财务亮点 - Q3 2024营收1.737亿美元 电解器部署出现拐点内部氢气网络扩张制造足迹利用率提高[2] - 运营现金流较上季度提高31% 随着四季度营收增加有望继续改善[2] - 毛利润损失较上季度减少37% 受多营收流推动设备服务等均有改善[2] - 2024年Q3每股亏损0.25美元净亏损2.112亿美元 较Q2均有改善 净亏损包含多种因素及非现金支出[2] 运营和战略亮点 - 2024年Q3电解器销售环比增长285% 为营收转折点 本季度获大额订单 预计Q4继续大规模部署[3] - 有效利用内部氢气工厂网络 氢燃料利润率持续改善 部分设施Q3计划维护影响利润率 Q4利用率提高有望改善[3] - 全球基本工程师和设计包合同已超8吉瓦 Q3进一步发展 与多方合作接近完成采购协议[3] - 2024年Q2价格上涨在Q3带来额外收益 Q4将从电力购买协议中获得更多定价收益 与企业合作在西班牙建立首个氢动力物流站点[3] - 为能源库完成8兆瓦固定式氢燃料电池系统安装 结合电池储能与绿氢 提供可靠电力[3] 能源部支持与营收展望 - 继续推进能源部贷款项目 获1000万美元赠款用于开发先进加氢站[4] - 预计2024年营收在7 - 8亿美元之间 受电解器等业务订单推动 氢经济中长期前景乐观[4] 公司领导言论与活动 - 首席执行官称本季度表现彰显公司对构建可持续盈利氢未来的决心[5] - 11月13日将举办第六届年度研讨会 展示项目并提出创新解决方案[5] - 11月12日有电话会议回顾2024年第三季度业绩[6] 公司概况 - 构建端到端绿氢生态系统 部署大量燃料电池系统和加氢站 是全球最大液态氢买家[7] - 计划运营横跨北美和欧洲的绿氢高速公路 建造千兆工厂生产电解器和燃料电池 多途径提供绿氢解决方案[8]

Plug Power Inc. (PLUG) is scheduled to release third-quarter 2024 results on Nov. 12, before market open.The company has a bleak earnings surprise history, having missed the Zacks Consensus Estimate in each of the preceding four quarters. The negative earnings surprise was 48.1%, on average.Let’s see how things have shaped up for Plug Power this earnings season.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Factors to Note Ahead of PLUG’s ResultsWeak demand for the company’s GenDri ...

In its upcoming report, Plug Power (PLUG) is predicted by Wall Street analysts to post quarterly loss of $0.24 per share, reflecting an increase of 48.9% compared to the same period last year. Revenues are forecasted to be $209.85 million, representing a year-over-year increase of 5.6%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 2.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during t ...

文章核心观点 - Plug Power公司的股票在最新交易中收于2.52美元,较前一交易日上涨0.4% [1] - Plug Power公司的股票在过去一个月内上涨了11.56%,超过了工业品板块下跌0.89%和标普500指数下跌0.54%的表现 [1] - 分析师预计Plug Power公司将于2024年11月12日公布其财报,预计每股收益为-0.25美元,同比增长46.81%;预计收入为2.108亿美元,同比增长6.08% [2] - 全年来看,分析师预计Plug Power公司的每股收益为-1.15美元,同比增长50%;收入为8.1551亿美元,同比下降8.51% [3] 行业分析 - Plug Power公司所属的制造-电子行业目前在所有行业中排名靠后,位于底部三分之一 [6] - 研究显示,排名靠前的行业的表现通常是排名靠后行业的两倍 [6] 投资建议 - 投资者可以关注Plug Power公司的业绩表现和分析师预测的变化,这些变化往往反映了短期业务模式的变化 [3][4] - 投资者可以利用Zacks评级系统,该系统考虑了这些预测变化,提供了简单易用的评级 [4][5] - 目前Plug Power公司的Zacks评级为3级(持有) [5]

Plug Power (PLUG) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on November ...

文章核心观点 - Plug Power公司对绿色氢动力未来有远大梦想但可能面临阻碍投资者需谨慎对待 [1] Plug Power公司目标相关 - Plug Power公司目标高远预计2024下半年营收翻倍 [2] - 公司要达到目标需销售大幅加速尤其在物料搬运部门且电解设备营收要可靠增长但美国氢市场疲软45V税收抵免存疑本季度结果可能低于预期难以达到营收增长目标 [3] - 公司可能在即将到来的研讨会上展示2030年达到200亿美元营收的愿景但面临实际限制 [5] 短期情况相关 - Plug Power短期前景有波动部分受政治不确定性影响公司可能重申业绩指引但分析师认为难以达成且2024年市场有风险 [6] - 尽管公司股票28%的空头权益反映市场谨慎但明确政策信号或意外的能源部贷款关闭仍可能引发兴趣不过公司目前面临执行利润率改善和现金流管理取得实质进展的压力才能吸引长期投资者 [7] 分析师态度相关 - 摩根大通分析师对Plug Power持中性态度平衡短期不利因素和氢能源立足后的长期潜力 [8]

Investors think Plug Power's electrolyzers might have a growing new market.Plug Power (PLUG 17.70%) shares jumped today, and investors see a path for more gains to come. That's not because of any news directly from the hydrogen power company. Rather, it's what investors see as a potentially very lucrative new market for Plug Power.Shares were 19.9% higher as of 12:40 p.m. ET Monday after reports that the Federal Energy Regulatory Commission (FERC) rejected a request to increase the amount of power from a nu ...

SLINGERLANDS N.Y., Nov. 04, 2024 (GLOBE NEWSWIRE) -- Plug Power Inc. (NASDAQ: PLUG), a global leader in comprehensive hydrogen solutions for the green hydrogen economy, will announce its 2024 third quarter results on Tuesday November 12, 2024. Join the call: Date: November 12, 2024Time: 8:30 AM ETToll-free: 877-407-9221 / +1 201-689-8597Direct webcast: https://event.webcasts.com/starthere.jsp?ei=1692922&tp_key=d012114e58 The webcast can also be accessed directly from the Plug homepage (www.plugpower.com). A ...

Vancouver, British Columbia--(Newsfile Corp. - October 31, 2024) - Energy Plug Technologies Corp. (CSE: PLUG) (OTCQB: PLGGF) (FSE: 6GQ) ("Energy Plug" or the "Company") is pleased to announce an agreement with EdgeTunePower Inc. (EdgeTunePower) for the joint development of a fully Canadian-made Energy Management System ("EMS"). This collaboration represents a strategic move for Energy Plug, positioning the Company within the rapidly expanding energy management market.With the global energy management syste ...

Plug Power (PLUG) ended the recent trading session at $2.15, demonstrating a +0.94% swing from the preceding day's closing price. The stock exceeded the S&P 500, which registered a loss of 0.03% for the day. At the same time, the Dow lost 0.61%, and the tech-heavy Nasdaq gained 0.56%.Shares of the alternative energy company witnessed a gain of 3.4% over the previous month, beating the performance of the Industrial Products sector with its loss of 2.91% and the S&P 500's gain of 1.39%.Market participants wil ...