Plug Power Inc. PLUG

Plug Power Inc. es un proveedor de tecnología de energía alternativa centrado en el diseño, desarrollo, comercialización y fabricación de sistemas de celdas de combustible de hidrógeno utilizados para el mercado industrial fuera de carretera y el mercado de energía estacionaria. La línea de productos de la empresa incluye GenKey, GenDrive, GenFuel, GenCare y ReliOn. GenKey ofrece soluciones a clientes que están haciendo la transición de sus vehículos de manejo de materiales a energía de celdas de combustible. GenDrive es un sistema de celdas de combustible de membrana de intercambio de protones (PEM) alimentado con hidrógeno. Proporciona energía a los vehículos de manejo de materiales. GenFuel es un sistema de entrega de combustible de hidrógeno. Está diseñado para permitir a los clientes repostar sus unidades GenDrive para aumentar la productividad. GenCare es un programa de mantenimiento continuo tanto para las celdas de combustible GenDrive como para los productos GenFuel. ReliOn es una solución de celdas de combustible estacionarias. Proporciona energía escalable y modular de celdas de combustible PEM para respaldar los requisitos de energía de respaldo y soporte de red de los sectores de telecomunicaciones, transporte y servicios públicos.

• Zacks Investment Research 30 sept

  Plug Power (PLUG) Increases Despite Market Slip: Here's What You Need to Know

  Plug Power (PLUG) closed at $1.94, up 1.57% and outperforming the S&P 500's 0.25% decline. Despite a monthly decline of 8.61%, the company's upcoming earnings show projected EPS improvement of 41.67% and revenue growth of 4.57% year-over-year. The stock holds a Zacks Rank #3 (Hold) rating with unchanged consensus estimates over the last 30 days.

  

• Zacks Investment Research 29 sept

  Can Plug Power's Green Hydrogen Expansion Drive Sustainable Growth?

  Plug Power is expanding its green hydrogen electrolyzer business globally with projects in the UK, Australia, New Zealand, Denmark, Portugal, and Spain. Q2 2026 showed sequential revenue growth of 9% to $178.3M and improved gross margins to -0.9%. The company targets 15-16% revenue growth for 2026 and positive EBITDA by Q4, though it continues to face cash burn challenges. Competitors FuelCell Energy and Bloom Energy are also advancing their clean energy platforms.

  

• The Motley Fool 22 sept

  Bloom Energy vs. Plug Power: Which Fuel Cell Stock Is a Better Buy in 2026?

  Bloom Energy and Plug Power represent different approaches to the hydrogen and fuel cell market. Bloom Energy focuses on solid-oxide fuel cells for data centers with strong near-term profitability prospects, while Plug Power is building a comprehensive green hydrogen ecosystem with significant long-term potential. Despite Bloom's superior current financials and expected profitability in 2026, the article recommends Plug Power as the better long-term buy due to its dramatically lower P/S ratio and positioning in the growing renewable hydrogen market.

  

• The Motley Fool 20 sept

  Plug Power vs. Bloom Energy: Which Hydrogen-Adjacent Stock Actually Has a Real Business Model?

  Bloom Energy and Plug Power are both positioned in the hydrogen economy but operate differently. Bloom Energy is thriving with 166% revenue growth, $1B+ quarterly revenue, and strong profitability driven by data center demand for on-site power solutions. Plug Power is undergoing a turnaround from accumulated $8.7B losses, though it's making progress toward profitability by 2028. The article suggests Bloom Energy is the stronger investment opportunity currently.

  

• Zacks Investment Research 18 sept

  Plug Power (PLUG) Stock Falls Amid Market Uptick: What Investors Need to Know

  Plug Power stock declined 1.89% to $2.08, underperforming the broader market which gained 0.17%. The alternative energy company has lost 3.64% over the past month. Analysts expect the company to report an EPS of -$0.07 (41.67% improvement year-over-year) and revenue of $185.14 million (4.57% increase). The stock holds a Zacks Rank of #3 (Hold) with stagnant consensus EPS estimates over the past month.