Fuelcell Energy (FCEL) AI Stock Analysis
Fuelcell Energy
(BMV:FCEL)
No summary available
Fuelcell Energy (FCEL) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 897.09M
- Dividend Yield
- ―
- Average Volume (3M)
- 1,296
- Price to Earnings (P/E)
- -3.1
- Beta (1Y)
- -0.44
- Revenue Growth
- -7.63%
- EPS Growth
- 66.10%
- Country
- Mexico
- Employees
- 424
- Sector
- Industrials
- Sector Strength
- 63
- Industry
- Electrical Equipment & Parts
Fuelcell Energy Business Overview & Revenue Model
Company Description
FuelCell Energy, Inc., alongside its subsidiaries, is involved in the complete lifecycle of stationary fuel cell power plants, covering their design, manufacturing, sales, installation, continuous operation, and servicing. These systems are developed...
Fuelcell Energy Earnings Call Summary
The call presented strong commercial momentum, including the first data center order, a $3.6 billion committed and awarded capacity backlog, a 10-gigawatt proposal pipeline, manufacturing expansion, a strong cash position, and technology partnerships with ExxonMobil and Siemens. However, the quarter also showed a 29% revenue decline, a substantially larger gross loss, negative adjusted EBITDA, low production volumes, and material Fit Energy-related charges. The strategic and commercial highlights outweighed the reported-quarter financial challenges, although several growth and profitability milestones remain dependent on execution and customer elections.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management expects to begin recognizing revenue on the Fit Energy Phase 0 order in the fourth quarter of our fiscal year, with the balance of it being completed in fiscal 2027; it is scaling annualized production from approximately 37 megawatts to a targeted annualized production rate of 100 megawatts in October 2026, or by the end of the fourth quarter of fiscal '26, and expects at least 100 megawatts of volume to support achieving positive adjusted EBITDA results in the fourth quarter of fiscal year 2027, if not more. Torrington is targeted to reach 500 megawatts of annualized production capacity by June 2028, with the total requirement estimated to be between $200 million and $275 million; fiscal '26 CapEx is now expected to be $10 million to $20 million, given timing.
Fuelcell Energy Risk Analysis
Fuelcell Energy disclosed 41 risk factors in its most recent earnings report. Fuelcell Energy reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
1 New RiskFuelcell Energy Peers Comparison
Overall Rating
BE65Neutral
EOSE53Neutral
PLUG51Neutral
ADSE41Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| BE | 65Neutral | $60.07B | 110.00 | 39.60% | ― | 110.59% | 2341.67% |
| Sector * | 63Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
| EOSE | 53Neutral | $688.28M | -0.39 | 55.63% | ― | 533.87% | 31.49% |
| PLUG | 51Neutral | $1.91B | -0.96 | -176.19% | ― | 10.59% | 41.83% |
| ADSE | 41Neutral | $739.08M | -5.50 | 5840.29% | ― | -42.46% | -6.74% |
* Industrials Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:FCEL | Fuelcell Energy | 200.00 | 59.46 | 42.31% | |
| PLUG | Plug Power Inc | 1.31 | -1.21 | -48.02% | |
| BE | Bloom Energy | 196.25 | 67.20 | 52.07% | |
| EOSE | Eos Energy Enterprises, Inc. | 1.76 | -12.34 | -87.52% | |
| ADSE | Ads-Tec Energy Plc | 8.81 | -1.39 | -13.63% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.