TSE:BB

BlackBerry (BB.TO)

12.68
+0.28 (2.26%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
580 watching
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Investor Insights
star iconJul 21, 2026, 12:00 am

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

BlackBerry, now primarily a software company, particularly in the automotive sector with its QNX operating system, is experiencing a significant transformation. While the stock has seen impressive upward momentum recently, especially with a strong quarterly performance and increased guidance, several experts express caution regarding its high valuation compared to its growth prospects. The stock has transitioned from its legacy business, but it is still viewed with skepticism due to its competitive landscape and mixed feelings about its economic moat. Several analysts highlight the stock's volatility and its status as a 'fallen champion,' needing to deliver consistent results for sustained investor confidence. The general sentiment oscillates between being cautiously optimistic about its current trajectory and wary of potential overvaluation.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
OTEX
HOLD
If you own, she would wait and see. There has to be some value to their patents. Doesn't expect there is a lot of downside at this point.
DON'T BUY
This has a horrible looking chart. It has gone up but feels that is because of announcements. He would want to see moving above $9.
STRONG BUY
Stock is in the long deep teatime. In between the old products and the new products being released. Large subscriber base. Growing in Africa and Asia. Hardware are not going to come until they solve that problem. There will be huge pent up demand. This is the time when people like to pile onto a to a company that is down here. Thinks the company will have a big recovery unless they get acquired.
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.
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