BLDP Ballard Power Systems Inc. Loading... : Bullish and Bearish Analyst Opinions

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21:00
Sep 10
Clay Magouyrk CEO, Oracle Corporation ORCL Q1 FY27 call
Oracle flagged New Mexico and Wisconsin gigawatt-scale data center sites facing permitting (air permit) and grid-design processes, but stated neither will impact FY27 revenue or earnings guidance; data center construction itself is on track. — Permitting/energy timing risk at large sites is contained, but any slippage is buffered by a diversified site pipeline rather than a single-basket dependency.
BLDP
MED
04:17
Jun 09
Named as a market-cap valuation comparator for FCEL.
Named as a market-cap valuation comparator for FCEL; no directional view expressed on BLDP itself.
BLDP
LOW
19:31
May 21
Daniel Koss Founder, Edelbridge Capital
Author argues fuel cell companies are gaining relevance as Bloom pivots to data centers.
Author argues fuel cell companies are gaining relevance as Bloom pivots to data centers, with FCEL poised for deals and BLDP's pivot seen as unrealistic near term.
BLDP
HIGH
15:15
May 20
contrariancurse Hyperscalers Trader
Author argues Bloom Energy's cost advantage and turbine capacity constraints favor BE over AEP.
Author argues Bloom Energy's cost advantage and turbine capacity constraints favor BE over AEP and other turbine-based competitors.
BLDP
HIGH
15:46
Apr 29
TheValueist Founder, Atlas Peak Research
Short/avoid FCEL/PLUG/BLDP as they face competitive disadvantage against Bloom's scaled.
Short/avoid FCEL/PLUG/BLDP as they face competitive disadvantage against Bloom's scaled, bankable fuel-cell platform for AI infrastructure.
BLDP
HIGH

About BLDP Analyst Coverage

Buzzberg tracks BLDP (Ballard Power Systems Inc.) across 5 sources. 0 bullish vs 0 bearish calls from 5 analysts. Sentiment: evenly split. 5 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Clay Magouyrk, thematictrader, Daniel Koss.