Introducing a redesigned PlugPower.com. October 8, 2026 Today, on National Hydrogen & Fuel Cell Day, Plug is launching a new PlugPower.com, a website built to better reflect who Plug Power Inc. is today, where Plug Power Inc. is focused and the work happening across its business every day. For decades, Plug has been putting hydrogen technology to work in real-world applications. Its new website brings that story to the forefront. From GenDrive fuel cell systems powering material handling operations to GenEco electrolyzers producing hydrogen around the world and Plug's hydrogen production network supplying customers with fuel, the new PlugPower.com is centered on the technologies, projects and customers driving its business forward. Real technology and real deployments. One of the biggest changes visitors will notice is simple: what you see is real. Across the new website, photography of Plug products operating in the field replaces much of the rendered imagery used on its previous site. Visitors can see electrolyzers installed at customer sites, fuel cells operating in demanding applications and hydrogen infrastructure supporting operations today. Featured projects are woven throughout the site, bringing visitors directly into real-world deployments and showing Plug technology at work across industries, applications and geographies.\ Explore featured electrolyzer projects showcasing Plug's solutions in action, HERE Explore featured material handling projects showcasing Plug's solutions in action, HERE These aren't concepts of what hydrogen technology could look like someday. They are examples of what Plug technology is already doing around the world. That distinction is important. Plug has spent decades building, deploying and operating hydrogen technology, and the new website is designed to make that experience visible. Focused on Plug's core business. The site has also been restructured around the areas at the center of Plug's business and growth strategy: GenEco electrolyzers, GenDrive fuel cells and hydrogen production. Rather than simply presenting a broad portfolio of technologies, the new experience makes it easier to understand how these core businesses work, where they are being deployed and how they connect across the hydrogen value chain. Together, they demonstrate something unique about Plug: its experience doesn't stop with a single piece of equipment. Plug Power Inc. understand hydrogen from production through application because Plug Power Inc. has spent years building and operating across the ecosystem. Explore Plug's fuel cell products, HERE Explore Plug's electrolyzer products, HERE Explore Plug's cryogenic products, HERE Explore Plug's hydrogen and infrastructure products, HERE The Plug hydrogen ecosystem at work. The new website brings that ecosystem to life. Throughout PlugPower.com, visitors will find examples of Plug technology working across industries and geographies, supported by customer stories, project examples and testimonials from organizations using its solutions. The result is a clearer view of how the pieces fit together. From producing hydrogen with Plug electrolyzers, to supplying hydrogen through its production network, to putting that hydrogen to work decarbonizing heavy industry, powering material handling, supporting the transition to renewable energy, and enabling operations where reliable, low-carbon power matters most. It's the Plug hydrogen ecosystem not as a diagram or future vision, but at work today. Explore Plug's hydrogen ecosystem at work, HERE Decades of experience, built into every solution. Hydrogen is experiencing a new era of investment and innovation, but Plug's experience in the industry isn't new. The redesigned site highlights the depth of experience behind its technology with decades spent developing fuel cell and hydrogen solutions, deploying systems, operating equipment and learning alongside its customers. That history matters because building hydrogen projects at scale requires more than technology. It requires experience gained from putting that technology into operation in the real world. Its new site gives visitors a much clearer view of that foundation and how it continues to inform the solutions Plug is building today. Explore Plug by the numbers, HERE A clear view of its path forward. The new PlugPower.com is also designed to provide greater visibility into where Plug is going. Its financial roadmap is presented clearly, with progress tracked as key actions and milestones are completed. This gives investors, customers, partners and other stakeholders a straightforward way to follow its priorities and the progress being made against them. It is part of a broader goal for the new website: make Plug easier to understand. What Plug Power Inc. do. Where Plug Power Inc. is focused. What Plug Power Inc. has already built. And where Plug Power Inc. is going next. Explore Plug's Investor Relations site, HERE Explore the new PlugPower.com. National Hydrogen & Fuel Cell Day celebrates the role hydrogen can play in the world's energy future. For Plug, it is also an opportunity to showcase how much of that future is already being built. Its new website tells that story through the products in the field, the customers putting them to work, the projects taking shape around the world and the experience behind them. Real products. Real customers. Real hydrogen. Explore the new PlugPower.com and see the Plug hydrogen ecosystem at work.

