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PLUG vs RUN
Which Stock Would AI Choose? Plug Power (PLUG) vs. Sunrun (RUN) Stock Comparison
Key Takeaways
- Plug Power (PLUG) reported sequential revenue growth to approximately $178 million in its most recent quarter, achieving near break-even gross margins and raising full-year 2026 revenue guidance to 15-16%.
- Sunrun (RUN) delivered strong year-over-year revenue growth of 53% to $870 million in its latest quarter but lowered full-year cash generation guidance, leading to a post-earnings stock decline.
- PLUG stock showed positive momentum following its earnings release, while RUN experienced a sharper pullback amid investor focus on cash flow metrics.
- Both companies operate in the renewable energy sector, with PLUG focused on hydrogen solutions and RUN on residential solar and storage installations.
- Recent market activity highlights contrasting reactions to operational improvements versus guidance adjustments in a volatile clean energy environment.
- Relative performance reflects differing sensitivities to margin expansion, cash usage, and sector-specific demand trends over recent weeks.
Introduction
Plug Power (PLUG) and Sunrun (RUN) represent two distinct segments within the clean energy space, making their comparison relevant for investors and traders evaluating exposure to hydrogen infrastructure versus residential solar adoption. Both stocks have experienced volatility amid broader market shifts in renewables, interest rate expectations, and policy support. This analysis examines their business models, recent financial results, and market positioning to highlight key contrasts. Traders monitoring momentum in alternative energy or seeking diversified bets on the energy transition may find the relative performance and sentiment shifts between these names particularly instructive in the current environment.
Plug Power (PLUG) Overview and Recent Performance
Plug Power (PLUG) develops comprehensive hydrogen solutions, including fuel cell systems and electrolyzers for industrial and mobility applications. In recent market activity, the company delivered sequential revenue growth of about 9% to roughly $178 million, with gross margins approaching break-even and reduced net cash usage. Management raised full-year 2026 revenue growth guidance to a range of 15% to 16%, citing expanding electrolyzer pipelines and commercial execution. Stock sentiment improved following these results, with shares exhibiting upward movement amid focus on margin stabilization and operational discipline. Broader influences include ongoing hydrogen economy developments and capital management efforts that have supported relative resilience in recent weeks.
Sunrun (RUN) Overview and Recent Performance
Sunrun (RUN) specializes in residential solar energy systems and battery storage solutions. The company reported robust year-over-year revenue expansion of 53% to $870 million in its most recent quarter, driven by higher energy system sales. Despite beating revenue and earnings estimates, management adjusted full-year cash generation guidance downward, contributing to a negative market reaction. Shares declined notably in the sessions following the release. Recent performance reflects strength in installation volumes offset by investor emphasis on cash flow outlook amid competitive dynamics and financing conditions in the solar sector.
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Head-to-Head Comparison
Plug Power (PLUG) and Sunrun (RUN) differ in core business models: PLUG centers on hydrogen production and fuel cell technology, while RUN focuses on customer-facing residential solar and storage deployments. Growth drivers for PLUG include electrolyzer demand and industrial hydrogen adoption, whereas RUN benefits from consumer incentives and distributed energy trends. Recent momentum favored PLUG following margin improvements and guidance upgrades, contrasting with RUN’s post-earnings pressure tied to cash outlook revisions. Risk factors for PLUG involve execution on hydrogen infrastructure and cash burn, while RUN faces sensitivity to installation margins, financing costs, and policy changes. Sector exposure overlaps in renewables, yet PLUG offers purer hydrogen plays and RUN provides greater residential market leverage. Market sentiment has reflected these distinctions through divergent reactions to quarterly results in recent weeks.
Tickeron AI Verdict
Based on observable factors such as trend consistency in operational metrics and positive post-earnings positioning, Tickeron’s AI would currently assign a higher probabilistic preference to Plug Power (PLUG) over Sunrun (RUN). PLUG’s demonstrated margin expansion and raised guidance provide clearer near-term catalysts relative to RUN’s revenue strength tempered by adjusted cash targets. This assessment draws from relative stability in recent performance signals rather than forward projections.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PLUG is a Hold and RUN is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
PLUG’s FA Score shows that 0 FA rating(s) are green whileRUN’s FA Score has 0 green FA rating(s).
- PLUG’s FA Score: 0 green, 5 red.
- RUN’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
PLUG’s TA Score shows that 4 TA indicator(s) are bullish while RUN’s TA Score has 5 bullish TA indicator(s).
- PLUG’s TA Score: 4 bullish, 5 bearish.
- RUN’s TA Score: 5 bullish, 3 bearish.
Price Growth
PLUG (@Electrical Products) experienced а -2.16% price change this week, while RUN (@Alternative Power Generation) price change was -10.11% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was -7.34%. For the same industry, the average monthly price growth was +9.68%, and the average quarterly price growth was -0.71%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was -6.57%. For the same industry, the average monthly price growth was -17.20%, and the average quarterly price growth was -33.46%.
Reported Earning Dates
PLUG is expected to report earnings on Nov 10, 2026.
