$FCEL

FuelCell Energy (FCEL), Plug Power (PLUG), and Bloom Energy (BE) stocks fell 6%, 4%, and 8% respectively due to rising 10-year Treasury yields at 5.11%, impacting clean energy financing. Bloom Energy reported $1.065B Q2 revenue and raised guidance to $4.2B, while FuelCell saw a 29% revenue drop and $45M loss. Plug Power reported $178M Q2 revenue and raised 2026 growth guidance to 15-16%.

Barclays initiated coverage of FuelCell Energy with an Equalweight rating and a $20 price target. The stock has a 5-day change of 17.18 USD, a 1st Jan change of -3.81%, and a 1-year change of +135.02%. The rating is based on a weighted average of various composite ratings, including valuation, EPS revisions, and visibility.

FuelCell Energy (FCEL) reported Q2 revenue of $33M, down 29.4% YoY, missing estimates. Bloom Energy (BE) saw revenue surge 166% YoY, beating estimates. Fluence Energy (FLNC) missed expectations, while Plug Power (PLUG) and EVgo (EVGO) showed mixed results. Renewable energy stocks collectively beat revenue estimates by 2.4% but faced guidance challenges.

FuelCell Energy (FCEL) stock dropped after a 52-week high in June. Q3 earnings missed estimates, with revenue down 29% YoY. The company expects positive adjusted EBITDA in Q4. Analysts have mixed views, with a median price target of $21, suggesting 37% upside. FCEL's technology targets data center power infrastructure, with expected 60% average earnings growth over the next three years.

FuelCell Energy partnered with San Bernardino Municipal Water Department (SBMWD) to install a 1.4-megawatt fuel cell system, converting biogas into electricity and thermal energy. The system, operational since 2021, meets air quality regulations and supplies over 50% of the plant's electricity needs. SBMWD received an award for its Digester Gas Beneficial Use Program, with FuelCell Energy's technology being a key enabler.

Insiders sold shares in CrowdStrike (CRWD), Uber (UBER), Snowflake (SNOW), Canopy Growth (CGC), and Medtronic (MDT) last week. CrowdStrike director Roxanne Austin sold 50,000 shares for $11.88M. Uber's Jill Hazelbaker sold 28,170 shares for $2.01M. Snowflake's Jonathan Beaulier sold 12,292 shares for $4.13M. Devon Energy (DVN) CEO Clay Gaspar bought 3,913 shares for $199,876. FuelCell Energy (FCEL) director John Livingston bought 16,404 shares for $246,955.

Analysts cover five stocks: Dave (DAVE) initiated at Buy with a $480 target, citing revenue growth and profit margins. Etsy (ETSY) upgraded to Buy with $90 targets, highlighting AI-driven improvements and cost reductions. FuelCell Energy (FCEL) rated Hold with a $19 target, noting risks and opportunities. Union Pacific (UNP) upgraded to Buy with a $339 target, expecting volume gains and potential merger upside. Bandwidth (BAND) initiated at Hold with a $60 target, citing growth concerns.

FuelCell Energy (FCEL) shares rose 14.26% to $17.71 after the U.S. House passed the Ratepayer Protection Act, which may boost demand for clean energy. Analysts are divided on FCEL's prospects, with some seeing growth potential and others citing execution risks. The stock has a Moderate Buy consensus with an average price target of $22.67.

The U.S. House passed the Ratepayer Protection Act, requiring data centers to cover their own power costs, benefiting fuel cell companies. FuelCell Energy (FCEL) rose 13%, Plug Power (PLUG) 7%, and Bloom Energy (BE) 3%. The bill needs Senate approval to become law.

Bloom Energy (BE), FuelCell Energy (FCEL), and GE Vernova (GEV) stocks rose overnight after the House passed the Ratepayers Protection Act, which requires tech and data center companies to cover power upgrade costs. BE gained 3%, FCEL and GEV each rose 1%. The bill passed 417-3, aiming to establish a federal framework for energy-intensive data centers. BE is up 173% in 2026, FCEL 90%, and GEV 36%.