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PLPLUG

Plug Power Inc.

$PLUG·$2.3B·Electrical Equipment & Parts·Industrials
$1.40-5.7%YTD-22.0%1Y-60.3%
Price updated 7h ago·X counts updated 5d ago
PLPLUG
$PLUGPlug Power Inc.
$1.40-5.72%467 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $PLUG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

467X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $PLUG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data12 posts analyzed · as of 2026-09-15

Fuel-cell rip on 'AI infrastructure' framing pushes PLUG +4.2%, with posters citing first-time hydrogen price parity with alternatives, institutional buying (BlackRock, DFA, Two Sigma) at 43.5%, and $3 within two weeks as the near-term target.

Read what X is saying about $PLUG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PLUG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Hydrogen fuel-cell story that still loses money on every unit — the AI-data-center retrofit pitch is thin.

Plug Power provides hydrogen fuel-cell solutions for warehouse forklifts, backup power, and emerging stationary applications. The stock has lost 36% TTM and sits at 7% of its 52-week range despite periodic rallies on AI-infrastructure framing.

  • The P&L is structurally impaired: revenue grew 22% YoY to $163.5M last quarter at a -64% operating margin AND -26% gross margin — the business loses money on every unit of hydrogen it sells, and the first-time-hydrogen-price-parity narrative is a goal, not a current state.
  • COO Dean Fullerton resigning Oct 23 (announced Sep 23) is a legitimate leadership drain — the executive responsible for actually making the operations run is leaving at a critical scaling moment, which rarely helps a turnaround.
  • Officer Benjamin Haycraft sold roughly $496K across three September tranches at $2.06-$2.14 — selling at these levels into institutional buying rotation is what you'd expect from someone who thinks even this bounce is sellable.

Breaking-down holds unless Nov 9 earnings show gross margin crossing above -10% and a specific signed DOE loan guarantee lands with dollar-amount dates. A widening gross margin loss or additional insider selling is what seals the de-rating; a hydrogen-economy policy inflection with specific dollars attached is what could restart the move — but neither is visible yet.

Agrees with X sentimentX bulls citing first-time hydrogen price parity, institutional buying at 43.5%, and $3 within two weeks have the sentiment framing — but Haycraft's $496K sales at $2.06-$2.14 while posters write about $3 targets is the honest counter-tell, consistent with the breaking-down tape.

What to watch: Nov 9 earnings — gross margin trajectory (needs to clear -10%), electrolyzer supply agreement contribution, cash burn against ATM-raise cadence. Another gross margin print below -20%, or more officer-level selling, is what seals the breaking-down.

On the calendar: 2026-11-09 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — AI data-center buildout and power-grid modernization sustain elevated equipment demand.

What this means for $PLUG

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

Industry benchmark

29-name peer basket
+22.2%YTD
-8.7%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 $-0.06

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$819.1M$816.6M – $821.9M-$0.41-$0.47 – -$0.3814
FY27$969.6M$891.4M – $1.1B-$0.16-$0.23 – -$0.0914
FY28$1.2B$993.9M – $1.4B-$0.09-$0.26 – $0.0112
FY29$1.5B$1.4B – $1.7B$0.01$0.01 – $0.0110
FY30$1.8B$1.7B – $2.0B$0.08$0.07 – $0.096

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.1.7×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.1%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.-31.9%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.-43.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.3B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.5% 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.β2.295-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

SellSep 18Benjamin HaycraftCSO & GM EMEA200.0K sh$428KSellSep 15Benjamin HaycraftCSO & GM EMEA18.8K sh$39KSellSep 11Benjamin HaycraftCSO & GM EMEA13.8K sh$30KSellJun 8Maureen O HelmerDirector50.0K sh$162K
+ 22 other (22 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-KOfficer or director changeSep 238-K — Item 5.02: Officer or director change
AI summary

Plug Power Inc. disclosed that Dean C. Fullerton, Chief Operating Officer, has resigned effective October 23, 2026 to accept a position at another company, with no disagreement with Plug Power over any matter. The departure of the COO is a notable leadership change at Plug Power during a period when the company has been executing on its strategic and operational turnaround. No interim or permanent successor to the COO role was announced in the filing. Plug Power will need to address the operational leadership gap ahead of Fullerton's effective departure date.

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.

+ 14 other (4 proxys · 3 earnings 8-Ks · 2 10-Qs · 2 13Gs) in window

Recent news

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

Down 30.0% in 4 Weeks, Here's Why Plug Power (PLUG) Looks Ripe for a Turnaroundzacks.com·17h agoPlug Power (PLUG) Surpasses Market Returns: Some Facts Worth Knowingzacks.com·1d agoPlug Power Reports Continued Business Progress, Sets Dates for Third Quarter 2026 Earnings Call and Global Plug Symposiumglobenewswire.com·2d agoStock Market Today, Oct. 14: Plug Power Falls on Analyst Target Cuts and Concerns Over Rising Interest Ratesfool.com·2d agoEos Energy Enterprises vs. Plug Power: Which Energy Storage Pioneer Is a Better Buy in 2026?fool.com·5d 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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