TSE:BB

BlackBerry (BB.TO)

16.13
+1.51 (10.33%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
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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 (BB-T) has seen a significant transformation from a phone manufacturer to a software-focused company, particularly in the automotive and cybersecurity sectors. Recent earnings reports have shown improved results and increased guidance, suggesting potential for accelerated growth, particularly in QNX software. However, while there are positive indicators such as a 15% year-over-year revenue growth and an expanding PE ratio, some experts caution about the stock being a fallen champion with volatile performance. Notably, the stock has hit its 52-week high and may experience a healthy pullback, prompting suggestions for profit-taking. Overall, while the technology and software offerings in automotive applications are promising, sustainability in growth remains a concern for many analysts.

consensus icon
Consensus
Mixed
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Valuation
Fair Value
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Similar
OTEX
BUY
Fallen to about 1.5X Book Value. ROE, even with severely cut back earnings, is still better than 20%, so it is getting fairly cheap. The real concern is the long term survivability against its competition. Now a trading stock, Not a Buy and Hold.
COMMENT
Key problem is the speed of getting technology into the market place. QNX technology is fine, but the space and speed of it is the problem. Statistically it is as cheap as you can imagine. Possibly it is a take-over target. Next earnings report is Sept 16th. He took his weight down to half before the last call.
PAST TOP PICK
(A Top Pick July 8/10. Down 46.73%.) His model price is $70.98. iPhone 5 is coming out. If the news gets really bad he thinks this will go down to $20.
PAST TOP PICK
(A Top Pick June 23/10. Down 56.84%.) Stock appears to have bottomed out in the last 2 to 3 weeks but there is still work to be done.
DON'T BUY
Would avoid this stock completely. There are way too many down gaps. (A gap is where a stock has a substantial price movement.) Doesn't think everybody that wants to sell it have sold it yet. Wouldn't be surprised to see it trading down around $25 in the next couple of months.
HOLD
If you own, let a little more water go under the bridge and see if you can get some kind of product mix catalyst for the upside. If you are going to Sell wait for some form of a rally first.
DON'T BUY
In a difficult transition. Stock could move up as they roll out Blackberry operating system #7. Expecting to introduce quite a few new products in late August, which could help. They hope to have the QNX kernel out early next year and if it looks like it is on time it could continue to hold in. Longer term they have to address the issue of their competition.
DON'T BUY
Loves devices, but he has to see numbers that were pointing to something better, but over the last year things changed. They have fallen behind on the numbers. Over the last few months the stock price was telling you there was an issue. They have a big challenge – they haven’t caught up to the first iPhone. It’s hard to make money in a ‘value’ technology stock.
DON'T BUY
He sold RIM just below $44 as this was his stop loss. They are an enterprise company and are trying to be a retail company. Consumers want a lot of apps and so on and they weren’t able to accomplish this. This is the whole issue with RIM. They are not used to coming up with consumer products.
COMMENT
Trading at about 4.5X forward price-earnings so he is now starting to look at it. Some of the rumours about it being taken over is possible at this price. Outside of North America, the market is quite firm for them. (His company has an Outperform on this stock.)
DON'T BUY
Given what we have seen Nokia go through, it is far from clear that this company may not be a value trap. Would prefer Apple (AAPL-Q).
HOLD
Just reported a very disappointing quarter and all of the bad news was immediately reflected in the stock price. Didn't sell her position. They need to get product out there. Sentiment is very negative. More than $5 per share in cash. Still has 60 million subscribers and about 25% of the US smart phone market share so there is still value.
COMMENT
Getting to the point now where it has been oversold. There are a lot of companies that are in worse shape and sell for far more than 6X earnings. Don't count on anything in terms of a quick turnaround. Excellent technology and leaders in many areas.
COMMENT
US analysts have given up n this a long time ago but Cdn analysts still hung. Feels their Playbook is not a bad product technically. No debt and cash on the balance sheet. Feels it is getting pretty close to a bottom. If they can earn $3.50 or $4, it’s a pretty cheap stock.
COMMENT
When in doubt, go the long-term charts. Support was back in 2004-2006 with the median being around $27. The lowest point was $22, so the stock has to stay there. Currently it is at critical support. Had 7 down corrections since 08, which is extreme. If you are going to bottom fish, it would be here.
Showing 631 to 645 of 1,673 entries