PLUG
PLUG POWER INC
$3.21
-10.69%
$5.0B
No data for this timeframe.
Vol
Market Cap$5.0B
Cap SizeMid Cap
Analyst ConsensusHold (41%)
Inst. Holders9 funds
Inst. Value$420.3M
Inst. Activity7 buys / 0 sells
Reddit Sentiment59° Warm
SEC Reports3
Press Releases3
Recent Activity
Jun 4, 2026
SEC
Plug Power's management filed supplemental proxy materials to rebut an ISS recommendation against its say-on-pay proposa
DEFA14A — Impact 6/10
Jun 4, 2026
SEC
Plug Power filed a DEFA14A amendment to correct three factual errors in its April 30, 2026 definitive proxy statement re
DEFA14A — Impact 2/10
Jun 4, 2026
routine
Plug to Webcast Annual Shareholder Meeting on June 11, 2026
<p>SLINGERLANDS, N.Y., June 04, 2026 (GLOBE NEWSWIRE) -- Plug Power Inc. (NASDAQ: PLUG), a global
May 11, 2026
SEC
Plug Power reported Q1 2026 revenue of $163.5M (+22% YoY) and GAAP EPS of ($0.18), both beating consensus estimates of $
8-K — Impact 7/10
Apr 1, 2026
Insider
Marsh Andrew sold 3,688 shares
Director @ $2.26 ($8.3K)
Apr 1, 2026
Insider
Joggerst Patrick sold 8,850 shares
Director @ $2.26 ($20.0K)
Apr 1, 2026
Insider
BONNEY MARK J sold 10,509 shares
Director @ $2.26 ($23.8K)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
28,371,995 shares ($55.9M)
Price Targets
$3.62
+12.5% upside
Buy
Current $3.22
Low $0.7500
Median $3.88
High $7.00
16 analysts
$0.7500
$7.00
Analyst Ratings
2Strong Buy
10Buy
14Hold
2Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 19, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| May 13, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
| May 12, 2026 | Canaccord Genuity | MAINTAIN | Hold → Hold |
| May 12, 2026 | B. Riley Securities | MAINTAIN | Buy → Buy |
| May 12, 2026 | TD Cowen | MAINTAIN | Hold → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.08 ▲ +10.4% | $-0.09 — $-0.07 | 55% YoY | 8 |
| Next Q | $-0.07 ▲ +6.0% | $-0.08 — $-0.06 | 43% YoY | 8 |
| Current FY | $-0.29 ▲ +1.3% | $-0.43 — $-0.23 | 66% YoY | 7 |
| Next FY | $-0.16 ▲ +20.0% | $-0.27 — $-0.12 | 44% YoY | 7 |
Latest Reports
BEARISH
DEFA14A
6/10
Plug Power's management filed supplemental proxy materials to rebut an ISS recommendation against its say-on-pay proposa
Jun 4, 2026
NEUTRAL
DEFA14A
2/10
Plug Power filed a DEFA14A amendment to correct three factual errors in its April 30, 2026 definitive proxy statement re
Jun 4, 2026
NEUTRAL
Press
4/10
Plug Power secured a Front-End Engineering Design (FEED) contract to supply a 275 MW PEM electrolyzer system for Hy2gen
Apr 2, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $255.3M | — |
| TWO SIGMA INVESTMENTS, LP | $55.9M | DOUBLED |
| MORGAN STANLEY | $28.9M | DOUBLED |
| RENAISSANCE TECHNOLOGIES LLC | $27.7M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $21.6M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 1, 2026 | Marsh Andrew | A | $8.3K |
| Apr 1, 2026 | Joggerst Patrick | A | $20.0K |
| Apr 1, 2026 | BONNEY MARK | A | $23.8K |
| Apr 1, 2026 | Angle Colin | A | $8.8K |
| Apr 1, 2026 | Mahtani Kavita | A | $22.5K |
Reddit Sentiment
59°▲
Warm
Bearish
Neutral
Bullish
9 institutional holders with $420.3M total value (213,361,410 shares) as of 2025-Q4. Top holders: VANGUARD, TWO, MORGAN. Net buying activity: 7 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 129,599,295 | $255.3M | 60.7% | — |
| 2 | TWO SIGMA INVESTMENTS, LP | 28,371,995 | $55.9M | 13.3% | DOUBLED +162.0% |
| 3 | MORGAN STANLEY | 14,679,617 | $28.9M | 6.9% | DOUBLED +193.0% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 14,052,600 | $27.7M | 6.6% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10,986,091 | $21.6M | 5.1% | NEW |
| 6 | FMR LLC | 7,975,021 | $15.7M | 3.7% | DOUBLED +13216.1% |
