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8-K ·Filed Sep 23, 2026

PLUG

PLUG POWER INC
NEUTRAL
Impact 3/10
Horizonweeks Processed1mo ago SEC0001104659-26-110021
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor for any subsequent executive hires or organizational changes that could signal operational disruption. The COO departure is orderly with a transition plan, but the lack of a named successor adds mild uncertainty.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d
PLUG ▼ -29.59% at T+20d
NEUTRAL call -29.59% · α vs SPY -29.17% · entry $1.96 → $1.38
Next anchor: T+60d in 7w
Latest observation: T+21 -20.12% FF3 residual α
Entry = T+0 close
Sep 23, 2026
via day close
T+1d
+1.02%
call +1.02% · α +0.48%
$1.98
settled 5w ago
T+5d
-3.57%
call -3.57% · α -3.16%
$1.89
settled 26d ago
T+20d
-29.59%
call -29.59% · α -29.17%
$1.38
settled 5d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

Plug Power's COO Dean C. Fullerton resigned effective October 23, 2026 to join another company. The departure is voluntary and not due to any disagreement with the company. No replacement has been named; duties will be transitioned to existing EVPs and VPs.

Key Facts

  • COO Dean C. Fullerton notified resignation on September 17, 2026, effective October 23, 2026
  • Resignation is to accept a position at another company, not due to any disagreement with Plug Power
  • No replacement named; duties transitioned to Executive Vice Presidents and Vice Presidents

Financial Impact

No financial impact disclosed in the filing

Risk Factors

  • Potential operational disruption if transition to EVPs/VPs is not smooth
  • Possible further executive departures if this signals broader management instability

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-110021
Document: 0001104659-26-110021-index-headers.html0001104659-26-110021
Document: 0001104659-26-110021-index.html0001104659-26-110021
Document: 0001104659-26-110021.txt0001104659-26-110021
15 reports for PLUG
Performance horizon
63% Hit rate @ T+1 5 of 8 directional calls Went positive at some point 7 of 8 best @ T+60▲ +87.67%Mar 2, 2026
Filters
Rows
Reports for PLUG — sortable, filterable
TypeNow
Oct 15, 2026
11d ago
8-K
NEUTRAL ★ 4/10
$1.49 $1.38▼ −7.07%▼ −5.96%$1.37 (−7.74%)
Oct 15, 2026
11d ago
Press Release
NEUTRAL ★ 1/10
$1.49 $1.38▼ −7.07%▼ −5.96%$1.37 (−7.74%)
Sep 23, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$1.96 $1.98▲ +1.02%▲ +0.48%$1.37 (−30.10%)
Aug 11, 2026
10w ago
Court Ruling
NEUTRAL ★ 2/10
$2.29 $2.30▲ +0.44%▼ −0.26%$1.37 (−40.17%)
Aug 10, 2026
11w ago
8-K
BULLISH ★ 6/10
$2.22 $2.29▲ +3.15%▲ +2.90%$1.37 (−38.29%)
Jul 24, 2026
13w ago
Court Ruling
BULLISH ★ 7/10
$2.06 $1.96▼ −4.85%▼ −5.09%$1.37 (−33.50%)
Jul 13, 2026
15w ago
8-K
BEARISH ★ 6/10
$2.17 $2.27▼ −4.61%▼ −4.25%$1.37 (+36.87%)
Jul 13, 2026
15w ago
Press Release
BULLISH ★ 6/10
$2.17 $2.27▲ +4.61%▲ +4.25%$1.37 (−36.87%)
Jul 7, 2026
15w ago
Press Release
BULLISH ★ 6/10
$2.48 $2.46▼ −0.81%▼ −0.50%$1.37 (−44.76%)
Jun 4, 2026
20w ago
DEFA14A
BEARISH ★ 6/10
$3.22 $3.19▲ +0.78%▲ +1.00%$1.37 (+57.39%)
Showing 10 of 15

US Market Status

Market Closed — Opens Tue (< 1m)

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Report published Sep 23, 2026