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PLPLUG

Plug Power Inc.

$PLUG·$3.0B·Electrical Equipment & Parts·Industrials
$2.17-0.7%YTD+8.0%1Y+34.4%
Mentions · last 7 days
2026-08-21: 51 posts2026-08-22: 32 posts342+10%
Price updated 12m ago·X counts updated 9d ago
PLPLUG
$PLUGPlug Power Inc.
$2.18-0.68%342 posts+10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 2026-08-29

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

Plug Power at $2 with BlackRock adding to 14% ownership and Q2 metrics finally inflecting — hydrogen turnaround has real signals now.

Plug Power is the largest US hydrogen fuel-cell company — material-handling forklifts, stationary power, and increasingly green-hydrogen electrolyzer projects. The setup is a distressed turnaround with legitimate operational improvement signals.

  • The Q2 operational metrics are actually inflecting: gross margin improved +30 points, cash burn shrunk 58%, revenue was up 9% QoQ to $178M, and management raised FY guide to 15-16% growth — after multiple years of missed guides, a raise (any raise) is the tell the crowd has been waiting for.
  • The institutional signal is loud: BlackRock increased its stake +21% to ~184M shares (~14% of the company) — the world's largest asset manager sees enough turnaround signal to add materially at these levels, and one street PT sits in a $25-50 range depending on execution assumptions.
  • The underlying P&L is still deeply broken: Q1 gross margin was -13%, operating margin -64%, free-cash-flow yield -18% — the turnaround is early enough that the P&L still looks distressed on trailing metrics, and a single missed operational milestone would reactivate the bankruptcy conversation.

The setup is a coiled turnaround with a specific BlackRock-institutional catalyst and legitimate operational improvement — the November 9 Q3 print is the referee, and the market needs continued gross-margin expansion, sustained cash-burn reduction, and reiterated FY guide toward 15-16% revenue growth. A clean beat with sustained margin improvement breaks the coil up above $3; another quarter of margin regression or a fresh dilution announcement kills the setup and takes the stock back below $2.

Agrees with X sentimentThe bullish X read on BlackRock increasing its stake +21% to ~184M shares (~14% of the company), Q2 gross margin +30 points, cash burn -58%, revenue +9% QoQ to $178M, and management raising FY guide to 15-16% growth is factually consistent with the filings. The Oliver PT $25-50 range is a real analyst framing (aspirational but not fabricated). The turnaround-incomplete skepticism the crowd flags is fair given -13% gross margin trailing.

What to watch: The November 9 Q3 earnings — need continued gross-margin expansion, sustained cash-burn reduction, and reiterated FY guide toward 15-16% revenue growth. A fresh dilution announcement or another quarter of margin regression takes the stock back below $2; a clean beat with sustained margin improvement breaks the coil up above $3.

On the calendar: 2026-11-09 — Q3 earnings

X sentiment

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

Bullish sentiment12 posts analyzed · as of 2026-08-30

Sentiment on Plug Power leans bullish on the turnaround print — bulls cite Q2 revenue of $178M (+9% sequentially), full-year growth guide raised to 15-16%, gross margin swinging from -30.7% to roughly -0.9%, 1,670 GenDrive units deployed vs 39 a year ago, service revenue +82%, and a large BlackRock 13F increase of ~21% to about $498.7M. Bears frame it as still "stuck" with bagholders at $2.65 and weak support at $2.04; short interest around 21% keeps a squeeze setup in the conversation.

Read the AI verdict + X sentiment for $PLUG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • 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 Electrical Equipment & Parts sits in its cycle right now — and what that implies for $PLUG.

Electrical Equipment & Parts · Industrials

Grid modernization — driven by electrification, EV charging infrastructure, and AI data center power demand — is the central capex cycle pulling electrical equipment volumes. Backlog visibility is strong; execution risk is the near-term constraint, not demand.

What this means for $PLUG

Partial — upstream oil & gas exposure ties to commodity price cycle; Plug Power Inc.

Industry benchmark

36-name peer basket
+23.5%YTD
+58.5%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
Q2 2026Aug 10, 2026$-0.14$-0.08-80.1%
Q1 2026May 11, 2026$-0.18$-0.09-100.0%
Q4 2025Mar 2, 2026$-0.63$-0.10-530.0%
Q3 2025Nov 10, 2025$-0.31$-0.13-138.5%
Next earningsMon, Nov 9·consensus EPS $-0.07

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$813.9M$806.9M – $819.1M-$0.35-$0.42 – -$0.2214
FY27$965.0M$897.5M – $1.1B-$0.17-$0.22 – -$0.1213
FY28$1.2B$967.0M – $1.4B-$0.11-$0.26 – $0.0012
FY29$1.5B$1.4B – $1.6B-$0.09-$0.10 – -$0.0811
FY30$1.9B$1.8B – $2.1B-$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.0.8×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.25%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.-4.7%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.-11.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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
+ 24 other (24 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
Free, forever. No credit card.

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
+ 16 other (4 13Gs · 4 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Plug Power Gains 4% as Risk Appetite Returns; FuelCell Inches Higher, Bloom Energy Holds Flat247wallst.com·4d agoPlug Power Sinks 5%, Bloom and FuelCell Slip: Is the Hydrogen Trade Narrowing to One Name?247wallst.com·5d agoPlug Power stock faces a technical test just as its turnaround gains tractioninvezz.com·5d agoBloom Energy Climbs 5% on Nancy Pelosi Disclosure, FuelCell Rises 4%, Plug Power Advances 2%247wallst.com·6d agoBlackRock Inc. Buys 31,939,194 Shares of Plug Power, Inc. $PLUGdefenseworld.net·6d ago

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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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