TSE:BB

BlackBerry (BB.TO)

13.08
-1.32 (9.17%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
580 watching
0
Investor Insights
star iconJun 5, 2026, 12:00 am

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

BlackBerry (BB-T) has undergone a significant transformation from its origins as a phone maker to a player focused on software, particularly in the automotive and cybersecurity sectors. Analysts praise its recent revenue growth, especially in car security software, which is being embedded in a substantial number of vehicles globally. Despite a positive technical trading situation, some experts express caution, noting its status as a once-fallen champion with expectations that growth will stabilize. There is a sense that although the stock has shown impressive gains and optimistic projections, it remains volatile and should be approached with caution, with suggestions for either profit-taking or close monitoring for further developments. The company has solid products but is not seen as a dynamic growth opportunity by all experts.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
review icon
Similar
OTEX
WATCH

They just announced a deal with Amazon Web Services. Meanwhile, BB has been working in self-driving cars, which is approaching fruition. Things are interesting. They report earnings next week.

COMMENT

It's had a run since announcing services to Amazon. We have seen a sharp spike up lately. The news has made investors pile into the stock. It might be ahead of itself right now. You could see some volatility on the way up.

DON'T BUY
It is a tech turn around stock. He would be wary of investing in a tech turnaround. You would be better looking in a cyclical industry where the industry is a tailwind.
DON'T BUY
He owned it a few years back but it did not meet his expectations for growth. One day this one will be taken over by one of the larger global tech companies.
BUY
Cybersecurity is a huge growth business, and it has always been BB's strength. It generates cash flow and are making good acquisitions. The slow-down in car production effected BB, but that was temporary. It trades at a reasonable valuation. CEO Chen is moving BB in the right direction. This is an underloved company which had done an amazing pivot.
BUY
He still has a Blackberry and is waiting to buy the new one coming out in 2021. He is seriously considering the stock as they are starting to get traction. They are in a position to catch the wave of all the technology outsourcing that is going on.
TOP PICK

They just struck a deal with the US Air Force. BB is highly undervalued and the most unloved Canadian tech company, purely specializing in security. They have several recurring revenue streams, including enterprise security, their core business, and car security that serves 175 million autos. They don't get investor love because they missed guidance a few times and a few shareholder have filed complaints about the board. He expects changes to the board. This explains the current stock hit. A great acquisition candidiate for a big tech company like MSFT. (Analysts’ price target is $5.49)

TOP PICK
Auto and security software. QNX was a drag on them this year, plus execution issues. Tremendous transition, but not reflected in the stock price. Refinanced convertible debt. Cheap way to play growth and internet security technology. No dividend. (Analysts’ price target is $7.27)
DON'T BUY

Handset's interesting, but how many people are going to go back to that? iPhone and Google are more competitive. So many other tech companies out there that are better. Just move on. There are better spots for your money.

DON'T BUY
He was a major shareholder many years ago. He's looked at the stock since then. They make cybersecurity, but there's so much competition here which limits their profits. He'd like to see a reason to invest in BB, but is still waiting.
DON'T BUY
An outlier among tech stocks, in a downtrend while tech is rising. Company transition has not been smooth, making less money and management pay is egregiously high. There are better tech stocks elsewhere.
SELL ON STRENGTH

He believes there are better opportunities. OTEX-T is a more interesting company. If you have made money then it is time to move on.

PAST TOP PICK
(A Top Pick Jun 03/19, Down 33%) Bell announced a deal with them today. The threat of cybersecurity has increased as more people work from home, and BB is the leader is enterprise security software. BB also leads in car entertainment and driver assistance software. They are a pure software play now with $1-billion in revenues, mostly recurring. He doesn't expect Fairfax to buy BB, but thinks there is a shareholder review now to enhance shareholder value. He feels BB is grossly undervalued. Trades at a low 2.5x revenues. BB boasts recurring revenues and high margins, too.
WAIT

FFH buying BB? He thought the rumour of FFH buying BB created a lot of volume, which made him suspect. BB has a lot of automotive exposure, which hold back their recovery post-pandemic. BB has a cyber-security division that may lead to some opportunities.

DON'T BUY
They've transitioned into software. They'll try to transition far enough until someone buys them out. Doesn't interest him at all. There are better software companies.
Showing 61 to 75 of 1,672 entries