에 대한 최신 뉴스 Plug Power (NASDAQ:PLUG) 주식

Plug Power

Plug Power is building an end-to-end green hydrogen ecosystem-from production, storage, and delivery to energy generation. The company plans to build and operate green hydrogen highways across North America and Europe. Plug will deliver its green hydrogen solutions directly to its customers and through joint venture partners into multiple end markets, including material handling, e-mobility, power generation, and industrial applications.

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PLUG

플러그 파워(NASDAQ:PLUG)의 주식은 월요일 12% 이상 급등했다. 이러한 주가 상승은 수소 산업과 특히 이 회사가 미국 재무부가 인플레이션 감축법의 45V 생산세액 공제에 대한 최종 가이드를 발표할 날을 기다리고 있는 가운데 발생했다. 

수소 세금 혜택 결정을 기다리는 플러그 파워 주식이 월요일 12% 급등: 어떤 것이 걸려 있나

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EVGO

지속 가능한 투자가 2025년으로 향하는 엇갈린 신호에 직면함에 따라 일부 주식은 ESG 촉매제의 혜택을 받을 수 있는 좋은 위치에 있다. 2024년에 광범위한 지속가능 펀드가 시장 대비 저조한 성과를 보였지만, 녹색 성장 트렌드를 활용하는 주식에는 여전히 기회가 존재한다.

플러그 파워와 EV고는 JP모건의 2025년 지속 가능한 최고 투자 종목 중 하나

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벤징가는 지난주 많은 투자자들이 선호하는 주식들의 전망을 조사한 결과를 바탕으로, 다음과  같이 주요 뉴스 몇 가지를 요약했다. 주요 지수들이 트럼프의 당선 이후 상승세를 이어가고 있었으나, 지난주에는 상승세가 둔화되었다. S&amp;P 500은 2.1%, 나스닥은 3.2%, 다우는 1.2% 하락했다.

벤징가 불스 앤 베어스: 테슬라, 디즈니, 스피릿 항공, 플러그 파워, 금 그리고 비트코인

Plug Power Inc

U.S. stocks were higher, with the Dow Jones index gaining over 300 points on Friday.
Shares of Mission Produce, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVO#NASDAQ">AVO</a>) rose sharply during today's session after the company reported <a href="https://www.benzinga.com/news/earnings/24/12/42605747/mission-produce-shares-grow-after-strong-q4-results-details">better-than-expected fourth-quarter sales results.</a>
Mission Produce reported quarterly earnings of 28 cents per share and quarterly revenue of $354.4 million, which beat the analyst consensus estimate of $220.4 million.
Mission Produce shares jumped 22.3% to $15.07 on Friday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Humacyte, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HUMA#NASDAQ">HUMA</a>) shares jumped 55.2% to $5.37 after the company announced FDA approval for SYMVESS for treating extremity vascular injuries. HC Wainwright &amp; Co. raised its price target on the stock from $12 to $15.</li>
<li>Personalis, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PSNL#NASDAQ">PSNL</a>) gained 32% to $6.94 after the company and Moderna recently announced a multi-year extension to continue utilizing the Personalis ImmunoID NeXT platform and technology for V940/mRNA-4157. The company also announced an investment from Merck.</li>
<li>Enovix Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENVX#NASDAQ">ENVX</a>) gained 22% to $9.80 as the company shipped first EX-2M samples to mobile phone customers.</li>
<li>Clearwater Paper Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLW#NYSE">CLW</a>) surged 21.2% to $29.96.</li>
<li>Rigetti Computing, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) gained 20.2% to $8.99.</li>
<li>Quantum Computing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>) gained 20% to $18.17. In an exchange filing dated December 20, Quantum Computing has registered up to 8.96 million shares for resale by selling stockholders.</li>
<li>BlackBerry Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BB#NYSE">BB</a>) surged 20% to $3.58 as the company posted upbeat quarterly earnings.</li>
<li>IonQ, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>) gained 15.5% to $ 43.63. Craig-Hallum analyst Richard Shannon maintained IonQ with a Buy and raised the price target from $22 to $45.</li>
<li>Sirius XM Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SIRI#NASDAQ">SIRI</a>) rose 10% to $22.59. Warren Buffett acquired 4.96 million Sirius XM shares at an average price of $21.60.</li>
<li>Plug Power Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) gained 9.7% to $2.5248.</li>
<li>Lucid Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) rose 9% to $2.8650.</li>
<li>Rivian Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) gained 6.6% to $13.93.</li>
<li>Occidental Petroleum Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXY#NYSE">OXY</a>) gained 4.7% to $47.47 after Berkshire Hathaway increased its stake in the company.</li>
<li>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) rose 2.1% to $133.38. The European Commission on Thursday announced it approved the proposed acquisition of Run:ai Labs by NVIDIA.</li>
</ul>
Now Read This: 
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<li><a href="https://www.benzinga.com/24/12/42616304/top-3-risk-off-stocks-that-may-collapse-this-month">Top 3 Risk Off Stocks That May Collapse This Month</a></li>
</ul>

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HUMA

IONQ

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NVDA

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Mission Produce, Nvidia, Humacyte, BlackBerry And Other Big Stocks Moving Higher On Friday

<a href="https://www.benzinga.com/topic/hydrogen">The hydrogen industry</a>, and Plug Power Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) in particular, is holding its breath as the Treasury inches closer to releasing its final guidance on the Inflation Reduction Act's 45V Production Tax Credit. 
JPMorgan analyst Bill Peterson highlights that while clarity on this $3/kg credit could lift a year-long overhang on PLUG's stock, restrictive guidelines might stifle the company's U.S. growth plans.
<h2 class="wp-block-heading">The Stakes: Cost Pressures, International Focus</h2>
With the final guidance expected to address key issues like additionality, time matching, and regionality requirements, Peterson notes that Plug Power's pipeline of green hydrogen plants, particularly in Georgia and Texas, could face significant cost pressures if the current framework holds. 
The company has warned that overly stringent regulations could force it to redirect its focus to international markets like Europe and Australia, where hydrogen policy frameworks are more accommodating.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41986341/what-is-plug-powers-future-analysts-warn-of-cash-crunch-and-slow-hydrogen-market-growth">What Is Plug Power&#8217;s Future? Analysts Warn Of Cash Crunch And Slow Hydrogen Market Growth</a>
<h2 class="wp-block-heading">Optimism For Leniency In Final Guidelines</h2>
Peterson sees some reason for optimism as lawmakers and industry leaders continue to push for leniency in the final guidelines. 
Suggestions include easing hourly matching requirements, qualifying nuclear and hydropower as clean energy sources, and grandfathering early-stage projects.
<h2 class="wp-block-heading">What It Means For Plug Power's Growth</h2>
Favorable revisions could spark growth in Plug Power&#8217;s U.S.-based electrolyzer business, though meaningful acceleration may only materialize after 2026 due to permitting and project timelines.
While the 45V credit is seen as vital for making green hydrogen cost-competitive with its grey and blue counterparts, the guidance&#8217;s final form could dramatically impact the industry's trajectory—and Plug Power's stock reaction may likely be just as dramatic.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/42250648/plug-power-evgo-among-jpmorgans-top-sustainable-picks-for-2025">Plug Power, EVgo Among JPMorgan&#8217;s Top Sustainable Picks For 2025</a></li>
</ul>
Photo: Shutterstock

Plug Power Awaits Hydrogen Tax Credit Decision: What's At Stake

<a href="https://hntrbrk.com/plug-power-failure-part-ii-is-plug-the-next-solyndra-accounting-analysis-reveals-dwindling-cash-collapse-of-margins-and-unprofitable-fuel-deliveries-indicating-company-may-not-be-able-to-pay-back/" title="https://hntrbrk.com/plug-power-failure-part-ii-is-plug-the-next-solyndra-accounting-analysis-reveals-dwindling-cash-collapse-of-margins-and-unprofitable-fuel-deliveries-indicating-company-may-not-be-able-to-pay-back/">https://hntrbrk.com/plug-power-failure-part-ii-is-plug-the-next-solyndra-accounting-analysis-reveals-dwindling-cash-collapse-of-margins-and-unprofitable-fuel-deliveries-indicating-company-may-not-be-able-to-pay-back/</a>

Short Sellers

Watching Plug Power; Hunterbrook Issues Part II To Earlier Report

<a href="https://hntrbrk.com/" title="https://hntrbrk.com/">https://hntrbrk.com/</a>

Watching Plug Power; Hunterbrook Issues Report On The Co Titled "Plug Power Failure Part I: Critical DOE Loan at Risk Due To False Water Data, Cash Crunch, And Stalled Expansions As Hostile Trump Administration Looms"

