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
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Valuation
Fair Value
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Similar
OTEX
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.
BUY
Has real support about 45.50. It is almost there. There are a lot of things going on in RIM – it’s cheap, playbook just about to come out. It’s almost at a low – a great stock to own.
DON'T BUY
He is Short on this stock. Apple (AAPL-Q) seems to have their number in the consumer space and increasingly making inroads into the enterprise. New Playbook will be fun to see but is going to pressure their gross margins. Also credibility on estimates going forward is a question.
BUY
US analysts tend to be a lot more negative than what Canadian analysts are. (A number of Cdn analysts lowered their target after the last report.) At 8X earnings and still growing at a rate not much less than Amazon’s (AMZN-Q), it offers tremendous value. Some risks include the Playbook debut on April 19th.and the delay of the transformation to the QNX system. Downside is limited with earnings close to $7 a share and current stock price.
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