以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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PLUG
19 atoms · 跨 3 天 · 首见 2026-05-08 · 最近 2026-05-12
三色: 🟦 fact 16 · 🟥 take 3 · stance ▲4/▼0/◆0
来源: X 19
时态: fresh:16 · aging:3
标签: 好数字:17 · 好信源:1 · 好观点:1
叙事 (narrative) (3)
- 2026-05-12
[老化中] · 目标价
Canaccord raises PT to $4
tags: 好数字 · → daily
value: qty=$4.00 · date=NA
- 2026-05-12
[老化中] · 目标价调整
new PT: $4.00; prior PT: $2.50
tags: 好数字 · → daily
value: qty=$2.50→$4.00 · date=NA
- 2026-05-12
[老化中] · 潜在涨幅
potential upside: +13.6%
tags: 好数字 · → daily
value: qty=+13.6% · date=NA
预测 (forecast) (2)
- 2026-05-12 · 实现调整后EBITDA盈利时间
target to achieve adjusted EBITDA profitability: 4Q26
tags: 好数字 · → daily
value: date=4Q26
- 2026-05-11 · Q4 2026 调整后 EBITDA 为正目标
“Our first quarter results reflect strong commercial execution and continued progress improving the underlying economics of the business and positions us to achieve our EBITDAS positive target in Q4 2026.”
tags: 好观点 · → daily
事实 (fact) (14)
- 2026-05-08 · 실적 발표
HIMS, ASTS, PLUG, RGTI 실적(장후)
tags: 好信源 · → daily
value: direction=장후 · date=2026-05-11
- 2026-05-12 · 当前价格
current price: $3.52
tags: 好数字 · → daily
value: qty=$3.52 · date=NA
- 2026-05-11 · Q1 2026 营收
Revenue: $163.5M (Est $147.97M) 🟢; +22% YoY
tags: 好数字 · → daily
value: qty=$163.5M · date=Q1 2026
- 2026-05-11 · Q1 2026 调整后每股盈利
Adj. EPS: $(0.08) (Est $(0.10)) 🟢
tags: 好数字 · → daily
value: qty=$(0.08) · date=Q1 2026
- 2026-05-11 · Q1 2026 GAAP 毛利率
GAAP Gross Margin: (13%), improved from (55%) YoY
tags: 好数字 · → daily
value: qty=(13%) · date=Q1 2026
- 2026-05-11 · 氢燃料销售额同比增速
Hydrogen Fuel Sales: +22% YoY
tags: 好数字 · → daily
value: qty=+22% · date=Q1 2026
- 2026-05-11 · GenDrive 单季度运维成本同比改善
GenDrive Service Costs: Down more than 30% YoY on a per-unit quarterly basis
tags: 好数字 · → daily
value: qty=down more than 30% · date=Q1 2026
- 2026-05-11 · 电解槽已部署产能
Electrolyzer Capacity Deployed: 320+ MW globally
tags: 好数字 · → daily
value: qty=320+ MW · date=Q1 2026
- 2026-05-11 · 电解槽项目管线金额
Electrolyzer Project Pipeline: $8B
tags: 好数字 · → daily
value: qty=$8B · date=Q1 2026
- 2026-05-11 · 制氢产能
Hydrogen Production Capacity: ~40 tons/day
tags: 好数字 · → daily
value: qty=~40 tons/day · date=Q1 2026
- 2026-05-11 · 总现金
Cash: $802M total, including $223M unrestricted and ~$579M restricted
tags: 好数字 · → daily
value: qty=$802M · date=Q1 2026
- 2026-05-11 · 预期资产变现收益
Expected Asset Monetization Proceeds: ~$275M
tags: 好数字 · → daily
value: qty=~$275M · date=Q1 2026
- 2026-05-11 · 营收变化率
PLUG 营收变化率: +16.99%
tags: 好数字 · → daily
value: qty=+16.99% · date=Q1 2026
- 2026-05-11 · 盘后股价涨幅
Plug Power (PLUG) 涨幅: +8%
tags: 好数字 · → daily
value: qty=+8%
时间轴 (近 20)
- 2026-05-12 ·
narrative · 目标价 · → daily
- 2026-05-12 ·
narrative · 目标价调整 · → daily
- 2026-05-12 ·
narrative · 潜在涨幅 · → daily
- 2026-05-12 ·
forecast · 实现调整后EBITDA盈利时间 · → daily
- 2026-05-12 ·
fact · 当前价格 · → daily
- 2026-05-11 ·
fact · Q1 2026 营收 · → daily
- 2026-05-11 ·
fact · Q1 2026 调整后每股盈利 · → daily
- 2026-05-11 ·
fact · Q1 2026 GAAP 毛利率 · → daily
- 2026-05-11 ·
fact · 氢燃料销售额同比增速 · → daily
- 2026-05-11 ·
fact · GenDrive 单季度运维成本同比改善 · → daily
- 2026-05-11 ·
fact · 电解槽已部署产能 · → daily
- 2026-05-11 ·
fact · 电解槽项目管线金额 · → daily
- 2026-05-11 ·
fact · 制氢产能 · → daily
- 2026-05-11 ·
fact · 总现金 · → daily
- 2026-05-11 ·
fact · 预期资产变现收益 · → daily
- 2026-05-11 ·
forecast · Q4 2026 调整后 EBITDA 为正目标 · → daily
- 2026-05-11 ·
fact · 营收变化率 · → daily
- 2026-05-11 ·
fact · 盘后股价涨幅 · → daily
- 2026-05-08 ·
fact · 실적 발표 · → daily
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