Analysts on Wall Street project that Plug Power (PLUG) will announce quarterly loss of -$0.10 per share in its forthcoming report, representing an increase of 93.9% year over year. Revenues are projected to reach $220.68 million, increasing 15.3% from the same quarter last year.The consensus EPS estimate for the quarter has undergone a downward revision of 2.6% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimate ...

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]

It's no secret that AI consumes a lot of energy. The numbers are just staggering. The typical AI data center uses as much power as 100,000 households. Meanwhile, the largest AI data centers consume 20 times that amount. Access to power is becoming an obstacle as AI scales, due to the pressure it's placing on the electric grid and energy prices. As a result, a growing number of AI data center developers are also building the power they need into their projects. They're doing that through partnerships with B ...

Polen Capital, an investment management company, released its fourth-quarter investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here. The Polen 5Perspectives Small Growth Composite Portfolio returned -1.3% gross and -1.5% net of fees in the fourth quarter of 2025, compared to a 1.2% return of the Russell 2000 Growth Index. Following double-digit returns in 2Q and 3Q, small caps concluded the year with a 1.2% return in 4Q. Biotech stood out as a major per ...

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 ...

Bloom Energy Corporation (NYSE:BE) is among the Most Volatile Stocks. On February 10, 2026, Jefferies lifted Bloom Energy Corporation (NYSE:BE)’s price objective to $102 from $92 while retaining an Underperform rating. Jefferies claimed a $6 billion backlog for near-term visibility. The firm noted a lack of transparency on potential capacity expansions. On February 9, 2026, Mizuho boosted Bloom Energy Corporation (NYSE:BE)’s price target to $110 from $89 and kept a Neutral rating following the Q4 result ...

Bloom Energy (NYSE: BE) shares have rocketed 80% higher this year. This week was more of the same, with shares up about 12% as of Friday midday, according to data provided by S&P Global Market Intelligence. The feeling among investors is that the manufacturer of solid oxide fuel cells has an available solution to the growing power needs for data centers. This week's trading reflects the belief that power demand will only accelerate this year as artificial intelligence (AI) compute power continues to increa ...

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 ...

Plug Power stock is feeling bearish pressure. What’s behind PLUG decline?Shareholders Double Authorized Plug Power Share CountAt a Feb. 12 special meeting, investors voted to raise Plug's authorized common shares to 3.0 billion from 1.5 billion, according to a Form 8-K filed Feb. 13. The change gives the fuel-cell maker more room to issue equity without returning for another vote, while a separate proposal to alter voting requirements failed.The extra capacity also means Plug can pursue funding without reso ...

Core Viewpoint - Bloom Energy's stock has surged nearly 300% in a year, driven by momentum in AI and data center demand, with a market cap approaching $40 billion [1] Group 1: Market Performance - Bloom Energy's stock has increased 465% since last Valentine's Day, with a current price of $139.57 and a market cap of $33 billion [1][2] - The stock has shown volatility, with a forward P/E ratio exceeding 100 and a high beta of 3.12 as of February 13 [8] Group 2: Industry Context - The U.S. power grid is facing a potential deficit of over 100 gigawatts in the next five years, highlighting Bloom Energy's competitive advantage in providing on-site power generation solutions [3] - Energy demands are experiencing unprecedented growth, and the aging U.S. power grid is unable to keep pace, creating opportunities for Bloom Energy [2] Group 3: Company Developments - Bloom Energy specializes in solid oxide fuel cell technology and has established partnerships with Brookfield Asset Management and Oracle to support AI infrastructure [5] - The company expects to increase its capacity from 1 GW to 2 GW by the end of 2026, indicating strong growth momentum [5] - Bloom has achieved four consecutive quarters of record revenue and has become profitable, with a revenue guidance exceeding $3 billion for 2026 and a backlog of $20 billion [7] Group 4: Market Opportunities - Data center developers are seeking alternatives to total reliance on the grid, positioning Bloom Energy to meet off-grid electricity needs [4] - The power requirements associated with AI are expected to continue growing, suggesting that Bloom Energy's market share will expand as AI companies invest in energy solutions [9]