Plug Power (PLUG) Q4 Results Approaching: Experts Share Perspectives on Crucial Performance Indicators

Wall Street Forecasts for Plug Power's Upcoming Earnings

Financial analysts anticipate that Plug Power (PLUG) will report a quarterly per-share loss of $0.10 in its next earnings release, which would mark a 93.9% improvement compared to the same period last year. Revenue is expected to reach $220.68 million, reflecting a 15.3% increase year-over-year.

In the past month, the consensus estimate for Plug Power's earnings per share has been revised downward by 2.6%. This adjustment highlights how analysts have updated their outlooks in recent weeks.

Monitoring changes in earnings forecasts is essential before a company announces results, as these revisions often signal how investors might react. Studies have shown a strong link between shifts in earnings estimates and short-term stock price movements.

While consensus figures for earnings and revenue are commonly used to gauge quarterly results, examining analyst predictions for specific business segments can provide a deeper understanding of the company's performance.

Key Metrics to Watch for Plug Power

Let's review the average analyst estimates for several important Plug Power metrics:

• Net revenue from equipment, infrastructure, and related sales: Expected to total $139.92 million, a 1.3% increase from the previous year.
• Net revenue from services on fuel cell systems and infrastructure: Projected at $17.10 million, up 42.9% year-over-year.
• Net revenue from power purchase agreements: Anticipated to reach $23.66 million, representing a 21.9% rise from the prior year.
• Net revenue from fuel delivered to customers and related equipment: Estimated at $35.76 million, a significant 79.5% increase compared to the same quarter last year.

Recent Stock Performance and Analyst Outlook

Over the last month, Plug Power shares have declined by 22%, while the Zacks S&P 500 composite index rose by 0.6%. With a Zacks Rank of #3 (Hold), Plug Power is expected to perform in line with the broader market in the near term.

Newly Released: Zacks Top 10 Stocks for 2026

There's still time to get early access to Zacks' top 10 stock picks for 2026. Curated by Zacks Director of Research Sheraz Mian, this portfolio has delivered impressive and consistent results.

From 2012 through November 2025, the Zacks Top 10 Stocks achieved a remarkable gain of 2,530.8%, far outpacing the S&P 500’s 570.3% return.

Sheraz Mian selected these stocks from over 4,400 companies covered by the Zacks Rank, identifying the best opportunities to buy and hold in 2026. Be among the first to discover these high-potential stocks.

Additional Resources

Looking for more investment ideas? Download Zacks Investment Research's latest report, "7 Best Stocks for the Next 30 Days," for free.