Hydrogen Contract Milestone: Recent chatter on social media has highlighted Plug Power Inc.'s new liquid hydrogen supply contract with NASA, marking its entry into the aerospace sector. Many are intrigued by this development as a potential catalyst for growth. It’s seen as a step forward for the company’s ambitions in the green energy space.
Stock Price Struggles: Discussions also focus on the recent drop in Plug Power’s stock price, with shares falling to around $2.05 amid a broader five-day decline. Some users express concern over dilution risks and upcoming shareholder votes on share expansion. The mood reflects uncertainty about the company’s near-term financial stability.
Analyst Outlook: There’s a mix of opinions on social media regarding analyst forecasts and price targets for Plug Power. While some point to growing confidence due to slightly higher revenue growth assumptions, others remain skeptical about the stock’s ability to rebound. The conversation keeps investors on edge as they weigh the risks and opportunities.
Note: This discussion summary was generated from an AI condensation of post data.
Plug Power Inc. Insider Trading Activity
Plug Power Inc. insiders have traded $PLUG stock on the open market 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $PLUG stock by insiders over the last 6 months:
- BENJAMIN HAYCRAFT (CSO & GM EMEA) has made 0 purchases and 4 sales selling 70,972 shares for an estimated $172,645.
- JOSE LUIS CRESPO (See Remarks) purchased 37,300 shares for an estimated $87,282
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Plug Power Inc. Revenue
Plug Power Inc. had revenues of $177.1M in Q3 2025. This is an increase of 1.91% from the same period in the prior year.
You can track PLUG financials on Quiver Quantitative's PLUG stock page.
Plug Power Inc. Hedge Fund Activity
We have seen 216 institutional investors add shares of Plug Power Inc. stock to their portfolio, and 191 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORGES BANK removed 68,717,487 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $102,389,055
- HEIGHTS CAPITAL MANAGEMENT, INC removed 23,091,715 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $34,406,655
- GOLDMAN SACHS GROUP INC added 18,999,797 shares (+368.2%) to their portfolio in Q3 2025, for an estimated $44,269,527
- BLACKROCK, INC. added 16,071,200 shares (+19.2%) to their portfolio in Q3 2025, for an estimated $37,445,896
- UBS GROUP AG added 11,496,824 shares (+97.5%) to their portfolio in Q3 2025, for an estimated $26,787,599
- MILLENNIUM MANAGEMENT LLC added 9,416,870 shares (+2601.6%) to their portfolio in Q3 2025, for an estimated $21,941,307
- TWO SIGMA INVESTMENTS, LP added 8,068,713 shares (+292.1%) to their portfolio in Q3 2025, for an estimated $18,800,101
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Plug Power Inc. Analyst Ratings
Wall Street analysts have issued reports on $PLUG in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 10/03/2025
To track analyst ratings and price targets for Plug Power Inc., check out Quiver Quantitative's $PLUG forecast page.
Plug Power Inc. Price Targets
Multiple analysts have issued price targets for $PLUG recently. We have seen 7 analysts offer price targets for $PLUG in the last 6 months, with a median target of $2.5.
Here are some recent targets:
- George Gianarikas from Canaccord Genuity set a target price of $2.5 on 11/20/2025
- Biju Perincheril from Susquehanna set a target price of $2.5 on 11/17/2025
- Tim Moore from Clear Street set a target price of $3.5 on 10/08/2025
- Amit Dayal from HC Wainwright & Co. set a target price of $7.0 on 10/03/2025
- Michael Blum from Wells Fargo set a target price of $1.5 on 08/14/2025
- Ameet Thakkar from BMO Capital set a target price of $1.0 on 08/12/2025
- Dushyant Ailani from Jefferies set a target price of $1.6 on 07/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
