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Yahoo Finance
04/28
(Community Post)
Government of Paraguay: Decree No. 5307 – applies to Energy-to-X (Power-to-X) initiatives that involve the conversion of renewable electricity into other energy sources or industrial products. This includes green hydrogen, green fertilizers, ammonia, methanol, and electrometallurgy projects. Government of Paraguay: Decree No. 5307 – applies to Energy-to-X (Power-to-X) initiatives that involve the conversion of renewable electricity into other energy sources or industrial products. This includes green hydrogen, green fertilizers, ammonia, methanol, and electrometallurgy projects....
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Yahoo Finance
04/28
(Community Post)
The Yara Eyde represents a breakthrough in sustainable maritime transport—the world's first container ship powered by renewable ammonia. Developed through a pioneering collaboration, the Yara Eyde marks the beginning of environmentally friendly shipping along a key European trade route....
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Yahoo Finance
04/28
(Community Post)
EIB Global, the European Investment Bank's development arm, will provide financing for the Villeta Green H₂ project, developed by ATOME PLC. The 260,000-tonne-per-year facility will produce low-carbon calcium-ammonium nitrate fertilizer using hydrogen generated from renewable energy sources. This will replace fossil fuels in the production process and reduce emissions in one of the most carbon-intensive agricultural sectors....
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Yahoo Finance
04/28
(Community Post)
The EIB's financing will be provided through a project finance model, in partnership with the International Finance Corporation, IDB Invest, the Dutch bank FMO, and the Green Climate Fund. A long-term agreement with the state-owned energy company ANDE will provide the plant with renewable electricity from Paraguay's hydropower potential. The project will create over 5,000 jobs and contribute to the country's economic diversification, as well as strengthen the partnership between Europe and Latin America as part of the Global Gateway initiative....
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Yahoo Finance
04/28
(Community Post)
PLUG in: In February 2025, ATOME signed a preliminary agreement with Hy24—the world's largest low-carbon hydrogen asset manager with over $2 billion in assets under management—for its Clean H2 Infra Fund, which will act as anchor and lead investor with an investment of up to $115 million in the Villeta project. In April 2025, ATOME signed an EPC contract with CASALE for a fixed amount of $465 million. In April 2026, ATOME made the final investment decision for the Villeta project, completing the raising of $665 million in debt and equity to finance the project....
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Yahoo Finance
04/28
(Community Post)
[@austin_u_eqpad6](mention://user/84289383-2ac8-4f3d-8502-606e8eafdd3f) CALM DOWN, WE'RE NOT SPECULATORS, WE'RE INVESTORS. Everything will be fine. It might drop below $3, but not by much and not for long. Paraguay will help....
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Yahoo Finance
04/28
(Community Post)
[@haris4683](mention://user/49bdc3bb-8dad-4415-b70a-0ce5efc53d8d) Pretty sure you have that backwards\. Longs dont really care\. We know the sp will increase over time\. It's the shorts like yourself that are spending a ridiculous amount of time and money to try and get this under $3\....
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Yahoo Finance
04/28
(Community Post)
## SLINGERLANDS, N.Y., April 28, 2026 (GLOBE NEWSWIRE) -- Plug Power Inc. (NASDAQ: PLUG), a global leader in comprehensive hydrogen solutions for the hydrogen economy, will announce its 2026 first quarter results on May 11, 2026. Join the call: Date: May 11, 2026 Time: 4:30 PM ET Toll-free: 877-407-9221 / +1 201-689-8597 Direct webcast: https://event.webcasts.com/starthere.jsp?ei=1760125&tp_key=6963e219ef...
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Yahoo Finance
04/28
(Community Post)
I keep repeatedly posting on this board that potential for PP is not only in the area of Oxidizers and AI data centers but would be primarily in production of ammonium nitrate fertilizer and production and supply of liquid green hydrogen. But blind-sightedly WS analysts keep looking at it in comparison to Bloom! God bless America getting dragged by such media....
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Yahoo Finance
04/28
(Community Post)
Based on data through early 2026, **Plug Power** holds the lead in the overall hydrogen ecosystem (production, storage, and delivery), while **Bloom Energy** leads in large-scale stationary power generation, at the moment, particularly for AI data centers. Soon plug will follow suit. Plug is determined to specialize in green hydrogen which is the preferred method for producing hydrogen as the world is steadfast on being carbon free soon Plug is focused on becoming the largest vertically integrated green hydrogen provider,...
