InsidersTradesSigma
Follow the PLUG POWER INC share price and the full management transaction log of the company, a publicly traded company based in United States. Shares are listed on the US market, under the oversight of SEC (Form 4). Operating in the Energy sector, PLUG POWER INC has logged 240 insider filings. Market capitalisation: €3bn. The latest transaction was reported on 17 July 2025 (Attribution). Among the most active insiders: MCNAMEE GEORGE C. All data is free.
240
Insider Decl.
n/a
Thresholds
€811,766
2 ops.
Buy Volume
€355,123
6 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate PLUG POWER INC Hold (neutral), based on 16 analysts. Average price target: US$3.55.
34Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 28,971 of 29,063 companies
4.1
score / 100
Value7
Quality1
FCF yld-22%
Earn yld-54%
EV/EBITDA·
ROE-129%
Gross mgn-34%
Net mgn·
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 17 July 2025
Declarations240 total
38,156 shares@ US$1.0080.6% of flowCommon StockSEC:0001104659-25-068738:0
17,198 shares@ US$1.495.1% of flowCommon StockSEC:0001104659-25-065810:0
21,812 shares@ US$1.498.9% of flowCommon StockSEC:0001104659-25-065809:0
15,101 shares@ US$1.4910.1% of flowCommon StockSEC:0001104659-25-065808:0
13,423 shares@ US$1.4913.3% of flowCommon StockSEC:0001104659-25-065807:0
18,456 shares@ US$1.498.6% of flowCommon StockSEC:0001104659-25-065804:0
15,940 shares@ US$1.4913.3% of flowCommon StockSEC:0001104659-25-065801:0
6,711 shares@ US$1.4928.4% of flowCommon StockSEC:0001104659-25-065800:0
13,213 shares@ US$1.496.1% of flowCommon StockSEC:0001104659-25-065798:0
36,448 shares@ US$0.84420.5% of flowCommon StockSEC:0001104659-25-059344:0
37,300 shares@ US$1.323.3% of flowCommon StockSEC:0001104659-25-059335:0
650,000 shares@ US$1.033917.8% of flowCommon StockSEC:0001104659-25-057705:0
Canonical exit: 7 Sept 2025 (T+90)
350,000 shares@ US$0.71548.2% of flowCommon StockSEC:0001104659-25-050252:0
Canonical exit: 14 Aug 2025 (T+90)
17,081 shares@ US$0.840.5% of flowCommon StockSEC:0001104659-25-045520:0
16,188 shares@ US$0.840.6% of flowCommon StockSEC:0001104659-25-045528:0
16,689 shares@ US$0.841.0% of flowCommon StockSEC:0001104659-25-045526:0
18,650 shares@ US$1.223.9% of flowCommon StockSEC:0001104659-25-045524:0
7,407 shares@ US$1.3543.3% of flowCommon StockSEC:0001104659-25-031676:0
14,815 shares@ US$1.3516.7% of flowCommon StockSEC:0001104659-25-031675:0
17,593 shares@ US$1.3516.7% of flowCommon StockSEC:0001104659-25-031669:0
24,074 shares@ US$1.359.7% of flowCommon StockSEC:0001104659-25-031663:0
16,667 shares@ US$1.3512.3% of flowCommon StockSEC:0001104659-25-031667:0
20,370 shares@ US$1.359.3% of flowCommon StockSEC:0001104659-25-031665:0
14,584 shares@ US$1.356.5% of flowCommon StockSEC:0001104659-25-031662:0
18,981 shares@ US$1.355.3% of flowCommon StockSEC:0001104659-25-031656:0
25 of 240 declarations
关于 PLUG POWER INC
Plug Power Inc. 是一家在美国上市的公司，在纳斯达克（美国）交易，专注于综合氢解决方案。该公司成立于 1997 年，最初围绕用于物料搬运的燃料电池系统构建，随后扩展到更广泛的氢平台。其公司总部位于纽约州斯林格兰兹。（[plugpower.com](https://www.plugpower.com/wp-content/uploads/2024/05/PLUG_HR_Doc_Introducing-Plug-Opt_EN_052924_F.pdf?utm_source=openai)) 从股票研究的角度来看，Plug Power 最好被理解为一家垂直整合的氢公司，而不是单一产品制造商。其端到端平台涵盖通过 PEM 电解、液化、储存、运输、分销、分配以及转化为电力来生产绿色氢。该公司的核心业务线包括物料搬运解决方案、GenEco 电解槽、低温设备和氢燃料销售。这种整合模式是 Plug 投资案例的核心，因为它允许公司销售设备和使氢大规模应用成为可能所需的配套基础设施。（[plugpower.com](https://www.plugpower.com/about-us/?utm_source=openai)) 历史上，Plug 在仓库和配送中心获得了发展，其 GenDrive 燃料电池系统和 GenFuel 加氢站被零售、食品分销、制造和物流领域的大客户采用。随着时间的推移，该公司通过收购和合作扩大了其目标市场，增加了电解、低温和移动性方面的能力。结果是拥有更多样化的氢产品组合和比独立组件供应商更强的竞争地位，尽管该业务仍在资本密集型和竞争激烈的清洁能源市场中运营。（[plugpower.com](https://www.plugpower.com/about-us/?utm_source=openai)) 从地理上看，Plug 仍然以美国为中心，同时继续建立国际足迹。该公司强调了在欧洲（包括德国、法国和葡萄牙）的项目和交付，这突显了其在北美以外的工业氢供应链中竞争的能力。这对于长期投资者很重要，因为氢市场日益全球化，客户需求与工业脱碳和能源安全优先事项相关。（[ir.plugpower.com](https://www.ir.plugpower.com/press-releases/news-details/2025/Plug-Power-Signs-Letter-of-Intent-with-Hy2gen-for-5MW-PEM-Electrolyzer-Supporting-Frances-Hydrogen-Roadmap-at-Sunrhyse-Green-Hydrogen-Project/default.aspx?utm_source=openai)) 最新消息表明了运营好转的迹象。在其 2026 年第一季度更新中，Plug 报告收入同比增长 22%，毛利率显著改善。管理层表示，2025 年全年收入约为 710 million 美元，第四季度毛利率转为正值。该公司还在 2026 年 3 月任命 Jose Luis Crespo 为首席执行官，这标志着更加强调严格执行、成本控制和更清晰的盈利路径。2026 年 2 月，Plug 宣布与 Stream Data Centers 达成战略基础设施优化协议，这是改善流动性和加强资产负债表更广泛努力的一部分。（[ir.plugpower.com](https://www.ir.plugpower.com/press-releases/news-details/2026/Plug-Power-Reports-Strong-Q1-2026-Results-with-22-Revenue-Growth-and-71-Margin-Improvement-Year-over-Year/default.aspx?utm_source=openai))