As sustainable investing faces mixed signals heading into 2025, select stocks are well-positioned to <a href="https://www.benzinga.com/topic/esg">benefit from ESG</a> catalysts. 
While broader sustainable funds underperformed the market in 2024, opportunities still exist in stocks that are tapping into green growth trends. 
JPMorgan analysts say these stocks are poised to benefit from macro tailwinds as sustainable investing continues to evolve.
<h2 class="wp-block-heading">Electric Vehicles, Charging Networks: EVgo Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVGO#NASDAQ">EVGO</a>)</h2>
According to JPMorgan, the electric vehicle (EV) boom is far from over, and EVgo stands to capitalize on it. As the adoption of EVs continues to rise, EVgo's charging network is set to see more traffic, driving revenue growth. With an expanding customer base and supportive government policies pushing for increased charging infrastructure, EVgo is poised for solid growth in 2025.
JPMorgan analysts are bullish on the stock, and with the EV sector gaining momentum, EVgo is expected to be one of the top ESG picks.
<h2 class="wp-block-heading">Green Energy and Hydrogen: Plug Power Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>)</h2>
Plug Power is another key player in the clean energy sector. The company's focus on hydrogen fuel cells positions it well for a significant revenue inflection in 2025, especially with the anticipated finalization of the IRA 45V production tax credit guidance. This could unlock stalled projects, particularly electrolyzers, that would drive higher revenue growth. 
According to JPMorgan, Plug Power's strategic positioning in green energy solutions, combined with potential tax incentives, makes it an exciting pick for ESG-focused investors looking to benefit from the green transition.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41744222/plug-powers-20-billion-revenue-ambition-faces-obstacles-analyst-says">Plug Power&#8217;s $20 Billion Revenue Ambition Faces Obstacles, Analyst Says</a>
<h2 class="wp-block-heading">Building Materials &amp; Green Construction: TopBuild Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLD#NYSE">BLD</a>)</h2>
The building materials sector is seeing a shift toward sustainability, and TopBuild is set to benefit. New U.S. Department of Housing and Urban Development (HUD) regulations coming into effect in 2025 will require single-family and low-rise multi-family homes to meet stricter energy efficiency standards. TopBuild, as a distributor and installer of insulation, is well-positioned to benefit from these changes. 
JPMorgan analysts note that with green building demand on the rise, TopBuild's exposure to sustainable construction trends offers solid long-term growth potential.
<h2 class="wp-block-heading">Recycled Materials &amp; Eco-Friendly Products: The AZEK Co Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZEK#NYSE">AZEK</a>)</h2>
AZEK is making moves in the building products sector with a focus on sustainability. The company's increased use of recycled PVC and PE materials in its products aligns with the growing demand for eco-friendly construction materials. With green building trends on the rise, AZEK's commitment to sustainability positions it to gain market share in 2025 and beyond. 
JPMorgan highlights AZEK as a solid choice for investors looking to tap into the demand for green building solutions.
<h2 class="wp-block-heading">Green Hydrogen: Air Products &amp; Chemicals Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APD#NYSE">APD</a>)</h2>
For investors seeking exposure to large-scale green energy projects, Air Products &amp; Chemicals is one to watch. The company is involved in several high-profile green hydrogen initiatives, including the NEOM project in Saudi Arabia and a blue hydrogen facility in Louisiana. With demand for clean hydrogen expected to surge in the coming years, APD's ability to scale its projects and secure long-term contracts could drive substantial earnings growth. 
JPMorgan analysts believe that while there may be short-term volatility, APD is poised for strong long-term performance in the ESG space.
<h2 class="wp-block-heading">ESG Catalysts Ahead In 2025</h2>
While sustainable funds struggled in 2024, several key stocks are primed to benefit from macro trends in 2025, according to JPMorgan.
From EV charging networks to green hydrogen and eco-friendly construction, these stocks are tapping into growth areas with strong ESG catalysts. 
As long as performance continues to drive these sectors forward, JPMorgan analysts believe ESG-focused investors have much to look forward to in the year ahead.
Read Next: 
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<li><a href="https://www.benzinga.com/government/regulations/24/11/41926301/sustainable-investment-under-trump-performance-matters-far-more-than-politics-jpmorgan-analyst-says">Sustainable Investment Under Trump: &#8216;Performance Matters Far More Than Politics,&#8217; JPMorgan Analyst Says</a></li>
</ul>
Photo: Shutterstock

Plug Power, EVgo Among JPMorgan's Top Sustainable Picks For 2025

Renewable energy stocks present a buying opportunity despite recent electoral headwinds, according to UBS analysts, while Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk continues to <a href="https://www.benzinga.com/news/24/09/41059891/elon-musk-says-because-almost-none-of-you-do-your-math-sums-the-world-is-largely-not-using-the-big-f">advocate solar power&#8217;s future dominance</a>.
What Happened: UBS analysts on Thursday elevated U.S. and EU renewables to their top-ranking stock theme, citing an attractive entry point following steep post-election losses, <a href="https://markets.businessinsider.com/news/stocks/renewable-energy-stocks-election-trump-power-demand-data-centers-ubs-2024-11">reported</a> Business Insider. 
The announcement comes as clean energy shares have tumbled, with companies like Plug Power Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) and Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) down over 24% since President-elect Donald Trump&#8216;s victory.
&#8220;The environment of an unrelenting power demand shock puts just about every source of power generation in a solid position to capitalize,&#8221; UBS analysts wrote, pointing to surging power needs from artificial intelligence data centers and corporate sustainability goals.
The analysts remain optimistic despite Trump&#8217;s expected scaling back of President Joe Biden-era clean energy initiatives. They argue that companies could &#8220;grandfather&#8221; existing subsidies and that state-level emission goals will sustain industry growth. 
See Also: <a href="https://www.benzinga.com/news/global/24/11/42129914/jim-cramer-doubles-down-on-nvidia-demand-is-accelerating-as-ai-customers-have-no-choice-but-to-buy-its-chips">Jim Cramer Doubles Down On Nvidia: &#8216;Demand Is Accelerating&#8217; As AI Customers &#8216;Have No Choice&#8217; But To Buy Its Chips</a>
This view comes as Trump, <a href="https://www.benzinga.com/news/global/24/11/41927289/trump-appoints-elon-musk-and-vivek-ramaswamy-to-lead-doge-targeting-bureaucracy-and-65-trillion-federal-spending-we-will-not-go-gently">who has appointed Musk</a> and Vivek Ramaswamy to co-lead his new Department of Government Efficiency named after cryptocurrency Dogecoin, advocates for increased drilling.
Musk, despite his new role in the incoming Trump administration, has historically remained bullish on renewable energy. &#8220;Once you understand Kardashev Scale, it becomes utterly obvious that essentially all energy generation will be solar,&#8221; he posted on X. He noted that a single square mile receives <a href="https://www.benzinga.com/news/24/09/41059891/elon-musk-says-because-almost-none-of-you-do-your-math-sums-the-world-is-largely-not-using-the-big-f">approximately 2.5 gigawatts of solar energy</a>.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Once you understand Kardashev Scale, it becomes utterly obvious that essentially all energy generation will be solar. Also, just do the math on solar on Earth and you soon figure out that a relatively small corner of Texas or New Mexico can easily serve all US electricity.
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1839439841337225277?ref_src=twsrc%5Etfw">September 26, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
UBS recommends several stocks poised for gains, including NextEra Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>) and Generac Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GNRC#NYSE">GNRC</a>) in the U.S., along with European players like Iberdrola (OTC:<a class="ticker" href="https://www.benzinga.com/stock/IBDRY#OTC">IBDRY</a>), Siemens Energy (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SMEGF#OTC">SMEGF</a>), and Orsted (OTC:<a class="ticker" href="https://www.benzinga.com/stock/DOGEF#OTC">DOGEF</a>). The analysts cite historical precedent, noting that solar installations grew 50% during Trump&#8217;s previous term.
The renewable sector&#8217;s growth potential is further supported by expanding applications, including Musk&#8217;s recent suggestion that SpaceX&#8217;s Starlink satellite network could integrate <a href="https://www.benzinga.com/news/24/10/41648885/spacex-ceo-elon-musk-agrees-that-starlink-could-combine-hardware-with-solar-panels-and-batteries">solar panels and batteries into its hardware offering</a>.
While Trump&#8217;s &#8220;drill baby, drill&#8221; <a href="https://www.benzinga.com/news/24/09/40703958/trumps-drill-baby-drill-pledge-may-not-deliver-promised-energy-price-cuts-experts-warn">stance has rattled markets</a>, UBS maintains that investor concerns about the sector&#8217;s future may be &#8220;overdone,&#8221; as corporate and state-level commitments to clean energy persist alongside growing power demands from emerging technologies.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/42127938/bitcoin-analyst-warns-of-4-6-flash-crashes-before-year-end-as-it-inches-closer-to-100k-thats-the-moment-altcoins-shoot-off">Bitcoin Analyst Warns Of &#8216;4-6 Flash Crashes&#8217; Before Year-End As It Inches Closer To $100K: That&#8217;s The Moment Altcoins &#8216;Shoot Off&#8217;</a></li>
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Photo via Unsplash
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

DOGEF

ENPH

GNRC

IBDRY

SMEGF

As Trump Backs 'Drill Baby, Drill,' His DOGE Co-Lead Elon Musk Believes 'All Energy Generation Will Be Solar' — Here's What UBS Recommends After Election Dip

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>UBER</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/29/24</td>
<td>$65.00</td>
<td>$71.0K</td>
<td>905</td>
<td>3.3K</td>
</tr>
<tr>
<td>DAL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/29/24</td>
<td>$57.00</td>
<td>$25.7K</td>
<td>151</td>
<td>3.0K</td>
</tr>
<tr>
<td>VRT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$160.00</td>
<td>$182.5K</td>
<td>858</td>
<td>2.5K</td>
</tr>
<tr>
<td>ZIM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>11/29/24</td>
<td>$26.00</td>
<td>$48.7K</td>
<td>240</td>
<td>1.0K</td>
</tr>
<tr>
<td>BA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/29/24</td>
<td>$145.00</td>
<td>$40.7K</td>
<td>1.0K</td>
<td>922</td>
</tr>
<tr>
<td>ACHR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$4.00</td>
<td>$31.5K</td>
<td>7.4K</td>
<td>368</td>
</tr>
<tr>
<td>SMR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$12.50</td>
<td>$27.8K</td>
<td>26.9K</td>
<td>248</td>
</tr>
<tr>
<td>PLUG</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$3.00</td>
<td>$30.0K</td>
<td>2.2K</td>
<td>200</td>
</tr>
<tr>
<td>BE</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$11.00</td>
<td>$44.2K</td>
<td>2.4K</td>
<td>193</td>
</tr>
<tr>
<td>GEO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$27.00</td>
<td>$38.4K</td>
<td>718</td>
<td>104</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding UBER (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), we observe a put option sweep with bullish sentiment. It expires in 11 day(s) on November 29, 2024. Parties traded 1612 contract(s) at a $65.00 strike. This particular put needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $71.0K, with a price of $44.0 per contract. There were 905 open contracts at this strike prior to today, and today 3342 contract(s) were bought and sold. 
• Regarding DAL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), we observe a put option sweep with bullish sentiment. It expires in 11 day(s) on November 29, 2024. Parties traded 802 contract(s) at a $57.00 strike. This particular put needed to be split into 34 different trades to become filled. The total cost received by the writing party (or parties) was $25.7K, with a price of $32.0 per contract. There were 151 open contracts at this strike prior to today, and today 3019 contract(s) were bought and sold. 
• Regarding VRT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>), we observe a call option trade with bearish sentiment. It expires in 32 day(s) on December 20, 2024. Parties traded 2500 contract(s) at a $160.00 strike. The total cost received by the writing party (or parties) was $182.5K, with a price of $73.0 per contract. There were 858 open contracts at this strike prior to today, and today 2507 contract(s) were bought and sold. 
• Regarding ZIM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZIM#NYSE">ZIM</a>), we observe a put option trade with bearish sentiment. It expires in 11 day(s) on November 29, 2024. Parties traded 250 contract(s) at a $26.00 strike. The total cost received by the writing party (or parties) was $48.7K, with a price of $195.0 per contract. There were 240 open contracts at this strike prior to today, and today 1040 contract(s) were bought and sold. 
• For BA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), we notice a call option sweep that happens to be bearish, expiring in 11 day(s) on November 29, 2024. This event was a transfer of 163 contract(s) at a $145.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $40.7K, with a price of $250.0 per contract. There were 1035 open contracts at this strike prior to today, and today 922 contract(s) were bought and sold. 
• Regarding ACHR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>), we observe a call option trade with bearish sentiment. It expires in 150 day(s) on April 17, 2025. Parties traded 300 contract(s) at a $4.00 strike. The total cost received by the writing party (or parties) was $31.5K, with a price of $105.0 per contract. There were 7413 open contracts at this strike prior to today, and today 368 contract(s) were bought and sold. 
• Regarding SMR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>), we observe a call option sweep with bearish sentiment. It expires in 60 day(s) on January 17, 2025. Parties traded 20 contract(s) at a $12.50 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $27.8K, with a price of $1390.0 per contract. There were 26998 open contracts at this strike prior to today, and today 248 contract(s) were bought and sold. 
• For PLUG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>), we notice a put option trade that happens to be bullish, expiring in 424 day(s) on January 16, 2026. This event was a transfer of 200 contract(s) at a $3.00 strike. The total cost received by the writing party (or parties) was $30.0K, with a price of $150.0 per contract. There were 2211 open contracts at this strike prior to today, and today 200 contract(s) were bought and sold. 
• For BE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BE#NYSE">BE</a>), we notice a call option sweep that happens to be bearish, expiring in 60 day(s) on January 17, 2025. This event was a transfer of 33 contract(s) at a $11.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $44.2K, with a price of $1340.0 per contract. There were 2472 open contracts at this strike prior to today, and today 193 contract(s) were bought and sold. 
• For GEO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEO#NYSE">GEO</a>), we notice a call option sweep that happens to be bullish, expiring in 424 day(s) on January 16, 2026. This event was a transfer of 48 contract(s) at a $27.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $38.4K, with a price of $800.0 per contract. There were 718 open contracts at this strike prior to today, and today 104 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ACHR

