Market Cap
$2.7B
PLUG
PLUG POWER INC
$1.90 ▲ +0.53%
Prev close $1.89Market cap$2.7B
ConsensusHold
12-mo target$3.55 (+86.5%)
▲ Neutral
Analyst conviction 4/10
High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits Battery & Energy StorageClean & Renewable Energy
Snapshot
The big-picture read on PLUG right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (41%)
Inst. Holders
50 funds
Inst. Value
$2.0B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $658.1K sell
Insider Net $
-$658.1K
Social Sentiment
61° Warm
SEC Reports
7
Press Releases
5
Price chart 30d -9.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: PLUG — 66.4% short (18.4M / 27.6M)
Short: 18,356,122 | Exempt: 89,622 | TRF Vol: 27,637,766 | Short Ratio: 66.4% | Off-exchange volume
Sep 18, 2026 Insider
Haycraft Benjamin sold 200,000 shares
CSO & GM EMEA @ $2.14 ($428.3K)
Sep 15, 2026 Insider
Haycraft Benjamin sold 18,750 shares
CSO & GM EMEA @ $2.06 ($38.6K)
Sep 11, 2026 Insider
Aug 13, 2026 SEC Haycraft Benjamin sold 13,810 shares
CSO & GM EMEA @ $2.14 ($29.6K)
The court denied a former employee's motion to stay a preliminary injunction pending appeal and denied his request for a
COURT-RULING — Impact 2/10
Aug 11, 2026 Event
Aug 10, 2026 SEC Plug Power Inc. v. Shokrian et al
Court ruling (nynd) — Docket: 1:26-cv-01277
Plug Power reported Q2 2026 revenue of ~$178M (beat 5.4% vs $169.1M consensus), adjusted EPS of -$0.07 (beat 12.5% vs -$
8-K — Impact 6/10
Plug Power obtained a preliminary injunction against former Senior Director Mazdak Shokrian, barring him from working fo
COURT-RULING — Impact 7/10
Analyst ratings buy % +5.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
41% rate it Buy or better · 29 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Aug 12, 2026 | Roth Capital | REITERATE | Buy | 56% |
| Aug 11, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Jul 10, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 9, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| May 19, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| May 13, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| May 12, 2026 | Canaccord Genuity | MAINTAIN | Hold | 47% |
| May 12, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| May 12, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 10 | 14 | 2 | 1 | 41% | |
| Aug 1, 2026 | 2 | 10 | 14 | 2 | 1 | 41% | |
| Jul 1, 2026 | 2 | 10 | 14 | 2 | 1 | 41% | |
| Jun 1, 2026 | 2 | 10 | 14 | 2 | 1 | 41% | |
| May 1, 2026 | 2 | 10 | 14 | 2 | 1 | 41% | |
| Apr 1, 2026 | 2 | 10 | 14 | 2 | 1 | 41% | |
| Mar 1, 2026 | 2 | 9 | 16 | 2 | 1 | 37% | |
| Feb 1, 2026 | 2 | 9 | 16 | 2 | 1 | 37% |
Price targets
Where 16 covering analysts think PLUG trades over the next 12 months.
$3.55 +86.5% upside Strong Buy
Current$1.91 Low$0.7500 Median$3.50 High$7.00 16 analysts
$0.7500$7.00
Analyst rating Hold· 2.8/5 as of Oct 2, 2026
Social media sentiment mood +36.4%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
61°
Warm
BearishNeutralBullish
Recent posts
RBC Says $2.75
▲ 1 · 💬 1· ⚡ 0.5
PLUG has a real earnings catalyst. The supply side is why im not chasing the move
▲ 1 · 💬 1· ⚡ 0.5
Future demand of energy stocks (potential winers)
▲ 1 · 💬 0· ⚡ 0.5
Alternative Energy Opportunities?
▲ 1 · 💬 0· ⚡ 0.5
I read that FCEL is one of 3 fuel cell players among BE, PLUG. Coming in hot like juggernaut in heat going through puberty?
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 3 bullish, 2 bearish, 0 mixed, 2 neutral · avg impact 5.1/10.Plus 5 press releases.
NEUTRALCOURT-RULING2/10
The court denied a former employee's motion to stay a preliminary injunction pending appeal and deni
Aug 13, 2026
BULLISH8-K6/10
Plug Power reported Q2 2026 revenue of ~$178M (beat 5.4% vs $169.1M consensus), adjusted EPS of -$0.
