FuelCell Energy shares jumped sharply again Tuesday, climbing 18.21% to $35.22 and extending one of the most explosive runs of any stock on Wall Street this year, as the clean-power company continued to reap the benefits of a landmark data center power deal and a series of bullish analyst calls tied to surging electricity demand from artificial intelligence infrastructure.

The latest move builds directly on a 24.3% surge Monday that pushed shares to a fresh 52-week high of $30.41, itself following a 17% jump the previous Friday. Combined, FuelCell Energy stock has now climbed roughly 320% so far in 2026, vastly outpacing peers across the broader hydrogen and fuel cell sector, including Bloom Energy and Plug Power, neither of which has matched FuelCell's pace of company-specific catalysts in recent weeks.

Tuesday's gains continue to be driven by a cluster of developments that have rapidly reshaped Wall Street's view of the Danbury, Connecticut-based company. The most concrete of those came June 23, when the Export-Import Bank of the United States approved a $49 million financing package to support delivery of FuelCell Energy's fuel cell units to Gyeonggi Green Energy in South Korea. The financing covers five 2.8-megawatt FuelCell Energy Blocks and is structured in two tranches, with roughly $22 million in net proceeds expected to be disbursed around June 30 and a second tranche following in October. FuelCell Energy Chief Financial Officer Michael Bishop emphasized the significance of the funding structure.

"It adds non-dilutive capital to support growth," Bishop said.

The non-dilutive nature of the financing has been a key driver of investor enthusiasm, since it allows the company........

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