TSE:BB

BlackBerry (BB.TO)

12.40
-0.20 (1.59%)
as of Jul 20, 2026, 8:00:00 pm Market Open.
580 watching
0
Investor Insights
star iconJul 20, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

BlackBerry, once a major player in the phone market, has undergone a transformation into a software-centric company focusing on cybersecurity and automotive technology. Experts note that the QNX operating system plays a significant role in its growth strategy, being embedded in millions of vehicles globally. Recent financial results have been strong, with increased guidance indicating potential for accelerated growth. However, there are concerns regarding its valuation, with many analysts suggesting the stock appears overvalued given its single-digit growth rates and fluctuating performance. Volatility is a recurring theme among reviewers, and while some see potential, they urge caution and recommend profit-taking due to the stock's elevated price levels.

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Consensus
Cautious
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Valuation
Overvalued
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OTEX
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.
HOLD
He has faith in John Chen because Mr. Chen has done turnarounds before. The reason BB-T came down so far is due to the market. When the market turns, this stock can turn around more quickly and move up by leaps and bounds. It has debt but have deep pockets.
DON'T BUY
The CEO has made good moves, but he hasn't said how he'll grow their topline. Also a general pullback in U.S. tech means better stocks to buy elsewhere, stocks that boast better growth.
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