FuelCell Energy

$FuelCell Energy(FCEL.US) | Fuelcell Energy Insider Bought Shares Worth $494,967, According to a Recent SEC Filing

Homer John Livingston III completed an open market purchase of FuelCell Energy common stock on 07/16/2026. The transaction involved acquiring 26,343 shares at a price of $18.79 per share, resulting in a total transaction value of approximately $495,000.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Siemens, $FuelCell Energy(FCEL.US) FuelCell Energy Partner to Accelerate Distributed Power Projects

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐒𝐢𝐞𝐦𝐞𝐧𝐬 and 𝐅𝐮𝐞𝐥𝐂𝐞𝐥𝐥 𝐄𝐧𝐞𝐫𝐠𝐲 signed an MOU to expand fuel cell power deployment.

➤ Siemens will design and supply 𝐄𝐁𝐎𝐏 systems for FuelCell Energy installations.

➤ Collaboration supports rapid deployment of 𝐨𝐯𝐞𝐫 𝟏𝟎𝟎 𝐌𝐖 commercial fuel cell projects.

➤ Joint solutions will integrate 𝐟𝐮𝐞𝐥 𝐜𝐞𝐥𝐥𝐬, battery storage, microgrids, and medium-voltage equipment.

➤ Companies aim to 𝐫𝐞𝐝𝐮𝐜𝐞 𝐜𝐨𝐬𝐭𝐬, shorten deployment timelines, and scale distributed energy systems.

➤ Initial focus includes 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫𝐬, industrial facilities, utilities, and other critical power users.

➤ Partnership also includes 𝐩𝐢𝐥𝐨𝐭 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬 for medium-voltage DC and modular electrical systems.

➤ Successful pilots could transition into 𝐟𝐮𝐥𝐥-𝐬𝐜𝐚𝐥𝐞 commercial deployments.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Rising 𝐀𝐈 and data center demand is increasing the need for reliable on-site power.

➤ Partnership combines power generation and electrical infrastructure into a 𝐬𝐢𝐧𝐠𝐥𝐞 𝐬𝐜𝐚𝐥𝐚𝐛𝐥𝐞 solution.

➤ Collaboration could accelerate adoption of 𝐥𝐨𝐰𝐞𝐫-𝐞𝐦𝐢𝐬𝐬𝐢𝐨𝐧 distributed energy systems.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "The rapid growth of electrification and distributed energy is redefining how power must be delivered at scale. By combining FuelCell Energy's fuel cell technology with Siemens' electrical infrastructure, service, and integration expertise, we can deliver scalable, on-site power solutions for energy-intensive applications – helping customers deploy power faster, scale with confidence, and advance their transition to lower-emission, more resilient energy systems." — 𝐊𝐞𝐯𝐢𝐧 𝐁𝐫𝐨𝐰𝐧, Head of Sustainability Solutions, Electrification and Automation, Siemens Smart Infrastructure USA.

➤ "This collaboration with Siemens enables us to deliver what the market has been asking for—bringing generation and electrical infrastructure together into a single, scalable solution. For customers, that means reliable, on-site power that is faster to deploy and built to scale, beginning with the data centers driving today's demand." — 𝐒𝐡𝐚𝐧𝐤𝐚𝐫 𝐀𝐜𝐡𝐚𝐧𝐭𝐚, Chief Product and Technology Officer, FuelCell Energy.

🏆 TOP 10 WEEKLY ANALYST RATINGS:

$Micron Tech(MU.US) $FuelCell Energy(FCEL.US) $Intel(INTC.US) $Bloom Energy(BE.US) $Astera Labs(ALAB.US) $Sandisk(SNDK.US) $Applied Materials(AMAT.US) $Absci(ABSI.US) $Marvell Tech(MRVL.US) $Hims & Hers Health(HIMS.US)

🚨 Pre-market buzz!

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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $FuelCell Energy(FCEL.US) FuelCell Energy Secures $49 Million EXIM Financing for South Korea Project

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐄𝐗𝐈𝐌 approved a 𝐔𝐒$𝟒𝟗 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 financing package for FuelCell Energy.

➤ First tranche is expected on 𝐉𝐮𝐧𝐞 𝟑𝟎, providing approximately 𝐔𝐒$𝟐𝟐 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 in net proceeds.

➤ Funds will support delivery of 𝐟𝐢𝐯𝐞 𝟐.𝟖-𝐌𝐖 FuelCell Energy Blocks to South Korea's GGE.

➤ GGE operates nearly 𝟔𝟎 𝐌𝐖, making it one of the world's largest fuel cell sites.

➤ Second financing tranche is expected in 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟐𝟎𝟐𝟔, subject to closing conditions.

➤ Financing was structured through 𝐄𝐗𝐈𝐌'𝐬 loan guarantee program with PEFCO.

➤ Package follows successful 𝐄𝐗𝐈𝐌-backed financings completed in 𝟐𝟎𝟐𝟒 and 𝟐𝟎𝟐𝟓.

➤ Approximately 𝟗𝟎% of FuelCell Energy Blocks' content is sourced from the 𝐔.𝐒.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Financing provides 𝐧𝐨𝐧-𝐝𝐢𝐥𝐮𝐭𝐢𝐯𝐞 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 to support company growth.

➤ Strengthens FuelCell Energy's 𝐢𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 clean energy expansion strategy.

