Shares of FuelCell Energy Inc. (FCEL) jumped nearly 21% at close on Tuesday after Bloom Energy Inc. (BE) announced an expanded partnership with Brookfield that increased committed funding to $25 billion from $5 billion. The surge strengthens the investment case for higher power demand from AI data centers, a key catalyst for FuelCell's business. FCEL has recorded its best quarter in over five years, with the stock rallying 340.76% year-to-date in 2026 and 541.89% over the past year, drawing significant retail attention on trading platforms.
Stocktwits Poll Shows 30% of Retail Investors Plan to Buy or Add FCEL Shares
Retail investors on Stocktwits are actively discussing FuelCell's breakout performance and trading positions. A Stocktwits poll that sought to gauge how investors plan to play the move in FCEL's surge found that a majority plan to buy shares or beef up their positions.
The poll, with 648 votes at the time of writing, showed that about 30% of respondents planned to buy or add FCEL shares. Meanwhile, 19% said they would be selling, while 23% said they would hold their positions. The rest of the pollers said they would be watching the stock's performance.
Message volumes on the platform jumped more than 121% over the past day, propelling FCEL's ticker to among the top spots on Stocktwits.
One user said they were trimming their other positions to buy more FCEL shares: "Will keep buying FCEL on pullbacks but INFQ has quickly become one of my top holdings."
Another user said, "Anyone selling now just doesn't like more money. Hold onto your shares and today's price will still seem very low. There's so much more upside potential here."
On Monday, B. Riley upgraded FuelCell to 'Buy' from 'Neutral,' setting a price target of $32, more than double the previous target of $13. However, according to Koyfin data, the 12-month average price target for the company, based on eight analysts' estimates, is $22.
Bloom Energy Expands Brookfield Partnership to $25 Billion as FuelCell Secures South Korea Financing
Bloom Energy said on Tuesday that it had expanded its partnership with Brookfield, increasing committed funding to $25 billion from $5 billion. While the deal strengthens Bloom's position as a power supplier for AI data centers and hyperscalers, it also reinforces the higher demand for power supply from these centers.
Meanwhile, FCEL recently secured a $49 million financing package from the U.S. Export-Import Bank (EXIM) to support the deployment of five 2.8-megawatt (MW) energy blocks for Gyeonggi Green Energy in South Korea. The company also secured a landmark deal with Fit Energy USA LP to supply up to 380 MW of power solutions for AI data centers and digital infrastructure, and gained a spot on the Russell 3000 index as of Friday.
The surge in FCEL's share price over the past year has stoked retail chatter about whether FCEL would mimic BE's growth. One user said, "THE NEXT BLOOM?" BE shares have rallied 1,165.47% in the last year.
FAQ
What caused FuelCell Energy shares to jump on Tuesday?
FuelCell Energy shares jumped nearly 21% at close on Tuesday after Bloom Energy announced an expanded partnership with Brookfield that increased committed funding to $25 billion from $5 billion, strengthening the case for higher power demand from AI data centers.
What recent financing did FuelCell Energy secure?
FuelCell Energy recently secured a $49 million financing package from the U.S. Export-Import Bank (EXIM) to support the deployment of five 2.8-megawatt energy blocks for Gyeonggi Green Energy in South Korea. The company also secured a deal with Fit Energy USA LP to supply up to 380 MW of power solutions for AI data centers and digital infrastructure.
