Future Outlook - The potential for Bloom Energy to continue outperforming the market in 2026 hinges on sustained electricity demand and the ongoing build-out of AI infrastructure [6][7] - The company has reported record quarterly revenues for four consecutive quarters, indicating strong financial performance [7] - However, Bloom Energy faces competition from other alternative power solutions, including FuelCell Energy and advanced nuclear developers like Oklo and NuScale Power [8]