| 7 | BANK OF AMERICA CORP /DE/ | 6,091,086 | $12.0M | 2.9% | DOUBLED +208.7% |
| 8 | WELLS FARGO & COMPANY/MN | 1,560,186 | $3.1M | 0.7% | ADD +37.0% |
| 9 | NORGES BANK | 45,519 | $89.7K | 0.0% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 10,830,893 | 28,371,995 | +162.0% | $55.9M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 5,009,547 | 14,679,617 | +193.0% | $28.9M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 14,052,600 | — | $27.7M | 2025-Q4 |
| FMR LLC | DOUBLED | 59,890 | 7,975,021 | +13216.1% | $15.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 1,973,214 | 6,091,086 | +208.7% | $12.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 1,138,414 | 1,560,186 | +37.0% | $3.1M | 2025-Q4 |
| NORGES BANK | NEW | — | 45,519 | — | $89.7K | 2025-Q4 |
| UBS Group AG | ADD | 11,815,174 | 23,311,998 | +97.3% | $54.3M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 2,762,180 | 10,830,893 | +292.1% | $25.2M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 6,933,465 | 5,009,547 | -27.7% | $11.7M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 880,973 | 1,973,214 | +124.0% | $4.6M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 737,888 | 1,138,414 | +54.3% | $2.7M | 2025-Q3 |
| FMR LLC | ADD | 41,851 | 59,890 | +43.1% | $139.5K | 2025-Q3 |
| NORGES BANK | EXIT | 45,519 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | TRIM | 32,891,399 | 11,815,174 | -64.1% | $17.6M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 12,159,835 | 6,933,465 | -43.0% | $10.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 479,900 | 2,762,180 | +475.6% | $4.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 2,646,254 | 880,973 | -66.7% | $1.3M | 2025-Q2 |
| NORGES BANK | NEW | — | 45,519 | — | $67.8K | 2025-Q2 |
| FMR LLC | ADD | 26,021 | 41,851 | +60.8% | $62.4K | 2025-Q2 |
| UBS Group AG | ADD | 16,786,240 | 32,891,399 | +95.9% | $44.4M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 17,464,844 | 12,159,835 | -30.4% | $16.4M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 15,674,017 | 6,144,600 | -60.8% | $8.3M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 2,685,413 | 665,473 | -75.2% | $898.4K | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 969,327 | 479,900 | -50.5% | $647.9K | 2025-Q1 |
6 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 1, 2026 | Marsh Andrew | Director | A | 3,688 | $2.26 | $8.3K |
| Apr 1, 2026 | Joggerst Patrick | Director | A | 8,850 | $2.26 | $20.0K |
| Apr 1, 2026 | BONNEY MARK J | Director | A | 10,509 | $2.26 | $23.8K |
| Apr 1, 2026 | Angle Colin M | Director | A | 3,872 | $2.26 | $8.8K |
| Apr 1, 2026 | Mahtani Kavita | Director | A | 9,956 | $2.26 | $22.5K |
| Apr 1, 2026 | Kenausis Gregory | Director | A | 8,712 | $2.26 | $19.7K |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
BEARISH
DEFA14A
6/10
Plug Power's management filed supplemental proxy materials to rebut an ISS recommendation against it
Jun 4, 2026
NEUTRAL
DEFA14A
2/10
Plug Power filed a DEFA14A amendment to correct three factual errors in its April 30, 2026 definitiv
Jun 4, 2026
BULLISH
8-K
7/10
Plug Power reported Q1 2026 revenue of $163.5M (+22% YoY) and GAAP EPS of ($0.18), both beating cons
May 11, 2026
NEUTRAL
4/10
Plug Power secured a Front-End Engineering Design (FEED) contract to supply a 275 MW PEM electrolyze
Apr 2, 2026
NEUTRAL
3/10
Plug Power announced executive participation in the Roth Annual Growth Conference, where leadership
Mar 23, 2026
BULLISH
8/10
Plug Power reported 4th quarter and full-year 2025 results with $710 million in revenue, up 12.9% Yo
Mar 2, 2026
Current analyst consensus: Hold (41% buy). Based on 29 analysts: 2 strong buy, 10 buy, 14 hold, 2 sell, 1 strong sell.
