Plug Power (PLUG) Aperçu de l'action
Plug Power Inc. conçoit, développe et vend des produits et des solutions à base d'hydrogène en Europe, en Australie, en Amérique du Nord et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 1/6 |
| Performances passées | 0/6 |
| Santé financière | 2/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
PLUG Community Fair Values
Create NarrativeSee what 321 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Plug Power Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$2.61 |
| Plus haut sur 52 semaines | US$4.58 |
| Plus bas sur 52 semaines | US$1.09 |
| Bêta | 2.12 |
| Variation sur 1 mois | -30.95% |
| Variation sur 3 mois | 16.00% |
| Variation sur 1 an | 139.45% |
| Variation sur 3 ans | -72.35% |
| Variation sur 5 ans | -92.37% |
| Évolution depuis l'introduction en bourse | -98.37% |
Nouvelles et mises à jour récentes
Article d’analyse • Jun 19
Plug Power (PLUG) Stock Looks Fairly Priced After $39.2 Million Tax Credit Sale
Plug Power (PLUG) is back in focus after disclosing the sale of a federal investment tax credit tied to its St. Gabriel hydrogen liquefaction facility, which raised about $39.2 million to support liquidity. See our latest analysis for Plug Power. Plug Power’s latest tax credit sale comes as the stock trades at US$2.85, with a 1-day share price return of 7.55% and a 90-day share price return of 27.80%. The 1-year total shareholder return is very large, but long term total shareholder returns...
Mise à jour du récit • Jun 17
PLUG: Stock Outlook Will Depend On Delivering 2026 Profitability Roadmap
The average analyst price target for Plug Power stock has been raised by approximately $1. The change is largely tied to updated models that reflect recent Q1 results and ongoing cost reduction efforts under the Project Quantum Leap program, as analysts reassess the company’s path toward its longer term EBITDAS goals.Seeking Alpha • Jun 11
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 AlphaRecent updates
Article d’analyse • Jun 19
Plug Power (PLUG) Stock Looks Fairly Priced After $39.2 Million Tax Credit Sale
Plug Power (PLUG) is back in focus after disclosing the sale of a federal investment tax credit tied to its St. Gabriel hydrogen liquefaction facility, which raised about $39.2 million to support liquidity. See our latest analysis for Plug Power. Plug Power’s latest tax credit sale comes as the stock trades at US$2.85, with a 1-day share price return of 7.55% and a 90-day share price return of 27.80%. The 1-year total shareholder return is very large, but long term total shareholder returns...Mise à jour du récit • Jun 17
PLUG: Stock Outlook Will Depend On Delivering 2026 Profitability Roadmap
The average analyst price target for Plug Power stock has been raised by approximately $1. The change is largely tied to updated models that reflect recent Q1 results and ongoing cost reduction efforts under the Project Quantum Leap program, as analysts reassess the company’s path toward its longer term EBITDAS goals.Seeking Alpha • Jun 11
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 AlphaMise à jour du récit • Jun 03
PLUG: Future Returns Will Hinge On Executing 2026 Profitability Targets
Plug Power's updated analyst price target edges higher by $1.00 to $3.75 as analysts factor in recent cost reduction progress, slightly adjusted growth and margin assumptions, and updated expectations for future P/E multiples. Analyst Commentary Recent research updates reflect a mix of cautious optimism and ongoing skepticism around Plug Power.Mise à jour du récit • May 19
PLUG: Future Returns Will Depend On Hydrogen Pivot Execution To 2026 EBITDA
Analysts have lifted Plug Power's aggregate price target by about $1 to roughly reflect a series of Street increases into the $2 to $3.75 range, citing updated models after recent results, ongoing cost reduction efforts under Project Quantum Leap, and company targets for reaching positive EBITDA in 2026. Analyst Commentary Recent research highlights a mix of caution and guarded optimism around Plug Power.
Mise à jour du récit • May 03
PLUG: Hydrogen Power Auction And 2026 EBITDA Goal Will Test Refocused Model
Analysts have nudged Plug Power's fair value estimate higher, with the implied price target rising by about $0.09 as updates to discount rate, revenue growth, profit margin assumptions and future P/E expectations reflect a mix of cautious optimism following recent target changes from firms that adjusted views after a mixed quarter, an evolving hydrogen focus and ongoing questions around the path to positive EBITDA in 2026. Analyst Commentary Recent price target changes around Plug Power highlight a split between analysts who see improving execution and those who remain cautious about profitability and capital needs.
Mise à jour du récit • Apr 19
PLUG: Hydrogen Power Auctions And 2026 EBITDA Goal Will Shape Upside
Narrative Update: Plug Power Analyst Price Target Shift The blended analyst price target for Plug Power edges higher, reflecting incremental upward revisions such as Susquehanna's $0.25 increase and Wells Fargo's move to $2, partially offset by reductions from Jefferies to $1.80 and BMO Capital to $1, as analysts weigh mixed quarterly results, a return to positive gross margin, 2026 guidance, and ongoing execution risks. Analyst Commentary Analysts are split on Plug Power, but the recent research shows a clear group of bullish analysts who view recent execution updates and the 2026 roadmap as reasons to rethink downside risk and potential upside.Mise à jour du récit • Apr 05
PLUG: Hydrogen Power Auctions And EBITDA Goal Will Drive Future Rebound
Plug Power's updated analyst price target edges higher to $5.91 from $5.82 as analysts balance mixed recent calls, with some trimming targets toward $1 to $2 and flagging execution and demand risks, while others point to improving gross margins and the company reiterating its goal of positive EBITDA in 2026. This results in a slightly lower discount rate, modestly softer revenue growth and profit margin assumptions, and a higher implied future P/E multiple.Mise à jour du récit • Mar 22
PLUG: Hydrogen Power Auction And 2026 EBITDA Turnaround Aims To Rebuild Confidence
Plug Power's analyst fair value estimate edges from $2.75 to about $2.74, as analysts recalibrate price targets between $1 and $2 on mixed execution, slower anticipated revenue growth, and a "show me" stance on the path to positive EBITDA by 2026. Analyst Commentary Bullish Takeaways Bullish analysts highlight Plug Power's reiterated goal to reach positive EBITDA in 2026 as a key pillar supporting fair value, even if they view it as needing further proof.Mise à jour du récit • Mar 08
PLUG: Future Returns Will Hinge On Hydrogen Pivot Execution Risks
Analysts have adjusted their views on Plug Power, with some lifting price targets to $2 and others trimming them to $1, largely citing mixed recent results, a shift toward more focused hydrogen applications, and execution questions around demand and electrolyzer ramp timing. Analyst Commentary Street research around Plug Power has turned more cautious, even as some targets have moved slightly higher.Mise à jour du récit • Feb 21
PLUG: Execution Turnaround In Core Hydrogen Markets Will Rebuild Confidence
Analysts have modestly lowered their fair value estimate for Plug Power, with the price target moving from about $2.79 to $2.75. This change reflects a higher discount rate and caution around demand challenges that have also led to a Street target cut from $4 to $2.Mise à jour du récit • Feb 07
PLUG: Future Returns Will Hinge On Slower Material Handling Demand
Narrative update Analysts have trimmed their price target on Plug Power to $2 from $4, reflecting a more cautious view on execution as they watch how the company manages demand challenges in material handling and a slower than previously expected electrolyzer ramp. Analyst Commentary Bearish analysts are stepping back and treating Plug Power more as a show-me story, cutting their price target to US$2 from US$4 and shifting to a Hold stance.Mise à jour du récit • Jan 24
PLUG: Electrolyzer Execution Will Drive Future Rebound From Recent Downgrade
Analysts have reduced their price expectations for Plug Power to US$2 from US$4, citing demand challenges in material handling and electrolyzers, as well as a view that the electrolyzer ramp may take longer to materialize. This has contributed to a more cautious set of valuation inputs in recent models.Mise à jour du récit • Jan 10
PLUG: Future Returns Will Depend On Slower Material Handling And Electrolyzer Demand
Analysts have lifted their Plug Power fair value estimate from US$0.55 to US$0.75 per share, reflecting updated assumptions around the discount rate, revenue growth, profit margins and future P/E following recent research that highlights execution risks in material handling and electrolyzer demand. Analyst Commentary Recent Street research reflects a more cautious tone around Plug Power, with bearish analysts stepping back to reassess the balance between growth ambitions and execution risks.Mise à jour du récit • Dec 21
PLUG: Falling Rates Will Support A Healthier Clean Tech Cycle Ahead
Analysts have raised their price target on Plug Power from $2.50 to $4.40 per share. This reflects increased confidence that a new, healthier cycle for U.S. clean tech, driven by easing interest rates, more sustainable growth expectations, and stable policy support, can support modestly better long term growth, margins, and valuation multiples.Mise à jour du récit • Dec 07
PLUG: Falling Rates Will Support A Healthier Clean Tech Upcycle
Analysts have raised their price target on Plug Power, roughly adding $1.90 per share. They cited expectations that a newly emerging, healthier cycle for U.S. clean tech, supported by falling interest rates and more realistic policy and growth assumptions, could improve the company’s long term prospects.Mise à jour du récit • Nov 23
PLUG: Falling Interest Rates Will Spur A Healthier Clean Tech Upcycle
Narrative Update on Plug Power Analysts have raised their price target for Plug Power by nearly $2, citing optimism for a new cycle in the clean tech sector. This optimism is driven by improving market conditions and more sustainable growth assumptions.Mise à jour du récit • Nov 05
PLUG: A Healthier Clean Tech Cycle Will Shape Sector Prospects Amid Policy Shifts
The analyst price target for Plug Power was recently raised from $2.50 to $4.40 per share. Analysts cite optimism for a new, healthier cycle in the U.S. clean tech sector, supported by favorable policy shifts and improved market conditions.Article d’analyse • Nov 04
Plug Power Inc.'s (NASDAQ:PLUG) Share Price Is Still Matching Investor Opinion Despite 28% Slump
The Plug Power Inc. ( NASDAQ:PLUG ) share price has softened a substantial 28% over the previous 30 days, handing back...Mise à jour du récit • Oct 22
Analyst Optimism Drives Higher Price Target and Valuation for Plug Power Amid Leadership Transition
Plug Power's analyst price target has increased significantly from $2.50 to $4.40 per share. This change reflects analysts' optimism about improved sector conditions and a more favorable investment climate.Mise à jour du récit • Oct 08
Government Policies And Funding Will Spur Hydrogen Adoption
Plug Power's analyst price target has increased from $0.90 to $1.60, as analysts cite improved clarity following recent policy developments. There is also an expected uptick in management commentary regarding backlog and safe harboring for the clean energy group.Mise à jour du récit • Sep 23
Government Policies And Funding Will Spur Hydrogen Adoption
Plug Power’s consensus price target has been revised upward to $2.08, as analysts cite reduced policy uncertainty from recent legislative clarity and favorable Section 48E tax credit details, outweighing ongoing sector caution. Analyst Commentary Resolution of the "One Big Beautiful Bill Act" and finality on the President's Executive Order seen as a near-term clearing event, reducing uncertainty for clean energy stocks.Article d’analyse • Sep 18
Market Participants Recognise Plug Power Inc.'s (NASDAQ:PLUG) Revenues Pushing Shares 27% Higher
Despite an already strong run, Plug Power Inc. ( NASDAQ:PLUG ) shares have been powering on, with a gain of 27% in the...
Nouveau récit • Mar 22
Project Quantum Leap Will Streamline Costs And Improve Net Margins
Streamlining costs and refining product focus through Project Quantum Leap can enhance net margins and improve facility utilization.Seeking Alpha • Mar 14
Plug Power: Restructuring While Waiting For The DOE Funding
Summary Plug Power's business case was once full of promises but disappointed, inducing heavy losses for investors. Facing a liquidity crisis, the firm issued close to $900m equity last fiscal year, further diluting existing shareholders. Additional capital raise could come. The management has decided to implement a new round of restructuring, aiming to reduce COGS and OPEX by up to $200m. It has also decided to end some business lines. Financial risk remains elevated. The business case validation depends on obtaining liquidity from the DOE loan, which can still happen this fiscal year. While seeing some upside potential, I initiate PLUG stock with a Hold. Read the full article on Seeking AlphaArticle d’analyse • Feb 02
Plug Power Inc.'s (NASDAQ:PLUG) 29% Cheaper Price Remains In Tune With Revenues
The Plug Power Inc. ( NASDAQ:PLUG ) share price has fared very poorly over the last month, falling by a substantial...Seeking Alpha • Dec 15
Plug Power: Electrolyzer Deployments And Increased Institutional Confidence, Amid Financial Challenges Loom
Summary I am now neutral on Plug Power, upgrading it to Hold due to progressive electrolyzer agreements and potential future returns despite recent volatility. Key developments include strong electrolyzer installations, strategic investments, and partnerships aimed at boosting hydrogen production and reducing carbon emissions. Norges Bank's increased stake signals confidence, but financial strain and uncertainties around the Inflation Reduction Act pose significant risks. Q3’24 financials show slight improvements with reduced cash burn and increased revenues, but the company remains in a distress zone with a negative Altman Z-score. Read the full article on Seeking AlphaArticle d’analyse • Dec 06
With Plug Power Inc. (NASDAQ:PLUG) It Looks Like You'll Get What You Pay For
Plug Power Inc.'s ( NASDAQ:PLUG ) price-to-sales (or "P/S") ratio of 3.4x may not look like an appealing investment...Seeking Alpha • Nov 05
Plug Power: Potential Asymmetric Upside
Summary Steep revenue drop in H1 2024 and high cash burn from operations fuel the current pessimism around this stock. The stock trades near historic lows with a high short interest of 27.8%. New partnerships and a shift to leasing could stabilize cash flow and improve revenue in the second half of 2024. However, I don't expect a major improvement in profitability. Institutional interest is rising, and new contracts and partnerships, particularly in green hydrogen, look quite promising. Despite dire Q1 and Q2 results, my strong buy rating revolves around a potential shift in investor sentiment. A catalyst could be the approval of the $1.66 billion DOE loan. Read the full article on Seeking AlphaSeeking Alpha • Aug 26
Plug Power: Poor Results But Upgrading On Margin Progress - Hold
Summary Plug Power reported another set of disappointing quarterly results, with revenues missing consensus expectations by a mile again. Sales were down by 45% on a year-over-year basis, with the company's core fuel cell systems and hydrogen infrastructure business taking a particularly large hit. Plug Power used more than $400 million in cash for the quarter, thus resulting in the requirement to dilute common shareholders even further. That said, not everything was bad, as the company made progress on the margin front. Particularly, the substantial improvement in Plug Power's hydrogen fueling segment was encouraging. While I fully expect Plug Power to miss full-year projections by a mile again, I am upgrading the company's shares from "Sell" to "Hold" based on the quarter's improved margin trends. Read the full article on Seeking AlphaSeeking Alpha • Aug 15
Plug Power's Strategy Looks Poised To Bear Fruit
