TSE:BB

BlackBerry (BB.TO)

12.68
+0.28 (2.26%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
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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
COMMENT
Wouldn't be a buyer at this level but could see it under $13 and possibly under $15. Good balance sheet plus $1 billion in the bank. No debt. Making money. Has a lot of potential.
DON'T BUY
Hand set business is bad business. Over a number of years, the leadership changes. Too unpredictable.
BUY ON WEAKNESS
170% upside. He would own a little bit. He thinks it has to go down and re-test its lows. Buy it at $13.
TOP PICK
There are lots of reasons why this company should be coming out with lots of good news.
PAST TOP PICK
(A Top Pick March 29/11. Down 69.86%.) Almost had this as a Top Pick but the next 2 quarters could still be tough. Trading at 4X earnings. He will add to his holdings on any weakness.
PAST TOP PICK
(A Top Pick March 15/11. Down 71.41%.) Got stopped out.
PAST TOP PICK
(Top Pick Feb 22/11, Down 74.94%) sticking with it. Likes changes they made. It is a bet on QNX.
COMMENT
This is a tough call. Not a growth stock but more of a good value stock trading at very deep discount to normal valuations. The problem is that growth is decelerating very quickly. Have a couple of very tough quarters coming forward. Product line-up is weak right now.
WAIT
He would hold it but not buy it. He wants to see how the new team works, what they will focus on going forward. They have a great franchise, new operating system so he is not despairing about the company.
HOLD
He averaged down when it was in the 20’s. Has clients that do like this stock. Multiple is incredibly low. Off shore markets are doing better. He keeps hoping that someone will stop up and throw some money on the table. Thinks they have to get bought out for $25. No dividends, but earnings are still coming in. They have a good product. They are adding more apps.
COMMENT
The problem is that the market share has just collapsed on them versus Apple (AAPL-Q). Assets and cash on the balance sheet is probably worth in the $12-$15 range so as a strategy to enter at this point is not so bad.
BUY ON WEAKNESS
This is a stock he has been interested in for quite a while. Would like to see it at $15. They are now talking about changes at the top and a possible sale to Samsung in South Korea. (Samsung has denied any interest in this company.) Stock has potential to go up quite a bit. Have lots of cash, no debt and some good products.
SELL
Could be a turn around story but he describes it as a barbell. Wait of technology on one end that was not well marketed and on the other side is the potential for them to come out with a new technology that is really good and well received. Sold it in late November.
TOP PICK
Gradually ratchets itself up as they make nice noise. They make no more mistakes and analysts have to start nervously adjusting their estimates upwards day by day. Speculative pick, very high risk.
DON'T BUY
Does not own it, did briefly at $40. Held for about a week. The problem is that he does not know who to compare it with. They are quite unique. Wonderful run and then… The two CEOs’ interest got diverted and they took their eye off the ball at exactly the wrong moment, as the world was getting quite competitive. They are a victim of their own success.
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