Plug Power Inc

Plug Power Inc(PLUG)の株式分析

$1.400

+0.031 (+2.19%)終値時点

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高値
1.430
始値
1.350
出来高加重平均価格
1.39
出来高
47.29M
時価総額
1.83B
安値
1.340
売買代金
65.73M
EV/EBITDA(TTM)
-9.98

Plug Power Inc. is engaged in providing an end-to-end hydrogen ecosystem, from production, storage, and delivery to energy generation. The Company is focused on delivering hydrogen solutions. Its vertically integrated, end-to-end hydrogen solutions are designed to fit customer needs, including hydrogen production equipment and the delivery of hydrogen fuel, including fuel cells, proton exchange membrane (PEM) electrolyzers, hydrogen liquefiers, liquid hydrogen cryogenic solutions, and hydrogen production. Its product and service portfolio includes GenDrive, GenFuel, GenCare, GenKey, GenEco Electrolyzers, Liquefaction Systems, Cryogenic Equipment, GenSure, and Liquid Hydrogen. GenDrive is a hydrogen fueled PEM fuel cell system, providing power to material handling electric vehicles (EVs), including Class 1, 2, 3 and 6 electric forklifts, automated guided vehicles, and ground support equipment. GenFuel is a liquid hydrogen fueling, delivery, generation, storage, and dispensing system.

www.plugpower.com

AI分析 of Plug Power Inc (PLUG)

売り

Plug Power Inc is not a good buy right now due to its current price of $1.38, which is significantly below analyst price targets of $5 from Roth Capital and B. Riley. The stock has a very low RSI of 11.54, indicating it is oversold, but the overall trend is negative with a year-to-date change of -38.12%. The company faces significant risks including a high cash burn rate of $61 million in Q2 2026 and ongoing negative gross margins, which were -9.73% in Q2 2026. These factors suggest that while there may be potential for recovery, the immediate outlook is unfavorable.

アナリスト評価(6)

上値余地 +75.71%
買い
4 買い
1 中立
1 売り
現在: 1.40
安値
0.75
平均
2.46
高値
7.00

Roth Capital

2026-08-12

目標株価

$5

買い

Morgan Stanley

2026-07-09

目標株価

—

アンダーウェイト

Susquehanna

2026-05-13

目標株価

—

中立

B. Riley

2026-05-12

目標株価

$5

買い

TD Cowen

2026-05-12

目標株価

$3

中立

バリュエーション指標

Plug Power Inc(PLUG)の現在の予想PERは13.11で、5年平均は-10.56です。

予想PER

適正
5年平均 P/E
-10.56
現在のP/E
13.11
割高
13.13
割安
-34.24

予想EV/EBITDA

適正
5年平均 EV/EBITDA
-24.48
現在のEV/EBITDA
-9.98
割高
19.00
割安
-67.96

予想PSR

適正
5年平均 P/S
6.07
現在のP/S
1.96
割高
12.23
割安
-0.09

Alphio AI による PLUG の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%PLUG

$0.83

シナリオ価格

基

基本

基本 · 50%PLUG

$0.78

シナリオ価格

弱

弱気

弱気 · 25%PLUG

$0.66

シナリオ価格

PLUG を保有するクジラ

E

Electron Capital Partners, LLC

+ を保有PLUG

-17.52%

3か月リターン

イベントタイムライン

2026-09-29 (ET)

07:30:00

Plug Power Signs 280 MW Electrolyzer Supply Agreement with Arcadia eFuels

2026-09-22 (ET)

07:30:00

Plug Power Ships 1 MW Electrolyzer to HWR Hydrogen

2026-07-13 (ET)

07:30:00

Plug Power Signs Deal with Stream, Targeting Over $275M in Liquidity Improvement

2026-07-07 (ET)

07:31:00

Plug Power Announces Final Investment Decision for Hunter Valley Hydrogen Hub Project

2026-06-24 (ET)

07:30:00

Plug Power Completes Execution Phase at Denmark Hydrogen Facility

ニュース

PLUG のよくある質問 — Alphio AI が回答

Plug Power Inc. is engaged in providing an end-to-end hydrogen ecosystem, from production, storage, and delivery to energy generation. The Company is focused on delivering hydrogen solutions. Its vertically integrated, end-to-end hydrogen solutions are designed to fit customer needs, including hydrogen production equipment and the delivery of hydrogen fuel, including fuel cells, proton exchange membrane (PEM) electrolyzers, hydrogen liquefiers, liquid hydrogen cryogenic solutions, and hydrogen production. Its product and service portfolio includes GenDrive, GenFuel, GenCare, GenKey, GenEco Electrolyzers, Liquefaction Systems, Cryogenic Equipment, GenSure, and Liquid Hydrogen. GenDrive is a hydrogen fueled PEM fuel cell system, providing power to material handling electric vehicles (EVs), including Class 1, 2, 3 and 6 electric forklifts, automated guided vehicles, and ground support equipment. GenFuel is a liquid hydrogen fueling, delivery, generation, storage, and dispensing system. It operates in the Energy sector (ELECTRICAL INDUSTRIAL APPARATUS industry).

Plug Power Inc is not a good buy right now due to its current price of $1.38, which is significantly below analyst price targets of $5 from Roth Capital and B. Riley. The stock has a very low RSI of 11.54, indicating it is oversold, but the overall trend is negative with a year-to-date change of -38.12%. The company faces significant risks including a high cash burn rate of $61 million in Q2 2026 and ongoing negative gross margins, which were -9.73% in Q2 2026. These factors suggest that while there may be potential for recovery, the immediate outlook is unfavorable.

6 analysts cover PLUG: 4 rate it Buy, 1 Hold and 1 Sell. The average price target is 2.46.

コミュニティ

もっと見る ↗
lunarviper2026/9/23

$PLUG is expanding its hydrogen footprint across New Zealand & Australia ⚡ ✅Shipping a 1 MW GenEco PEM electrolyzer to HWR Hydrogen’s Invercargill refueling station ✅Earlier selected to supply a 50 MW GenEco PEM electrolyzer system for Orica’s Hunter Valley Hydrogen Hub- the largest renewable hydrogen project in Australia to reach FID, See what’s driving its regional hydrogen expansion 👉

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0xLunarbazaar2026/9/22

$PLUG Plug Power expands hydrogen footprint across New Zealand, Australia Plug Power announced the shipment of a 1 MW GenEco PEM electrolyzer to HWR Hydrogen, a division of H.W. Richardson Group Limited, expanding Plug's GenEco footprint across New Zealand and Australia. The unit will be installed at HWR Hydrogen's refueling station in Invercargill, New Zealand, where it will produce hydrogen to support HWR's fleet of dual-fuel hydrogen-diesel heavy trucks. "What's important about this project isn't simply the size of the electrolyzer. It's what it represents," said Jose Luis Crespo, CEO of Plug. "Plug is building a strong presence alongside this emerging market, with the technology and experience to support projects at every scale. As hydrogen adoption grows across New Zealand and Australia, we're positioned to grow with it."

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