UBER

10 Industrials Stocks Whale Activity In Today's Session

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Needham boosted the price target for Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) from $290 to $375. Needham analyst John Todaro maintained a Buy rating. Coinbase shares closed at $305.85 on Friday. <a href="https://www.benzinga.com/quote/COIN/analyst-ratings">See how other analysts view this stock.</a></li>
<li>HC Wainwright &amp; Co. boosted the price target for Syndax Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNDX#NASDAQ">SNDX</a>) from $49 to $51. HC Wainwright &amp; Co. analyst Edward White maintained a Buy rating. Syndax Pharmaceuticals shares closed at $15.83 on Friday. <a href="https://www.benzinga.com/quote/SNDX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley cut Hyatt Hotels Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/H#NYSE">H</a>) price target from $160 to $153. Morgan Stanley analyst Stephen Grambling maintained an Equal-Weight rating. Hyatt shares settled at $152.94 on Friday. <a href="https://www.benzinga.com/quote/H/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HC Wainwright &amp; Co. cut Plug Power Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) price target from $18 to $5. HC Wainwright &amp; Co. analyst Amit Dayal maintained a Buy rating. Plug Power shares closed at $1.87 on Friday. <a href="https://www.benzinga.com/quote/PLUG/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Needham boosted Bel Fuse Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BELFB#NASDAQ">BELFB</a>) price target from $79 to $95. Needham analyst James Ricchiuti maintained a Buy rating. Bel Fuse shares closed at $74.56 on Friday.  <a href="https://www.benzinga.com/quote/BELFB/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird boosted Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) price target from $70 to $90. Baird analyst Vikram Kesavabhotla upgraded the stock from Neutral to Outperform. Roku shares closed at $68.87 on Friday. <a href="https://www.benzinga.com/quote/ROKU/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird boosted the price target for Autodesk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADSK#NASDAQ">ADSK</a>) from $305 to $330. Baird analyst Joe Vruwink maintained an Outperform rating. Autodesk shares settled at $299.15 on Friday. <a href="https://www.benzinga.com/quote/ADSK/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Keefe, Bruyette &amp; Woods boosted MBIA Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MBI#NYSE">MBI</a>) price target from $6.5 to $9. Keefe, Bruyette &amp; Woods analyst Thomas McJoynt-Griffith upgraded the stock from Market Perform to Outperform. MBIA shares closed at $6.03 on Friday. <a href="https://www.benzinga.com/quote/MBI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities cut the price target for PepGen Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEPG#NASDAQ">PEPG</a>) from $10 to $6. B of A Securities analyst Tazeen Ahmad maintained a Neutral rating. PepGen shares closed at $4.12 on Friday. <a href="https://www.benzinga.com/quote/PEPG/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Keefe, Bruyette &amp; Woods boosted Assured Guaranty Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGO#NYSE">AGO</a>) price target from $92 to $105. Keefe, Bruyette &amp; Woods analyst Thomas McJoynt-Griffith maintained an Outperform rating. Assured Guaranty shares closed at $91.02 on Friday. <a href="https://www.benzinga.com/quote/AGO/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying ROKU stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="561" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18082358/image-184-1024x561.png" alt="" class="wp-image-652910" style="width:601px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18082358/image-184-1024x561.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18082358/image-184-300x164.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18082358/image-184-768x421.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18082358/image-184.png 1206w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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</ul>

Price Target

Pre-Market Outlook

ADSK

BELFB

COIN

PEPG

ROKU

SNDX

Roku To Rally Around 31%? Here Are 10 Top Analyst Forecasts For Monday

HC Wainwright &amp; Co. analyst Amit Dayal maintains Plug Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) with a Buy and lowers the price target from $18 to $5.

HC Wainwright & Co. Maintains Buy on Plug Power, Lowers Price Target to $5

Benzinga examined the prospects for<a href="http://www.benzinga.com/trading-ideas"> many investors&#8217; favorite stocks</a> over the last week — here&#8217;s a look at some of our top stories.
The major indexes, which had been climbing following Trump&#8217;s election victory, lost momentum this week, with the S&amp;P 500 down 2.1%, the Nasdaq dropping 3.2%, and the Dow shedding 1.2%. 
October consumer inflation matched expectations, but producer inflation exceeded forecasts, sparking concerns about the sustainability of disinflation as the year closes. 
Investor sentiment weakened further after Federal Reserve Chair Jerome Powell made unexpectedly hawkish comments, emphasizing the Fed&#8217;s cautious approach and lack of urgency to reduce interest rates. As a result, market expectations for a December rate cut have significantly decreased, leaving traders uncertain <a href="https://www.benzinga.com/etfs/24/11/42018463/trumps-post-election-rally-fades-dollar-surges-to-over-1-year-highs-powell-puts-december-interest-rate-cut-into-question-this-week-in-the-market">about the Fed's next steps.</a>
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week&#8217;s most bullish and bearish posts that are worth another look.
<h3 class="wp-block-heading">The Bulls</h3>
&#8220;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41988194/trump-plans-to-erase-ev-tax-credit-analyst-says-its-net-bullish-calls-sell-off-wrong-knee-jerk-reaction">Trump Plans To Erase EV Tax Credit: Tesla Analyst Says It&#8217;s &#8216;Net Bullish,&#8217; Calls Sell-Off &#8216;Wrong Knee-Jerk Reaction&#8217;</a>,&#8221; by <a href="https://www.benzinga.com/author/adam-eckert">Adam Eckert</a>, discusses Donald Trump&#8217;s plan to end the $7,500 EV tax credit, which initially caused a sell-off in Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) shares. However, Wedbush analyst Dan Ives sees it as a &#8220;net bullish&#8221; move for Tesla long-term, with minimal impact due to the company's strong market position.
&#8220;<a href="https://www.benzinga.com/markets/cryptocurrency/24/11/41897397/bitcoin-to-peak-between-100k-150k-solana-to-top-600-this-cycle-say-hedge-funds-vcs">Bitcoin To Peak Between $100K-150K, Solana To Top $600 This Cycle, Say Hedge Funds, VCs</a>,&#8221; by <a href="https://www.benzinga.com/author/aniket-verma">Aniket Verma</a> reveals predictions from venture capital and hedge fund managers that Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) could peak at $150,000 and Solana (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/sol/usd">SOL</a>) at $600 this bull cycle, reflecting tempered optimism amid recent market volatility.
&#8220;<a href="https://www.benzinga.com/general/sports/24/11/42015289/disney-q4-report-had-a-lot-to-like-analyst-calls-it-a-high-quality-profit-growth-performer">Disney Q4 Earnings Show &#8216;A Lot To Like&#8217;: Analyst Calls It &#8216;High-Quality&#8217; Profit Growth Performer</a>,&#8221; by <a href="https://www.benzinga.com/author/chris-katje">Chris Katje</a>, highlights The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) exceeding Q4 direct-to-consumer profit estimates and unveiling multi-year guidance, prompting analysts like Guggenheim&#8217;s Michael Morris to raise price targets, citing double-digit EPS growth expected by 2026.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/analyst-ratings/price-target/24/11/41884655/bank-of-america-predicts-positive-stock-re-rating-for-wells-fargo-after-asset-cap-removal">Bank Of America Predicts Positive Stock Re-Rating For Wells Fargo After Asset Cap Removal</a>
<a href="https://www.benzinga.com/24/11/41890600/anthony-scaramucci-optimistic-of-a-us-strategic-bitcoin-reserve-trumps-victory-accelerated-the-cycle">Anthony Scaramucci Optimistic On US Strategic Bitcoin Reserve: &#8216;Trump&#8217;s Victory Accelerated The Cycle&#8217;</a>
<a href="https://www.benzinga.com/news/earnings/24/11/41991912/sam-altman-backed-oklo-reports-q3-earnings-momentum-is-building-every-week">Sam Altman-Backed Oklo Reports Q3 Earnings: &#8216;Momentum Is Building Every Week&#8217;</a>
The Bears
&#8220;<a href="https://www.benzinga.com/24/11/41932146/spirit-airlines-shares-plunge-nearly-63-after-hours-as-it-delays-q3-results-mulls-equity-cancellation">Spirit Airlines Nears Bankruptcy, Creditors May Approve Equity &#8216;Cancellation:&#8217; Here&#8217;s What It Means For Investors As Shares Fall With A Thud</a>,&#8221; by <a href="https://www.benzinga.com/author/rishabhmishra-benzinga-com">Rishabh Mishra</a>, details Spirit Airlines Inc.&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAVE#NYSE">SAVE</a>) 63% share plunge after delaying Q3 earnings and entering restructuring talks, potentially canceling existing equity. 
&#8220;<a href="https://www.benzinga.com/etfs/specialty-etfs/24/11/41888750/gold-etf-hit-with-1-billion-outflow-investors-dump-safe-haven-asset-after-trump-win">Gold ETF Hit With $1 Billion Outflow: Investors Dump Safe Haven Asset After Trump Win</a>,&#8221; by <a href="https://www.benzinga.com/author/piero-cingari">Piero Cingari</a>, highlights a $1 billion outflow from SPDR Gold Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>) as investors shift from gold, citing expectations of a stronger dollar and economic growth under Donald Trump&#8217;s re-election, while Bitcoin gains popularity as &#8220;digital gold.&#8221;
&#8220;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41986341/what-is-plug-powers-future-analysts-warn-of-cash-crunch-and-slow-hydrogen-market-growth">What Is Plug Power&#8217;s Future? Analysts Warn Of Cash Crunch And Slow Hydrogen Market Growth</a>,&#8221; by <a href="https://www.benzinga.com/author/lekha-gupta">Lekha Gupta</a>, highlights concerns over Plug Power Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) high cash burn and weak Q3 results, with analysts forecasting revenue below estimates for 2024 and 2025, despite potential DOE loan support and European hydrogen project backing.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/media/24/11/41941228/att-data-breach-exposes-50-billion-records-hackers-identified-ransom-paid">AT&amp;T Data Breach Exposes 50 Billion Records: Hackers Identified, Ransom Paid</a>
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41880110/solar-renewables-stocks-crash-after-trump-win-should-you-buy-now-at-cheap-valuations">Solar, Renewables Stocks Crash After Trump Win: Should You Buy Now At Cheap Valuations?</a>
<a href="https://www.benzinga.com/trading-ideas/movers/24/11/41902202/trumps-china-hawks-rumored-for-top-roles-yuan-hits-3-month-low">Chinese Currency Hits 3-Month Low: Trump&#8217;s Anti-China Cabinet Appointments Rattle Investors</a>
Keep up with all the latest breaking news and trading ideas by following<a href="https://twitter.com/Benzinga"> Benzinga</a><a href="http://twitter.com/Benzinga"> on Twitter</a>.
Image created using artificial intelligence via Midjourney.