RUN is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Electrical Products (-7.34% weekly)The industry produces a diverse range of electricity-powered equipment, appliances and components, catering to both households and industries. The products include power, distribution and specialty transformers; electric motors, generators and motor-generator sets; switchgear and switchboard apparatus; light bulbs, tubes, fittings and electric signs etc. Consumer income, construction spending, and industrial production are major drivers of demand for this industry’s products. Large companies tend to have economies of scale in production, marketing, and distribution, while smaller companies can potentially carve out their own market through niche or specialty offerings. The US electrical products manufacturing industry includes about 5,700 establishments (single-location companies and units of multi-location companies) with combined annual revenue of about $125 billion. (according to a study published in First Research). Emerson Electric Co., Hubbell Incorporated and Eaton Corporation plc are major electrical products makers in the U.S.
@Alternative Power Generation (-6.57% weekly)The alternative power generation industry consists of companies that operate power facilities converting non-conventional forms of energy into electricity. These energy forms are alternatives to fossil fuels, and many of them are derived from natural resources. Alternative energy forms include solar, wind, hydro, and geothermal steam. A major purpose behind using alternative energy – also called ‘clean’ energy - is to address concerns related to the more conventional fossil fuels, such as the latter’s high carbon dioxide emissions which is often considered a factor in global warming. Alternative power generation has been gaining traction in recent years, and could grow further in the future. Large organizations like Google have invested substantially in wind and solar energy-powered electricity. Some of the prominent U.S. companies operating in the alternative power generation industry includes Ormat Technologies, Inc., TerraForm Power, Inc. and NextEra Energy Partners LP.
| PLUG | RUN | PLUG / RUN | |
| Capitalization | 3.17B | 2.21B | 144% |
| EBITDA | -1.63B | 700M | -233% |
| Gain YTD | 15.228 | -50.217 | -30% |
| P/E Ratio | N/A | 6.23 | - |
| Revenue | 740M | 3.18B | 23% |
| Total Cash | 223M | 680M | 33% |
| Total Debt | 1.01B | 14.9B | 7% |
PLUG | RUN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 60 Fair valued | 89 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 99 | 46 | |
PRICE GROWTH RATING 1..100 | 56 | 87 | |
P/E GROWTH RATING 1..100 | 100 | 62 | |
SEASONALITY SCORE 1..100 | n/a | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
PLUG's Valuation (60) in the Electronic Components industry is in the same range as RUN (89) in the Electrical Products industry. This means that PLUG’s stock grew similarly to RUN’s over the last 12 months.
PLUG's Profit vs Risk Rating (100) in the Electronic Components industry is in the same range as RUN (100) in the Electrical Products industry. This means that PLUG’s stock grew similarly to RUN’s over the last 12 months.
RUN's SMR Rating (46) in the Electrical Products industry is somewhat better than the same rating for PLUG (99) in the Electronic Components industry. This means that RUN’s stock grew somewhat faster than PLUG’s over the last 12 months.
PLUG's Price Growth Rating (56) in the Electronic Components industry is in the same range as RUN (87) in the Electrical Products industry. This means that PLUG’s stock grew similarly to RUN’s over the last 12 months.
RUN's P/E Growth Rating (62) in the Electrical Products industry is somewhat better than the same rating for PLUG (100) in the Electronic Components industry. This means that RUN’s stock grew somewhat faster than PLUG’s over the last 12 months.
| PLUG | RUN | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 78% | 3 days ago 90% |
| Stochastic ODDS (%) | 3 days ago 84% | 3 days ago 87% |
| Momentum ODDS (%) | 3 days ago 80% | 3 days ago 85% |
| MACD ODDS (%) | 3 days ago 90% | 3 days ago 88% |
| TrendWeek ODDS (%) | 3 days ago 88% | 3 days ago 88% |
| TrendMonth ODDS (%) | 3 days ago 88% | 3 days ago 85% |
| Advances ODDS (%) | 10 days ago 82% | 10 days ago 84% |
| Declines ODDS (%) | 6 days ago 90% | 3 days ago 86% |
| BollingerBands ODDS (%) | 3 days ago 90% | 3 days ago 85% |
| Aroon ODDS (%) | 3 days ago 90% | 3 days ago 83% |
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PLUG and
Correlation & Price change
A.I.dvisor indicates that over the last year, PLUG has been loosely correlated with BLDP. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if PLUG jumps, then BLDP could also see price increases.
| Ticker / NAME | Correlation To PLUG | 1D Price Change % | ||
|---|---|---|---|---|
| PLUG | 100% | +3.18% | ||
| BLDP - PLUG | 61% Loosely correlated | +1.27% | ||
| RUN - PLUG | 61% Loosely correlated | -2.14% | ||
| FCEL - PLUG | 60% Loosely correlated | +6.43% | ||
| ENVX - PLUG | 49% Loosely correlated | +3.36% | ||
| AMPX - PLUG | 48% Loosely correlated | +1.37% | ||
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RUN and
Correlation & Price change
A.I.dvisor indicates that over the last year, RUN has been closely correlated with FCEL. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if RUN jumps, then FCEL could also see price increases.
| Ticker / NAME | Correlation To RUN | 1D Price Change % | ||
|---|---|---|---|---|
| RUN | 100% | -2.14% | ||
| FCEL - RUN | 67% Closely correlated | +6.43% | ||
| BE - RUN | 61% Loosely correlated | -0.51% | ||
| PLUG - RUN | 61% Loosely correlated | +3.18% | ||
| ENPH - RUN | 59% Loosely correlated | +0.65% | ||
| ENVX - RUN | 55% Loosely correlated | +3.36% | ||
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