TSE:BB

BlackBerry (BB.TO)

16.13
+1.51 (10.33%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
580 watching
0
Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 12 opinions in the last 12 months.

BlackBerry (BB-T) has undergone a significant transformation from a phone manufacturer to a software-centric company, particularly in the automotive sector, where it is focusing on cybersecurity and autonomous driving technologies. The reviews highlight that the company's recent performance has been strong, with notable achievements in security rollouts and a robust cash flow. However, experts caution that while the technical setup looks positive and there has been a consistent upward trajectory since March, expectations should be tempered due to the company's history as a fallen champion. Some reviews underscore the interesting technology in automotive applications, even as they note the stock's recent uptick might warrant profit-taking. Analysts acknowledge a year-over-year revenue growth of around 15%, but concerns about sustainability and overall market dynamics suggest a wait-and-see approach, with some considering it a more speculative investment.

consensus icon
Consensus
Mixed
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Valuation
Fair Value
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OTEX
SELL ON STRENGTH
Hasn't looked at it in a long time. He has held some at the $6 range and should have sold but did not want to pay capital gains. Does not like it longer term. The story is more interesting but it has been years they have tried to turn around.
WATCH

They just announced a deal with Amazon Web Services. Meanwhile, BB has been working in self-driving cars, which is approaching fruition. Things are interesting. They report earnings next week.

COMMENT

It's had a run since announcing services to Amazon. We have seen a sharp spike up lately. The news has made investors pile into the stock. It might be ahead of itself right now. You could see some volatility on the way up.

DON'T BUY
It is a tech turn around stock. He would be wary of investing in a tech turnaround. You would be better looking in a cyclical industry where the industry is a tailwind.
DON'T BUY
He owned it a few years back but it did not meet his expectations for growth. One day this one will be taken over by one of the larger global tech companies.
BUY
Cybersecurity is a huge growth business, and it has always been BB's strength. It generates cash flow and are making good acquisitions. The slow-down in car production effected BB, but that was temporary. It trades at a reasonable valuation. CEO Chen is moving BB in the right direction. This is an underloved company which had done an amazing pivot.
BUY
He still has a Blackberry and is waiting to buy the new one coming out in 2021. He is seriously considering the stock as they are starting to get traction. They are in a position to catch the wave of all the technology outsourcing that is going on.
TOP PICK

They just struck a deal with the US Air Force. BB is highly undervalued and the most unloved Canadian tech company, purely specializing in security. They have several recurring revenue streams, including enterprise security, their core business, and car security that serves 175 million autos. They don't get investor love because they missed guidance a few times and a few shareholder have filed complaints about the board. He expects changes to the board. This explains the current stock hit. A great acquisition candidiate for a big tech company like MSFT. (Analysts’ price target is $5.49)

TOP PICK
Auto and security software. QNX was a drag on them this year, plus execution issues. Tremendous transition, but not reflected in the stock price. Refinanced convertible debt. Cheap way to play growth and internet security technology. No dividend. (Analysts’ price target is $7.27)
DON'T BUY

Handset's interesting, but how many people are going to go back to that? iPhone and Google are more competitive. So many other tech companies out there that are better. Just move on. There are better spots for your money.

DON'T BUY
He was a major shareholder many years ago. He's looked at the stock since then. They make cybersecurity, but there's so much competition here which limits their profits. He'd like to see a reason to invest in BB, but is still waiting.
DON'T BUY
An outlier among tech stocks, in a downtrend while tech is rising. Company transition has not been smooth, making less money and management pay is egregiously high. There are better tech stocks elsewhere.
SELL ON STRENGTH

He believes there are better opportunities. OTEX-T is a more interesting company. If you have made money then it is time to move on.

PAST TOP PICK
(A Top Pick Jun 03/19, Down 33%) Bell announced a deal with them today. The threat of cybersecurity has increased as more people work from home, and BB is the leader is enterprise security software. BB also leads in car entertainment and driver assistance software. They are a pure software play now with $1-billion in revenues, mostly recurring. He doesn't expect Fairfax to buy BB, but thinks there is a shareholder review now to enhance shareholder value. He feels BB is grossly undervalued. Trades at a low 2.5x revenues. BB boasts recurring revenues and high margins, too.
WAIT

FFH buying BB? He thought the rumour of FFH buying BB created a lot of volume, which made him suspect. BB has a lot of automotive exposure, which hold back their recovery post-pandemic. BB has a cyber-security division that may lead to some opportunities.

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