Three Alternative Energy Stocks to Monitor During Upcoming Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2025
0mins
Should l Buy FCEL?
Source: NASDAQ.COM
Industry Overview: The alternative energy industry is divided into companies generating and distributing renewable energy and those developing renewable projects. Investments in renewable energy reached a record $386 billion in the first half of 2025, indicating strong growth potential.
Wind Energy Growth: Wind energy is rapidly expanding due to favorable policies and technological advancements, with projections of reaching 170 GW of global additions in 2025 and a cumulative capacity of 196.5 GW by 2030, highlighting a robust outlook for the sector.
Electric Vehicle Market Impact: The surge in electric vehicle (EV) sales, driven by improved infrastructure and lower battery costs, is expected to significantly boost clean energy adoption, with U.S. EV revenues projected to reach $105.8 billion in 2025.
Challenges and Outlook: The industry faces challenges from rising installation costs due to tariffs and the expiration of tax credits, leading to a negative earnings outlook. Despite this, the alternative energy sector has outperformed the broader market, with a 32% increase in stock value over the past year.
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Analyst Views on FCEL
Wall Street analysts forecast FCEL stock price to fall
4 Analyst Rating
0 Buy
3 Hold
1 Sell
Hold
Current: 11.800
Low
7.00
Averages
9.33
High
12.00
Current: 11.800
Low
7.00
Averages
9.33
High
12.00
About FCEL
FuelCell Energy, Inc. is engaged in delivering distributed baseload energy platform solutions through its proprietary fuel cell technology. It develops commercial technologies that produce clean electricity, heat, clean hydrogen, and water. Its commercial product portfolio is based on its carbonate electrochemical platform. Its carbonate electrochemical platform supports power generation and combined heat and power applications using a variety of fuels, including a 50/50 blend of hydrogen and natural gas or biogas blends, biogas, renewable natural gas, and natural gas. It offers its products in different configurations for a range of power and chemical applications, including electricity, hydrogen, heat (including steam), water and carbon-di-oxide (CO2) upgradable to food and beverage grade and/or usable in cement or other industrial products, and to concentrate and separate CO2 from fossil-fueled industrial applications allowing the sequestration and/or utilization of the CO2.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
FuelCell Energy Stock Outperforms S&P 500 by 17.5%
- Significant Stock Growth: FuelCell Energy's stock price has risen to $9.66, reflecting a 23.7% increase over the past six months, outperforming the S&P 500 by 17.5%, indicating strong market performance and investor confidence.
- Optimistic Revenue Growth Forecast: Wall Street analysts project an 11.6% revenue increase for FuelCell Energy over the next 12 months, which, while lower than the 28.3% annualized growth rate of the past two years, still suggests market expectations for the success of its products and services.
- Earnings Per Share Improvement: Although FuelCell Energy's full-year earnings remain negative, its EPS has improved by 12.7% annually over the last five years, indicating a potential inflection point in profitability is approaching.
- Free Cash Flow Margin Enhancement: FuelCell Energy's free cash flow margin has expanded by 40.7 percentage points over the past five years, currently at negative 74.2%, but continued improvements could help achieve long-term cash profitability.
See More
FuelCell Energy Shares Surge 21.1% on AI Data Center Potential
- Stock Surge: FuelCell Energy's shares jumped 21.1% in the afternoon session, reflecting strong investor enthusiasm regarding its potential in the AI data center market, indicating a positive market outlook for the company's future growth.
- Strategic Focus: The company recently introduced a new scalable 12.5 MW power block designed to provide continuous on-site power for energy-intensive data centers, further solidifying its position in a high-demand market and expected to drive future revenue growth.
- Business Development Spike: FuelCell reported a 275% increase in its business development pipeline, largely driven by demand from data center customers, with plans to triple manufacturing capacity in the coming years, indicating proactive measures to meet market demand.
- Market Volatility: Despite experiencing 94 moves greater than 5% over the past year, this news significantly altered market perceptions of FuelCell Energy, reflecting increased investor confidence in its future prospects.
See More
Best Buy CEO Departure Triggers Stock Decline
- CEO Departure Impact: Best Buy's CEO Corie Barry announced her resignation, leading to a 4.8% drop in stock price on Wednesday, reflecting market unease over leadership changes that could affect the company's strategic direction and investor confidence.
- Fuel Cell Technology Surge: FuelCell Energy's stock rose by 21.1% as investor enthusiasm for its potential to power AI data centers continues to build, not only enhancing the company's market valuation but also potentially attracting more investments and partnerships.
