Plug Power
PLUG
About: Plug Power is building an end-to-end green hydrogen ecosystem—from production, storage, and delivery to energy generation. The company plans to build and operate green hydrogen highways across North America and Europe. Plug will deliver its green hydrogen solutions directly to its customers and through joint venture partners into multiple end markets, including material handling, e-mobility, power generation, and industrial applications.
Employees: 3,224
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
56% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 87
47% more call options, than puts
Call options by funds: $44.4M | Put options by funds: $30.2M
15% more capital invested
Capital invested by funds: $554M [Q1] → $639M (+$84.5M) [Q2]
8% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 62
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
0% less funds holding
Funds holding: 419 [Q1] → 418 (-1) [Q2]
5.01% less ownership
Funds ownership: 42.28% [Q1] → 37.27% (-5.01%) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Wells Fargo
Michael Blum
|
$1.5
|
Equal-Weight
Maintained
|
14 Aug 2025 |
BMO Capital
Ameet Thakkar
|
$1
|
Underperform
Maintained
|
12 Aug 2025 |
Jefferies
Dushyant Ailani
|
$1.6
|
Hold
Maintained
|
23 Jul 2025 |
Susquehanna
Biju Perincheril
|
$1.8
|
Neutral
Maintained
|
21 Jul 2025 |
Financial journalist opinion
Based on 18 articles about PLUG published over the past 30 days