Aug 10, 2026
BULLISHCOURT-RULING7/10
Plug Power obtained a preliminary injunction against former Senior Director Mazdak Shokrian, barring
Jul 26, 2026
BEARISH8-K6/10
Plug Power announced two asset monetization deals with Stream Data Centers — the sale of its Graham,
Jul 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: PLUG — 66.4% short (18.4M / 27.6M)
Short: 18,356,122 | Exempt: 89,622 | TRF Vol: 27,637,766 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: PLUG — 59.1% short (15.5M / 26.3M)
Short: 15,520,499 | Exempt: 69,293 | TRF Vol: 26,279,098 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: PLUG — 57.3% short (15.0M / 26.2M)
Short: 15,022,641 | Exempt: 109,303 | TRF Vol: 26,195,023 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: PLUG — 58.9% short (23.3M / 39.5M)
Short: 23,263,187 | Exempt: 82,303 | TRF Vol: 39,495,330 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: PLUG — 59.7% short (20.4M / 34.2M)
Short: 20,406,182 | Exempt: 13,121 | TRF Vol: 34,195,302 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.06 | $-0.07–$-0.05 | 47.2% | +6.6% | 3↑ 0↓ | $0.2B | 6 |
| Next Q | $-0.03 | $-0.04–$-0.02 | 47.6% | +23.5% | 4↑ 0↓ | $0.3B | 7 |
| Current FY | $-0.27 | $-0.42–$-0.22 | 68.7% | +11.1% | 4↑ 1↓ | $0.8B | 6 |
| Next FY | $-0.15 | $-0.27–$-0.10 | 44.4% | +7.3% | 4↑ 0↓ | $1.0B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.063 | — |
| 7d ago | $-0.069 | +0.005 |
| 30d ago | $-0.068 | +0.004 |
| 60d ago | $-0.069 | +0.005 |
| 90d ago | $-0.069 | +0.005 |
Institutional ownership
Which big funds own PLUG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.0B total value (744,834,755 shares) as of 2026-Q2. Top holders: HUNTINGTON, BlackRock,, VANGUARD. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| HUNTINGTON NATIONAL BANK | 1 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 184,032,469 | $498.7M | 24.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 66,175,149 | $179.3M | 8.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 62,937,084 | $170.6M | 8.5% | — |
| STATE STREET CORP | 38,763,529 | $105.0M | 5.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 36,557,253 | $99.1M | 4.9% | — |
| UBS Group AG | 33,127,276 | $89.8M | 4.4% | — |
| CITADEL ADVISORS LLC | 24,149,952 | $65.4M | 3.2% | DOUBLED +2712.4% |
| TWO SIGMA INVESTMENTS, LP | 22,610,124 | $61.3M | 3.0% | — |
| D. E. Shaw & Co., Inc. | 21,943,120 | $59.5M | 2.9% | TRIM -55.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | DOUBLED | 858,684 | 24,149,952 | +2712.4% | $65.4M |
| D. E. Shaw & Co., Inc. | TRIM | 48,958,500 | 21,943,120 | -55.2% | $59.5M |
| MILLENNIUM MANAGEMENT LLC | ADD | 10,228,774 | 13,703,609 | +34.0% | $37.1M |
| GOLDMAN SACHS GROUP INC | ADD | 9,167,207 | 12,387,564 | +35.1% | $33.6M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 27,738,500 | 11,779,800 | -57.5% | $31.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 8,891,401 | 11,681,867 | +31.4% | $31.5M |
| BARCLAYS PLC | ADD | 8,714,960 | 10,940,208 | +25.5% | $29.6M |
| JUPITER ASSET MANAGEMENT LTD | ADD | 4,055,561 | 8,093,562 | +99.6% | $21.9M |
| MORGAN STANLEY | ADD | 5,719,421 | 7,697,993 | +34.6% | $20.9M |
| FIRST TRUST ADVISORS LP | ADD | 3,677,307 | 5,315,559 | +44.6% | $14.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 41 transactions. Net -$658.1K — $0.00 bought, $658.1K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | Haycraft Benjamin | CSO & GM EMEA | SELL | 200,000 | $2.14 | $428.3K |
| Sep 15, 2026 | Haycraft Benjamin | CSO & GM EMEA | SELL | 18,750 | $2.06 | $38.6K |
| Sep 11, 2026 | Haycraft Benjamin | CSO & GM EMEA | SELL | 13,810 | $2.14 | $29.6K |
| Jul 1, 2026 | Kenausis Gregory | Director | AWARD | 3,980 | $2.71 | $10.8K |
| Jul 1, 2026 | Joggerst Patrick | Director | AWARD | 7,644 | $2.71 | $20.7K |
| Jul 1, 2026 | Angle Colin M | Director | AWARD | 3,558 | $2.71 | $9.6K |
| Jul 1, 2026 | BONNEY MARK J | Director | AWARD | 8,764 | $2.71 | $23.8K |
| Jun 30, 2026 | Marsh Andrew | Director | AWARD | 72,469 | — | — |
| Jun 25, 2026 | Haycraft Benjamin | CSO & GM EMEA | AWARD | 362,694 | — | — |
| Jun 25, 2026 | Haycraft Benjamin | CSO & GM EMEA | AWARD | 357,143 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PLUG.
Shares short
287,260,138
Settlement Sep 15, 2026
Change vs prior
-1.3%
Semi-monthly cycle
Days to cover
6.1
At avg daily volume
Of shares outstanding
≈20.6%
Estimate — not % of float
All PLUG filing & press-release reports (12)
- COURT-RULING reportAug 13, 2026
- 8-K reportAug 10, 2026
- COURT-RULING reportJul 26, 2026
- 8-K reportJul 13, 2026
- PRESS-RELEASE reportJul 13, 2026
- PRESS-RELEASE reportJul 7, 2026
- DEFA14A reportJun 4, 2026
- DEFA14A reportJun 4, 2026
- 8-K reportMay 11, 2026
- PRESS-RELEASE reportApr 2, 2026
- PRESS-RELEASE reportMar 23, 2026
- PRESS-RELEASE reportMar 2, 2026