BLDP Ballard Power Systems Inc.

$BLDP With a new CEO and the GeoPura acquisition, $BLDP is now an EaaS provider, but we need a few decent orders to make the share dilution worth it. Stay hopeful that this true fuel cell company will become relevant for producing and storing electricity in a complex, demanding energy environment. GL

$BLDP – major strategic upgrade: Ballard has completed the acquisition of GeoPura, transforming itself from primarily a fuel-cell manufacturer into a vertically integrated hydrogen energy solutions provider. GeoPura brings 500kW Hydrogen Power Units, green hydrogen production, logistics and an Energy-as-a-Service model. Ballard can now capture value across a much larger part of the hydrogen chain instead of selling fuel-cell modules alone. The deal strengthens its position in Europe while opening additional opportunities in North America and stationary power markets. For me, this makes $BLDP significantly more interesting versus pure-play peers. If hydrogen demand accelerates, Ballard could increasingly compete for larger integrated projects alongside names such as $PLUG, $BE and $FCEL. This could be a real turning point for Ballard’s growth story.

$BLDP is showing increasingly bullish momentum. The stock has rebounded from the $2.20 area toward $2.50, with improving volume suggesting renewed buying interest. A sustained breakout above $2.50–$2.55 could open the door toward $2.70 and potentially the key $3.00 level. The fundamental picture is also improving. Q2 revenue rose 15% YoY to $21M.X, gross margin reached 20%, and the order backlog climbed to roughly $157M. Ballard also secured a 15 MW stationary-power order for fuel-cell modules used in construction, events, critical infrastructure and other off-grid applications. The GeoPura acquisition further expands Ballard into hydrogen production, logistics and Energy-as-a-Service, while the new FCmove-XD 150kW platform targets trucks, buses, rail and stationary power. Overall, the setup looks far more constructive than a few months ago, with improving fundamentals now supporting the technical recovery. Peers to watch: $PLUG, $BE, $FCEL,

$BLDP Come on Ballard, let's go! Those $4.90 shares I bought aren't looking all that hot today. With the acquisition of GeoPura, I was hoping to see the stock price start heading back up. I thought $4.90 was a nice dip and then....LOL

$BLDP I’m becoming increasingly positive on Ballard Power. The key point for me is that the operational picture is finally improving: revenue growth is returning, margins are moving in the right direction and the company is showing better cost discipline. The GeoPura acquisition could also be a major strategic step, giving Ballard more exposure to complete hydrogen power solutions and potentially recurring service revenue instead of relying mainly on fuel-cell hardware sales. Another important positive is that the major dilution linked to the GeoPura deal has now largely been completed. Around 49.6 million new shares have already been issued, meaning this major overhang is essentially behind us. Some minor dilution from RSUs may still follow, but the big transaction is done. If Ballard keeps executing, I see meaningful upside potential. In the broader clean-energy and industrial-transition space, I also watch $LIN, $APD and $CMI as major companies with significant hydrogen exposure.

$BLDP I’m loving the way this plummeted all the way down to smack that ten year support line at the bottom. We should see some momentum build rather quickly here. Three easy!

$BLDP Hydrogen revolution baby, fuck diesel! "We’re making real progress on the Lower Thames Crossing, and our ambition to make this the greenest road ever built in the UK means we’re cutting carbon on a scale that hasn’t been tried before. By putting these zero-emissions machines to work, we’re showing that the construction industry can break its reliance on diesel and these innovative low-carbon approaches can become normal practice on projects across the UK.”

$BLDP I guess we just have to hang on until the whole world realizes that advances in powerful technology and alternative energy sources are synonymous. Clean is just gravy.

$BLDP BLDP Ballard Launches Fleet360 Lifecycle Services for FCmove-HD+ Fleets Ballard unveiled Fleet360 at APTA TRANSform & EXPO 2026 in Chicago for new North American FCmove-HD+ module sales — FCpulse monitoring, parts, training, refurb, and FCcare+ power-output guarantee up to 250,000 miles.

$BLDP "That’s the way hydrogen operates in this ecosystem. We take renewable energy, store it as hydrogen, move it to where it’s needed and use it to generate clean power.” Marty: “And this is happening against a backdrop of enormous growth in electricity demand. The infrastructure build-out associated with data centres and AI is constraining the energy system. Even with huge amounts of renewable generation coming onto the supply side, businesses are finding it harder to access additional power where and when they need it." YES!

$BLDP Annoying how it couldn't hold any momentum from that 2 > 6.5 swing in June, but here we are. Sold a bit at 6, but still holding a core position and hope to see some recovery soon.

$BLDP At this rate, with this government, we are going to be standing in line at the Shell station wearing our antigravity jetpacks.

$BLDP looks like declinig backnorders and no government subsidies Hydrogen wont take off Dead money