What Happened?
A number of stocks fell in the afternoon session after U.S. stocks fell as concerns grew over the risk of stagflation, a mix of slow economic growth and high inflation, due to the ongoing conflict with Iran.
The war escalated into a global energy supply shock, with disruptions to cargo in the Strait of Hormuz pushing Brent crude oil prices above $100 per barrel. This surge in energy costs raised fears of persistent inflation that could harm the global economy. Compounding these concerns, recent data showed the U.S. economy was already weakening before the conflict, with the fourth-quarter 2025 growth estimate revised down to a sluggish 0.7% annual rate. This combination of slowing growth and rising inflation had investors worried, as it complicates the Federal Reserve's policy path and threatens both corporate profits and consumer spending power.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
- Custom Parts Manufacturing company Stratasys (NASDAQ: SSYS) fell 3.8%. Is now the time to buy Stratasys? Access our full analysis report here, it’s free.
- Renewable Energy company FuelCell Energy (NASDAQ: FCEL) fell 5%. Is now the time to buy FuelCell Energy? Access our full analysis report here, it’s free.
- General Industrial Machinery company JBT Marel (NYSE: JBTM) fell 4.4%. Is now the time to buy JBT Marel? Access our full analysis report here, it’s free.
- Renewable Energy company Blink Charging (NASDAQ: BLNK) fell 3.4%. Is now the time to buy Blink Charging? Access our full analysis report here, it’s free.
- Electronic Components company Vishay Precision (NYSE: VPG) fell 2.3%. Is now the time to buy Vishay Precision? Access our full analysis report here, it’s free.
Zooming In On FuelCell Energy (FCEL)
FuelCell Energy’s shares are extremely volatile and have had 92 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 4 days ago when the stock dropped 7.5% on the news that the company's fourth-quarter results showed a significant revenue miss and a shrinking order backlog, which overshadowed strong sales growth.
While revenue grew nearly 61% year-over-year to $30.5 million, the figure fell short of analyst expectations. The company also posted a net loss of $26.1 million. Investors were further concerned by a 10.8% decrease in the company's total backlog, which fell to $1.17 billion, suggesting potential weakness in future business. Additionally, the company's gross loss was $5.9 million for the quarter. Despite a narrower loss per share compared to the prior year, the combination of missed revenue targets and a shrinking pipeline of future work appeared to weigh heavily on investor sentiment.
FuelCell Energy is down 18.7% since the beginning of the year, and at $6.65 per share, it is trading 41.9% below its 52-week high of $11.43 from October 2025. Investors who bought $1,000 worth of FuelCell Energy’s shares 5 years ago would now be looking at an investment worth $13.01.
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