FCEL

FuelCell Energy, Inc. ·Nasdaq Global MarketIndustrials
17.22 live · 2026-08-31 15:59

Structural scoring is not meaningful for this business

Structural scoring uses gross margin, free cash flow and Altman Z — measures built for operating companies. For banks, insurers and asset managers they produce artifacts, because the cash-flow statement is dominated by lending and deposit flows rather than operations. Treat the structural and composite figures below as not comparable with other sectors, in either direction.

  • Reported free cash flow is far outside the range an operating business can show, indicating balance-sheet rather than operating flows
0.0% not comparable
Brown Bear Score
1.8% not comparable
Business Conviction Score
16.2%
Position Health Score
19.2%
Chase Risk
My watchlist
Daily closes
3.9211.9419.9627.9936.0117.23

Daily closes · 1Y (252 sessions) · +310.2% · range 3.92–36.01

The Businesswhat the company reports

Business & cash flow

FCF / assets -15.4%
OCF / assets -13.4%
FCF / revenue -79.2%
Gross margin -18.2%
ROIC -20.9%
Forward P/E -15.8

FCF/assets and OCF/assets are the cash-flow measures Brown Bear's own testing found to survive; FCF/revenue is shown alongside for context. Assets are from the latest annual filing (FY2025).

What the company does

Our Market Opportunity and Value Proposition Proprietary Rights and Licensed Technology Raw Material Sourcing and Supplier Relationships Engineering, Procurement and Construction This Annual Report on Form 10-K contains.

From the company's most recent annual report filed with the SEC, shown as filed — this is the company describing its own business, not a Brown Bear assessment. Read the filing.

Price vs Earnings growth

Trailing EPS is negative (-6.01) and forward EPS is not positive, so a growth percentage does not exist

Confidence 35.0/100

Drivers

Trailing price return (1y) +310.2%

Figures

Trailing EPS -6.01
Forward EPS -1.09
Forward P/E -15.80

Revisions

Improving (+8.5%, 10 dates)

Takeaway Low data confidence (limited analyst coverage) — treat this section as informational only.

Valuation: dearer or cheaper than usual

FCEL is a bit cheaper than usual — compared with its own last 5 years, not with other companies. You pay $5.57 for every $1 of sales it makes in a year. Normally that has been about $112.62, and over the 5 years it has swung between $0.66 and $1,548.82. 72% of days in that time were dearer than today.

shaded = the middle half of the last 5 years dashed = its normal level dot = today

its cheapest $0.66 usually $1.97–$340.30 its dearest $1,548.82

For 100% of the last 5 years there is no profit figure to compare the price with, because the company was losing money or nothing was filed. The range covers the rest.

Banks and insurers do not have sales in the ordinary sense, so the "vs sales" figure means little for this company. The profit one is fine.

Cheaper than usual is not the same as a bargain — the price may have fallen for a reason. Profit figures run to April 2026, the latest filed.

Dividends: what it pays you

FCEL pays no dividend. Any return from owning it has to come from the share price. That is an ordinary choice rather than a fault — a company keeping its profit is reinvesting it, buying back shares, or holding it.

Reported earnings

Next report 2026-09-07 before the open · consensus EPS -0.42

Q3 23 revenue: 25.51mQ3 23 net income: -24.28mQ4 23 revenue: 22.46mQ4 23 net income: -30.36mQ4 23Q1 24 revenue: 16.69mQ1 24 net income: -19.79mQ2 24 revenue: 22.42mQ2 24 net income: -32.14mQ2 24Q3 24 revenue: 23.70mQ3 24 net income: -32.66mQ4 24 revenue: 49.33mQ4 24 net income: -41.42mQ4 24Q1 25 revenue: 19.00mQ1 25 net income: -28.33mQ2 25 revenue: 37.41mQ2 25 net income: -38.05mQ2 25Q3 25 revenue: 46.74mQ3 25 net income: -91.66mQ4 25 revenue: 55.02mQ4 25 net income: -29.87mQ4 25Q1 26 revenue: 30.53mQ1 26 net income: -22.86mQ2 26 revenue: 35.59mQ2 26 net income: -77.91mQ2 26

Revenue Net income Derived Q4

12 quarters to Q2 26. Revenue and net income share one scale, so the gap between them is the margin. The baseline is zero — bars below it are losses.

EPS (GAAP) -3.75 to -0.04, own scale

Q3 23 EPS: -0.06Q4 23 EPS: -0.07Q1 24 EPS: -0.04Q2 24 EPS: -0.07Q3 24 EPS: -0.06Q4 24 EPS: -2.51Q1 25 EPS: -1.38Q2 25 EPS: -1.75Q3 25 EPS: -3.75Q4 25 EPS: -1.16Q1 26 EPS: -0.47Q2 26 EPS: -1.44

Same 12 quarters as the chart above, on their own axis — EPS is dollars per share, not dollars, so it cannot share a scale with revenue or net income without disappearing next to them.