➤ Supports manufacturing expansion and opportunities in 𝐀𝐈 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫 power markets.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "EXIM's approval validates the strength of this project, our partnership with Gyeonggi Green Energy, FuelCell Energy's business plan, and our ability to deliver distributed utility-scale clean power globally." — 𝐌𝐢𝐜𝐡𝐚𝐞𝐥 𝐁𝐢𝐬𝐡𝐨𝐩, Chief Financial Officer of FuelCell Energy.

➤ "This financing adds non-dilutive capital to support growth and provides added flexibility as we invest in scaling manufacturing capacity, pursuing strategic opportunities in global power markets and mirroring our distributed utility scale solutions to AI factories and data centers." — 𝐌𝐢𝐜𝐡𝐚𝐞𝐥 𝐁𝐢𝐬𝐡𝐨𝐩.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $FuelCell Energy(FCEL.US) FuelCell Energy Signs Deal for Up to 380 MW of Data Center Power

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐅𝐮𝐞𝐥𝐂𝐞𝐥𝐥 𝐄𝐧𝐞𝐫𝐠𝐲 and Fit Energy signed a strategic power supply agreement.

➤ Agreement covers up to 𝟑𝟖𝟎 𝐌𝐖 of clean, baseload on-site power.

➤ Power will support 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫𝐬 and 𝐀𝐈 infrastructure projects.

➤ Fit Energy made an 𝐢𝐦𝐦𝐞𝐝𝐢𝐚𝐭𝐞 𝐝𝐞𝐩𝐨𝐬𝐢𝐭 for an initial 𝟑𝟎 𝐌𝐖 deployment.

➤ Initial 𝟑𝟎 𝐌𝐖 power delivery is expected to begin later in 𝟐𝟎𝟐𝟔.

➤ FuelCell Energy will provide 𝐮𝐭𝐢𝐥𝐢𝐭𝐲-𝐬𝐜𝐚𝐥𝐞 fuel cell technology for the projects.

➤ Fit Energy focuses on 𝐛𝐞𝐡𝐢𝐧𝐝-𝐭𝐡𝐞-𝐦𝐞𝐭𝐞𝐫 power solutions for advanced computing facilities.

➤ Fit Energy may receive warrants tied to deployment milestones up to 𝟑𝟖𝟎 𝐌𝐖.

➤ Warrant structure links incentives to 𝐩𝐫𝐨𝐣𝐞𝐜𝐭 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧 and customer deployment.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Rising 𝐀𝐈 and data center demand is driving new power infrastructure investments.

➤ Agreement expands FuelCell Energy's exposure to the fast-growing 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 market.

➤ Deal supports FuelCell Energy's strategy to scale production capacity to 𝟓𝟎𝟎 𝐌𝐖.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "We are pleased to partner with Fit Energy on its development plans. We’ve engaged with a diverse range of prospective customers across the digital infrastructure landscape, and Fit Energy has distinguished itself through its commitment to ‘energy as a service’ power solutions that support both communities and the environment." — 𝐉𝐚𝐬𝐨𝐧 𝐅𝐞𝐰, President and CEO of FuelCell Energy.

➤ "This agreement further validates our decision to scale our operations to 500 MW, preserving our ability to serve a broad and growing pipeline of customers." — 𝐉𝐚𝐬𝐨𝐧 𝐅𝐞𝐰, President and CEO of FuelCell Energy.

➤ "Today’s announcement marks a critical step in building the power foundation required for the next generation of AI infrastructure. FuelCell Energy’s technology aligns with our growth objectives and our goal of delivering behind-the-meter power solutions to data centers at gigawatt scale." — 𝐉𝐨𝐞𝐥 𝐋𝐞𝐨𝐧𝐨𝐟𝐟, CEO of Fit Energy.

📢 Companies Reporting Earnings Next Week

$FuelCell Energy(FCEL.US) $Vail Resorts(MTN.US) $SAI $JM Smucker(SJM.US) $Uranium Energy(UEC.US) $CRBL $Casey General Stores(CASY.US) $Chewy(CHWY.US) $Oracle(ORCL.US) $Stitch Fix(SFIX.US) $Lennar(LEN.US) $Adobe(ADBE.US) $RH(RH.US)

watching $FuelCell Energy(FCEL.US)

Looking for a HL and to get tight in and around the 10 day

Finishing up some research for next week:

1. $Ouster(OUST.US)

2. $Penguin Solutions(PENG.US)

Been talking about those two in real-time over the past few weeks, so will do a slightly more "formal" summary on my thoughts.

3. Ceres Power / $FuelCell Energy(FCEL.US) - more of a comparison

4. $ENSI (Ensilica)

I have a position in all of these incl. Ceres Power + $FuelCell Energy(FCEL.US), with a rough 70/30 split between the two.

Might look into $Harmonic(HLIT.US) too since it's all anyone's been talking about on X. No position though.

Been writing the thesis for an alternative to $FuelCell Energy(FCEL.US) over the past week - Ceres Power:

Both have basically identical MCs + mirror image share price movements YTD.

It's kinda interesting because:

- $FuelCell Energy(FCEL.US) beats them on data center orders/pipeline.

- But Ceres probably has the better product for DCs if you solely use $Bloom Energy(BE.US) as a proxy (SOFCs).

I don't personally have a position rn, but will still put out the research tomorrow in case others find it interesting.

25 years and a 99.99% drawdown later, $FuelCell Energy(FCEL.US) is seeing its heaviest volume ever.

With 2 full weeks of trading still left in May, FuelCell has already broken its monthly volume record.

Would you ever give a name like this a second chance?