Air Products Shares Decline Amid Ongoing Negotiations with Yara
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 08 2025
0mins
Should l Buy PLUG?
Source: Benzinga
Collaboration Overview: Air Products and Yara International are partnering to supply low-emission ammonia from projects in Louisiana and Saudi Arabia, with key decisions expected by 2026, focusing on European demand.
Louisiana Clean Energy Complex: Air Products is developing a facility in Louisiana to produce low-carbon hydrogen and capture CO2, with an estimated project cost of $8-9 billion and a completion target of 2030.
NEOM Green Hydrogen Project: The NEOM project in Saudi Arabia is nearing completion and aims to start commercial production in 2027, with Air Products set to purchase renewable ammonia.
Stock Performance: Air Products' shares have dropped 9.36% to $236.30, reflecting market reactions to the collaboration and ongoing projects.
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Analyst Views on PLUG
Wall Street analysts forecast PLUG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLUG is 2.46 USD with a low forecast of 0.75 USD and a high forecast of 7.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
4 Buy
8 Hold
3 Sell
Hold
Current: 1.960
Low
0.75
Averages
2.46
High
7.00
Current: 1.960
Low
0.75
Averages
2.46
High
7.00
About PLUG
Plug Power Inc. is engaged in offering end-to-end green hydrogen ecosystem, from production, storage, and delivery to energy generation, to help its customers meet their business goals. The Company develops commercially viable hydrogen and fuel cell product solutions. It provides electrolyzers that allow customers, such as refineries, producers of chemicals, steel, fertilizer and commercial refueling stations, to generate hydrogen on-site. It focuses on industrial mobility applications, including electric forklifts and electric industrial vehicles, at multi-shift high volume manufacturing and high throughput distribution sites and environmental benefits; stationary power systems that supports critical operations, such as data centers, microgrids and generation facilities, in either a backup power or continuous power role and replace batteries, diesel generators or the grid for telecommunication logistics, transportation, and utility customers; and production of hydrogen.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Plug Power Faces Financial Challenges in 2026
- Stock Volatility: Plug Power's stock surged from around $2 to over $4 late last year but has since fallen back to about $2, reflecting the company's volatility and the impact of market sentiment on its hydrogen fuel cell systems business.
- Economic Viability Issues: Despite the potential of hydrogen fuel cells in sectors like aviation, they remain economically uncompetitive compared to traditional fossil fuels, with experts predicting that cost competitiveness is years, if not decades, away, forcing Plug Power to rely on experimental projects and government subsidies to stay afloat.
- Need for Government Support: Future stock price increases for Plug Power will largely depend on government assistance, including subsidized loans, military contracts, or heavy taxes on competing fuels; without such support, sustaining stock prices in the short term will be challenging.
- Management Change: Plug Power is set to replace its CEO, with Jose Luis Crespo taking over from Andy Marsh, who has led the company since 2008 and oversaw a more than 90% decline in stock value during his tenure, a change that may impact the company's strategic direction going forward.
See More
Notice to Plug Power Shareholders Regarding Class Action
- Shareholder Action Notice: The Gross Law Firm has issued a notice to shareholders of Plug Power Inc., encouraging those who purchased PLUG shares between January 17, 2025, and November 13, 2025, to contact the firm for potential lead plaintiff appointment, indicating legal risks for the company.
- Allegations of False Statements: The lawsuit alleges that Plug Power made materially false and misleading statements during the class period, particularly regarding the availability of funds from the U.S. Department of Energy's loan program and the feasibility of constructing hydrogen production facilities, which may expose shareholders to losses.
- Registration Deadline: Shareholders must register by April 3, 2026, to participate in the class action; failure to register will prevent them from receiving potential compensation, underscoring the importance of timely action.
- Law Firm Background: The Gross Law Firm is a nationally recognized class action law firm committed to protecting investor rights and ensuring companies adhere to responsible business practices, highlighting its professionalism and dedication to safeguarding investor interests.
See More
Reminder for Plug Power Investors on Class Action Deadline
- Executive Changes Impact: On October 7, 2025, Plug Power announced the resignation of its CEO and President, resulting in a 6.3% drop in stock price to $3.87 per share, causing significant losses for investors.
- Monetization Plans: On November 10, 2025, the company revealed a nonbinding letter of intent to monetize its electricity rights in New York with a major U.S. data center developer, leading to a 3.4% decline in stock price to $2.53 per share.
- Hydrogen Facility Plans Suspended: On November 13, 2025, Plug Power confirmed the suspension of plans to construct six low-carbon hydrogen production facilities, causing a 17.6% drop in stock price over two days to $2.25 per share, further exacerbating investor losses.
- Class Action Context: The class action lawsuit alleges that the company failed to disclose material adverse facts about its business and prospects throughout the class period, with investors able to request lead plaintiff status by April 3, 2026, to recover losses.
