FCEL Earnings

FCEL reported its FY2025Q4 earnings on 2025-12-18, showcasing a revenue of 55.00M against an estimate of 47.00M, resulting in a 16.5% surprise. The EPS was -0.83, surpassing the expected -1.01 by 17.82% . The stock experienced a 22.03% price change on the earnings day and a 11.27% change over the next five days, reflecting market reactions to the results.

Following FCEL's FY2025Q4 earnings announcement on 2025-12-18, the stock price moved by 22.03% on the day of the release. Over the subsequent five days, it saw a 11.27% change. Historically, FCEL's stock price tends to shift by an average of -6.09% in the 10 days leading up to earnings and +4.56% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate FCEL’s annual revenue to reach 42.00M, while the EPS is projected at -1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 1.99% and EPS estimates Revise Downward by -11.12% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between FCEL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 1.99%, while EPS estimates moved Revise Downward by -11.12% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, FCEL's stock price typically moves by -6.09% in the 10 days before its earnings and +4.56% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of -1.00 and revenue of 42.00M.

The earnings call summary indicates a positive sentiment, with strong financial performance, strategic partnerships, and promising market strategy, especially in data centers and carbon capture. The Q&A section highlights optimism about future growth, with clear plans for scaling and leveraging existing solutions. Despite some unclear responses, the overall outlook remains positive, supported by a substantial backlog and strategic initiatives. The positive sentiment is further reinforced by the company's strong liquidity position and plans to expand capacity without immediate financing needs.