Quarter endingRevenueYoY Net incomeEPS (GAAP) Filed
2026-04-30 35.59m -4.9% -77.91m -1.44 2026-06-08
2026-01-31 30.53m +60.7% -22.86m -0.47 2026-03-09
2025-10-31 (derived) 55.02m +11.5% -29.87m -1.16 2025-12-18
2025-07-31 46.74m +97.3% -91.66m -3.75 2025-09-09

How similar companies reacted to their last report

Peers with a recent report3
Direction 3 up, 0 down on their own last report
Typical move±14.1%
When peers reported, and how the market reacted
BE revenue +133.8% year on yearBE reported 2026-04-29: price +25.2%BE29 AprHUBB revenue +11.1% year on yearHUBB reported 2026-05-01: price +1.5%HUBB1 MayPLUG revenue +22.3% year on yearPLUG reported 2026-05-11: price +14.1%PLUG11 May

Revenue up year on year Revenue down Price rose around the report Price fell around the report separate scales — a crossing means nothing

TickerQuarter endingReported Move around reportNext 20 sessions vs SPY
PLUG Plug Power Inc. 2026-03-31 2026-05-11  (filing date) +14.1% -17.9%
HUBB Hubbell Incorporated 2026-03-31 2026-05-01  (filing date) +1.5% -12.4%
BE Bloom Energy Corporation 2026-03-31 2026-04-29  (filing date) +25.2% -4.7%

Peers are same-sector names closest to FCEL by revenue — a coarse comp set, not a hand-picked one.

Debt levels

Total debt$134.2M
Cash & equivalents$373.2M
Net debt −$239.0M
Debt / equity0.19x

From the balance sheet in the company's most recent SEC filing (as of 2026-04-30) — not scored or gauged. "Healthy" debt varies hugely by industry: a utility or a REIT normally carries far more leverage than a software company as a matter of course, so this is context to weigh against the rest of the page, not a pass/fail reading. Net debt is negative here — the company holds more cash than debt.

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyFair Value Anchor
Reference band 12.63 — 17.32
Protective stop 10.08 (Atr, 32.7% risk)
Support 16.04 (2 touches, 7.4% away)
Resistance 22.86 (32.7% away)

Takeaway The shares are nearer the floor than the ceiling: about 7.4% above 16.04, a price buyers have stepped in at before, and 32.7% below 22.86, where sellers have turned up before. That floor has held 2 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 32.7% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice BELOW the cloud | periods 7/20/41 (79% of classic 9/26/52)
LinesTenkan/Kijun BEAR | cloud twist BEAR
Cloud thickness71% percentile
Chikou spanNot clear of price from 26 periods ago
Weekly cloudPrice BELOW the weekly cloud (context only, not scored)

Takeaway The stock is trading below its cloud — a shaded band drawn from several of its own moving averages, currently 20.52 to 23.91. Being below it means the medium-term picture is pointing downwards, and that band is the first hurdle it would have to climb back through. Its shorter-term averages agree with that.

Trailing returns

21 days -20.3%
63 days -19.1%
126 days +106.8%
252 days +297.0%
Below 252d high52.2%

Trend context

PositionFar above trend
ExtensionExtended
Trend slopeRising strongly
Direction of travelConverging back to trend

Takeaway Positive Kalman trend with moderate extension; constructive for momentum but watch entry risk.

Volatility

State In a squeeze
Current band width30.5% of price
Recent tightest25.3% (2 sessions ago, narrower than 89.0% of its history)
Expansion since1.21×
Band 17.01 — 23.13

Takeaway Lately this share price has been swinging around inside a range roughly 30% wide, and it recently went unusually quiet — calmer than it has been 89% of the time. When a stock goes quiet like this, its next move tends to look big by comparison. But quiet says nothing about which way it will go: Brown Bear tested calm-before-a-move as a reason to buy, and it did not work.

Historical trends

02550751002026-06-212026-08-31
Position Health Business Conviction

History begins when the site started recording, not when the company listed, so a short line means a short record and nothing more.

Repair Pathway

  1. Nearest Trigger Relative momentum leadership holds already satisfied Track 2 pathway: relative momentum leadership is already present; maintaining it supports upgrade pressure · Broadly stable
  2. Trigger 2 MACD bullish crossover repair trigger repair engine identifies this as the nearest technical repair catalyst · Broadly stable
  3. Trigger 3 RSI recovery above 50 +6.6 pts gap is improving · Improving
  4. Trigger 4 ADX turns up from weak trend zone secondary repair secondary repair catalyst could add confirmation if the primary trigger develops · Improving
  5. Trigger 5 Relative strength stabilisation state change relative momentum rank supports RS stabilisation · Broadly stable

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityMixed buying and selling
Buy filings1
Sell filings1
Shares bought26,343
Shares sold2,500
Value bought$495.0k
Value sold$71.8k
Latest buy2026-07-16
Latest sell2026-07-06
FiledInsiderSharesValue
2026-07-16 Bought Livingston III Homer JohnDirector 26,343 $494,967
2026-07-06 Sold Achanta ShankarEVP, Chf. Product &Tech Ofc. 2,500 $71,775

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Insider timeline

The buyer is a director, totalling $495.0k. No officer bought in this window.

