Plug Power Stock Is Plunging. Here’s What Investors Need to Know.

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Plug Power, a maker of hydrogen fuel cells, plans to sell $375 million in debt

Key Takeaways

  • Plug Power shares tumbled Wednesday after the hydrogen fuel cell maker announced a sale of $375 million in convertible notes.

  • The company said it will use the money to pay off debt.

  • The stock has lost 60% of its value since hitting a 52-week high in early October.

Plug Power (PLUG) shares sank Wednesday after the maker of hydrogen fuel cells announced it would sell $375 million in debt that could be converted into stock.

The company said the notes would pay a rate of 6.75%, and be sold to qualified institutional investors in a private offering. Plug Power said that it intends to use $245.6 million in net proceeds to pay off current debt having a rate of 15%, and $101.6 million plus cash on hand to pay off another debt at 7%.

Why This News Matters

Plug Power plans to raise $375 million through convertible debt to pay down higher-interest obligations, offering investors the option to convert the notes into stock. This news comes as the hydrogen fuel-cell maker has seen its shares slide recently after a big run-up in September.

The company said the notes can be converted into Plug Power stock at an initial rate of 333.3333 shares for every $1,000 of notes. That works out to a conversion price of about $3 per share—roughly a 40% premium over the stock’s Nov. 18 closing price of $2.14.

The conversions will be settled in cash, stock, or a combination of both. The notes cannot be converted until Feb. 28, 2026.

Shares of Plug Power were down 16% in mid-afternoon trading, at $1.80. The stock has lost 60% of its value since hitting a 52-week high of $4.58 in early October.

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