Fuelcell Energy Stock Price, News & Analysis

FuelCell Energy (NASDAQ: FCEL) has scheduled its Third Quarter 2025 financial results announcement and conference call. The company will release its Q3 results before market open on September 9, 2025, followed by a conference call with investors at 10:00 AM ET the same day.

Investors can participate through a live webcast available on the company's website or by dialing (888) 330-3181 with conference ID 1099808. A replay will be accessible approximately two hours after the call concludes on FuelCell Energy's Investors page.

FuelCell Energy (NASDAQ: FCEL) has signed a significant agreement with CGN-Yulchon Generation, a leading South Korean Independent Power Producer. The deal includes the supply of eight advanced carbonate fuel cell modules and maintenance services for four fuel cell units at CGN's Gwangyang facility.

The seven-year agreement covers operations and maintenance services for the 10MW installation, with each of the four units producing 2.5 megawatts of low-carbon baseload power. The project aims to enhance performance and extend operational life of installed units, supporting South Korea's Hydrogen Economy Roadmap.

This agreement strengthens FCEL's presence in South Korea, where it currently supports over 100 megawatts of installed capacity and operates a dedicated service team since 2018.

FuelCell Energy (Nasdaq: FCEL) has signed a strategic Memorandum of Understanding (MOU) with Inuverse to explore deploying up to 100 megawatts (MW) of fuel cell-based power at Korea's AI Daegu Data Center (AI DDC). The phased deployment is set to begin in 2027.

The project aims to leverage FuelCell's thermal energy capabilities for advanced rack cooling and absorption chilling at the data center. The company's technology offers clean baseload energy in a microgrid configuration, with modular systems designed for rapid deployment to support AI and cloud computing needs.

FuelCell Energy currently operates Korea's largest single-site fuel cell park at 58MW, demonstrating its established presence in the region. The non-binding MOU represents a strategic move into the growing AI-specialized hyperscale data center market while supporting renewable energy and ESG objectives.

FuelCell Energy (NASDAQ: FCEL) CEO Jason Few has endorsed the "One Big Beautiful Bill Act" (OBBBA), highlighting its significant support for the fuel cell industry. The legislation includes key provisions such as the reinstatement of the Investment Tax Credit (ITC) and preservation of federal tax credit transferability.

Few emphasized that the bill strengthens America's position in data center infrastructure and grid resilience. The OBBBA maintains full ITC eligibility for fuel cell technologies and includes modifications to hydrogen provisions, ensuring stability for existing investments. The legislation aims to promote U.S. clean energy leadership while supporting advanced manufacturing and job creation.

FuelCell Energy (NASDAQ: FCEL) reported Q2 FY2025 results with revenue of $37.4M, up 67% YoY, though still posting a gross loss of $9.4M. The company announced a major restructuring plan, including a 22% workforce reduction, to cut operating expenses by 30% annually. Net loss per share improved to $(1.79) from $(2.18). The company is refocusing on carbonate-based distributed generation, particularly for data centers, while pausing solid oxide R&D. Backlog grew 19% to $1.26B. Cash position stands at $240M, down from $318M in October 2024. The company aims to achieve positive Adjusted EBITDA once its Torrington facility reaches 100MW annual production, though current rate is only 31MW. New CCO Mike Hill was appointed to strengthen data center market penetration.

FuelCell Energy (NASDAQ: FCEL) has scheduled its second quarter 2025 financial results release and conference call for June 6, 2025. The results will be released before market open, followed by a conference call with investors at 10:00 a.m. Eastern Time. Investors can access the call via webcast on the company's website or by dialing (888) 330-3181 with conference ID 1099808.

FuelCell Energy specializes in providing clean energy solutions through efficient, scalable, and fuel-flexible systems that can operate on natural gas, biofuels, or hydrogen. The company has over 55 years of experience and has deployed nearly 200 plants globally, offering baseload and grid-independent electricity solutions.

FuelCell Energy and Toyota Motor North America's Tri-gen facility at the Port of Long Beach has received the U.S. Department of Energy's 2025 Better Project Award for its innovative energy efficiency measures. The facility, commissioned by Toyota and operated by FuelCell Energy, produces three key outputs: up to 2.3 megawatts of renewable electricity, 1,200 kilograms of hydrogen daily for fuel cell vehicles, and recycles 1,400 gallons of water daily. The system converts biogas from a California wastewater treatment facility to reduce over 9,000 tons of CO2 emissions and avoid 6 tons of grid NOx emissions annually. The project, which opened in May 2024, demonstrates a replicable model for sustainable energy solutions that can serve customers at lower costs while reducing environmental impact.

FuelCell Energy announces a significant leadership change as Mike Hill takes over as Chief Commercial Officer, replacing Mark Feasel. Hill brings extensive experience from industry giants like General Electric, ABB, and Danfoss Power Systems.

Hill's appointment comes at a crucial time, following his role as president of global sales at Danfoss Power Solutions. His 20-year tenure at GE and nine years at ABB Power Generation, combined with his engineering background and MBA, positions him well to drive FuelCell's commercial growth.

The outgoing CCO, Mark Feasel, who joined in 2022, strengthened the company's sales team and expanded market presence in Korea and data centers. FuelCell Energy recently formed a partnership with Diversified Energy and TESIAC to provide 360 megawatts of electricity to data centers across Virginia, West Virginia, and Kentucky.

FuelCell Energy (FCEL) announces its participation in the 2025 CERAWeek Conference's Innovation Agora in Houston, Texas. Kent McCord, senior product manager, will present 'FuelCell Energy's Distributed Utility-Scale Low Carbon Power and Hydrogen Solutions' on March 12, highlighting:

• Latest low-carbon distributed fuel cell solutions
• Solid oxide electrolyzer technology development and testing at Idaho National Laboratory
• Joint development agreement with Malaysia Marine and Heavy Engineering for large-scale hydrogen production systems across Asia, New Zealand, and Australia
• New agreement to utilize coal mine methane and natural gas for data center power projects

Matt Wilhoit, vice president of sales, will lead a discussion with the Future Energy Leaders Cohort focusing on current and future energy challenges.