Hydrogen stocks have spent years testing investors' patience. Still, August 2026 offers two very different reasons for optimism: one company inching toward profitability after a brutal reset and another already cashing in on the artificial intelligence (AI) power boom. If you believe the sector's turnaround is real, Plug Power (NASDAQ: PLUG) and Bloom Energy (NYSE: BE) are worth a close look.
No stock better represents the boom-and-bust cycle of the hydrogen industry than Plug Power. Finally, though, Plug could be moving in a positive direction for good. In Plug's second quarter, the adjusted loss per share was just $0.07, beating expectations by a penny. Plug also hit $178.3 million in revenue, and gross margins approached breakeven.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Management has been cutting costs while simultaneously pushing growth. Operating expenses fell 50% year over year, while deployed units more than doubled to 1,666, and service revenue exploded 82% in the same time frame.
Plug maintains more than $160 million in cash and equivalents, and that number, combined with growth and lower costs, should give Plug plenty of runway to hit its targets. The turnaround story still has a long way to go, but it looks like the hydrogen fuel cell manufacturer is well on its way.
#power #still #years
No stock better represents the boom-and-bust cycle of the hydrogen industry than Plug Power. Finally, though, Plug could be moving in a positive direction for good. In Plug's second quarter, the adjusted loss per share was just $0.07, beating expectations by a penny. Plug also hit $178.3 million in revenue, and gross margins approached breakeven.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Management has been cutting costs while simultaneously pushing growth. Operating expenses fell 50% year over year, while deployed units more than doubled to 1,666, and service revenue exploded 82% in the same time frame.
Plug maintains more than $160 million in cash and equivalents, and that number, combined with growth and lower costs, should give Plug plenty of runway to hit its targets. The turnaround story still has a long way to go, but it looks like the hydrogen fuel cell manufacturer is well on its way.
#power #still #years
14 days ago