InsiderFilingsSharesValue
Bought Livingston III Homer JohnDirector 2026-07-16 1 26,343 $495.0k
Sold Achanta ShankarEVP, Chf. Product &Tech Ofc. 2026-07-06 1 2,500 $71.8k

Open-market purchases and sales only, grouped by person over the last 75 days — one decision is often split across several filings, so the number of filings is not the number of buyers. Bought $495.0k across 1 person.Sold $71.8k across 1 person. Grants, option exercises, gifts and shares withheld for tax are excluded. Brown Bear has not found insider buying to predict returns on its own, so this is a record of what was filed, not a recommendation.

Volume confirmation

Volume-price trend Below its signal line
Confirmation Marginal

No absorption or distribution event in the recent window.

Takeaway The heaviest trading has been happening on days when the price falls: when large numbers of shares change hands, the price has tended to go down rather than up. That tells you where the weight of trading has been. It does not tell you what happens next, and it is not a signal to sell.

Options Positioning

No binary-event flag

FCEL: no binary-event flag. Near IV 115%, far IV 105% (ratio 1.10), implied move 16.0%.

Implied volatility 115% near (11d) · 105% far (137d)
Term structure 1.10× near/far
Historical volatility 94%
Implied vs historical 1.22×
Implied move ±16.0% by 2026-09-11
Implied move vs ATR 0.42×
Skew Flat (0.95×)
Call wall 20.00 (+16.1% away)
Put wall 15.00 (-12.9% away)
Gamma pin 20.00

Takeaway Insuring against a move in this stock costs less for the next few weeks than for the next few months, which is the normal state of affairs and suggests no particular date is worrying anyone. Options traders are positioned for a move of around 16.0% in either direction by 2026-09-11.

Chain as at 2026-08-31. This is a risk read on whether a specific event is being priced — not a directional view.

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Stock Rotation Headwind

Rotation health 15.5/100; Severe Rotation Headwind.

Rotation health 15.5
Rotation strength 75.7
LegQuadrantRS-RatioRS-Mom
Stock vs sector Lagging 80.2 83.5
Stock vs SPY Lagging 77.4 86.0
Sector vs SPY Improving 79.2 101.5

Direction of travel: South-West / deteriorating rotation

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Insider conviction score (+6.0)
  • Gross margin improving by 13.8 pts (+2.0)
  • FCF margin improving by 57.1 pts (+2.0)
  • High earnings quality (accrual ratio -0.067) (+2.0)
  • Accrual ratio improving (0.03 -> -0.07) (+2.0)
  • Track 2: volume expansion 1.19x average (+1.0)
  • Track 2: 20-day momentum acceleration 0.09 (+8.0)
  • Track 2: relative momentum rank 0.99 (+15.0)
  • Track 2: RSI trend quality 43.4, 5-day change +5.6 (+4.3)
  • Track 2: Bollinger position 0.04 (+0.3)

Negative signals

  • Underperforming sector over 20 days
  • Track 2: weak MACD histogram (-0.28)
  • Track 2: weak MACD line/signal structure (-12.0)
  • Track 2: negative MACD regime (-8.0)
  • Track 2: MACD slope deteriorating (-5.0)
  • Relative strength versus sector deteriorating
  • Track 2: bearish DI spread (-5.9)
  • Track 2: weak/falling ADX (10.7, flat)
  • Track 2: price below EMA20 by 12.8%
  • Track 2: EMA20 slope deteriorating -4.2%
  • Track 2: weak VPT confirmation (-0.01)
  • Track 2: price below EMA50 by 14.7%
  • Track 2: EMA50 slope deteriorating -2.8%
  • Below-average Altman Z-score (1.51)
  • ROIC improving by -4.0 pts (+-2.0)
  • Track 2 structural exemption: Z-Score 1.51 below the 1.8 insolvency-risk floor and structural score 0.0/100 below the 25 quality floor; this is an unowned speculative candidate, so the universal SELL gate was skipped and the Track 2 momentum/RRG grid was allowed to evaluate instead. Structural quality here is weak by design for this kind of candidate -- treat any resulting BUY as higher risk than a Track 1 signal.

Chase risk is not elevated for this name, so extension penalties are omitted from the negative signals above.