Added to YB: 2026-08-25
Pitch date: 2026-08-21
FCEL [bullish]
FuelCell Energy, Inc.
+0.32%
current return
Author Info
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Company Info
FuelCell Energy, Inc., together with its subsidiaries, engages in the design, development, production, construction, operation, and servicing of high temperature fuel cells for clean electric power generation.
Market Cap
$1.6B
Pitch Price
$18.69
Price Target
80.00 (+309%)
Dividend
N/A
EV/EBITDA
-19.31
P/E
-3.53
EV/Sales
8.44
Sector
Electrical Equipment
Category
growth
Data Center Politics Is Forcing a Fuel Cell Shortage. Bloom's Sold Out. Who's Left?
FCEL: Data center power politics forcing fuel cell demand—Bloom sold out to 2030, so buyers turn to next-best FuelCell. Delivers in 90 days, expanding to 500MW by 2028, pricing power at $2.75M/MW. Contracts w/ Fit (380MW), Siemens (100MW+), SDCL (450MW). Model: mid-2028E rev $618.8M vs FY25 $158.2M; 12x sales (vs Bloom's 23x) implies $80 PT vs $18.36, +336%.
Read full article (6 min)