FCEL

Oracle stock has climbed off lows along with security software stock SailPoint. Both stocks have earnings coming up, along with Adobe.

What to expect from Fuel Cell Energy's earnings report. AI data centers drove huge gains for FCEL stock and its peers.

DANBURY, Conn., May 21, 2026 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (Nasdaq: FCEL) -- announced the upcoming release of its second quarter 2026 results prior to the stock market open on Monday, June 8, 2026. FuelCell Energy management will subsequently host a conference call beginning at 10:00 a.m. Eastern Time the same day to discuss the results and provide a business update. Participants can access the live call via webcast on the company website or by telephone as follows: The live webcast of this call and supporting slide presentation will be available at www.fuelcellenergy.com. To listen to the call, select ‘Investors’ on the home page, proceed to the ‘Events & Presentations’ page and then click on the ‘Webcast’ link under the June 8th earnings call event listed. Alternatively, participants can dial (888) 330-3181 and state “FuelCell Energy” or the conference ID number 1099808. The replay of the conference call will be available via webcast on the Company’s Investors’ page at www.fuelcellenergy.com approximately two hours after the conclusion of the call. About FuelCell EnergyFuelCell Energy, Inc. (Nasdaq: FCEL) is an American clean energy technology company delivering continuous, scalable baseload power for mission-critical applications globally. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emissions power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems—backed by global fuel cell deployments approaching one gigawatt. Learn more at www.fuelcellenergy.com. Contact Media Relations:Kathleen [email protected] Investor Relations:[email protected]

Golar LNG (GLNG) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +60.66%. A quarter ago, it was expected that this operator of carriers for natural gas shipping would post earnings of $0.38 per share when it actually produced earnings of $0.3, delivering a surprise of -21.05%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Golar LNG, which belongs to the Zacks Oil and Gas - Integrated - International industry, posted revenues of $137.55 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 9.77%. This compares to year-ago revenues of $62.5 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Golar LNG shares have added about 49.6% since the beginning of the year versus the S&P 500's gain of 7.4%. While Golar LNG has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Golar LNG was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complet...

ReNew Energy Global PLC (RNW) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of a loss of $0.21 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +109.52%. A quarter ago, it was expected that this company would post a loss of $0.12 per share when it actually produced break-even earnings, delivering a surprise of +100%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. ReNew Energy Global, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $421 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 24.70%. This compares to year-ago revenues of $340 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. ReNew Energy Global shares have lost about 5.3% since the beginning of the year versus the S&P 500's gain of 8.2%. While ReNew Energy Global has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for ReNew Energy Global was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see th...

Kolibri Global Energy Inc. (KGEI) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +11.77%. A quarter ago, it was expected that this company would post earnings of $0.12 per share when it actually produced earnings of $0.09, delivering a surprise of -25%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Kolibri Global Energy Inc., which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry, posted revenues of $19.57 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.87%. This compares to year-ago revenues of $16.37 million. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Kolibri Global Energy Inc. shares have added about 33.6% since the beginning of the year versus the S&P 500's gain of 8.8%. While Kolibri Global Energy Inc. has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Kolibri Global Energy Inc. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line...

Oracle partner Bloom Energy guided high to underscore fuel-cell energy demand as AI data centers multiply.

A month has gone by since the last earnings report for Oklo Inc. (OKLO). Shares have added about 11.7% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Oklo Inc. due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. • EPS: -$0.27 in Q4’25, wider than the Zacks Consensus Estimate of -$0.18. • Revenue: Company remains pre-revenue. • Full-year operating loss: $139.3 million in fiscal 2025 vs $52.8 million in fiscal 2024. • Full-year net loss (pre-tax): $110.2 million in fiscal 2025. • Cash used in operating activities: $82.2 million in fiscal 2025, within guidance. • Liquidity: ~$1.4 billion in cash and marketable securities at fiscal 2025-end. OKLO remains a pre-revenue company, reporting no sales in the fourth quarter or full year 2025 as it continues to focus on development and deployment of its nuclear energy platform. For Q4’25, the company reported an EPS of -$0.27, wider than both the prior quarter’s loss of $0.20 and the Zacks Consensus Estimate of -$0.18, reflecting continued investment in growth initiatives and project execution. On a full-year basis, operating loss expanded significantly to $139.3 million from $52.8 million in fiscal 2024, primarily driven by: • Higher payroll and headcount expansion • Increased general and administrative expenses • Elevated professional and project-related costs tied to capital markets activity and asset deployment OKLO exited fiscal 2025 with a strong liquidity position of approximately $1.4 billion, supported by capital raises and financing activities during the year. Additionally, the company further strengthened its balance sheet post-year-end by raising over $1.1 billion net proceeds through its ATM program, positioning it to fund long-term growth initiatives. Cash flow trends highlight continued investment in growth: • Operating cash outflow: $82.2 million in fiscal 2025 (within guidance range) Looking ahead, management expects: • 2026 operating cash usage: $80–$100 million • 2026 investing cash usage: $350–$450 million, reflecting acceleration of project deployments across power, fuel, and isotopes Since the earnings release, investors have witnessed a downward trend in e...

