TSE:BB

BlackBerry (BB.TO)

16.13
+1.51 (10.33%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
580 watching
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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
Great technology stocks get to a point where they are not able to grow any further. He homes Jim will break this trend. He is encouraged by the new product line and that fact that Jim is focused on the business. You can’t take on the business and the NHL at the same time.
BUY
Likes it and is a buyer for new accounts. He thinks the whole space is about to take off. Has proven that it is technologically competent. P/E compared to Apple makes it cheap.
WATCH
Doesn’t pay a dividend so he doesn’t own but is following it. Also very volatile. Have to come out with new products that resonate with consumers. In the last 6 months it has gravitated from a growth stock to a value stock. Would prefer it at a lower price.
BUY ON WEAKNESS
Was very impressed with Apple’s (APPL-Q) new iPad. RIM has not got their new Playbook out yet. Expect Apple to be a formidable competitor for the next couple of years. Would wait for a better buying opportunity, but if you own continue to Hold. Demand for these types of things is going to explode.
DON'T BUY
Not a good time to buy – he doesn’t like the strategy – they are late to the party. Doesn’t see them gaining any significant market share. Sees them slowly losing market share over time. Even though the balance sheet is great. It’s a classic value trap.
COMMENT
Potential for Playbook hasn't been priced into the stock. Increased handset shipments by 40% in 2010. Also beat analysts’ estimates last quarter. Technology tends to do well October into January. Technically, chart shows a lot of support at $45 with lower highs from early 09. Broke out late 2010 breaking a long-term trend, which is very positive so technicals look very good. Could see it going to $72.
TOP PICK
(A Top Pick April 19/10. Down 9.98%.) Smart phone market continues to expand. Will continue to have a strong position in the business market and will continue developing new products for the consumer. Strong internationally.
HOLD
Probably one of the more controversial technical stocks for analysts. Very cheap at 9 or 10 times earnings. Market is expecting margins to compress significantly. Percentage of US smart phone shares has been in a downward trajectory for about 1-1.5 years. Hyper competitive industry.
TOP PICK
Still trading at 10x earnings. It’s too difficult to pass up. Some good press south of the border. They bought QNX in April, which is behind the software in the new Play Book.
BUY
His model price is $84.18, a positive differential of 25%.
BUY ON WEAKNESS
Earnings are heading up. Chart shows the stock is in an upward band but would wait for it to drop to the lower level ($62?). This is one where he writes options all along because the premiums are always volatile.
PAST TOP PICK
(A Top Pick Match 15/10. Down 12.56%.) Playbook is coming and the reviews are extremely positive. Expecting a couple surprising quarters of sales. Very cheap at 10X earnings and is still a Buy.
PAST TOP PICK
(A Top Pick Feb 18/10. Down 12.77%.) Good value and he sees good upside growth. Market is not properly valuing the international growth that they have been putting up. Focused too much on the US where it has struggled more. The cash flow supports a much higher valuation.
HOLD
Tablet is why the stock has bounced a little bit. Even if they only get 10% market share it will be huge. RIM is not expensive, but American investors just don’t have to buy it. If it gets to $70 he would take profits.
BUY
A lot of change in the smart phone market right now because of new competitors and everyone trying to grow. Also overall market is growing globally. Rim has lost share in North America but are definitely growing share internationally, which is where the growth is longer term. Have key products that are in the market place. Will also be launching their own tablet. Very attractive multiple at 10.5X 2011 earnings.
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