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FuelCell Energy Attracts Fresh Buyers as AI Power Needs Meet Real Execution

Investing.com Logo Investing.com By Jeffrey Neal Johnson
FuelCell Energy Attracts Fresh Buyers as AI Power Needs Meet Real Execution

FuelCell Energy stock surged 34% following strong Q4 2025 earnings, driven by growing AI data center demand for reliable power. The company reported $158.2M in annual revenue (41% YoY growth), narrowed net losses, and a $1.19B backlog. With $341.8M in liquidity and hundreds of megawatts in pricing proposals to hyperscalers, management targets profitability once manufacturing reaches 100MW capacity utilization.

Insights
GRAB   positive

Partnering in innovative autonomous vehicle project, developing local talent, and preparing to launch first residential autonomous shuttle service demonstrates strategic technological advancement


FCEL   positive

Strong Q4 earnings beat with 41% YoY revenue growth, significant improvement in net losses, substantial cash position ($341.8M liquidity), large backlog ($1.19B), hundreds of megawatts in active proposals to major customers, successful international project execution in South Korea, and clear path to profitability with manufacturing expansion plans.