Plug Power's financials remain weak with a net loss of $245.3 million in Q1 FY2026, negative gross margins, and a cash burn of $150 million. The company projects profitability only by the end of 2028, raising concerns over dilution and risk for investors. In contrast, Air Products and Chemicals shows strong fundamentals with a 44-year dividend growth streak, accelerating earnings, and raised guidance. The company benefits from mission-critical contracts in semiconductors and space sectors, making it a steadier, income-generating investment compared to the speculative Plug Power.
FuelCell Energy shares surged 15% as investors favored its pivot to AI data center power solutions, supported by strong Q4 FY2025 revenue and cash growth. Bloom Energy also gained 9%, benefiting from a $5 billion AI infrastructure partnership and rob...
The 30 MW Barrow Green Hydrogen project in Barrow-in-Furness, UK, has reached its final investment decision (FID). Plug Power will supply six 5 MW GenEco™ PEM electrolyzers to produce around 100 GWh of green hydrogen annually for Kimberly-Clark’s man...
Shares of FuelCell Energy and Plug Power fell 22% and 12% respectively after strong recent rallies driven by AI data center demand and hydrogen optimism. FuelCell's stock surged 130% last month but faces concerns over revenue concentration, competiti...
