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Carbonate fuel cell technology developer FuelCell Energy (NASDAQ:FCEL) fell short of the market’s revenue expectations in Q2 CY2025, but sales rose 97.3% year on year to $46.74 million. Its non-GAAP loss of $0.95 per share was 41.7% above analysts’ consensus estimates.
Is now the time to buy FCEL? Find out in our full research report (it’s free).
FuelCell Energy’s second quarter results prompted a significant positive market response, despite missing Wall Street’s revenue expectations. Management attributed the sharp year-on-year sales growth to robust product deliveries in South Korea, particularly module shipments to Goyne Green Energy and new service agreements. CEO Jason Few credited decisive restructuring actions, stating these moves are “lowering costs, sharpening our focus on distributed power generation, and positioning us for investment in technologies and partnerships that can unlock future growth.” The company also emphasized cost control measures and increased focus on its core carbonate power generation platform.
Looking ahead, FuelCell Energy’s outlook centers on scaling its carbonate platform, capitalizing on rising global power demand from AI and data centers, and leveraging policy incentives such as the U.S. investment tax credit. Management sees strong momentum in both U.S. and international data center markets, with Few highlighting the company’s “differentiated position as the only fuel cell manufacturer with demonstrated utility-scale platforms over 10, 20, and 50 megawatts.” The company’s pipeline includes potential large-scale deployments and ongoing innovation in carbon capture and electrolyzer technologies.
Management traced quarterly performance to South Korean module deliveries, expanding data center opportunities, and progress from restructuring efforts, while noting that U.S. tax incentives and global partnerships are shaping the company’s evolving strategy.
FuelCell Energy’s guidance is shaped by growing data center demand, manufacturing scale-up, and supportive policy incentives, balanced by ongoing execution risks and the need for additional project financing.
Our analysts will be watching (1) the pace at which FuelCell Energy converts memoranda of understanding, such as with Inuverse, into binding orders for data center projects, (2) execution of scheduled module deliveries in South Korea and expansion of contracts with partners like CGN, and (3) progress toward production scale-up at Torrington to reach positive adjusted EBITDA. Developments in U.S. policy incentives and successful project financing will also be important markers of future performance.
FuelCell Energy currently trades at $5.23, up from $4.21 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it’s free).
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