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Yahoo Finance
04/28
(Community Post)
If you have not panicked before relax this has happened a gazillion times. If you have confidence that the financials going forward will be fine and targets hit relax. If you have confidence that FID's will be made in the next year relax. If you believe that the new CEO understands what is necessary and has focused the vision for Plug products and can manage the company to profitability relax. If you want to get excited because of posts from the widow and Jack have at it. I suspect this is the great short push before earnings to make a buck. In months, I suspect what they do here will not matter to your portfolio. But, this investment is speculative and not for weak hearts. If you cannot hack it psychologically or financially this is not the company to invest in there are plenty of great companies out there diversify....
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Nasdaq
04/28
Forget Plug Power: This Profitable Clean‑Energy Leader Is the Smarter Way to Ride the Energy Transition
Plug Power (NASDAQ: PLUG) is a firm believer in a hydrogen-powered future. It created the first viable commercial market for hydrogen fuel cell technology and has deployed more than 72,000 fuel cells…...
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Yahoo Finance
04/28
(Community Post)
I don’t know which Brokerage house will start the spin or make the claim as Plug has many that follow them closely. But the ones that do know how Andy and Plug used to think about GH and Plug-Doing all he could to grow and position Plug to dominate the market as the first mover and biggest Producer of a vertical scaled business.But They know Jose Luis Crespo well enough to know Jose is a man of his word I believe Plug has a CEO capable to engineer Plugs profitability and Future growth strategy to FURTHER PLUGS PLAN TO ABATE THE HARDEST LARGEST INDUSTRIES IN THE WORLD.THESE PLUS THE AI DC concept make up the Biggest most profitable market share. I may be too futuristic but I think they are much closer to profitability today then they are letting out.I also believe when it happens we will see a huge …...
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Yahoo Finance
04/28
(Community Post)
[@ramoutar](mention://user/16e32a9f-b456-4188-b254-d1b29b97a13d)yes I agreed with you that Plug always keeps quiet before its ER. This makes shorts keep attacking our sp. Plug needs to change this strategy to prevent sp going down further by the shorts....
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Yahoo Finance
04/28
(Community Post)
New update on the LA Plug Plant plus who they are shipping H2. First I have seen Walmart Freeze Pak but makes sense. Hidrogenii (LA plant) 1 year after launching its 15TPD LH2 plant, Plug Power and Olin are showing what industrial H2 really looks like shipping from the St Gabriel location.## Operational performance ramp-up with 90% availability and strong monthly output levels in 2026. ## Real-world delivery impact 100s of LH2 trailers shipped, supporting major customers across logistics, retail, and industry : Michelin, Amazon, Wegmans Food Markets, Stellantis, Home Depot, Walmart FreezPak, Logistics Uline, Southeastern Pennsylvania Transportation Authority(SEPTA), Grainger Southwire Company## Meaningful production scale ~15 tons/day plant, part of a broader ~40 TPD liquid hydrogen network...
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Yahoo Finance
04/28
(Community Post)
Well Well. Now the da fools claim Bloom as the leader in GH. See how they run See how they run BE will skate on Hot air until they need to start the warranty replacements of their core.While Plug will be enjoying a negative cost per Kg of Liquid Green hydrogen utilizing their Patented iridium technology in the largest Industrial Revolution ever recorded. Want to be aware of Insanity’s impact on stocks —Don’t forget the Head of the Negative Narrative Drama Committee— da Media Blooms Revenue will never equal Plugs and as the Revenue increases and Jose and team tighten up the ship even more the big big projects that plug has now will show that Plugs ROI and Sales to profit ratio is HUGE HUGE HUGE. These big projects are the ones that bring in the BIG BUCKS —Much bigger then Data Centers even with all their hype. DCs …...
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Yahoo Finance
04/28
(Community Post)
Plug needs a new leadership team. Bloom is on a path that Plug as yet to figure out. At this point, the long term shareholders just want to make their investments back. If they don't change their ways, we will be having the same discussions in 2028....
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Yahoo Finance
04/28
(Community Post)
Bloom isn’t a $200.00 dollar stock. Maybe A 50 or 60$ but $200.00 no way - when you see Da stools say stuff like forget Plug or Buy Bloom the leader -there’s something wrong with what’s going on there. Besides the margin calls and short calls Bloom won’t have cash to build out these so called leader projects —- Bloom is set for a shelf offering a big one a real big one—why do you think they trying to pump it more— $229.35 oh come on man 1300 PE ratio -You gotta be kidding me....
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Yahoo Finance
04/28
(Community Post)
## Blooms ride is over.. I’d take my Gains and I’d run. Your taking a chance some frivolous mess will make people see the light at the end of the tunnel differently and boom - If Plug blows out the quarter and makes a sure fire save of its yearly guidance Bloom is dust in the wind. Just saying . Is it worth it ?...
