Fuel cell stocks, led by Bloom Energy, are experiencing a sharp pullback after a recent strong rally. Bloom Energy's shares fell 8% despite strong Q2 2026 revenue growth and an increased sales outlook, reflecting momentum-driven selling rather than business weakness. Plug Power also dropped 6%, while FuelCell Energy declined only 2%, showing uneven selling pressure within the sector. Investors should watch for further volatility and consider staged buying or profit-taking as sentiment remains fragile.
Bloom Energy shares dropped 8.3% to USD 264.75 on Pluang as of Sep 29, 2026 00:21 WIB, continuing the sharp pullback after a recent rally. Plug Power also declined 5.81% to USD 1.86, while FuelCell Energy eased 1.52% to USD 16.24, showing varied selling pressure across fuel cell stocks. The sector remains volatile with typical hold times ranging from 5 days for Bloom Energy to 47 days for FuelCell Energy.
Bloom Energy has surged with a 163.2% gain year-to-date, driven by strong AI data center demand and a raised revenue forecast of up to $4.2 billion for FY26. It reported positive operating cash flow and major contracts with US hyperscalers. Meanwhile...
Bloom Energy's biggest deployment, a 2.45 GW fuel cell project at Oracle's Project Jupiter data center in New Mexico, is delayed due to a natural gas pipeline setback pushed from August 2026 to February 2027. This delay threatens Bloom's revenue targ...
Fuel cell stocks including FuelCell Energy, Plug Power, and Bloom Energy dropped between 4% and 8% due to a sharp rise in 10-year U.S. Treasury yields, which hit 5.11%, the highest since 2007. Higher yields increase borrowing costs, making it harder ...
Bloom Energy's stock fell 6% following a remarkable 190% gain year-to-date, driven by high demand for its AI-powered onsite fuel cell systems. Despite the sharp drop, the company's strong Q2 FY2026 results and raised full-year guidance remain intact,...
