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
+5.21%
vs ±12.7% implied · ×0.41
shaded = implied · ▲▼ = realized
Plug Power has 4 disclosed suppliers and 3 disclosed customers in SEC filings.
Plug Power Inc
1.36
SentenceFor 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.
basisPLUG FY2025 revenue $710MWMT FY2026 revenue $713BFY mismatch
SentenceAs 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.
PLUG 10-Kaccession 0001104659-26-022286
SentenceOn 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.
PLUG 10-Kaccession 0001104659-26-022286
SentenceAs 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.
PLUG 10-Kaccession 0001104659-26-022286
Expected move
Inputs8Q avg ±9.6%·×0.40·cheap
straddle ±15.9%
spot 1.37exp Nov 13ATM strike 1.5ATM straddle 0.25IV 104%