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Yahoo Finance
04/28
(Community Post)
i watched a video of a Walmart Distribution Center in Chile. They have switched to using H2. In the video it appears to be older equipment from Plug. It has been awhile since the posts where Plug wanted to transfer equipment from locations under their 5 year replacement lease plan. As I remember Plug only wanted cost for transport, documentation and install. Equipment was written off after 5 years....
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Yahoo Finance
04/28
(Community Post)
Probably a wait and see, but this plan came from a leaked 194 page document concerning Germany converting Nat Gas power generation plants to H2 by 2040. EU released more funds to Italy in order to continue tunneling through the Alps to deliver H2 from Northern African and H2’s main pipeline to Germany from N Africa. China planning on a 500mw H2 site in N Africa. “Germany is planning to introduce incentives this year to encourage 2GW of new gas-fired power plant capacity to switch to hydrogen by 2040, with a further 2GW to switch by 2043, according to a leaked 194-page draft bill”...
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Yahoo Finance
04/28
(Community Post)
From Hydrogen Power, companies are expanding hydrogen production and this time with more H2B2 electrolyzers that have Plug Power stacks inside. "The electrolysis capacity in Bosbüll will increase to two megawatts with the conversion. The electrolyzer used in Bosbüll – like that used in the eFarm sister project HY.Kiel – comes from the Spanish manufacturer H2B2."....
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Yahoo Finance
04/28
(Community Post)
The Big Deal Jose Luis Crespo is going after is exactly what Big sector Long duration project Companies have to have —-and that is recurring revenue. The CEO main job is fwd looking revenue and the survival of the company during all economic conditions.. Things were extremely tight in the bidets years . And in 2025 Plug had to work extremely hard to make the most. I’m surprised But not really that bloom and Fcel didn’t fold. Bloom got a sweetheart deal maybe we will see how that works out, meantime Plug signed a few long term contracts started the FID process and sold and serviced almost 75,000 material handlers. Captured a major data Center developer , delivered 90mw of the 100 mw Galp deal and completed a few other important projects. Hy2gen Norway Belgium The Pipeline fill a NASA fill New Iridium plate partner with extremely good results, tightening …...
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Yahoo Finance
04/28
(Community Post)
[$PLUG](mention://asset/PLUG) **Why the Middle East And Ukraine crisis is triggering a global shift away from oil** [https://x.com/BakkenShale/status/2049151197542592540](https://x.com/BakkenShale/status/2049151197542592540)...
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Yahoo Finance
04/28
(Community Post)
THIS IS REAL WORLD TODAY\! Plug \(green hydrogen → power\) With subsidy: $0\.5 – $2\.0 per kg Electricity output ≈ 18 kWh 👉 Cost per kWh: $0\.03 – $0\.11 per kWh ⚫ Bloom \(natural gas → power\) Bloom Energy fuel cells typically: Use natural gas directly Efficiency ~55–65% Typical delivered cost: $0\.06 – $0\.12 per kWh \(industry range\)...
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Yahoo Finance
04/28
(Community Post)
Plug sells a lot of PEM stacks etc to a lot of older and newer companies. Being the worlds largest manufacturer of specialized PEM systems Plugs OEM credentials are with out question. As the industry grows Plug grows. We are seeing this increasing in the East in the Balkan's in the African Continent in the Middle East UAE and SA. Plug is truly a Global Hydrogen OEM Company...
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Yahoo Finance
04/28
(Community Post)
[@ramoutar](mention://user/16e32a9f-b456-4188-b254-d1b29b97a13d) I don't know where you are getting your information. [https://www.eia.gov/outlooks/aeo/assumptions/pdf/HMM_Assumptions.pdf](https://www.eia.gov/outlooks/aeo/assumptions/pdf/HMM_Assumptions.pdf)...
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57
Yahoo Finance
04/28
(Community Post)
[$PLUG](mention://asset/PLUG) **100 Reasons $PLUG Can Be Viewed as Bullish When Oil Prices Are High** 1. High oil prices push global demand toward alternative energy. 2. Geopolitical instability highlights the need for energy diversification. 3. Hydrogen becomes more cost‑competitive when fossil fuels spike. 4. PLUG’s electrolyzer business benefits from interest in domestic energy production. 5. Investors rotate into clean‑energy names during oil shocks. 6. Energy‑security concerns boost hydrogen infrastructure spending. 7. Governments accelerate renewable incentives when oil markets tighten. 8. PLUG’s green hydrogen strategy aligns with long‑term decarbonization goals. 9. High oil prices increase corporate interest in fuel‑cell fleets. 10. Hydrogen offers predictable pricing vs. volatile oil markets. 11. PLUG’s partnerships gain value when energy volatility rises. 12. Oil‑driven inflation pushes companies to explore alternative fuels. 13. Hydrogen adoption reduces exposure to geopolitical oil risks. 14. PLUG’s electrolyzer tech benefits from global decarbonization mandates. 15. High oil prices make hydrogen trucking …...
