Added to YB: 2026-04-20
Pitch date: 2026-04-17
PLUG [bullish]
Plug Power Inc.
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. designs, develops, and sells hydrogen products and solutions in Europe, Australia, North America, and internationally.
Market Cap
$4.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-7.25
P/E
-2.06
EV/Sales
6.66
Sector
Electrical Equipment
Category
turnaround
Plug Power New CEO-Catalysts
PLUG: New CEO Crespo pivoting from dilution to profitability—Q4 2026 EBITDA+ target, op income 2027, full profit 2028. Q4'25 adj EPS -$0.06 vs -$0.29 YoY, gross margin now positive. 275MW Quebec electrolyzer win, 5GW AGA funnel, $8B sales pipeline. 90% iridium cost cut via VSparticle tech. Amazon/Walmart growth resuming on ITC reinstatement. 2GW+ gigafactory capacity scalable. $132M Stream Data Centers deal, NASA H2 supply pact. Electrolyzers enable grid arbitrage + dynamic load mgmt.
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