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Ballard Power Systems Inc.Informe acción TSX:BLDP

Capitalización bursátil CA$1.5b
Precio de las acciones
n/a
1Y156.2%
7D-17.3%
1D0.2%
Valor de la cartera
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Ballard Power Systems Inc.

Informe acción TSX:BLDP

Capitalización de mercado: CA$1.5b

Ballard Power Systems (BLDP) Resumen de Acciones

Ballard Power Systems Inc. se dedica al diseño, desarrollo, fabricación, venta y servicio de productos de pilas de combustible de membrana de intercambio protónico (PEM). Saber más

Análisis fundamental de BLDP
Puntuación del snowflake
Valoración0/6
Crecimiento futuro1/6
Rendimiento pasado0/6
Salud financiera6/6
Dividendos0/6

BLDP Community Fair Values

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Competidores de Ballard Power Systems Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Ballard Power Systems
Precios históricos de las acciones
Precio actual de la acciónCA$5.15
Máximo en las últimas 52 semanasCA$9.08
Mínimo de 52 semanasCA$1.97
Beta1.9
Cambio en 1 mes-38.84%
Variación en 3 meses56.06%
Cambio de 1 año156.22%
Variación en 3 años-11.21%
Variación en 5 años-77.03%
Variación desde la OPV209.00%

Noticias y actualizaciones recientes

Actualización de narrativa Jun 22

BLDP: Recent Contract Wins Will Likely Fail To Justify Elevated Expectations

Analysts have lifted their price target on Ballard Power Systems to CA$4.25, citing improving gross margins, restructuring savings, and new fuel cell contract wins as key supports for the updated view. Analyst Commentary Recent research on Ballard Power Systems focuses on how the company is executing on cost efficiencies, margins, and new fuel cell contract activity, and how that all lines up with current valuation after the latest price target revisions.
Artículo de análisis Jun 19

Ballard Power Systems (TSX:BLDP) Stock Might Be 48.5% Overvalued After Repeat 15 MW Order

Ballard Power Systems (TSX:BLDP) is back in focus after securing a 15 MW order for its stationary fuel cell systems, a repeat deal from an existing off grid renewable power customer. See our latest analysis for Ballard Power Systems. The repeat order has arrived after a strong run in Ballard Power Systems’ share price, with a 90 day share price return of 85.59% and a 1 year total shareholder return of 188.78%. However, the 5 year total shareholder return remains down 72%, suggesting improving...
Actualización de narrativa Jun 07

BLDP: Bus Contract Wins Will Likely Fail To Sustain Current Optimism

Analysts increased the Ballard Power Systems price target to CA$4.16 from CA$2.30, citing improving gross margins, recent contract wins in the bus segment, and continued cost efficiencies reflected in recent research updates. Analyst Commentary Recent research on Ballard Power Systems reflects a mix of optimism around execution improvements and caution around near term growth and valuation.

Recent updates

Actualización de narrativa Jun 22

BLDP: Recent Contract Wins Will Likely Fail To Justify Elevated Expectations

Analysts have lifted their price target on Ballard Power Systems to CA$4.25, citing improving gross margins, restructuring savings, and new fuel cell contract wins as key supports for the updated view. Analyst Commentary Recent research on Ballard Power Systems focuses on how the company is executing on cost efficiencies, margins, and new fuel cell contract activity, and how that all lines up with current valuation after the latest price target revisions.
Artículo de análisis Jun 19

Ballard Power Systems (TSX:BLDP) Stock Might Be 48.5% Overvalued After Repeat 15 MW Order

Ballard Power Systems (TSX:BLDP) is back in focus after securing a 15 MW order for its stationary fuel cell systems, a repeat deal from an existing off grid renewable power customer. See our latest analysis for Ballard Power Systems. The repeat order has arrived after a strong run in Ballard Power Systems’ share price, with a 90 day share price return of 85.59% and a 1 year total shareholder return of 188.78%. However, the 5 year total shareholder return remains down 72%, suggesting improving...
Actualización de narrativa Jun 07

