Market Cap
$1.4B
FCEL
FUELCELL ENERGY INC
$17.31 ▲ +4.44%
Prev close $16.57Market cap$1.4B
ConsensusBuy
12-mo target$20.64 (+19.5%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on FCEL right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Buy (64%)
Inst. Holders
50 funds
Inst. Value
$1.5B
Inst. Activity
35 buys / 15 sells
Insider Activity
$741.9K buy / $91.8K sell
Insider Net $
$650.1K
Social Sentiment
55° Neutral
SEC Reports
6
Press Releases
3
Price chart 30d +20.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 m_and_a
Sep 16, 2026 SEC FCEL Stockholders Have Rights - If You Lost Money Investing in FuelCell Energy, Inc. Contact Robbins LLP for Information About Recovering Your Losses
SAN DIEGO, Oct. 1, 2026 /PRNewswire/ -- Shareholder rights law firm Robbins LLP reminds investors th
Director Homer John Livingston III purchased $247K of FCEL stock on the open market at ~$15.05/share on September 14, 20
INSIDER-BUY — Impact 4/10
Robbins LLP has announced a securities class action lawsuit against FuelCell Energy (FCEL) alleging the company misled i
Impact 6/10
Sep 14, 2026 Insider
Sep 2, 2026 SEC Livingston III Homer John bought 16,404.199 shares
Director @ $15.05 ($247.0K)
FuelCell Energy reported Q3 FY2026 revenue of $33.0M (-29% YoY) and GAAP EPS of -$0.64, missing consensus estimates of $
PRESS-RELEASE — Impact 6/10
FuelCell Energy reported Q3 FY2026 revenue of $33.0M (down 29% YoY) and GAAP EPS of -$0.64, missing consensus estimates
8-K — Impact 6/10
Jul 16, 2026 Insider
Livingston III Homer John bought 26,343 shares
Director @ $18.79 ($495.0K)
Jul 15, 2026 Insider
Hansen Cynthia L was granted 988 shares
Director
Analyst ratings buy % +6400.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
64% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Oppenheimer | INITIATE | Outperform | 52% |
| Sep 24, 2026 | Barclays | INITIATE | Equal-Weight | 54% |
| Sep 15, 2026 | Citigroup | INITIATE | Neutral | 55% |
| Sep 8, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Sep 3, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
| Jul 14, 2026 | UBS | UPGRADE | Buy | 55% |
| Jun 29, 2026 | B. Riley Securities | UPGRADE | Buy | 54% |
| Jun 26, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jun 26, 2026 | Jefferies | UPGRADE | Buy | 53% |
| Jun 16, 2026 | Wells Fargo | MAINTAIN | Underweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 6 | 3 | 2 | 0 | 64% | |
| Aug 1, 2026 | 3 | 6 | 3 | 2 | 0 | 64% | |
| Jul 1, 2026 | 3 | 5 | 4 | 2 | 0 | 57% | |
| Jun 1, 2026 | 0 | 0 | 8 | 3 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 8 | 3 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 8 | 3 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 8 | 3 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 8 | 3 | 2 | 0% |
Price targets
Where 11 covering analysts think FCEL trades over the next 12 months.
$20.64 +19.5% upside Buy
Current$17.27 Low$8.00 Median$20.00 High$32.00 11 analysts
$8.00$32.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
55°
Neutral
BearishNeutralBullish
Recent posts
CRDO gapped down 20% on earnings today. 85% of retail sentiment is still bullish.
▲ 1 · 💬 1· ⚡ 0.5
Next week is gonna be a bloodbath
▲ 1 · 💬 13· ⚡ 0.5
This rally looks like an exhaustion, doesn't it?
▲ 1 · 💬 9· ⚡ 0.5
FCEL Anyone?
▲ 1 · 💬 0· ⚡ 0.5
What industries do you see booming in the next 10 years?
▲ 1 · 💬 5· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 0 bullish, 3 bearish, 1 mixed, 2 neutral · avg impact 5.2/10.Plus 3 press releases.
