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
BUY
Thinks it has bottomed out. It’s not going to attain its old highs, but it will look good on its next release.
DON'T BUY
(Market Call Minute.) Everybody is hoping that a new product will be coming out soon. Can continue to be a profitable company even though they are losing market share. Coming down to multiples that he can begin looking at it but still a little too rich.
WAIT
Major player in smart phones with about 20% global share. This area is very competitive but market is growing. This one is trading at about 10.5X forward earnings so a lot of the bad news is reflected in the stock price. Will be announcing a couple of new phones in the next month so you may want to wait.
TOP PICK
(A Top Pick July 13/09. Down 26.44%.) Have to be a little concerned about how well the Google (GOOG-Q) Android phones are doing. Smart phone market is still growing at a great rate. Trading at 8 to 9 times earnings. Company is still growing effectively at 25% a year.
BUY
Stock that people love to hate. He is nibbling at it. Is a preeminent stock. Once they bring out their new products we may see a run. Good time to buy.
BUY
Probably the 2nd cheapest technology stock out there. At 10X this year's earnings, it is discounting well more than the market share losses that they might have over the next year. Badly lacking applications and he would like to see them have more.
PAST TOP PICK
(A Top Pick May 12/09. Down 31.33%.) Reduced his weighting in this in his portfolios. Has an $80+ target price but this is under review.
BUY
I lot of people freaked when it took out $60 and then it broke down to the upper $40's. The low in 2010 is a little bit higher than the low in 2009. It had a major ABC correction, which he thinks is over.
COMMENT
Been frustrating for Canadian portfolio managers. American analysts hate it and have it as a Short versus Apple (AAPL-Q) as a pair trade. Move into the consumer sector is not giving the robust and sexy phones that iPhone has. Cheap at 12X earnings. Unofficially they are supposed to be coming up with a fantastic new device.
BUY
Extraordinarily good value here at less than 10X next year's earnings. New product rumoured to be coming in December, a tablet compatible with a Dolby. Market has oversold.
DON'T BUY
Are making a lot of money and sales are going back. There may be a special dividend. He thinks they need more products. Loves balance sheet. CEO may have been sidetracked for a while. He would stay away because he doesn’t like stocks above $25
TOP PICK
Model price of $68.78, a 32% upside. There is value here.
RISKY
Hit $50 today. $6 per share in cash. This means you are buying it for 8 x earnings. Market is telling us that Apple is the favourite in this space. The new devices released this fall are supposed to make RIM catch up. Wait until September and then it wont be speculative.
TOP PICK
Last few quarters have been OK but have been late getting some products out and the street has lost all confidence in management. Trading under 8X earnings. If they execute and get some of their new products out in the 2nd half of the year, get confidence back on their operating system, and it should get back closer to the market multiple.
TOP PICK
(A Top Pick Oct 22/09. Down 24%.) Stock getting cheaper even though they are still growing. Sold over 10 million phones last quarter. Ridiculously cheap at 10X earnings. Huge cash generator. Solid management.
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