BLDP: Bus Contract Wins Will Likely Fail To Sustain Current Optimism

Analysts increased the Ballard Power Systems price target to CA$4.16 from CA$2.30, citing improving gross margins, recent contract wins in the bus segment, and continued cost efficiencies reflected in recent research updates. Analyst Commentary Recent research on Ballard Power Systems reflects a mix of optimism around execution improvements and caution around near term growth and valuation.
Actualización de narrativa May 24

BLDP: Bus Contract Momentum Will Test Sustainability Of Recent Margin Improvements

Analysts have raised the fair value estimate for Ballard Power Systems to CA$4.31 from CA$3.56, citing higher price targets related to improving gross margins, recent EPS outperformance, and new bus contracts with partners such as Wrightbus, Solaris, and New Flyer. Analyst Commentary Recent research highlights a more constructive tone around Ballard Power Systems, with several bullish analysts pointing to improving fundamentals and contract activity as key supports for higher fair value estimates.
Actualización de narrativa Apr 30

BLDP: Limited Order Book And Backlog Will Restrain New Flyer Upside

For Ballard Power Systems, the analyst price target has been lifted by CA$0.50. This reflects analysts' updated view that recent positive cash flow and margin trends, along with incremental revenue potential from the New Flyer agreement, help justify slightly stronger revenue growth assumptions and a modestly lower discount rate while still applying a high future P/E of about 50x.
Actualización de narrativa Apr 16

BLDP: Limited Order Book And Backlog Will Constrain Future Upside Potential

Analysts have nudged their average price target on Ballard Power Systems higher, with the updated fair value estimate rising from about CA$1.47 to roughly CA$2.00. They factor in improved recent cash flow trends, stronger second half gross margins and new contract activity, while still using a slightly lower discount rate and a higher future P/E multiple.
Actualización de narrativa Apr 02

BLDP: Bus Contracts And Cash Flow Progress Will Shape Balanced 2026 Outlook

Narrative Update Analysts have lifted their blended price targets on Ballard Power Systems, with fair value estimates shifting toward CA$3.56 as they factor in recent positive cash flow, improved gross margins, new contract wins in the bus segment, and the removal of several near term risk factors through restructuring and cost cuts. Analyst Commentary Recent research on Ballard Power Systems has shifted toward a more balanced, and in some cases constructive, stance as analysts react to company specific developments rather than broad sector trends.
Actualización de narrativa Mar 19

BLDP: Limited Order Book And Backlog Will Challenge Overvalued Shares

Analysts have inched their fair value estimate for Ballard Power Systems higher to CA$1.47 from CA$1.46, reflecting recent price target increases such as BMO Capital's move to CA$1.70, as well as ongoing reassessments of growth, margins and future P/E assumptions following progress on cash flow and order visibility. Analyst Commentary Recent research on Ballard Power highlights a mix of cautious and more constructive views, with analysts weighing improving operational data against questions on growth and execution.
Actualización de narrativa Mar 04

BLDP: Narrower Transit Focus Will Likely Restrain Overvaluation-Driven Optimism

Narrative Update: Ballard Power Systems Analysts have raised their fair value estimate for Ballard Power Systems from approximately CA$1.75 to around CA$2.30. This reflects updated views on the company’s discount rate, profit margin assumptions and future P/E, alongside a recent move to a Hold rating that points to a more balanced risk and reward profile after restructuring and a sharper focus on European and U.S. transit markets.
Actualización de narrativa Feb 18

BLDP: Restructuring And Market Refocus Will Test Overvalued Shares

Analysts lifted their price target on Ballard Power Systems to CA$2.50 from CA$2.00, citing the company's restructuring, spending cuts, exit from China and Texas, and tighter focus on European and U.S. transit markets as reasons for seeing a more balanced risk and reward profile. Analyst Commentary Recent research on Ballard Power Systems points to a more balanced view, with some improvement in sentiment but still a clear layer of caution around execution, growth prospects, and valuation risk.
Artículo de análisis Feb 06

Little Excitement Around Ballard Power Systems Inc.'s (TSE:BLDP) Revenues As Shares Take 28% Pounding