$SOL

Benzinga Bulls And Bears: Tesla, Disney, Gold — And Hedge Funds Project Bitcoin To Hit $100K-$150K

Canaccord Genuity analyst George Gianarikas maintains Plug Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) with a Hold and lowers the price target from $2.25 to $2.

Canaccord Genuity Maintains Hold on Plug Power, Lowers Price Target to $2

Analysts revised the price target or estimates on Plug Power, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) after the company reported weak<a target="_blank" href="https://www.benzinga.com//node/41941424" rel="noreferrer noopener"> third-quarter results and provided FY25 guidance.</a>
On Wednesday, Plug provided its financial outlook for 2025, projecting revenue between $850 million and $950 million (street view: $1.185 billion).&nbsp;
Looking further ahead, the company aims for a target revenue of <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">approximately $3.75 billion by 2030</a>.
Also this week, Plug Power reported third-quarter revenue of $173.73 million, which missed the consensus of $210.23 million and EPS loss of 25 cents, missed<a target="_blank" href="https://www.benzinga.com/news/earnings/24/11/41912702/plug-power-stock-slides-on-q3-earnings-revenue-miss-eps-miss-soft-guidance-and-more" rel="noreferrer noopener"> estimate for a loss of 24 cents</a>.
The company expects its full-year 2024 revenue outlook&nbsp;of $700 million and $800 million&nbsp;versus estimates of $823.46 million.
Piper Sandler analyst Kashy Harrison cut the price target to $1.40 from $1.60 while maintaining an Underweight rating.
The analyst writes that Plug&#8217;s results missed expectations but weren&#8217;t as weak as anticipated. While cash burn improved year-over-year, it remains high, requiring continued capital raises despite potential DOE loan support for Texas CapEx (annualized OCF: -$700 million).
The rationale for U.S. grid-tied green hydrogen projects is unclear due to power shortages, though European development may benefit from government support, adds the analyst.
Thus, the analyst estimates fourth-quarter revenues at $193 million, below the Street&#8217;s $280 million estimate.
JP Morgan analyst Bill Peterson maintained a Neutral rating on the stock.
The analyst writes that he found the more cautiously optimistic tone refreshing, with an acknowledgment that the broader hydrogen industry is likely to see gradual growth in the near- to mid-term.
Plug&#8217;s goals to achieve EBITDA-positive in second half of FY26 and profitability by 2028 still suggest the need for additional capital raises—estimated at $1 billion—despite the DOE loan, given the company&#8217;s fragile cash position, adds the analyst.
The analyst says that if the company executes well in 2025, it could pave the way for a stronger 2026 and growth in the latter part of the decade, contingent on factors like the DOE loan closure and final 45V guidance.
Morgan Stanley analyst Andrew S Percoco reaffirmed an Underweight rating with a price target of $1.75.
The analyst maintains a cautious outlook on green hydrogen, which presents ongoing risks to the company&#8217;s long-term growth and margins.
Percoco estimates that PLUG will need to issue an additional $500 million in equity through the first half of FY25 to cover its near-term cash burn, with DOE funding expected to start in the second quarter of 2025.
Roth analyst Craig Irwin reiterated the Buy rating and a price target of $5.00, with a 2025 revenue estimate of $900 million. This reflects the successful generation of Green Hydrogen PTC in Georgia and the improving visibility of gross margin gains in second half of FY25.
PLUG&#8217;s shares may experience increased volatility due to the high valuation on 2025 estimates, with company-specific and industry catalysts potentially causing significant shifts in long-term hydrogen economy projections, adds the analyst.
With a Perform rating, Oppenheimer analysts write that they view Plug&#8217;s commentary on green ammonia pricing as positive for electrolyzer demand and see the cryogenic business benefiting from LNG growth.
The analyst says that they are encouraged by PLUG&#8217;s focus on operational efficiencies, given its cash position, and notes investors are seeking greater consistency in its financial performance.
Truist Securities analyst Jordan Levy maintained a Hold rating with a price target of $2. The analyst writes that the updated targets suggest a more grounded reset of expectations.
It appears PLUG is shifting from a pattern of overpromising and underdelivering, acknowledging the slower-than-anticipated hydrogen market growth and tighter capital environment, adds the analyst.
Investors can gain exposure to the stock via&nbsp;Global X Hydrogen ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HYDR#NASDAQ">HYDR</a>).
Price Action: PLUG shares are down 3.30% at $1.905 at the last check Thursday.
Photo via Shutterstock
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<li><a href="https://www.benzinga.com/government/regulations/24/11/41926301/sustainable-investment-under-trump-performance-matters-far-more-than-politics-jpmorgan-analyst-says" target="_blank" rel="noreferrer noopener">Sustainable Investment Under Trump: &#8216;Performance Matters Far More Than Politics,&#8217; JPMorgan Analyst Says</a></li>
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Mid Cap

Reiteration

HYDR

What Is Plug Power's Future? Analysts Warn Of Cash Crunch And Slow Hydrogen Market Growth

Craig-Hallum analyst Eric Stine maintains Plug Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) with a Buy and lowers the price target from $4 to $3.

Craig-Hallum Maintains Buy on Plug Power, Lowers Price Target to $3

Wells Fargo analyst Michael Blum maintains Plug Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) with a Equal-Weight and lowers the price target from $3 to $2.

Wells Fargo Maintains Equal-Weight on Plug Power, Lowers Price Target to $2

Piper Sandler analyst Kashy Harrison maintains Plug Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) with a Underweight and lowers the price target from $1.6 to $1.4.

Piper Sandler Maintains Underweight on Plug Power, Lowers Price Target to $1.4

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e302b95430dee0001c8926a/jim-sanderson">Northcoast Research analyst Jim Sanderson</a> downgraded the rating for Jack in the Box Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JACK#NASDAQ">JACK</a>) from Buy to Neutral. Jack In The Box shares closed at $45.08 on Wednesday. See how other analysts view this stock.</li>
<li>Keybanc analyst Jackson Ader downgraded the rating for Zeta Global Holdings Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZETA#NYSE">ZETA</a>) from Overweight to Sector Weight. Zeta Global shares closed at $17.76 on Wednesday. <a href="https://www.benzinga.com/quote/ZETA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Evercore ISI Group analyst Thomas Gallagher downgraded Jackson Financial Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JXN#NYSE">JXN</a>) from In-Line to Underperform but raised the price target from $74 to $95. Jackson Finl shares closed at $108.20 on Wednesday. See how other analysts view this stock.</li>
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5804a545846faa000106aa10/gregory-lewis">BTIG analyst Gregory Lewis</a> downgraded the rating for Plug Power Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) from Buy to Neutral. Plug Power shares closed at $1.97 on Wednesday. <a href="https://www.benzinga.com/quote/PLUG/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Keybanc analyst Eric Gonzalez downgraded Papa John&#8217;s International, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PZZA#NASDAQ">PZZA</a>) from Overweight to Sector Weight. Papa John&#8217;s shares closed at $50.79 on Wednesday. <a href="https://www.benzinga.com/quote/PZZA/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying PZZA stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="530" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14080159/image-153-1024x530.png" alt="" class="wp-image-647844" style="width:456px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14080159/image-153-1024x530.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14080159/image-153-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14080159/image-153-768x397.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14080159/image-153.png 1231w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
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<li><a href="https://www.benzinga.com/news/earnings/24/11/41962884/us-stocks-settle-mixed-following-inflation-data-investor-sentiment-improves-but-fear-index-remains-in-greed-zone">US Stocks Settle Mixed Following Inflation Data: Investor Sentiment Improves, But Fear Index Remains In &#8216;Greed&#8217; Zone</a></li>
</ul>

