Workflow
普拉格能源(PLUG)
icon
搜索文档
Plug Power: Margin Progress Offset By Weak Order Intake And Persistent Cash Burn - Sell
Seeking Alpha· 2025-08-18 09:30
交易策略与行业覆盖 - 交易策略包括日内多空交易以及中短期投资 [1] - 历史重点集中在科技股领域 [1] - 过去两年扩展至海洋钻井与供应行业以及航运业(油轮 集装箱 干散货) [1] - 同时密切关注处于早期阶段的燃料电池行业 [1] 专业背景与经验 - 拥有20年日内交易经验 [2] - 曾任职于普华永道审计部门 [2] - 成功应对互联网泡沫破裂 911事件后续影响以及次贷危机等市场动荡 [2]
Plug Power Shares Sink, but Could the Stock Be Poised for a Rally Later This Year?
The Motley Fool· 2025-08-15 16:40
Provisions in the "One Big Beautiful Bill" provide some hope for this hydrogen fuel cell manufacturer. Shares of Plug Power (PLUG -0.30%) sank after the company reported its second-quarter results. But with the passage of U.S. budget reconciliation legislation (referred to by some as "One Big Beautiful Bill") this summer and its support for the hydrogen industry, the question arises: Are better times ahead for Plug Power and its investors? Let's take a closer look at the company's results and its commentary ...
Earnings Reports From These Retail Investors' Top Stocks: Rigetti, Plug Power, BigBearAI And More
Benzinga· 2025-08-14 23:54
公司业绩表现 - Archer Aviation第二季度每股亏损36美分 超出预期的26美分亏损 股价在业绩发布后下跌但随后因2028奥运会计划反弹[2] - BigBearai第二季度每股收益和营收大幅不及预期 因陆军合同"中断"冲击业绩 公司下调2025年展望 股价暴跌[3] - Plug Power第二季度营收同比增长约21% 毛利率改善 尽管每股亏损超出预期且存在现金消耗担忧 股价在盘后交易中上涨约5%[4] - Oklo第二季度每股亏损约18美分 因运营费用和融资成本增加 股价波动后因能源部相关利好消息上涨超9%[5] - AST SpaceMobile第二季度营收约120万美元 净亏损约9900万美元 公司重申下半年将大幅增长预期[5] - AMC娱乐第二季度营收超预期 因强劲上座率收窄亏损 股价在盘前交易中上涨约5%[7] - CAVA集团同店销售额增长放缓 营收不及预期并下调全年展望 股价暴跌超20%[9] - Circle Internet Group因IPO相关一次性费用导致净亏损高于预期 股价下跌6% 公司宣布1000万股增发计划[10] - CoreWeave第二季度利润不及预期 预示将面临重大支出 股价下跌超20%[11] - Rigetti Computing营收和利润均未达到分析师预期 但股价过去五天上涨近8%[12] 股价市场反应 - Archer Aviation业绩发布后股价立即下跌 但在次日交易中因业务更新复苏[2] - AST SpaceMobile股价在7月底大幅下跌后 对业绩发布的即时反应平淡[6] - Circle Internet Group在发布财报同日收盘后宣布增发计划[10]
Plug Power Targets $700M in Revenues in 2025: Can It Achieve the Goal?
ZACKS· 2025-08-14 02:01
Plug Power Inc (PLUG) 业绩与战略 - 公司2025年营收目标为7亿美元 上半年已实现3.076亿美元 同比增长16.7% [1] - 电解槽业务成为主要增长引擎 上半年销售额同比飙升230.1% 主要受大型工业应用推动 [2][8] - 通过乔治亚州绿氢产能扩建 与Olin Corporation在路易斯安那州的合资项目 以及澳大利亚Allied Green Ammonia的3GW协议强化市场地位 [2] 行业增长动力 - 政府政策支持形成利好 包括45V生产税收抵免和48E投资税收抵免 提升氢能项目经济性 [3] - 全球清洁氢能需求上升 公司通过预最终投资决策协议锁定项目管道 支撑未来增长 [3][4] 同业公司表现 - 竞争对手Flux Power Holdings第三季度营收1670万美元 同比增长16% 受物料搬运和地面支持市场驱动 [5] - Bloom Energy第二季度产品服务收入同比增长25.9% 总营收增长19.5% 因固体氧化物燃料电池需求旺盛 [6] 财务与估值 - 公司上半年需实现3.92亿美元营收以达成全年目标 [4] - 当前股价年内下跌27.7% 跑输行业14.8%的涨幅 [7] - 远期市盈率为负3.54倍 显著低于行业平均22.46倍 价值评分F级 [10] 市场预期 - 分析师对2025年第二季度每股亏损预测维持在-0.13美元 过去60天无变化 [11][12] - 当前Zacks评级为3级(持有) [12]
Plug to Participate in the Canaccord Growth Conference
Globenewswire· 2025-08-13 19:00
With employees and state-of-the-art manufacturing facilities across the globe, Plug powers global leaders like Walmart, Amazon, Home Depot, BMW, and BP. For more information, visit www.plugpower.com. MEDIA CONTACT Teal Hoyos media@plugpower.com Participants: Paul Middleton, CFO, and Roberto Friedlander, Vice President of Investor Relations Presentation: Paul Middleton is scheduled to participate in a fireside chat from 2:30-2:55 PM EST About Plug Power Plug is building the global hydrogen economy with a ful ...
