Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Plug Power Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Electrical Industrial Apparatus
Prev close 2.05 · gapped above the open, never looked back. High/low 2.08 at 7:15 am ET, 2.05 at 11:00 am ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of PLUG revenue | Skew |
|---|---|---|---|
| WMTWalmart, Inc. ("Walmart") | 0.02% | 24.20% | 1,005× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“For the year ended December 31, 2025, Walmart, Inc. ("Walmart"), accounted for 24.2% of our total consolidated revenues, which included a provision for warrant charge of $29.2 million.”
$172M relationship1,005× more of PLUG’s book than WMT’s
basisPLUG fy2025 · closed 2025-12 $710MWMT fy2026 · closed 2026-01 $713B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001104659-26-022286cik 0001093691
“The Company and Amazon entered into the 2022 Amazon Transaction Agreement in connection with a concurrent commercial arrangement under which Amazon agreed to purchase hydrogen fuel from the Company through August 24, 2029.”
FILING10-K0001558370-25-002049cik 0001093691
“The Company has an "at-the-market" equity offering program with B. Riley Securities, Inc. ("B. Riley") pursuant to which the Company may, from time to time, offer and sell through or to B. Riley, as sales agent or principal, shares of the Company's common stock, having an aggregate gross sales price of up to $1.0 billion under a sales agreement.”
FILING10-K0001104659-26-022286cik 0001093691
“On January 16, 2025, Plug Power Energy Loan Borrower LLC, a wholly owned indirect subsidiary of the Company, finalized a loan guarantee of up to $1.66 billion with the U.S. Department of Energy (the "DOE") through the DOE's Loan Program Office to finance the development, construction, and ownership of up to six green hydrogen production facilities.”
FILING10-K0001104659-26-022286cik 0001093691
“As part of this initiative, in February 2026, we entered into a definitive agreement with Stream US Data Centers, LLC for the sale of land and associated substation infrastructure in the Town of Alabama, Genesee County for gross proceeds expected to be at least $132.5 million, with potential proceeds of up to $142.0 million depending on timing of closing and the removal status of certain hydrogen storage spheres located on the property.”
FILING10-K0001104659-26-022286cik 0001093691
“The Company has also entered into a Standby Equity Purchase Agreement (the "SEPA") with Yorkville, pursuant to which the Company has the right, at its option, to sell to Yorkville up to $1.0 billion in the aggregate gross sales price of its common stock, subject to certain limitations and conditions set forth therein.”
FILING10-K0001104659-26-022286cik 0001093691
“As of December 31, 2025, the Company had outstanding obligations to Wells Fargo, Pathward and U.S. Bank under several Master Lease Agreements totaling $97.4 million, $59.0 million and $48.0 million, respectively.”
FILING10-K0001104659-26-022286cik 0001093691
“As of December 31, 2025, the Company had outstanding obligations to Wells Fargo, Pathward and U.S. Bank under several Master Lease Agreements totaling $97.4 million, $59.0 million and $48.0 million, respectively.”
FILING10-K0001104659-26-022286cik 0001093691
“As of December 31, 2025, the Company had outstanding obligations to Wells Fargo, Pathward and U.S. Bank under several Master Lease Agreements totaling $97.4 million, $59.0 million and $48.0 million, respectively.”
FILING10-K0001104659-26-022286cik 0001093691
“On September 29, 2025, the Company and B. Riley amended the "at-the-market" equity offering program to add Yorkville Securities, LLC ("Yorkville") as an additional sales agent and/or principal through which the Company may offer and sell shares pursuant to the "at-the-market" equity offering program.”
FILING10-K0001104659-26-022286cik 0001093691
Watchlist prices, news filtered to it, and its next report on your desk.
Plug Power Inc has 6 disclosed suppliers and 4 disclosed customers. Each one is named in an SEC filing, either Plug Power Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
PLUG (Plug Power Inc) has 6 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: RILY −4.17%, in financials.