Analyst Price Targets
$3.62 mean target
+12.5% upside
Buy (2.80)
$0.7500 Low
$7.00 High
| Metric | Value |
|---|---|
| Current Price | $3.22 |
| Target Low | $0.7500 |
| Target Mean | $3.62 |
| Target Median | $3.88 |
| Target High | $7.00 |
| # Analysts | 16 |
| Recommendation | Buy (2.80) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.08 | $-0.09 | $-0.07 | 55.1% | +10.4% | 4↑ 2↓ | $0.2B | -3.1% | 8 |
| Next Q 2026-09-30 |
$-0.07 | $-0.08 | $-0.06 | 42.7% | +6.0% | 4↑ 2↓ | $0.2B | 13.3% | 8 |
| Current FY 2026-12-31 |
$-0.29 | $-0.43 | $-0.23 | 65.6% | +1.3% | 2↑ 3↓ | $0.8B | 14.6% | 7 |
| Next FY 2027-12-31 |
$-0.16 | $-0.27 | $-0.12 | 43.9% | +20.0% | 5↑ 0↓ | $1.0B | 18.6% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.081 | |
| 7d ago | $-0.093 | +0.012 |
| 30d ago | $-0.091 | +0.009 |
| 60d ago | $-0.091 | +0.010 |
| 90d ago | $-0.083 | +0.002 |
9 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 19, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 13, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| May 12, 2026 | Canaccord Genuity | MAINTAIN | Hold | Hold |
| May 12, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| May 12, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| May 12, 2026 | BMO Capital | MAINTAIN | Underperform | Underperform |
| Apr 29, 2026 | Clear Street | MAINTAIN | Buy | Buy |
| Apr 9, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Mar 9, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Mar 4, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 3, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Jan 9, 2026 | TD Cowen | DOWNGRADE | Buy | Hold |
| Dec 31, 2025 | Clear Street | UPGRADE | Hold | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 10 | 14 | 2 | 1 | 41% | |
| May 1, 2026 | 2 | 10 | 14 | 2 | 1 | 41% | |
| Apr 1, 2026 | 2 | 10 | 14 | 2 | 1 | 41% | |
| Mar 1, 2026 | 2 | 9 | 16 | 2 | 1 | 37% | |
| Feb 1, 2026 | 2 | 9 | 16 | 2 | 1 | 37% | |
| Jan 1, 2026 | 2 | 10 | 15 | 3 | 1 | 39% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
59°
Warm
Bearish
Neutral
Bullish
29 mentions
10 bullish
4 bearish
25 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 17, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 17, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 13, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 13, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 11, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| May 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 3, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 3, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 30, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 30, 2026 | 4 | 50° Neutral | 0 | 0 | 4 |
| Apr 30, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 21, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Apr 21, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Apr 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 7, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 7, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 25, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 25, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 4, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Mar 4, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
$PLUG N Play
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💬 0
⚡ 0.5
$PLUG N Play
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💬 0
⚡ 0.5
$PLUG... I like the stock.
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💬 0
⚡ 0.5
PLUG Stock Short Squeeze coming buckle up
▲ 1
💬 0
⚡ 0.5
Short squeeze on PLUG tomorrow and Wednesday?
▲ 1
💬 2
⚡ 0.5
$PLUG N Play
▲ 1
💬 0
⚡ 0.5
$PLUG N Play! YOLO!
