Added to YB: 2025-11-19
Pitch date: 2025-11-17
PLUG [bullish]
Plug Power Inc.
+14.5%
current return
Author Info
Stock Pursuit researches domestic deep value equities below net cash, net current asset value or net tangible assets. Sign up for the newsletter.
Company Info
Plug Power Inc. develops hydrogen fuel cells product solutions in North America, Europe, Asia, and internationally.
Market Cap
$3.1B
Pitch Price
$2.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-4.52
P/E
-1.09
EV/Sales
5.90
Sector
Electrical Equipment
Category
growth
Plug Power & Hydrogen Fuel Cell Deep Dive
PLUG (overview): Hydrogen fuel cell co w/ 30% short interest despite major momentum. CEO says engaged w/ 3 major data center operators for deployment/tests. Recent deals: $5.5B Uzbekistan project, 3GW Australia electrolyzer deal. 8GW pipeline, $2B electrolyzer backlog. Targeting EBITDA+ H2 2026, 20-25% rev growth to $761M. Trading 3-4x P/S on forecasts.
Read full article (12 min)