Plug Power Is Up 6% but FuelCell Energy and Bloom Energy Are in the Red. What’s Going On With Fuel Cell Stocks?

1 week ago 32

David Moadel

Wed, May 27, 2026 astatine 2:27 PM CDT 4 min read

Quick Read

Plug Power (PLUG) banal rallied 6% to $4.07 aft the institution reported Q1 FY2026 gross of $163.51M up 22% twelvemonth implicit twelvemonth and beating statement by 17%.
FuelCell Energy (FCEL) banal declined 4% to $23.32 contempt Q4 FY2025 gross of $55.02M (up 12% twelvemonth implicit year) and a $1.24B backlog.
Bloom Energy (BE) banal fell 3% to $294.64 aft the institution reported Q1 FY2026 gross of $751.05M (up 130% twelvemonth implicit year) and raised its FY26 guidance to a scope of $3.4B to $3.8B.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Bloom Energy wasn't 1 of them. Get them present FREE.

Fuel compartment stocks are splitting successful other directions midday Wednesday. Plug Power (NASDAQ:PLUG) banal is up 6% to $4.07, portion assemblage peers FuelCell Energy (NASDAQ:FCEL) and Bloom Energy (NYSE:BE) are slipping into the red.

FCEL banal is down 4% to $23.32, and BE banal is disconnected 3% to $294.64. The divided looks melodramatic connected the screen, but the discourse matters here.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Bloom Energy wasn't 1 of them. Get them present FREE.

All 3 names person been connected torrid runs into today. FCEL banal is up 225% twelvemonth to day (YTD) and BE shares are up 242% YTD. Today's reddish prints successful FCEL and BE look much similar profit-taking than a assemblage breakdown.

Plug Power: Hydrogen Turnaround Catches Another Bid

Plug Power banal is the wide standout today, extending a monolithic rally starting successful March.

The cardinal backdrop firmed up earlier this month. Plug Power reported Q1 FY2026 gross of $163.51M, up 22% twelvemonth implicit year, beating statement by 17%, with GAAP gross borderline improving sharply. CEO Jose Luis Crespo reiterated the company's "EBITDAS affirmative people successful Q4 2026".

Plug Power's absorption is besides unlocking cash, with astir $275 cardinal expected from hydrogen plus monetization, including a $142 cardinal Stream Data Centers woody closing successful June. Wall Street remains cautious, however, with an expert people terms of $3.62 sitting beneath today's quote.

FuelCell Energy: Pullback After a Vertical Run

FuelCell Energy banal is taking a breather aft a near-vertical move. One reddish time hardly dents the broader trend.

The bull thesis remains the AI powerfulness pivot. FuelCell Energy posted Q4 FY2025 gross of $55.02M, up 12% twelvemonth implicit year, with currency connected manus of $278.1 cardinal and a $1.24 cardinal backlog. CEO Jason Few continues to constituent management's vigor toward information halfway customers.

The setup looks similar classical profit-taking. FCEL banal ran fast, and traders are trimming aft a parabolic month.

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