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
DON'T BUY
Facing a lot of headwind with its enterprise with a lot of big companies trying to save money by going to the iPhone.
TOP PICK
To some extent being cut out once again by stories of other companies, especially Apple (AAPL-Q). Thought there was a signal of fear when Steve Jobs mentioned them in his conference. Inexpensive.
WATCH
Above 50 day moving average but below 200.Trading at a forward PE of a little over 8X, which is cheap considering its growth profile. Playbook is coming out and Sun Life is already committed to buying 1,000 for its employees. Playbook could create some catalysts. Torch is doing well.
TOP PICK
(A Top Pick Dec 9/09. Down 12.41%.)At 8X or 9X next year’s earnings is priced as though it’s going out of business. Playbook will be for sale in the 1st quarter of next year.
COMMENT
Has been acting much better lately. Came out with more news on their Playbook with more competitive pricing. (Only works if you have a Blackberry.) Thinks it will do very well.
COMMENT
Their Torch is a much better device than the last one. Price competition is fierce. Feels stock has been oversold.
TOP PICK
(Top Pick Nov 30/09, Down 6.3%) Has liked it for a long time. Americans concluded they are going to continually loose market share. They will continue to grow. Generating cash and cash on the balance sheet. 8x earnings. Management has done a fantastic job all along. He likes the tech sector in general.
DON'T BUY
RIM is down because of AAPL and iPhones. Blackberry penetration has gone down and down. RIM is a ridiculously cheap stock. As an earnings guy, he stays away from it. He was selling puts at the bottom mid 2010. He got 4% as a premium. From an earnings point of view it is still questionable what will happen here.
WEAK BUY
He owns Nokia, which is similar in that it is a phone company, but Apple gets a much higher valuation than both and he didn’t need another name like Nokia. RIM is cheaper on a PE basis. Lack of diversification represents a risk in 10 years. Otherwise he would say this was a good investment.
BUY
Analysts in the US are very negative and in Canada are positive. Traded by high volume traders. Very positive reception on the playbook. Market is not very patient and soon forgets. We may get a pull back. We formed a triangle on this stock. He expects Rim to do well up until January.
HOLD
Thinks it's on the recovery road right now. If earnings come in around $6 or better, it looks inordinately cheap.
COMMENT
It is oversold, given that no one expected them to come out with the product they did (Playbook). The issue for RIM is that they are 3’rd place in the marketplace in terms of units that are friendly to developers. RIM is going to pick up, though. The stock could run a little bit, but then the quarter might disappoint.
DON'T BUY
The problem is that Apple’s earnings were up 70% because they took market share away from the smart phone guys. 8 P/E and growing at 20% would make it cheap only if it can keep its growth up. He thinks the market sentiment is so overwhelmingly in favour of Apple that he doesn’t own this one. They are not seen as the leader in the industry any longer.
BUY
(Market Call Minute) Had some problems and now realize they are not invincible.
TOP PICK
Room for more than one player in the market. Been in the penalty box for better than 2 years. Still producing tremendous earnings and revenue growth. Trading at 8X next year's earnings. Blackberry Messenger (BBM) has been a huge win for them in keeping their customer base and expanding into the consumer market.
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