UBS Turns Bullish on FuelCell Energy — Sees 42% Upside on Data Center Deals
Key catalysts: 380 MW Fit Energy deal and Siemens collaboration for data centers.
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#FCEL↓
Siemens and FuelCell Energy Partner to Accelerate Large-Scale Fuel Cell Power Generation
Siemens and FuelCell Energy signed an MoU to develop large-scale fuel cell solutions with electrical infrastructure for 100MW+ projects targeting data centers and clean energy demand.
Jefferies Upgrades FuelCell Energy to Buy, Hikes Target to $24 on Major Data Center Deal
Strong upside potential vs Bloom Energy.
FuelCell Energy Strikes 380 MW Deal with Fit Energy to Power AI Data Centers
Initial 30 MW deployment starts this year.
FCEL Stock Gets Major Boost: Canaccord Sees “Transformative” Data Center Deal Coming
Canaccord just upgraded FuelCell Energy from Hold to Buy and raised its price target to $30 on major data center opportunities. "Transformative deal expected soon."
Bloom Energy Surges After Record Q1 2026 Beat: 130% Revenue Jump & Big Guidance Raise
Bloom Energy beat earnings, doubled revenue, raised outlook, turned profit positive, and stock surged on strong AI/data center demand.