TSE:BB

BlackBerry (BB.TO)

12.72
+0.04 (0.32%)
as of Jul 22, 2026, 4:06:24 pm Market Open.
580 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

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

BlackBerry has undergone a significant transformation from a smartphone manufacturer to a focused software company, particularly in the automotive and cybersecurity sectors. Several experts note its strong results and positive guidance, acknowledging the growth in its QNX operating system, which is embedded in a substantial number of vehicles worldwide. However, there is a sense of caution regarding the stock's valuation, with many analysts indicating that it is currently overvalued based on its price-to-earnings ratio. Additionally, while the technical performance of the stock has improved, indicating a positive trading perspective, experts express concerns about its volatility and the sustainability of its growth. Overall, analysts are divided, with some expressing interest and others urging caution due to high valuations and the need for consistent performance.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
OTEX
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.
HOLD
Didn't meet their guidance in the 1st quarter but have kept their annual guidance to $7.50 in earnings. Consensus earnings estimates by analysts is significantly lower at about $6.30. Even using $6.30 it is trading at 7X earnings, but they only need 2.5 million Playbooks to be sold to get them better than the $6.30.
WATCH
Have had a couple of months of earnings downgrades. Market has given up on them and doesn't think the $7.50 projected earnings is going to happen. At this price becomes interesting on a risk/reward basis. Wait for it to form a base and move in the right direction.
WAIT
They will recover from the transition they are going through. So negative it almost can’t get worse from here. It will take some time. They have to fix the minor thinks on Playbook. He bought some today. With some patience and longer term, you will look back on this price and say you should have bought some.
SELL
Has a lot of value in it but it could go down to the $30 level. $38 is a real possibility. His model price is $82.40 based on its earnings, an 80% upside but the US psychological sentiment is too negative. At $38, he would back up the truck. (Heard of problems with PDFs.)
WAIT
Generates pretty good cash flow but the whole Apple (AAPL-Q) affect is sort of crushing it. At the $45 level where it found support last September and also in 2008. Would like to see it base a little. In the right sector.
COMMENT
You own this if you are wonderfully excited about their products. Hand held market is going to get very competitive very fast. They’ll have to constantly innovate and develop new products or it’ll have some issues.
DON'T BUY
He would not be a buying even at this low valuation. He is concerned that they become the next Nokia. Thinks they have the wrong products. They need to decide if they want to serve the business or the consumer. Thinks they have the best product for business but Apple is nipping at their heels.
TOP PICK
(A Top Pick June 1/10. Down 25.9%.) Likes it and is worth a shot over the next couple of quarters. Good product line up. Smart phone market is big enough to support the players going forward. The carriers will need the Blackberry product solutions. Operating software is improving. Only trading at 7X forward earnings.
HOLD
Company has miss executed in terms of product transition, which is very disappointing. Despite the pull back in earnings estimates, she still thinks that earnings will increase. Trading below 7X. Doesn’t see it as a value trap. 60 million subscriber rate. Phones that are going to drive the long-term growth potential will be the ones coming out next year on the new operating system.
BUY
Markets appear to want next year’s high tech breakthroughs but are not seeing it, henceforth the low levels of apparent interest and indifference. PE is below 8. Price target anywhere from $75 to $80.
COMMENT
Doesn’t own but, as a value investor, the price is getting awfully tempting. On a price to cash flow and earnings basis it is looking very reasonable. The new Playbook is going to take some time before it has momentum going for it. At $45 or $46 it might be too tempting.
DON'T BUY
Really nervous about this one. Apple (AAPL-Q) has been eating their lunch in the phone business and it’s very clear that their Playbook is not being well received. Market is increasingly leery of the company. ROE is still excellent. His target is $45.
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