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Yahoo Finance
04/28
(Community Post)
## [$PLUG](mention://asset/PLUG) ⚡ **Plug Power’s Full Product Ecosystem** Plug Power ($PLUG) isn’t just “a hydrogen company.” It’s a **vertically integrated hydrogen ecosystem** spanning production, storage, distribution, and end‑use fuel cell systems. Below is the complete product stack. ## **1. Green Hydrogen Production** Plug is building a **nationwide network of green hydrogen plants** using electrolyzers powered by renewable energy. Products include: - **PEM Electrolyzers** (Proton Exchange Membrane) - **MEGAWATT‑scale electrolyzer systems** - **Turnkey hydrogen plants** for industrial customers These systems convert water + renewable electricity → hydrogen with zero carbon emissions. ## **2. Hydrogen Fuel Cell Engines** Plug manufactures fuel cell engines for: - **Material handling equipment** (forklifts) - **Commercial vehicles** - **Stationary power** - **Aviation prototypes** - **Backup power systems** These engines replace diesel or propane engines with hydrogen fuel cells. **3. Material Handling Solutions (their biggest commercial success)** Plug is the **market leader** in hydrogen-powered warehouse equipment. Products include: …...
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Yahoo Finance
04/28
(Community Post)
[@cakewalker](mention://user/3110f549-bc22-4d06-acc2-45e7d77d07f1) Plug Power produces approximately 1% of global hydrogen production. Air Liquide produces approximately 1.2 million tons of hydrogen per year, which represents a significant share of the global hydrogen market. Don't believe the propaganda that PLUG releases....
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Yahoo Finance
04/28
(Community Post)
[@cakewalker](mention://user/3110f549-bc22-4d06-acc2-45e7d77d07f1) HAL and the other field service companies will capitalize on rebuilding the infrastructure that Iran hit by the time PLUG has to resort to diluting shareholders again. The O&G companies profits should soar in 2026....
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Yahoo Finance
04/28
(Community Post)
It would be real funny if Bloom actually tells the truth and tells the world that their Natural gas fuel cells are made by Plug Power. Bloom didn’t have that capability and I know they have been buying them from Plug in the past....
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Yahoo Finance
04/28
(Community Post)
**How Hydrogen (and Companies Like** [$PLUG](mention://asset/PLUG) **) Could Reduce Gasoline & Oil Prices — Even During War** [https://x.com/BakkenShale/status/2048412218773901605](https://x.com/BakkenShale/status/2048412218773901605)...
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Yahoo Finance
04/28
(Community Post)
[$PLUG](mention://asset/PLUG) is now a space stock. Artemis II, launched on April 1, 2026, was **a historic 9-day, 1-hour crewed lunar flyby mission**, marking the first time humans traveled beyond low Earth orbit since 1972. The crew successfully orbited the Moon, tested the Orion capsule's systems, and safely splashed down on April 10, 2026, paving the way for future lunar landings...
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Yahoo Finance
04/28
(Community Post)
## **The Dilution Dilemma** Perhaps the most insidious problem for existing shareholders is the relentless dilution. The share count has risen by approximately 50% in just the past twelve months and has nearly quadrupled since 2020. Even if the operating business turns profitable, this pace of dilution could consume a substantial portion of any future share-price appreciation. The company ended 2025 with $368.5 million in unrestricted cash, and the asset-sale pipeline offers some breathing room. But with the cash burn still running at over half a billion dollars annually, the liquidity runway remains a central concern. **The Verdict on May 13** The stock currently trades about 34% above its 50-day moving average—a level that leaves little margin for disappointment. The May 13 earnings report will determine whether the post-Q4 rally has fundamental support or whether the shares have simply run ahead of reality. With tariffs threatening to reverse hard-won margin …...
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Yahoo Finance
04/28
(Community Post)
## **Wall Street’s Deep Skepticism** Despite the stock’s rally, the analyst community remains sharply divided. BMO Capital’s Ameet Thakkar maintains a sell rating with a price target of just $1.00. The broader consensus sits at “hold,” with an average target of $2.71—below the current trading level. Among 30 analyst estimates, the range is enormous: Jefferies sees fair value at $1.80, Wells Fargo at $2.00, while HC Wainwright is far more optimistic at $7.00. This dispersion reflects deep structural concerns that go beyond the quarterly numbers. Plug Power continues to burn cash at an alarming rate. Operating cash outflow in 2025 totaled $535.8 million, though that represents a roughly 27% improvement from the prior year. The company ended 2025 with $368.5 million in unrestricted cash and plans to generate over $275 million through asset sales...