Downgrades

JACK

PZZA

ZETA

This Papa John's Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday

Providing a diverse range of perspectives from bullish to bearish, 4 analysts have published ratings on Plug Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) in the last three months.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for Plug Power, presenting an average target of $6.56, a high estimate of $18.00, and a low estimate of $2.00. A negative shift in sentiment is evident as analysts have decreased the average price target by 5.2%. 
<img src="https://www.benzinga.com/files/images/story/2024/1731585659_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Plug Power. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>James West</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$4.00</td>
<td>$5.00</td>
</tr>
<tr>
<td>George Gianarikas</td>
<td>Canaccord Genuity</td>
<td>Lowers</td>
<td>Hold</td>
<td>$2.25</td>
<td>$2.50</td>
</tr>
<tr>
<td>Amit Dayal</td>
<td>HC Wainwright &amp; Co.</td>
<td>Maintains</td>
<td>Buy</td>
<td>$18.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Dushyant Ailani</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$2.00</td>
<td>$2.20</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Plug Power. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Plug Power compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Plug Power's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Plug Power's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/PLUG/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Plug Power analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap">you can start by tracking it here</a>.
<h2>About Plug Power</h2>
Plug Power is building an end-to-end green hydrogen ecosystem-from production, storage, and delivery to energy generation. The company plans to build and operate green hydrogen highways across North America and Europe. Plug will deliver its green hydrogen solutions directly to its customers and through joint venture partners into multiple end markets, including material handling, e-mobility, power generation, and industrial applications.
<h3>Plug Power's Economic Impact: An Analysis</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Challenges: Plug Power's revenue growth over 3 months faced difficulties. As of 30 June, 2024, the company experienced a decline of approximately -44.9%. This indicates a decrease in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: Plug Power's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of -183.0%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): Plug Power's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of -8.87%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -5.45%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: Plug Power's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.31.
<h2>How Are Analyst Ratings Determined?</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Decoding 4 Analyst Evaluations For Plug Power

BTIG analyst Gregory Lewis downgrades Plug Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) from Buy to Neutral.

BTIG Downgrades Plug Power to Neutral

Evercore ISI Group analyst James West maintains Plug Power (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) with a Outperform and lowers the price target from $5 to $4.

Evercore ISI Group Maintains Outperform on Plug Power, Lowers Price Target to $4

Plug Power, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) shares are trading higher in the morning session on Wednesday.
Plug has provided its financial outlook for 2025, projecting revenue between $850 million and $950 million (street view: $1.185 billion) and a <a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/g41934738/plug-power-hosts-2024-plug-symposium" rel="noreferrer noopener">gross margin of -20% to -5%.</a> Looking further ahead, the company aims for a target revenue of approximately $3.75 billion by 2030 and a target gross margin of over 30%.
Yesterday, in a<a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/g41896399/plug-power-announces-key-strategic-milestones-and-continued-margin-improvement-in-third-quarter-20" rel="noreferrer noopener"> press release</a>, the company lowered its full-year 2024 revenue outlook&nbsp;to be between $700 million and $800 million <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">versus estimates of $823.46 million.</a>
Of the significant milestones this year, Plug expanded its hydrogen production by commissioning a 15 TPD plant in Georgia and upgrading a 10 TPD facility in Tennessee. The company also achieved record electrolyzer deployments, including a 100 MW system for Galp across five continents.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/24/11/41912702/plug-power-stock-slides-on-q3-earnings-revenue-miss-eps-miss-soft-guidance-and-more" rel="noreferrer noopener">Plug Power Stock Slides On Q3 Earnings: Revenue Miss, EPS Miss, Soft Guidance And More</a>
Plug delivered its first liquid green hydrogen supplies to major customers like Walmart Inc., Amazon.com, Inc., and Home Depot, Inc., and launched stationary power sites across the U.S.
The company introduced next-gen PEM electrolyzers and a mobile refueler to support rapid hydrogen deployment for fleet vehicles. Additionally, Plug formed strategic global partnerships with BP, Iberdrola, and Allied Green Ammonia to expand hydrogen infrastructure.
Going ahead, Plug said it aims for a compound annual growth rate (CAGR) of around 30% for its Energy and Applications businesses from 2025 to 2030.
The company also appointed Sanjay Shrestha as its new President. Shrestha was formerly the company&#8217;s Chief Strategy Officer and General Manager, Energy Solutions. Andy Marsh will retain the position of CEO.
Meanwhile, Plug is hosting its sixth annual Plug Symposium at the Company&#8217;s Vista headquarters and manufacturing facility in Slingerlands. This event features presentations from CEO Andy Marsh and other top executives.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, PLUG stock has lost over 44% in the past year. Investors can gain exposure to the stock via Global X Hydrogen ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HYDR#NASDAQ">HYDR</a>).
Price Action: PLUG shares are trading higher by 6% to $2.025 at last check Wednesday.
Photo via Shutterstock

General

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Plug Power stock is falling on Thursday as a new report suggests the company may fail to secure an essential loan.

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BLDP

CLNE

FCEL

GPRE

Press Releases

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Plug Power Collaborates with Carreras Grupo Logístico for Implementation of a Complete Green Hydrogen Ecosystem

Contracts

Plug and Allied Green Execute Binding Framework Agreement for 3 GW Electrolyzer Capacity

ACHR, BPTH, PLUG, REGRF:

Earnings

Plug to Announce 2024 Third Quarter Results

PLUG TO BROADCAST 2024 PLUG SYMPOSIUM ON NOVEMBER 13, 2024

Plug Power Announces Key Strategic Milestones and Continued Margin Improvement in Third Quarter 2024

Plug Power Hosts 2024 Plug Symposium

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플러그 파워(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>)의 주식은 월요일 12% 이상 급등했다. 이러한 주가 상승은 <a href="https://www.benzinga.com/topic/hydrogen">수소 산업</a>과 특히 이 회사가 미국 재무부가 인플레이션 감축법의 45V 생산세액 공제에 대한 최종 가이드를 발표할 날을 기다리고 있는 가운데 발생했다.
JP모건의 애널리스트 빌 피터슨(Bill Peterson)은 이 $3/kg 세액 공제에 대한 명확성이 PLUG 주식에 대한 1년간의 오버행을 해소할 수 있는 반면, 제한적인 가이드라인은 이 회사의 미국 성장 계획을 저해할 수 있다고 강조한다.
<h2 class="wp-block-heading">위험성: 비용 압박과 국제적 초점</h2>
최종 가이드라인이 추가성, 시간 일치 및 지역성 요구 사항과 같은 주요 문제를 다룰 것으로 예상되는 가운데, 피터슨은 플러그 파워의 그린 수소 플랜트 파이프라인, 특히 조지아와 텍사스에서 상당한 비용 압박를 받을 수 있다고 언급한다.
이 회사는 지나치게 엄격한 규제가 국제 시장, 즉 수소 정책 프레임워크가 더 수용적인 유럽과 호주로 초점을 돌리게 만들 수 있다고 경고했다.
참고: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41986341/what-is-plug-powers-future-analysts-warn-of-cash-crunch-and-slow-hydrogen-market-growth">플러그 파워의 미래는? 애널리스트들은 현금 부족과 느린 수소 시장 성장 경고</a>
<h2 class="wp-block-heading">최종 가이드라인에서의 관대함에 대한 낙관론</h2>
피터슨은 법안과 산업 리더들이 최종 가이드라인에서의 관대함을 계속해서 촉구하고 있기 때문에 다소 긍정적으로 보고 있다.
제안된 변화로는 시간 일치 요구 사항 완화, 원자력 및 수력 발전을 청정 에너지원으로 인정하는 것, 초기 단계 프로젝트의 승인 등이 포함된다.
<h2 class="wp-block-heading">플러그 파워의 성장에 대한 의미</h2>
유리한 개정은 플러그 파워의 미국 기반 전해조 사업의 성장을 촉발할 수 있지만, 허가 및 프로젝트 일정 때문에 의미 있는 가속화는 2026년 이후에나 나타날 수 있다.
45V 세액 공제가 그린 수소를 회색 및 파란색 수소와 가격 경쟁력을 갖추는 데 필수적인 것으로 간주되는 반면, 가이드라인의 최종 형태는 산업의 경로에 극적으로 영향을 미칠 수 있으며, 플러그 파워의 주가 반응도 극적으로 나타날 가능성이 높다.
주가 움직임: 플러그 파월의 주식은 월요일 12.18% 급등한 2.67달러에 마감되었다.
다음 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ED%94%8C%EB%9F%AC%EA%B7%B8-%ED%8C%8C%EC%9B%8C%EC%99%80-ev%EA%B3%A0%EB%8A%94-jp%EB%AA%A8%EA%B1%B4%EC%9D%98-2025%EB%85%84-%EC%A7%80%EC%86%8D-%EA%B0%80%EB%8A%A5%ED%95%9C-%EC%B5%9C%EA%B3%A0-%ED%88%AC/" target="_blank" rel="noopener">플러그 파워, EV고는 JP모건의 2025년 최고의 지속 가능한 선택 중 하나</a></li>
</ul>
사진 출처: Shutterstock
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

