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 shown a notable transformation from its origins as a phone manufacturer to a software-focused company, particularly in the automotive sector. Experts cite the company’s advancements in embedded auto software and cybersecurity as key drivers behind its recent growth. The stock has seen a significant surge in value, marking a 52-week high, with analysts highlighting improvements in revenue, margins, and cash flow. However, concerns remain regarding its status as a 'fallen champion' and the sustainability of its growth trajectory. While some view it as a speculative play with potential upside, others suggest taking profits or being cautious before committing further, due to its mixed fundamentals and the volatility of its stock performance.

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Consensus
Mixed
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Valuation
Fair Value
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OTEX
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.
DON'T BUY
He has been waiting for improvements and the earnings have still not improved. Technically it has failed support and now he looks for $9 soon.
WAIT
He can not endorse this company right now. It looks like a good company but does not see a lot of financial disclosure regarding their recent acquisition. It does seem to make strategic sense. He has to wait to see what happens.
DON'T BUY
John Chen is making a big move to take BB into the cybersecurity space. During this pulback, he'd rather look at other tech names--or not buy any tech at all.
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