FuelCell Energy secures 450MW deal to power AI data centers as demand surges

FuelCell Energy (FCEL) Shares Surge On Strategic AI Data Center Partnership - FuelCell Energy (NASDAQ:FCEL)

FuelCell Energy Inc (NASDAQ:FCEL) shares are trading higher Tuesday morning following the announcement of a strategic collaboration with Sustainable Development Capital to address the surging power demands of the global data center market. Here's what investors need to know. * FuelCell Energy stock is charging ahead with explosive momentum. What's driving FCEL stock higher? How AI Is Driving Energy Infrastructure Innovation The partnership explores the deployment of up to 450 megawatts of FuelCell's advanced power systems to support distributed power needs.The collaboration is driven by the rapid expansion of artificial intelligence which the companies believe is fundamentally redesigning data center power architectures. As AI increases the need for reliable, always-on power, the partnership aims to combine FuelCell Energy's distributed baseload technology with SDCL's expertise in financing and operating scalable energy infrastructure. Jason Few, CEO of FuelCell Energy, highlighted that the industry is moving toward centralized 800-volt DC power, a standard FCEL's platforms are architecturally ready to support. Additionally, FCEL's systems can capture waste heat for absorption chilling, potentially improving data center efficiency. Jonathan Maxwell, CEO of SDCL, noted that FCEL's flexible, low-emission technology is particularly attractive for data centers where resilience and sustainability must coexist. Per the company, this strategic move positions FuelCell Energy to capitalize on the growing energy constraints facing the tech sector, sparking positive investor sentiment. Short-Term Weakness Signals Potential Opportunity FuelCell Energy is currently trading approximately 9.1% below its 20-day simple moving average (SMA) and 4.4% above its 100-day SMA, indicating some short-term weakness while maintaining longer-term support. Shares have increased by 0.11% over the past 12 months and are currently positioned closer to their 52-week highs than lows. The RSI is not available, indicating a neutral momentum stance, while the MACD is also not available, suggesting a lack of clear directional momentum at this time. The combination of these indicators implies mixed signals for traders. * Key Resistance: $10.50 * Key Support: $7.50 Revenue Estimates Indicate Strong Year-Over-Year Growth Investors are looking ahead to the next earnings report on March 10. * EPS Estimate: Loss of 92 cents (Up from $-1.42 YoY) * Revenue Estimate: $47.94 million (Up from $19.00 million YoY) Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $2789.81. Recent analyst moves include: * Canaccord Genuity: Hold (Target $12.00) (Dec. 19, 2025) * UBS: Neutral (Raised Target to $7.25) (Sep. 17, 2025) * Canaccord Genuity: Hold (Target $12.00) (Sep. 15, 2025) Benzinga Edge Rankings Below is the Benzinga Edge scorecard for FuelCell Energy, highlighting its strengths and weaknesses compared to the broader market: * Momentum: Bullish (Score: 58.55/100) -- Stock is outperforming the broader market. The Verdict: FuelCell Energy's Benzinga Edge signal reveals a moderate momentum score, indicating some positive movement relative to the market. Investors should monitor upcoming earnings closely, as the stock's performance may hinge on the results. Top ETF Exposure * Global X Hydrogen ETF (NASDAQ:HYDR): 4.49% Weight * Defiance Next Gen H2 ETF (NYSE:HDRO): 6.56% Weight Significance: Because FCEL carries significant weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock. FCEL Shares Surge Tuesday FCEL Price Action: FuelCell Energy shares were up 8.46% at $8.72 at the time of publication on Tuesday, according to Benzinga Pro data. Image: Shutterstock FCELFuelCell Energy Inc $8.617.03% Overview HYDRGlobal X Hydrogen ETF $38.60-0.17% This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Market News and Data brought to you by Benzinga APIs

FuelCell Energy stock rises on 450MW data center power collaboration By Investing.com

Investing.com -- FuelCell Energy Inc (NASDAQ:FCEL) stock gained 4.5% Tuesday after announcing a strategic collaboration with Sustainable Development Capital LLP to explore deploying up to 450 megawatts of fuel-cell power systems for data centers and other mission-critical applications globally. The partnership aims to address the growing power demands of artificial intelligence, which is forcing fundamental redesigns of data center power architectures. The collaboration integrates FuelCell Energy's distributed baseload power technology with SDCL's experience in financing and operating energy infrastructure. "As AI and high-performance computing scale, power is no longer just about more capacity -- it's about a different architecture," said Jason Few, President and CEO of FuelCell Energy. "FuelCell Energy natively generates continuous, megawatt-scale direct DC power behind the meter, delivered today through AC-coupled systems and architecturally ready for 800-volt DC designs." The companies have executed a letter of intent outlining plans to support energy solutions that enhance availability, resilience, and cost competitiveness for energy-intensive applications. This reflects a broader trend where onsite power solutions are increasingly evaluated alongside traditional grid supply to address delivery timelines, grid constraints, and decarbonization goals. FuelCell's advanced power systems are designed to deliver continuous, on-site power and can operate independently of the electricity grid during normal running, subject to reliable fuel supply. The systems minimize local air pollutants typically associated with combustion-based generation since electricity is generated electrochemically rather than by combustion. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.