Plug Power Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Plug Power Inc
1.46
+0.05 · +3.55%
post 1.47 +0.48%
+5.21%
vs ±12.7% implied · ×0.41
shaded = implied · ▲▼ = realized
No other changes.
No other changes.
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $498.7M | 21.70% | +21.00% |
| Vanguard Portfolioindex-like | $179.3M | 7.80% | +11.03% |
| Vanguardindex-like | $170.6M | 7.42% | +0.62% |
| State Streetindex-like | $105.0M | 4.57% | +6.06% |
| Geodeindex-like | $99.1M | 4.31% | +5.33% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $498.7M | 21.70% | +21.00% |
| Vanguard Portfolioindex-like | $179.3M | 7.80% | +11.03% |
| Vanguardindex-like | $170.6M | 7.42% | +0.62% |
| State Streetindex-like | $105.0M | 4.57% | +6.06% |
| Geodeindex-like | $99.1M | 4.31% | +5.33% |
Same SIC code · 6
Same SEC industry code: Woodward, Inc., Bloom Energy Corp, Fuelcell Energy Inc and 3 more; of Plug Power Inc's 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Woodward, Inc., Bloom Energy Corp, Fuelcell Energy Inc and 3 more; of Plug Power Inc's 6 closest co-movers, none share that code.
Annual filing, covered
10-K parsed · Mar 2 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 2 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Bull2
Bear2
Plug Power Inc. provides hydrogen fuel cell turnkey solutions for the mobility, material handling, and stationary power markets in North America and internationally. It focuses on proton exchange membrane (PEM) fuel cell and fuel processing technologies, and fuel cell/battery hybrid technologies, as well as related hydrogen and green hydrogen generation, storage, and dispensing infrastructure. The company offers GenDrive, a hydrogen-fueled PEM fuel cell system that provides power to material handling electric vehicles; GenFuel, a liquid hydrogen fueling delivery, generation, storage, and dispensing system; GenCare, an ongoing internet of things-based maintenance and service program for GenDrive and GenSure fuel cells, GenFuel hydrogen storage and dispensing products, and ProGen engines; and GenSure, a stationary fuel cell solution that offers modular PEM fuel cell power to support the backup and grid-support power requirements of the telecommunications, transportation, and utility sectors. It also provides GenKey, an integrated turn-key solution for transitioning to fuel cell power; ProGen, a fuel cell stack and engine technology used in mobility and stationary fuel cell systems, and as engines in electric delivery vans; and GenFuel Electrolyzer, a hydrogen generator optimized for clean hydrogen production. The company offers its products to retail distribution and manufacturing businesses through a direct product sales force, original equipment manufacturers, and dealer networks. It has a strategic partnership with Airbus SE to decarbonize air travel and airport operations with green hydrogen; and Fortescue Future Industries to manufacture electrolyzer technology in Australia. Plug Power Inc. was founded in 1997 and is headquartered in Latham, New York.
Plug Power Inc. provides hydrogen fuel cell turnkey solutions for the mobility, material handling, and stationary power markets in North America and internationally. It focuses on proton exchange membrane (PEM) fuel cell and fuel processing technologies, and fuel cell/battery hybrid technologies, as well as related hydrogen and green hydrogen generation, storage, and dispensing infrastructure. The company offers GenDrive, a hydrogen-fueled PEM fuel cell system that provides power to material handling electric vehicles; GenFuel, a liquid hydrogen fueling delivery, generation, storage, and dispensing system; GenCare, an ongoing internet of things-based maintenance and service program for GenDrive and GenSure fuel cells, GenFuel hydrogen storage and dispensing products, and ProGen engines; and GenSure, a stationary fuel cell solution that offers modular PEM fuel cell power to support the backup and grid-support power requirements of the telecommunications, transportation, and utility sectors. It also provides GenKey, an integrated turn-key solution for transitioning to fuel cell power; ProGen, a fuel cell stack and engine technology used in mobility and stationary fuel cell systems, and as engines in electric delivery vans; and GenFuel Electrolyzer, a hydrogen generator optimized for clean hydrogen production. The company offers its products to retail distribution and manufacturing businesses through a direct product sales force, original equipment manufacturers, and dealer networks. It has a strategic partnership with Airbus SE to decarbonize air travel and airport operations with green hydrogen; and Fortescue Future Industries to manufacture electrolyzer technology in Australia. Plug Power Inc. was founded in 1997 and is headquartered in Latham, New York.
Tall tick = annual report · Source: EDGAR
Expected move
Inputs8Q avg ±9.6%·×1.04·fair
straddle ±14.8%
spot 1.41exp Nov 13ATM strike 1.5ATM straddle 0.25IV 124%