FuelCell Energy Is Up 80% in April. Should You Buy Now?

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FuelCell Energy (FCEL 12.02%) has been one of the month's hottest stocks, surging approximately 80% in April. While the immense power needs of AI data centers are dominating energy headlines, FuelCell's recent introduction of a new power block is turning heads as one viable solution.

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NASDAQ: FCEL

FuelCell Energy

Today's Change

(-12.02%) $-3.12

Current Price

$22.84

Key Data Points

Market Cap

$1.8BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Day's Range

$20.59 - $23.37

52wk Range

$3.78 - $37.88

Volume

354.4K

Avg Vol

11.1M

Gross Margin

-1819.88%

In late March, FuelCell introduced a scalable 12.5-megawatt (MW) power block that can provide continuous, on-site power for data centers. This is an important piece of technology, as grid constraints are holding back the build-out of AI infrastructure. FuelCell also reported a 275% increase in its business development pipeline since February 2025, largely related to data center demand.

Image source: Getty Images.

Because of this, FuelCell has plans to triple manufacturing capacity. With over $1 billion in its backlog, there are plenty of bullish signals for FuelCell right now, and investors are taking notice.

There are still plenty of risks, though. FuelCell is not yet profitable and burns substantial cash. While the growing revenue is promising, to scale manufacturing and convert its backlog will require even more spending. There is a high level of execution risk.

In the first quarter of its fiscal 2026, FuelCell reported revenue growth of 61%, but gross losses also increased 13%. FuelCell is doing the right thing by leaning into AI infrastructure to scale its business. Still, investors should realize there will be significant volatility and that patience will be required to see this through. The stock is best suited for those with a high risk tolerance and a long time horizon.

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