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FCEL vs SEDG
Which Stock Would AI Choose? FuelCell Energy (FCEL) vs. SolarEdge Technologies (SEDG) Stock Comparison
Key Takeaways
- SEDG has significantly outperformed FCEL year-to-date (YTD, a measure of performance from the start of the current year), gaining 31.2% compared to FCEL's modest 0.5% rise.
- SEDG's market capitalization stands at approximately $2.3 billion, dwarfing FCEL's $389 million, reflecting greater scale in the renewable energy sector.
- Recent catalysts include FCEL's launch of a 12.5 MW data center power solution and Q1 earnings beat, boosting sentiment amid hydrogen power demand.
- SEDG faces headwinds from a Goldman Sachs downgrade to Sell and China solar export concerns, leading to recent double-digit declines despite strong 1-year gains of 198%.
- Both stocks exhibit high volatility, with SEDG showing stronger momentum but elevated risks from sector competition.
Introduction
FuelCell Energy (FCEL) and SolarEdge Technologies (SEDG) represent key players in the clean energy transition, with FCEL focusing on fuel cell technology for stationary power generation and SEDG optimizing solar photovoltaic (PV) systems through inverters and power optimizers. This stock comparison is particularly relevant for investors eyeing renewable energy amid rising demand for sustainable power solutions, data center expansion, and global decarbonization efforts. Traders seeking exposure to hydrogen versus solar themes can assess relative performance, risks, and market positioning in the current environment.
FCEL Overview and Recent Performance
FuelCell Energy (FCEL) designs, manufactures, and services fuel cell platforms that generate electricity through electrochemical reactions, targeting applications in utilities, industrial sites, and emerging data centers. In recent market activity, the stock trades around $7.35, up from April lows near $6.30, with a 52-week range of $3.58 to $11.99. Year-to-date gains stand at 0.5%, while 1-year returns reach 84%, reflecting volatility in the hydrogen sector. Sentiment has improved following a Q1 2026 earnings beat (EPS of -$0.52 versus estimates of -$0.93) and the launch of a standardized 12.5 MW power block for data centers, alongside stockholder approval of key proposals. These developments signal potential growth in AI-driven power needs, though ongoing losses (TTM EPS -$6.49) and execution risks temper enthusiasm.
SEDG Overview and Recent Performance
SolarEdge Technologies (SEDG) specializes in smart energy technology, including module-level power electronics for solar PV systems, energy storage, and EV charging infrastructure. The stock recently trades near $37.81, within a 52-week range of $11.45 to $53.75, after sharp declines including an 11.7% drop amid broader solar sector pressures. YTD performance is robust at 31.2%, with 1-year gains exceeding 198%, underscoring strong recovery momentum. Recent weeks have seen volatility from a Goldman Sachs downgrade to Sell (target $31) and concerns over potential China solar export restrictions, contrasting with a Q4 2025 earnings beat. Cash burn worries and competition persist, with TTM EPS at -$6.88, but technical indicators suggest neutral-to-bullish longer-term basing patterns.
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Head-to-Head Comparison
FCEL and SEDG both tap clean energy growth drivers but diverge in business models: FCEL's fuel cells offer baseload power independent of weather, ideal for data centers, while SEDG's solar optimizers enhance PV efficiency amid residential and commercial installations. Growth catalysts include FCEL's Korea projects and data center pivot versus SEDG's exposure to solar demand rebound. Recent momentum favors SEDG with superior YTD and 1Y returns, though FCEL shows stability in recent weeks. Risks are amplified for both—FCEL by execution delays and losses, SEDG by trade tensions and competition—within the cyclical renewables sector. Market sentiment leans toward SEDG's scale but watches FCEL's niche catalysts.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward SEDG over FCEL, driven by stronger trend consistency, superior relative YTD and 1-year performance, and larger market positioning despite short-term volatility. FCEL's data center initiatives provide upside potential, but SEDG's momentum and scale offer higher probability of near-term outperformance in the renewable energy landscape.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FCEL is a Hold and SEDG is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FCEL’s FA Score shows that 0 FA rating(s) are green whileSEDG’s FA Score has 0 green FA rating(s).
- FCEL’s FA Score: 0 green, 5 red.
- SEDG’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FCEL’s TA Score shows that 4 TA indicator(s) are bullish while SEDG’s TA Score has 3 bullish TA indicator(s).
- FCEL’s TA Score: 4 bullish, 4 bearish.
- SEDG’s TA Score: 3 bullish, 4 bearish.
Price Growth
FCEL (@Electrical Products) experienced а +10.38% price change this week, while SEDG (@Alternative Power Generation) price change was -4.39% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was -0.72%. For the same industry, the average monthly price growth was +0.50%, and the average quarterly price growth was +13.28%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was -3.18%. For the same industry, the average monthly price growth was -6.03%, and the average quarterly price growth was +3.21%.
Reported Earning Dates
FCEL is expected to report earnings on Sep 08, 2026.