To the annoyance of some shareholders, Ballard Power Systems Inc. ( TSE:BLDP ) shares are down a considerable 28% in...
Actualización de narrativa Feb 04

BLDP: Softer Orders And Backlog Will Likely Restrain Reset-Driven Optimism

Narrative Update Analysts have raised their blended price target for Ballard Power Systems toward the mid single dollar range, citing restructuring progress, spending cuts, a shift toward European and U.S. transit markets, and recent quarters with better revenue and gross margin outcomes. At the same time, they continue to flag order softness and limited visibility on longer term growth.
Actualización de narrativa Jan 21

BLDP: Softer Backlog And Bookings Will Likely Limit Margin-Driven Optimism

Narrative Update The analyst price target for Ballard Power Systems has been raised, with recent research citing improved gross margins in Q3, restructuring and spending cuts, exits from China and Texas, and a tighter focus on European and U.S. transit markets as key reasons for a more balanced risk/reward view. Analyst Commentary Recent research on Ballard Power Systems highlights a mix of improving fundamentals and ongoing execution questions, which is feeding into a more balanced view on the stock.
Actualización de narrativa Jan 06

BLDP: Softer Backlog And Bookings Will Likely Outweigh Margin Surprise

Analysts have lifted their price targets on Ballard Power Systems into a roughly US$2.50 to US$3.40 range from prior levels around US$1.00 to US$2.00, citing better than expected Q3 revenue and gross margins, early signs of improved margin potential, and a more constructive clean tech backdrop, while they continue to wait for clearer growth visibility and order trends. Analyst Commentary Recent Street research around Ballard Power Systems clusters around higher price targets within a relatively tight band, but views still split between cautious and more constructive outlooks on execution and growth.
Actualización de narrativa Dec 18

BLDP: Softer Order Backlog Will Likely Outweigh Near-Term Margin Surprise

Analysts have modestly raised their price targets on Ballard Power Systems into the roughly $2.50 to $3.40 per share range, up from prior levels closer to $1.00 to $2.00. They cite stronger than expected margins, improving long term sector dynamics, and early benefits from management's strategic actions, even as they await clearer visibility on sustained growth and backlog recovery.
Artículo de análisis Dec 04

Little Excitement Around Ballard Power Systems Inc.'s (TSE:BLDP) Revenues As Shares Take 25% Pounding

The Ballard Power Systems Inc. ( TSE:BLDP ) share price has softened a substantial 25% over the previous 30 days...
Actualización de narrativa Dec 03

BLDP: Weak Order Backlog Will Likely Offset Margin Improvements Ahead

Analysts have lifted their price target on Ballard Power Systems to a range of approximately $2.50 to $3.40 from prior levels near $1 to $2 per share, citing stronger than expected Q3 revenue and gross margins, improving 2026 margin prospects, and a more supportive clean tech cycle, even as they await clearer visibility on long term growth and order momentum. Analyst Commentary Research coverage on Ballard Power Systems has shifted toward a more constructive stance, with several firms lifting their price targets while largely maintaining cautious ratings.
Actualización de narrativa Nov 19

BLDP: Order Backlog Declines Will Likely Pressure Revenue And Margins Ahead

Ballard Power Systems' average analyst price target has been raised significantly, with updated targets now ranging from $2.50 to $3.40. Analysts cite better-than-expected revenue and margin performance, despite concerns over backlog and future growth visibility.
Actualización de narrativa Nov 05

BLDP: Prolonged Hydrogen Market Downturn Will Challenge Cash Flow Path Into 2027

Analysts have increased their price target for Ballard Power Systems from $1.78 to $1.78, citing optimism about sector conditions and improved growth expectations. This outlook is counterbalanced by ongoing market challenges.
Actualización de narrativa Oct 21

Analyst Commentary Highlights Shifting Outlook and Modest Valuation Upside for Ballard Power Systems

