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One company is cash-flow positive with a cleaner balance sheet; the other burns cash but serves a larger market.

Shares of Bloom Energy (NYSE:BE) have gone on a month-long tear that stands out against both the broad market and every other name in its immediate neighborhood. Bloom Energy stock is at $277.81, having gained 38% over the past month, a run big enough to make the take-profits-or-buy-more question the one worth asking on this […]

Several analysts remain very bullish on Plug Power stock.

Bloom Energy's S&P 500 addition triggered mechanical buying pressure, but rival fuel cell stocks with no connection to the rebalance are surging alongside it, pointing to a second, more powerful force at work in the sector.

PLUG's revenue recovery and rising electrolyzer demand offer long-term promise, despite persistent losses and financial pressures.

A quarterly index reshuffle just handed one fuel cell maker a flood of forced buying while simultaneously punishing a former Wall Street darling with an unusually steep demotion, and the two moves are opposite sides of the same mechanical trade.

Bloom Energy is surging while its closest fuel cell peers barely budge, and the reason behind the split reveals something important about where AI power demand is actually landing.

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.

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.

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

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's turnaround plan is gaining steam.

Plug Power Stock Rallies on Strong Q2 Results and a Major Margin Turnaround

Plug Power posted a quarter that stopped traders in their tracks, but the stock still sits near multi-year lows and the company keeps missing on earnings. Here is what the margin numbers actually signal about whether this turnaround has legs.

Plug Power is moving in the right direction, but profitability could still be challenging.

Plug Power Inc (PLUG) raises full-year revenue guidance to 15-16% growth as cost discipline and operational improvements drive significant margin expansion.

Plug Power (PLUG) delivered earnings and revenue surprises of +12.50% and +6.30%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Plug Power Inc. (NASDAQ:PLUG) reported second quarter results that exceeded analyst expectations, with revenue of $178.3 million surpassing the consensus estimate of $168.76 million. The hydrogen solutions provider posted adjusted earnings per share of -$0.07, beating the analyst estimate of -$0.08.

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

Fuel cell technology Plug Power (NASDAQ:PLUG) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 2.5% year on year to $178.3 million. Its GAAP loss of $0.14 per share was 78.2% below analysts’ consensus estimates.

Hydrogen investors face a tough choice as Plug Power and FuelCell Energy pursue distinct paths across a fast-evolving market.

One generates billions in free cash flow but faces commodity volatility; the other burns cash while betting on hydrogen's future.

One company has turned cash-flow positive while burning through $661 million in capital; the other faces liquidity crises and lawsuits.

Bloom Energy's blockbuster quarterly results finally hit the market a day late, and a fresh Wall Street upgrade is pouring fuel on a rally that's pulling the entire fuel-cell sector along for the ride.

One is pre-revenue with zero debt; the other generates $710 million in sales but burns cash faster.

Plug Power shares have consistently struggled to hold onto their gains.

FuelCell Energy and Bloom Energy have spent 2025 riding the same AI data center power wave, but Monday's trading just cracked that story wide open and forced investors to pick a side.

The volatile energy companies are benefiting from AI-related demand and hype.