Latest news with #BallardPowerSystemsInc
San Francisco Chronicle
06-05-2025
- Business
- San Francisco Chronicle
Ballard: Q1 Earnings Snapshot
BURNABY, British Columbia (AP) — BURNABY, British Columbia (AP) — Ballard Power Systems Inc. (BLDP) on Tuesday reported a loss of $21 million in its first quarter. The Burnaby, British Columbia-based company said it had a loss of 7 cents per share. The results exceeded Wall Street expectations. The average estimate of six analysts surveyed by Zacks Investment Research was for a loss of 12 cents per share. The fuel cell technology company posted revenue of $15.4 million in the period, which fell short of Street forecasts. Six analysts surveyed by Zacks expected $17.5 million.
Yahoo
08-04-2025
- Business
- Yahoo
Is Ballard Power Systems Inc. (BLDP) the Best Hydrogen Stock to Buy According to Billionaires?
We recently published a list of . In this article, we are going to take a look at where Ballard Power Systems Inc. (NASDAQ:BLDP) stands against other best hydrogen stocks to buy according to billionaires. As the global push toward clean energy and decarbonization gains momentum, hydrogen stocks are seeing a renewed interest from institutional investors and billionaires. With recent advancements in hydrogen technology, this once speculative energy source is now looking like a solid investment opportunity in the clean-energy sector. The World Energy Transitions Outlook 2025 highlights that annual deployment of over 1,000 GW of renewable power is needed to stay on a 1.5°C pathway. Hydrogen is expected to play a key role in the decarbonization of end uses and the flexibility of the power system. Investment needs for clean hydrogen and derivatives are projected at $1.1 billion per year to meet global transition requirements. An IEA 2025 Report noted that the global energy demand rose by 2.2% in 2024 – a faster-than-average rate. This reiterates the fact that the demand for alternate sources of energy is still on the rise. More investors are looking for long-term growth opportunities in emerging sectors but are restricted by the ever-fluctuating interest rate expectations and evolving energy policies. Within these dynamics, policymakers and corporations are looking at hydrogen adoption more favorably. According to Grand View Research, the industry is projected to hit a staggering $317.39 billion by 2030, expanding at a healthy 9.3% CAGR. After a challenging 2023, fraught with high interest rates and investor skepticism leading to a sector-wide decline in clean energy stocks, hydrogen stocks have made a recovery in 2024. The Global Hydrogen Index has gained 4.86% in U.S. dollar terms, signaling a comeback. The finalization of hydrogen tax credit guidelines could be seen as a key catalyst. Barron's has noted that with the 45V tax credit offering up to $3 per kilogram for clean hydrogen, investment in the sector is getting a much-needed boost. Compared to wind and solar energy, hydrogen has had smoother sailing due to direct government support and increasing private sector interest. In 2025, expanding industrial applications are likely to fuel hydrogen stocks. With research and technological advancements easing production and storage, costs and scalability can be massive improvements. Furthermore, the growing interest in hydrogen infrastructures in the U.S and Europe can bring in growth for the best hydrogen stocks. Of course, the challenges remain. Despite strong momentum, hydrogen stocks are faced with strong cost competitiveness and regulatory uncertainty. Green hydrogen is still relatively expensive compared to fossil fuels, even with the declining costs. Stricter lifecycle emissions requirements for qualifying hydrogen progens under the 45V tax credit are likely to lead to an adoption slowdown. Also, geopolitical uncertainties pose additional risks within supply chains. While not entirely free of challenges, there is no denying the rising interest in the industry. Its vast potential has attracted major investors like Bill Gates and Jeff Bezos, who are backing a startup focused on harnessing expertise from the hydrocarbon sector to capitalize on the burgeoning hydrogen market, now termed a 'white gold rush' by analysts. In a growing global hydrogen economy, some of the best hydrogen stocks are in a position to create great value. We used Insider Monkey's exclusive database of billionaire stock holdings to arrive at our list of best hydrogen stocks to buy according to billionaires. Firstly, we have screened the top hydrogen stocks included in notable industry ETFs. We have then selected the 10 best stocks to buy based on the highest number of billionaire investors, updated as of Q4 2024. For the stocks with the same number of billionaire holdings, we have used the total value of billionaire holdings as a secondary metric to rank the stocks. Billionaires are founders or managers of some of the world's leading hedge funds and companies. