Plug Power Inc. PLUG

Bloom Energy (BE) earned nearly 90% of its latest quarterly revenue from selling its power equipment. In fiscal Q2 2026, a record quarter for the company, those equipment sales reached $935 million. Over the past year, the stock returned 314%, against 16.8% for the S&P 500. A stock that has run this far would be exposed if those sales slowed. Should investors in Bloom Energy worry that its record quarter came mostly from one kind of sale.

A three-year engineering partnership just turned into a major contract win for one struggling hydrogen stock, while its closest rivals sat out the rally entirely.

Shares of fuel cell technology Plug Power (NASDAQ:PLUG) jumped 4.3% in the pre-market session after the company announced a 280-megawatt GenEco electrolyzer supply agreement with Arcadia eFuels for Project ENDOR in Denmark alongside a strategic partnership covering future sustainable aviation fuel projects.

Jefferies lifted its price target on BE to $264 from $229 while keeping a Hold rating.

Fuel cell stocks are bouncing hard after a brutal selloff, but the same unanswered question that sparked the collapse is still hanging over the group, and one fresh headline could send everything into reverse again.

Plug Power will supply electrolyzers for Arcadia eFuels’ flagship Project ENDOR in Denmark, while a broader cooperation agreement positions the company as preferred supplier for four additional projects in Europe and the Americas. Key Investor TakeawaysPlug Power (NASDAQ:PLUG) signed a 280 MW GenEco electrolyzer supply agreement for Project ENDOR, with deliveries set to begin after the project issues notice to proceed.

Investing.com -- Plug Power Inc (NASDAQ:PLUG)) shares rose almost 5% in premarket trading Tuesday following the company's announcement of a 280-megawatt electrolyzer supply agreement with Arcadia eFuels for Project ENDOR in Denmark.

Plug and Arcadia eFuels enter a strategic cooperation agreement positioning Plug as the preferred electrolyzer supplier for more than 1 GW of Arcadia eFuels’ e-SAF projects in Europe and the Americas280 MW of Plug's GenEco electrolyzers will produce the hydrogen behind Project ENDOR at the Port of Vordingborg, DenmarkProject ENDOR advances toward final investment decision SLINGERLANDS, N.Y., Sept. 29, 2026 (GLOBE NEWSWIRE) -- Plug Power Inc. (NASDAQ: PLUG), a global leader in comprehensive hydro

Fuel cell stocks are giving back their gains fast, and the names that ran hardest are falling hardest, but the reasons behind the uneven selloff reveal something important about who is still holding and why.

Most of Bloom Energy's customers never own the power equipment they use. You probably expect the story to be AI data center demand, which is real. But demand is not what investors have missed. The shares fell 13.8% in three months as the S&P 500 rose 5.0%. So who does pay Bloom Energy (BE) for its equipment.

Plug Power Inc. recently shipped a 1 MW GenEco PEM electrolyzer to HWR Hydrogen in New Zealand to supply locally produced hydrogen for a dual-fuel heavy truck fleet, while Chief Operating Officer Dean C. Fullerton has resigned and is assisting with a transition of his responsibilities. This mix of international project expansion in an emerging hydrogen ecosystem and senior leadership change highlights both operational progress and organizational flux at Plug Power. We’ll now assess how Plug...

A number of stocks fell in the afternoon session after the 10-year Treasury yield jumped to 5.14%, reaching levels last seen in 2007 and raising borrowing costs across the economy. U.S. stocks fell early Thursday, according to the Associated Press, as surging Treasury yields and rebounding energy prices weighed on financial markets.

Why Plug Power Is Back On Investors’ Radar Plug Power (PLUG) has pushed deeper into the green hydrogen build out, shipping a 1 MW GenEco PEM electrolyzer to HWR Hydrogen in New Zealand while expanding electrolyzer supply partnerships in Australia. Recent trading shows that momentum in Plug Power has been weakening, with the share price down 20.62% over 90 days and 8.52% year to date, while the 1 year total shareholder return has declined 15%. This hints that investors remain cautious even as...

Plug Power (NasdaqCM:PLUG) shipped a 1 MW GenEco PEM electrolyzer to HWR Hydrogen in New Zealand to support local hydrogen supply. The delivery to HWR Hydrogen targets hydrogen production for heavy transport and industrial users in New Zealand. Plug Power reported additional electrolyzer deployments in Australia that broaden its hydrogen infrastructure reach across Oceania. This expansion of Plug Power's hydrogen infrastructure in New Zealand and Australia is worth setting against the rest...