It has been about a month since the last earnings report for FuelCell Energy (FCEL). Shares have lost about 11.1% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is FuelCell Energy due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for FuelCell Energy, Inc. before we dive into how investors and analysts have reacted as of late. • Revenue: $30.5 million in Q1’26 vs $19 million in Q1’25, up 61% year over year but missing the Zacks Consensus Estimate of $40 million. • Adjusted EPS: Earnings per share of -$0.52 vs -$1.33 a year ago and the Zacks Consensus Estimate of -$0.68. • Product: $12 million vs ~$0.1 million. • Service: $3.2 million vs $1.8 million, up ~73%. • Generation: $11 million vs $11.3 million, down ~3%. • Advanced Technologies: $4.3 million vs $5.7 million, down ~25%. • Backlog: $1.2 billion at January 31, 2026 vs $1.3 billion a year earlier, down 10.8%. Top-line growth in Q1’26 was driven by Korea replacement module deliveries and commissioning. FuelCell recognized $12 million of product revenue from two modules at Gyeonggi Green Energy (GGE) and two at CGN-Yulchon. Management noted about $6 million of product revenue shifted out of the quarter due to two modules commissioning just after quarter-end; those entered service in early Q2’26 and are contributing to second-quarter revenue. Service revenue rose to $3.2 million on higher activity under the GGE long-term service agreement. Generation revenue fell modestly to $11 million on lower output across the operating portfolio. Advanced Technologies revenue declined to $4.3 million, reflecting JDA and Rotterdam-related work and government contracts. Gross loss widened to $5.9 million, driven by higher manufacturing variances from low production volumes and unabsorbed overhead at Torrington, and lower Advanced Technologies profit. Offsets included improved service gross profit and mark-to-market gains on natural gas contracts within generation cost of sales. Operating expenses fell to $20.4 million from $27.6 million in Q1’25, reflecting lower R&D and administrative costs after prior restructuring. Loss from operations improved 20% year over year to $26.3 million, and adjusted EBITDA impr...

FuelCell Energy’s fourth quarter was marked by a significant increase in sales, driven primarily by module deliveries to longstanding partners in South Korea. However, the company missed Wall Street’s revenue expectations, and its backlog declined, reflecting a slowdown in new contracted projects. Management attributed the underperformance to the timing of module commissioning, which shifted some expected revenue out of the quarter. CEO Jason Few noted, “Revenue would have been approximately $6 million higher had two modules been commissioned just days earlier.” Is now the time to buy FCEL? Find out in our full research report (it’s free). Revenue: $30.53 million vs analyst estimates of $42.66 million (60.7% year-on-year growth, 28.4% miss) Adjusted EPS: -$0.52 vs analyst estimates of -$0.68 (23.1% beat) Adjusted EBITDA: -$17.03 million (-55.8% margin, 19.2% year-on-year growth) Adjusted EBITDA Margin: -55.8% Backlog: $1.17 billion at quarter end, down 10.8% year on year Market Capitalization: $350.9 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Dushyant Ailani (Jefferies) asked about the conversion steps from proposals to backlog. CEO Jason Few clarified that only fully contracted projects are added to backlog, and the company is actively negotiating several opportunities. Jason Tilchin (Canaccord Genuity) inquired about SDCL’s role in accelerating data center projects. Few highlighted SDCL’s infrastructure experience and alignment with FuelCell Energy’s service and maintenance capabilities. Manav Gupta (UBS) questioned the efficiency benefits of absorption chillers for data center cooling. Few explained that integrating absorption chilling improves power usage effectiveness and can increase the value delivered to data centers over time. Ryan Pfingst (B. Riley) asked for details on the geographic split and average size of the 1.5 gigawatts of proposals. Few stated the majority target the U.S., with project sizes typically between 50 and 300 megawatts. Colin Rusch (Oppenheimer) probed the modularity of the platform and scalability for data center customers. Few described the 1.25 megawatt building block as...

