Chart Industries (GTLS) 2026 stock analysis: cryogenic and process equipment for LNG, hydrogen and CCUS, the recurring aftermarket base from the Howden acquisition, high post-deal leverage, order lumpiness, and how it stacks up against Baker Hughes, Flowserve and Ingersoll Rand.
FuelCell Energy (FCEL) 2026 stock analysis: carbonate and solid-oxide fuel-cell power technology, data-center and distributed-generation demand, persistent operating losses and cash burn, share dilution, hydrogen and IRA policy dependence, no dividend, and extreme volatility.
Bloom Energy (BE) 2026 stock analysis: solid-oxide fuel cell (SOFC) on-site power servers, the AI data center electricity shortage tailwind, hydrogen electrolyzer (SOEC) optionality, large contracts, cash burn and margin questions, plus IRA policy dependence.
Linde (LIN) 2026 stock outlook. World's largest industrial gas company, 15-20yr on-site contracts, IRA Section 45V clean hydrogen credits, EU CBAM tailwind, hydrogen project pipeline, Roth IRA positioning.