Plug Power stock holds Perform rating at Oppenheimer on profitability progress

Published 12/08/2025, 11:50
Plug Power stock holds Perform rating at Oppenheimer on profitability progress

Investing.com - Oppenheimer maintained its Perform rating on Plug Power (NASDAQ:PLUG), currently trading at $1.58, following the company’s second-quarter results that exceeded revenue and gross margin expectations. According to InvestingPro data, the company’s gross profit margin stands at -77.54%, with annual revenue of $642.22M.

The hydrogen fuel cell company demonstrated "meaningful strides toward profitability" according to Oppenheimer’s research note, with its customer base remaining committed throughout the company’s ongoing restructuring process. InvestingPro analysis reveals two key challenges: the company is quickly burning through cash and suffers from weak gross profit margins. Subscribers can access 9 additional ProTips and comprehensive analysis in the Pro Research Report.

Plug Power’s electrolyzer projects continue to advance, with the company apparently gaining traction in securing customer commitments before final investment decisions are made, while also seeing renewed growth in material handling demand.

The research firm noted that benefits from Plug Power’s recently announced hydrogen supply agreement and internal production increases should materialize in the second half of 2025, alongside cost advantages from revenue growth.

Oppenheimer identified the second half of 2025 as a potential "turning point" for Plug Power’s financials, as the combination of cost optimization efforts and revenue growth translates into operating leverage.

In other recent news, Plug Power Inc. reported its Q2 2025 earnings with a notable revenue increase of 21% year-over-year, reaching $174 million. This figure exceeded the analysts’ revenue forecast of $158.48 million. The company’s performance was bolstered by strong sales in its electrolyzer segment and improved gross margins. Plug Power is aiming for gross margin neutrality by the fourth quarter of 2025. Additionally, the company’s stock experienced a rise in after-hours trading, reflecting investor confidence in these results. These developments highlight Plug Power’s ongoing efforts to enhance its financial performance. While analyst opinions were not detailed, the earnings results alone suggest a positive trajectory for the company. This information provides investors with an updated view of Plug Power’s recent financial health.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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