PLUG Earnings

PLUG reported its FY2025Q4 earnings on 2026-03-02, showcasing a revenue of against an estimate of 220.68M, resulting in a 0% surprise. The EPS was 0, surpassing the expected -0.1 by 0%. The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following PLUG's FY2025Q4 earnings announcement on 2026-03-02, the stock price moved by 0% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, PLUG's stock price tends to shift by an average of 7.52% in the 10 days leading up to earnings and -9.65% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate PLUG's annual revenue to reach 216.84M, while the EPS is projected at -0.11. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between PLUG's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, PLUG's stock price typically moves by 7.52% in the 10 days before its earnings and -9.65% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of -0.11 and revenue of 216.84M.

The earnings call summary and Q&A session reveal robust financial and strategic positioning. Revenue projections are strong, with $700 million targeted for 2025, and the company is on track for gross margin neutrality by Q4 2025. The management's confidence in achieving EBITDA positive by 2026, bolstered by cost reductions and sales growth, is a positive indicator. The expansion of the hydrogen generation network and favorable policy tailwinds further strengthen the outlook. While some uncertainties remain, such as the DOE loan, the overall sentiment is positive, indicating a likely stock price increase of 2% to 8%.