普拉格能源(PLUG):营收稳健,2025年第四季度毛利率有望盈亏平衡
海通国际证券· 2025-08-13 17:43
[Table_Title] 研究报告 Research Report 13 Aug 2025 普拉格能源 Plug Power (PLUG US) 普拉格能源 (PLUG US): 营收稳健;2025 年第四季度毛利率有望盈亏平衡 Scott Darling Catherine Li scott.darling@htisec.com catherine.dy.li@htisec.com [Table_yemei1] 热点速评 Flash Analysis [Table_summary] 要闻回顾以及最新动态 尽管普拉格能源 2025 年第二季度净利不及一致预期,但受 GenDrive 燃料电池需求强劲推动,公司营收超一致预 期。公司重申了年度降本目标和长期战略规划,并强调其产品开发已开始创收。 点评 营收端表现强劲:公司录得净亏损 2.27 亿美元(一致预期亏损 1.63 亿美元),营收 1.74 亿美元(一致预期 1.58 亿 美元),主要得益于 GenDrive 燃料电池的强劲需求。受降本措施推动,2025 年第二季度毛利率为-31%(一致预期为 -36%)。公司录得约 8000 万美元非现金支出(主要与 ...
What Plug Power's Latest Earnings Mean for Long-Term Investors
The Motley Fool· 2025-08-13 15:16
Here's a closer look at Plug Power's second-quarter results and what they imply for long-term investors considering the hydrogen stock. Parsing out the positives Plug Power booked $174 million in second-quarter revenue, up 21% year over year. Strong demand for its GenDrive fuel cells, GenFuel hydrogen infrastructure, and GenEco electrolyzer platforms drove the surge. Electrolyzer revenue tripled year over year to $45 million as the company expanded its global platform. The company significantly improved in ...
Plug Power Beats Revenue Estimates, But JPMorgan Flags Cash Burn, Margin Uncertainty
Benzinga· 2025-08-12 23:58
JPMorgan analyst Bill Peterson maintained a Neutral rating on Plug Power PLUG on Monday. The stock has continued to trade lower since Monday. PLUG stock is showing notable weakness. Check out the latest moves here. Peterson said Plug Power delivered second-quarter revenue of $174 million, beating his $150 million estimate and the $159 million consensus, though cash burn exceeded expectations at $230 million versus the $161 million consensus. Also Read: Plug Power Extends Key Hydrogen Partnership, Powering F ...
Compared to Estimates, Plug Power (PLUG) Q2 Earnings: A Look at Key Metrics
ZACKS· 2025-08-12 08:31
财务表现 - 公司2025年第二季度营收1亿7397万美元 同比增长21.4% [1] - 每股亏损0.16美元 较去年同期亏损0.36美元有所收窄 [1] - 营收超市场预期15.06%(市场预期1亿5120万美元) 但每股亏损差于预期6.67%(市场预期亏损0.15美元)[1] 业务细分 - 设备及基础设施销售营收9917万美元 超分析师预期13.3% 同比增29.2% [4] - 燃料电池系统服务营收1637万美元 超预期19.8% 同比增25.6% [4] - 电力采购协议营收2363万美元 超预期24.9% 同比增20.1% [4] - 燃料配送业务营收3440万美元 超预期12.1% 同比增15.1% [4] - 其他业务营收40万美元 大幅低于预期86.3% 同比暴跌90% [4] 盈利能力 - 设备销售业务毛亏损1811万美元 差于分析师预期75.3% [4] - 燃料电池服务业务毛利润637万美元 较预期亏损134万美元显著改善 [4] - 电力采购协议毛亏损2164万美元 差于预期51.7% [4] - 燃料配送业务毛亏损3124万美元 差于预期32.9% [4] - 其他业务毛利润32万美元 低于预期69.8% [4] 市场反应 - 公司股价过去一个月下跌6.8% 同期标普500指数上涨2.7% [3] - 当前Zacks评级为3级(持有) 预示短期表现可能与大市同步 [3]
Plug Power (PLUG) Reports Q2 Loss, Beats Revenue Estimates
ZACKS· 2025-08-12 08:01
Plug Power (PLUG) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.15. This compares to a loss of $0.36 per share a year ago. These figures are adjusted for non-recurring items. Ahead of this earnings release, the estimate revisions trend for Plug Power was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stoc ...