Recent discussions on X about Plug Power (PLUG) have been buzzing with activity, largely driven by the company’s latest project milestone in Portugal with the delivery of a 10MW electrolyzer to a major energy partner. Many users are highlighting this as a significant step forward in the green hydrogen space, with some pointing to record production numbers at the company’s Georgia plant as further evidence of operational momentum. The stock’s recent surge of nearly 20-30% has also caught attention, fueling excitement among investors tracking the renewable energy sector.
Additionally, posts on X have noted a prominent analyst upgrade, with a price target for PLUG being raised significantly, reflecting optimism about tailwinds from higher electricity costs and nuclear support for green hydrogen. However, there are whispers of caution as well, with some users mentioning the stock’s volatility and high short interest as potential risks. The conversation remains dynamic, with a mix of bullish enthusiasm and tempered skepticism shaping the narrative.
Note: This discussion summary was generated from an AI condensation of post data.
Plug Power Insider Trading Activity
Plug Power insiders have traded $PLUG stock on the open market 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PLUG stock by insiders over the last 6 months:
- PAUL B MIDDLETON (See Remarks) has made 2 purchases buying 1,000,000 shares for an estimated $922,425 and 0 sales.
- BENJAMIN HAYCRAFT (CSO & GM of EMEA Region) sold 10,972 shares for an estimated $17,445
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Plug Power Hedge Fund Activity
We have seen 197 institutional investors add shares of Plug Power stock to their portfolio, and 150 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
- UBS GROUP AG removed 20,905,625 shares (-63.9%) from their portfolio in Q2 2025, for an estimated $31,149,381
- HRT FINANCIAL LP added 12,823,329 shares (+19267.6%) to their portfolio in Q2 2025, for an estimated $19,106,760
- VANGUARD GROUP INC added 10,474,072 shares (+11.5%) to their portfolio in Q2 2025, for an estimated $15,606,367
- D. E. SHAW & CO., INC. added 9,054,661 shares (+inf%) to their portfolio in Q2 2025, for an estimated $13,491,444
- LEGAL & GENERAL GROUP PLC added 6,364,483 shares (+59.9%) to their portfolio in Q2 2025, for an estimated $9,483,079
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Plug Power 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 3 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 10/03/2025
- Morgan Stanley issued a "Underweight" rating on 05/19/2025
- Piper Sandler issued a "Underweight" rating on 05/14/2025
- Seaport Global issued a "Sell" rating on 04/08/2025
To track analyst ratings and price targets for Plug Power, check out Quiver Quantitative's $PLUG forecast page.
Plug Power Price Targets
Multiple analysts have issued price targets for $PLUG recently. We have seen 9 analysts offer price targets for $PLUG in the last 6 months, with a median target of $1.0.
Here are some recent targets:
- 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
- Biju Perincheril from Susquehanna set a target price of $1.8 on 07/21/2025
- Arthur Sitbon from Morgan Stanley set a target price of $0.5 on 05/19/2025
- Kashy Harrison from Piper Sandler set a target price of $0.8 on 05/14/2025
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.
