Hydrogen stocks are falling together Thursday, but the damage is landing in one place far harder than the others, and the reason has nothing to do with any of the companies themselves.

Here is how FuelCell Energy (FCEL) and Valero Energy (VLO) have performed compared to their sector so far this year.

FuelCell Energy (FCEL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Rising Treasury yields are dragging hydrogen and fuel cell stocks lower Tuesday, but the selling is hitting each company differently, and the pattern reveals something specific about what the market fears most right now.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

New Era Energy & Digital, Inc. (NUAI) delivered earnings and revenue surprises of -100.00% and -85.40%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

FuelCell Energy stock has delivered a very strong 380.9% return over the past year, yet the company currently screens as expensive on broad valuation checks. After that kind of move, investors are weighing a rich market multiple against a low overall value score. Over the last 12 months, FuelCell Energy shares are up 380.9%, which puts recent price gains firmly ahead of the company’s longer term track record. Expectations around the hydrogen opportunity may support higher growth assumptions...

Recent attention on FuelCell Energy (FCEL) centers on its carbon capture platform, which captures emissions from existing fossil fuel plants while generating extra electricity. The platform uses a modular setup that can scale across different project sizes. See our latest analysis for FuelCell Energy. The recent focus on FuelCell Energy's carbon capture platform comes alongside sharp share price moves, with the 1 year total shareholder return of very large magnitude and the 3 year and 5 year...

The fuel cell maker's earnings multiple is measured on a trailing year, while the guidance management has raised describes a far bigger business. That mismatch moves the buy decision onto delivery rather than demand.

Nano Nuclear Energy Inc. (NNE) delivered earnings and revenue surprises of +32.14% and -78.60%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

FuelCell Energy's carbon capture technology adds power generation, cuts transmission losses and supports flexible deployment across plant sizes.

Hydrogen investors face a tough choice as Plug Power and FuelCell Energy pursue distinct paths across a fast-evolving market.

Bloom Energy has shed over 20% in four weeks after a staggering year-to-date run, and now shareholders face a decision that looks simpler than it actually is. The cheaper alternatives in the fuel cell space come with a catch most rotation trades ignore.

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.

Bloom Energy's blockbuster quarterly results finally hit the market a day late, and a fresh Wall Street upgrade is pouring fuel on a rally that's pulling the entire fuel-cell sector along for the ride.

According to Goldman Sachs projections, U.S. data center power demand could more than double from 31 gigawatts in 2025 to 66 gigawatts by 2027. BloombergNEF also estimates that data centers could account for 20% of U.S. electricity consumption by 2035. That would mark almost a four times increase in data center power consumption from current […]

Bloom Energy raised 2026 guidance well above views late Tuesday after crushing earnings and revenue estimates for the second quarter. The fuel-cell energy company reeled into the Q2 report after an early-July hit from a short-seller report and the general sell-off in artificial intelligence plays. Along with actual BE earnings, investors will watch for any updates on a newly expanded AI infrastructure partnership with Brookfield Asset Management.

A short-seller report accusing Bloom Energy of hiding Chinese supplier reliance has torched 35% of its market value in a month, and tonight's Q2 report may either silence the bears or hand them fresh ammunition.

FCEL turns high-temperature fuel cell output into electricity, steam and process heat while PPAs limit manufacturers' upfront costs.

Hydrogen and fuel-cell stocks are getting crushed Friday despite bull cases that still look intact, and the reason behind the selloff reveals just how fragile parabolic rallies can be when the market mood shifts.

Wall Street pulled back on Thursday after the S&P 500 had spent recent weeks trading near record territory. The index fell 1.2%, while the Nasdaq dropped 2.15%, as investors digested disappointing earnings from several large tech companies, heavier AI spending plans, higher oil prices, and rising Treasury yields.Claim 55% Off TipRanks Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions Subscribe to TipRanks Smart Investor Newsletter, and dis

FuelCell Energy stock has delivered a very strong 281.5% return over the past year, yet the valuation checks currently lean expensive and suggest the price may already be baking in a lot of optimism. Over the past 12 months, FuelCell Energy has returned 281.5%, which puts extra focus on whether recent gains leave enough margin for error. The collaboration with Siemens and a larger sales pipeline can support higher growth expectations, but the recent US$225m equity raise highlights ongoing...

FuelCell Energy (FCEL) has been active on the regulatory front, filing several out of time motions to intervene at the Federal Energy Regulatory Commission that address how large electric loads connect to transmission grids across multiple US power markets. See our latest analysis for FuelCell Energy. These Federal Energy Regulatory Commission interventions come after FuelCell Energy signed a memorandum of understanding with Siemens AG to support 100+ MW distributed fuel cell projects. They...

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Its history in market shocks reveals a pattern of deep falls and long recoveries that every shareholder should understand.

FuelCell Energy and Bloom Energy have spent 2025 riding the same AI data center power wave, but Monday's trading just cracked that story wide open and forced investors to pick a side.

The volatile energy companies are benefiting from AI-related demand and hype.

UBS just raised its FCEL stock price target, citing new deals with Fit Energy and Siemens as shares eye 45% potential upside.

FuelCell's new Siemens partnership targets commercial projects of 100 MW and up, the exact threshold management says it needs to turn its EBITDA positive.

Here is how FuelCell Energy (FCEL) and Nabors Industries (NBR) have performed compared to their sector so far this year.

The company announced exactly the kind of news bulls were waiting for, so why did investors hit the exits.

UBS cheered the company’s recent agreements, notably the pact with Fit Energy and the collaboration with Siemens.

Apple, IBM downgraded: Wall Street's top analyst calls

A major new collaboration was announced, but investors were looking at the company's checkbook instead.

Iran fired on ships, Trump answered with missiles and seized the Strait of Hormuz, and Wall Street spent Tuesday sorting out who gets hurt and who benefits. Analysts at KeyBanc, HSBC, and Mizuho made some bold calls you may not see coming.

On 9 July 2026, Siemens AG and FuelCell Energy announced a memorandum of understanding to co-develop and deploy over 100 MW of fuel cell-based distributed energy systems, with Siemens supplying electrical balance-of-plant systems and supporting integrated solutions that include storage, microgrid controls, and medium-voltage equipment. Beyond adding engineering depth, the collaboration introduces a clear pathway from pilots to full-scale commercial projects, potentially helping FuelCell...

The fair value anchor for FuelCell Energy has shifted from US$8.24 to US$22.00, putting a very different marker on what some analysts currently see as reasonable upside potential. Much of this reset is tied to fresh research around the Fit Energy data center agreement and EXIM backed expansion, with more optimistic analysts using these developments to support higher price targets even as others stay cautious on execution risk. As you read on, you will see how to track these changing...

For years, it was a niche clean energy stock. Then the AI boom created a problem only Bloom could solve, sparking an epic run.

FuelCell's partnership with Siemens strengthens its AI data-center ambitions, but execution remains the key challenge.

FCEL brings steady, on-site power to critical facilities, helping reduce grid reliance and connection delays.