$FCEL

Renewable energy demand tied to AI-driven U.S. energy growth is boosting interest in Bloom Energy (BE) and FuelCell Energy (FCEL). The U.S. DOE projects 15% to 20% higher energy demand over a decade. UBS and Citi raised BE price targets to $251 and $229. BE shares hit $234.35 intraday. Analysts expect BE Q1 revenue $535.78M and FCEL Q2 $41.64M.

Nebius Group (NASDAQ:NBIS) said it selected Bloom Energy fuel cells for its 300-megawatt AI data center in Vineland, New Jersey, citing no significant schedule impact. Bloom Energy (NYSE:BE) rose about 13% and FuelCell Energy (NASDAQ:FCEL) about 11% in sympathy. Nebius gained after its Q2 call, and Bloom reported Q2 revenue of $1.07B, up 165% YoY.

Big Tech is contracting fuel cell power for AI and data centers as grid capacity tightens. According to Goldman Sachs Research, fuel cells could supply 6-15% of incremental data center power demand by 2030 (about 8-20 GW). Examples include Bloom Energy at Oracle OCI and Equinix IBX sites, and FuelCell Energy’s deal with Fit Energy for up to 380 MW.

Bloom Energy (BE) shares rose about 26% after its Q2 FY2026 results, with revenue of $1.07B up 165.5% YoY and non-GAAP EPS of $0.78 vs $0.4066 consensus. The company raised FY2026 revenue guidance to $3.9B-$4.2B and non-GAAP EPS to $2.55-$2.85. Mizuho upgraded BE to Outperform and cut its price target to $242. FuelCell Energy (FCEL) gained about 27% on sentiment; HYDR ETF rose ~10%.

FuelCell Energy (FCEL) shares rose up to 28% on Thursday after the company said cybersecurity entrepreneur John Livingston, a former McKinsey veteran, was elected to its board effective May 19. FuelCell said Livingston’s experience in industrial cybersecurity and strategy supports its push for behind-the-meter power for data centers and AI infrastructure. FCEL plans to report fiscal Q2 2026 results June 8.

Bloom Energy (BE) sank 13% ahead of Q2 earnings after Hunterbrook Capital alleged hidden Chinese supplier reliance, dragging FuelCell Energy (FCEL) down 7%. Bloom Energy's 15% weighting in the HYDR hydrogen ETF sent the fund down 7%, exposing the concentration risk investors face around Bloom-specific events. Wall Street expects $827 million in revenue and $0.41 in EPS for Bloom Energy, but supplier transparency and the Brookfield joint venture sales mix may overshadow a headline beat.

NEW YORK, July 30, 2026, 15:04 EDT Plug Power gained 7.9%, snapping a six-session decline. Shares of Bloom Energy and FuelCell Energy rose over 25%. Plug regained just 40.5% of its previous dollar loss. Shares of Plug Power Inc. NASDAQ:PLUG climbed 7.9% to $2.05 during Thursday afternoon trading, with U.S. markets still open. This uptick came after the stock posted six consecutive declines. The surge in fuel-cell stocks occurred at the same time. Bloom Energy Corp.

Shares of Bloom Energy (NYSE:BE) are ripping higher Thursday, with the stock up 26% to $205.88 midday as the market finally digests Tuesday’s blowout Q2 report. FuelCell Energy (NASDAQ:FCEL) shares are right alongside, up 28% to $23.06. The fuel-cell complex is running in a broad risk-on tape, with the NASDAQ 100 up 3%. Bloom Energy stock had lagged Wednesday, when the Q2 report was overshadowed by the Fed decision and a tech-sector wobble. Today, the good news is catching up.

Bloom Energy (NYSE:BE) shares fell 13% to $163.04 ahead of its Q2 2026 earnings report after the close. FuelCell Energy (NASDAQ:FCEL) dropped 7%, Plug Power (NASDAQ:PLUG) fell 4%, and the Hydrogen ETF (NASDAQ:HYDR) declined 7%. The move follows a Hunterbrook Capital report alleging heavy Chinese supplier reliance. Analysts expect Q2 revenue of about $827M and EPS near $0.41.

A DOE court filing says 284 clean energy grants terminated in Oct 2025 were chosen solely based on whether projects were in states won by Kamala Harris and represented by two Democratic-caucusing senators, not on performance, statutory, cost, or program factors. DOE initially flagged 624 grants, canceling 284 and leaving about 340. Recipients mentioned include GE Vernova (GEV) and Plug Power (PLUG).