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TSE:BB

BlackBerry (BB.TO)

11.53
-0.44 (3.68%)
as of Aug 28, 2026, 3:32:22 pm Market Open.
580 watching
0
Investor Insights
star iconAug 28, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

BlackBerry (BB-T) is undergoing a transformation from a phone maker to a software-focused company, particularly in the automotive sector with its QNX operating system and cybersecurity offerings. While recent performance has shown improvements, with revenue growth and increased guidance, experts remain mixed on the stock's future potential. Some analysts highlight the company’s niche in high-end encryption and automotive software applications, while others are cautious about its valuation and long-term growth prospects. Overall, there is a sense of volatility with the stock, along with concerns regarding its economic moat and sustainability of growth, leading to a general wariness despite some positive trends. A few experts see potential for continued growth if the company can maintain recent momentum and deliver consistent results.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Overvalued
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Similar
OTEX
WATCH
He has not been a fan of this name because of the swing in the valuations. However, this quarter looks very good. Looks like the turnaround maybe gaining some traction. They got a lot of business from the financial services sector this quarter.
DON'T BUY
They've evolved effectively into a security software company with good contracts with car and U.S. government clients. The stock price is reflecting this good news, but its multiple is too high for him.
WATCH

This is a company where the valuation is still quite high based on a turnaround. The problem is that their technologies are still quite early stage. (Analysts' price target: US$9.65)

COMMENT
They should change their name. He likes what they're doing. It's holding at its current resistence level. It's range-bound and the stock needs to show him that it can break out.
BUY ON WEAKNESS
He follows it. They've been doing quite well, having transitioned to software where they are doing well. Hold or buy on dips.
BUY ON WEAKNESS
He did own it and took profits. Buy this in the low-$8's. ($8.74 today) Investors love it for its IP and their interest in self-driving cars.
WATCH
He supports what management is doing to shift focus into encryption and the auto market. Margins are going up. It is still a 3-5 year process. A decent little company -- not his favorite tech stock.
SELL
They have been in a multiyear transition. He has never believed they could right the ship. He is short. They have a good balance sheet but are having a tough time. Negative return on equity.
COMMENT
There'll always be competition in the tech world, including tech security where BB is moving into. But the issue with BB--the CEO has done a great job moving the company in a new direction--is whether they execute. It takes time to see this move come to fruition. The CEO has executed well. It's hard to tell their future, but it's certainly on this new trend.
DON'T BUY
They have hope for a bunch of new products. There is heavy competition with slow growth. He prefers OTEX-T, FB-Q, or GOOGL-Q.
RISKY

This is an aggressive trade. He thinks it might be worth $17 in the near future. (Analysts’ price target is $12.85)

WATCH
He has never owned it. They changed the business so much and he wonders if they can turn this into a turnaround story. He is cautious.
DON'T BUY

It has transitioned out of hardware into software. They have a lot of cash and they make software acquisitions. There is not enough visibility in their top line growth yet.

COMMENT
This is an interesting name in that it is a bit of a US darling. There is not a lot of Canadian fund managers that own BB-T. The Americans think of it as a play on technology in the automobile. QNX is going to be THE solution in terms of security. If that does not work out, they will probably be acquired.
COMMENT
They've done a great job transitioning into car software. It's still in turnaround and the stock is a little expensive. BB is getting there and doing well, but there's still a lot of work ahead. Too early to tell.
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