Today the price of Plug Power (PLUG) stock is falling. But its recent market performance has shown that it could become the new Tesla.
Plug Power Inc. (NASDAQ: PLUG) stock managed to grow on Friday while the whole market was actively losing its value. This has led many investors to consider Plug with its stock to be the new Tesla Inc. (NASDAQ: TSLA). It has also revitalized investors’ hopes in alternative energy as a whole. Sources indicate that the stock has risen by about 20% this month. This comes after rapid growth in the value of Tesla stock as well. It is believed that alternative energy has been one of the fastest-growing sectors in this quarter.
Plug Power (PLUG) Stock Outperformed the Markets
Sources indicate that the alternative energy sector has made 40.2% gains in the past 30 days. This is far above the S&P 500‘s 1.5%. With expected earnings of about $0.06 per share, many are wondering if the alternative energy sector is overheating beyond expectation. Others are also wondering if the sector is in a bubble. The truth, however, is that the alternative energy sector is on the verge of a breakout. The stock price increases are a sign that green energy is the new cool trend that will define the next decade.
With that in mind, analysts are expecting the year-over-year growth of Plug Power to reach 25%. Revenues are expected to be up 50.71% to reach $90.15 million. Being a hydrogen fuel-cell company, this is great news for investors as Plug isn’t in direct competition with Tesla. The main partners of Plug are Amazon.com Inc. (NASDAQ: AMZN) and Walmart Inc. (NYSE: WMT). These two are already reportedly using Plug Power’s GenDrive products.
The company’s material handling sales provide a stable source of income while they get innovative with energy. This could put Plug Power in line for its goal of $1 billion in sales revenue by 2024.
Issues for the Company
On the other hand, several factors point to issues concerning Plug Power. The company’s use of lease financing is a cause for concern. Direct leasing by users of Plug Powers Products and backward financing has been seen as unsustainable. This has been seen by analysts as reducing the credit capacity of the company.
The signing of big names such as Walmart and Amazon has excited many. This has however come at a price. The issuance of warrants has become something at an issue. The dilution of stocks for business is a limited option. The company could run out of options to attract business.
While many believe in Plug Power’s hydrogen fuel cell technology, others are concerned about its internal business s practices. This gives credence to the “bubble” concerns of the company. The enormous potential of the company, however, has allowed the company to be an investor’s darling.
The downside to this though is its tactics in vendor financing for its products. At the time of filing this report, Plug Power (PLUG) stock stood at $5.15. This is a 7.61% drop since the markets opened. Will PLUG stock become the new Tesla? The time will show.
Google translation as follows:
今天，Plug Power（PLUG）股票的價格正在下跌。但是其最近的市場表現表明它有可能成為新的特斯拉。
週五，Plug Power Inc.（NASDAQ：PLUG）的股票設法上漲，而整個市場都在積極失去其價值。這導致許多投資者考慮將其股票與Plug合併為新的Tesla公司（納斯達克股票代碼：TSLA）。這也使投資者對整個替代能源的希望恢復了活力。消息顯示，本月該股上漲了約20％。這也是在特斯拉股票價值快速增長之後。據信，替代能源一直是本季度增長最快的行業之一。
Plug Power（PLUG）股票跑贏大盤
消息顯示，過去30天內，替代能源行業增長了40.2％。這遠高於標準普爾500指數的1.5％。預期每股收益約為0.06美元，許多人想知道替代能源行業是否正在過熱，超出了預期。其他人也想知道該行業是否處於泡沫之中。然而，事實是，替代能源領域正處於突破的邊緣。股價上漲標誌著綠色能源是定義未來十年的新的涼爽趨勢。
考慮到這一點，分析師預計Plug Power的同比增長率將達到25％。收入預計將增長50.71％，達到9015萬美元。作為氫燃料電池公司，這對投資者來說是個好消息，因為Plug並未與Tesla進行直接競爭。Plug的主要合作夥伴是Amazon.com Inc.（納斯達克股票代碼：AMZN）和Walmart Inc.（紐約證券交易所：WMT）。據報導，這兩個已經使用Plug Power的GenDrive產品。
該公司的物料搬運銷售在獲得能源創新的同時提供了穩定的收入來源。這可能使Plug Power實現其到2024年實現10億美元銷售收入的目標。
給公司的問題
另一方面，有幾個因素指出了有關插頭電源的問題。該公司使用租賃融資令人擔憂。Plug Powers產品的用戶直接租賃和向後融資被認為是不可持續的。分析師認為，這降低了公司的信貸能力。
沃爾瑪和亞馬遜等大品牌的簽約使許多人興奮不已。但是，這是有 代價的。認股權證的發行已經成為一個問題。商業股票的稀釋是有限的選擇。該公司可能沒有足夠的選擇來吸引業務。
儘管許多人相信Plug Power的氫燃料電池技術，但其他人仍在關注其內部業務慣例。這證明了公司的“泡沫”問題。然而，公司的巨大潛力使公司成為了投資者的寵兒。
不利的一面是其為產品提供賣方融資的策略。在提交此報告時，Plug Power（PLUG）的股價為5.15美元。自開市以來，跌幅為7.61％。PLUG股票會成為新的特斯拉嗎？時間將會顯示。
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