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Business

Ballard Power Systems' Restructuring Reshapes Investor Outlook as Analysts Fine-Tune Valuation Models

Following its corporate restructuring, Ballard Power Systems (TSX: BLDP) faces a recalibrated investment thesis. Analysts maintain a $1.75 fair value per share, but the underlying assumptions—including a discount rate of 8.28% and projected revenue growth of 21.65%—highlight the ongoing tension between streamlined operations and persistent questions about order visibility in the hydrogen fuel cell sector.

Business

Tesla's Soaring Valuation: Is the Stock Price Detached from EV Reality?

Tesla's stock, a bellwether for the electric vehicle revolution, faces intense scrutiny as valuation metrics signal a significant premium. While long-term returns remain impressive, recent volatility and fundamental analysis raise questions about whether the current price fully accounts for mounting competition and execution risks.

Business

UPS Bets on RFID Tech to Sharpen Competitive Edge in Logistics Race

UPS is equipping all 5,500 of its retail stores with RFID tracking, a significant expansion of its automation drive aimed at improving package visibility and reducing errors. The move highlights the company's focus on operational efficiency as it vies for higher-margin commercial clients in a competitive landscape dominated by FedEx and Amazon.