TSE:BB

BlackBerry (BB.TO)

16.13
+1.51 (10.33%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
580 watching
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Investor Insights
star iconJun 26, 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 a phone manufacturer to a software-centric company, particularly in the automotive sector, where it is focusing on cybersecurity and autonomous driving technologies. The reviews highlight that the company's recent performance has been strong, with notable achievements in security rollouts and a robust cash flow. However, experts caution that while the technical setup looks positive and there has been a consistent upward trajectory since March, expectations should be tempered due to the company's history as a fallen champion. Some reviews underscore the interesting technology in automotive applications, even as they note the stock's recent uptick might warrant profit-taking. Analysts acknowledge a year-over-year revenue growth of around 15%, but concerns about sustainability and overall market dynamics suggest a wait-and-see approach, with some considering it a more speculative investment.

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Consensus
Mixed
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Valuation
Fair Value
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Similar
OTEX
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.
DON'T BUY
He trades it, but does not see it as an investment. It is hard to see where the runway is for them. It is not on his radar. The competition is just too great.
WATCH
Looks like they turned the corner in their last quarter after investors have punished them for revenues declining in 2019. Peers have grown faster, but BB is starting to look attractive. Look for a few more quarters of turnaround as they move more into cybersecurity. There's potential for mulitple expansion; it trades at 2.5x revenue vs. peers at 6-7x. You can start to pick away at it, but he'd rather watch a few quarters.
TOP PICK
John Chen should get CEO of the year--turning around this company into cybersecurity. He's done this while generating positive cash flow with cash on the balance sheet. They're growing revenues 15-20% a year in a highly valued field. Investors will wake up and recognize this transition. This will pay off.
DON'T BUY
It has several failed past rallies, like at $10. It'll be difficult to reach $12. Don't wait too long for $12. Be cautious.
DON'T BUY
His worst disaster of 2019. Failed to bounce, so he sold. The old support levels of around $10 are going to be resistance levels now. Series of lower highs and lows that don't inspire him to get back in.
WAIT
He does not own this one and thinks there are still in the restructuring phase. His tech holdings are in the US or offshore. He likes how they have been progressing with the restructuring, but thinks there is still more to come.
HOLD
They have not been able to totally establish themselves following the debacle with their phone technology. At this price level it is a hold. Nothing to attract him to buying.
DON'T BUY
It has moved away from proprietary software. The automotive business is tough. They are probably being hit by the requirement to have 5G available but it won't be on the road for 5 years.
HOLD
He thinks it will be sold relatively soon. They certainly have been winning tones of business in the auto operating system. It is a growth area for them. It is not a cheap stock but to a big global company it could be a way to get a foothold in the auto industry. It will probably be bought for a pretty good premium.
HOLD
He owns this. The pop in share price last week was likely driven on higher revenue than expected. He is concerned about a high level manager who has left the company recently.
DON'T BUY
Has John Chen turned it around? Looked like they were heading the right direction a few times, but stumbled. Hard to turnaround. Cyber-security is a key issue these days, but can't tell if BB will succeed in this space. Prefers peers that are bigger and better-positioned.
COMMENT

There should be some changes on the board. With the IP and Technology it owns there is no excuse for the current low price. It has growing, recurring revenues. The board could do a much better job of unlocking shareholder value. It would make an attractive acquisition candidate for an AAPL-Q or GOOG-Q.

TOP PICK
CEO John Chen has done an unbelievable job of turning around this tech stock to cybersecurity software. They've been generating net cash. Yet, the stock is trading at almost an all-time low. BB isn't getting the credit it deserves. There'll be execution issues in the short term, but they've positioned themselves so well in security software. Strong balance sheet and a far better valuation compared to its peers. Strong management. (Analysts’ price target is $9.98)
BUY ON WEAKNESS
Tax loss selling? There will be some tax loss selling going on right now. He only looks at BB as a trading opportunity. He would look to buy around $7 and sell at $8. There is such strong competition out there.
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