Key Takeaways Bloom Energy has a marginal edge over FuelCell based on earnings growth and better ROIC. BE's EPS is seen up 81.58% in 2026 and 108.46% in 2027, with ROIC at 4.12%.FuelCell's shares gained 35.2% in three months while Bloom Energy rallied 54.4%. The companies belonging to the Zacks Alternate Energy-Other industry present an attractive long-term investment opportunity as global demand for clean energy continues to accelerate. Green and low-carbon hydrogen can play a crucial role in decarbonizing ...

Core Insights - FuelCell Energy (FCEL) is strategically focusing on the convergence of distributed power, carbon capture, and hydrogen production in response to stricter emissions regulations and increasing electricity demand [1] - The company has partnered with ExxonMobil to enhance its carbonate fuel cell technology for carbon capture from industrial exhaust while generating lower-carbon electricity, heat, and hydrogen [1][4] Carbon Capture Technology - Laboratory tests with ExxonMobil have demonstrated carbon capture rates exceeding 90%, with a pilot project scheduled for 2026 at ExxonMobil's Rotterdam facility to validate the technology in real-world conditions [2] - FuelCell Energy's integrated approach captures carbon dioxide during the electrochemical process, improving efficiency and enabling multiple revenue streams, while also reducing nitrogen oxide emissions by approximately 70% when treating industrial exhaust [3] Collaboration and Development - The ongoing collaboration with ExxonMobil showcases the potential of the technology to reduce emissions in carbon-intensive industries without compromising power output [4] - FuelCell Energy is also developing internal carbon recovery solutions that can be integrated into new installations or retrofitted into existing systems, allowing for a gradual reduction in carbon intensity [4] Hydrogen Production Opportunities - The company is expanding its hydrogen production capabilities, with significant advancements in solid oxide electrolysis testing at Idaho National Laboratory, where its system became the largest electrolyzer tested at the site [5] - The Tri-gen project with Toyota at the Port of Long Beach exemplifies FuelCell Energy's hydrogen capabilities, producing electricity, hydrogen, and usable water from a single installation [6] Market Performance - Shares of FuelCell Energy have increased by over 100% in the past six months, outperforming the industry [7]

DANBURY, Conn., Feb. 24, 2026 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (Nasdaq: FCEL) -- announced the upcoming release of its first quarter 2026 results prior to the Stock Market Open on Monday, March 9, 2026. FuelCell Energy management will subsequently host a conference call with investors beginning at 10:00 a.m. Eastern Time the same day to discuss the results and provide a business update. Participants can access the live call via webcast on the Company website or by telephone as follows: The live web ...

Group 1 - FuelCell Energy Inc. (NASDAQ:FCEL) is recognized as a promising alternative energy stock, currently holding a consensus Hold rating with an average target price of $9.33, indicating a potential upside of 26.58% [1] - The company has partnered with Sustainable Development Capital LLP (SDCL) to deploy up to 450 megawatts of advanced fuel-cell power systems at data centers and other critical facilities globally [2] - The partnership aims to leverage FuelCell Energy's power generation technology alongside SDCL's expertise in financing and operating large-scale energy infrastructure, responding to the growing demands of AI and high-performance computing [3] Group 2 - FuelCell's CEO, Jason Few, emphasizes that the evolving needs of AI-era data centers require not only increased power capacity but also a fundamentally different approach to power architecture [4] - SDCL's CEO, Jonathan Maxwell, highlights the importance of energy-efficient infrastructure that provides long-term value, aligning with the vision of a cleaner energy system, and notes that FuelCell's technology offers reliable power with significantly lower emissions [5] - FuelCell Energy specializes in fuel cell technology, designing and operating power plants based on molten carbonate fuel cells, with products that include systems for baseload power, combined heat and power, microgrids, biogas utilization, carbon capture, and hydrogen production [6]

In this article, we explore the 11 Best Alternative Energy Stocks to Invest In According to Analysts.The alternative energy sector entered 2026 with high optimism after enjoying a great run in 2025. Last year, the International Energy Agency (IEA) in its tenth edition of the World Energy Investment report, had predicted that global energy investment would reach $3.3 trillion. The lion’s share of the capital flow, at least $2.2 trillion, would go to clean technologies, the report detailed. Fast forward to 20 ...

DANBURY, Conn., Feb. 19, 2026 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (Nasdaq: FCEL) today released its 2025 Annual Report and 2025 Sustainability Report. Together, the reports detail the company’s financial and operational performance for fiscal year 2025 and its continued progress toward its long-term focus on distributed generation, disciplined growth, manufacturing scale, and profitability while advancing sustainability through innovation and clean energy technologies. The 2025 Annual Report Highlight ...

