TSE:BB

BlackBerry (BB.TO)

16.13
+1.51 (10.33%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
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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
HOLD
Recent numbers and recent product releases are very positive. Unfortunately, US analysts love to hate this one. If the stock turns a corner, it will take off like a rocket. Incredibly cheap at 8X PE multiple.
BUY
Trading at 7.5X earnings. Bought back stock last quarter and is growing at 24%. Smart phone market growth is so strong, Apple (AAPL-Q) and Google (GOOG-Q) Android can take market share from them and they still show good growth.
DON'T BUY
Doesn’t know what to do with it. Every single product they come out with is too little, too late. Thinks they will continue to loose market share.
TOP PICK
(A Top Pick Oct 2/09. Down 30%.) Investors, especially US ones, write it off as another Nokia (NOK-N) or Motorola (MOT-N). They are continuing to innovate and narrowing the gap on consumer products. Possible takeover by Microsoft (MSFT-Q).
DON'T BUY
Has had a short-term recovery but still down 25% or so year-to-date. Have some challenges. Will be volatile. Expects it to go back to the low $40's.
PARTIAL BUY
Got stopped out. If they come out with a Black Pad and it blows everybody away, things could change very fast. You could own it here but wouldn't have a large position.
HOLD
Thinks this will eventually get back to the $65 level. Now trading at 8X forward earnings. Last quarter reported a better profit number and gross margin was stronger than expected. Have focused to grow internationally. Have a lot of carrier strength globally.
COMMENT
Very cheap at 8X earnings and has a great balance sheet. Great product but has not been able to transition to the consumer market very well. They have to come out with a very good consumer product.
COMMENT
Have questioned their technology in terms of “what's next” for a long time. This is absolutely key in this kind of a company. Amount of cash and the clean balance sheet is an indication of good management.
DON'T BUY
In the near-term, he expects some of the short sellers, especially in the US, are probably going to cover their Shorts and the stock might have some momentum. There are still some issues, namely market share and overseas government security. Wonders if the stock will get stuck again at the 50 day moving average.
COMMENT
2 key factors. On the enterprise side Google Android (GOOG-Q) and iPhone (AAPL-Q) devices threaten them. On the flip side, they are gaining a lot of market share from Nokia and the international market. At current valuation a very negative scenario has been priced in. You could play this through LEAPS or call options.
TOP PICK
Trading at 7X forward earnings. Americans have completely moved out of this as they think it is dead. Analysts are expecting earnings of $5.50-$6 going forward but the market is pricing at $3-$4. Earnings next week should be a very interesting call.
STRONG BUY
Microsoft (MSFT-Q) takeover? Would be a natural fit for them but he would rather not see that happen. Extremely undervalued. Positives of international growth and penetration into Asian and Middle Eastern markets have been ignored. Expects stock to do much better in 2-3 years. Will lose market share in smart phone sector but that market is growing big enough for them to retain very positive and strong earnings growth. Trading at 9X earnings.
SELL ON STRENGTH
Stock is acting badly. Below its 200-day moving average. Has broken support over and over and over again. The only good thing he could suggest is that it is back to $45, its low in March/09. If it breaks below $45 there could be a significant further decline. Minor chance of a small recovery rally. If so consider going somewhere else.
SELL
A lot of competition is drawing a bead on them and he sees continued pressure. Forward PE is 8 but that is because analysts are being very bullish on techs. Sees mid-$30's and has a Sell.
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