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Yahoo Finance
04/28
(Community Post)
Plug has sold off a few assets - the ones that let them retain an interest and still recoup millions. It sold off the NY Plant -location and joined Data Stream gaining 275 million + . This restructuring is saving Plug over 300 million a year I believe, Maybe more , combined with a increase from Quantum Leap Global job realignment and logistic improvements Plug is on track to keep the profits it’s going to make. This has cost Plug Its share holders etc but it’s been a long good experience building Plug up into the Global leader it is. I think our reward is coming soon....
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Yahoo Finance
04/28
(Community Post)
Ever heard of Plug's patnership with BAE Systems? Monday 11th May 2026😉 Plug is generating some transit\-related revenue\. Supplying hydrogen \+ fueling systems to certain transit pilots\. Providing mobile refueling units\. Plug supplied hydrogen and fueling for a bus fleet pilot with multi\-year fuel supply \(SamTrans\)\....
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Yahoo Finance
04/28
(Community Post)
Plug Power generated over $700 million in revenue last year. While that was up from $628 million in 2024, it was down from $891 million in 2023. Meanwhile, Plug's operations are losing money and burning through cash. The company posted a loss of more than $1.6 billion last year, up from nearly $1.4 billion in 2023. It used $536 million in cash from operations last year, requiring it to issue stock to bridge the gap, diluting existing investors and weighing on the share price....
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Yahoo Finance
04/28
(Community Post)
[@ramoutar](mention://user/16e32a9f-b456-4188-b254-d1b29b97a13d) That's San Mateo County California.San Mateo County is facing a $16 million general fund deficit for the upcoming fiscal year, which is more than double the previous year's projected shortfall. Cutbacks are in the pipeline....
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57
Yahoo Finance
04/28
(Community Post)
They want the data centers up and running as quickly as possible, because the data center space is already sold and under long-term contracts. Construction delays due to slow grid upgrades are revenues that are lost forever....
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57
Yahoo Finance
04/28
(Community Post)
Companies and Plug leave the past in the past and only concentrate on what they can improve with a newly budgeted business year. Investors can be ticked off losing funds but that is business. Bringing up past numbers at a high level meeting might shorten your stay. We can speculate and maybe try and scare stock owners but the only change a company can make is if the Comptroller can change the current budget. Hardly occurs. Next year isn’t money either as it is just talk until management decides where they need to improve and sign off on a new funded plan. I agree companies don’t always have hard cash but they have assets or a credit line to access. Speculating about Plug at the same time as a new Quarterly reporting is due doesn’t affect the company only people willing to listen....
57
Yahoo Finance
04/28
(Community Post)
[@rocketmans](mention://user/b6a8729c-04c9-4da5-9cc8-6447c7702f8e) over $1B of the loss was non\-cash charges for asset impairment, capital transactions, and other non\-cash charges related to their restructuring under Quantum Leap\. Of course you knew all this, but you chose to make it seem like they lost $1\.6 B in cash\. Just another example of you spreading FUD\. As everyone knows you have an agenda, and you are not honest...
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Yahoo Finance
04/28
(Community Post)
[@cakewalker](mention://user/3110f549-bc22-4d06-acc2-45e7d77d07f1) NASA has utilized solid oxide fuel cell technology developed by Bloom Energy, which was originally inspired by the need to sustain life on Mars. I don't recall PLUG fuel cells being mentioned by NASA....
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Yahoo Finance
04/28
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5) Plug has amassed so much experiences and know how, it is hard to wrap your head around. A new team in place much more focused on monetizing all of it and into a very rapidly maturing market now. All of that will be accelerated by all the events we have in the energy space also. Manifest destiny case we have!...
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Yahoo Finance
04/28
(Community Post)
## What to Watch From Here The recovery case rests on a specific sequence of events that must unfold in a specific order. Gross margin turns positive. Cash burn shrinks to a level the business can sustain without continuous equity issuance. Hydrogen infrastructure demand scales enough to support volume economics that actually make sense at current and projected production costs. Each step depends on the one before it, and the timeline for all three happening within a window that still leaves meaningful upside for current shareholders is genuinely uncertain. Policy support adds another variable that investors don’t fully control. The hydrogen production tax credits embedded in the IRA represent billions of dollars in potential value for PLUG if the regulatory framework remains intact, but any rollback of clean energy incentives would meaningfully alter the unit economics on which the turnaround depends. That policy risk sits in the background of every …...