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). An industrial facility floor with employees walking around PEM fuel cell applications. Number of Billionaires: 4 Ballard Power Systems Inc. (NASDAQ:BLDP) designs and manufactures hydrogen fuel cell systems for heavy-duty applications including buses, trucks, rail, marine, and stationary power. The company also provides services such as technology solutions and training. It is among the best hydrogen stocks to monitor. In April 2024, Ballard Power Systems Inc. (NASDAQ:BLDP) signed a landmark Long-Term Supply Agreement with Solaris, a top European bus manufacturer, to deliver 1,000 hydrogen fuel cell engines through 2027. This marks the largest engine order in Ballard's history. In March 2025, Solaris deployed the first phase of a 137-bus fleet in Bologna and Ferrara, Italy, all powered by Ballard technology. In February 2025, Ballard Power Systems Inc. (NASDAQ:BLDP) entered a strategic partnership with Vertiv to develop a zero-emission UPS system for data centers, using Ballard's fuel cell systems for uninterrupted power supply. Financially, Ballard Power Systems Inc. (NASDAQ:BLDP) reported an FY 2024 revenue of $69.7 million, down 32% year-over-year, with a net loss of $323.5 million, widening significantly from 2023. Despite this, analysts see potential upside. Of 16 analysts covering the stock, 75% rate it a Hold, with a median price target of $1.50, suggesting a 38.9% upside from current levels. Ballard remains a long-term clean energy play backed by strong partnerships and growing traction in global hydrogen adoption. Overall, BLDP ranks 9th on our list of best hydrogen stocks to buy according to billionaires. While we acknowledge the potential of BLDP, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than BLDP but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
10-02-2025
- Business
- Yahoo
Ballard Power Systems Inc.'s (TSE:BLDP) top owners are retail investors with 56% stake, while 28% is held by institutions
Ballard Power Systems' significant retail investors ownership suggests that the key decisions are influenced by shareholders from the larger public A total of 25 investors have a majority stake in the company with 39% ownership 28% of Ballard Power Systems is held by Institutions Every investor in Ballard Power Systems Inc. (TSE:BLDP) should be aware of the most powerful shareholder groups. And the group that holds the biggest piece of the pie are retail investors with 56% ownership. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn). Meanwhile, institutions make up 28% of the company's shareholders. Large companies usually have institutions as shareholders, and we usually see insiders owning shares in smaller companies. In the chart below, we zoom in on the different ownership groups of Ballard Power Systems. See our latest analysis for Ballard Power Systems Many institutions measure their performance against an index that approximates the local market. So they usually pay more attention to companies that are included in major indices. As you can see, institutional investors have a fair amount of stake in Ballard Power Systems. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Ballard Power Systems' earnings history below. Of course, the future is what really matters. Ballard Power Systems is not owned by hedge funds. Looking at our data, we can see that the largest shareholder is Weichai Power Co., Ltd. with 15% of shares outstanding. For context, the second largest shareholder holds about 5.9% of the shares outstanding, followed by an ownership of 2.6% by the third-largest shareholder. A deeper look at our ownership data shows that the top 25 shareholders collectively hold less than half of the register, suggesting a large group of small holders where no single shareholder has a majority. Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too. While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves. Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances. Our information suggests that Ballard Power Systems Inc. insiders own under 1% of the company. It appears that the board holds about CA$1.1m worth of stock. This compares to a market capitalization of CA$593m. We generally like to see a board more invested. However it might be worth checking if those insiders have been buying. The general public -- including retail investors -- own 56% of Ballard Power Systems. With this amount of ownership, retail investors can collectively play a role in decisions that affect shareholder returns, such as dividend policies and the appointment of directors. They can also exercise the power to vote on acquisitions or mergers that may not improve profitability. It appears to us that public companies own 15% of Ballard Power Systems. We can't be certain but it is quite possible this is a strategic stake. The businesses may be similar, or work together. While it is well worth considering the different groups that own a company, there are other factors that are even more important. Consider risks, for instance. Every company has them, and we've spotted 1 warning sign for Ballard Power Systems you should know about. If you would prefer discover what analysts are predicting in terms of future growth, do not miss this free report on analyst forecasts. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
