Predictions
Plug Power Inc.
Start price
Target price
Perf. (%)
€9.70
12.06.23
12.06.23
€9.00
12.06.24
12.06.24
-66.71%
15.05.24
15.05.24
Fair valuation
Sustainability is important
EBIT growth >5% per year expected
Very low/no dividend yield expected
Plug Power Inc.
Start price
Target price
Perf. (%)
€2.71
14.05.24
14.05.24
€3.00
14.05.25
14.05.25
25.85%
15.05.24
15.05.24
Good rating
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Plug Power Inc.
Start price
Target price
Perf. (%)
€2.36
13.05.24
13.05.24
€2.00
13.05.25
13.05.25
14.74%
14.05.24
14.05.24
Good rating
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Plug Power Inc.
Start price
Target price
Perf. (%)
€2.28
27.04.24
27.04.24
€2.00
27.04.25
27.04.25
3.55%
13.05.24
13.05.24
Good rating
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Plug Power Inc.
Start price
Target price
Perf. (%)
€2.91
08.04.24
08.04.24
€3.00
08.04.25
08.04.25
-21.66%
27.04.24
27.04.24
Good rating
Revenue growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Plug Power Inc.
Start price
Target price
Perf. (%)
€2.49
23.04.24
23.04.24
€3.00
23.04.25
23.04.25
-8.41%
27.04.24
27.04.24
Good rating
Growths much faster than the competition
Leading role in innovation
Very good company culture
TPI Composites Inc
Start price
Target price
Perf. (%)
€11.32
05.04.23
05.04.23
€20.07
05.04.24
05.04.24
-77.83%
06.04.24
06.04.24
First Solar Inc.
Start price
Target price
Perf. (%)
€198.32
03.04.23
03.04.23
€184.02
03.04.24
03.04.24
-22.36%
04.04.24
04.04.24
First Solar Inc.
Start price
Target price
Perf. (%)
€255.05
22.03.24
22.03.24
-
-
22.03.24
22.03.24
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
TPI Composites Inc
Start price
Target price
Perf. (%)
€11.66
16.03.23
16.03.23
€20.80
16.03.24
16.03.24
-78.43%
17.03.24
17.03.24
Plug Power Inc.
Start price
Target price
Perf. (%)
€14.20
16.05.22
16.05.22
-
16.05.25
16.05.25
-73.94%
11.03.24
11.03.24
Could be worthwhile Investment >10% per year
Plug Power Inc.
Start price
Target price
Perf. (%)
€3.59
17.02.24
17.02.24
€4.00
17.02.25
17.02.25
3.06%
09.03.24
09.03.24
Good rating
Revenue growth > 30% per year expected
Higher EBIT margin than peer group
Fair valuation
First Solar Inc.
Start price
Target price
Perf. (%)
€182.98
01.03.23
01.03.23
€243.57
01.03.24
01.03.24
-20.63%
02.03.24
02.03.24
Plug Power Inc.
Start price
Target price
Perf. (%)
€11.56
20.07.23
20.07.23
€12.00
20.07.24
20.07.24
-68.94%
17.02.24
17.02.24
Good rating
Revenue growth > 30% per year expected
Higher EBIT margin than peer group
Fair valuation
Plug Power Inc.
Start price
Target price
Perf. (%)
€14.76
23.01.23
23.01.23
€20.00
23.01.24
23.01.24
-76.13%
24.01.24
24.01.24
Innovative
Some uniques
Very differentiated customer and product portfolio
Risky balance sheet
Enphase Energy Inc.
Start price
Target price
Perf. (%)
€107.02
10.01.24
10.01.24
€123.00
10.01.25
10.01.25
-6.41%
15.01.24
15.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Plug Power Inc.
Start price
Target price
Perf. (%)
€15.38
13.01.23
13.01.23
-
13.01.24
13.01.24
-79.45%
14.01.24
14.01.24
Could be worthwhile Investment >10% per year
Enphase Energy Inc.
Start price
Target price
Perf. (%)
€121.60
20.12.23
20.12.23
€123.00
20.12.24
20.12.24
-11.99%
10.01.24
10.01.24
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Plug Power Inc.
Start price
Target price
Perf. (%)
€16.20
17.11.22
17.11.22
€25.00
17.11.23
17.11.23
-77.54%
18.11.23
18.11.23
Small cyclical dependencies
Known brand
Capable Management
Top 10 in its market
Plug Power Inc.
Start price
Target price
Perf. (%)
€9.70
13.06.23
13.06.23
€17.00
31.10.23
31.10.23
-45.00%
31.10.23
31.10.23
Market Leader or Top 3
Very Future proof/growth oriented business model