$FuelCell Energy(FCEL.US) landed a major order: signed a supply agreement with Fit Energy for up to 380MW of data center fuel cells, with the first 30MW batch already receiving an advance payment, and delivery is set to begin within the year.
The catalyst wasn't the quarterly report, but the confirmation of the main theme of AI data center power shortages—multiple analysts raised their target prices that same day.
The stock price jumped over 20%, and low-level holdings from earlier periods began to change hands; looking at the product orders, the 4GW potential pipeline has reopened the imagination for revenue valuation over the next 1-2 years.
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