2 months ago
Bloom Energy (BE) jumped 8% on momentum with no new catalyst, while FuelCell (FCEL) and Plug Power barely moved in the same risk-on session.
HYDR's 3% gain versus SPY's 1% rise largely reflects Bloom Energy's 15.5% fund weighting, masking weak breadth across hydrogen names.
KR Sridhar declared Bloom "the standard for AI onsite power" after Q2 revenue of $1.07 billion beat estimates and full-year guidance hit $4.2 billion.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
A risk-on tape is lifting high-beta fuel cell names on Thursday, but the group is splitting sharply on the way up. Bloom Energy (NYSE:BE) stock is up 8% to $233.69 in midday trading. That's a large single-session move against much more muted action from its two closest hydrogen and fuel cell peers.
#risk
HYDR's 3% gain versus SPY's 1% rise largely reflects Bloom Energy's 15.5% fund weighting, masking weak breadth across hydrogen names.
KR Sridhar declared Bloom "the standard for AI onsite power" after Q2 revenue of $1.07 billion beat estimates and full-year guidance hit $4.2 billion.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
A risk-on tape is lifting high-beta fuel cell names on Thursday, but the group is splitting sharply on the way up. Bloom Energy (NYSE:BE) stock is up 8% to $233.69 in midday trading. That's a large single-session move against much more muted action from its two closest hydrogen and fuel cell peers.
#risk
2 months ago
Nancy Pelosi's household disclosed a Bloom Energy stake valued between $4.25M and $14.5M from late July, pushing BE up 5% and FCEL 4% on sympathy.
The Pelosi filing also included Intel, an established Bloom Energy data center customer, while Plug Power's exclusion from the catalyst keeps HYDR flat.
Bloom Energy's Q2 revenue hit a record $1.07 billion, up 166% year over year, and the company raised its full-year 2026 guidance to a range of $3.9 billion to $4.2 billion.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Plug Power didn't make the cut. Grab the names FREE today.
Shares of Bloom Energy (NYSE:BE) are up 5% to $214.98 in early Tuesday trading, and FuelCell Energy (NASDAQ:FCEL) stock is up 4% to $19.45. The Global X Hydrogen ETF (NASDAQ:HYDR) sits unchanged at $42.34 while two of its largest U.S. components rally.
#bloom #year #fcel #plug
The Pelosi filing also included Intel, an established Bloom Energy data center customer, while Plug Power's exclusion from the catalyst keeps HYDR flat.
Bloom Energy's Q2 revenue hit a record $1.07 billion, up 166% year over year, and the company raised its full-year 2026 guidance to a range of $3.9 billion to $4.2 billion.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Plug Power didn't make the cut. Grab the names FREE today.
Shares of Bloom Energy (NYSE:BE) are up 5% to $214.98 in early Tuesday trading, and FuelCell Energy (NASDAQ:FCEL) stock is up 4% to $19.45. The Global X Hydrogen ETF (NASDAQ:HYDR) sits unchanged at $42.34 while two of its largest U.S. components rally.
#bloom #year #fcel #plug
4 months ago
FuelCell Energy (FCEL) soared on Monday after the Export-Import Bank of the U.S. (EXIM) approved $49 million in financing to support the export of its clean energy equipment to South Korea.
This multi-tranche deal will inject non-dilutive capital into FCEL, with the first allocation bringing $22 million in net proceeds on June 30 to fund delivery of five 2.8-megawatt power blocks.
Memory Demand Sent Seagate Soaring — But This Stock Looks Even Better
Nvidia Is Still a Bargain. ***** ysts See 57% Upside in NVDA Stock.
Roblox Shows Huge, Unusual Call Option Activity - Is RBLX Stock Too Cheap?
This multi-tranche deal will inject non-dilutive capital into FCEL, with the first allocation bringing $22 million in net proceeds on June 30 to fund delivery of five 2.8-megawatt power blocks.
Memory Demand Sent Seagate Soaring — But This Stock Looks Even Better
Nvidia Is Still a Bargain. ***** ysts See 57% Upside in NVDA Stock.
Roblox Shows Huge, Unusual Call Option Activity - Is RBLX Stock Too Cheap?
4 months ago
Jefferies upgraded FuelCell Energy (FCEL) to a "Buy" on Friday, simultaneously raising its price target to $24. The upgrade was catalyzed by FCEL's newly announced strategic partnership with Fit Energy U.S., which establishes a multi-phase agreement to supply up to 380 megawatts of clean baseload fuel cell power for data center infrastructure.
Including today's pop, FuelCell stock is trading up more than 225% versus the start of this year.
Peter Thiel Took $1,700 and a Standard Roth IRA Account and Turned It Into $5 Billion. You Can Do It Too.
AI Power Stocks Could Be a Once-in-a-Generation Trade. Start With the Companies Behind Every Data Center.
Nvidia and Broadcom Both Offer AI Exposure and Dividends. Barchart Data Helps Pick the Best Stock to Buy Now.
Including today's pop, FuelCell stock is trading up more than 225% versus the start of this year.
Peter Thiel Took $1,700 and a Standard Roth IRA Account and Turned It Into $5 Billion. You Can Do It Too.
AI Power Stocks Could Be a Once-in-a-Generation Trade. Start With the Companies Behind Every Data Center.
Nvidia and Broadcom Both Offer AI Exposure and Dividends. Barchart Data Helps Pick the Best Stock to Buy Now.
4 months ago
FuelCell Energy (FCEL) stock tumbled after the company reported weaker-than-expected fiscal second-quarter 2026 results, including a wider-than-anticipated loss and a 5% year-over-year (YOY) decline in revenue. However, the earnings-driven selloff did little to shake Canaccord Genuity's confidence in the company's long-term prospects.
In a surprising vote of confidence, the firm upgraded FuelCell Energy to "Buy" from "Hold" and raised its price target to a Street-high $30 from $12, arguing that the company is uniquely positioned to capitalize on the rapidly growing artificial intelligence (AI) data center power market. The bullish call comes as FuelCell's commercial pipeline has surged, with the vast majority of opportunities now tied to AI and data center customers, fueling expectations that a transformative contract announcement could be on the horizon.
Dear Rocket Lab Stock Fans, Mark Your Calendars for June 22
Stay Away from Super Micro Computer Stock. It's Hostage to Its Own Mistakes.
Palantir Stock Is Down Nearly 30% in 2026. Here's What It Will Take to Turn Around.
In a surprising vote of confidence, the firm upgraded FuelCell Energy to "Buy" from "Hold" and raised its price target to a Street-high $30 from $12, arguing that the company is uniquely positioned to capitalize on the rapidly growing artificial intelligence (AI) data center power market. The bullish call comes as FuelCell's commercial pipeline has surged, with the vast majority of opportunities now tied to AI and data center customers, fueling expectations that a transformative contract announcement could be on the horizon.
Dear Rocket Lab Stock Fans, Mark Your Calendars for June 22
Stay Away from Super Micro Computer Stock. It's Hostage to Its Own Mistakes.
Palantir Stock Is Down Nearly 30% in 2026. Here's What It Will Take to Turn Around.
