Lub khw tsis zoo li txaus siab rau Plug lub zog (PLUG) tshiab kev lag luam tshiab. Shares coj tus escalator nqis tom qab lub tuam txhab rov hais dua nws cov nyiaj tau los 2022 kev taw qhia ntawm $ 900-925 lab.
Thaum cov tub ua lag luam yuav tau qhia lawv qhov kev poob siab lub tuam txhab tsis txhawb nws cov kev kwv yees, Oppenheimer's Colin Rusch pom ntau los txhawb nqa rooj plaub.
"Peb ntseeg tias PLUG qhov kev hloov kho tshiab tau qhia meej meej tias lub tuam txhab kev loj hlob," tus kws tshuaj ntsuam 5 lub hnub qub tau hais. "Nrog rau daim ntawv sib npaug uas tseem khav txog ~ $ 4.5B hauv nyiaj ntsuab, pab pawg tswj hwm muaj peev xwm, cov khoom siv tau zoo hauv kev ua haujlwm ntawm tes, thiab kev siv thev naus laus zis, peb ntseeg tias PLUG tab tom ua kom muaj peev xwm tiv thaiv lub sijhawm loj."
Rusch yog qhov txaus siab tshwj xeeb nrog qhov tsis ntev los no $ 30 lab tau los ntawm tus kws tshaj lij kev hloov pauv roj hluav taws xob Joule, uas los ntawm kev txuag nyiaj ntawm cov nqi hluav taws xob rau kev khiav hauj lwm ntawm nws cov hydrogen liquifiers, zoo li them rau nws tus kheej. Nws kuj nthuav qhia lub tuam txhab nrog lub sijhawm los tsim $ 250 lab hauv cov nyiaj tau los ntxiv rau lub sijhawm ntev.
Qhov tseeb, los ntawm thaum ntxov li 2023, PLUG cia siab tias "pipeline rau electrolyzer muaj peev xwm" kom dhau nws cov khoom siv kev lag luam. Nrog rau lub tuam txhab tsim los tsim 70 tons / hnub ntawm ntsuab hydrogen los ntawm lub xyoo kawg, nyob rau hauv-sourcing H2 procurement yog "cia siab tias yuav tsav ib kauj ruam-hloov nyob rau hauv fueling margins," uas Joule nrhiav tau ntxiv txhawb.
Tsis yog tias PLUG tau so ntawm nws cov laurels qhov twg cov khoom siv tseem ceeb tuav kev lag luam muaj kev txhawj xeeb. Lub tuam txhab txuas ntxiv txhim kho nws txoj kev lag luam tseem ceeb nrog kev taw qhia cov nyiaj tau los ntawm $ 600 lab rau FY22 factoring hauv peb cov neeg siv khoom tshiab "pedestal". Daim duab tsim lub hauv paus rau 2025 qhov kev pom ntawm $ 1 nphom hauv cov khoom siv nyiaj tau los, suav txog ~ 4.5% kev ua lag luam.
Zoo li lwm cov npe loj hlob, cov khoom lag luam tau pib nyuaj rau 2022 - cov khoom lag luam tau nqis 23% txog tam sim no - tab sis thaum Rusch lees paub tias "kev ntxhov siab rau cov npe loj hlob tseem nyob hauv kev lag luam," tus kws tshuaj ntsuam ntseeg tias PLUG yog "mus txuas ntxiv mus. de-risk nws txoj kev lag luam thaum tsav tsheb mus rau FCF ruaj khov. "
Rusch, yog li ntawd, nyob twj ywm "bullish," rov hais dua qhov Outperform (ie, Yuav) kev ntaus nqi thiab $ 63 tus nqi phiaj. Ntawm qhov ntsuas tam sim no, nws pom ~ 195% ib xyoos upside rau cov shares. (Saib xyuas Rusch cov ntaub ntawv, nias ntawm no)
Cov seem ntawm Txoj Kev xav li cas? Feem ntau yuav pom zoo. Raws li 12 Buys vs. 3 Tuav, cov khoom lag luam boasts qhov Kev Pom Zoo Pom Zoo. Mus los ntawm $ 47.8 tus nqi nruab nrab lub hom phiaj, shares yuav txaus siab los ntawm 107% xyoo tom ntej. (Saib PLUG Tshuag kwv yees ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau cov kev lag luam tawm ntawm cov khoom lag luam zoo saib, mus saib TipRanks 'Cov Khoom Zoo Tshaj Plaws los yuav, ib qho khoom siv tshiab tshaj tawm uas ua ke tag nrho ntawm TipRanks' kev nkag siab sib npaug.
Kev tsis lees paub: Cov lus pom hauv tsab xov xwm no tsuas yog cov ntawm tus kws tshuaj xyuas tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog qhov tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua ib qho peev txheej.
Tau qhov twg los: https://finance.yahoo.com/news/plug-power-stock-buy-now-230547818.html