FuelCell Energy Soars on 380 MW Data Center Deal as Bloom Energy Retreats
TL;DR Summary
FuelCell Energy jumped about 24% after a 380 MW data-center power deal with Fit Energy, part of a broader 4 GW data-center pipeline and an expansion to 500 MW in Torrington, Connecticut. Bloom Energy tumbled roughly 13% as traders rotated out of the high-flier despite a strong backlog and raised 2026 revenue guidance, highlighting a divergence within the fuel-cell group as the AI-data-center power theme continues to drive volatility.
- FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence 24/7 Wall St.
- FuelCell lands first data center customer, adds shift at Torrington plant Hartford Business Journal
- FuelCell Energy surges as Jefferies upgrades to Buy on data center power upside (FCEL:NASDAQ) Seeking Alpha
- FCEL Maintained by UBS -- Price Target Raised to $22.00 GuruFocus
- $FuelCell Energy (FCEL.US)$ Moomoo
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