The consensus analyst price target for Ballard Power Systems has increased from $1.62 to $1.78 per share. Analysts cite a healthier sector outlook, improved policy environment, and the company's ongoing restructuring efforts as key factors supporting the modestly higher valuation.
Artículo de análisis Sep 18

Ballard Power Systems Inc. (TSE:BLDP) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, Ballard Power Systems Inc. ( TSE:BLDP ) shares have been powering on, with a gain of 26...
Actualización de narrativa Aug 15

Overvaluation And Policy Tailwinds Will Reshape Hydrogen Mobility

Despite ongoing restructuring under new leadership and a strong cash position to weather hydrogen market headwinds, continued uncertainty and execution risks have prompted analysts to maintain a cautious outlook, leaving Ballard Power Systems’ consensus price target unchanged at CA$1.62. Analyst Commentary Ballard Power is undertaking a restructuring under new leadership with the goal to achieve profitability and be cash flow positive by the end of 2027.
Artículo de análisis Jul 02

Ballard Power Systems Inc.'s (TSE:BLDP) Price Is Right But Growth Is Lacking After Shares Rocket 25%

Despite an already strong run, Ballard Power Systems Inc. ( TSE:BLDP ) shares have been powering on, with a gain of 25...
Artículo de análisis May 18

Improved Revenues Required Before Ballard Power Systems Inc. (TSE:BLDP) Stock's 25% Jump Looks Justified

Those holding Ballard Power Systems Inc. ( TSE:BLDP ) shares would be relieved that the share price has rebounded 25...
Artículo de análisis May 09

Analyst Estimates: Here's What Brokers Think Of Ballard Power Systems Inc. (TSE:BLDP) After Its First-Quarter Report

It's been a good week for Ballard Power Systems Inc. ( TSE:BLDP ) shareholders, because the company has just released...
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Nueva narrativa Mar 28

Record Orders And Cost Cuts Will Strengthen Bus And Rail

Strategic focus on stable markets and restructuring initiatives are poised to enhance margins and improve financial stability over time.
Artículo de análisis Mar 17

Ballard Power Systems Inc. (TSE:BLDP) Just Reported And Analysts Have Been Cutting Their Estimates

Ballard Power Systems Inc. ( TSE:BLDP ) missed earnings with its latest full-year results, disappointing...
Artículo de análisis Feb 02

It's Down 28% But Ballard Power Systems Inc. (TSE:BLDP) Could Be Riskier Than It Looks

Ballard Power Systems Inc. ( TSE:BLDP ) shareholders won't be pleased to see that the share price has had a very rough...
Artículo de análisis Jan 14

We're Not Very Worried About Ballard Power Systems' (TSE:BLDP) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Artículo de análisis Dec 10

Ballard Power Systems Inc. (TSE:BLDP) Looks Just Right With A 28% Price Jump

Ballard Power Systems Inc. ( TSE:BLDP ) shares have had a really impressive month, gaining 28% after a shaky period...
Artículo de análisis Sep 09

We're Hopeful That Ballard Power Systems (TSE:BLDP) Will Use Its Cash Wisely

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Artículo de análisis Aug 09

Shareholders Should Be Pleased With Ballard Power Systems Inc.'s (TSE:BLDP) Price

With a median price-to-sales (or "P/S") ratio of close to 5.3x in the Electrical industry in Canada, you could be...
Artículo de análisis Apr 16

Risks To Shareholder Returns Are Elevated At These Prices For Ballard Power Systems Inc. (TSE:BLDP)

Ballard Power Systems Inc.'s ( TSE:BLDP ) price-to-sales (or "P/S") ratio of 8.2x may look like a poor investment...
Artículo de análisis Mar 01

Ballard Power Systems (TSE:BLDP) Is In A Good Position To Deliver On Growth Plans

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Artículo de análisis Nov 14

Ballard Power Systems (TSE:BLDP) Is In A Good Position To Deliver On Growth Plans

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Artículo de análisis Aug 12

Ballard Power Systems (TSE:BLDP) Is In A Good Position To Deliver On Growth Plans

We can readily understand why investors are attracted to unprofitable companies. For example, although...
Artículo de análisis Mar 22

