Plug Power To Get A Big Boost From Inflation Reduction Act And $40B+ Microsoft Opportunity, Say Bullish Analysts
Plug Power To Get A Big Boost From Inflation Reduction Act And $40B+ Microsoft Opportunity, Say Bullish Analysts
Analysts are sizing up the second quarter financial results from Plug Power Inc (NASDAQ:PLUG) and the opportunity the company could have from the Inflation Reduction Act and a production tax credit.
分析師正在評估第二季度的財務業績，Plug Power公司(納斯達克：Plug)以及該公司可能從通脹降低法案和生產税收抵免中獲得的機會。
The Plug Power Analysts: BMO analyst Ameet Thakkar has a Market Perform rating and raises the price target from $20 to $29.
Plug Power分析師：蒙特利爾銀行分析師阿米特·塔卡爾擁有市場表現評級，並將目標價從20美元上調至29美元。
RBC analyst Joseph Spak has an Outperform rating and raises the price target from $18 to $29.
加拿大皇家銀行分析師約瑟夫·斯派克評級為跑贏大盤，並將目標價從18美元上調至29美元。
H.C. Wainwright analyst Amit Dayal has a Buy rating and a price target of $78.
H.C.Wainwright分析師阿米特·戴亞爾評級為買入，目標價為78美元。
Related Link: This Plug Power Analyst Hikes Price Target For Stock Following Q2 Results, Here's Why
相關鏈接：此Plug Power分析師在第二季度業績公佈後上調股票目標價，原因如下
The Analyst Takeaways: Thakkar said the second quarter earnings report saw the actual quarterly results take a back seat to discussion of what's next and the impact of the Inflation Reduction Act.
分析師的結論是：塔卡爾説，在第二季度的收益報告中，實際的季度業績被放在次要位置，而不是討論下一步是什麼以及通脹削減法案的影響。
"Greater clarity on how much of this upside flows to gross margins and operating income is what matters from here," Thakkar said.
Thakkar表示：“更清楚地表明，這些增長中有多少流入了毛利率和營業收入，這是從現在開始至關重要的。”
The analyst said Plug Power could be one of the biggest beneficiaries of the new legislation, leading to a price target increase.
這位分析師表示，Plug Power可能是新立法的最大受益者之一，導致目標價格上調。
"Plug may pass on some cost savings benefit to customers to drive greater adoption of hydrogen. This remains a key part of quantifying the upside of legislation in our view."
Plug可能會將一些成本節約的好處傳遞給客户，以推動更多地採用氫氣。在我們看來，這仍然是量化立法好處的關鍵部分。
The analyst assumes $5 in incremental value for Plug's current hydrogen production forecast for the next 10 years.
這位分析師假設Plug目前對未來10年的氫氣產量預測將增加5美元的價值。
Meanwhile, higher forecasted sales potential led to a price increase from Spak. The analyst points to the hydrogen production tax credit in the Inflation Reduction Act as being "very impactful" for Plug.
與此同時，更高的預測銷售潛力導致Spak提價。這位分析人士指出，通脹削減法案中的氫氣生產税收抵免對Plug來説“影響很大”。
"The impact could be much larger as it's a catalyst to accelerate growth of the green hydrogen industry and could positively impact growth of PLUG's product lines including electrolyzers and fuel cells."
影響可能會更大，因為它是加速綠色氫氣行業增長的催化劑，並可能對Plug的產品線(包括電解槽和燃料電池)的增長產生積極影響。
The analyst notes that Plug Power's move to transition to being a "turnkey" player in the hydrogen market gets a "large boost."
這位分析師指出，Plug Power轉型為氫氣市場的“交鑰匙”參與者的舉措得到了“巨大的提振”。
Spak said the new opportunities for Plug put earnings metrics forward by one to two years in forecasted models.
Spak表示，Plug的新機會將預測模型中的收益指標提前了一到兩年。
The passage of the Inflation Reduction Act is also highlighted by Dayal.
戴亞爾還強調了通脹削減法案的通過。
"We believe the PTC also makes green hydrogen economical compared to grey hydrogen in several markets, including industries like steel production," Dayal said.
戴亞爾説：“我們認為，在包括鋼鐵生產在內的幾個市場上，與灰氫相比，PTC還能讓綠色氫氣變得經濟。”
The analyst highlights a power demo unit it validated in July for Microsoft Corporation (NASDAQ:MSFT).
該分析師重點介紹了它在7月份驗證的一款電源演示單元微軟公司(納斯達克：MSFT)。
"We believe that this application could compete in markets currently using diesel powered back-up power, opening up a potential $40B-plus addressable market for Plug."
我們相信，這一應用將在目前使用柴油後備電源的市場上展開競爭，為Plug打開一個潛在的價值超過400億美元的潛在市場。
The analyst thinks Plug shares will get a "better appreciation from the market" with margin improvement and global growth opportunities.
這位分析師認為，隨着利潤率的提高和全球增長機會的增加，Plug股票將從市場獲得更好的升值。
PLUG Price Action: Plug shares are up 17% to $28.78 on Wednesday.
Plug價格操作：Plug股價週三上漲17%，至28.78美元。
譯文內容由第三人軟體翻譯。