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Plug Power Inc. Stock Price

NasdaqCM:PLUG Community·US$4.0b Market Cap
  • 3 Narratives written by author
  • 5 Comments on narratives written by author
  • 357 Fair Values set on narratives written by author

PLUG Share Price Performance

US$0
-1.38 (-100.00%)
US$2.83
Fair Value
US$0
-1.38 (-100.00%)
Price US$0

PLUG Community Narratives

·
Fair Value US$2.83 0.04% undervalued intrinsic discount

Analyst Optimism Drives Higher Price Target and Valuation for Plug Power Amid Leadership Transition

3users have liked this narrative
3users have commented on this narrative
188users have followed this narrative
·
Fair Value US$0.75 277.3% overvalued intrinsic discount

Subsidy Reliance And Battery Advances Will Undercut Hydrogen Potential

3users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
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Fair Value US$5.93 52.3% undervalued intrinsic discount

Global Decarbonization And US Policy Will Drive The Hydrogen Boom

1users have liked this narrative
2users have commented on this narrative
16users have followed this narrative
US$5.93
52.3% undervalued intrinsic discount
Profit Margin
11.25%
Future PE
81.65x
Price in 2029
US$7.88

Trending Discussion

Updated Narratives

PLUG logo

PLUG: Future Returns Will Hinge On Executing 2026 Profitability Targets

Fair Value: US$0.75 277.3% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
PLUG logo

PLUG: Hydrogen Power Auction And 2026 EBITDA Goal Will Test Refocused Model

Fair Value: US$2.83 0.04% undervalued intrinsic discount
188 users have set this as their fair value
3 users have commented on this narrative
0 users have liked this narrative
PLUG logo

PLUG: Hydrogen Power Auctions And 2026 EBITDA Goal Will Shape Upside

Fair Value: US$5.93 52.3% undervalued intrinsic discount
16 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Slight risk with imperfect balance sheet.

4 Risks
1 Reward

Plug Power Inc. Key Details

US$739.8m

Revenue

US$970.9m

Cost of Revenue

-US$231.1m

Gross Profit

US$1.4b

Other Expenses

-US$1.7b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-1.21
-31.24%
-227.13%
96.5%
View Full Analysis

About PLUG

Founded
1997
Employees
2344
CEO
Jose Crespo
WebsiteView website
www.plugpower.com

Plug Power Inc. designs, develops, and sells hydrogen products and solutions in Europe, Australia, North America, and internationally. The company offers GenDrive, a hydrogen fueled PEM fuel cell system, which powers material handling EVs, including Class 1, 2, 3 and 6 electric forklifts, automated guided vehicles, and ground support equipment; GenFuel, a liquid hydrogen fueling, delivery, generation, storage, and dispensing system; and GenCare, an Internet of Things based maintenance and on-site service program. It also provides GenKey, a turn-key solution; GenEco electrolyzers for clean hydrogen production; liquefaction systems; cryogenic equipment, such as trailers and mobile storage equipment for the distribution of liquified hydrogen, oxygen, argon, nitrogen, and other cryogenic gases; GenSure, a stationary fuel cell solution; and liquid hydrogen. The company serves customers in material handling operations, fuel cell electric vehicle fleets, and stationary power applications through its direct sales force, original equipment manufacturers, and dealer networks. Plug Power Inc. was incorporated in 1997 and is based in Slingerlands, New York.

Recent PLUG News & Updates

Seeking Alpha 3h

Plug Power: A Turnaround Is In The Making, Though Time Is Running Out

Summary Plug Power is rated Hold as operational improvements are offset by severe cash burn and looming liquidity risks. Q1 2026 saw a 42 ppt YoY gross margin improvement and 22% revenue growth, but quarterly cash burn remains $150M with only 4.5 months of runway. PLUG’s turnaround hinges on closing the $142M Stream Data Centers deal by June 30, 2026, and sustaining margin gains. Valuation implies modest upside ($3.10–$3.50/share) but substantial downside risk if liquidity events or margin progress falter. Read the full article on Seeking Alpha

Recent updates

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