- Airline Profit Warning: United Airlines cut its full-year profit forecast, resulting in a 7.1% decline in stock price, a move that may raise investor concerns about the airline industry's recovery capabilities and impact the company's financing and operational strategies.
- Homebuilder Earnings Beat: Taylor Morrison Home reported first-quarter 2026 earnings that exceeded Wall Street expectations, leading to a 5.5% stock increase, a performance that not only boosts market confidence in its competitiveness in a challenging housing market but may also drive future sales growth and market share expansion.
See More
Analysts Adjust Ratings for Bloom Energy and FuelCell Energy Stocks
- Bloom Energy Rating Upgrades: Bloom Energy received price target hikes from two analysts, with UBS raising its target from $170 to $251, indicating that rising demand for 800 VDC power architectures could create opportunities for its technologies, suggesting a 13.6% upside potential.
- Market Attention Rising: The stock of Bloom Energy hit an intraday high of $234.35 on Tuesday, up 3% from the previous trading day, reflecting investor optimism about its future performance, with Q1 2026 revenue expected to grow by 64% to $535.78 million.
- FuelCell Energy Retail Interest: FuelCell Energy saw retail trading volumes surge over 180% in a day, although analysts maintain a more cautious stance, with two out of eight analysts rating it as 'Sell', indicating market divergence regarding its future performance.
- Price Performance Comparison: Bloom Energy's stock has surged 154% in 2026, while FuelCell Energy has risen about 30%, reflecting differing market appeal, with Bloom Energy's forward P/E ratio at 71, indicating potential for profitability.
See More
FuelCell Energy Shares Surge 6.9% Amid Strong Volume
- Stock Performance: FuelCell Energy (FCEL) shares surged 6.9% in the last trading session to close at $7.3, with trading volume significantly exceeding normal levels, indicating strong market confidence in its future growth prospects.
- Market Demand: By early 2026, over 80% of the company's commercial pipeline is expected to be tied to data centers, highlighting its growth potential in the AI data center market, particularly as power shortages become a pressing issue.
- Project Progress: The company's projects in South Korea are progressing well, with multiple module installations expected through fiscal 2026, backed by long-term service agreements that will provide clear visibility into near-term revenues and strengthen the revenue base.
- Earnings Outlook: Although a quarterly loss of $0.49 per share is anticipated, revenues are expected to reach $40.07 million, reflecting a 7.1% year-over-year increase, showcasing the company's revenue growth potential despite unchanged earnings estimates.
See More
Plug Power Secures 275 MW Electrolyzer Contract Boosting Investor Confidence
- Major Contract Awarded: Plug Power has secured a 275-megawatt GenEco electrolyzer contract for the Hy2gen Canada Courant project, marking a significant milestone that boosts investor confidence in the company's future order momentum and profitability expectations.
- Stock Price Surge: The company's stock rose by 11.62% to close at $2.69, reflecting positive market sentiment towards the new contract, with trading volume reaching 98.5 million shares, about 7% above the three-month average, indicating strong investor interest.
- Industry Impact: This electrolyzer project represents one of the most significant awards Plug Power has received to date, confirming the demand for its hydrogen-based products while also demonstrating the company's capability to meet large-scale, high-capacity requirements.
- Management Confidence: The new CEO's emphasis on cost management and margin expansion during his first public comments has strengthened investor confidence in the company's future performance, with the market anticipating further project wins to follow.
See More
FuelCell Energy Stock Outperforms S&P 500 by 17.5%
- Significant Stock Growth: FuelCell Energy's stock price has risen to $9.66, reflecting a 23.7% increase over the past six months, outperforming the S&P 500 by 17.5%, indicating strong market performance and investor confidence.
- Optimistic Revenue Growth Forecast: Wall Street analysts project an 11.6% revenue increase for FuelCell Energy over the next 12 months, which, while lower than the 28.3% annualized growth rate of the past two years, still suggests market expectations for the success of its products and services.
- Earnings Per Share Improvement: Although FuelCell Energy's full-year earnings remain negative, its EPS has improved by 12.7% annually over the last five years, indicating a potential inflection point in profitability is approaching.
- Free Cash Flow Margin Enhancement: FuelCell Energy's free cash flow margin has expanded by 40.7 percentage points over the past five years, currently at negative 74.2%, but continued improvements could help achieve long-term cash profitability.
See More
FuelCell Energy Shares Surge 21.1% on AI Data Center Potential
- Stock Surge: FuelCell Energy's shares jumped 21.1% in the afternoon session, reflecting strong investor enthusiasm regarding its potential in the AI data center market, indicating a positive market outlook for the company's future growth.