57
Yahoo Finance
04/28
(Community Post)
[@md3926](mention://user/8e3d78f5-2b77-4960-80cf-c98660f201a0) You don't own any shares are well known for your imagination. You are not making your self look smart or cool. They are eating PLUGs lunch in the data center space....
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Yahoo Finance
04/28
(Community Post)
[$PLUG](mention://asset/PLUG) $PLUG is finally getting the tailwinds it’s been waiting for. The **fuel‑cell boom is real**, and the demand picture looks way different than it did a few years ago. AI data centers need clean, reliable power ⚡️ Warehouses and logistics are scaling hydrogen forklifts 🏗️ Utilities are hunting for long‑duration storage solutions 🔋 And guess who’s positioned across ALL of those lanes? Yep — **$PLUG**. Electrolyzers, fuel cells, green hydrogen production… it’s one of the few players with a full‑stack approach. While everyone argues about EVs vs hydrogen, the real growth is happening behind the scenes in **industrial, commercial, and AI‑driven energy** — exactly where $PLUG has been building for years. Hydrogen isn’t a “maybe someday” story anymore. It’s happening now. And $PLUG is sitting right in the middle of the transition. Long‑term investors know the deal. 📈🔥...
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Yahoo Finance
04/28
(Community Post)
[$PLUG](mention://asset/PLUG) $PLUG sitting on **$368M cash** and pushed **$710M revenue** over the last year 📈🔥 Cash burn improving, liquidity boosted, and hydrogen demand ripping higher. Data centers, electrolyzers, green H₂… the runway is REAL. Fuel‑cell season is just getting started 🚀💨...
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Yahoo Finance
04/28
(Community Post)
## Plug Power (PLUG) PT Raised to $3.50 at Clear StreetApril 28, 2026 4:39 PMClear Street analyst Tim Moore raised the price target on Plug Power (NASDAQ: PLUG) to $3.50 (from $3.00) while maintaining a Buy rating.The analyst commented, "Plug Power (PLUG) is scheduled to report its March quarter results on the afternoon of May 11th. We fine-tune our quarterly estimates by trimming our 1H revenue forecasts and increasing our 2H revenue forecasts. For the March quarter, we forecast 8% sales growth to $144 million. For the 2026 full year, we now forecast 15% sales growth to $817 million, which is 2% lower than our prior forecast. However, we now forecast less of an adjusted EBITDA loss for this year and next year, due to slightly better gross margin forecast. Our 2026 & 2027 adjusted EBITDA loss forecasts have been narrowed to reflect the cost savings program benefit on PLUG’s …...
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Yahoo Finance
04/28
(Community Post)
Price Target: raised to $3.50 (from $3.00) Rating: Buy (maintained) Analyst: Tim Moore (Clear Street) Key reasons behind the upgrade: Improved gross margin outlook Lower expected EBITDA losses in 2026–2027 Projected \~15% revenue growth in 2026 Positive impact from ongoing cost-cutting initiatives...
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Yahoo Finance
04/28
(Community Post)
[@u_y514pzyltk6h](mention://user/155fe692-2c9c-408f-b8ac-b95c8b730b72) [**MD**](https://finance.yahoo.com/community/u/md3926/) [@md3926](https://finance.yahoo.com/community/u/md3926/) [Apr 14](https://finance.yahoo.com/community/post/0440f94e-450c-4f9d-b11d-968021e3d8f5/) Well I sold 2,000 shares of Bloom at $214. Still hold 8,000. Hard to believe Bloom is a 60-billion-dollar company while ole' Pluggie is 4 billion. This is going to change quickly. Enjoy the ride!...
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Yahoo Finance
04/28
(Community Post)
## EERE Success Story—World's First Fuel Cell Cargo Trucks Deployed at Memphis International Airport Thanks to R&D funding from the Energy Department’s Fuel Cell Technologies Office \(FCTO\), the Federal Express Hub at the Memphis International Airport in Tennessee has a new 15\-vehicle fleet of hydrogen fuel cell powered ground support equipment\. A ribbon\-cutting ceremony was held on April 9 to mark the kickoff of the two\-year demonstration of the vehicles, which are part of the world’s first zero\-emissions ground support fleet in the world\. Plug Power of Latham, NY provided the fuel cell technology and hydrogen fuel integrated into the vehicles, which are specialized cargo tugs supplied by Charlatte America\. There are more than 60,000 ground support equipment trucks in North America, representing an important market and opportunity to offer further energy and environmental benefits at airports\. The ribbon cutting ceremony was hosted by FedEx Express and attended by U\.S\. …...
