-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將目標價從3.00美元上調至4.70美元，採用13倍市銷率，基於我們預測的2026年每股收益0.36美元。我們將2026年每股虧損預期從-0.23美元調整為-0.19美元，並將2027年每股虧損預期從-0.15美元調整為-0.11美元。 BLDP公佈的2026年第一季營收為1,940萬美元，年成長26%，主要得益於鐵路（成長4,472%至510萬美元）和固定電源（成長775%至520萬美元）的強勁成長，但由於交貨時間和歐盟資金延遲，公車營收下降46%至680萬美元。第一季業績顯示出令人鼓舞的指標，我們看到與Wrightbus和Solaris就下一代氫燃料電池公車平台達成的重大設計合作以及與New Flyer簽署的多年期50兆瓦協議，都預示著業績增長的潛力。然而，其不斷下降的訂單積壓仍然令人擔憂。過去12個月的訂單總額下降了2%至5,280萬美元，而總訂單積壓下降了5%至1.129億美元。我們讚賞其毛利率的改善趨勢，這反映出其成本削減計劃的成功實施。
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