Plug Power Stock Price, News & Analysis

Plug Power (NASDAQ: PLUG) will announce its 2025 third quarter results on November 10, 2025.

Management will host an earnings call on November 10, 2025 at 4:30 PM ET. Dial-in: 877-407-9221 or +1 201-689-8597. Live webcast: https://event.webcasts.com/starthere.jsp?ei=1739626&tp_key=c156bc1626. The webcast is also available from the company homepage and a playback will be available online after the call.

Charbone Corporation (TSXV: CH / OTCQB: CHHYF) is a Canadian clean ultra-high-purity hydrogen producer entering commercialization in Q4 2025. The company expects first production and initial deliveries in November 2025 from its Sorel-Tracy plant (initial ~200 kg/day), backed by a non-dilutive US$50M construction facility and recent financings (≈C$1M placement, US$1.5M convertible notes, C$2.8M shares-for-debt). Charbone signed a five-year Ontario supply contract with deliveries starting November 2025 and holds a due-diligence valuation of US$60.8M. Near-term modeled revenue from Phase 1 is ~C$5.1M/year, rising to ~C$11.0M/year at Phase 2. Key risks: execution and scale-up as operations commence.

Plug Power (NASDAQ: PLUG) executed a binding supply agreement with Allied Biofuels FE LLC for up to 2 GW of GenEco PEM electrolyzers to support production of sustainable aviation fuel (SAF), electro‑SAF (eSAF) and green diesel in Uzbekistan.

The deal raises Plug’s contracted electrolyzer capacity with Allied partners to 5 GW across two projects and targets a final investment decision (FID) in Q4 2026. The agreement was signed during Plug CEO Andy Marsh’s visit to Australia and is described as one of the largest electrolyzer supply agreements announced in 2025.

Plug Power (NASDAQ: PLUG) announced a strategic partnership with Edgewood Renewables to develop an advanced renewable fuels facility in North Las Vegas, Nevada, announced Oct 23, 2025.

The plant will process waste biomass feedstocks to produce sustainable aviation fuel (SAF), renewable diesel (RD), and biomethanol, using renewable natural gas (RNG) and low-carbon hydrogen. Plug will provide engineering design, key product supply, fabrication, and project oversight, and construction is expected to begin in the coming months.

This marks Plug’s first major renewable-fuel biomass project and expands its engineering and project-execution footprint beyond hydrogen into complementary clean-fuel markets.

Plug Power (NASDAQ: PLUG) announced on Oct 23, 2025 the deployment of its GenDrive fuel cell systems and GenFuel hydrogen infrastructure at Floor & Decor’s Frederickson, WA distribution center.

Plug equipped the site with a complete hydrogen ecosystem powering 77 pieces of material handling equipment, a 10,000-gallon liquid hydrogen storage tank, vaporizers, compressors and a high-capacity dispensing system. The system is projected to avoid more than 400 metric tons of CO₂e annually and produces roughly 300 liters (≈80 gallons) of water per day for facility reuse. Plug highlighted off-grid capabilities, modular scalability and claimed improvements in emissions, operational resilience and material handling performance.

Plug Power (NASDAQ: PLUG) completed the first phase of hydrogen deliveries to Germany’s H2CAST project, delivering 44.5 metric tons of green hydrogen from April to August 2025 and meeting delivery timelines. Plug was awarded a follow‑on mandate to deliver an additional 35 metric tons. The hydrogen is sourced exclusively from Hy2Gen ATLANTIS electrolyzer in Werlte, where Plug holds exclusivity on 100% of production. Plug deployed a fleet of 36 MEGCs and designed a dedicated unloading skid to integrate with H2CAST’s salt cavern storage, demonstrating scalable transport, storage integration, and engineering capability for Europe’s hydrogen infrastructure.

Plug Power (NASDAQ: PLUG) announced that CEO Andy Marsh will join U.S. Senator Bill Cassidy and energy leaders on October 16, 2025 at the Louisiana Energy Security Summit hosted by ACCF.

Marsh will appear on the panel “Cracking Down on China — Addressing Risks to American Energy and Supply Chain Security” to discuss policy and investment strategies supporting domestic manufacturing, clean hydrogen production, and fair global competition.

Plug identified Louisiana as a strategic hub and earlier this year launched Hidrogenii, a 15-ton-per-day liquid hydrogen joint venture in St. Gabriel with Olin, which anchors its vertically integrated hydrogen network across the Southeast and Gulf Coast. Marsh cited support for measures like the Foreign Pollution Fee Act that aim to level the playing field for U.S. producers.

Plug Power (NASDAQ: PLUG) announced participation in a TD Cowen non-deal roadshow in Montreal and Toronto, Canada during the week of Oct. 15, 2025. The company said senior investor-relations leaders will meet with investors to discuss strategy, execution, and engagement.

Named participants include Paul Middleton, CFO, and Roberto Friedlander, VP of Investor Relations. Additional presentation details are available on Plug Power's investor relations events page.

Plug Power (NASDAQ: PLUG) announced participation in two concurrent non-deal roadshows on the week of Oct. 9, 2025, with investor meetings in Paris and Boston. The company said these simultaneous meetings reflect ongoing investor engagement and disciplined execution. Attendees include CFO Paul Middleton in Paris (Redburn Atlantic) and President & CRO Jose Luis Crespo with VP of Investor Relations Roberto Friedlander in Boston (Canaccord). Additional event details are available on Plug Power's investor relations events page.