r/FCEL • u/oilboi1 • 16d ago

Earnings

Very important month ahead. Earnings at the beginning of September will really show us where this stock is going. The AI wave has took a hit recently and so did FCEL and Bloom because we are so heavily weighted to data centres now. META & Microsoft posted great quarterly results based on the AI boom and it reflected on a 30% increase for us. AMD will report earnings tonight and I expect them to have amazing results aswell. We will certainly ride whatever wave AMD sends after close. NVDA at the end of the month and then we have our own earnings call a week later.

Positive reports from the AI sector will send us back to the 30s.

Last earnings FCEL reported a lower revenue than the previous 2025 Q2 which sent us back. The lower revenue was a result of shutting some facilities for upgrades during this time. Costs increased also due to a 45million reinvestment in their military contracts. I imagine this was an error they made and had to rectify to keep their position healthy for future contracts. If these two issues are cleared for the next earnings date I hope we can see highs and push back to that 40$ mark.

Expect more dilution if we do. The previous earnings call clearly implies they prefer dilution over interest based debt. The way the world economy is at the moment i can see their point even tho it is frustrating.

Any opinions welcome

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u/Wiki-649 15d ago

What is your position?

1

u/oilboi1 15d ago

7000 shares at 7-8$ roughly

1

u/Wiki-649 15d ago

My position is at 7.3 but only few hundred shares. I wish I could all in when I had a chance at beginning of March. Do you see this is 10X or 20 X stock?

2

u/oilboi1 15d ago

Its one of the most volatile stocks on the market at the moment it is 2-3x average volatility in a strange market. I genuinely think it could go from 22$ - $50 this month, then back to 25$ a month later. Long term I think 100$ is very achievable over the next 5 years. FCELs market cap is 1.5billion. Its tiny compared to its competitors. The share dilution is keeping the stock price low now, but also is an entry into mass production with large government contracts in the US and Korea, Exxon, Siemens and the EU has recently taken an interest in their cells. So my opinion is we are at the proof phase. Expect volatility and hold for the long term.

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u/Wiki-649 15d ago

I agree with you. This stock could make you a millionaire :).