TickerTalks
Browse all tickers →
TickerTalks›$FCEL
FCFCEL

FuelCell Energy, Inc.

$FCEL·$1.0B·Electrical Equipment & Parts·Industrials
$13.00-7.7%YTD+89.3%1Y+39.8%
Price updated 8h ago·X counts updated 5d ago
FCFCEL
$FCELFuelCell Energy, Inc.
$13.00-7.74%468 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $FCEL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

468X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $FCEL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 51% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data15 posts analyzed · as of 2026-09-15

Craig-Hallum's Buy initiation at $22 PT and an 18.8% single-day surge on AI-infrastructure demand drive euphoria across the fuel-cell cohort. Posters frame first-time-in-history hydrogen cost parity and behind-the-meter power gap as structural tailwinds.

Read what X is saying about $FCEL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FCEL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

A fuel-cell name up 147% YTD on AI-power demand — Craig-Hallum has a Buy, lawsuits are circling, the chart decides.

FuelCell Energy is one of the stationary-fuel-cell providers trying to position for the behind-the-meter AI-power market. The 2026 move has been as much about sector-rotation into hydrogen and alternatives as it is about operational execution.

  • The business is small and losing money fast: Q2 revenue was $30.5M (up 61% YoY) but at a -86% operating margin and EPS of -$0.49, with trailing EPS misses of 55% and 2% — the growth is there, the profitability path isn't.
  • The specific catalyst is the Craig-Hallum Buy initiation at $22, which pairs with first-time hydrogen cost parity commentary and behind-the-meter-power-gap narrative; the one honest overhang is a securities fraud class action from multiple firms that could cap any multiple expansion.

At 40% of its 52-week range and 29% above the 200-day, up 147% YTD, the setup is late-cycle hot-momentum with specific risks. The next real test is the Dec 17 earnings print — revenue over $35M with any operating-margin improvement is what keeps the move alive; another similar-sized EPS miss plus any adverse securities-litigation update is where the +147% YTD gives back.

Agrees with X sentimentThe Craig-Hallum Buy and the hydrogen-cost-parity angle are both legitimate catalysts. The securities fraud lawsuits are standard post-run law-firm boilerplate but can't be fully dismissed — specific disclosure concerns are already in the record.

What to watch: Dec 17 Q4 earnings and any securities-litigation disclosure — revenue growth, operating margin direction, cash-burn trajectory, and FY27 guide. $35M+ revenue plus margin lift is the trigger; another large EPS miss or adverse legal disclosure is the invalidation.

On the calendar: 2026-12-17 — Q4 earnings

high momentumlitigation overhang

Read the AI verdict on $FCEL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures and operates stationary molten carbonate fuel cell power plants for distributed baseload electricity and hydrogen production.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $FCEL.

Electrical Equipment & Parts · Industrials

No material change from last week — AI data-center buildout and power-grid modernization sustain elevated equipment demand.

What this means for $FCEL

Neutral — Manufactures and operates stationary molten carbonate fuel cell power plants for distributed baseload electricity and hydrogen production.

Industry benchmark

29-name peer basket
+18.4%YTD
-11.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-4.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-12.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-67.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-14.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-26.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-15.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 2, 2026$-0.64$-0.41-55.1%
Q1 2026Jun 8, 2026$-0.53$-0.52-2.0%
Q4 2025Mar 9, 2026$-0.52$-0.68+23.5%
Q3 2025Dec 18, 2025$-0.83$-0.97+14.4%
Next earningsThu, Dec 17·consensus EPS $-0.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$30.5M+60.7%-19.2%-86.1%$-0.49$-36.9M
Q4 FY25$55.0M+11.5%-12.1%77.8%$-0.85$-24.0M
Q3 FY25$46.7M+97.3%-11.0%-204%$-3.78$-35.7M
Q2 FY25$37.4M+66.8%-25.2%-95.7%$-1.79$-35.1M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$147.9M$138.1M – $156.8M-$2.83-$3.65 – -$2.367
FY27$250.0M$202.3M – $322.5M-$1.18-$1.52 – -$0.987
FY28$419.3M$329.8M – $568.1M-$0.64-$0.84 – -$0.358
FY29$769.8M$670.7M – $942.0M$0.20$0.17 – $0.266
FY30$1.0B$889.8M – $1.2B$1.00$0.83 – $1.296

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.23%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-26.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-11.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 76.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today9.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 6Shankar AchantaEVP, Chf. Product &Tech Ofc.2.5K sh$46KBuySep 14Livingston Iii Homer JohnDirector16.4K sh$247KBuyJul 16Livingston Iii Homer JohnDirector26.3K sh$495KSellJul 6Shankar AchantaEVP, Chf. Product &Tech Ofc.2.5K sh$72KSellApr 20Shankar AchantaEVP, Chf. Product &Tech Ofc.2.5K sh$20K
+ 8 other (4 awards · 3 exempts · 1 inkind) in window

See when $FCEL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeOct 78-K — Item 5.02: Officer or director change
8-KPress release / Reg FDSep 28-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

FuelCell Energy, Inc. reported its financial results for the third quarter of fiscal year 2026, covering the three- and nine-month periods ended July 31, 2026. The filing includes both quarterly earnings results and a business update under Reg FD (Item 7.01). The press release and supplemental investor materials are attached as exhibits.

