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Ballard Power Systems Inc. Stock Price

TSX:BLDP Community·CA$998.0m Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 47 Fair Values set on narratives written by author

BLDP Share Price Performance

CA$3.31
0.52 (18.64%)
CA$4.62
Fair Value
CA$3.31
0.52 (18.64%)
28.3% undervalued intrinsic discount
CA$4.62
Fair Value
Price CA$3.31
AnalystConsensusTarget CA$4.62
AnalystHighTarget CA$5.24
AnalystLowTarget CA$4.00

BLDP Community Narratives

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Fair Value CA$4.62 28.3% undervalued intrinsic discount

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

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33users have followed this narrative
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Fair Value CA$5.24 36.9% undervalued intrinsic discount

Global Decarbonization Will Accelerate Hydrogen Adoption Despite Headwinds

0users have liked this narrative
1users have commented on this narrative
7users have followed this narrative
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Fair Value CA$4 17.2% undervalued intrinsic discount

Delayed Hydrogen Buildout And Margin Pressures Will Limit Prospects

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2users have followed this narrative

Trending Discussion

No trending discussion available.

Updated Narratives

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BLDP: Contract Wins And Margin Progress Will Balance Execution And Demand Risks

Fair Value: CA$4 17.2% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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BLDP: Recent Contract Momentum Will Likely Support Improving Profitability Outlook

Fair Value: CA$4.62 28.3% undervalued intrinsic discount
33 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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BLDP: Bus Wins And GeoPura Integration Will Test Margin Durability

Fair Value: CA$5.24 36.9% undervalued intrinsic discount
7 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with concerning outlook.

1 Risk
1 Reward

Ballard Power Systems Inc. Key Details

US$106.2m

Revenue

US$88.8m

Cost of Revenue

US$17.4m

Gross Profit

US$94.7m

Other Expenses

-US$77.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.26
16.40%
-72.78%
0%
View Full Analysis

About BLDP

Founded
1979
Employees
492
CEO
Marty Neese
WebsiteView website
www.ballard.com

Ballard Power Systems Inc. engages in the design, development, manufacture, sale, and service of proton exchange membrane (PEM) fuel cell products. The company offers products for various applications focusing on power products for bus, truck, rail, marine, stationary, and emerging market, such as material handling, off-road, and other applications. It also engages in the delivery of services, including technology solutions, after sales services, and training, as well as offers engineering and technology transfer services. The company operates in the United States, Poland, Canada, Germany, the United Kingdom, Egypt, Spain, China, the Netherlands, Denmark, France, and internationally. Ballard Power Systems Inc. was founded in 1979 and is headquartered in Burnaby, Canada.

Recent BLDP News & Updates

Narrative Update Aug 03

BLDP: Contract Wins And Margin Progress Will Balance Execution And Demand Risks

Analysts now estimate fair value for Ballard Power Systems at about CA$4.00, up from roughly CA$2.00. This reflects recent price target revisions in the CA$3.50 to CA$4.25 range and ongoing commentary about improving margins, restructuring savings, and new fuel cell contract wins.

Recent updates

No updates