지속 가능한 투자가 2025년으로 향하는 엇갈린 신호에 직면함에 따라 일부 주식은 <a href="https://www.benzinga.com/topic/esg" target="_blank" rel="noopener" data-google-interstitial="false">ESG 촉매제의 혜택</a>을 받을 수 있는 좋은 위치에 있다.
2024년에 광범위한 지속가능 펀드가 시장 대비 저조한 성과를 보였지만, 녹색 성장 트렌드를 활용하는 주식에는 여전히 기회가 존재한다.
JP모건의 애널리스트들은 지속 가능한 투자가 계속 발전함에 따라 이들 주식이 거시적 순풍으로부터 이익을 얻을 준비가 되어 있다고 말했다.
<h2 class="wp-block-heading">전기차 및 충전 네트워크: EV고 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVGO#NASDAQ">EVGO</a>)</h2>
JP모건에 따르면 전기차(EV) 붐은 아직 끝나지 않았으며, EV고는 이를 활용할 수 있는 위치에 있다. 전기차의 채택이 계속 증가함에 따라 EV고의 충전 네트워크는 더 많은 트래픽을 보게 되어 매출 성장이 촉진된다. 고객 기반의 확장과 충전 인프라 확대를 위한 정부 정책의 지원으로 인해 EV고는 2025년에 견고한 성장을 할 준비가 되어 있다.
JP모건의 애널리스트들은 주식에 대해 긍정적이며, 전기차 부문이 모멘텀을 얻으면서 EV고가 최고의 ESG 선택 중 하나가 될 것으로 예상하고 있다.
<h2 class="wp-block-heading">청정 에너지 및 수소: 플러그 파워 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>)</h2>
플러그 파워는 청정 에너지 분야의 또 다른 주요 플레이어이다. 이 회사의 수소 연료 전지에 대한 집중은 2025년 중대한 매출 반등을 위한 좋은 위치를 제공한다. 특히 IRA 45V 생산세액공제 가이드라인의 최종화가 예상됨에 따라, 지연된 프로젝트, 특히 전해조가 재개될 수 있어 매출 성장이 증가할 것이다.
JP모건에 따르면, 플러그 파워의 전략적 위치와 잠재적 세금 인센티브는 녹색 전환의 혜택을 누리려는 ESG 중심 투자자들에게 흥미로운 선택으로 만든다.
추가 읽기: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41744222/plug-powers-20-billion-revenue-ambition-faces-obstacles-analyst-says">플러그 파워의 200억 달러 매출 야망이 장애물에 직면했다고 애널리스트가 말했다</a>
<h2 class="wp-block-heading">건축 자재 및 친환경 건설: 탑빌드 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLD#NYSE">BLD</a>)</h2>
건축 자재 분야는 지속 가능성을 향한 변화가 일어나고 있으며, 탑빌드는 이로부터 혜택을 볼 준비가 되어 있다. 2025년부터 시행될 새로운 미국 주택도시개발부(HUD) 규정은 단독주택과 저층 다세대 주택이 더 엄격한 에너지 효율 기준을 충족해야 한다. 탑빌드는 단열재의 유통 및 설치업체로서 이러한 변화로부터 혜택을 볼 수 있는 좋은 위치에 있다.
JP모건의 애널리스트들은 친환경 건축 수요가 증가함에 따라 탑빌드의 지속 가능한 건설 트렌드에 대한 노출이 장기적인 성장 잠재력을 제공한다고 언급한다.
<h2 class="wp-block-heading">재활용 자재 및 친환경 제품: 더 아젝 컴퍼니 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZEK#NYSE">AZEK</a>)</h2>
아젝은 건축 자재 분야에서 지속 가능성에 중점을 두고 움직이고 있다. 이 회사가 제품에 재활용 PVC 및 PE 재료의 사용을 확대하는 것은 친환경 건축 자재에 대한 수요 증가와 일치한다. 친환경 건축 트렌드가 상승함에 따라 아젝의 지속 가능성에 대한 약속은 2025년 이후로 시장 점유율을 확보할 수 있는 위치에 있다.
JP모건은 아젝을 친환경 건축 솔루션에 대한 수요를 활용하고자 하는 투자자들에게 확실한 선택으로 강조한다.
<h2 class="wp-block-heading">녹색 수소: 에어 프로덕츠 앤 케미컬스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APD#NYSE">APD</a>)</h2>
대규모 녹색 에너지 프로젝트에 대한 노출을 원하는 투자자라면 에어 프로덕츠 앤 케미컬스을 주목해야 한다. 이 회사는 사우디 아라비아의 네옴(NEOM) 프로젝트와 루이지애나의 블루 수소 시설을 포함한 여러 고프로필 그 수소 이니셔티브에 참여하고 있다. 향후 청정 수소에 대한 수요가 급증할 것으로 예상됨에 따라 APD의 프로젝트 확장 능력과 장기 계약 확보 능력은 상당한 수익 성장으로 이어질 수 있다.
JP모건의 애널리스트들은 단기적인 변동성이 있을 수 있지만, APD는 ESG 분야에서 강력한 장기 성과를 위한 준비가 되어 있다고 믿고 있다.
<h2 class="wp-block-heading">2025년 ESG 촉매제 전망</h2>
지속 가능한 펀드가 2024년에 어려움을 겪은 반면, 몇 가지 주요 주식들은 2025년의 매크로 트렌드로부터 혜택을 받을 준비가 되어 있다고 JP모건이 밝혔다.
전기차 충전 네트워크에서 녹색 수소 및 친환경 건설에 이르기까지, 이러한 주식들은 강력한 ESG 촉매제가 있는 성장 분야에 진입하고 있다.
성능이 이러한 부문을 앞으로 나아가게 하는 한, JP모건의 애널리스트들은 ESG 중심 투자자들이 다가오는 해에 기대할 것이 많다고 믿고 있다.

다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/government/regulations/24/11/41926301/sustainable-investment-under-trump-performance-matters-far-more-than-politics-jpmorgan-analyst-says">트럼프 하의 지속 가능한 투자: &#8216;성과가 정치보다 훨씬 중요하다&#8217; &#8211; JP모건 애널리스트</a></li>
</ul>
사진: Shutterstock

