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BLBLDP

Ballard Power Systems Inc.

$BLDP·$576M·Electrical Equipment & Parts·Industrials
$1.77-3.3%YTD-31.1%1Y-47.6%
Price updated 12h ago·X counts updated 3d ago
BLBLDP
$BLDPBallard Power Systems Inc.
$1.77-3.28%62 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BLDP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

62X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BLDP's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-06-19

Ballard Power received a 15 MW fuel cell order for off-grid stationary power with 150 FCmove-HD+ modules, the second order of this scale from the same customer. Authors flag the 50 SMA retest of prior breakout and tight candle as the structural setup.

Read what X is saying about $BLDP

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BLDP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Ballard just received a 15 MW fuel-cell repeat order — the structural setup is tight at 3% of its range.

Ballard Power Systems is a fuel-cell technology company serving mobility (bus and truck) and increasingly off-grid stationary power. The 2026 drawdown reflects general hydrogen-sector weakness, now meeting specific repeat-customer order traction.

  • The P&L is still unprofitable: Q2 revenue grew 26% YoY to $19.4M at a -67% operating margin and EPS of -$0.04, with trailing EPS misses of 75% and beat of 33% — small-dollar surprises on a company that's still scaling into profitability.
  • The specific order is substantive: a 15 MW fuel-cell order for 150 FCmove-HD+ modules for off-grid stationary power, which is the second repeat order of this scale from the same customer — the kind of repeat-customer validation that signals the stationary-power business line is real.

At 3% of its 52-week range and 31% below the 200-day going into Nov 12 earnings, the setup is a classic drawdown coil on repeat-customer traction. A specific additional stationary-power order plus any Fleet360 revenue disclosure is the trigger for a reclaim; another cash-burn surprise without named orders is the invalidation.

Agrees with X sentimentThe 15 MW repeat order is a specific operational datapoint, and the 50 SMA retest technical setup matches the chart position. Small sample but grounded.

What to watch: Nov 12 Q3 earnings — stationary-power order volume, operating margin direction, Fleet360 services revenue, and FY27 guide. Named additional orders is the trigger; cash-burn widening without orders is the invalidation.

On the calendar: 2026-11-12 — Q3 earnings

event ahead 30dstationary power

Read the AI verdict on $BLDP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and sells hydrogen proton exchange membrane fuel cells for heavy-duty buses, trucks, and stationary power.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $BLDP.

Electrical Equipment & Parts · Industrials

No material change from last week — AI data-center buildout and power-grid modernization sustain elevated equipment demand.

What this means for $BLDP

Partial — Designs and sells hydrogen proton exchange membrane fuel cells for heavy-duty buses, trucks, and stationary power.

Industry benchmark

29-name peer basket
+26.0%YTD
+3.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-18.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-14.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-85.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-3.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
14.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-13.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$-0.07$-0.04-75.0%
Q1 2026May 5, 2026$-0.04$-0.06+33.3%
Q4 2025Mar 12, 2026$-0.06$-0.07+14.3%
Q3 2025Nov 13, 2025$-0.09$-0.11+18.2%
Next earningsThu, Nov 12·consensus EPS $-0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$19.4M+26.2%14.2%-67.3%$-0.04$-8.4M
Q4 FY25$33.6M+37.2%16.7%-35.1%$-0.06$7.8M
Q3 FY25$32.5M+120.3%15.3%-92.1%$-0.09$-24.3M
Q2 FY25$17.8M+11.5%-8.4%-186%$-0.08$-22.7M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$108.4M$107.2M – $109.6M-$0.17-$0.19 – -$0.154
FY27$155.2M$150.8M – $159.5M-$0.11-$0.12 – -$0.104
FY28$175.8M$157.3M – $186.2M-$0.08-$0.11 – -$0.023
FY29$199.6M$180.8M – $215.6M-$0.10-$0.11 – -$0.091
FY30$252.5M$228.7M – $272.7M-$0.10-$0.11 – -$0.082

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-22.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-40.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 266.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.885-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentMay 19SC 13D/A
AI summary

Weichai Power Hong Kong International Development Co., Limited, Weichai Power Co., Ltd., and Shandong Heavy Industry Group Co., Ltd. filed Amendment No. 3 to Schedule 13D for Ballard Power Systems Inc. (BLDP), reporting unchanged aggregate beneficial ownership of 31,102,826 Common Shares (shared voting and dispositive power), representing 10.32% of 301,475,849 shares outstanding as of Q1 2026. All three entities share the position jointly. This amendment appears to reflect an updated share count calculation rather than a change in position; Weichai maintains its strategic 10%+ block in the Canadian hydrogen fuel cell company without activist intent.

SC 13D/AActivist amendmentMay 15SC 13D/A
AI summary

Weichai Power Hong Kong International Development Co., Limited filed an amended Schedule 13D on BLDP disclosing beneficial ownership (34,999,826.00 shares) as of 2026-05-15. The filer's stated intent is passive investment with no plan to influence control of the company.

SC 13D/AActivist amendmentMay 13SC 13D/A
AI summary

Weichai Power Hong Kong International Development Co., Limited filed an amended Schedule 13D on BLDP disclosing beneficial ownership (39,252,826.00 shares) as of 2026-05-13. The filer's stated intent is passive investment with no plan to influence control of the company.

+ 18 other (16 6-Ks · 1 SD · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ballard Secures 4.8MW Order from Siemens Mobility to Power Hydrogen Trains in Romaniagurufocus.com·8d agoBallard Secures 4.8MW Order from Siemens Mobility to Power Hydrogen Trains in Romaniaprnewswire.com·8d ago3 Hydrogen Stocks Worth Watching This October247wallst.com·8d agoBallard launches Fleet360 services for new North American FCmove®-HD+ fleets at APTA EXPO 2026prnewswire.com·13d agoLeGrand (OTCMKTS:LGRDY) & Ballard Power Systems (NASDAQ:BLDP) Financial Surveydefenseworld.net·16d ago

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Voices on X · last 7 days

No standout posts about $BLDP on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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