See More
Plug Power Accused of Misleading Investors
- Lawsuit Background: Robbins LLP reminds investors of a class action filed on behalf of shareholders who purchased Plug Power (NASDAQ: PLUG) securities between January 17, 2025, and November 13, 2025, alleging the company failed to disclose critical information regarding the DOE loan, potentially leading to investor losses.
- Loan Guarantee Issues: On January 16, 2025, Plug Power announced a $1.66 billion loan guarantee from the U.S. DOE, claiming it would finance the construction of six zero or low-carbon hydrogen production facilities; however, the complaint alleges the company overstated the likelihood of fund availability, impacting investor decisions.
- Financial Results Impact: Following the financial report released on November 10, 2025, where Plug Power expected to generate over $275 million in liquidity and announced the suspension of DOE loan activities, the stock price fell by 3.39% in subsequent trading, reflecting market concerns about the company's outlook.
- Subsequent Stock Price Volatility: On November 13, 2025, reports confirmed Plug Power's suspension of plans to construct hydrogen production facilities, leading to a 17.58% drop in stock price over the next two trading sessions, indicating a significant decline in investor confidence regarding the company's future prospects.
See More
Reminder of Securities Fraud Class Action Against Plug Power Inc.
- Lawsuit Background: Plug Power Inc. (NASDAQ: PLUG) is facing a class action lawsuit alleging securities fraud, with plaintiffs claiming that the company and its executives made false statements regarding a Department of Energy loan and its ability to construct necessary hydrogen production facilities between January 17 and November 13, 2025, potentially leading to investor losses.
- Investor Action: Affected investors must file papers by April 3, 2026, to serve as lead plaintiff, although those who choose not to participate can still share in any recovery, highlighting the significant implications of the lawsuit for investor rights.
- Law Firm's Role: Bernstein Liebhard LLP, representing the plaintiffs, has recovered over $3.5 billion for clients since 1993, demonstrating its strong expertise and experience in securities litigation, which may enhance investor confidence in the lawsuit's outcome.
- Fee Structure: All representation in this lawsuit is on a contingency fee basis, meaning investors incur no fees or expenses, thereby reducing the financial burden on affected shareholders and encouraging more to take action.
See More
U.S. Stock Futures Rise as Jobless Claims Data Looms
- Jobless Claims Data: Investors are set to monitor the Initial Jobless Claims report due at 8:30 AM ET today to gauge the Fed's future rate direction, especially after Wednesday's jobs report indicated accelerated growth in January, although the 2025 data was revised down by nearly 900,000 jobs, potentially impacting market sentiment.
- Retail Trader Sentiment: Despite the uptick in futures, retail trader sentiment on Stocktwits remains cautious, with the SPDR S&P 500 ETF (SPY) showing a ‘bearish’ outlook and the Invesco QQQ Trust (QQQ) reflecting an ‘extremely bearish’ sentiment, indicating uncertainty about future market movements.
- Earnings Reports Watch: Companies such as Airbnb (ABNB), Applied Materials (AMAT), and Rivian (RIVN) are scheduled to report earnings after market close today, and investors will closely watch these reports for potential impacts on stock prices, particularly in the current economic climate.
- Economic Data Releases: In addition to jobless claims, existing home sales data for January will also be released today, and investor reactions to these economic indicators could influence the Fed's policy decisions, further affecting market trends.
See More
Plug Power Faces Financial Challenges in 2026
- Stock Volatility: Plug Power's stock surged from around $2 to over $4 late last year but has since fallen back to about $2, reflecting the company's volatility and the impact of market sentiment on its hydrogen fuel cell systems business.
- Economic Viability Issues: Despite the potential of hydrogen fuel cells in sectors like aviation, they remain economically uncompetitive compared to traditional fossil fuels, with experts predicting that cost competitiveness is years, if not decades, away, forcing Plug Power to rely on experimental projects and government subsidies to stay afloat.
- Need for Government Support: Future stock price increases for Plug Power will largely depend on government assistance, including subsidized loans, military contracts, or heavy taxes on competing fuels; without such support, sustaining stock prices in the short term will be challenging.
- Management Change: Plug Power is set to replace its CEO, with Jose Luis Crespo taking over from Andy Marsh, who has led the company since 2008 and oversaw a more than 90% decline in stock value during his tenure, a change that may impact the company's strategic direction going forward.
See More
Notice to Plug Power Shareholders Regarding Class Action
- Shareholder Action Notice: The Gross Law Firm has issued a notice to shareholders of Plug Power Inc., encouraging those who purchased PLUG shares between January 17, 2025, and November 13, 2025, to contact the firm for potential lead plaintiff appointment, indicating legal risks for the company.
