$PLUG

Plug Power (PLUG) reported Q2 results beating expectations and raised full-year revenue growth guidance, targeting positive EBITDAS and asset monetization by late 2026. Shares rose 0.96% to $2.11, despite a 34.37% drop over 90 days. Analysts' price targets range from $0.75 to $7.0, with a consensus of $3.55, suggesting a 40.5% undervaluation. The company faces liquidity pressures and continued losses of $1.64 billion.

Microsoft and Plug Power are testing a 3 MW hydrogen fuel cell system as a backup power solution for data centers, aiming to replace diesel generators. The pilot project is located at Plug Power's facility in Latham, focusing on sustainability and performance.

Fluence Energy (FLNC) reported Q2 revenue of $649.8M, up 7.9% YoY but below estimates, and lowered full-year guidance, causing its stock to drop 26.6%. Sunrun (RUN) reported $870M revenue, up 52.8% YoY and beating estimates, but its stock fell 20.1%. Plug Power (PLUG) reported $178.3M revenue, up 2.5% YoY and surpassing expectations, with a minor stock decline of 1.2%.

Plug Power (PLUG) reported a narrower loss of $188M last quarter, improving from a $1.7B loss in 2025. Revenue is rising due to demand for GenEco systems, with a $3.2B market cap. Analysts set an average price target of $3.20, suggesting 40% upside. However, industry forecasts predict lower hydrogen demand due to cost and policy issues, raising concerns about long-term profitability.

Bloom Energy (BE) reported a 165% year-over-year revenue surge to $1B in Q2 2026, raising full-year guidance to $3.9B-$4.2B. Plug Power (PLUG) saw revenue stabilize, with improved gross margins but still negative earnings. Bloom Energy benefits from AI data center demand, while Plug Power struggles with scaling and costs.

Plug Power (PLUG) reported Q2 adjusted loss of $0.07 per share, beating expectations, with revenue of $178.3M and improving gross margins. Bloom Energy (BE) saw Q2 operating earnings jump 680% YoY, with revenue over $1B and raised guidance. Both companies are positioned in the hydrogen sector, with PLUG focusing on cost cuts and growth, while BE benefits from AI data center demand.

Several renewable energy stocks fell due to rising Treasury yields and inflation fears. Fluence Energy (FLNC) dropped 6.9%, Plug Power (PLUG) 4.2%, Shoals (SHLS) 8.7%, EVgo (EVGO) 4.9%, and SolarEdge (SEDG) 5.7%. Higher yields increase financing costs for the sector, threatening demand. Shoals is down 18.8% YTD and trades 42.2% below its 52-week high.

Plug Power (PLUG) reported Q2 revenue of $178M, up 9% sequentially, and raised full-year guidance to 15-16% growth. Gross margin was -0.9%, and cash burn was $61M. Management highlighted growth in material handling and electrolyzer segments but noted ongoing losses and liquidity challenges.

Plug Power shares fell about 5% to $2.17 and Bloom Energy dropped about 8% to $214.44, while FuelCell Energy was down about 0.5% to $22.25. The move coincided with the 10-year Treasury yield near its 52-week high (4.728% vs 4.747%). Article cites Plug Power Q2 2026 revenue of $178.3M and adjusted EBITDA margin of -25.4%.

Plug Power (NASDAQ: PLUG) reported a more than 50% reduction in adjusted net loss in Q2 to $0.07 per share. Revenue rose 9% quarter over quarter to $178 million and operating expenses fell 50% to $62 million, enabling breakeven gross margin. The company raised FY revenue growth guidance to 15%-16% but still burned $61 million cash in Q2 and ended with $162 million net cash.