2 days ago
6
David Moadel
Mon, May 18, 2026 astatine 9:52 AM CDT 4 min read
Quick Read
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FuelCell Energy (FCEL) banal slid 22% but remains up 130% implicit the past period connected the company’s AI-ready information halfway level launch, portion the expert statement sits astatine $8.24 with nary Buy ratings.
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Plug Power (PLUG) banal dropped 12% adjacent though the institution has expanded its gross borderline from -55% to -13% and targeted affirmative EBITDAS successful Q4 2026 and afloat profitability by the extremity of 2028.
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Momentum traders are rotating retired of hydrogen stocks aft weeks of euphoric gains, with some names moving successful lockstep arsenic investors reassess whether the fundamentals warrant the rally.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and FuelCell Energy wasn't 1 of them. Get them present FREE.
Shares of FuelCell Energy (NASDAQ:FCEL) slid 22% successful Monday greeting trading, portion Plug Power (NASDAQ:PLUG) shares dropped 12%. The selloff hits 2 of the loudest winners of the AI powerfulness trade. The hydrogen rally is taking a breather aft weeks of euphoric upside.
The pullback comes aft a singular run. FuelCell Energy banal has surged 130% successful the past month, portion Plug Power banal has climbed 20% implicit the aforesaid stretch. Both names beryllium connected tremendous gains from a twelvemonth ago.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and FuelCell Energy wasn't 1 of them. Get them present FREE.
Today's driblet looks similar profit-taking and a reassessment of the bull case, not the extremity of the trade. The hydrogen handbasket simply got crowded, and the AI information halfway powerfulness communicative ran up of the fundamentals. Now investors are reweighing the math.
FuelCell Energy's AI Catalyst Cools
[fwp_price_target symbol="FCEL" /]
[fwp_price_scenario symbol="FCEL" /]
The caller FuelCell Energy banal tally included a 34% popular connected the motorboat of a caller "AI-ready" information halfway level aimed astatine AI-driven energy demand. FuelCell Energy CEO Jason Few has been positioning the institution toward that information halfway powerfulness market. Monday's reassessment centers connected gross attraction and a fiercely competitory landscape.
The Q4 FY2025 fundamentals were coagulated connected the surface. FuelCell Energy's gross came successful astatine $55.02M, up 12% twelvemonth implicit year, and EPS of -$0.85 bushed the -$1.18 estimate. Yet, FuelCell inactive carries a trailing EPS of -$6.49 and absorbed a $65.8M coagulated oxide impairment during the fiscal year.
Wall Street hasn't validated this rally. The FCEL banal expert statement people sits astatine $8.24, good beneath caller trading levels. Coverage breaks down to six Hold ratings, 1 Sell, and 1 Strong Sell, with nary Buys connected the board.
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