- Allegations of False Statements: The lawsuit alleges that Plug Power made materially false and misleading statements during the class period, particularly regarding the availability of funds from the U.S. Department of Energy's loan program and the feasibility of constructing hydrogen production facilities, which may expose shareholders to losses.
- Registration Deadline: Shareholders must register by April 3, 2026, to participate in the class action; failure to register will prevent them from receiving potential compensation, underscoring the importance of timely action.
- Law Firm Background: The Gross Law Firm is a nationally recognized class action law firm committed to protecting investor rights and ensuring companies adhere to responsible business practices, highlighting its professionalism and dedication to safeguarding investor interests.
See More
Reminder for Plug Power Investors on Class Action Deadline
- Executive Changes Impact: On October 7, 2025, Plug Power announced the resignation of its CEO and President, resulting in a 6.3% drop in stock price to $3.87 per share, causing significant losses for investors.
- Monetization Plans: On November 10, 2025, the company revealed a nonbinding letter of intent to monetize its electricity rights in New York with a major U.S. data center developer, leading to a 3.4% decline in stock price to $2.53 per share.
- Hydrogen Facility Plans Suspended: On November 13, 2025, Plug Power confirmed the suspension of plans to construct six low-carbon hydrogen production facilities, causing a 17.6% drop in stock price over two days to $2.25 per share, further exacerbating investor losses.
- Class Action Context: The class action lawsuit alleges that the company failed to disclose material adverse facts about its business and prospects throughout the class period, with investors able to request lead plaintiff status by April 3, 2026, to recover losses.
See More
Plug Power Accused of Misleading Investors
- Lawsuit Background: Robbins LLP reminds investors of a class action filed on behalf of shareholders who purchased Plug Power (NASDAQ: PLUG) securities between January 17, 2025, and November 13, 2025, alleging the company failed to disclose critical information regarding the DOE loan, potentially leading to investor losses.
- Loan Guarantee Issues: On January 16, 2025, Plug Power announced a $1.66 billion loan guarantee from the U.S. DOE, claiming it would finance the construction of six zero or low-carbon hydrogen production facilities; however, the complaint alleges the company overstated the likelihood of fund availability, impacting investor decisions.
- Financial Results Impact: Following the financial report released on November 10, 2025, where Plug Power expected to generate over $275 million in liquidity and announced the suspension of DOE loan activities, the stock price fell by 3.39% in subsequent trading, reflecting market concerns about the company's outlook.
- Subsequent Stock Price Volatility: On November 13, 2025, reports confirmed Plug Power's suspension of plans to construct hydrogen production facilities, leading to a 17.58% drop in stock price over the next two trading sessions, indicating a significant decline in investor confidence regarding the company's future prospects.
See More
Reminder of Securities Fraud Class Action Against Plug Power Inc.
- Lawsuit Background: Plug Power Inc. (NASDAQ: PLUG) is facing a class action lawsuit alleging securities fraud, with plaintiffs claiming that the company and its executives made false statements regarding a Department of Energy loan and its ability to construct necessary hydrogen production facilities between January 17 and November 13, 2025, potentially leading to investor losses.
- Investor Action: Affected investors must file papers by April 3, 2026, to serve as lead plaintiff, although those who choose not to participate can still share in any recovery, highlighting the significant implications of the lawsuit for investor rights.
- Law Firm's Role: Bernstein Liebhard LLP, representing the plaintiffs, has recovered over $3.5 billion for clients since 1993, demonstrating its strong expertise and experience in securities litigation, which may enhance investor confidence in the lawsuit's outcome.
- Fee Structure: All representation in this lawsuit is on a contingency fee basis, meaning investors incur no fees or expenses, thereby reducing the financial burden on affected shareholders and encouraging more to take action.
See More
U.S. Stock Futures Rise as Jobless Claims Data Looms
- Jobless Claims Data: Investors are set to monitor the Initial Jobless Claims report due at 8:30 AM ET today to gauge the Fed's future rate direction, especially after Wednesday's jobs report indicated accelerated growth in January, although the 2025 data was revised down by nearly 900,000 jobs, potentially impacting market sentiment.
- Retail Trader Sentiment: Despite the uptick in futures, retail trader sentiment on Stocktwits remains cautious, with the SPDR S&P 500 ETF (SPY) showing a ‘bearish’ outlook and the Invesco QQQ Trust (QQQ) reflecting an ‘extremely bearish’ sentiment, indicating uncertainty about future market movements.
- Earnings Reports Watch: Companies such as Airbnb (ABNB), Applied Materials (AMAT), and Rivian (RIVN) are scheduled to report earnings after market close today, and investors will closely watch these reports for potential impacts on stock prices, particularly in the current economic climate.
- Economic Data Releases: In addition to jobless claims, existing home sales data for January will also be released today, and investor reactions to these economic indicators could influence the Fed's policy decisions, further affecting market trends.
See More
