Investing.com • Jeffrey Neal Johnson FuelCell Energy Attracts Fresh Buyers as AI Power Needs Meet Real Execution
12/25/2025 09:32 AM • 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.
FCEL - 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.