Plug Power Inc.

NasdaqCM:PLUG 株式レポート

時価総額：US$3.8b

Plug Power 配当と自社株買い

配当金 基準チェック /06

Plug Power配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-11.5%

バイバック利回り

総株主利回り-11.5%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

分析記事 • 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...
ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
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新しいナラティブ • 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

決済の安定と成長

配当データの取得

安定した配当: PLUGの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: PLUGの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

Plug Power 配当利回り対市場
PLUG 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (PLUG)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Electrical)0.6%
アナリスト予想 (PLUG) (最長3年)0%

注目すべき配当: PLUGは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: PLUGは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: PLUGの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: PLUGが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/24 05:07
終値2026/06/24 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Plug Power Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Moses SuttonBarclays
NEIL BEVERIDGEBernstein
null nullBMO Capital Markets Equity Research