FuelCell Energy sees data centers as the primary growth driver, having submitted more than 1.5 GW of proposals this quarter with data centers now >80% of its pipeline and typical project sizes of 50–300 MW, leveraging a native DC power backbone and heat-recovery to improve PUE for high-density AI workloads. The company will ship two carbon capture modules to the ExxonMobil Rotterdam site in April to demonstrate carbonate fuel cells capturing CO2 from external flue gas while simultaneously producing power, hydrogen, and usable thermal energy, positioning carbon capture as a second commercialization vector. Q1 revenue rose to $30.5 million (up 61%) and operating loss narrowed to $26.3 million, with liquidity of about $379.6 million plus roughly $57M raised from recent share sales and ~$25M in EX‑IM debt financing; the company is investing $20–30M in 2026 to scale manufacturing toward a long‑term target of 350 MW annual capacity and aims for positive adjusted EBITDA at a 100 MW/yr run rate. Interested in FuelCell Energy, Inc.? Here are five stocks we like better. From Lagging to Leading: FuelCell Energy’s Strategic Pivot FuelCell Energy (NASDAQ:FCEL) executives used the company’s fiscal first-quarter 2026 earnings call to frame growing data center power needs as a key driver of commercial momentum, while also highlighting progress in South Korea, a forthcoming carbon capture demonstration at ExxonMobil’s Rotterdam site, and early steps to expand U.S. manufacturing capacity. President and CEO Jason Few said the rapid expansion of AI and digital infrastructure is colliding with lengthy grid interconnection timelines, pushing customers toward solutions that can be deployed faster and scaled over time. Few positioned FuelCell Energy’s platform as suited for “distributed baseload power,” emphasizing accelerated time to power, scalability, capital preservation, regulatory resilience, and what he called a “DC native” power backbone for data centers. → 3 European Stocks for Riding Out Market Volatility Why FuelCell Energy Stock Is Soaring After a Government Deal Few said FuelCell Energy’s data center focus is showing up in commercial activity. During the quarter, the company submitted more than 1.5 gigawatts of proposals, and management said data centers now represent over 80% of the company’s pipeline. Few added that the company’s priority is “disciplined conversion”...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. FuelCell Energy (FCEL) is back in the spotlight after releasing its first quarter 2026 results, with revenue of US$30.53 million and a net loss of US$22.86 million drawing fresh attention from investors. See our latest analysis for FuelCell Energy. The latest results arrive after a choppy period for FuelCell Energy, with a 1 day share price return of a 2.89% decline and a 7 day share price return of an 11.40% decline. However, a 1 year total shareholder return of 16.59% still sits against very weak 3 and 5 year total shareholder returns. This suggests only tentative momentum around recent earnings and business updates. If this earnings update has you reassessing the clean energy space, it could be a good moment to scan our list of 85 nuclear energy infrastructure stocks as another way to source potential ideas. With revenue at US$30.53 million, a net loss of US$22.86 million and a share price sitting below analyst targets, the key question is whether FuelCell Energy is undervalued today or if the market is already taking future growth into account. FuelCell Energy's most followed narrative pegs fair value at about $8.71 per share, compared with the last close at $7.38. This implies a valuation gap built on specific growth and margin assumptions rather than short term trading moves. Read the complete narrative. Curious how a loss making fuel cell company arrives at that fair value. The narrative leans heavily on faster revenue growth, firmer margins and a future earnings multiple that is more conservative than many growth names. Want to see exactly which assumptions have to hold for the story to work. Result: Fair Value of $8.71 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on loss making operations shrinking and key partnerships actually converting into meaningful revenue. Any setback on cost cuts or incentives could quickly challenge that fair value story. Find out about the key risks to this FuelCell Energy narrative. That $8.71 fair value from the narrative sits awkwardly next to our DCF model, which puts FuelCell Energy’s future cash flow value at just $0.19 per share. Instead of an undervalued story, the DCF view points to a very expensive stock....