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Yahoo Finance
04/28
(Community Post)
As of April 28, 2026, the collaboration between **Plug Power** and **VSPARTICLE** has moved from the laboratory to industrial-scale deployment in Europe, supported by strategic licensing and government-backed research. **The Licensing Agreement** While the exact financial terms remain proprietary, the partnership is structured as a **strategic technology integration**: - **Commercial Rights**: Plug Power serves as the primary **commercial validation partner**. This allows Plug to integrate VSPARTICLE’s patented nanoporous catalyst layers into its next-generation **GenEco** electrolyzers. - **Manufacturing Advantage**: Plug utilizes VSPARTICLE’s **G1 technology** (nanoprinting) to apply catalyst layers. This "dry deposition" method replaces expensive and wasteful traditional "wet" coating processes, allowing Plug to scale production while significantly lowering capital expenditure (CapEx). - **Exclusive Testing Data**: Through their **8,000-hour validation**, Plug holds the most comprehensive performance data on this specific iridium-saving tech, giving them a first-mover advantage in proving its durability to institutional lenders. **European Deployment & Projects** Europe is the …...
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Yahoo Finance
04/28
(Community Post)
As of April 28, 2026, the European Union has dramatically scaled its financial support for hydrogen, deploying a multi-billion euro "carrot and stick" approach. These subsidies are designed to bridge the massive price gap between expensive green hydrogen and cheaper fossil-fuel alternatives while specifically targeting the "critical mineral" bottleneck of iridium. **1. The "European Hydrogen Bank" (EHB) Auctions** The EHB is currently the most significant funding mechanism for commercial-scale projects. It provides a **fixed premium** (subsidy) per kilogram of hydrogen produced for a 10-year period. [**climate.ec.europa.eu**](http://climate.ec.europa.eu) **+1** - **Third Auction (IF25)**: Launched with a **€1.3 billion** budget, this auction recently drew **€8.4 billion in bids** (over 6x oversubscribed), showing massive industry demand. - **RFBNO Segment**: **€600 million** is dedicated specifically to Renewable Fuels of Non-Biological Origin. - **Low-Carbon & Mobility**: For the first time, **€400 million** is available for low-carbon hydrogen, with an additional **€300 million** for maritime and aviation …...
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57
Yahoo Finance
04/28
(Community Post)
This is an interesting milestone for Renewables, Wind and Solar verses Nat Gas to create Electricity in the US. These numbers are compiled by EMBER for March 2026. Clean energy accounted for 35 percent of U.S. electricity supply last month, while gas accounted for 34 percent. Combined, wind and solar energy provided 26 percent of the country's power in March. Combined non fossil fuel generated 61%. I will assume Hydro and nuclear supplied the rest. I can remember this number wasn’t much over 50% a few years back. The cost is the cost but a trend over 4 years is a real trend....
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57
Yahoo Finance
04/28
(Community Post)
The **EU Projects of Common Interest (PCI)** list officially includes **100 hydrogen and electrolyzer projects** that have secured fast-track permitting. These projects form the core of the planned **€80bn European Hydrogen Backbone**, which aims to replace natural gas with hydrogen to decarbonize industry and transport. **Hydrogen Europe +3** **Key Infrastructure Hubs (PCI List)** The second Union list, published in the [**Official Journal**](https://energy.ec.europa.eu/news/235-key-cross-border-energy-projects-boost-europes-interconnectivity-2026-04-09_en) on April 9, 2026, highlights several major corridors: - **H2med Corridor**: Includes the **BarMar** (Barcelona-Marseille) and **CelZa** (Celorico da Beira-Zamora) subsea and overland interconnections. - **SoutH2 Corridor**: A 3,300km pipeline intended to import renewable hydrogen from North Africa to Central Europe, recently receiving renewed PCI status. - **Nordic-Baltic Hydrogen Corridor**: Connects six countries (Finland, Estonia, Latvia, Lithuania, Poland, and Germany) to ensure stable regional supply and energy security. - **Pomeranian Green Hydrogen Cluster**: Integrates production in north-western Poland and north-eastern Germany via a cross-border interconnection. **GAZ-SYSTEM +4** **Strategic …...
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57
Yahoo Finance
04/28
(Community Post)
As of April 28, 2026, Plug Power is applying the "Quantum Leap" playbook to other rare minerals—specifically **platinum**—while simultaneously pivoting toward **modular manufacturing** and **automation** to drive down hardware costs by an additional 20%. **1. The Next Frontier: Platinum Reduction** Just as Plug addressed the iridium bottleneck, it is now targeting **platinum** usage in its GenDrive 3.0 fuel cell architecture and electrolyzer stacks. **Hydrogen Insight +1** - **The Goal**: Plug’s 2025–2026 research initiatives focus on reducing platinum loading by leveraging similar **nanoporous catalyst layers** used in the iridium breakthrough. - **Impact**: Management anticipates that these advancements could lower the overall cost of fuel cell production by up to **20%** by late 2026. - **Alternative Materials**: Plug is exploring the use of **ruthenium-based catalysts** and **nickel-iron alloys** as secondary alternatives for specific components to mitigate the supply chain risks associated with Platinum Group Metals (PGMs). **Renewables Now +4** **2. Advanced Membrane …...