SEDG is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Electrical Products (-0.72% weekly)The industry produces a diverse range of electricity-powered equipment, appliances and components, catering to both households and industries. The products include power, distribution and specialty transformers; electric motors, generators and motor-generator sets; switchgear and switchboard apparatus; light bulbs, tubes, fittings and electric signs etc. Consumer income, construction spending, and industrial production are major drivers of demand for this industry’s products. Large companies tend to have economies of scale in production, marketing, and distribution, while smaller companies can potentially carve out their own market through niche or specialty offerings. The US electrical products manufacturing industry includes about 5,700 establishments (single-location companies and units of multi-location companies) with combined annual revenue of about $125 billion. (according to a study published in First Research). Emerson Electric Co., Hubbell Incorporated and Eaton Corporation plc are major electrical products makers in the U.S.
@Alternative Power Generation (-3.18% weekly)The alternative power generation industry consists of companies that operate power facilities converting non-conventional forms of energy into electricity. These energy forms are alternatives to fossil fuels, and many of them are derived from natural resources. Alternative energy forms include solar, wind, hydro, and geothermal steam. A major purpose behind using alternative energy – also called ‘clean’ energy - is to address concerns related to the more conventional fossil fuels, such as the latter’s high carbon dioxide emissions which is often considered a factor in global warming. Alternative power generation has been gaining traction in recent years, and could grow further in the future. Large organizations like Google have invested substantially in wind and solar energy-powered electricity. Some of the prominent U.S. companies operating in the alternative power generation industry includes Ormat Technologies, Inc., TerraForm Power, Inc. and NextEra Energy Partners LP.
| FCEL | SEDG | FCEL / SEDG | |
| Capitalization | 1.47B | 3.18B | 46% |
| EBITDA | -133.4M | -299.68M | 45% |
| Gain YTD | 198.222 | 99.480 | 199% |
| P/E Ratio | N/A | 95.92 | - |
| Revenue | 170M | 1.28B | 13% |
| Total Cash | 312M | 542M | 58% |
| Total Debt | 163M | 473M | 34% |
FCEL | SEDG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 26 | 75 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 35 Fair valued | 100 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 98 | 99 | |
PRICE GROWTH RATING 1..100 | 34 | 36 | |
P/E GROWTH RATING 1..100 | 100 | 39 | |
SEASONALITY SCORE 1..100 | 90 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FCEL's Valuation (35) in the Industrial Machinery industry is somewhat better than the same rating for SEDG (100) in the Semiconductors industry. This means that FCEL’s stock grew somewhat faster than SEDG’s over the last 12 months.
FCEL's Profit vs Risk Rating (100) in the Industrial Machinery industry is in the same range as SEDG (100) in the Semiconductors industry. This means that FCEL’s stock grew similarly to SEDG’s over the last 12 months.
FCEL's SMR Rating (98) in the Industrial Machinery industry is in the same range as SEDG (99) in the Semiconductors industry. This means that FCEL’s stock grew similarly to SEDG’s over the last 12 months.
FCEL's Price Growth Rating (34) in the Industrial Machinery industry is in the same range as SEDG (36) in the Semiconductors industry. This means that FCEL’s stock grew similarly to SEDG’s over the last 12 months.
SEDG's P/E Growth Rating (39) in the Semiconductors industry is somewhat better than the same rating for FCEL (100) in the Industrial Machinery industry. This means that SEDG’s stock grew somewhat faster than FCEL’s over the last 12 months.
| FCEL | SEDG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 89% |
| Stochastic ODDS (%) | 2 days ago 90% | 2 days ago 82% |
| Momentum ODDS (%) | 2 days ago 89% | 2 days ago 88% |
| MACD ODDS (%) | 2 days ago 86% | 2 days ago 88% |
| TrendWeek ODDS (%) | 2 days ago 86% | 2 days ago 87% |
| TrendMonth ODDS (%) | 2 days ago 83% | 2 days ago 81% |
| Advances ODDS (%) | 2 days ago 90% | 12 days ago 81% |
| Declines ODDS (%) | 16 days ago 90% | 8 days ago 87% |
| BollingerBands ODDS (%) | 2 days ago 90% | N/A |
| Aroon ODDS (%) | 2 days ago 80% | 2 days ago 81% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VSDM | 76.51 | N/A | N/A |
| Vanguard Short Duration Tax-Exm Bd ETF | |||
| NUBD | 22.03 | -0.08 | -0.36% |
| Nuveen ESG US Aggregate Bond ETF | |||
| PBJ | 46.17 | -0.22 | -0.48% |
| Invesco Food & Beverage ETF | |||
| EAGL | 31.41 | -0.35 | -1.10% |
| Eagle Capital Select Equity ETF | |||
| GSGO | 43.77 | -0.57 | -1.28% |
| Goldman Sachs Growth Opportunities ETF | |||
SEDG and
Correlation & Price change
A.I.dvisor indicates that over the last year, SEDG has been closely correlated with ENPH. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SEDG jumps, then ENPH could also see price increases.
| Ticker / NAME | Correlation To SEDG | 1D Price Change % | ||
|---|---|---|---|---|
| SEDG | 100% | -0.86% | ||
| ENPH - SEDG | 72% Closely correlated | +0.25% | ||
| RUN - SEDG | 59% Loosely correlated | +0.74% | ||
| FSLR - SEDG | 52% Loosely correlated | +2.10% | ||
| BE - SEDG | 52% Loosely correlated | +5.15% | ||
| FCEL - SEDG | 51% Loosely correlated | +1.46% | ||
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