PLUG Plug Power Inc

$PLUG PLUG IS UNDERVALUED AND IMPROVING A recent Simply Wall St article suggests that Plug Power may be 84% overvalued because its 2.8× price-to-sales ratio exceeds the 1.7× average for electrical industrial companies. However, that comparison uses the wrong peer group. Plug should be compared with hydrogen companies such as FuelCell Energy and Bloom Energy; against those peers, Plug appears significantly undervalued. Other negative articles criticize Plug’s failure to reduce GAAP operating expenses. However, GAAP figures obscure the progress made over the past eight quarters and provide limited insight into the company’s path to breakeven. Core Operating Expense is a more useful measure. Plug’s COE for the past four quarters was: 1. Q3/25…..$127M 2. Q4/25…..$112M 3. Q1/26…..$82 M 4. Q/226…..$42 M ($78M adjusted) The negative articles about Plug use very misleading data. Plug is undervalued and improving!

$PLUG The Bottom Line on PLUG Stock The company is unlikely to need to raise much more money and looks to be heading steadily towards profitability. Add in its two big, upcoming projects and its good odds of getting involved in supplying the nascent European hydrogen trucking market, and Plug’s current market cap of $2.35 billion looks very low and attractive.

$PLUG Had to add 5K shares from premarket in order to rejoice the upcoming industrial scale business.

$PLUG Start giving management some credit. Q3/26 CASH BURN OF ONLY $28 MILLION IS GREAT NEWS!

$PLUG HOW SWEET IT IS! Plug Power hired Dr. Lee Sweetland to replace Dean Fullerton. Reading between the lines the announcement indirectly let’s investors know Plug is aggressively pursuing its Plug/VSParticle low Iridium coating technology. Dr. Sweetland will: 1. Focus on PEM & electrolyzer manufacturing (think Plug/VSParticle technology) 2. Product efficiency Plug/(VSParticle technology makes PEMs more efficient) 3. Product reliability (Plug/VSParticle technology improves reliability) 4. Reduce manufacturing costs (Plug/VSParticle technology reduces costs by 40%-50%) Why did the COO of Ballard jump ship to Plug? Because he is aware of something very promising for Plug in the not-to-distant future. And that something is its manufacturing transition to low Iridium coating technology. The transition should hit full stride by mid-2027 and that is the reason Dr. Lee Sweetland resigned as COO of Ballard to come to Plug Power! How sweet it is!

$PLUG 🚀 PLUG POWER IS BUILDING MOMENTUM — WHILE THE MARKET IS STILL LOOKING IN THE REARVIEW MIRROR! Management has laid out a clear path to profitability: positive EBITDAS in Q4 2026, positive operating income by year-end 2027, and full profitability by year-end 2028. Look at what Plug has already accomplished. Gross margin turned positive in Q4 2025. Revenue is growing, margins are improving, and preliminary Q3 2026 net cash usage came in at just ~$28M. Full-year 2026 revenue growth guidance remains at 15–16%, backed by an ~$8B electrolyzer pipeline and real projects moving toward execution. With the progress already delivered and momentum building, why settle for just meeting the targets? PLUG has the potential to beat them! 🔥 The company is executing, the fundamentals are strengthening, and the turnaround is gaining traction. I’m focused on where Plug is going — not where the stock price has been. Sooner or later, the market will have to pay attention to the results. 💪

$PLUG My fellow shorts i have tell You Something Fuelcell back up wins now !!!!!! Diesel backup 48 hours H2 backup. 78 hours according to Microsoft test 3 MW with Plug! White hydrogen my boys !!!!!! If i was a datacenter?????? Capiche???

$PLUG BUY BUY BUY you morons buy as much as you can before earnings. If plug will generate greater than 10% vs. 3rd qtr last year and burn ~ 28M this qtr, it means the numbers will come in at the high end of the estimates. My estimate is 196-198M revenue and - 0.03-0.04 loss. GLTA

$PLUG 🚀 PLUG POWER: THE TURNAROUND IS GAINING MOMENTUM! Q3 preliminary net cash usage: just ~$28M, with no ATM or other equity/debt financing proceeds. Revenue is expected to grow >10% YoY, margins are improving, and 2026 revenue growth guidance remains at 15–16%. A ~$8B electrolyzer opportunity pipeline, major project progress, and Orica’s 50 MW order support the growth story. Dr. Lee Sweetland, former Ballard Power Systems COO, adds deep PEM manufacturing and industrialization expertise as Plug focuses on cost efficiency and execution. The roadmap: lower cash burn, stronger margins, positive EBITDAS in Q4 2026. The turnaround is showing measurable progress. Next key checkpoint: Nov. 9. Watch the execution—not the noise. 💪

$PLUG “record low net cash usage of approximately $28M“ That’s awesome for the third busiest quarter in their yearly business cycle.

$PLUG the amount of people who have lost money and hold a vendetta against plug is fascinating. They just keep coming back here for years and years 😂. What a way to spend the day.

$PLUG as soon as the Uzbekistan or Australian FIDs orders come in, plug will be profitable business with high margins on electrolyzers so maybe starting 2027 and that will make Plug market cap 20+ billion

$PLUG Sweetland got to take a look under the hood... he must have liked what he sees in PLUG's future. Bulls will rule here as the numbers will do the talking in 2026 and 2027. . . .

$PLUG So first they brought down the cost and next they'll scale to Thyssenkrupp category. This wouldn't happen unless there was a clear demand incoming.

$PLUG Guess they are pretty sure of revenue this year, as I expect most will come from their logistic centers from Walmart and Amazon... If they manage to get a few extra contracts signed (including FID), then they have a path to profitability and this will turn around... Also curious to see how margin evolution is on their hydrogen production sites... I remain positive, I think Crespo knows what he is doing....

$PLUG based on this morning update from PLUG, revenue will come in at around $196M and -.0.05c loss. This is great progress. It will move up next week since options expire today. GLTA

$PLUG call me crazy but I honestly think plug is set for a major rebound, why, institutional ownership is at 73%. I’ve followed plug for years it was mostly around 50%. When/if this thing levels out ebitda, watch out for many years of growth from there.

$PLUG Plug Power Appoints Dr. Lee Sweetland as Global Engineering Industrialization Lead ..Plug Power has appointed Dr. Lee Sweetland as Global Engineering Industrialization Lead, with responsibility for industrializing the company’s proton exchange membrane (PEM) #fuelcell stack technology and improving manufacturing performance, product reliability and cost competitiveness across its #hydrogen portfolio. Sweetland joins Plug after eight years at Ballard Power Systems, where he most recently served as Chief Operating Officer. His new role will include a focus on Plug’s Rochester, New York Gigafactory and accelerating production of next-generation PEM stacks. “Electrolyzers are a major driver of Plug's growth, and our ability to execute at scale is just as important as winning new business.”

$PLUG as soon as the Uzbekistan orders come in it will be 20 billion and after the Australian orders might be 40 billion market cap easily not counting the other 2 billion in the pipeline, plus there are still chance if power companies using plugs electrolyzers for the grid also drones with Heven coaporation the government will invest next year over 50 billion dollars in drones so this might surprise us all next year , Plug could be 2 billion dollars market cap or 100 billion dollars market cap everything is possible

$PLUG profit margin for the current quarter is expected to be -15% vs. -205% last year and 90% improvement vs. last qtr. The company is undervalued at current price.