PLUG POWER INC
Plug Power designs, develops and sells hydrogen products and solutions for customers seeking to use hydrogen in material handling, supply chain and logistics, e-mobility, stationary power and industrial applications. Its portfolio includes GenDrive fuel cells for forklifts and other material handling vehicles; GenSure stationary fuel cells; GenFuel hydrogen fueling, storage and dispensing systems; GenCare maintenance and service; GenKey integrated fuel cell, fuel and service solutions; GenEco electrolyzers; liquefiers; cryogenic equipment; and liquid hydrogen. Plug also produces hydrogen and provides equipment for its production, transport, storage and use. Plug makes money through product sales, hydrogen fuel deliveries, installations, maintenance and other services. It sells worldwide through a direct sales force, original equipment manufacturers and their dealer networks, with a primary focus on North America, Europe and Australia. The company is headquartered in Slingerlands, New York.
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Plug Power (PLUG) shares fell 8.7% to $1.37 despite beating Q3 revenue estimates ($200.6M vs. $198.2M) due to low-quality earnings and analyst price target cuts. Craig-Hallum reduced its target to $3.00, citing project delays. Broader market declines also pressured the stock, with the Nasdaq down 1.2%.
RBC Capital kept its Sector Perform rating and $2 price target for Plug Power, implying a 33.3% upside from the Nov 9 close of $1.50.
HC Wainwright & Co. reiterated its Buy rating for Plug Power and maintained a $7 price target, suggesting a 366.7% upside from the Nov 9 close of $1.50. The firm continues to see potential in the company's prospects.
Over the past 7 days, AlphAI's AI scored 25 news stories mentioning PLUG (PLUG POWER INC). Coverage has skewed bullish: 19 bullish, 4 neutral, and 2 bearish.
Recent PLUG coverage spans earnings, market movers and financial news.
In the last 30 days, PLUG insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($13K). The most active reporter was Haycraft Benjamin, CSO & GM EMEA, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Earnings quality concerns and a price‑target cut trigger sell pressure.
Analyst rating unchanged; price target unchanged, limiting immediate trading impetus.
Analyst rating unchanged; price target unchanged, minimal immediate catalyst.
Guidance lift may boost the stock as expectations are raised.
The filing provides fresh quarterly operating and liquidity metrics plus a stated Q4 cash-usage outlook, which can shift near-term valuation and risk appetite for PLUG.
AlphAI scores every news story that mentions PLUG with an AI model for sentiment and relevance, and aggregates insider trades from PLUG POWER INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Plug Power (PLUG) shares fell 8.7% to $1.37 despite beating Q3 revenue estimates ($200.6M vs. $198.2M) due to low-quality earnings and analyst price target cuts. Craig-Hallum reduced its target to $3.00, citing project delays. Broader market declines also pressured the stock, with the Nasdaq down 1.2%.
RBC Capital kept its Sector Perform rating and $2 price target for Plug Power, implying a 33.3% upside from the Nov 9 close of $1.50.
HC Wainwright & Co. reiterated its Buy rating for Plug Power and maintained a $7 price target, suggesting a 366.7% upside from the Nov 9 close of $1.50. The firm continues to see potential in the company's prospects.
Plug Power (PLUG) reaffirmed its 15-16% revenue growth target, forecasting $280M in Q4 revenue and aiming for positive EBITDAS. The company reported progress in sales, margins, and cash flow in Q3 2026, according to management.
PLUG POWER INC (PLUG) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Plug Reports Third Quarter Revenue of ~$201 Million, ~65 Percentage Point YoY Gross Margin Improvement, Record-Low Net Cash Usage with ~54% reduction sequentially Revenue increases approximately 13% year over year as Plug advances sales growth, margin enhancement, an
Plug Power (PLUG) reported Q3 GAAP EPS of $0.00, beating estimates by $0.06, with revenue of $201M, up 13.5% Y/Y and $7.67M above expectations. The company reaffirmed its 2026 revenue growth target of 15-16% and positive EBITDAS in Q4 2026.
Bloom Energy (BE) rose 8% to $187.18, while FuelCell Energy (FCEL) gained 3% and Plug Power (PLUG) held steady ahead of earnings. Bloom's rally follows a large deal with NTT DATA for 900 MW of onsite power, despite its negative operating cash flow of $27.1M in Q3 2026. FuelCell's Texas project faces policy uncertainty, and Plug Power aims for positive EBITDAS in Q4 2026.
Plug Power (PLUG) will report Q3 2026 earnings on November 9th. Analysts forecast a loss of $0.06 per share, improved 50% year-over-year, and revenue of $193.33M, up 9.2% year-over-year. The company and analysts are optimistic about the results.
Fuel cell stocks FuelCell Energy (FCEL), Plug Power (PLUG), and Bloom Energy (BE) rebounded 6%, 5%, and 4% respectively, recovering some post-election losses. Texas's governor comments eased concerns for FuelCell's Texas project, while Bloom Energy reported strong Q3 2026 revenue growth. Plug Power's earnings report is upcoming. Investors await clarity on Texas permitting and Plug Power's results for further direction.
FuelCell Energy (FCEL) fell 17% to $8.77 after a Q3 loss of $0.64 per share on $33M revenue, down 29.4% YoY. Bloom Energy (BE) dropped 14% to $171.52 despite a 900MW deal with NTT DATA. Plug Power (PLUG) declined 7% to $1.35. Election results and potential data center policy changes are driving the selloff.
