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
TOP PICK
A way to play the smart phone market. Smart phones are starting to steal share from cell phones. Smart phone share is that about 25% and should grow significantly. Trading at only 13X earnings while earnings are growing at 20%.
BUY
Good value here. The risk is the smart phone market, which is getting more crowded. He believes this company is going to remain the cornerstone of this. Because they run their own network, they have many secondary advantages. Looking at this one now.
DON'T BUY
Stock has oscillated over the last several months because of concerns on competition. Too early to tell. Very strong in the business segment. Multiples are more reasonable than they have been but still not out of level that would interest him.
SELL
Really scary stock now. Could drop back to $60 or so quite easily and then hold. Fundamentally there is a lot of pressure because of new entrants. Use as a trading stock between $60 and $70. Expects to sell his shares soon.
BUY
Likes smart phones, which is growing at 25%. Rim is well positioned and represents good value. Focused on growing internationally. Into the consumer market now and have to introduce new models at lower prices. Volume will more than offset lower prices.
DON'T BUY
Gives him the heebie-jeebies. Stock looks like it wants to go lower from the point of view of competition. Concerned about their intention to use up to $1.3 billion of their $1.6 billion cash to buy back stock. Stock is 5X BV, which means an instant rate of return of minus 80%. This will trash the balance sheet.
DON'T BUY
Difficult space because consumer products is almost becoming commoditized so the space is incredibly crowded from a margin perspective. Would prefer something like Cisco (CSCO-Q) that creates the bandwidth that cell phones are going to run off of.
BUY ON WEAKNESS
Thinks smart phones will grow by 20%-30% over the next couple of years. This company will get its fair share. There is a lot of competition. Hasn't been this cheap in a while. Very volatile. Try to buy in the $60 range.
PAST TOP PICK
(A Top Pick Feb 2w3/09. Up 51.6%.) In spite of competition he loves the valuation of 13X forward earnings, which is half of Apple’s (AAPL-Q).
PAST TOP PICK
(A Top Pick Feb 2/09. Up 2.43%.) A little concerned over the next couple of quarters.
HOLD
(Market Call Minute.) Hold, with a possible Sell. Competition is getting much more intense.
SELL
Because he is in a value camp, this is always a difficult one for him to step up to. Perhaps there were opportunities earlier on. Build into RIM are expectations of future growth when smart phones are ubiquitous. Had big earnings this week. He would be tempted to take profits.
BUY
On a fundamental basis he sees RIM (RIM-T) and Apple (AAPL-Q) as good companies. Smart phones are an area of growth globally. Of the 2 he feels this is more fairly valued.
BUY
This stock is driven by earnings reports and they had one today. We consider this as a stock from a trading perspective. If he gets back up to the $90's, you might consider selling and go back in on weakness.
STRONG BUY
Convinced the company is on the right path. The key question right now are gross margins. World is concerned that gross margins are going to get decimated because they are going down market (trying to penetrate a deeper market), which he doesn't agree with. As long as they can hold gross margins at 43%-44% study, this is a screaming buy. Will show 25% earnings growth on a year-over-year basis.
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