
Six months ago we called it: two fuel cell stocks, two completely different fates. Since then one has become the go-to power source for AI hyperscalers while the other fights for survival, and the distance between them keeps growing.
Plug Power Inc. provides turnkey hydrogen fuel cell solutions for the stationary power and electric mobility markets in North America and Europe. The company is headquartered in Latham, New York.
| Revenue (TTM) | $744.09M |
| Gross Profit (TTM) | $-184.15M |
| EBITDA | $-512.10M |
| Operating Margin | -24.90% |
| Return on Equity | -145.00% |
| Return on Assets | -12.20% |
| Revenue/Share (TTM) | $0.56 |
| Book Value | $0.42 |
| Price-to-Book | 5.07 |
| Price-to-Sales (TTM) | 3.68 |
| EV/Revenue | 5.14 |
| EV/EBITDA | -2.23 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 2.50% |
| Shares Outstanding | $1.40B |
| Float | $1.33B |
| % Insiders | 4.52% |
| % Institutions | 73.16% |
Volatility is currently contracting

Six months ago we called it: two fuel cell stocks, two completely different fates. Since then one has become the go-to power source for AI hyperscalers while the other fights for survival, and the distance between them keeps growing.

Fuel-cell stocks are under pressure Thursday as a sharp rise in long-term Treasury yields adds another challenge for capital-intensive clean energy projects. FuelCell Energy (NASDAQ:FCEL) stock is down 6% to $16.

PLUG's revenue recovery and hydrogen projects contrast with BE's soaring sales outlook and demand for onsite power.

Plug Power (PLUG) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

The U.S. House of Representatives has handed on-site power generators a policy win, and fuel cell stocks are responding in force Thursday morning.

Plug Power's margin improvement offers a bright spot as cost cuts, better pricing and operational gains target profitability and liquidity.

Shares of Bloom Energy (NYSE:BE) are climbing in Friday morning trading, up 7% to $276.31 after S&P Dow Jones Indices confirmed the fuel cell maker's addition to the S&P 500.

PLUG's core product demand remains uneven, with sharp declines in electrolyzers and hydrogen infrastructure offset by fuel cell growth.

Plug Power stock has traded largely sideways in recent weeks, but remains firmly in bear-market territory after falling 47% from its May high. The shares were trading at $2.26, giving the company a market capitalization of roughly $3 billion, while short interest has climbed to 20% despite ongoing efforts to execute a turnaround.

PLUG's revenue recovery and rising electrolyzer demand offer long-term promise, despite persistent losses and financial pressures.
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