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57
Yahoo Finance
04/28
(Community Post)
[@camel9543 - ](https://finance.yahoo.com/community/u/camel9543/)**As of April 28, 2026, the collaboration between Plug Power and VSPARTICLE** **has NOT yet reached full industrial-scale deployment in Europe**. It is in a transitional phase between lab validation and early commercialization. Here’s the most accurate status based on the latest available information: 🔬 1. Laboratory → validated breakthrough (completed) - The joint work (with the Center for Clean Hydrogen) has **successfully demonstrated** a new catalyst-layer technology that dramatically reduces iridium usage while maintaining performance. - This is a **research-to-prototype milestone**, not deployment. 🏭 2. Current phase (2025–2026): pilot & early commercial scale - VSParticle is **scaling coating capacity** and preparing: - **Pilot projects** - **Early commercial deployments with electrolyzer manufacturers** - Multiple partners (not all publicly named) have: - **Integration programs** - **Commercial-scale testing scheduled to begin in 2026** 👉 This is the key point: These are **pre-industrial validation steps**, not full rollout. ## 🇪🇺 3. …...
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57
Yahoo Finance
04/28
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5) Hope and hype. Just like claims of finding a cure for cancer in a lab rat experiment, or PLUGS data center demonstration that led to zero business.The lab experiment is not attracting other companies in the industry to make a substantial investment in PLUG. That would have happened when the paid to publish the article....
57
Yahoo Finance
04/28
(Community Post)
If it was me I would spend a lot of time on how the EU and UK think about “Made in EU”. oIt is far more complicated than some paragraphs and totally different than why and how we implement “Made in the US”. Much deeper consequences in Europe. Sure, Plug started a project years ago for Antwerp. And like old projects has been a long expensive journey. If to 100mw plant is completed, it might be end of 2026 or 2027. We shall see. It is not designed to build electroylisers. it might look more like GALP. The testing and demonstration site will continue. when I worked in the UK; we imported finished US Equipment and we imported Part for assembly. There are different VAT and other rules declared for life cycle. For Plug, they will be in discussion on “Substancial Assembly” doctrine. They could qualify early on but eventually …...
57
Yahoo Finance
04/28
(Community Post)
The Trade-offs of Lower Iridium Loading If we use less iridium in Proton Exchange Membrane (PEM) fuel cells and electrolyzers, we see three major shifts: Cost & Scalability: The Pro: High-performance catalysts like the Ru6IrOₓ developed at Rice University can cut anode catalyst costs by over 80%. This is essential for scaling to the terawatt level, which would otherwise require 40 years' worth of global iridium supply. The Con: Reducing the metal too much can make the system sensitive to price swings if the "replacement" materials (like ruthenium) aren't perfectly stabilized. Durability (The "Stability" Problem): Iridium's primary job is to survive the harsh, acidic conditions inside a PEM cell. Historically, if you used less iridium, the catalyst wasn't robust enough, leading to higher electrical power consumption over time and shorter equipment lifespans. Recent Breakthroughs: New techniques, such as embedding iridium atoms within a ruthenium oxide lattice, have allowed for 90% …...
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46
Ground News
04/29
Plug Power Stock Rallies As Bloom Energy Blows Past Estimates - Plug Power (NASDAQ:PLUG)
Plug Power Inc (NASDAQ:PLUG) shares are climbing Wednesday morning as the hydrogen and fuel cell sector receives a boost from Bloom Energy Corp's (NYSE:BE) stellar first-quarter performance. Bloom…...
60
Nasdaq
04/29
Stock Market Today, April 29: Plug Power Jumps on Sector Strength and a Price Target Boost
Plug Power (NASDAQ:PLUG), which develops hydrogen fuel cell and electrolyzer systems, closed Wednesday at $3.41, up 12.54%. The stock moved higher after an analyst target hike and a sector-wide fuel…...
84
r/investing
04/29
I tried to find which AI infrastructure sector hasn’t already been fully repriced
I’ve been trying to look at the AI trade from a slightly different angle. A lot of the obvious AI infrastructure winners have already had huge moves. Optical networking, data center construction, coo...
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44
0
(Community Post)