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PLPLUG

Plug Power Inc.

$PLUG·$2.6B·Hardware, Equipment & Parts·Technology
$2.15-2.7%YTD+7.5%1Y+41.4%
Mentions · last 7 days
2026-07-09: 410 posts2026-07-10: 462 posts2026-07-11: 132 posts2026-07-12: 264 posts2026-07-13: 528 posts2026-07-14: 291 posts2026-07-15: 358 posts2,475-1%
Price updated 14h ago·X counts updated 2d ago
PLPLUG
$PLUGPlug Power Inc.
$2.15-2.71%2.5k posts-1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $PLUG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Sold a data center campus for $142M and won an Australian green-hydrogen deal — but this is still a business burning $600M+ a year.

Plug Power is the pure-play hydrogen fuel-cell company whose stock has spent five years testing the boundary between hopeful and broken. Recent liquidity actions (Stream data center sale, Australia green-hydrogen win) are the first concrete inflection signals in a while.

  • The revenue base is finally growing again: Q1 2026 revenue grew 22% YoY to $164M, though gross margin remained negative at -13% and operating margin at -64% — the ramp is real, but unit economics still require electrolyzer scale to hit inflection, and today's $2.21 price bets against that being close.
  • The Stream data center liquidity event is meaningful capital: on July 13 Plug amended the Stream asset purchase agreement to $142M with staged closings through March 2027, plus $80M in near-term liquidity as part of a $275M+ initiative — real cash, not dilution, buying 4-6 quarters of runway.
  • Insider grants tell a different story than sales: the June 25 grant cycle awarded $1.3M to CFO Middleton at $1.46, $2.2M to Fullerton at $2.70, and $4.17M to Crespo at $2.70 — real executive-level equity alignment at prices near current spot, not top-tick distribution.

The August 10 Q2 earnings are the near-term arbiter — Q2 revenue above the $164M Q1 base, gross margin trajectory improving from -13%, any electrolyzer-order announcement extend the coiling setup toward the community-modeled $4.80 target. Continued negative gross margin without electrolyzer scale keeps the tape sub-$2.50.

Agrees with X sentimentX is bullish on accumulation, citing the Australia green-hydrogen deal, the Lhyfe demand signal, and community accumulation targeting $4.80 for 2027 — the recent Stream data center deal ($142M sale + $80M near-term liquidity) partly validates the framing. Mechanics support the coiling read: Q1 revenue +22% YoY, and the June insider grant cycle (Crespo $4.17M at $2.70) is genuine executive alignment near current spot. The tension is that gross margin is still -13% and this is a company burning cash — timing on the electrolyzer scale is not settled.

What to watch: The August 10 Q2 earnings. Watch Q2 revenue vs $164M Q1 base, gross margin trajectory (need move toward zero from -13%), any named electrolyzer order or hydrogen off-take agreement. Continued negative gross margin without electrolyzer-scale commentary keeps the tape sub-$2.50.

On the calendar: 2026-08-10 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment12 posts analyzed · as of 2026-07-15

Plug Power chatter is bullish accumulation. PLUG scored a major green-hydrogen win in Australia - a fresh catalyst driving investor attention. Community adds at $2.42 with a 100% 2027 target of $4.80. Trader rotated $BE profits into PLUG. Bulls point to Lhyfe needing 84 trailers EU as a demand signal supporting $1/kg hydrogen scenario by 2030. Charts show consolidation with $4.25 resistance historically capping upside; community expects a break requires an aggressive buyer. Community broadly long.

