Posts on PLUG

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

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PLUG

+36 pts



$PLUG - Roth Capital says 'Stars Aligning' for green hydrogen, sees increasing probability of several near-term catalysts, reiterates $65 target

By phenphen on April 14, 2021, 10:53 a.m.
Tagged topics: positive catalyst , analyst checks , Roth Capital , hydrogen fuel cell , green hydrogen plant

Views: 186, Votes: 3, Responses: 1, Attachments: 3
PLUG

+34 pts



$PLUG - Piper Sandler estimates revenues could nearly double to $1bn in 2025 and quadruple to $2bn in 2028, says 10K filing is next catalyst

By cassie on April 5, 2021, 5:07 p.m.
Tagged topics: positive catalyst , strong growth , secular growth , 10K review , Piper Sandler , clean energy , hydrogen fuel cell

Views: 227, Votes: 5, Responses: 3, Attachments: 11
RUN , PLUG , SEDG , ENPH , SPWR , ROK , HON , GE

+16 pts



Jefferies says clean energy and made-in-America names are among beneficiaries of Biden's agenda, but multinationals with low effective tax rates are vulnerable

By phenphen on April 1, 2021, 1:07 p.m.
Tagged topics: tax increases , climate change , clean energy , Jefferies , Biden policies , Biden Infrastructure Plan , made in America , multinationals , effective tax rates

Views: 340, Votes: 3, Responses: 2, Attachments: 8
PLUG

+37 pts



$PLUG - Piper Sandler says 2nd green hydrogen plant in US is an encouraging sign that PLUG is executing on their strategy

By cassie on March 30, 2021, 12:21 p.m.
Tagged topics: Piper Sandler , hydrogen fuel cell , green hydrogen plant , Brookfield Renewable Partners

Views: 83, Votes: 2, Responses: 1, Attachments: 1
PLUG

+30 pts



$PLUG - JP Morgan lowers target to $51 on use of warrants and lower market multiples in the space, but reiterates this is a buying opportunity

By cassie on March 30, 2021, 11:23 a.m.
Tagged topics: valuations , JP Morgan , hydrogen fuel cell , analyst lowers target , accounting restatement , lower multiples

Views: 184, Votes: 1, Responses: 0, Attachments: 4
PLUG

+33 pts



$PLUG - even Barclays (a bear) thinks accounting restatements are a 'transient headwind'

By cassie on March 18, 2021, 6:40 p.m.
Tagged topics: Barclays , hydrogen fuel cell , buy the dip , bull vs bear , accounting restatement , temporary setback

Views: 187, Votes: 3, Responses: 0, Attachments: 4
PLUG

+42 pts



$PLUG - analysts say pullback from accounting reinstatement is a 'major buying opportunity'

By cassie on March 17, 2021, 11:40 a.m.
Tagged topics: buying opportunity , electric vehicles , JP Morgan , Roth Capital , hydrogen fuel cell , buy the dip , accounting restatement , KPMG

Views: 237, Votes: 3, Responses: 1, Attachments: 4
PLUG , FCEL , BE , XBC

+60 pts



$PLUG - Canaccord expert panel says Plug's $5/kg cost for green hydrogen is a surprisingly 'aggressive number'

By cassie on March 9, 2021, 9:30 a.m.
Tagged topics: electric vehicles , clean energy , hydrogen fuel cell , Canaccord Genuity , decarbonization , expert panel

Views: 160, Votes: 1, Responses: 0, Attachments: 3
PLUG

+82 pts



$PLUG - JP Morgan upgrades to Overweight on recent pullback, sees stock as 'attractively priced' ahead of positive catalysts

By cassie on March 1, 2021, 10:20 a.m.
Tagged topics: valuations , positive catalyst , electric vehicles , analyst upgrade , JP Morgan , hydrogen fuel cell , buy the dip , ESG investors

Views: 202, Votes: 4, Responses: 1, Attachments: 5
PLUG

+71 pts



$PLUG - JP Morgan estimates 10m shares of demand from being added to MSCI Index end of today

By cassie on Feb. 26, 2021, 9:55 a.m.
Tagged topics: electric vehicles , index funds , JP Morgan , hydrogen fuel cell , MSCI index , index inclusion

Views: 191, Votes: 1, Responses: 0, Attachments: 1
NKLA , BE , PLUG , FCEL

+74 pts



$NKLA, $PLUG - JP Morgan says the hydrogen revolution is 'in need of realism' to separate the opportunity from the optimism, prefers NKLA over PLUG (deep dive)

By mooreideas on Feb. 24, 2021, 3:25 p.m.
Tagged topics: deep dive , JP Morgan , hydrogen fuel cell , ESG investors , H2 policies , EMEA

Views: 262, Votes: 3, Responses: 0, Attachments: 150
PLUG

+80 pts



$PLUG - another recent deep dive report on Plug Power from Simmons Energy (as requested)

By cassie on Feb. 4, 2021, 5:34 p.m.
Tagged topics: deep dive , Piper Sandler , hydrogen fuel cell

Views: 483, Votes: 3, Responses: 1, Attachments: 43
PLUG

+65 pts



$PLUG - Simmons Energy says new Genesee plant cost higher than expected, but PLUG has plenty of capital to fund it

By cassie on Feb. 4, 2021, 10:51 a.m.
Tagged topics: analyst checks , Piper Sandler , hydrogen fuel cell , Genesee Plant

Views: 168, Votes: 1, Responses: 0, Attachments: 1
PLUG

+35 pts



$PLUG - Canaccord says Plug is shaping up to become a global player advancing hydrogen economies at scale

By cassie on Jan. 28, 2021, 12:49 p.m.
Tagged topics: hydrogen fuel cell , JV , Canaccord Genuity

Views: 155, Votes: 1, Responses: 0, Attachments: 2
PLUG

+42 pts



$PLUG - JP Morgan calls it 'Unstoppable' and 'best-in-class long-term idea', raises estimates and target on company's ability to capitalize on its leadership position in Hydrogen energy

By cassie on Jan. 27, 2021, 11:07 a.m.
Tagged topics: analyst raises estimates , analyst raises target , JP Morgan , hydrogen fuel cell

Views: 178, Votes: 1, Responses: 0, Attachments: 5
PLUG

+39 pts



$PLUG - JP Morgan says PLUG has a proven technology to pursue a massive market opportunity, but stops short of recommending the stock due to its rich valuation

By cassie on Jan. 15, 2021, 3:57 p.m.
Tagged topics: JP Morgan , clean energy , fuel cell vehicles , hydrogen fuel cell

Views: 235, Votes: 8, Responses: 0, Attachments: 24
PLUG

+31 pts



$PLUG - Roth Capital calls JV with Renault 'transformational', says revenue potential greater than previously thought

By cassie on Jan. 13, 2021, 5:38 p.m.
Tagged topics: clean energy , Roth Capital , Renault JV , fuel cell vehicles

Views: 107, Votes: 2, Responses: 0, Attachments: 3