NEUTRALINSIDER-BUY4/10
Director Homer John Livingston III purchased $247K of FCEL stock on the open market at ~$15.05/share
Sep 16, 2026
BEARISHPRESS-RELEASE6/10
FuelCell Energy reported Q3 FY2026 revenue of $33.0M (-29% YoY) and GAAP EPS of -$0.64, missing cons
Sep 2, 2026
MIXED8-K6/10
FuelCell Energy reported Q3 FY2026 revenue of $33.0M (down 29% YoY) and GAAP EPS of -$0.64, missing
Sep 2, 2026
NEUTRALINSIDER-BUY3/10
Director Homer John Livingston III purchased $495K of FCEL stock on the open market at $18.79/share,
Jul 20, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
m_and_a
FCEL Stockholders Have Rights - If You Lost Money Investing in FuelCell Energy, Inc. Contact Robbins LLP for Information About Recovering Your Losses
SAN DIEGO, Oct. 1, 2026 /PRNewswire/ -- Shareholder rights law firm Robbins LLP reminds investors that a class action was filed on behalf of persons a
Oct 1, 2026
other
FuelCell (NASDAQ: FCEL) Scrutinized Over Fit Energy Disclosures Driving Stock Down 15% -- HBSS
SAN FRANCISCO, Oct. 1, 2026 /PRNewswire/ -- National trial law firm Hagens Berman alerts investors in FuelCell Energy, Inc. (NASDAQ: FCEL) that a secu
Sep 30, 2026
other
FCEL Shareholder Alert: November 10, 2026 Lead Plaintiff Deadline in FuelCell Energy, Inc. Securities Class Action - Contact Levi & Korsinsky
Important information: a securities class action alleges FuelCell omitted known manufacturing shortfalls under the Fit Energy purchase agreement. NEW
Sep 29, 2026
other
HAGENS BERMAN, NATIONAL TRIAL ATTORNEYS, Encourages FuelCell Energy, Inc. (NASDAQ: FCEL) Investors with Substantial Losses to Contact Firm, Securities Fraud Class Action Filed
SAN FRANCISCO, Sept. 29, 2026 /PRNewswire/ -- National trial law firm Hagens Berman alerts investors in FuelCell Energy, Inc. (NASDAQ: FCEL) that a se
Sep 26, 2026
other
FCEL Investors Have Opportunity to Lead FuelCell Energy, Inc. Securities Fraud Lawsuit
NEW YORK, Sept. 26, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities FuelCell Energy, Inc. (NA
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.36 | $-0.47–$-0.27 | 60.8% | +0.3% | 1↑ 0↓ | $0.0B | 7 |
| Next Q | $-0.28 | $-0.47–$-0.20 | 45.8% | +15.2% | 1↑ 0↓ | $0.1B | 5 |
| Current FY | $-2.17 | $-2.93–$-1.90 | 70.6% | -23.7% | 0↑ 1↓ | $0.1B | 4 |
| Next FY | $-1.04 | $-1.48–$-0.83 | 52.0% | +4.4% | 1↑ 0↓ | $0.2B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.364 | — |
| 7d ago | $-0.373 | +0.009 |
| 30d ago | $-0.365 | +0.001 |
| 60d ago | $-0.370 | +0.006 |
| 90d ago | $-0.394 | +0.030 |
Institutional ownership
Which big funds own FCEL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.5B total value (41,800,884 shares) as of 2026-Q2. Top holders: BlackRock,, Legal, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,311,575 | $155.3M | 10.3% | DOUBLED +316.3% |
| Legal & General Group Plc | 2,419,645 | $87.1M | 5.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,332,924 | $84.0M | 5.6% | — |
| STATE STREET CORP | 2,143,908 | $77.2M | 5.1% | DOUBLED +818.0% |
| TWO SIGMA INVESTMENTS, LP | 2,061,353 | $74.2M | 4.9% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,824,300 | $65.7M | 4.4% | TRIM -62.6% |
| JANE STREET GROUP, LLC | 1,622,008 | $58.4M | 3.9% | NEW |
| CITADEL ADVISORS LLC | 1,416,466 | $51.0M | 3.4% | ADD +49.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,408,580 | $50.7M | 3.4% | DOUBLED +142.2% |
| UBS Group AG | 1,274,341 | $45.9M | 3.1% | DOUBLED +112.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 1,035,735 | 4,311,575 | +316.3% | $155.3M |
| STATE STREET CORP | DOUBLED | 233,552 | 2,143,908 | +818.0% | $77.2M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 581,696 | 1,408,580 | +142.2% | $50.7M |
| UBS Group AG | DOUBLED | 600,665 | 1,274,341 | +112.2% | $45.9M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 886,600 | 1,272,500 | +43.5% | $45.8M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | — | 1,014,687 | — | $36.5M |
| JANE STREET GROUP, LLC | NEW | — | 859,595 | — | $31.0M |
| CITADEL ADVISORS LLC | ADD | 570,289 | 852,881 | +49.6% | $30.7M |
| Trexquant Investment LP | ADD | 519,331 | 739,400 | +42.4% | $26.6M |
| GROUP ONE TRADING LLC | DOUBLED | 50,818 | 696,353 | +1270.3% | $25.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 24 transactions. Net $650.1K — $741.9K bought, $91.8K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Livingston III Homer John | Director | BUY | 16,404.199 | $15.05 | $247.0K |
| Jul 16, 2026 | Livingston III Homer John | Director | BUY | 26,343 | $18.79 | $495.0K |
| Jul 15, 2026 | Hansen Cynthia L | Director | AWARD | 988 | — | — |
| Jul 15, 2026 | Livingston III Homer John | Director | AWARD | 833 | — | — |
| Jul 15, 2026 | England James Herbert | Director | AWARD | 1,451 | — | — |
| Jul 6, 2026 | Achanta Shankar | EVP, Chf. Product &Tech Ofc. | SELL | 2,500 | $28.71 | $71.8K |
| Jun 11, 2026 | Livingston III Homer John | Director | AWARD | 534 | — | — |
| Jun 11, 2026 | Livingston III Homer John | Director | AWARD | 5,896 | — | — |
| May 8, 2026 | Achanta Shankar | EVP, Chf. Product &Tech Ofc. | EXERCISE | 2,020 | — | — |
| May 8, 2026 | Achanta Shankar | EVP, Chf. Product &Tech Ofc. | TAX W/H | 492 | $13.70 | $6.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FCEL.
Shares short
24,900,440
Settlement Sep 15, 2026
Change vs prior
+23.9%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume
Of shares outstanding
≈31.1%
Estimate — not % of float
All FCEL filing & press-release reports (9)
- INSIDER-BUY reportSep 16, 2026
- PRESS-RELEASE reportSep 15, 2026
- PRESS-RELEASE reportSep 2, 2026
- 8-K reportSep 2, 2026
- INSIDER-BUY reportJul 20, 2026
- 8-K reportJul 9, 2026
- PRESS-RELEASE reportJul 9, 2026
- PRESS-RELEASE reportJun 8, 2026
- PRESS-RELEASE reportMar 9, 2026