BLDP

Ballard Power Systems
BLDP
Market cap $509M

1.70 USD
+0.03
1.8%
At close Oct 4, 4:00 PM EDT
After hours
1.69
-0.01
0.59%
1 day
1.80%
5 days
-8.11%
1 month
-0.58%
3 months
-27.35%
6 months
-46.71%
Year to date
-53.42%
1 year
-51.70%
5 years
-65.86%
 

About: Ballard Power Systems is a world leader in proton-exchange membrane fuel cells, power system development, and commercialization. The company's principal business is the design, development, manufacture, sale, and service of PEM fuel cell products for a variety of applications, focusing on power product markets of heavy-duty motive (bus, truck, rail, and marine applications), material handling, and stationary power generation. Sales are concentrated in the US, Europe, and China.

Employees: 1,173

0
Funds holding %
of 6,728 funds
0
Analysts bullish %
of 8 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

8% more funds holding

Funds holding: 159 [Q1] → 171 (+12) [Q2]

1.95% more ownership

Funds ownership: 22.24% [Q1] → 24.19% (+1.95%) [Q2]

14% less capital invested

Capital invested by funds: $191M [Q1] → $163M (-$27.2M) [Q2]

24% less call options, than puts

Call options by funds: $486K | Put options by funds: $642K

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$1.60
6%
downside
Avg. target
$3.04
79%
upside
High target
$10
488%
upside

8 analyst ratings

positive
13%
neutral
50%
negative
38%
Raymond James
Michael Glen
0 / 0 met price target
76%upside
$3
Market Perform
Maintained
14 Aug 2024
Lake Street
488%upside
$10
Buy
Maintained
13 Aug 2024
CIBC
Hamir Patel
0 / 0 met price target
6%downside
$1.60
Underperformer
Downgraded
13 Aug 2024
Wells Fargo
Praneeth Satish
58% 1-year accuracy
7 / 12 met price target
18%upside
$2
Underweight
Maintained
13 Aug 2024
Truist Securities
Jordan Levy
28% 1-year accuracy
7 / 25 met price target
18%upside
$2
Hold
Maintained
13 Aug 2024

Financial journalist opinion

Based on 3 articles about BLDP published over the past 30 days

Neutral
GlobeNewsWire
2 weeks ago
Hydrogen Truck Market Global Forecast to 2035, Featuring Case Studies of Ballard Power Systems, Transport for London (TFL), Van Hool and Hall Transport
Dublin, Sept. 18, 2024 (GLOBE NEWSWIRE) -- The "Hydrogen Truck Market by Vehicle Type, Fuel Cell Technology, Motor Power (Upto 200 Kw, 200-400 Kw, Above 400 Kw), Range (Upto 300 Miles, 300-500 Miles, Above 500 Miles), Tank Size, Type of Hydrogen Tank, and Region - Global Forecast to 2035" report has been added to ResearchAndMarkets.com's offering. The global hydrogen truck market is projected to grow from USD 1.9 billion in 2024 to USD 10.8 billion in 2035, at a CAGR of 16.9%. Hydrogen trucks presents a significant opportunity for transportation fleet owners to achieve zero-emission transportation with similar operational benefits from conventional diesel vehicles. Government plans and initiatives for hydrogen infrastructure and production, deployment of hydrogen trucks, implementation of fleet decarbonization mandates and rapid setup of hydrogen technology R&D centers in the region due to lower cost are the factors driving the demand for hydrogen trucks. Also, lower TCO of hydrogen trucks as compared to ICE and Battery-electric trucks is increasing the demand for hydrogen truck market. 30-60 kg segment is expected to hold a significant share of hydrogen truck market during the forecast period A medium-sized hydrogen fuel tank that stores between 30 and 60 kilograms of hydrogen are commonly used in standard medium-length buses and medium-duty trucks. They offer a balance between range and payload capacity, making them suitable for a wide variety of transportation needs, including daily commutes and long- distance travel. These tanks are generally used for intercity/transit applications in buses. 30-60 kg tank is preferred over < 30kg and >60 kg tank due to its operational efficiency and less refueling time, making it an ideal solution for long-haul transportation. Leading OEMs such as Solaris, Hyundai Motor Company, Foton International, Van Hool, and Mercedes Benz, among others, provide models such as Foton BJ6123FCEVCH, Hyundai UNIVERSE Fuel Cell, Hyundai ELEC CITY Fuel Cell, eCitaro fuel cell, hydrogen buses with fuel tank capacities of 30-60 kg. Trucks usually use these tanks for refuse services as well as long-haul transportation. OEMs such as HYZON Motors, Hyundai Motor Company, Foton International, and Nikola, among others, provide models such as Hymax 24t, Xcient FC, Nikola Tre, HYMAX-500 and QUANTRON FCEV EU Heavy Truck, among others with fuel tank capacity of 30-60 kg. 200-400 kw to lead the market for hydrogen buses and truck, by motor power The 200-400 kW segment has a wide range of applications, including regular city buses and articulated buses utilized on mixed urban and suburban routes and medium-duty trucks that demand more power and speed. Also, 200-400 kW is more prevalent in Transit buses due to its balance between power output and vehicle range. Hydrogen trucks in North America generally include motors which vary from 200 kW to 400 kW. California transit companies, such as AC Transit and SunLine Transit, are in their early stages of hydrogen bus deployment due to state zero-emission transportation applications. The high cost of hydrogen generation, limited refueling infrastructure, and the necessity for more technology advancements are significant barriers. Leading automakers in Europe, like Solaris and IVECO s.p.a., have started operating hydrogen transit buses in the region. Solaris, for example, delivered 200 hydrogen buses to about 24 European cities in December 2023 and secured additional pre-orders for 600 hydrogen-powered vehicles between 2024 and 2026. North America is expected to have significant growth during the forecast period North America has been one of the leading regions in terms of manufacturing of hydrogen vehicles with the help of renowned fuel cell component providers in the US and Canada such as Ballard Power (Canada), Plug Power (US), and Fuel Cell Energy (US). US and Canada have been supporting the growth of FCEVs, especially in the commercial vehicle sector. The governments have supported performance testing for hydrogen vehicles for interstate logistics and buses. The presence of companies like Ballard Power Systems, Hyster-Yale, Plug Power, Cummins, Advent Technologies Holdings, BorgWarner, among others makes the North American market more competitive. Transit agencies in the North America are increasingly adopting hydrogen buses by local OEMs, such as NFI and First Hydrogen, due to their longer operational range, and quick refueling times across diverse climates. Unlike electric buses, which have longer charging times and infrastructure prerequisites, hydrogen buses offer a more scalable and viable solution. Every hydrogen bus deployed in the US could reduce the carbon released into the atmosphere by 100 tons annually and eliminate the need for 9,000 gallons of fuel every year over the vehicle's life. Compared to ICE Buses, that translates into more than USD 37,000 per year per vehicle savings.
Hydrogen Truck Market Global Forecast to 2035, Featuring Case Studies of Ballard Power Systems, Transport for London (TFL), Van Hool and Hall Transport
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