Fuel cell stocks are recovering after a recent sell-off, led by Bloom Energy's 8% jump following a 900 MW overseas deal with NTT DATA. This deal marks Bloom's largest international project, boosting investor confidence despite execution risks and negative cash flow. FuelCell Energy and Plug Power also gained modestly, though Texas policy uncertainty and upcoming earnings reports could impact future momentum. Investors remain cautious as the market awaits clearer data center regulations and earnings results.
As of Nov 09, 2026 22:02 WIB, Bloom Energy (BE) is trading at USD 196.18, up 13.24% on Pluang, recovering strongly but still below its 52-week high of USD 345.85. FuelCell Energy (FCEL) also gained 6.38%, priced at USD 10.59, closer to its 52-week low of USD 6.00 than its high of USD 36.01. Meanwhile, Plug Power (PLUG) shows a modest rise of 2.07% at USD 1.48, hovering near its 52-week low of USD 1.31, reflecting cautious sentiment ahead of earnings reports.
Bloom Energy and GE Vernova reported strong third-quarter results as they compete to supply power to AI data centers. Bloom Energy focuses on fast-deploying onsite fuel cells, showing 138% revenue growth and strong pricing power, while GE Vernova sel...
Bloom Energy's stock dropped sharply by 30% after the election, creating a speculative buying opportunity. The Democratic control of Congress shifts focus from chip shortages to power supply bottlenecks in data centers, increasing demand for Bloom En...
Google announced a $17 billion investment in a Wyoming data center, pledging to pay for all its power usage to address environmental concerns around AI data centers. The facility will use natural gas power sources with carbon capture technology, but ...
Fuel cell stocks, including FuelCell Energy, Plug Power, and Bloom Energy, rose between 4% and 6% following supportive remarks from Texas's incoming governor about permitting for data center projects. This eased some concerns for FuelCell Energy, whi...
The market experienced a sharp sell-off, particularly impacting AI, hyperscalers, and chipmaker stocks due to political, regulatory, and capital expenditure uncertainties. Despite this, experts like Julia Ostian, Kenio Fontes, and Jack Bowman view th...
