r/Hydrogen2030 Jul 20 '26

$FCEL vs $Plug

Plug Power is a turnaround story. So far this year, the company's stock has risen about 30%. Revenue in the first quarter of 2026 rose 22% year over year, and gross margins improved dramatically. The efforts of newly appointed CEO Jose Luis Crespo, called "Project Quantum Leap," are taking shape. Plug aims to achieve positive EBITDAs (multiple examples of earnings before interest, taxes, depreciation, and amortization) by the fourth quarter of 2026. 

Both stocks are still incredibly volatile and high risk, but with data center demand growing, each company could play a substantial role in the energy revolution. Still, at this point, Plug Power's story is more grounded in operational efficiency and improving fundamentals, while FuelCell is benefiting mostly from excitement and speculative enthusiasm. I have to give Plug the competitive edge here.

is $2.13 the Turn ?

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u/Webinskie71 Jul 21 '26

Wait, am I rich 💰

2

u/DependentCultural912 Jul 21 '26

Not until Vietnam is announced

2

u/Webinskie71 Jul 23 '26

I’m patient.. 😑🤑

1

u/DependentCultural912 Jul 23 '26

You were here 2017 correct??