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Why Has Plug Power Stock Popped 163% in 5 Weeks?
Yahoo Finance· 2025-10-07 15:39
Key Points Plug Power's electrolyzer business is picking up. It expects to become profitable by the end of 2028. One analyst just put a price target of $7 a share on Plug Power stock. 10 stocks we like better than Plug Power › Plug Power (NASDAQ: PLUG) is a textbook example of how swiftly investor sentiment can flip. As of Aug. 31, the hydrogen stock had tumbled over 25% in the year. Then came September, and in a stunning turnaround, shares of Plug Power soared 48.4% during the month, according to ...
Billionaire Philippe Laffont Sold Warren Buffett Favorite Domino's Pizza and Has Loaded Up on a Hydrogen Stock That's Rallied 156% in a Month
The Motley Fool· 2025-10-07 07:06
Group 1: Coatue Management's Portfolio Changes - Coatue Management's billionaire boss, Philippe Laffont, sold all 322,621 shares of Domino's Pizza during the first quarter of the year, having held the stock since Q4 2023 [6][5] - Laffont's decision to sell Domino's Pizza may be attributed to profit-taking, as he is known for being an active trader who capitalizes on gains [7][8] - The sale of Domino's Pizza comes amid concerns about inflation impacting the company's bottom line, with rising ingredient costs potentially forcing price increases that could alienate customers [9] Group 2: Domino's Pizza Valuation Concerns - Domino's Pizza has a strong track record with 31 consecutive years of same-store sales increases, which has led to a premium valuation [10] - However, the stock's forward price-to-earnings (P/E) ratio has fluctuated between 22 and 27, raising concerns about its valuation in a historically high-priced market [11][12] Group 3: Investment in Hydrogen Stock - Philippe Laffont has made a significant investment in Plug Power, acquiring 4,098,713 shares, which has seen a stock surge of over 60% recently [14] - Plug Power aims to establish a green hydrogen ecosystem, expanding beyond forklifts to include hydrogen vehicles and infrastructure [16] - Despite the potential, Plug Power has faced challenges with profitability, having lost over $7 billion since its inception and continuing to burn cash [19][20]
多方发力化解绿电交易难题
Jing Ji Ri Bao· 2025-10-03 21:59
打破空间局限,实现多能互补。加大对绿电直流电网的建设,实现绿电的"西电东送",解决东西绿电的 区域供需矛盾,但要做好绿电的追踪和计量,为后期绿电认证做准备。例如,为了推动"绿电入鲁",山 东省积极筹备"陇电入鲁"工程的建设。采用"农光互补"等绿电生产模式,在用电高负荷地区分布式安装 光伏和风机,并鼓励分布式可再生电能参与绿电交易,实现差序补能、多能互补,缓解区域用电压力。 一个典型例子是,2023年杭州亚运会实现了亚运会历史上的100%绿电供应,绿电交易电量达6.21亿千 瓦时,其中一部分来自青海、甘肃、新疆等地集中式的光电和风电,一部分来自浙江省内分布式的光电 和风电。 健全绿电认证,完善交易市场。完善绿电交易认证机制,建立多渠道认证途径,以适应全行业绿电消费 诉求,缓解高耗能产业发展压力。加强绿电交易与碳排放权的有效衔接,促进绿电交易市场的良性发 展,实现绿电交易、绿证交易与碳交易市场的有机融合。建立完善的监督和追责机制,对绿电生产、绿 电计量、绿证核发、绿电交易等环节予以实时动态追踪和监督,并核对电企与用户提供的绿电消纳数 据,对造假行为给予相应惩罚,强制约束和规范电企与用户间的不当行为,提高绿证权威性 ...
Why Plug Power Stock Popped 66% This Week to a 52-Week High
The Motley Fool· 2025-10-03 17:35
An analyst expects Plug Power stock to more than double.Plug Power (PLUG 28.98%) is absolutely crushing the markets, surging a jaw-dropping 66% this week alone through Friday noon, according to data provided by S&P Global Market Intelligence.First deliveries of electrolyzers to a major site and a massive analyst upgrade has sent the hydrogen stock into a tizzy. Plug Power stock is on fireOn Friday, H.C. Wainwright analyst Amit Dayal upgraded Plug Power stock's price target to $7 per share from $3 a share. A ...
Can Rising Electrolyzer Demand be a Catalyst for PLUG's Long-Term Growth?
