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Plug Power, Inc. (PLUG) Stock Analysis

Range Bound setup

SellModerate Confidence

Industrials · Electrical Equipment & Parts

Sell if holding. Engine safety override at $3.31: Quality below floor (2.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: High short interest: 28%; Below-average business quality; Negative price momentum.

Plug Power builds end-to-end clean hydrogen solutions including fuel cells, PEM electrolyzers, hydrogen liquefaction systems, and cryogenic equipment, primarily serving material handling customers through its GenDrive and GenFuel product lines. Revenue includes product sales,... Read more

$3.31+0.3% A.UpsideScore 4.6/10#14 of 18 Electrical Equipment & Parts
QualityF-score3 / 9FCF yield-8.82%
Stop $3.01Target $3.25(analyst − 10%)A.R:R 0.0:1
Analyst target$3.62+9.2%16 analysts
$3.25our TP
$3.31price
$3.62mean
$1
$7

Sell if holding. Engine safety override at $3.31: Quality below floor (2.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: High short interest: 28%; Below-average business quality; Negative price momentum. Chart setup: RSI 53 mid-range, Bollinger mid-band. Score 4.6/10, moderate confidence.

Passes 5/7 gates (clean insider activity, no SEC red flags, earnings proximity 82d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — Plug Power, Inc.

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
No bull case signals
Risks
Target reached (0.4% upside)
Quality below floor (2.2 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)-20.1
Mkt Cap$4.6B
EV/EBITDA-8.8
Profit Mgn-227.1%
ROE-128.8%
Rev Growth22.3%
Beta2.06
DividendNone
Rating analysts29

Quality Signals

Piotroski F3/9

Options Flow

P/C0.47bullish
IV108%elevated
Max Pain$1-84.9% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomerWalmart24%
    10-K Item 1: 'Walmart, Inc. ("Walmart"), accounted for 24.2% of our total consolidated revenues'
  • LOWCustomersecond largest customer14%
    10-K Item 1: '14.3% of our total consolidated revenues were associated with our second largest customer'

Material Events(8-K, last 90d)

  • 2026-03-10Item 5.02LOW
    Jose Luis Crespo (current CEO & President) appointed as Class III director effective March 4, 2026, to serve until 2026 annual meeting. No officer departure; routine board appointment of existing executive.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

4 floor-breakers

Unprofitable operations — net margin -227.1%. Quality floor flags this regardless of sector context.static

Roe
0.0
Roa
0.0
Operating Margin
0.0
Fcf Quality
0.0
Piotroski F
3.3
Moat
4.2
Current Ratio
8.1
Cash-burning: FCF -55% of revenueNo competitive moatWeak Piotroski F-Score: 3/9Quality concerns

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.0
Value Rank
4.4
Growth Rank
4.4

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Volume
0.0
Obv
1.0
Macd
3.3
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
0.0
Erm
5.0
Earnings Timing
5.0
News Activity
8.0
Earnings concerns: 1B/3M
GatesMomentum 3.2<4.5A.R:R 0.0 < 1.5@spotInsider activity: OKNo SEC red flagsEARNINGS PROXIMITY 82d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
53 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $2.94Resistance $4.11

Price Targets

$3
$3
A.Upside-1.8%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (0.4% upside)
! Quality below floor (2.2 < 4.0)
! Momentum score 3.2/10 — below 4.5 minimum

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-08-10 (82d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is PLUG stock a buy right now?

Sell if holding. Engine safety override at $3.31: Quality below floor (2.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.6/10. Specifically: High short interest: 28%; Below-average business quality; Negative price momentum. Chart setup: RSI 53 mid-range, Bollinger mid-band. Prior stop was $3.01. Score 4.6/10, moderate confidence.

What is the PLUG stock price target?

Take-profit target: $3.25 (+0.3% upside). Prior stop was $3.01. Stop-loss: $3.01.

What are the risks of investing in PLUG?

Target reached (0.4% upside); Quality below floor (2.2 < 4.0).

Is PLUG overvalued or undervalued?

Plug Power, Inc. trades at a P/E of N/A (forward -20.1). TrendMatrix value score: 5.4/10. Verdict: Sell.

What do analysts say about PLUG?

29 analysts cover PLUG with a consensus score of 3.3/5. Average price target: $4.

What does Plug Power, Inc. do?Plug Power builds end-to-end clean hydrogen solutions including fuel cells, PEM electrolyzers, hydrogen liquefaction...

Plug Power builds end-to-end clean hydrogen solutions including fuel cells, PEM electrolyzers, hydrogen liquefaction systems, and cryogenic equipment, primarily serving material handling customers through its GenDrive and GenFuel product lines. Revenue includes product sales, service contracts, and hydrogen fuel delivery; Walmart accounted for 24.2% of 2025 consolidated revenues with operations in North America, Europe, and Australia.

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