Posts on PLUG

Latest ideas and analyses related to Plug Power Inc. Common Stock

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PLUG

+32 pts



$PLUG Guidance Intact; IRA Impact Taking Shape

By josiebe on Aug. 10, 2022, 5:03 p.m.
Tagged topics: earnings results

Views: 10, Votes: 2, Responses: 0, Attachments: 2
PLUG

+32 pts



$PLUG 2Q Review: Challenging N-T Margins as Expected, But Clear Path to Margin Expansion in Coming Years - Reit. OW

By realjoe on Aug. 10, 2022, 1:01 p.m.
Tagged topics: earnings results

Views: 5, Votes: 2, Responses: 0, Attachments: 2
PLUG

+35 pts



$PLUG 2Q22 Earnings Takeaways

By realmomobags on Aug. 10, 2022, 4:53 a.m.
Tagged topics: earnings results , hydrogen , renewables

Views: 15, Votes: 4, Responses: 0, Attachments: 1
PLUG

+33 pts



$PLUG Expecting Back Half-Weighted Revenue and NT Margin Headwinds; Policy Support Improving; + Options Strategy

By realjoe on Aug. 5, 2022, 1:10 p.m.
Tagged topics: earnings preview

Views: 12, Votes: 3, Responses: 0, Attachments: 1
PLUG , ENPH , SEDG

+17 pts



ENPH seems likely to grow fast in tandem with the acceleration in rooftop solar market. Especially in EU where gas prices is high and largely...

By sobrimustafa on Aug. 5, 2022, 2:58 a.m.
Tagged topics: clean energy , RePowerEU

Views: 20, Votes: 6, Responses: 0, Attachments: 0
RUN , AES , PLUG , SHLS , ARRY , AMPS , NEE

+33 pts



Clean Energy: Deflationary Nature Outweighs Lack of Federal Legislation

By mooreideas on July 18, 2022, 11:21 a.m.
Tagged topics: buying opportunity

Views: 7, Votes: 4, Responses: 0, Attachments: 1
PLUG

+33 pts



$PLUG Updating Expectations on Seasonality and Near Term Margin Headwinds

By realjoe on June 29, 2022, 10:26 a.m.
Tagged topics: analyst lowers estimates

Views: 13, Votes: 3, Responses: 0, Attachments: 1
AEP , EXC , ATO , ED , ETR , PNW , PPL , ARRY , SHLS , RUN , PLUG

+40 pts



Utility and Clean Tech Recession Playbook

By mooreideas on June 29, 2022, 9:08 a.m.
Tagged topics: recession

Views: 24, Votes: 4, Responses: 1, Attachments: 1
PLUG

+32 pts



$PLUG Energy, Power & Renewables Conference Takeaways

By realjoe on June 23, 2022, 10:45 a.m.
Tagged topics: conference takeaways

Views: 7, Votes: 3, Responses: 0, Attachments: 1
PLUG

+32 pts



$BNEF 1H22 Levelized Cost of Green Hydrogen Revised Higher, but More Competitive on Rising Fossil Fuel Costs

By cassie on June 22, 2022, 11:41 a.m.
Tagged topics: hydrogen fuel cell

Views: 7, Votes: 3, Responses: 0, Attachments: 1
ITM , PLUG , BE , 3899

+34 pts



Takeaways from JPM Global Hydrogen Week

By realjoe on June 10, 2022, 1:19 p.m.
Tagged topics: hydrogen fuel cell

Views: 15, Votes: 3, Responses: 0, Attachments: 1
PLUG , BE , BLDP

+44 pts



Renewables initiation

By josiebe on June 8, 2022, 1:30 p.m.
Tagged topics: initiation report

Views: 36, Votes: 6, Responses: 1, Attachments: 1
PLUG

+31 pts



$PLUG Euro Trip Continues With Large-Scale Green H2 Plant at Port of Antwerp

By CdnInvstr on June 8, 2022, 12:46 p.m.
Tagged topics: hydrogen fuel cell

Views: 4, Votes: 1, Responses: 0, Attachments: 1
PLUG , HYZN , NKLA , HYLN , WPRT

+33 pts



U.S. DOE 2022 Hydrogen Program Update: Cost Key Barrier to Market Adoption; Recent Policy Support Positive for Ecosystem

By puckerman17 on June 7, 2022, 1:31 p.m.
Tagged topics: hydrogen fuel cell

Views: 19, Votes: 3, Responses: 0, Attachments: 1
PLUG

+36 pts



$PLUG 1 GW Electrolyzer Order in EU an important win

By CdnInvstr on May 18, 2022, 2:03 p.m.
Tagged topics: contract win , clean energy

Views: 116, Votes: 5, Responses: 0, Attachments: 1
SEDG , ENPH , PLUG

+37 pts



RePowerEU Largely as Advertised, but Highlights Potential for Rooftop Solar/H2

By CdnInvstr on May 18, 2022, 1:54 p.m.
Tagged topics: clean energy , RePowerEU

Views: 22, Votes: 3, Responses: 1, Attachments: 1
PLUG

+31 pts



$PLUG Focus on margin improvement

By CdnInvstr on May 13, 2022, 1:11 p.m.
Tagged topics: positive catalyst

Views: 14, Votes: 1, Responses: 0, Attachments: 1
PLUG

+31 pts



$PLUG executing well on strategic priorities

By josiebe on May 10, 2022, 10:31 a.m.
Tagged topics: earnings results

Views: 9, Votes: 1, Responses: 0, Attachments: 1
PLUG

+33 pts



$PLUG Q1 - Outlook Unchanged, but High Natural Gas Prices Could Continue to Pressure Fuel Margins

By realmomobags on May 10, 2022, 4:32 a.m.
Tagged topics: earnings results , hydrogen fuel cell , renewables

Views: 13, Votes: 1, Responses: 0, Attachments: 1
PLUG , WMT

+34 pts



$PLUG Announces First Off-Take Agreement of Green Hydrogen Supply With Walmart

By cassie on April 19, 2022, 12:25 p.m.
Tagged topics: hydrogen

Views: 24, Votes: 1, Responses: 0, Attachments: 1