Ballard Power Systems 향후 성장
Future 기준 점검 1/6
Ballard Power Systems (는) 각각 연간 27.2% 및 15.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -7% 로 예상됩니다.
핵심 정보
27.2%
이익 성장률
24.39%
EPS 성장률
| Electrical 이익 성장 | 19.0% |
| 매출 성장률 | 15.3% |
| 향후 자기자본이익률 | -6.97% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 23 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 159 | -38 | -45 | -38 | 5 |
| 12/31/2027 | 141 | -47 | -49 | -41 | 8 |
| 12/31/2026 | 122 | -51 | -60 | -49 | 8 |
| 3/31/2026 | 103 | -81 | -48 | -40 | N/A |
| 12/31/2025 | 99 | -91 | -66 | -56 | N/A |
| 9/30/2025 | 90 | -120 | -104 | -92 | N/A |
| 6/30/2025 | 73 | -296 | -120 | -98 | N/A |
| 3/31/2025 | 71 | -303 | -135 | -113 | N/A |
| 12/31/2024 | 70 | -324 | -136 | -108 | N/A |
| 9/30/2024 | 92 | -326 | -131 | -102 | N/A |
| 6/30/2024 | 104 | -156 | -120 | -95 | N/A |
| 3/31/2024 | 104 | -153 | -125 | -88 | N/A |
| 12/31/2023 | 102 | -144 | -146 | -105 | N/A |
| 9/30/2023 | 74 | -117 | -156 | -107 | N/A |
| 6/30/2023 | 68 | -125 | -164 | -116 | N/A |
| 3/31/2023 | 74 | -152 | -169 | -127 | N/A |
| 12/31/2022 | 82 | -160 | -167 | -132 | N/A |
| 9/30/2022 | 100 | -183 | -167 | -142 | N/A |
| 6/30/2022 | 104 | -171 | -147 | -126 | N/A |
| 3/31/2022 | 108 | -137 | -122 | -106 | N/A |
| 12/31/2021 | 105 | -114 | -95 | -80 | N/A |
| 9/30/2021 | 96 | -85 | -69 | -56 | N/A |
| 6/30/2021 | 97 | -65 | -66 | -53 | N/A |
| 3/31/2021 | 98 | -54 | -62 | -49 | N/A |
| 12/31/2020 | 104 | -49 | -56 | -43 | N/A |
| 9/30/2020 | 117 | -45 | -46 | -32 | N/A |
| 6/30/2020 | 116 | -40 | -46 | -30 | N/A |
| 3/31/2020 | 114 | -36 | -29 | -14 | N/A |
| 12/31/2019 | 106 | -35 | N/A | -14 | N/A |
| 9/30/2019 | 92 | -37 | N/A | -18 | N/A |
| 6/30/2019 | 90 | -36 | N/A | -16 | N/A |
| 3/31/2019 | 93 | -34 | N/A | -35 | N/A |
| 12/31/2018 | 97 | -27 | N/A | -32 | N/A |
| 9/30/2018 | 108 | -19 | N/A | -33 | N/A |
| 6/30/2018 | 119 | -14 | N/A | -33 | N/A |
| 3/31/2018 | 119 | -11 | N/A | -14 | N/A |
| 12/31/2017 | 121 | -8 | N/A | -10 | N/A |
| 9/30/2017 | 112 | -6 | N/A | -1 | N/A |
| 6/30/2017 | 100 | -9 | N/A | 6 | N/A |
| 3/31/2017 | 92 | -14 | N/A | 0 | N/A |
| 12/31/2016 | 85 | -21 | N/A | -4 | N/A |
| 9/30/2016 | 75 | -21 | N/A | -22 | N/A |
| 6/30/2016 | 70 | -21 | N/A | -26 | N/A |
| 3/31/2016 | 64 | -23 | N/A | -27 | N/A |
| 12/31/2015 | 56 | -6 | N/A | -25 | N/A |
| 9/30/2015 | 52 | -22 | N/A | -23 | N/A |
| 6/30/2015 | 57 | -20 | N/A | -22 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: BLDP 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: BLDP 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: BLDP 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: BLDP 의 수익(연간 15.3%)이 Canadian 시장(연간 4.7%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: BLDP 의 수익(연간 15.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: BLDP는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/25 07:36 |
| 종가 | 2026/06/25 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
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산업 및 섹터 지표
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분석가 소스
Ballard Power Systems Inc.는 24명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| MacMurray Whale | ATB Cormark |
| NEIL BEVERIDGE | Bernstein |
| Ameet Thakkar | BMO Capital Markets Equity Research |