BLDP
Ballard Power Systems Inc.
$5.16
+4.88%
$1.6B
No data for this timeframe.
Vol
Market Cap$1.6B
Cap SizeSmall Cap
Analyst ConsensusSell (0%)
Inst. Holders6 funds
Inst. Value$51.2M
Inst. Activity3 buys / 0 sells
SEC Reports8
Recent Activity
May 27, 2026
short_volume
Short Volume: BLDP — 55.3% short (2.7M / 4.8M)
Short: 2,660,896 | Exempt: 10 | TRF Vol: 4,813,834 | Short Ratio: 55.3% | Off-exchange volume (dark
May 15, 2026
SEC
Ballard Power Systems announced the resignation of two Weichai Power nominee directors following Weichai's sale of appro
6-K — Impact 6/10
May 7, 2026
SEC
Ballard Power Systems announced that Wrightbus has formally selected Ballard's FCmove-SC fuel cell engine for its next-g
6-K — Impact 4/10
May 6, 2026
SEC
Ballard Power Systems announced that Solaris Bus & Coach has selected Ballard's FCmove-SC hydrogen fuel cell engine to p
6-K — Impact 4/10
Inst.
MORGAN STANLEY — DOUBLED
12,793,799 shares ($32.5M)
Inst.
BANK OF AMERICA CORP — DOUBLED
333,775 shares ($847.8K)
Price Targets
$4.52
-4.6% upside
Hold
Current $4.74
Low $2.10
Median $4.25
High $6.50
9 analysts
$2.10
$6.50
Analyst Ratings
0Strong Buy
0Buy
3Hold
4Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 20, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
| May 6, 2026 | TD Cowen | MAINTAIN | Hold → Hold |
| May 5, 2026 | Lake Street | UPGRADE | Hold → Buy |
| Mar 27, 2026 | Wells Fargo | MAINTAIN | Underweight → Underweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.05 ▲ +7.7% | $-0.06 — $-0.04 | 55% YoY | 5 |
| Next Q | $-0.05 ▼ -9.1% | $-0.06 — $-0.04 | 49% YoY | 5 |
| Current FY | $-0.17 ▲ +19.5% | $-0.20 — $-0.14 | 41% YoY | 5 |
| Next FY | $-0.16 ▼ -2.0% | $-0.21 — $-0.11 | 6% YoY | 7 |
Latest Reports
BULLISH
6-K
6/10
Ballard Power Systems announced the resignation of two Weichai Power nominee directors following Weichai's sale of appro
May 15, 2026
NEUTRAL
6-K
4/10
Ballard Power Systems announced that Wrightbus has formally selected Ballard's FCmove-SC fuel cell engine for its next-g
May 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $32.5M | DOUBLED |
| TWO SIGMA INVESTMENTS, LP | $17.2M | DOUBLED |
| BANK OF AMERICA CORP | $847.8K | DOUBLED |
| VANGUARD GROUP INC | $623.0K | NEW |
| WELLS FARGO & COMPANY/MN | $17.4K | ADD |
6 institutional holders with $51.2M total value (20,148,610 shares) as of 2025-Q4. Top holders: MORGAN, TWO, BANK. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 12,793,799 | $32.5M | 63.5% | DOUBLED +129.1% |
| 2 | TWO SIGMA INVESTMENTS, LP | 6,769,185 | $17.2M | 33.6% | DOUBLED +119.3% |
| 3 | BANK OF AMERICA CORP /DE/ | 333,775 | $847.8K | 1.7% | DOUBLED +241.7% |
| 4 | VANGUARD GROUP INC | 244,319 | $623.0K | 1.2% | NEW |
| 5 | WELLS FARGO & COMPANY/MN | 6,830 | $17.4K | 0.0% | ADD +27.7% |
| 6 | FMR LLC | 702 | $1.8K | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 5,583,482 | 12,793,799 | +129.1% | $32.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 97,691 | 333,775 | +241.7% | $847.8K | 2025-Q4 |
| VANGUARD GROUP INC | NEW | — | 244,319 | — | $623.0K | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 2,707,659 | 5,583,482 | +106.2% | $15.2M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 288,589 | 97,691 | -66.1% | $265.7K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 2,565,303 | 5,625,534 | +119.3% | $8.9M | 2025-Q2 |
| MORGAN STANLEY | ADD | 1,823,091 | 2,707,659 | +48.5% | $4.3M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 6,751 | 8,621 | +27.7% | $13.8K | 2025-Q2 |
| VANGUARD GROUP INC | EXIT | 175,506 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 1,793,296 | 2,565,303 | +43.0% | $2.8M | 2025-Q1 |
| MORGAN STANLEY | ADD | 1,072,703 | 1,823,091 | +70.0% | $2.0M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 3,773,521 | 259,163 | -93.1% | $285.1K | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 5,319,907 | 3,773,521 | -29.1% | $6.3M | 2024-Q4 |
| UBS Group AG | DOUBLED | 514,942 | 3,586,187 | +596.4% | $6.0M | 2024-Q4 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
8 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 2 mixed, 5 neutral. Avg impact: 4.4/10.