Read the AI verdict + X sentiment for $PLUG

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  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides green hydrogen production, liquefaction, and fuel cell systems targeting warehouse forklifts, logistics, and heavy transport.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $PLUG.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $PLUG

Partial — Provides green hydrogen production, liquefaction, and fuel cell systems targeting warehouse forklifts, logistics, and heavy transport; this segment overlaps with the AI data center networking and compute hardware buildout but is not the dominant revenue driver.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.9%YTD
+116.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-31.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-82.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-18.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-139%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-25.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 11, 2026$-0.18$-0.09-100.0%
Q4 2025Mar 2, 2026$-0.06$-0.10+40.0%
Q3 2025Nov 10, 2025$-0.12$-0.13+7.7%
Q2 2025Aug 11, 2025$-0.16$-0.15-6.7%
Next earningsMon, Aug 10·consensus EPS $-0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$163.5M+22.3%-13.2%-63.6%$-0.18$-158.2M
Q4 FY25$225.2M+17.6%2.4%-47.5%$-0.73$-157.7M
Q3 FY25$177.1M+1.9%-67.9%-139%$-0.31$-119.9M
Q2 FY25$174.0M+21.4%-30.7%-88.3%$-0.20$-230.4M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$813.4M$807.7M – $820.4M-$0.34-$0.42 – -$0.2214
FY27$964.1M$894.5M – $1.1B-$0.16-$0.20 – -$0.1313
FY28$1.2B$1.2B – $1.2B-$0.11-$0.25 – $0.0012
FY29$1.5B$1.4B – $1.6B-$0.09-$0.10 – -$0.0811
FY30$1.9B$1.8B – $2.0B-$0.04-$0.05 – -$0.046

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.24%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-30.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-18.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.175-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 8Maureen O HelmerDirector50.0K sh$162K
+ 25 other (25 awards) in window

See when $PLUG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 138-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Plug Power (PLUG) announced on July 13, 2026, that it has entered into an amendment to its asset purchase agreement with Stream, extending the outside closing date to March 31, 2027, and fixing the purchase price at $142.0 million. Stream's $6.5 million escrow deposit (plus accrued interest) has been released to Plug Power and will be credited against the purchase price at final close. Stream is required to deposit an additional $10.0 million at the interim real property closing, also to be credited at final close. A framework for an interim closing of real property before the full asset close was established, and the company retains certain rights under the amended agreement.

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Plug Power Inc. (PLUG) reported annual meeting vote results (Item 5.07) and disclosed other events (Item 8.01) in an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before vote tallies and other-event details are disclosed.

8-KPress release / Reg FDJun 118-K — Item 7.01: Press release / Reg FD
AI summary

Plug Power Inc. filed a Reg FD disclosure (Item 7.01) on June 11, 2026, in connection with its 2026 Annual Meeting of Stockholders held via live audio webcast. CEO Jose Luis Crespo was scheduled to give a general corporate overview covering matters reflected in attached presentation materials; stockholders of record could submit written questions. The presentation itself is Exhibit 99.1 and the filing does not constitute filed content under Section 18 of the Exchange Act. This is a routine annual meeting disclosure with no material new information signaled in the filing header.

8-KOfficer or director changeJun 48-K — Item 5.02: Officer or director change
AI summary

Plug Power Inc. (PLUG) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Financial Officer. Individuals named in the filing include Plug Power, Identification No. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KOfficer or director changeMar 108-K — Item 5.02: Officer or director change
8-KMaterial agreementFeb 268-K — Item 1.01: Material agreement · Item 8.01: Other event
8-KCharter amendmentFeb 138-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
8-KShareholder voteJan 308-K — Item 5.07: Shareholder vote · Item 8.01: Other event
+ 27 other (14 proxys · 3 13Gs · 2 S-8s · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Plug Power (PLUG) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·17h agoHere's Why Plug Power Stock Soared 37.6% in the First Half of 2026fool.com·1d agoPlug Power, Inc. (PLUG) is Attracting Investor Attention: Here is What You Should Knowzacks.com·1d agoBloom Energy vs. Plug Power: Which Fuel Cell Stock Is a Better Buy in 2026?fool.com·2d agoDown 19.2% in 4 Weeks, Here's Why Plug Power (PLUG) Looks Ripe for a Turnaroundzacks.com·4d ago

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Voices on X · last 7 days

No standout posts about $PLUG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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