Time To Worry? Analysts Just Downgraded Their Ballard Power Systems Inc. (TSE:BLDP) Outlook

Today is shaping up negative for Ballard Power Systems Inc. ( TSE:BLDP ) shareholders, with the analysts delivering a...
Artículo de análisis Dec 21

We're Hopeful That Ballard Power Systems (TSE:BLDP) Will Use Its Cash Wisely

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Artículo de análisis Nov 16

Some Analysts Just Cut Their Ballard Power Systems Inc. (TSE:BLDP) Estimates

Today is shaping up negative for Ballard Power Systems Inc. ( TSE:BLDP ) shareholders, with the analysts delivering a...
Artículo de análisis Sep 20

Here's Why We're Not Too Worried About Ballard Power Systems' (TSE:BLDP) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Artículo de análisis Aug 16

News Flash: 21 Analysts Think Ballard Power Systems Inc. (TSE:BLDP) Earnings Are Under Threat

One thing we could say about the analysts on Ballard Power Systems Inc. ( TSE:BLDP ) - they aren't optimistic, having...
Artículo de análisis May 22

Companies Like Ballard Power Systems (TSE:BLDP) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Artículo de análisis Feb 12

Companies Like Ballard Power Systems (TSE:BLDP) Are In A Position To Invest In Growth

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...

Rentabilidad de los accionistas

BLDPCA ElectricalMercado CA
7D-17.3%-9.0%-0.4%
1Y156.2%154.0%30.4%

Rentabilidad vs. Industria: BLDP superó a la industria Canadian Electrical, que obtuvo un rendimiento del 154% el año pasado.

Rentabilidad vs. Mercado: BLDP superó al mercado Canadian, que obtuvo un rendimiento del 30.4% el año pasado.

Volatilidad de los precios

Is BLDP's price volatile compared to industry and market?
BLDP volatility
BLDP Average Weekly Movement15.6%
Electrical Industry Average Movement11.8%
Market Average Movement9.7%
10% most volatile stocks in CA Market16.4%
10% least volatile stocks in CA Market3.7%

Precio estable de las acciones: El precio de las acciones de BLDP ha sido volátil durante los últimos 3 meses en comparación con el mercado Canadian.

Volatilidad a lo largo del tiempo: La volatilidad semanal de BLDP(16%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de Canadian.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1979492Marty Neesewww.ballard.com

Ballard Power Systems Inc. se dedica al diseño, desarrollo, fabricación, venta y servicio de productos de pilas de combustible de membrana de intercambio protónico (PEM). La empresa ofrece sus productos para productos energéticos destinados a autobuses, camiones, ferrocarriles, embarcaciones, energía estacionaria y mercados emergentes, como manipulación de materiales, vehículos todoterreno y otras aplicaciones. También se dedica a la prestación de servicios, incluidas soluciones tecnológicas, servicios posventa y servicios de formación; y a la prestación de servicios de ingeniería, servicios de integración de productos y sistemas, y transferencia de tecnología relacionada para diversas aplicaciones de pilas de combustible PEM.

Resumen de fundamentos de Ballard Power Systems Inc.

¿Cómo se comparan los beneficios e ingresos de Ballard Power Systems con su capitalización de mercado?
Estadísticas fundamentales de BLDP
Capitalización bursátilCA$1.55b
Beneficios(TTM)-CA$115.25m
Ingresos (TTM)CA$146.63m
10.6x
Ratio precio-ventas (PS)
-13.5x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de BLDP
IngresosUS$103.40m
Coste de los ingresosUS$91.57m
Beneficio brutoUS$11.83m
Otros gastosUS$93.10m
Beneficios-US$81.27m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-0.27
Margen bruto11.44%
Margen de beneficio neto-78.60%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado BLDP a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/26 18:50
Precio de las acciones al final del día2026/06/26 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Ballard Power Systems Inc. está cubierta por 24 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
MacMurray WhaleATB Cormark
NEIL BEVERIDGEBernstein
Ameet ThakkarBMO Capital Markets Equity Research