FuelCell Energy Inc is trading 22.4% up today at $18.98, rebounding sharply as investors focus on a massive surge in AI-related demand despite a recent earnings miss.
- The company reported a 4 GW sales pipeline, representing a 267% sequential increase, with 80–90% of new demand tied to AI and data center power needs.
- Management plans to scale annual production capacity to 500 MW to capitalize on the explosive growth in its clean energy infrastructure pipeline.
- The rally marks a significant reversal from yesterday's post-earnings selloff, which was triggered by a revenue miss and a wider-than-expected quarterly loss.