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 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
valuation icon
Valuation
Fair Value
review icon
Similar
OTEX
SELL
Wouldn’t be comfortable stepping in yet. Looks like a falling knife. Listen to the conference call coming later today to hear the language and the tone.
COMMENT
Down about 15% after hours so expects it’s heading for $30 tomorrow morning, maybe a little less. Worse case scenario, for 2012 is that they make $5.20. They’ve got $4-$5 of cash in the bank. If you take that off, it means you are paying 5X this year’s earnings. Market thinks they will continue losing market share to Apple (AAPL-Q) but they have a huge installed base and people are not going to throw away their Blackberries. May be a value trap.
DON'T BUY
Clearly missed a whole product cycle. Rumours that the 2 Co-CEOs are not talking. Company is obviously in disarray. Guiding towards $7.50 in profit. If they miss that and earn something like $6 there is value. Question is, can they pull themselves out of a tail spin in terms of good new products. If it got down to $30 he “might” be interested.
PAST TOP PICK
(A Top Pick July 23/10. Down 37.9%.) Trading at 5 to 6 times current annual earnings, so he considers it still a Buy. Lots of cash.
COMMENT
Trading at about 7 or 8 times earnings. US market share continues to fall and they lag Apple (AAPL-Q) and androids. Too competitive a market for him. Would really look at it in the mid-$30s.
PAST TOP PICK
(Top Pick May 25/10, Down 16.04%) Sold a few months ago. A good company, looks obscenely cheap. Lots of negative sentiment around about the company. Will not think of shorting it.
PAST TOP PICK
(Top Pick Jul 8/10, Down 29.00%) He said a month ago not to be surprised if it went down to $8, and here it is. Thinks it will hold here. Earnings out next week and much anticipated. As a value manager you can’t resist this one. Model $82.83.
PAST TOP PICK
(Top Pick Jun 28/10, Down 31%) Now Apple is replicating the BBM. It was an advantage that they had that could disappear. There is a rumor about Microsoft approaching management. They have warned that their next quarter will not be good.
HOLD
Forming a long term base and risk/reward at this time is pretty good. If it broke down through some of its 08-09 lows, that would be a concern.
COMMENT
Ranks very high in his database. 15% four quarter trailing fee cash flow so is massively profitable. Transitioning over to the new QNX operating system, which is in their Playbook. Expect they will bring out new handsets in 2012 that offer blistering hot processors. Also expecting great growth in the fare east. Expect to know by February how they are making out.
WAIT
Beautiful balance sheet, no debt. Well managed. In the tech field you have to keep developing/investing. They have to come up with something new. RIM is cheap right now.
HOLD
Own relatively small positions in this one. Down to about 6.5 PE multiple. US analysts love to hate this one. Currently being sued for misleading information but he thinks it’s a fairly weak case. Excellent product. Incredibly cheap.
DON'T BUY
Missing earnings. Classic chart of lower lows and lower highs. Stock is in free fall. Maybe forming a base. Wait for a turn around.
HOLD
He looks at how stock reacts to bad day and bad news. 3 days ago they had bad news and did not suffer too much and were up nicely yesterday. Playbook is selling reasonably well. He is willing to give them some more rope.
DON'T BUY
Got stopped out of this one a long time ago. Recently lowered earnings expectations. Stock has broken through some pretty tremendous support levels. Got stuck at $45 a few times in the last 5 years and now down to $42 level. Cheap at 6.9X forward earnings. Wait for earnings start to move up.
Showing 646 to 660 of 1,673 entries