$PLUG

FuelCell Energy (FCEL), Plug Power (PLUG), and Bloom Energy (BE) stocks fell 6%, 4%, and 8% respectively due to rising 10-year Treasury yields at 5.11%, impacting clean energy financing. Bloom Energy reported $1.065B Q2 revenue and raised guidance to $4.2B, while FuelCell saw a 29% revenue drop and $45M loss. Plug Power reported $178M Q2 revenue and raised 2026 growth guidance to 15-16%.

Plug Power's Chief Operating Officer, Dean Fullerton, has resigned. The company's stock has seen a 5-day change of -3.32% and a year-to-date change of -0.49%. Plug Power recently expanded its hydrogen footprint in New Zealand and Australia.

PLUG POWER INC (PLUG) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 17, 2026, Dean C. Fullerton notified Plug Power Inc., a Delaware corporation (the “Company”), that he will be

Plug Power (PLUG) and Bloom Energy (BE) are clean energy companies with different growth drivers. PLUG reported Q2 2026 revenue of $178.3M, up from $174M in Q2 2025, with strong service and power agreement growth, but a net loss of $190.1M. BE benefits from data center and industrial demand, with 2026 sales estimated at $4.14B, up 104.3% YoY, and earnings of $2.7 per share. PLUG shares fell 7.9% in six months, while BE surged 89.5%.

FuelCell Energy (FCEL) reported Q2 revenue of $33M, down 29.4% YoY, missing estimates. Bloom Energy (BE) saw revenue surge 166% YoY, beating estimates. Fluence Energy (FLNC) missed expectations, while Plug Power (PLUG) and EVgo (EVGO) showed mixed results. Renewable energy stocks collectively beat revenue estimates by 2.4% but faced guidance challenges.

Plug Power (PLUG) delivered a 1 MW GenEco Electrolyzer to H.W. Richardson Group's HWR Hydrogen in New Zealand. The unit will produce hydrogen for heavy trucks, supporting the country's expanding hydrogen ecosystem. Plug Power also highlighted its existing presence in New Zealand and Australia, including a 50 MW electrolyzer system for Orica's Hunter Valley Hydrogen Hub. The company reported strong revenue growth and improved margins in its Q2 earnings call.

The ALPS Electrification Infrastructure ETF (ELFY) rebalanced its holdings, adding X-Energy and Core Natural Resources, and removing five companies, including NuScale Power and Plug Power. Forgent Power Solutions became the top holding. ELFY has returned 12.3% YTD and focuses on electrification, including data center infrastructure, positioning it as an AI trend ETF.

Bloom Energy (NYSE: BE) reported Q2 revenue of $1B, up 166% YoY, with GAAP net income of $198.9M. It raised FY2026 revenue guidance to $3.9B-$4.2B. Plug Power (NASDAQ: PLUG) reported a $190M Q2 loss, with accumulated deficit of $8.7B, but improved gross margin to -0.9%. Both companies are involved in the hydrogen economy, with Bloom Energy focusing on fuel cells for data centers and Plug Power building hydrogen infrastructure.

Bloom Energy (BE) secured $25B in financing for data center power projects, targeting AI-driven demand. Plug Power (PLUG) focuses on existing hydrogen businesses. Bloom's fuel cells are approved by major U.S. hyperscalers and neoclouds, with analysts seeing 35% upside. Plug has a 'Hold' rating, prioritizing forklifts and hydrogen production.

FuelCell Energy (FCEL) shares rose 14.26% to $17.71 after the U.S. House passed the Ratepayer Protection Act, which may boost demand for clean energy. Analysts are divided on FCEL's prospects, with some seeing growth potential and others citing execution risks. The stock has a Moderate Buy consensus with an average price target of $22.67.