NASA Contract Buzz: Recent chatter on social media has spotlighted Plug Power Inc.'s new liquid hydrogen supply contract with NASA, a significant step into the aerospace sector. Many view this as a potential growth driver for the company in the green energy space. It has sparked curiosity about future partnerships and contracts.
Stock Price Volatility: Discussions also center on the recent fluctuations in Plug Power’s stock price, with some noting a sharp decline followed by a modest rebound. There’s debate over whether this signals a buying opportunity or ongoing risk due to financial challenges. Analyst upgrades and downgrades are fueling further speculation.
Clean Energy Momentum: Broader interest in clean energy stocks has brought renewed attention to Plug Power, with some on social media pointing to sector rotation as a catalyst. Partnerships like the one with Walmart are mentioned as potential boosts. The narrative around hydrogen technology keeps the conversation lively.
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 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 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 5 sales selling 110,972 shares for an estimated $259,445.
- 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 212 institutional investors add shares of Plug Power Inc. stock to their portfolio, and 151 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- VANGUARD GROUP INC added 7,789,039 shares (+7.6%) to their portfolio in Q3 2025, for an estimated $18,148,460
- NUVEEN, LLC added 7,021,831 shares (+319.5%) to their portfolio in Q3 2025, for an estimated $16,360,866
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 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Clear Street issued a "Buy" rating on 12/31/2025
- 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:
- Jeffrey Osborne from TD Cowen set a target price of $2.0 on 01/09/2026
- Tim Moore from Clear Street set a target price of $3.0 on 12/31/2025
- 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
- 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
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.
