Core Viewpoint - Plug Power's stock has seen a nearly 25% increase over the past five trading days, driven by positive developments including a significant commercial agreement with Uline, a major logistics company in North America [1][2] Group 1: Partnership with Uline - The partnership with Uline has been extended through 2030, providing long-term revenue visibility and stability, which is crucial for Plug Power as it scales operations and moves towards profitability [6] - Plug Power will supply up to 15 tons per day of liquid green hydrogen to Uline, ensuring predictable demand and securing revenue from its production plants [6][8] - The agreement includes the deployment of Plug's complete fuel cell ecosystem at up to 10 additional Uline distribution centers, enhancing future high-margin equipment sales [6][4] Group 2: Vertical Integration Strategy - The Uline contract validates Plug Power's vertical integration strategy, demonstrating strong commercial demand for its hydrogen and securing a recurring revenue stream [4][7] - By controlling its hydrogen supply, Plug Power can improve gross margins and reduce reliance on the historically volatile third-party hydrogen market [7][9] Group 3: Financial Backing and Growth - The construction of Plug Power's production network was supported by a $1.66 billion conditional loan guarantee from the U.S. Department of Energy, which is now yielding commercial dividends [9] - The company has successfully commissioned its production facilities, including the largest liquid green hydrogen plant in North America, which is crucial for fulfilling the Uline contract [8] Group 4: Market Sentiment and Future Outlook - The investment narrative for Plug Power is shifting from historical losses to a focus on operational execution and future earning potential, aided by the Uline deal and government support [12][11] - Insider confidence is reflected in recent share purchases by Plug Power's CFO, indicating a positive outlook for the company's trajectory [11]

One shareholder got greedy, and all Bloom shareholders are suffering for it today.Well that was quick! Just 24 hours after J.P. Morgan upgraded hydrogen fuel cell company Bloom Energy (BE -8.57%) stock on Wednesday, sending Bloom stock soaring 18% in a day, Bloom stock is turning tail and tumbling back down again.Bloom stock fell 9% through 12:30 p.m. ET. Bloom's ups and downsJ.P. Morgan nearly doubled its target price yesterday, advising investors to buy Bloom stock on the theory that Congressional "48E ta ...

Integrated fuel cell thermal capabilities can reduce cooling costs and boost energy efficiencyDANBURY, Conn. and SEOUL, South Korea, July 10, 2025 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (Nasdaq: FCEL) and Inuverse, a developer of next-generation AI-specialized hyperscale data centers, have announced a strategic Memorandum of Understanding (MOU) to explore opportunities to deploy up to 100 megawatts (MW) of fuel cell-based power in phased increments starting in 2027 at the AI Daegu Data Center (AI DDC), w ...

PLYMOUTH, Mich. and ROLLE, Switzerland, July 10, 2025 (GLOBE NEWSWIRE) -- Garrett Motion Inc. (Nasdaq: GTX), a leading provider of differentiated automotive technology, today announced that it plans to release its second quarter financial results on Thursday, July 24, 2025, prior to the opening of the market trading in the United States. Garrett will host a conference call that same day at 8:30 am EDT / 2:30 pm CET. To participate in the conference call, please dial +1-877-883-0383 (U.S.) or +1-412-902-6506 ...

Core Viewpoint - JPMorgan analyst Mark Strouse upgraded Bloom Energy Corp to Overweight from Neutral, raising the price forecast from $18 to $33 due to the unexpected eligibility of fuel cells for 48E tax credits under the finalized OBBB legislation, which could enhance revenue and margin expectations starting in fiscal year 2026 [1] Group 1: Revenue and Margin Expectations - The eligibility for 48E tax credits is expected to lead to increased revenue and margin expectations, surpassing the 19% year-over-year increase implied in the midpoint of FY25 guidance [1] - Improved factory utilization and stronger pricing power with data center clients, along with higher volumes from cost-sensitive customers, could further enhance product margins [2][3] Group 2: Financial Projections - Strouse projects FY26 pro forma EBITDA of $420 million on $2.21 billion in revenue, compared to $275 million on $2.04 billion this year, with Street estimates at $319 million and $2.09 billion respectively [4] Group 3: Market Sentiment and Risks - Bloom Energy's second-quarter commentary is viewed as more positive than peers following the finalization of the OBBB, although uncertainty remains around safe harbor provisions from the July 7 Executive Order, which may affect investor sentiment in solar and wind [4] - Potential risks include the absence of a permanent CFO, which could shift priorities towards growth over profitability, and the possibility of customers deferring FY25 orders to take advantage of the 48E credits starting in January 2026 [5]

Group 1 - Bloom Energy stock has seen a significant increase, with a 15.5% rise on the day and a potential target price of $33 set by J.P. Morgan, indicating an additional 18% upside over the next 12 months [1][3] - J.P. Morgan's optimism is driven by the maintenance of 48E tax credits in the recent legislation, which is expected to enhance profit margins and stimulate fuel cell system deployments, thereby increasing revenue for Bloom Energy [3][4] - The anticipated financial benefits from the tax credits are expected to start reflecting in Bloom's results by fiscal year 2026, with potential guidance improvements as early as the upcoming Q2 earnings report on July 31 [4] Group 2 - Despite the positive outlook, Bloom Energy's stock is considered expensive, trading at a P/E ratio exceeding 1,000, even though the company achieved profitability in Q4 of the previous year [5] - The company generated positive free cash flow of approximately $77 million over the last 12 months, resulting in a high price-to-free cash flow ratio of 73, which raises concerns about the stock's valuation even with projected profit growth of 25% annually [6]

The shares of Schaeffer's 2025 Top Stock Pick Bloom Energy Corp (NYSE:BE) are up 12.5% to trade at $27.33 at last check, on the heels of an upgrade from J.P. Morgan to "overweight" from "neutral" and price-target hike to $33 from $18. The analyst noted fuel cell tax credits, higher factory absorption, as well as incremental pricing power.There's room for additional firms to strike a bullish tone, as 11 of the 20 in question still sport a "hold" or worse rating. Plus, the 12-month consensus target price of $ ...

VANCOUVER, BC, July 9, 2025 /PRNewswire/ - Ballard Power Systems (NASDAQ: BLDP) (TSX: BLDP) will hold a conference call on Monday, August 11th, 2025 at 8:00 a.m. Pacific Time (11:00 a.m. Eastern Time) to review second quarter 2025 operating results. The live call can be accessed by dialing +1-833-821-2814 (Canada/US toll free). Alternatively, a live webcast can be accessed through a link on Ballard's homepage (www.ballard.com). Following the call, the webcast will be archived in the 'Earnings, Interviews & ...

New Deal Strengthens Domestic Hydrogen Supply, Reduces Cost Structure and Supports Continued Growth of Plug Applications SLINGERLANDS, N.Y., July 09, 2025 (GLOBE NEWSWIRE) -- Plug Power Inc. (NASDAQ: PLUG), a global leader in comprehensive hydrogen solutions, today announced a new multi-year enhanced supply agreement with a leading U.S.-based industrial gas company and longtime hydrogen partner through 2030. The agreement extends the companies' current strategic relationship through 2030, securing reliable ...

Key Takeaways PLUG faces declining hydrogen equipment sales, negative margins and high cash burn pressures. A $1.66B DOE loan backs PLUG's plan to build six green hydrogen plants across the US. New JV with OLN and tax credit extensions may aid PLUG's long-term hydrogen growth strategy.Plug Power Inc. (PLUG) has been plagued with a high cash burn rate and negative gross margins over the past several quarters. Decline in revenues from the sales of hydrogen equipment and related infrastructure has been weigh ...