FuelCell Energy (NASDAQ:FCEL) Price Target Raised to $9.00 at TD Cowen

FuelCell Energy (NASDAQ:FCEL) had its price target lifted by TD Cowen from $7.00 to $9.00 in a research report report published on Friday morning, MarketBeat.com reports. The brokerage currently has a hold rating on the energy company’s stock.

Several other equities research analysts have also issued reports on FCEL. Canaccord Genuity Group reaffirmed a “hold” rating and issued a $12.00 price objective on shares of FuelCell Energy in a research note on Friday. UBS Group raised their target price on FuelCell Energy from $4.50 to $7.25 and gave the company a “neutral” rating in a report on Wednesday, September 17th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of FuelCell Energy in a research report on Monday. Finally, Zacks Research raised FuelCell Energy from a “hold” rating to a “strong-buy” rating in a report on Friday, October 10th. One research analyst has rated the stock with a Strong Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, FuelCell Energy currently has a consensus rating of “Hold” and an average target price of $9.06.

FuelCell Energy Stock Down 13.5%

Shares of FuelCell Energy stock opened at $8.34 on Friday. The firm has a market cap of $269.30 million, a price-to-earnings ratio of -1.06 and a beta of 1.17. The stock has a 50-day simple moving average of $7.87 and a 200-day simple moving average of $6.60. FuelCell Energy has a 52-week low of $3.58 and a 52-week high of $13.98. The company has a debt-to-equity ratio of 0.21, a current ratio of 5.37 and a quick ratio of 3.85.

FuelCell Energy (NASDAQ:FCEL) last issued its quarterly earnings data on Thursday, December 18th. The energy company reported ($0.83) earnings per share for the quarter, beating the consensus estimate of ($0.97) by $0.14. The firm had revenue of $55.02 million for the quarter, compared to analyst estimates of $47.23 million. FuelCell Energy had a negative net margin of 118.80% and a negative return on equity of 19.32%. During the same quarter last year, the firm earned ($1.99) earnings per share. On average, equities research analysts expect that FuelCell Energy will post -6.11 earnings per share for the current fiscal year.

Institutional Investors Weigh In On FuelCell Energy

Large investors have recently bought and sold shares of the business. Vanguard Group Inc. raised its position in FuelCell Energy by 2.3% in the 3rd quarter. Vanguard Group Inc. now owns 1,073,609 shares of the energy company’s stock valued at $8,374,000 after purchasing an additional 23,981 shares during the last quarter. Invesco Ltd. grew its holdings in shares of FuelCell Energy by 194.5% during the third quarter. Invesco Ltd. now owns 858,279 shares of the energy company’s stock worth $6,695,000 after purchasing an additional 566,852 shares during the last quarter. Two Sigma Investments LP acquired a new stake in shares of FuelCell Energy in the third quarter valued at $5,348,000. UBS Group AG raised its holdings in shares of FuelCell Energy by 30.1% in the third quarter. UBS Group AG now owns 435,152 shares of the energy company’s stock valued at $3,394,000 after buying an additional 100,724 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in FuelCell Energy by 15.0% during the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 385,021 shares of the energy company’s stock worth $3,003,000 after buying an additional 50,228 shares in the last quarter. 42.78% of the stock is currently owned by institutional investors.

FuelCell Energy News Summary

Here are the key news stories impacting FuelCell Energy this week:

• Positive Sentiment: Q4 results beat expectations: revenue of $55.0M and non‑GAAP EPS of -$0.83 topped estimates, and backlog rose to $1.19B — evidence of demand that drove the prior day’s sharp rally. FuelCell Energy Ends FY2025 with Revenue Growth
• Positive Sentiment: Management is emphasizing a push into data‑center power markets and says it has a solid cash runway to pursue those opportunities — a growth narrative some investors find attractive. FuelCell Energy Touts Strong Cash Runway
• Positive Sentiment: Analyst reaction mixed but mildly constructive: TD Cowen raised its price target to $9 (hold), giving a small cushion above current levels and signaling some analyst support for the company’s near‑term outlook.
• Neutral Sentiment: Full earnings and call transcripts are available for review (useful for investors who want management commentary on margins, backlog conversion and timing). Q4 2025 Earnings Call Transcript
• Negative Sentiment: Despite the quarter’s beat, the company reported a much larger full‑year net loss (net loss per share of -$7.42) and worsening annual metrics that raise strategic and execution questions for some investors. Quarterly Losses Narrow But Annual Deficit Raises Questions
• Negative Sentiment: Critical commentary and sell-side/opinion pieces flagged concerns about EBITDA, cash burn and long‑term viability, which likely triggered profit‑taking after the big post‑earnings pop. Sell Thesis: A Day Late And A Dollar Short
• Negative Sentiment: Market commentary notes that, while revenue grew, underlying profitability/EBITDA hasn’t improved enough to convince some investors — a theme driving today’s downside pressure. Why FCEL Stock Is Down

About FuelCell Energy

FuelCell Energy, Inc (NASDAQ: FCEL) is a publicly traded company that designs, manufactures and operates turnkey molten carbonate fuel cell power plants. These stationary, on-site energy solutions generate electricity and heat through an electrochemical process that combines natural gas or biogas with oxygen, producing power with lower greenhouse gas emissions than traditional fossil fuel-based generation. The company’s fuel cell technology is engineered for continuous, baseload operation and can be integrated into microgrid architectures and industrial power systems to provide reliable, around-the-clock energy.

The company’s core product suite, marketed under the SureSource brand, encompasses both power generation and integrated carbon capture or hydrogen production capabilities.