Did the company update its guidance for the remainder of 2025, and if so, what are the new expectations?

Guidance Update? – No, not disclosed

The Plug Power Q2 2025 release highlights a 21 % YoY revenue jump and the rollout of the “Project Quantum Leap,” but it does not contain any explicit revision to the company’s 2025 outlook. Management only reiterated that the strong hydrogen demand and the new project are “advancing sales growth and financial performance,” without issuing new revenue, earnings‑per‑share (EPS) or cash‑flow targets for the balance of the year.

Trading implications

• Fundamentals: The 21 % revenue lift and the strategic “Quantum Leap” initiative suggest a solid growth trajectory, which could translate into incremental upside if the company sustains the momentum. However, without a formal guidance lift, the market will still price‑in the existing 2025 expectations.
• Technical view: PLUG has been trading in a tight range around its recent breakout level (≈ $30–$32). The Q2 beat has already nudged the price higher, but the lack of a guidance upgrade caps the upside on the short‑term. A break above $33 with volume could signal the start of a new rally, while a dip back below $28 may test the downside.
• Actionable stance: Consider a bullish‑biased, conditional entry—e.g., a 10 %‑15 % position at current levels with a stop just below the recent low (~$28). If the stock clears $33 on strong volume, add to the position; otherwise, stay on the sidelines until a formal guidance revision is announced later in the year.