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.
分析师正在评估第二季度的财务业绩，Plug Power公司(纳斯达克：Plug)以及该公司可能从通胀降低法案和生产税收抵免中获得的机会。
The Plug Power Analysts: BMO analyst Ameet Thakkar has a Market Perform rating and raises the price target from $20 to $29.
Plug Power分析师：蒙特利尔银行分析师阿米特·塔卡尔拥有市场表现评级，并将目标价从20美元上调至29美元。
RBC analyst Joseph Spak has an Outperform rating and raises the price target from $18 to $29.
加拿大皇家银行分析师约瑟夫·斯派克评级为跑赢大盘，并将目标价从18美元上调至29美元。
H.C. Wainwright analyst Amit Dayal has a Buy rating and a price target of $78.
H.C.Wainwright分析师阿米特·戴亚尔评级为买入，目标价为78美元。
Related Link: This Plug Power Analyst Hikes Price Target For Stock Following Q2 Results, Here's Why
相关链接：此Plug Power分析师在第二季度业绩公布后上调股票目标价，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.
分析师的结论是：塔卡尔说，在第二季度的收益报告中，实际的季度业绩被放在次要位置，而不是讨论下一步是什么以及通胀削减法案的影响。
"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，这些增长中有多少流入了毛利率和营业收入，这是从现在开始至关重要的。”
The analyst said Plug Power could be one of the biggest beneficiaries of the new legislation, leading to a price target increase.
这位分析师表示，Plug Power可能是新立法的最大受益者之一，导致目标价格上调。
"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可能会将一些成本节约的好处传递给客户，以推动更多地采用氢气。在我们看来，这仍然是量化立法好处的关键部分。
The analyst assumes $5 in incremental value for Plug's current hydrogen production forecast for the next 10 years.
这位分析师假设Plug目前对未来10年的氢气产量预测将增加5美元的价值。
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.
与此同时，更高的预测销售潜力导致Spak提价。这位分析人士指出，通胀削减法案中的氢气生产税收抵免对Plug来说“影响很大”。
"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."
影响可能会更大，因为它是加速绿色氢气行业增长的催化剂，并可能对Plug的产品线(包括电解槽和燃料电池)的增长产生积极影响。
The analyst notes that Plug Power's move to transition to being a "turnkey" player in the hydrogen market gets a "large boost."
这位分析师指出，Plug Power转型为氢气市场的“交钥匙”参与者的举措得到了“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的新机会将预测模型中的收益指标提前了一到两年。
The passage of the Inflation Reduction Act is also highlighted by Dayal.
戴亚尔还强调了通胀削减法案的通过。
"We believe the PTC also makes green hydrogen economical compared to grey hydrogen in several markets, including industries like steel production," Dayal said.
戴亚尔说：“我们认为，在包括钢铁生产在内的几个市场上，与灰氢相比，PTC还能让绿色氢气变得经济。”
The analyst highlights a power demo unit it validated in July for Microsoft Corporation (NASDAQ:MSFT).
该分析师重点介绍了它在7月份验证的一款电源演示单元微软公司(纳斯达克：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."
我们相信，这一应用将在目前使用柴油后备电源的市场上展开竞争，为Plug打开一个潜在的价值超过400亿美元的潜在市场。
The analyst thinks Plug shares will get a "better appreciation from the market" with margin improvement and global growth opportunities.
这位分析师认为，随着利润率的提高和全球增长机会的增加，Plug股票将从市场获得更好的升值。
PLUG Price Action: Plug shares are up 17% to $28.78 on Wednesday.
Plug价格操作：Plug股价周三上涨17%，至28.78美元。
译文内容由第三方软件翻译。