8-KMaterial agreementJul 98-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

FuelCell Energy completed an underwritten public offering of 10.7 million shares of common stock at $21.00 per share, with underwriters fully exercising their overallotment option for an additional 1.6 million shares, totaling approximately 12.3 million shares and gross proceeds exceeding $225 million. The capital raise is intended for working capital and general corporate purposes, including advancing manufacturing and project development activities. The offering price represented a modest discount to the prevailing market price at the time of pricing.

424B5Prospectus supplement (offering)Jul 8424B5
AI summary

FuelCell Energy, Inc. (FCEL) priced an offering of 10,714,286 shares of common stock at $21.00 per share, raising gross proceeds of $225 million ($213.75M net of underwriting discounts), with joint lead book-runners Citigroup and Barclays. The $21.00 offer price represents a ~29% discount to the July 6, 2026 close of $29.73. Underwriters have a 30-day option for 1,607,143 additional shares (up to ~$245.8M total). Shares expected to deliver July 9, 2026. Highly dilutive offering at a significant discount to market — but raises substantial capital for FCEL's hydrogen fuel cell operations.

424B5Prospectus supplement (offering)Jul 7424B5
AI summary

FuelCell Energy, Inc. filed a preliminary 424B5 prospectus supplement on July 7, 2026 for a $200 million offering of common stock off its existing shelf registration (No. 333-296607). The offering is priced at market; the last reported sale price on July 6, 2026 was $29.73 per share, implying approximately 6.7 million shares. This is an at-market equity raise that will be immediately dilutive to existing shareholders; use of proceeds is described in the full prospectus supplement.

8-KMaterial agreementJun 248-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

FuelCell Energy entered a Capital Equipment Purchase Agreement on June 22, 2026 with Fit Energy USA LP to manufacture and deliver carbonate fuel cell systems totaling up to 380 MW across four phases (30 MW Phase 0 binding; 100/125/125 MW optional phases) for data center baseload power. Simultaneously, FCEL issued warrants to Fit in three tranches (up to 12M+ shares total) and accompanying long-term service agreements of 15–20 years per site. Material — a potentially transformative contract representing FCEL's largest-ever deployment commitment, driven by data center AI power demand.

3New insider — initial holdingsJun 123
AI summary

Form 3 filed by Homer John Livingston III reporting initial beneficial ownership in FuelCell Energy, Inc. as a new director, with an event date of May 19, 2026. No securities are beneficially owned as of the filing date. Routine administrative insider-reporting filing — confirms Section 16 reporting status for a newly appointed FuelCell Energy director with no share position at this time.

S-3ASRAuto-shelf registrationJun 8S-3ASR
AI summary

FCEL (FCEL) filed an automatic shelf registration statement (S-3ASR) with the SEC. The registration establishes a shelf to offer common stock, preferred stock, debt securities from time to time. As an S-3ASR (automatic shelf), this registration is immediately effective upon filing — a privilege reserved for well-known seasoned issuers (WKSIs) with large public floats. The shelf registration does not commit the company to any specific offering but provides flexible capital markets access for future transactions.

+ 10 other (4 13Gs · 2 10-Qs · 2 8-Ks · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ROSEN, TRUSTED INVESTOR COUNSEL, Encourages FuelCell Energy, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - FCELnewsfilecorp.com·9h agoFCEL INVESTOR ALERT: Hagens Berman Reminds FuelCell Energy Investors of November 10, 2026 Lead Plaintiff Deadlineprnewswire.com·17h agoFCEL EQUITY ACTION REMINDER: Faruqi & Faruqi, LLP Reminds FuelCell Energy (FCEL) Investors of Securities Class Action Lawsuit Deadline on November 10, 2026newsfilecorp.com·18h agoSHAREHOLDER ALERT: Berger Montague Reminds FuelCell Energy (FCEL) Investors of Class Action Lawsuit Deadlinenewsfilecorp.com·19h agoROSEN, TRUSTED INVESTOR COUNSEL, Encourages FuelCell Energy, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - FCELnewsfilecorp.com·1d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

More in Electrical Equipment & Parts

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$EOSE$BE$TE$ESP$VRT$SMR$PLUG$ENS
Voices on X · last 7 days

No standout posts about $FCEL on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport