Plug Power (PLUG) Panoramica del titolo
Plug Power Inc. progetta, sviluppa e vende prodotti e soluzioni a idrogeno in Europa, Australia, Nord America e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
PLUG Community Fair Values
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Analyst Price Targets
Concorrenti di Plug Power Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$2.57 |
| Massimo di 52 settimane | US$4.58 |
| Minimo di 52 settimane | US$1.10 |
| Beta | 2.12 |
| Variazione di 1 mese | -33.07% |
| Variazione a 3 mesi | 17.89% |
| Variazione di 1 anno | 110.66% |
| Variazione a 3 anni | -74.30% |
| Variazione a 5 anni | -92.28% |
| Variazione dall'IPO | -98.39% |
Notizie e aggiornamenti recenti
Articolo di analisi • 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...
Aggiornamento della narrazione • 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
Articolo di analisi • 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...Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Nuova narrazione • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaRendimenti per gli azionisti
| PLUG | US Electrical | US Mercato | |
|---|---|---|---|
| 7D | -9.8% | 0.2% | -2.5% |
| 1Y | 110.7% | 74.3% | 20.1% |
Ritorno vs Industria: PLUG ha superato il US Electrical che ha restituito 74.3 % nell'ultimo anno.
Rendimento vs Mercato: PLUG ha superato il mercato US che ha restituito 20.1 % nell'ultimo anno.
Volatilità dei prezzi
| 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% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di PLUG è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 13% ) di PLUG è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1997 | 2,344 | Jose Crespo | www.plugpower.com |
Plug Power Inc. progetta, sviluppa e vende prodotti e soluzioni a idrogeno in Europa, Australia, Nord America e a livello internazionale. L'azienda offre GenDrive, un sistema di celle a combustibile PEM alimentato a idrogeno, che alimenta i veicoli elettrici per la movimentazione dei materiali, compresi i carrelli elevatori elettrici di Classe 1, 2, 3 e 6, i veicoli a guida automatica e le attrezzature di supporto a terra; GenFuel, un sistema di rifornimento, consegna, generazione, stoccaggio ed erogazione di idrogeno liquido; e GenCare, un programma di manutenzione e assistenza in loco basato sull'Internet of Things. Fornisce inoltre GenKey, una soluzione chiavi in mano; elettrolizzatori GenEco per la produzione di idrogeno pulito; sistemi di liquefazione; apparecchiature criogeniche, come rimorchi e attrezzature mobili di stoccaggio per la distribuzione di idrogeno liquefatto, ossigeno, argon, azoto e altri gas criogenici; GenSure, una soluzione per celle a combustibile stazionarie; e idrogeno liquido.
Plug Power Inc. Riepilogo dei fondamenti
| PLUG statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$3.64b |
| Utili (TTM) | -US$1.68b |
| Ricavi(TTM) | US$739.76m |
4.8x
Rapporto P/S-2.1x
Rapporto P/EPLUG è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| PLUG Conto economico (TTM) | |
|---|---|
| Ricavi | US$739.76m |
| Costo del fatturato | US$970.85m |
| Profitto lordo | -US$231.09m |
| Altre spese | US$1.45b |
| Utili | -US$1.68b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -1.21 |
| Margine lordo | -31.24% |
| Margine di profitto netto | -227.13% |
| Rapporto debito/patrimonio netto | 96.5% |
Come si è comportato PLUG nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/25 22:37 |
| Prezzo dell'azione a fine giornata | 2026/06/25 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Plug Power Inc. è coperta da 35 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Moses Sutton | Barclays |
| NEIL BEVERIDGE | Bernstein |
| null null | BMO Capital Markets Equity Research |