▲ 1
💬 0
⚡ 0.5
The Clean Energy rotation
▲ 1
💬 0
⚡ 0.5
PLUG Power Catalysts
▲ 1
💬 1
⚡ 0.5
$PLUG reports earnings today (AMC)
▲ 1
💬 1
⚡ 0.5
Alternative Energy Opportunities?
▲ 1
💬 0
⚡ 0.5
I read that FCEL is one of 3 fuel cell players among BE, PLUG. Coming in hot like juggernaut in heat going through puberty?
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⚡ 0.5
But $PLUG is changing the world
▲ 1
💬 1
⚡ 0.5
$PLUG N Play
▲ 1
💬 0
⚡ 0.4
PLUG quietly up 30% this week while everyone watches AI
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💬 0
⚡ 0.3
Jun 4, 2026
routine
Plug to Webcast Annual Shareholder Meeting on June 11, 2026
<p>SLINGERLANDS, N.Y., June 04, 2026 (GLOBE NEWSWIRE) -- Plug Power Inc. (NASDAQ: PLUG), a global leader in comprehensive hydrogen solutions for the
Jun 2, 2026
other
Plug Power Strengthens Liquidity Through $44 Million Federal ITC Transfer for St. Gabriel Hydrogen Facility
Plug Power has closed the sale of a federal investment tax credit for ~$39.2 million associated with its hydrogen liquefaction facility in St. Gabriel
May 20, 2026
other
30 MW Barrow Green Hydrogen Project Achieves Final Investment Decision with Plug Power Electrolyzer Supply
GenEco™ PEM electrolyzers to power industrial hydrogen production facility in Barrow-in-Furness, Cumbria <pre>GenEco™ PEM electrolyzers to power indus
May 20, 2026
short_volume
Short Volume: PLUG — 56.9% short (18.5M / 32.5M)
Short: 18,489,432 | Exempt: 91,850 | TRF Vol: 32,499,709 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: PLUG — 58.9% short (28.4M / 48.2M)
Short: 28,399,494 | Exempt: 1,552,189 | TRF Vol: 48,190,601 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: PLUG — 254,031 shares ($1.0M) failed to deliver
Settlement: 20260514, Price: $3.96, FTD Value: $1,005,962.76, PLUG POWER INC COM STK (DE)
May 13, 2026
short_interest
FTD: PLUG — 1,302,139 shares ($4.6M) failed to deliver
Settlement: 20260513, Price: $3.56, FTD Value: $4,635,614.84, PLUG POWER INC COM STK (DE)
May 12, 2026
short_volume
Short Volume: PLUG — 60.0% short (53.4M / 89.1M)
Short: 53,440,851 | Exempt: 354,490 | TRF Vol: 89,054,232 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_interest
FTD: PLUG — 1,375,215 shares ($4.8M) failed to deliver
Settlement: 20260512, Price: $3.52, FTD Value: $4,840,756.8, PLUG POWER INC COM STK (DE)
May 11, 2026
earnings
Plug Power Reports Strong Q1 2026 Results with 22% Revenue Growth and 71% Margin Improvement Year over Year
Plug Power Reports Strong Q1 2026 Results with 22% Revenue Growth and 71% Margin Improvement Year over Year
May 11, 2026
earnings_calendar
PLUG Q1 2026 Earnings Before Market Open — 2026-05-11
May 8, 2026
short_volume
Short Volume: PLUG — 59.0% short (16.4M / 27.8M)
Short: 16,422,800 | Exempt: 56,535 | TRF Vol: 27,843,918 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: PLUG — 1,432,123 shares ($4.5M) failed to deliver
Settlement: 20260508, Price: $3.13, FTD Value: $4,482,544.99, PLUG POWER INC COM STK (DE)
May 7, 2026
short_volume
Short Volume: PLUG — 56.8% short (26.0M / 45.9M)
Short: 26,031,936 | Exempt: 198,200 | TRF Vol: 45,859,449 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_interest
FTD: PLUG — 832,876 shares ($2.6M) failed to deliver
Settlement: 20260501, Price: $3.13, FTD Value: $2,606,901.88, PLUG POWER INC COM STK (DE)