- Strategic Focus: The company recently introduced a new scalable 12.5 MW power block designed to provide continuous on-site power for energy-intensive data centers, further solidifying its position in a high-demand market and expected to drive future revenue growth.
- Business Development Spike: FuelCell reported a 275% increase in its business development pipeline, largely driven by demand from data center customers, with plans to triple manufacturing capacity in the coming years, indicating proactive measures to meet market demand.
- Market Volatility: Despite experiencing 94 moves greater than 5% over the past year, this news significantly altered market perceptions of FuelCell Energy, reflecting increased investor confidence in its future prospects.
See More
Best Buy CEO Departure Triggers Stock Decline
- CEO Departure Impact: Best Buy's CEO Corie Barry announced her resignation, leading to a 4.8% drop in stock price on Wednesday, reflecting market unease over leadership changes that could affect the company's strategic direction and investor confidence.
- Fuel Cell Technology Surge: FuelCell Energy's stock rose by 21.1% as investor enthusiasm for its potential to power AI data centers continues to build, not only enhancing the company's market valuation but also potentially attracting more investments and partnerships.
- Airline Profit Warning: United Airlines cut its full-year profit forecast, resulting in a 7.1% decline in stock price, a move that may raise investor concerns about the airline industry's recovery capabilities and impact the company's financing and operational strategies.
- Homebuilder Earnings Beat: Taylor Morrison Home reported first-quarter 2026 earnings that exceeded Wall Street expectations, leading to a 5.5% stock increase, a performance that not only boosts market confidence in its competitiveness in a challenging housing market but may also drive future sales growth and market share expansion.
See More
Analysts Adjust Ratings for Bloom Energy and FuelCell Energy Stocks
- Bloom Energy Rating Upgrades: Bloom Energy received price target hikes from two analysts, with UBS raising its target from $170 to $251, indicating that rising demand for 800 VDC power architectures could create opportunities for its technologies, suggesting a 13.6% upside potential.
- Market Attention Rising: The stock of Bloom Energy hit an intraday high of $234.35 on Tuesday, up 3% from the previous trading day, reflecting investor optimism about its future performance, with Q1 2026 revenue expected to grow by 64% to $535.78 million.
- FuelCell Energy Retail Interest: FuelCell Energy saw retail trading volumes surge over 180% in a day, although analysts maintain a more cautious stance, with two out of eight analysts rating it as 'Sell', indicating market divergence regarding its future performance.
- Price Performance Comparison: Bloom Energy's stock has surged 154% in 2026, while FuelCell Energy has risen about 30%, reflecting differing market appeal, with Bloom Energy's forward P/E ratio at 71, indicating potential for profitability.
See More
FuelCell Energy Shares Surge 6.9% Amid Strong Volume
- Stock Performance: FuelCell Energy (FCEL) shares surged 6.9% in the last trading session to close at $7.3, with trading volume significantly exceeding normal levels, indicating strong market confidence in its future growth prospects.
- Market Demand: By early 2026, over 80% of the company's commercial pipeline is expected to be tied to data centers, highlighting its growth potential in the AI data center market, particularly as power shortages become a pressing issue.
- Project Progress: The company's projects in South Korea are progressing well, with multiple module installations expected through fiscal 2026, backed by long-term service agreements that will provide clear visibility into near-term revenues and strengthen the revenue base.
- Earnings Outlook: Although a quarterly loss of $0.49 per share is anticipated, revenues are expected to reach $40.07 million, reflecting a 7.1% year-over-year increase, showcasing the company's revenue growth potential despite unchanged earnings estimates.
See More
Plug Power Secures 275 MW Electrolyzer Contract Boosting Investor Confidence
- Major Contract Awarded: Plug Power has secured a 275-megawatt GenEco electrolyzer contract for the Hy2gen Canada Courant project, marking a significant milestone that boosts investor confidence in the company's future order momentum and profitability expectations.
- Stock Price Surge: The company's stock rose by 11.62% to close at $2.69, reflecting positive market sentiment towards the new contract, with trading volume reaching 98.5 million shares, about 7% above the three-month average, indicating strong investor interest.
- Industry Impact: This electrolyzer project represents one of the most significant awards Plug Power has received to date, confirming the demand for its hydrogen-based products while also demonstrating the company's capability to meet large-scale, high-capacity requirements.
- Management Confidence: The new CEO's emphasis on cost management and margin expansion during his first public comments has strengthened investor confidence in the company's future performance, with the market anticipating further project wins to follow.
See More