BULLISH
6-K
6/10
Ballard Power Systems announced the resignation of two Weichai Power nominee directors following Wei
May 15, 2026
NEUTRAL
6-K
4/10
Ballard Power Systems announced that Wrightbus has formally selected Ballard's FCmove-SC fuel cell e
May 7, 2026
NEUTRAL
6-K
4/10
Ballard Power Systems announced that Solaris Bus & Coach has selected Ballard's FCmove-SC hydrogen f
May 6, 2026
MIXED
6-K
5/10
Ballard Power Systems reported Q1 2026 revenue of $19.4M, up 26% YoY, with gross margin improving to
May 5, 2026
MIXED
6-K
6/10
Ballard Power Systems reported Q1 2026 results showing revenue growth of 26% YoY to $19.4M and a pos
May 5, 2026
NEUTRAL
6-K
4/10
Ballard Power Systems is holding its 2026 annual meeting to elect directors, reappoint auditors, and
Apr 24, 2026
NEUTRAL
6-K
3/10
Ballard Power Systems announced the appointment of Ralph Robinett as Chief Operating Officer, effect
Apr 13, 2026
NEUTRAL
6-K
3/10
Ballard Power Systems announced a conference call to review first quarter 2026 operating results, sc
Apr 8, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 9 analysts: 0 strong buy, 0 buy, 3 hold, 4 sell, 2 strong sell.
Analyst Price Targets
$4.52 mean target
-4.6% upside
Hold (2.92)
$2.10 Low
$6.50 High
| Metric | Value |
|---|---|
| Current Price | $4.74 |
| Target Low | $2.10 |
| Target Mean | $4.52 |
| Target Median | $4.25 |
| Target High | $6.50 |
| # Analysts | 9 |
| Recommendation | Hold (2.92) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.05 | $-0.06 | $-0.04 | 55.2% | +7.7% | 1↑ 1↓ | $0.0B | 45.5% | 5 |
| Next Q 2026-09-30 |
$-0.05 | $-0.06 | $-0.04 | 49.3% | -9.1% | 0↑ 2↓ | $0.0B | 13.5% | 5 |
| Current FY 2026-12-31 |
$-0.17 | $-0.20 | $-0.14 | 40.5% | +19.5% | 5↑ 0↓ | $0.1B | 23.3% | 5 |
| Next FY 2027-12-31 |
$-0.16 | $-0.21 | $-0.11 | 5.9% | -2.0% | 4↑ 2↓ | $0.1B | 17.6% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.048 | |
| 7d ago | $-0.048 | |
| 30d ago | $-0.052 | +0.004 |
| 60d ago | $-0.055 | +0.007 |
| 90d ago | $-0.058 | +0.010 |
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 20, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| May 6, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| May 5, 2026 | Lake Street | UPGRADE | Hold | Buy |
| Mar 27, 2026 | Wells Fargo | MAINTAIN | Underweight | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Apr 1, 2023 | 0 | 0 | 3 | 4 | 2 | 0% | |
| Mar 1, 2023 | 0 | 0 | 3 | 4 | 2 | 0% | |
| Feb 1, 2023 | 0 | 0 | 3 | 4 | 2 | 0% | |
| Jan 1, 2023 | 0 | 0 | 3 | 4 | 2 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
Recent Reddit Threads
Buy the dip or not?
▲ 1
💬 1
⚡ 0.5
May 27, 2026
short_volume
Short Volume: BLDP — 55.3% short (2.7M / 4.8M)
Short: 2,660,896 | Exempt: 10 | TRF Vol: 4,813,834 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: BLDP — 57.7% short (5.3M / 9.2M)
Short: 5,326,798 | Exempt: 4,462 | TRF Vol: 9,236,782 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BLDP — 59.9% short (4.1M / 6.8M)
Short: 4,074,716 | Exempt: 31,368 | TRF Vol: 6,804,120 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_interest
FTD: BLDP — 244,550 shares ($1.1M) failed to deliver
Settlement: 20260506, Price: $4.33, FTD Value: $1,058,901.5, BALLARD POWER SYS INC
Apr 22, 2026
short_volume
Short Volume: BLDP — 59.3% short (1.6M / 2.8M)
Short: 1,647,664 | Exempt: 9,346 | TRF Vol: 2,780,223 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: BLDP — 69.5% short (1.0M / 1.4M)
Short: 1,004,189 | Exempt: 130 | TRF Vol: 1,444,120 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: BLDP — 63.1% short (0.7M / 1.1M)
Short: 664,065 | Exempt: 800 | TRF Vol: 1,052,234 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Mar 18, 2026
short_interest
FTD: BLDP — 186,616 shares ($0.5M) failed to deliver
Settlement: 20260318, Price: $2.68, FTD Value: $500,130.88, BALLARD POWER SYS INC