ZACKS· 2025-10-03 13:30
Key Takeaways Plug Power's electrolyzer revenues jumped 200% year over year in Q2 2025.Growing demand comes from industrial users and energy sectors worldwide.New projects in Portugal and Uzbekistan highlight Plug Power's global reach.Plug Power Inc.’s (PLUG) electrolyzer product line is emerging as the primary growth driver. In the second quarter of 2025, revenues from this product line surged approximately 200% on a year-over-year basis. This sharp rise was supported by increased product deliveries and ne ...
How Plug Power’s Smart Pivot Is Outsmarting Trump’s Tax Attack - Plug Power (NASDAQ:PLUG)
Benzinga· 2025-10-02 12:18
Plug Power Inc (NASDAQ:PLUG) just pulled a power move that Wall Street didn't miss. As Donald Trump's tax overhaul threatens to crimp the U.S. hydrogen boom, the company has planted its biggest flag yet in Europe — and the market is taking notice.Track PLUG stock here.Portugal's 100MW BetThis week, Plug shipped its first 10MW GenEco™ electrolyzer to Galp's Sines refinery in Portugal, the first installment of a 100MW project that will rank among Europe's largest green hydrogen hubs. Once fully commissioned, ...
Plug Power Delivers First Electrolyzer for 100MW Green Hydrogen Project at Galp's Sines Refinery
Globenewswire· 2025-10-01 11:08
Core Viewpoint - Plug Power Inc. has delivered its first 10MW GenEco™ electrolyzer array to Galp, marking a significant step in the development of green hydrogen solutions in Europe [1][19]. Company Developments - The 10MW module is the first of 10 similar arrays to be delivered, aiming for a total electrolyzer capacity of 100MW by early 2026 [2][18]. - This project is Plug's largest worldwide, expected to produce up to 15,000 tons of renewable hydrogen annually, replacing 20% of the grey hydrogen currently used at Galp's Sines Refinery [3][19]. - The project will reduce greenhouse gas emissions at the refinery by approximately 110,000 tons per year [3]. Industry Impact - The collaboration between Plug and Galp is seen as a model for large-scale hydrogen deployment in the refining sector and the broader energy industry [4]. - Galp's investment of €650 million in a 100MW green hydrogen electrolysis unit is part of a decisive step towards decarbonization in the industry [5]. - The project demonstrates that hydrogen can be deployed at a scale that meets operational demands and supports refinery decarbonization [7]. Market Position - Plug Power is advancing multi-gigawatt electrolyzer deployments in Europe, supported by a $2 billion global opportunity funnel [8]. - The company has deployed over 72,000 fuel cell systems and is the largest user of liquid hydrogen, indicating strong market leadership [12].
CHARBONE Hydrogen Announces $2M Convertible Debentures Replacement
Thenewswire· 2025-09-18 23:05
Core Viewpoint - CHARBONE Hydrogen Corporation has signed Replacement Debentures amounting to $2,050,000, amending terms of existing secured convertible debentures to enhance financial flexibility and support operational growth [1][4]. Group 1: Replacement Debenture Details - The new Replacement Debenture will be subject to approval from the TSX Venture Exchange [3]. - The maturity date for the debentures has been extended from September 30 and October 31, 2025, to September 30, 2026 [7]. - The convertible balance has increased from $1.7 million to $2.1 million, maintaining the same annual interest rate of 12%, payable monthly [7]. - The conversion price of the debentures has been adjusted from $0.10 per share to $0.07 per share [7]. Group 2: Company Overview - CHARBONE is focused on green hydrogen production and distribution, specializing in Ultra High Purity (UHP) hydrogen and the strategic distribution of industrial gases in North America and the Asia-Pacific region [5]. - The company is developing a modular network for green hydrogen production and partnering with industry players to supply helium and other specialty gases, aiming to diversify revenue streams and reduce risks [5].
Ameresco tapped by Kimberly-Clark as engineering service provider for U.K. green hydrogen projects
Seeking Alpha· 2025-09-18 13:02
Group 1 - Ameresco secured a contract with Kimberly-Clark to act as the engineering service provider for the U.K.'s first Green Hydrogen Program in the consumer goods sector [4] - The announcement led to a pre-market stock increase of 3.1% for Ameresco [4]
Ameresco Appointed as Engineering Service Provider for Kimberly-Clark UK Hydrogen Boiler Projects
Businesswire· 2025-09-18 12:05
Group 1 - Ameresco, Inc. has secured a contract with Kimberly-Clark UK to act as the Engineering Service Provider for the UK's first Green Hydrogen Program in the consumer goods sector [1] - Kimberly-Clark is recognized for its leading household brands such as Andrex® and Kleenex® [1] - This initiative marks Kimberly-Clark as the first major consumer goods company in the UK to commit to a Green Hydrogen Program [1]