Plug Power and Bloom Energy will benefit from a sustained turnaround in the hydrogen industry.

Plug Power is rated Hold as operational improvements are offset by severe cash burn and looming liquidity risks. Q1 2026 saw a 42 ppt YoY gross margin improvement and 22% revenue growth, but quarterly ...

I am upgrading Arqit Quantum Inc. from Sell to Buy after what I see as tangible proof of scale and a major tier-1 commercial deployment. ARQQ delivered 829% year-over-year revenue growth in H1 FY26, ...