벤징가는 지난주 <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noopener" data-google-interstitial="false">많은 투자자들이 선호하는 주식들</a>의 전망을 조사한 결과를 바탕으로, 다음과  같이 주요 뉴스 몇 가지를 요약했다.
주요 지수들이 트럼프의 당선 이후 상승세를 이어가고 있었으나, 지난주에는 상승세가 둔화되었다. S&amp;P 500은 2.1%, 나스닥은 3.2%, 다우는 1.2% 하락했다.
10월 소비자 물가 상승률은 예상과 일치했지만, 생산자 물가 상승률은 예상을 초과하여 연말이 다가오면서 물가 안정 지속 가능성에 대한 우려를 불러일으켰다.
연방준비제도(연준) 의장 제롬 파월이 예상치 못한 매파적 발언을 하여 금리 인하에 대한 긴급성이 없음을 강조한 후, 투자자 심리가 더욱 악화되었다. 이로 인해 12월 금리 인하에 대한 시장 기대가 크게 줄어들어 트레이더들에게는 <a href="https://www.benzinga.com/etfs/24/11/42018463/trumps-post-election-rally-fades-dollar-surges-to-over-1-year-highs-powell-puts-december-interest-rate-cut-into-question-this-week-in-the-market" target="_blank" rel="noopener" data-google-interstitial="false">연준의 다음 조치</a>에 대해 불확실해졌다.
벤징가는 투자자들이 가장 선호하는 주식들에 대한 일일 보고서를 제공한다. 지난주 가장 긍정적이고 부정적인 포스트 몇 가지를 다시 살펴보겠다.
강세 의견들
<a href="https://www.benzinga.com/author/adam-eckert" target="_blank" rel="noopener" data-google-interstitial="false">Adam Eckert</a>의 &#8220;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41988194/trump-plans-to-erase-ev-tax-credit-analyst-says-its-net-bullish-calls-sell-off-wrong-knee-jerk-reaction">트럼프의 전기차(EV) 세금 공제 폐지 계획: 테슬라 애널리스트는 &#8216;순 강세&#8217;라고 말하며 매각을 &#8216;잘못된 반응&#8217;이라고 평가</a>&#8220;에서는 테슬라(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/tsla" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for TSLA" data-google-interstitial="false">TSLA</a>) 주식 매각을 야기한 7,500달러의 EV 세금 공제를 종료하려는 도널드 트럼프의 계획에 대해 논의한다. 그러나 웨드부시의 애널리스트인 댄 아이브스는 이를 장기적으로 테슬라에 &#8216;순 강세&#8217;적이라고 평가했다. 이 회사의 강력한 시장 지위로 인해 영향은 미미할 것으로 보인다.
<a href="https://www.benzinga.com/author/aniket-verma" target="_blank" rel="noopener" data-google-interstitial="false">Aniket Verma</a>의 &#8220;<a href="https://www.benzinga.com/markets/cryptocurrency/24/11/41897397/bitcoin-to-peak-between-100k-150k-solana-to-top-600-this-cycle-say-hedge-funds-vcs">비트코인 가격이 10만-15만 달러 사이에서 정점에 이를 것이며, 솔라나 가격은 600달러에 이를 것이라고 헷지펀드와 벤처캐피털리스트들이 예측</a>&#8220;에서는 최근 시장 변동성 속에서 완화된 낙관론을 반영하여 이번 강세 주기에 비트코인(CRYPTO:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/btc-usd" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for BTC/USD" data-google-interstitial="false">BTC</a>)이 150,000달러, 솔라나(CRYPTO:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/sol-usd" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for SOL/USD" data-google-interstitial="false">SOL</a>)가 600달러까지 정점에 이를 수 있다는 벤처 캐피탈 및 헤지 펀드 매니저들의 전망을 밝혔다.
<a href="https://www.benzinga.com/author/chris-katje" target="_blank" rel="noopener" data-google-interstitial="false">Chris Katje</a>의 &#8220;<a href="https://kr.benzinga.com/news/usa/stocks/%EB%94%94%EC%A6%88%EB%8B%88-4%EB%B6%84%EA%B8%B0-%EC%8B%A4%EC%A0%81%EC%9D%80-%EC%A2%8B%EC%95%84%ED%95%98%EB%8A%94-%EA%B2%83%EC%9D%B4-%EB%A7%8E%EB%8B%A4%EA%B3%A0-%EB%B0%9D%ED%9E%88%EB%A9%B0-%EA%B3%A0/" target="_blank" rel="noopener">디즈니 4분기 실적은 좋아하는 것이 많다고 밝히며 ‘고품질' 수익 성장 퍼포머로 평가</a>&#8220;에서는 월트 디즈니 컴퍼니(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/dis" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for DIS" data-google-interstitial="false">DIS</a>)가 4분기 소비자 직접 이익 추정치를 초과하고 다년간의 지침을 공개하면서 구겐하임의 마이클 모리스(Michael Morris)와 같은 분석가들이 2026년까지 예상되는 두 자릿수 EPS 성장을 언급하면서 가격 목표를 높이도록 촉구했다.
더 많은 강세 의견을 보려면 다음 기사를 참조:
&#8211; <a href="https://www.benzinga.com/analyst-ratings/price-target/24/11/41884655/bank-of-america-predicts-positive-stock-re-rating-for-wells-fargo-after-asset-cap-removal">뱅크 오브 아메리카: 웰스 파고 자산 한도 철회 후 긍정적인 주식 재평가 전망</a>
&#8211; <a href="https://kr.benzinga.com/crypto/bitcoin/%EC%95%A4%EC%84%9C%EB%8B%88-%EC%8A%A4%EC%B9%B4%EB%9D%BC%EB%AC%B4%EC%B9%98-%EB%B9%84%ED%8A%B8%EC%BD%94%EC%9D%B8-%E7%BE%8E-%EC%A0%84%EB%9E%B5-%EB%B9%84%EC%B6%95-%EC%9E%90%EC%82%B0%EB%90%A0-%EC%88%98/" target="_blank" rel="noopener">앤서니 스카라무치, 미국 전략적 비트코인 적립에 대한 낙관론: &#8216;트럼프의 승리가 사이클을 가속화&#8217;</a>
&#8211; <a href="https://kr.benzinga.com/news/usa/stocks/%EC%83%98-%EC%95%8C%ED%8A%B8%EB%A8%BC%EC%9D%B4-%ED%88%AC%EC%9E%90%ED%95%9C-%EC%98%A4%ED%81%B4%EB%A1%9C-3%EB%B6%84%EA%B8%B0-%EC%8B%A4%EC%A0%81-%EB%B0%9C%ED%91%9C-%EB%A7%A4%EC%A3%BC-%EB%AA%A8/" target="_blank" rel="noopener">샘 올트먼이 지원하는 오클로가 3분기 실적을 보고: &#8216;매주 모멘텀이 쌓이고 있다&#8217;</a>
약세 의견들
<a href="https://www.benzinga.com/author/rishabhmishra-benzinga-com" target="_blank" rel="noopener" data-google-interstitial="false">Rishabh Mishra</a>의 &#8220;<a href="https://kr.benzinga.com/news/usa/stocks/%EC%8A%A4%ED%94%BC%EB%A6%BF-%ED%95%AD%EA%B3%B5-%ED%8C%8C%EC%82%B0-%EC%9C%84%EA%B8%B0-%EC%A3%BC%EC%A3%BC%EB%93%A4-%EC%A3%BC%EC%8B%9D-%EC%86%8C%EA%B0%81-%EC%A7%81%EB%A9%B4-%EC%A3%BC%EA%B0%80%EB%8A%94/" target="_blank" rel="noopener">스피릿 항공: 파산 위기, 주주들 주식 소각 직면, 주가는 시간외 거래에서 62% 급락</a>&#8220;에서는 스피릿 항공(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://kr.benzinga.com/quote/save" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for SAVE">SAVE</a>)의 3분기 실적 발표 지연과 구조 조정 협상 개시로 인해 기존 지분이 취소될 가능성이 있는 후 주가가 63% 급락한 것을 다루었다.
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<a href="https://www.benzinga.com/author/piero-cingari" target="_blank" rel="noopener" data-google-interstitial="false">Piero Cingari</a>의 &#8220;<a href="https://kr.benzinga.com/news/usa/stocks/%EA%B8%88-etf%EC%97%90%EC%84%9C-10%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%9C%A0%EC%B6%9C-%ED%8A%B8%EB%9F%BC%ED%94%84-%EB%8B%B9%EC%84%A0-%ED%9B%84-%ED%88%AC%EC%9E%90%EC%9E%90%EB%93%A4%EC%9D%B4-%EC%95%88/" target="_blank" rel="noopener">금 ETF에서 10억 달러 유출: 트럼프 당선 후 투자자들이 안전 자산을 처분</a>&#8220;에서는 도널드 트럼프의 재선에 따른 달러 강세와 경제 성장에 대한 기대를 언급하면서 투자자들이 금에서 전환함에 따라 SPDR Gold Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>)에서 10억 달러의 유출이 발생했으며 비트코인은 &#8216;디지털 금&#8217;으로 인기를 얻었다고 밝혔다.
<a href="https://www.benzinga.com/author/lekha-gupta" target="_blank" rel="noopener" data-google-interstitial="false">Lekha Gupta</a>의 &#8220;<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41986341/what-is-plug-powers-future-analysts-warn-of-cash-crunch-and-slow-hydrogen-market-growth">플러그 파워의 미래는? 애널리스트들은 현금 부족과 수소 시장 성장 둔화에 대해 경고</a>&#8220;에서는 분석가들이 잠재적인 에너지부(DOE) 대출 지원 및 유럽 수소 프로젝트 지원에도 불구하고 2024년과 2025년 매출이 추정치보다 낮을 것으로 예측하면서 플러그 파워(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/plug" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for PLUG" data-google-interstitial="false">PLUG</a>)의 높은 현금 소모와 약한 3분기 실적에 대한 우려를 강조한다.
더 많은 약세 의견을 보려면 다음 기사를 참조:
&#8211; <a href="https://www.benzinga.com/media/24/11/41941228/att-data-breach-exposes-50-billion-records-hackers-identified-ransom-paid">AT&amp;T 데이터 유출로 500억 개 기록이 노출: 해커가 확인되었고, 몸값이 지급됨</a>
&#8211; <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41880110/solar-renewables-stocks-crash-after-trump-win-should-you-buy-now-at-cheap-valuations">트럼프 승리 이후 태양광 및 재생 가능 에너지 주식 급락: 지금 저렴한 가치에 사야 할까?</a>
&#8211; <a href="https://www.benzinga.com/trading-ideas/movers/24/11/41902202/trumps-china-hawks-rumored-for-top-roles-yuan-hits-3-month-low">중국 위안화 3개월 최저치: 트럼프의 반중국 내각 인선 소식에 투자자들이 동요</a>
모든 최신 뉴스와 거래 아이디어를 확인하시려면 Benzinga를 Twitter에서 <a href="https://twitter.com/Benzinga">팔로우하세요</a>.
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월스트리트는 도널드 트럼프가 2025년 1월에 취임할 때 정책 변경이 미칠 영향에 대해 추측하고 있다. JP모건의 애널리스트인 버지니아 마틴 헤리즈(Virginina Martin Heriz)는 두 번째 트럼프 <a href="https://www.benzinga.com/news/24/11/41781921/what-does-trumps-victory-mean-for-ev-giant-tesla-and-the-big-3-automakers" target="_blank" rel="noopener" data-google-interstitial="false">행정부가 지속 가능한 투자</a>에 미칠 잠재적 영향을 분석했다.
온쇼링: 헤리즈는 두 번째 트럼프 행정부가 인플레이션 감축법(IRA)을 수정할 것으로 보지만, &#8220;망치가 아닌 메스&#8221;로 접근할 것이라고 예상한다.
JP모건의 애널리스트는 IRA의 국내 콘텐츠 부분이 공급망 온쇼링에 대한 양당의 지지로 인해 &#8220;가장 안전한 인센티브&#8221;라고 보고 있다. 헤리즈는 퍼스트 솔라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), 선런(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) 및 선노바 에너지 인터내셔널(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOVA#NYSE">NOVA</a>)를 공급망 온쇼링의 혜택을 받을 수 있는 청정 기술 회사로 지목했다.
자세히 읽기: <a href="https://www.benzinga.com/general/biotech/24/11/41822473/trumps-potential-health-czar-robert-f-kennedy-jr-rattles-vaccine-stocks-shoot-first-reaction">트럼프의 잠재적 &#8216;보건 차르&#8217; 로버트 F. 케네디 주니어가 백신 주식을 흔들다: &#8216;먼저 쏴라&#8217; 반응</a>
수소: 헤리즈는 청정 수소 생산자에 대한 45V 세액 공제가 전통 에너지 회사와 공화당 지지 지역의 강력한 지지로 인해 유지될 가능성이 높다고 보고 있다. 청정 수소 회사인 퓨어셀 에너지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCEL#NASDAQ">FCEL</a>)와 플러그 파워(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>)는 두 번째 트럼프 행정부 하에서도 정책 변화의 영향을 받지 않을 것으로 헤리즈가 판단했다.
전기차 인센티브: 이 애널리스트는 전기차(EV) 보조금이 축소되거나 폐지될 것으로 예상하고 있다. 여기에는 자격이 되는 전기차 구매 시 최대 7,500달러의 30D 청정차 세액 공제가 포함된다. 또한, 헤리즈는 EV 충전 인센티브인 30C 세액 공제가 각 충전기 비용의 최대 30%로 강화될 것으로 예상한다. 전기차 및 관련 충전 인센티브의 폐지로 부정적인 영향을 받을 수 있는 회사들로는 EV고(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVGO#NASDAQ">EVGO</a>), 차지포인트 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHPT#NASDAQ">CHPT</a>) 및 블링크 차징(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLNK#NASDAQ">BLNK</a>)가 있다.
석유 및 가스: 국내 석유 및 가스 생산은 정부 정책보다는 시장 가격과 글로벌 수요 및 공급에 더 영향을 받기 때문에 헤리즈는 규제 부담이 줄어드는 것이 &#8220;산업에 도움이 되지만 단기적으로는 삶을 바꾸는 것은 아닐 것&#8221;이라고 말했다.
결론: 헤리드는 두 번째 트럼프 행정부 하의 정책 변화가 지속 가능한 투자에 영향을 미칠 것으로 예상하지만, 지속 가능한 투자에서의 자금 유출은 주로 성과 부진에 의해 발생한다고 언급했다.
JP모건의 이 애널리스트는 &#8220;펀드 성과가 정치보다 훨씬 더 중요하다&#8221;고 말했다.
다음 기사:
<a href="https://kr.benzinga.com/news/usa/stocks/%EB%B9%84%ED%8A%B8%EC%BD%94%EC%9D%B8%EC%9D%B4-%EC%B5%9C%EA%B3%A0%EA%B0%80%EB%A5%BC-%EA%B2%BD%EC%8B%A0%ED%95%98%EB%8A%94-%EA%B0%80%EC%9A%B4%EB%8D%B0-%EC%B1%84%EA%B5%B4%EC%97%85%EC%B2%B4-%ED%95%98/" target="_blank" rel="noopener">비트코인 채굴업체 하이즈 디지털, 헛 8, 비트팜즈가 실적을 발표 예정: 암호화폐의 미래는 &#8216;그 어느 때보다 밝다&#8217;</a>
사진: Earth phakphum via Shutterstock
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트럼프 정부 하의 지속 가능한 투자: "성과가 정치보다 훨씬 중요," JP모건 분석가

