Group 1 - Ballard Power Systems (BLDP) has experienced a significant stock decline of 43% over the past year, with a recent drop of over 4% [1] - The company secured a long-term agreement with Solaris Bus & Coach to supply 1,000 hydrogen fuel cell engines, marking the largest deal in Ballard's history [1] - The global fuel cell market is projected to grow from $4.58 billion in 2021 to $36.41 billion by 2029, indicating a compound annual growth rate of 29.7% from 2022 [1] Group 2 - Analysts currently rate BLDP shares as a consensus hold, with a wide price range forecasted from $2.30 to $15 [2] - Resistance levels for traders are identified between $3.15 and $3.38, making short-term trading challenging [2] - The short interest in BLDP is at 9.19% of the float, with a short interest ratio of 4.51 days to cover, indicating potential volatility [4] Group 3 - A suggested trading strategy includes buying the in-the-money 2024 Aug 16 $3 call options, which closed at a premium of 55 cents [5] - The call option has a bid-ask spread of 25.9%, which is considered favorable compared to other options in the market [5] - The target price for BLDP is aimed at a return to near the $4 level, which could trigger further bearish activity [5]

VANCOUVER, BC and ROCKWALL, Texas, April 1, 2024 /PRNewswire/ - Ballard Power Systems (NASDAQ: BLDP) (TSX: BLDP) announced it has been awarded $54 million of investment tax credits from the U.S. Internal Revenue Service as part of the Qualifying Advanced Energy Project Tax Credit (48C), funded by the Inflation Reduction Act (IRA). The 48C program, which provides 30% investment tax credits for selected clean energy manufacturing projects, is designed to support secure and resilient domestic clean energy supp ...

Core Insights - Ballard Power Systems has signed a Long Term Supply Agreement with Solaris Bus & Coach for the supply of 1,000 hydrogen fuel cell engines through 2027, marking the largest order in Ballard's history [1][2] - The agreement consolidates existing orders for approximately 300 engines and adds a new commitment for about 700 additional engines, including after-market and extended warranty services [2] - The engines will consist of approximately 80% FCmove®-HD 70 kW and 20% FCmove®-HD+ 100 kW, targeting both 12-metre and 18-metre bus markets, with deliveries starting in 2024 [2] Industry Context - The deployment of these engines is expected across over 22 European cities, supported by policies aimed at decarbonizing public transport fleets [3] - The transition to zero-emission buses is accelerating due to the advantages of hydrogen fuel cells, including zero emissions, quick refueling, and long range [3] - The partnership aims to enhance the adoption of fuel cell buses in Europe, contributing to economies of scale and cost reduction for fleet operators [4] Company Statements - Ballard's CEO emphasized the significance of this agreement in advancing fuel cell bus adoption and highlighted the collaborative efforts with Solaris over the past decade [4] - Solaris' CEO noted the company's leadership in deploying hydrogen technology in public transport, with nearly 200 hydrogen-powered buses delivered and over 500 units in the order book for the next two years [4]

 VANCOUVER, BC and ROCKWALL, Texas, March 14, 2024 /PRNewswire/ - Ballard Power Systems (NASDAQ: BLDP) (TSX: BLDP) announced it has received notification from the Hydrogen and Fuel Cell Technologies Office within the U.S. Department of Energy (DOE) that Ballard's applications for two grants totaling US$40 million under the Clean Hydrogen Electrolysis, Manufacturing, and Recycling Program have been selected and recommended for negotiation of financial awards. The grants will support Ballard's construction an ...

[ 研Ta 究bl 报e_ 告Titl Re] e search Report 11 Mar 2024 巴拉德动力 Ballard Power Systems (BLDP US) 前景乐观，有望实现盈亏平衡 Scott Darling Axel Leven scott.darling@htisec.com axel.leven@htisec.com [热Ta点bl速e_评yemFleais1h] Analysis [本Ta报bl告e_为sum 3m月a r1y1] 日发布的英文报告的翻译版。 事件 我们预计市场将对巴拉德动力第四季度的业绩反应为负面，该公司报告调整后净亏损为4,890万美元，主要受成本 增加，特别是研发支出增加的影响，支出方面比市场预期更多。该公司预计运营费用为1.45亿至1.65亿美元，资 本支出为5,000万至7,000万美元，略高于该公司此前的预期。扣除非现金库存拨备，第四季度毛利率实现盈亏平 衡，这是公司实现2025财年盈亏平衡目标的一个积极信号。 点评 2024财年指引有限: 公司大致符合其2023财年运营费用指引(1.35亿 - 1.55亿美元)和资本支出指引(4,000万 – 6 ...

Ballard Power Systems Inc. (NASDAQ:BLDP) Q4 2023 Earnings Conference Call March 11, 2024 11:00 AM ET Company Participants Kate Charlton - IR Randy MacEwen - CEO Paul Dobson - CFO Conference Call Participants Rob Brown - Lake Street Capital Markets Aaron MacNeil - TD Cowen Sonia Jane - UPS Dushyant Ailani - Jefferies Jordan Levy - Truist Securities Kashy Harrison - Piper Sandler Vikram Bagri - Citi Capital Brett Castelli - Morningstar Operator Thank you for standing by. This is the conference operator. Welco ...

Ballard Power Systems (BLDP) reported $46.75 million in revenue for the quarter ended December 2023, representing a year-over-year increase of 128.1%. EPS of -$0.16 for the same period compares to -$0.12 a year ago.The reported revenue represents a surprise of +36.17% over the Zacks Consensus Estimate of $34.33 million. With the consensus EPS estimate being -$0.12, the EPS surprise was -33.33%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they co ...

VANCOUVER, BC, March 11, 2024 /PRNewswire/ - Ballard Power Systems (NASDAQ: BLDP) (TSX: BLDP) today announced consolidated financial results for the fourth quarter ended December 31, 2023. All amounts are in U.S. dollars unless otherwise noted and have been prepared in accordance with International Financial Reporting Standards (IFRS). Ballard Power Systems Q4 2023 Results (CNW Group/Ballard Power Systems Inc.) "Our transition to a commercial products company is gaining momentum, with growing market ac ...

Investors are always looking for stocks that are poised to beat at earnings season and Ballard Power Systems Inc. (BLDP) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Ballard Power is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a ...

VANCOUVER, BC, March 5, 2024 /PRNewswire/ - Ballard Power Systems (NASDAQ: BLDP) (TSX: BLDP) today announced an order for 15 megawatts (MW) of fuel cell systems from a UK-based company specializing in renewable off-grid power generation. Ballard expects to deliver 150 x FCmove®-HD+ 100 kW systems beginning in late 2024 and continuing through 2025. The current order of 15 MW of fuel cell systems follows prior cumulative orders for roughly 5 MW of fuel cell systems from this customer, illustrating substantial ...