TSE:BB

BlackBerry (BB.TO)

16.13
+1.51 (10.33%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
580 watching
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Investor Insights
star iconJun 27, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

BlackBerry has shown a significant transformation from its origins as a phone manufacturer to a strong player in the software industry, particularly focusing on automotive technology and cybersecurity. Experts have noted the company's recent outstanding quarterly results and improved guidance, which has spurred investor interest and driven the stock price higher. However, despite the positive momentum, concerns remain about the sustainability of growth, with many analysts urging caution and recommending profit-taking after the stock's rapid ascent. The consensus leans towards the potential for ongoing development in key areas like AI and robotics, but the stock is also seen as speculative. Overall, while BlackBerry has useful technologies and is showing positive trends, experts suggest a wait-and-see approach before making long-term commitments.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Fair Value
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Similar
NOK, NOK
COMMENT
Feels they need to vocalize a plan that the street will buy. The analytical community has backed away from this. No one really knows how much the patents are worth or how much the ongoing business is worth. They have a box and security business but how big is it?
COMMENT
Put on RIM: How quickly will the time value of the option erode, you ask yourself. The trend is your friend.
SELL
This is an ugly story, especially after a day like today where everything else in the world was moving up except for this one. The trend is down and there is no sign of basing.
DON'T BUY
Doesn't pay a dividend. Doesn't think that anyone really has the answer on this one. In a kind of death spiral.
COMMENT
With the old management gone, can they re-invent themselves the way IBM did in the past? Challenges are a bit different in that there are more formidable competition than IBM had faced. Management is trying to execute on the plans of previous management by bringing the Blackberry 10 out.
DON'T BUY
Trading at patent value. Patents are probably worth what the stock is trading at. Company is telling us that their devices are finished at these levels. Thinks it is in runoff mode.
DON'T BUY
Very cheap at less than 4X PE but on a forward PE is trading at 20 times. Operating margins and market share are deteriorating over time. Wouldn't go Short or Long.
WATCH
Sum of arts may be more than the value of the company. Patents, subscribers. Investment bankers looking at it. Will be shopped around the street. There could be a takeout bid. He is interested because it still looks like a value play.
DON'T BUY
Was a glamour story. Suffered due to Apple. Ultimately it has fallen so far that it will be sold.
WATCH
Has no idea if the rumour about a buyout will come true. It is possible someone may come in. Great patents and 2 Billion in cash. He has looked closely at buying it. There is a possibility of the Blackberry 10 doing very well. Look at it later in the year.
WATCH

(Market Call Minute.) At its lowest since 2003. New CEO has to be an improvement on the somewhat dysfunctional leadership that we saw over the last couple of years. Wait to see if they can get the new product right.

HOLD
A lot is going to depend on the BB10, which certainly did not get off to a great start a couple of weeks ago on its release in the show. Has been a great disappointment and you would have to rate it as a speculative buy at the moment.
DON'T BUY
The big question is, are they going to survive. He sold his holdings last year.
HOLD
He owns some at a client’s direction. Stock looks extraordinarily cheap. Can't believe this company will just disappear. Earnings are still coming in. Still have very good penetration in the far East. He expects somebody will make an offer in the low to mid $20's.
HOLD
(Market Call Minute.) A very speculative Hold.
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