Core Insights - FuelCell Energy's (FCEL) carbon capture platform addresses economic pressures on aging coal and natural gas assets, as rising emissions constraints increase compliance costs while plant shutdowns are costly and politically complex [1][2] Group 1: Technology and Economic Benefits - FuelCell Energy's approach extends the productive life of existing assets by integrating carbon capture into exhaust streams, allowing continued operation with lower emissions and avoiding replacement infrastructure costs [2] - Unlike conventional carbon capture systems that consume about 20% of a plant's power output, FuelCell Energy's carbonate fuel cells generate additional electricity during the capture process, creating new revenue streams and improving project economics [3] - The modular design of FuelCell Energy's systems supports deployments from sub-megawatt to multi-megawatt installations, with individual stacks producing between 250 kilowatts and 400 kilowatts, and four-stack modules netting about 1.4 megawatts, enhancing scalability and flexibility for various applications [4] Group 2: Industry Trends and Competitors - The momentum behind carbon capture and storage (CCS) is not limited to emerging technology providers; established energy companies are also investing in CCS as a core part of their long-term strategies [5] - Chevron Corporation views CCS as essential for a lower-carbon future, with decades of experience in large-scale CO2 injection and ongoing projects like the Gorgon CCS project, which has injected over 10 million tons of CO2 [6] - Occidental Petroleum has over 50 years of experience in carbon storage and is scaling Direct Air Capture technology through its subsidiary 1PointFive, emphasizing the importance of carbon capture in its climate strategy [7] Group 3: Market Performance - Shares of FuelCell Energy have increased by 46.4% over the past six months, outperforming the industry's growth [8] - FuelCell Energy currently has an average brokerage recommendation of 3.44 on a scale of 1 to 5, indicating a mixed outlook from analysts [10]

Core Insights - Hydrogen investing has transitioned from hype to a focus on real technological differences, with an emphasis on efficiency and economics rather than ambitious production targets [1] - FuelCell Energy (FCEL) is leveraging solid oxide electrolyzer technology to enhance its green hydrogen strategy, prioritizing practical applications [1][7] - The industry is witnessing a shift towards scalable performance and system integration, moving away from mere volume claims [1][3] FuelCell Energy (FCEL) - FCEL's solid oxide electrolyzers operate at high temperatures and utilize steam, which increases efficiency and reduces electricity costs, addressing the primary expense in green hydrogen production [2] - The company collaborates with the U.S. Department of Energy to explore the integration of its electrolyzers with nuclear power, aiming to improve reliability and lower production costs [2] - FCEL's strategy focuses on providing a steady hydrogen supply for hard-to-electrify sectors, emphasizing execution over short-term volume claims [3][7] - FCEL's stock has seen significant growth, more than doubling in value over the past six months, outperforming the industry [6] Industry Developments - Linde plc is establishing itself as a major player in green hydrogen, with a 35 MW PEM electrolyzer project in Niagara Falls to enhance green liquid hydrogen supply [4] - Plug Power is developing a vertically integrated green hydrogen platform, producing liquid green hydrogen at its Woodbine, GA plant, with a capacity of about 15 tons per day [5]

Core Insights - The rapid growth of AI and cloud computing is changing data center power requirements, emphasizing reliability, speed of deployment, and proximity to load alongside cost and sustainability [1][2] Group 1: FuelCell Energy (FCEL) - FuelCell Energy is focusing on deployable carbonate fuel cell systems to address immediate power demands from data centers facing grid constraints [3] - The company's modular 1.25-megawatt fuel cell platforms allow for incremental capacity scaling, providing continuous baseload power with low emissions and operational flexibility [4] - FCEL is exploring financing opportunities, including a non-binding letter of intent for up to 450 MW of deployments, indicating potential near-term growth linked to data center expansion [5] - FCEL shares have seen significant price movement, increasing over 80% in the past six months, reflecting renewed interest in its technology [9][10] - The company trades at a price-to-book ratio of less than 1, indicating a valuation anchored to its operational business and ongoing customer discussions [13] - Earnings outlook for FCEL is improving, with better-than-expected results in recent quarters, suggesting stabilizing execution [17] Group 2: Oklo Inc. (OKLO) - Oklo is pursuing a long-term strategy with advanced nuclear reactors, recently gaining credibility through an agreement with Meta Platforms for a 1.2-gigawatt nuclear campus [6][7] - The timeline for OKLO's project includes pre-construction activities starting in 2026, with operational phases expected around 2030 and full delivery by 2034 [7] - OKLO remains pre-revenue, with significant execution risks and regulatory hurdles, leading to volatile investor sentiment [8][10] - The company's shares surged over 45% following the META agreement but have since experienced a pullback, highlighting the speculative nature of its stock [10] - OKLO trades at around 11 times book value despite having no commercial revenues, reflecting high expectations and limited margin for delays [12] - Earnings outlook for OKLO is negative, with losses expected to widen before narrowing later in the decade, reinforcing execution risk [15]

Core Insights - FuelCell Energy's recent initiatives highlight the impact of artificial intelligence and high-performance computing on electricity demand and power delivery in data centers [1] - The partnership with Sustainable Development Capital aims to explore up to 450 megawatts of fuel cell deployments, addressing technology rollout and financing challenges in capital-intensive data center projects [2][6] - FuelCell Energy's technology provides reliable, on-site baseload power that can operate independently of the grid, enhancing efficiency through the use of various fuel sources [3] Industry Trends - Onsite power solutions are increasingly important for data centers, with companies like Bloom Energy focusing on this segment to meet rising AI-driven power demands [4] - Enphase Energy is expanding its offerings to support data center power needs, including three-phase energy solutions and small commercial batteries for load shifting and backup power [5]