Plug Power has some very big problems.I am not a fan of Plug Power (PLUG -4.94%). While I'm intrigued by the growth prospects of the hydrogen sector, I have specific concerns about its business operations. These issues are why I have never purchased the stock.I do not currently plan to invest in Plug Power. However, there are certain actions the company could take that would make it a more compelling investment. The following changes could shift my stance on this hydrogen stock. Stop diluting investorsOne o ...

When “hydrogen” and “explode” appear in the same sentence, it usually spells disaster. This time, it spells breakthrough. Shares of Plug Power, a hydrogen tech provider, have exploded in the past week, climbing roughly 50% through the past five trading sessions (though its 10-day streak finally snapped on Tuesday). Given the company’s not-so-impressive history, what’s with the runup? READ ALSO: Feast or Fluke? US Home Sales Hit Highest in Almost Four Years and Tether Poised to Join Ranks of World’s Most V ...

Company Performance - Plug Power's stock closed at $2.53, down 4.53% from the previous trading session, underperforming the S&P 500's loss of 0.55% [1] - Over the last month, Plug Power's shares increased by 58.68%, significantly outperforming the Computer and Technology sector's gain of 9.88% and the S&P 500's gain of 3.64% [1] Earnings Expectations - Analysts expect Plug Power to report earnings of -$0.13 per share in the upcoming earnings report, indicating a year-over-year growth of 48% [2] - Revenue is projected to be $188.33 million, reflecting an 8.41% increase compared to the same quarter last year [2] Annual Projections - For the annual period, the Zacks Consensus Estimates predict earnings of -$0.61 per share and revenue of $707.02 million, representing increases of 77.24% and 12.44% respectively from the previous year [3] Analyst Estimates and Stock Performance - Changes in analyst estimates for Plug Power are crucial as they often reflect short-term business dynamics, with positive adjustments indicating a favorable outlook on business health and profitability [3] - The Zacks Rank system, which incorporates estimate changes, has a strong track record of outperforming, with stocks rated 1 yielding an average annual return of +25% since 1988 [5] Industry Context - Plug Power operates within the Electronics - Miscellaneous Products industry, which is part of the Computer and Technology sector, currently holding a Zacks Industry Rank of 86, placing it in the top 35% of over 250 industries [6]

A good run might be coming to an end for the stock, but Plug Power is riding a wave of interest in energy alternatives. ...

Plug Power (PLUG) shares pushed notably to the upside today after the clean energy firm said its Georgia green hydrogen facility reached record production of 324 metric tons in August 2025. The hydrogen fuel cell specialist also recorded impressive operational metrics of 97% uptime and 99.7% availability, validating the commercial scalability of PLUG’s GenEco electrolyzer tech. More News from Barchart While Plug Power stock has reversed its gains in recent hours, it’s still trading roughly 250% above it ...

Industry Overview - Companies in the Zacks Alternate Energy-Other industry are gaining importance as nations aim to reduce fossil fuel reliance and lower emissions from electricity generation [1] - Fuel-cell systems are emerging as a promising clean technology, producing electricity through an electrochemical reaction with hydrogen and oxygen, resulting in water and heat as byproducts [1] Company Focus: Bloom Energy Corporation (BE) - Bloom Energy utilizes solid-oxide fuel cell technology to generate clean electricity, capitalizing on its Energy Server system that connects directly to customers' electrical feeds [3] - The modular design of Bloom Energy's systems allows for scalable capacity from hundreds of kilowatts to several hundred megawatts, providing continuous power [3] - The company is well-positioned to benefit from the global shift toward sustainable energy solutions, supporting long-term revenue growth and margin expansion [3] Company Focus: Plug Power Inc. (PLUG) - Plug Power employs hydrogen fuel cell technology, particularly through its GenDrive systems designed for material handling equipment, offering efficiency advantages over conventional battery solutions [4] - The company is positioned for sustained long-term growth driven by the shift to clean energy and the need to decarbonize logistics, despite facing near-term profitability challenges [4] Earnings Growth Projections - The Zacks Consensus Estimate for Bloom Energy's earnings per share in 2025 and 2026 has increased by 71.43% and 51.04% year-over-year, respectively, with a long-term growth projection of 28.02% [6] - For Plug Power, the earnings per share estimates for 2025 and 2026 have increased by 77.24% and 41.76% year-over-year, respectively [13] Financial Performance Metrics - Bloom Energy's return on equity (ROE) is 6.8%, significantly higher than Plug Power's ROE of -90.22% [7][9] - Bloom Energy's times interest earned (TIE) ratio is 1.4, indicating financial flexibility to meet interest obligations, while Plug Power's TIE ratio is -36.1, suggesting challenges in meeting debt obligations [11] - Bloom Energy's debt-to-capital ratio stands at 69.05%, compared to Plug Power's 28.18%, indicating a higher reliance on debt for operations [10] Valuation Metrics - The price-to-sales ratio for Bloom Energy is 9.91X, while Plug Power's is 3.73X, reflecting different valuations by investors [12] Price Performance - Over the last year, Bloom Energy's stock has increased by 694.4%, outperforming Plug Power's 32.5% increase, driven by rising demand for clean power from data centers [14] Conclusion - Bloom Energy's stronger earnings estimates, higher ROE, and better TIE ratio position it as a more favorable investment compared to Plug Power within the fuel cell technology sector [17]

We recently published 10 Stocks Stealing Wall Street’s Spotlight. Plug Power Inc. (NASDAQ:PLUG) is one of the top performers on Monday. Shares of Plug Power soared for a 9th straight session on Monday, adding 21.56 percent to close at $2.65 apiece, as investors snapped up shares in stocks and industries that would largely benefit from the booming artificial intelligence sector. This followed Nvidia Corp.’s $100 billion investment in OpenAI, which will see the deployment of at least 10 GW of Nvidia system ...

Key Points Plug Power held an investor day in Georgia today. The company's new green hydrogen plant just hit a new record for monthly production in August. 10 stocks we like better than Plug Power › Plug Power (NASDAQ: PLUG) stock, maker of everything hydrogen, from fuel cells to the hydrogen gas that fuels them, soared more than 19% in morning trading on the Nasdaq Tuesday -- before giving back almost all its gains by early afternoon. As of 12:30 p.m. ET, Plug stock has gone essentially full circl ...

Core Insights - Shares of Plug Power, FuelCell Energy, and Bloom Energy have surged in 2025 due to increased demand in the AI-driven data center market and new partnerships [1][2] - The rise of hyperscale data centers is pushing operators to seek scalable, emission-free power solutions to meet growing energy needs [1][2] Plug Power - Plug Power has reached new milestones in green hydrogen production and fuel cell integration, providing rapid response and scalability for hyperscale operators [3] - The stock has increased by 90% over the past six months, driven by retail investor interest [3] FuelCell Energy - FuelCell Energy has gained attention for multi-megawatt deployments with major global data center partners, including pilot projects in Korea and new installations in the U.S. [4] - The stock has surged by 130% in the past month, reflecting the demand for its modular platforms that allow phased expansion [4] Bloom Energy - Bloom Energy differentiates itself with solid oxide fuel cell systems that enable instant, local power generation for large brands, including partnerships with Oracle Corp. [5] - The stock has skyrocketed by 280% in 2025, highlighting significant investor and industry interest [5] Industry Impact - All three companies are essential in supporting the ongoing AI revolution, addressing grid bottlenecks and driving stock rallies [6]

The hydrogen technology provider is on a 10-day winning streak. ...