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Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.
Vista plant visit puts Plug Power (PLUG) operations in focus Plug Power (PLUG) recently hosted investors for a Vista plant tour and a management meeting with UBS, providing closer insight into how its hydrogen products business operates and how current projects align with its broader commercial goals. Plug Power's recent Vista event comes after a mixed stretch for the stock, with a 1 month share price return of 15.82% and a 7 day share price return of 3.18%, but a 3 year total shareholder...
Bloom Energy's AI data-center demand, rapid onsite power deployment and stronger growth outlook give it an edge over FuelCell Energy.
Hydrogen stocks split sharply Thursday as one ticker absorbed almost every dollar of risk appetite flowing into the sector, and the reason has nothing to do with company news or fundamentals.
Plug Power (NASDAQ:PLUG) stock is down 5% to $2.16 in midday trading Wednesday, leading a pullback across the fuel cell pure plays. There’s no fresh company release driving the slide, and Plug Power’s official news wire sits empty today. Meanwhile, Bloom Energy (NYSE:BE) shares are down 1% to $214.97, thus holding up better than PLUG ... Plug Power Sinks 5%, Bloom and FuelCell Slip: Is the Hydrogen Trade Narrowing to One Name?
Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.
This on-site power supplier is posting elite growth, so why does the market already price it at the richest multiple in its peer group.
Hyperscalers are scrambling for power that the grid simply cannot deliver fast enough, and one fuel cell company just reported a 165% revenue surge while its stock sits 12% off its peak. The question is whether the selloff is a warning or a window.
A congressional disclosure just turned one fuel cell stock into the morning's biggest mover, but the filer's cost basis tells a very different story than today's price tag.
Investors should be wary of Plug Power's comeback.
Bloom Energy's revenue has surged to $1.1 billion quarterly while Plug Power stagnated near $178 million, widening a gap that shapes competitive positioning.
The hydrogen trade is fracturing into two completely different businesses, and the sector ETF is hiding almost all of it. What the flat fund price is masking could change how you size every position in this theme.
Plug Power and Bloom Energy will benefit from a sustained turnaround in the hydrogen industry.
The hydrogen trade is splitting Friday, refusing the tidy “yesterday’s rout reverses” script that a bounce after Thursday’s selloff might have suggested. FuelCell Energy (NASDAQ:FCEL) stock is up 5% to $19.36 in Friday midday trading, leading the rebound after taking the worst of yesterday’s damage. Meanwhile, Plug Power (NASDAQ:PLUG) stock is climbing 4% to $2.29, ... FuelCell Energy Jumps 5%, Plug Power Climbs 4%, Bloom Energy Slips as the Hydrogen Trade Splits
In the past quarter, Plug Power reported second-quarter 2026 revenue of US$178.3 million, up from US$173.97 million a year earlier, while narrowing its quarterly net loss to US$188.21 million and reducing basic loss per share from continuing operations to US$0.14. Alongside this, the company raised its full-year 2026 revenue growth guidance to 15%–16%, reflecting confidence backed by stronger material handling deployments and new international electrolyzer projects, even as it continues to...
A number of stocks fell in the afternoon session after surging long-term Treasury yields crushed the group's cost-of-capital outlook.
Hydrogen stocks are falling together Thursday, but the damage is landing in one place far harder than the others, and the reason has nothing to do with any of the companies themselves.
On August 10, Plug Power (NASDAQ:PLUG) held its second-quarter earnings call, and the numbers pointed toward a company closing the gap between its long-promised turnaround and reality. Revenue climbed to $178 million, gross margin crept to nearly break-even, and management raised its full-year growth guidance for the second time this year. CEO Jose Luis Crespo […]
Rising Treasury yields are dragging hydrogen and fuel cell stocks lower Tuesday, but the selling is hitting each company differently, and the pattern reveals something specific about what the market fears most right now.
Gross margins swung sharply positive as revenue climbed 9% sequentially.
Plug Power’s second quarter results were met with a strong positive market reaction, driven largely by management’s focus on margin improvement and operational discipline. The company’s leadership credited progress in its restructuring program, Quantum Leap, for driving a substantial recovery in gross margin and a notable reduction in operating expenses. CEO Jose Luis Crespo highlighted a “meaningful step” in gross margin, approaching breakeven, which he attributed to improved service reliabilit
Plug Power's collaboration with Microsoft to explore hydrogen fuel cell technology opens up a new market opportunity, but it doesn't represent a strategic shift for the company.
The fuel cell maker's earnings multiple is measured on a trailing year, while the guidance management has raised describes a far bigger business. That mismatch moves the buy decision onto delivery rather than demand.
Bloom Energy's 143% YTD surge reflects rising AI power demand, but its premium valuation raises questions for investors.
Fuel cell technology Plug Power (NASDAQ:PLUG) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 2.5% year on year to $178.3 million. Its non-GAAP loss of $0.07 per share was in line with analysts’ consensus estimates.
Plug Power beat second-quarter estimates with revenue of $178.3 million and raised its 2026 revenue growth outlook 15% to 16%, as gross margin approached break-even and cash burn improved.
Plug Power stock is trying to rebuild investor confidence after a long stretch of value destruction, yet current valuation checks still suggest it is not an obvious bargain. The share price is up over the past year, but that sits against a much longer period of weak returns and a low value score. Over the past 5 years, Plug Power shareholders have seen the stock fall 91.4%, which sets a cautious backdrop for any renewed optimism around the current price. Recent revenue growth and margin...
Plug Power's turnaround plan is gaining steam.
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