벤징가는 지난주 <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noopener" data-google-interstitial="false">많은 투자자들이 선호하는 주식들</a>의 전망을 조사한 결과를 바탕으로, 다음과  같이 주요 뉴스 몇 가지를 요약했다.
주식들이 이번 주에 급등했다. 이는 수요일에 도널드 트럼프의 선거 승리 이후 주요 랠리가 발생하면서 S&amp;P 500이 4.66%, 다우가 4.61% 상승하여 두 지수 모두 2023년 11월 이후 가장 좋은 주간 실적을 기록했으며, 나스닥은 5.74% 상승하여 이들을 초과한 성과를 보였다.
테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)는 30% 급등하여 일론 머스크의 재산을 증가시켰고, 성과면에서 소형 주식들이 대형 주식들을 넘었다. 이는 미국 중심 기업들에 대한 잠재적인 무역 이점 때문이다.
목요일에 연방준비제도(연준)가 금리를 4.5%-4.75% 범위로 인하한 것은 추가적인 위험 감수를 촉진하여 &#8216;매그니피센트 세븐&#8217;의 총 시장 가치를 <a href="https://www.benzinga.com/24/11/41857971/trumps-win-sends-wall-street-to-record-highs-small-caps-tesla-outperform-fed-cuts-interest-rates-this-week-in-the-market" target="_blank" rel="noopener" data-google-interstitial="false">새로운 17조 달러</a>로 끌어올렸다.
벤징가는 투자자들이 가장 선호하는 주식들에 대한 일일 보고서를 제공한다. 지난주 가장 긍정적이고 부정적인 포스트 몇 가지를 다시 살펴보겠다.
강세 신호들
<a href="https://www.benzinga.com/author/chris-katje" target="_blank" rel="noopener" data-google-interstitial="false">Chris Katje</a>의 "<a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/24/11/41724410/nvidia-joining-dow-jones-industrial-average-where-tech-giant-ranks-in-the-index-why-sh" target="_blank" rel="noopener" data-google-interstitial="false">엔비디아가 다우존스 지수에 합류: 지수에서 어떤 순위? 셔윈 윌리엄즈의 추가도 주목</a>"이라는 기사에서 기술 대기업인 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)가 다우존스 산업평균지수에 11월 8일 인텔(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)을 대체하여 합류했고, 애널리스트들은 셔윈 윌리엄즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHW#NYSE">SHW</a>)의 편입이 이 지수의 섹터 다양성에 더 광범위한 영향을 미칠 수 있다고 주목했다.
<a href="https://www.benzinga.com/author/khyathi-dalal" target="_blank" rel="noopener" data-google-interstitial="false">Khyathi Dalal</a>의 "<a href="https://www.benzinga.com/markets/cryptocurrency/24/11/41803277/dogecoin-up-79-in-a-month-nears-0-20-with-beautiful-bounce-from-key-levels-analysts-say" target="_blank" rel="noopener" data-google-interstitial="false">도지코인은 한 달 만에 79% 상승, &#8216;주요 수준에서 아름다운 반등&#8217;으로 0.20달러에 가까워졌다고 분석가들이 언급</a>"에서는 도지코인(CRYPTO:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/doge-usd" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for DOGE/USD" data-google-interstitial="false">DOGE</a>)이 분석가들의 추가 상승 예측에 따라 지난 한 달 동안 79% 급등하여 0.20달러를 돌파했다고 설명했다. 알리 마르티네즈(Ali Martinez)는 하락 삼각형 패턴을 강조하여 0.22달러까지 상승할 가능성이 있음을 시사하고, 암호화폐 거래자는 DOGE가 0.198달러 저항 수준을 돌파할 경우 &#8216;아름다운 반등&#8217;을 예측한다.
<a href="https://www.benzinga.com/author/adam-eckert" target="_blank" rel="noopener" data-google-interstitial="false">Adam Eckert</a>의 "<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41732827/messi-of-ai-wall-street-analyst-gushes-over-robust-earnings-from-palantir" target="_blank" rel="noopener" data-google-interstitial="false">&#8216;AI의 메시&#8217;: 월스트리트 분석가는 팔란티어의 &#8216;견고한&#8217; 이익에 대해 설명</a>"에서는 웨드부시(Wedbush)의 분석가인 댄 아이브스가 팔란티어 테크놀로지스(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://kr.benzinga.com/quote/pltr" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for PLTR">PLTR</a>)에 대한 높은 3분기 실적을 칭찬한 내용을 강조한다. 팔란티어를 &#8220;AI의 메시&#8221;라고 부르는 아이브스는 30%의 매출 성장, 39%의 고객 수 증가, 강력한 정부 및 상업 거래 모멘텀을 언급했다.
지난주 추가적인 강세 의견은 다음 포스트를 통해 확인:
<a href="https://www.benzinga.com/markets/asia/24/11/41722178/if-trump-and-republicans-sweep-dollar-may-climb-7-but-harris-win-could-bring-5-drop-says-jpmorgan" target="_blank" rel="noopener" data-google-interstitial="false">트럼프와 공화당이 승리하면 달러는 7% 상승할 수 있지만 해리스의 승리는 5% 하락을 가져올 수 있다고 JP모건이 예측</a>
<a href="https://www.benzinga.com/markets/cryptocurrency/24/11/41770352/bitcoins-future-under-president-elect-donald-trump-a-look-at-his-crypto-policies" target="_blank" rel="noopener" data-google-interstitial="false">도널드 트럼프 대통령 당선인의 비트코인 ​​미래: 그의 암호화폐 정책 살펴보기</a>
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41807254/trump-election-raises-odds-of-roaring-2020s-scenario-veteran-wall-street-investor-s" target="_blank" rel="noopener" data-google-interstitial="false">트럼프 당선은 &#8216;광란의 2020년대 시나리오&#8217; 가능성을 높여준다고 월스트리트 베테랑 투자자가 주장: 미국 주식 시장은 얼마나 높이 오를 수 있을까?</a>
약세 신호들
<a href="https://www.benzinga.com/author/erica-kollmann" target="_blank" rel="noopener" data-google-interstitial="false">Erica Kollmann</a>의 "<a href="https://kr.benzinga.com/news/usa/stocks/%EB%A6%AC%EB%B9%84%EC%95%88%EA%B3%BC-%EB%A3%A8%EC%8B%9C%EB%93%9C%EC%9D%98-%EC%A3%BC%EC%8B%9D%EC%9D%B4-%ED%8A%B8%EB%9F%BC%ED%94%84-%EB%8B%B9%EC%84%A0-%ED%9B%84-%EA%B8%89%EB%9D%BD-%EB%B0%98%EB%A9%B4/" target="_blank" rel="noopener">리비안, 루시드 주식은 트럼프 승리 후 하락: 약세 움직임을 주도하는 것은 무엇?</a>"에서는 전기차(EV) 인센티브를 없애고 미국 환경보호청(EPA) 배출 기준을 수정하려는 트럼프의 계획에 대한 투자자의 우려로 인해 선거 후 리비안 오토모티브(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>)와 루시드 그룹(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) 주식의 하락을 조사했다.
<a href="https://www.benzinga.com/author/surbhi-jain" target="_blank" rel="noopener" data-google-interstitial="false">Surbhi Jain</a>의 "<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41744222/plug-powers-20-billion-revenue-ambition-faces-obstacles-analyst-says" target="_blank" rel="noopener" data-google-interstitial="false">플러그 파워의 200억 달러 매출 야망이 장애물에 직면했다고 분석가가 주장</a>"이라는 기사에서는 2030년까지 매출 200억 달러를 달성하겠다는 플러그 파워(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/plug" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for PLUG" data-google-interstitial="false">PLUG</a>)의 야심찬 목표에 대해 논의했다. JP모건의 한 분석가는 약한 수소 시장 상황과 빠른 매출 성장을 촉진해야 할 필요성을 언급하면서 앞으로 중요한 과제를 강조했다.
<a href="https://www.benzinga.com/author/anusuya-lahiri-0" target="_blank" rel="noopener" data-google-interstitial="false">Anusuya Lahiri</a>의 "<a href="https://www.benzinga.com/government/24/11/41773691/us-listed-chinese-stocks-like-alibaba-jd-nio-fall-after-trumps-win-whats-going-on" target="_blank" rel="noopener" data-google-interstitial="false">트럼프 당선 이후 알리바바, JD닷컴, 니오 등 미국 상장 중국 주식 하락 – 무슨 일이?</a>"에서는 트럼프 대통령의 당선으로 미중 무역 긴장이 다시 고조되고 잠재적인 관세로 인해 중국이 경기 부양 조치를 고려하게 될 것이라는 우려가 촉발된 이후 알리바바 그룹 홀딩(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/baba" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for BABA" data-google-interstitial="false">BABA</a>), JD닷컴(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/jd" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for JD" data-google-interstitial="false">JD</a>) 및 니오(NYSE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/nio" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for NIO" data-google-interstitial="false">NIO</a>)의 주가가 하락했다고 보고했다.
추가적인 약세 의견은 다음 포스트를 통해 확인:
<a href="https://www.benzinga.com/news/earnings/24/11/41773974/energy-drink-maker-celsius-misses-on-q3-earnings-as-supply-chain-optimization-weighs-on-margins-det" target="_blank" rel="noopener" data-google-interstitial="false">에너지 드링크 제조업체인 셀시우스는 공급망 최적화로 인해 마진이 부담되면서 3분기 실적 미달</a>
<a href="https://kr.benzinga.com/news/usa/stocks/%E7%BE%8E-%EA%B5%AD%EC%B1%84%EB%8A%94-%EC%97%B0%EC%A4%80-%ED%9A%8C%EC%9D%98%EB%A5%BC-%EC%95%9E%EB%91%90%EA%B3%A0-%EC%97%B0%EC%A4%91-%ED%81%B0-%ED%8F%AD-%ED%95%98%EB%9D%BD-%ED%8A%B8%EB%9F%BC%ED%94%84/" target="_blank" rel="noopener">美 국채는 연준 회의를 앞두고 연중 큰 폭 하락, 트럼프에 대응하는 파월의 입장은?</a>
<a href="https://kr.benzinga.com/news/usa/stocks/%EC%8A%88%ED%8D%BC-%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%9C-%EC%BB%B4%ED%93%A8%ED%84%B0%EC%9D%98-%EC%83%81%EC%9E%A5-%ED%8F%90%EC%A7%80-%EC%9C%84%ED%97%98%EC%9D%B4-17%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%B1%84/" target="_blank" rel="noopener">슈퍼 마이크로 컴퓨터의 상장 폐지 위험이 17억 달러 채무 상환에 미치는 영향</a>
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