Ballard Power Systems Inc.
No SEC Form 4 filings for $BLDP in the last 30 days.
See all $BLDP insider activity →A 13F filing for Situational Awareness (Leopold Aschenbrenner) shows large June end holdings in AI-related stocks including Sandisk, Micron Technology, Bloom Energy, Taiwan Semiconductor Manufacturing, and Nebius Group, plus $745m in CoreWeave. These names fell sharply in July, contributing to a liquidity crunch and forced sales to Citadel. Sandisk -47%, Micron -29%, CoreWeave also hit.
Ballard Power Systems (BLDP) reported Q2 2026 revenue of $20.6 million, up 15% year over year, with gross margin at 20% and a net loss of $20.3 million. Adjusted EBITDA was -$9.8 million. Cash was $502.1 million. Ballard also announced a definitive agreement to acquire GeoPura for GBP 275 million and expects profitability by end-2027.
Canadian analyst updates reported 139 rating changes, including 77 target price increases, 15 decreases, 3 upgrades, and 44 unchanged. Optimism was strongest in tech, financials, industrials, energy, infrastructure, and REITs, with selective cuts in mining and other sectors. Examples include TD raising ADENTRA to $46 and Shopify to $175, while National Bank cut Ballard Power to $4.50.
Over the past 7 days, alphai's AI scored 1 news story mentioning BLDP (Ballard Power Systems Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent BLDP coverage spans financial news, earnings and mergers & acquisitions.
AI-bet read-through into power/energy infrastructure names: BLDP’s July drawdown is presented as part of the same unwind.
The earnings call combines a fresh M&A catalyst (GeoPura acquisition) with improving profitability metrics and updated 2026 operating expense and capex guidance.
Target reduction suggests slightly lower expectations, but rating remains unchanged.
The article frames BLDP as facing persistent profitability pressure, alongside bearish technicals and heavy volume, which can sustain downside risk.
High installed-base share in Germany is a concrete operational datapoint that can support demand visibility for Ballard’s fuel cell stack business.
alphai scores every news story that mentions BLDP with an AI model for sentiment and relevance, and aggregates insider trades from Ballard Power Systems Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
A 13F filing for Situational Awareness (Leopold Aschenbrenner) shows large June end holdings in AI-related stocks including Sandisk, Micron Technology, Bloom Energy, Taiwan Semiconductor Manufacturing, and Nebius Group, plus $745m in CoreWeave. These names fell sharply in July, contributing to a liquidity crunch and forced sales to Citadel. Sandisk -47%, Micron -29%, CoreWeave also hit.
6 min readBallard Power Systems (BLDP) reported Q2 2026 revenue of $20.6 million, up 15% year over year, with gross margin at 20% and a net loss of $20.3 million. Adjusted EBITDA was -$9.8 million. Cash was $502.1 million. Ballard also announced a definitive agreement to acquire GeoPura for GBP 275 million and expects profitability by end-2027.
14 min readCanadian analyst updates reported 139 rating changes, including 77 target price increases, 15 decreases, 3 upgrades, and 44 unchanged. Optimism was strongest in tech, financials, industrials, energy, infrastructure, and REITs, with selective cuts in mining and other sectors. Examples include TD raising ADENTRA to $46 and Shopify to $175, while National Bank cut Ballard Power to $4.50.
4 min readBallard Power Systems (BLDP.TO) reported Q2 2026 results on July 31, 2026 amid ongoing profitability challenges, with a profit margin of -72.8%, according to the company. The stock closed at C$3.73, down 8.58% for the week and 26.57% over the past month, reflecting investor sentiment and technical weakness versus its moving averages.
3 min readThe article reviews green hydrogen pathways, focusing on biomass-to-hydrogen and plastic waste-to-hydrogen, and cites studies from Yale, Columbia and Ewha Womans University (Nature) and a Korea/UC team (PNAS). It also highlights fuel-cell vehicle deployments, including Bosch fuel cell bus trials in Spain, MAN’s Germany road test, Ballard’s Germany bus count, and US projects involving Bosch Rexroth, SamTrans, and Clean Energy Fuels’ $27.5 million OCTA contract.
7 min readBallard Power Systems (BLDP) shares rose 4.3% pre-open after it reported Q2 2026 revenue of $21M, up 15% YoY, and gross margin of 20%. The company agreed to acquire GeoPura for £275M, targeting 2026 close, and cited about $25M annual EBITDA synergies. Order intake was $64M, backlog $157M, and cash $502M.
4 min readBallard Power Systems reported 15% year-over-year revenue growth to $20.6 million, with gross margin rising to 20%. It said order backlog increased 38.8% sequentially. The company also outlined a planned GeoPura acquisition intended to expand recurring revenue and support profitability by 2027, according to its SEC 6-K filing.
1 min readBallard Power Systems reported H1 2026 results. Product and service revenue rose to $40.0M from $33.2M in H1 2025, while gross margin improved to $6.8M from a loss of $5.1M. Net loss narrowed to $31.7M from $45.3M. The company also reported cash of $502.1M at June 30, 2026.
4 min readBallard Power Systems (BLDP) reported Q2 2026 results, missing both earnings and revenue. The company said it completed a $275 million acquisition of GeoPura and posted a fourth straight quarter of positive gross margins. Management indicated a shift toward recurring service revenues and profitability by end-2027.
2 min readBallard Power Systems (BLDP) reported a Q2 loss of $0.07 per share, compared with a FactSet estimate for a $0.04 loss. The article notes the loss narrowed slightly and that revenue rose, citing market updates published July 31, 2026.
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