A number of stocks fell in the afternoon session after surging long-term Treasury yields crushed the group's cost-of-capital outlook.

Hydrogen stocks are falling together Thursday, but the damage is landing in one place far harder than the others, and the reason has nothing to do with any of the companies themselves.

On August 10, Plug Power (NASDAQ:PLUG) held its second-quarter earnings call, and the numbers pointed toward a company closing the gap between its long-promised turnaround and reality. Revenue climbed to $178 million, gross margin crept to nearly break-even, and management raised its full-year growth guidance for the second time this year. CEO Jose Luis Crespo […]

Rising Treasury yields are dragging hydrogen and fuel cell stocks lower Tuesday, but the selling is hitting each company differently, and the pattern reveals something specific about what the market fears most right now.

Gross margins swung sharply positive as revenue climbed 9% sequentially.

Plug Power’s second quarter results were met with a strong positive market reaction, driven largely by management’s focus on margin improvement and operational discipline. The company’s leadership credited progress in its restructuring program, Quantum Leap, for driving a substantial recovery in gross margin and a notable reduction in operating expenses. CEO Jose Luis Crespo highlighted a “meaningful step” in gross margin, approaching breakeven, which he attributed to improved service reliabilit

Plug Power's collaboration with Microsoft to explore hydrogen fuel cell technology opens up a new market opportunity, but it doesn't represent a strategic shift for the company.

The fuel cell maker's earnings multiple is measured on a trailing year, while the guidance management has raised describes a far bigger business. That mismatch moves the buy decision onto delivery rather than demand.

Bloom Energy's 143% YTD surge reflects rising AI power demand, but its premium valuation raises questions for investors.

Fuel cell technology Plug Power (NASDAQ:PLUG) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 2.5% year on year to $178.3 million. Its non-GAAP loss of $0.07 per share was in line with analysts’ consensus estimates.

Wolfspeed, BigBear.ai and Others Face Heavy Short-Seller Pressure

Plug Power beat second-quarter estimates with revenue of $178.3 million and raised its 2026 revenue growth outlook 15% to 16%, as gross margin approached break-even and cash burn improved.

Plug Power stock is trying to rebuild investor confidence after a long stretch of value destruction, yet current valuation checks still suggest it is not an obvious bargain. The share price is up over the past year, but that sits against a much longer period of weak returns and a low value score. Over the past 5 years, Plug Power shareholders have seen the stock fall 91.4%, which sets a cautious backdrop for any renewed optimism around the current price. Recent revenue growth and margin...

Plug Power's turnaround plan is gaining steam.

Companies In The Article Are:FRMI,CAH,PLUG and ARMK

Plug Power (PLUG) is back in focus after its latest quarterly update. The hydrogen fuel cell company reported second quarter 2026 results and raised its revenue growth guidance for the full year. See our latest analysis for Plug Power. The earnings beat and raised guidance have given Plug Power some short term momentum, with a 1 day share price return of 5.21% and a 7 day share price return of 2.78%. Even so, the 90 day share price return is down 43.94%. The 1 year total shareholder return of...

The green hydrogen pioneer is advancing toward its profitability goals.

Plug Power Stock Rallies on Strong Q2 Results and a Major Margin Turnaround

Plug Power stock jumped after beating earnings estimates.

Plug Power’s second-quarter earnings and a boost to expectations for full-year revenue growth reveal a company heading toward profitability, say analysts.

Plug Power raises 2026 revenue growth guidance to 15-16% and maintains its Q4 positive EBITDAS target as margins improve and cash use declines.

Plug Power posted a quarter that stopped traders in their tracks, but the stock still sits near multi-year lows and the company keeps missing on earnings. Here is what the margin numbers actually signal about whether this turnaround has legs.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2% and the actively trad

A hydrogen fuel cell company trading near multi-year lows and a storage giant riding a hyperscaler wave are both surging before the bell Tuesday, but the reasons behind each move tell very different stories about where these rallies could go.

Plug Power is moving in the right direction, but profitability could still be challenging.

Plug Power Inc (PLUG) raises full-year revenue guidance to 15-16% growth as cost discipline and operational improvements drive significant margin expansion.

Plug Power (NASDAQ:PLUG) raised its full-year revenue growth outlook after reporting second-quarter results that showed improving margins, lower operating expenses and reduced cash usage, while management reiterated its goal of achieving positive EBITDA in the fourth quarter. Revenue totaled $178.3

Although the revenue and EPS for Plug Power (PLUG) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Plug Power (PLUG) delivered earnings and revenue surprises of +12.50% and +6.30%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Plug Power Inc. (NASDAQ:PLUG) reported second quarter results that exceeded analyst expectations, with revenue of $178.3 million surpassing the consensus estimate of $168.76 million. The hydrogen solutions provider posted adjusted earnings per share of -$0.07, beating the analyst estimate of -$0.08.

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

Fuel cell technology Plug Power (NASDAQ:PLUG) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 2.5% year on year to $178.3 million. Its GAAP loss of $0.14 per share was 78.2% below analysts’ consensus estimates.

Plug Power is scheduled to report its Q2 earnings today after market close. But Barchart data suggests PLUG stock isn’t particularly attractive to own ahead of the second-quarter results.

Watch out: The hydrogen stock will report its second-quarter earnings after the market close today.

The benchmark US stock measures were mostly pointing higher before the opening bell Monday as trader

Yahoo Finance Senior Reporter Brooke DiPalma and Yahoo Finance Markets and Data Editor Jared Blikre analyze a rally in solar stocks following new tariffs on imported solar components. Solar stocks include NextEra (NEE) and First Solar (FSLR). Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.

Hydrogen investors face a tough choice as Plug Power and FuelCell Energy pursue distinct paths across a fast-evolving market.

The latest trading day saw Plug Power (PLUG) settling at $2.07, representing a -1.43% change from its previous close.

Bloom Energy has shed over 20% in four weeks after a staggering year-to-date run, and now shareholders face a decision that looks simpler than it actually is. The cheaper alternatives in the fuel cell space come with a catch most rotation trades ignore.

Bloom Energy has staged one of the most explosive runs in the market this year, but a recent pullback and a looming legal deadline are raising serious questions about whether the rally still has legs or is about to break.

Plug Power is set to report its June-quarter 2026 results on August 10, with Wall Street expecting a quarterly loss of US$0.08 per share and a year-on-year revenue decline. Analysts have revised their earnings estimates upward in recent weeks, signaling a shift in expectations that could influence how investors interpret the upcoming results. Next, we’ll examine how the upward revision in Plug Power’s earnings estimates may interact with its existing hydrogen turnaround investment...

Prediction markets have started pricing the fate of two iconic American brands with battered share prices, and the crowd's verdict on one of them runs directly against what Wall Street analysts are saying.

MKS (MKSI) delivered earnings and revenue surprises of +12.25% and +3.06%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Get a deeper insight into the potential performance of Plug Power (PLUG) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Plug Power (PLUG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

One generates billions in free cash flow but faces commodity volatility; the other burns cash while betting on hydrogen's future.

The latest trading day saw Plug Power (PLUG) settling at $2.05, representing a -1.91% change from its previous close.

One company has turned cash-flow positive while burning through $661 million in capital; the other faces liquidity crises and lawsuits.

Bloom Energy's blockbuster quarterly results finally hit the market a day late, and a fresh Wall Street upgrade is pouring fuel on a rally that's pulling the entire fuel-cell sector along for the ride.

One is pre-revenue with zero debt; the other generates $710 million in sales but burns cash faster.