Plug Power stock gains on 280 MW electrolyzer deal with Arcadia. Luke Juricic Investing.com - Plug Power Inc (NASDAQ:PLUG)) shares rose almost 5% in premarket trading Tuesday following the company's announcement of a 280-megawatt electrolyzer supply agreement with Arcadia eFuels for Project ENDOR in Denmark. The deal includes a strategic cooperation agreement positioning Plug as the preferred electrolyzer supplier for more than 1 gigawatt of Arcadia eFuels' e-SAF projects across Europe and the Americas. The agreement follows three years of joint engineering work, with deliveries set to begin after the project issues notice to proceed. Project ENDOR, Arcadia eFuels' flagship facility at the Port of Vordingborg on Denmark's south coast, will use renewable grid power to run 280 MW of Plug electrolyzers, producing roughly 110 tons of renewable hydrogen daily. Arcadia eFuels will combine the hydrogen with captured carbon dioxide to produce jet fuel for standard aircraft. The strategic cooperation agreement extends beyond ENDOR to four additional Arcadia eFuels projects in Europe and the Americas, representing more than 1 GW of potential electrolyzer capacity. The deal also provides Arcadia eFuels with priority access to Plug's manufacturing capacity as each project advances. The e-SAF market is expanding as the EU's ReFuelEU Aviation mandate requires a rising share of sustainable aviation fuel at European airports, including a sub-target reserved for synthetic fuels from 2030. Plug is executing multiple projects with combined capacity in the multi-gigawatt range across Denmark, the U.K., Spain, and Portugal, including a 100 MW GenEco installation at Galp's Sines refinery. Original Article

Did electrolyzer shipment just shift Plug Power (PLUG) investment narrative? September 27, 2026 * Plug Power announced the past shipment of a 1 MW GenEco PEM electrolyzer to HWR Hydrogen in New Zealand and confirmed that Chief Operating Officer Dean C. Fullerton will leave the company in October 2026 while assisting with a transition of his responsibilities. * The electrolyzer deployment into an emerging hydrogen trucking hub and the COO exit together highlight Plug Power's execution workload, operational focus, and leadership depth at a time when project delivery and cost discipline remain central to its fundamentals. * We will now examine how Plug Power's investment narrative could be influenced by the New Zealand electrolyzer shipment and COO transition. Scan how Plug Power's latest move into New Zealand compares with other hydrogen and clean energy peers by reviewing a hand picked list of 40 power grid technology and infrastructure stocks in one place. Plug Power investment narrative recap. To own Plug Power, you need to believe the hydrogen build out can eventually support healthier margins and a path toward smaller losses, even though the business is still unprofitable and running a short cash runway. The key near term catalyst remains turning its electrolyzer and fuel cell pipeline into commissioned projects that actually ship, install and produce gas for customers. The New Zealand electrolyzer delivery speaks directly to that execution test but is modest in scale against Plug Power's wider commitments. The bigger risk still sits around cash burn, dilution and whether operational fixes and pricing discipline can close the gap between negative gross margins and the breakeven targets management has outlined. The most relevant update for that thesis is the 1 MW GenEco PEM electrolyzer shipment to HWR Hydrogen. It provides another proof point that Plug Power is not just signing intent but moving equipment into the field in an emerging hydrogen trucking hub. This matters for customer references and real world performance data. At the same time, the COO resignation introduces another layer of execution sensitivity. Responsibility for scaling production, improving gross margins and managing liquidity now rests more heavily on the broader executive bench. This makes investors even more reliant on the depth of Plug Power's operating team to keep projects on schedule and costs under tighter control. Plug Power's current earnings are a loss of US$1.7b, and analysts project revenues of US$1.2b and earnings of US$137.5 million by 2029. This implies forecast annual revenue growth of 18.5% and an earnings swing of roughly US$1.84b from today's loss to the 2029 consensus profit. Uncover why Plug Power's fair value indicates a 79% potential upside to its current price, which could narrow quickly. Exploring other perspectives. One alternate view focuses less on execution wins and more on policy risk for Plug Power. The most cautious analysts were only penciling in about US$1.1b of revenue and roughly US$122.7 million of earnings by 2029 before this news. That creates a much more restrained story. You can compare that with the consensus and decide which version of Plug Power's future feels closer to your own expectations, knowing this New Zealand project and the COO exit could shift either script. Explore 3 other Plug Power fair value estimates, including one that suggests it could be worth just $3.55! Form your own verdict. Don't just follow the ticker. Dig into the data and build a conviction that's truly your own. * A great starting point for your Plug Power research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision. * See our latest analysis for Plug Power. The report includes a comprehensive fundamental analysis summarized in a single visual, the Snowflake, making it easy to evaluate Plug Power's overall financial health at a glance. Looking for more investment ideas beyond Plug Power? Once you have a view on Plug Power, it often helps to widen the lens and compare it with other opportunities that match your risk tolerance, income needs, or return goals. * If you want potential upside but still care about underlying quality, scan a curated set of 16 high quality undiscovered gems that combine solid fundamentals with lower market attention. * If capital preservation matters more to you than chasing every swing, focus on companies with steadier profiles using a 30 resilient stocks with low risk scores that filters for resilience first. * If balance sheet strength is your non negotiable starting point, build a watchlist from a list of solid balance sheet and fundamentals (24 results) and compare how those businesses stack up against Plug Power on financial footing. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. New: manage all your stock Portfolios in one place. - Connect an unlimited number of Portfolios and see your total in one currency - Be alerted to new Warning Signs or Risks via email or mobile - Track the Fair Value of your stocks Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]