Summary Plug Power's strategy of profiting from the strong demand for green hydrogen is likely to succeed in the long term. The firm should eventually generate positive gross margins from its fuel sales while also benefiting from the rapidly rising sales of its electrolyzers which are used to manufacture green hydrogen. Plug is building new green hydrogen plants which will allow it to meet the rising demand for the fuel. Read the full article on Seeking AlphaSeeking Alpha • Jul 19
Plug Power: Stock Offering Ahead Of Q2 Results Is A Huge Red Flag - Sell
Summary Shares of struggling fuel cell systems, electrolyzer solutions, and green hydrogen provider Plug Power have shown signs of life in recent weeks. However, Thursday's proposed $200 million common stock offering right ahead of the company's Q2 report in early August is a major red flag. Based on numbers provided in the prospectus, even under a best-case scenario, the company's Q2 cash burn appears to have been close to $300 million, higher than in Q1. At the current rate of cash usage, Plug Power would be required to raise additional funds toward the end of the quarter at the latest point. Given the apparent lack of operational progress at the company, elevated cash burn, and the high likelihood of another abysmal quarterly report in early August, I am downgrading the company's shares from "Hold" to "Sell". Read the full article on Seeking AlphaRendement pour les actionnaires
| PLUG | US Electrical | US Marché | |
|---|---|---|---|
| 7D | -1.5% | 0.2% | -2.5% |
| 1Y | 139.4% | 74.3% | 20.1% |
Rendement vs Industrie: PLUG a dépassé le secteur US Electrical qui a rapporté 74.3 % au cours de l'année écoulée.
Rendement vs marché: PLUG a dépassé le marché US qui a rapporté 20.1 % au cours de l'année écoulée.
Volatilité des prix
| PLUG volatility | |
|---|---|
| PLUG Average Weekly Movement | 12.8% |
| Electrical Industry Average Movement | 12.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: Le cours de l'action de PLUG a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de PLUG ( 13% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1997 | 2,344 | Jose Crespo | www.plugpower.com |
Plug Power Inc. conçoit, développe et vend des produits et des solutions à base d'hydrogène en Europe, en Australie, en Amérique du Nord et dans le monde entier. L'entreprise propose GenDrive, un système de pile à combustible PEM alimenté à l'hydrogène, qui alimente les véhicules électriques de manutention, notamment les chariots élévateurs électriques de classe 1, 2, 3 et 6, les véhicules guidés automatisés et les équipements de soutien au sol ; GenFuel, un système de ravitaillement, de livraison, de production, de stockage et de distribution d'hydrogène liquide ; et GenCare, un programme de maintenance et d'entretien sur site basé sur l'internet des objets. Elle fournit également GenKey, une solution clé en main ; les électrolyseurs GenEco pour la production d'hydrogène propre ; des systèmes de liquéfaction ; des équipements cryogéniques, tels que des remorques et des équipements de stockage mobiles pour la distribution d'hydrogène liquéfié, d'oxygène, d'argon, d'azote et d'autres gaz cryogéniques ; GenSure, une solution de pile à combustible stationnaire ; et de l'hydrogène liquide.
Plug Power Inc. Résumé des fondamentaux
| PLUG statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$3.78b |
| Bénéfices(TTM) | -US$1.68b |
| Recettes(TTM) | US$739.76m |
4.9x
Ratio P/S-2.2x
Ratio P/ELe site PLUG est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| PLUG compte de résultat (TTM) | |
|---|---|
| Recettes | US$739.76m |
| Coût des recettes | US$970.85m |
| Marge brute | -US$231.09m |
| Autres dépenses | US$1.45b |
| Les revenus | -US$1.68b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -1.21 |
| Marge brute | -31.24% |
| Marge bénéficiaire nette | -227.13% |
| Ratio dettes/capitaux propres | 96.5% |
Quelles ont été les performances à long terme de PLUG?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/24 17:10 |
| Cours de l'action en fin de journée | 2026/06/24 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Plug Power Inc. est couverte par 35 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Moses Sutton | Barclays |
| NEIL BEVERIDGE | Bernstein |
| null null | BMO Capital Markets Equity Research |