hydrogen energy

Brookfield Infrastructure offers conservative investors a diversified alternative to capture AI infrastructure growth without betting on Bloom Energy's higher-risk execution.

Plug Power stock surges 11.2% on analyst price target increase to $3.50, up 70% year-to-date amid energy security concerns and hydrogen momentum.

FuelCell Energy surges 80% in April on AI data center demand and $1B backlog, but remains unprofitable despite 61% revenue growth and 275% pipeline expansion.

NextEra Energy offers superior risk-adjusted returns through proven dividends and AI data center growth, while Plug Power remains a speculative hydrogen bet with execution risks.

Plug Power stock jumped 12.9% this week, with 2026 gains reaching 59%, boosted by U.S.-Iran ceasefire news and renewed meme stock momentum.

Despite 50% rally in 2026, $PLUG faces $535.8M cash burn, doubled share count to 1.15B, and history of missed profitability targets.

Bloom Energy surges 7.5% as Susquehanna maintains positive rating despite lowering price target to $173, citing excessive 100+ P/E valuation despite 64% projected revenue growth.

Plug Power appoints new CEO Jose Luis Crespo to drive profitability after $1.6B loss. Company targets positive EBITDA by Q4 2026 and full profitability by 2028.

Plug Power wins 275-MW electrolyzer contract, capitalizing on soaring data center hydrogen demand as AI powers energy needs.

Aircraft fuel cells market projected to reach $24.63B by 2035 from $2.82B in 2025, growing 21.78% annually, driven by hydrogen efficiency and sustainability demands.

Plug Power investor reveals $14-to-$2 loss, but recent profitability milestones under new CEO spark cautious recovery hopes.

Plug Power launches restructuring initiative to stem mounting losses and pivot toward higher-margin hydrogen production, supported by strengthening green energy policies.