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
valuation icon
Valuation
Fair Value
review icon
Similar
OTEX
TOP PICK
Rim and Apple own this market. And Smart Phones are only 20% of the market. The bandwidth is so much more efficient with Rim than Apple. Rim is so much cheaper. He owns both. Risk is the average selling price of products. It is coming down as they migrate to the consumer market.
PAST TOP PICK
(Top Pick Nov 20/08, Up 28.63%) Still a top pick.
DON'T BUY
He doesn’t tend to buy things that are ‘too cheap’.
BUY
Looking at this very closely. Last quarter was OK but the guidance got everyone worried. They have been making inroads into the consumer market. At this price, a lot of bad news is being reflected. When corporate spending picks up they should see some growth.
DON'T BUY
Negative surprise to earnings several weeks ago. Too focused on RIM devices whereas Apple (AAPL-Q) has a number of different products. Although cheaper, it is not one he would own in this space. Would prefer something like Cisco (CSCO-Q), which is behind all of these products and will do well to matter who is ahead.
DON'T BUY
It’s not what you would call cheap. The competition is fierce. They tried to expand into the consumer market. They’ve lost some momentum. It’s a growth stock and not something the value investor is after.
BUY
Shorting Apple (AAPL-Q) and Long on Rim (RIM-T)? Agrees going Long on Rim and Shorting Apple would be a pretty good hedge. Rim trades at about 14X forward earnings and Apple trades at close to 26X-27X.
COMMENT
BCE’s announcemed they will be selling iPhones but new RIM’s are coming out, which they will be selling also. This will be good for them.
TOP PICK
Own it and put it away. One of the great growth stories. Likes the valuation. Risks are on product development side where a product doesn’t catch on, competition – standard risks. People miss on their Carrier agreements when valuing.
PAST TOP PICK
(Top Pick Nov 20/09, Up 30%) Growing about 25%, great balance sheet, 13 times next years earnings, what more could you ask for. Good long term hold.
COMMENT
In technology companies, when does it go from being a growth company to a slow growth stock? He is concerned that the “$50 a share” days might be gone. Thinks the Blackberry core users is going to wane. For the next couple of quarters you could see a 15% to 20% drop. If this is for a long-term hold you could buy it.
TOP PICK
Recently took a 17% hit in one day because guidance for the next quarter was somewhat behind analysts’ estimates. This is still the #1 cell phone player. Continuing to grow earnings at 25% to 40% a year and trading at 16X current year PE. Too cheap to pass up.
BUY
On his Buy list. Has come off, perhaps unduly. Great company. Has done all the right things and the growth potential is fantastic and he thinks the stock will recover.
BUY
Likes the company. Continues to add to its users. Getting competition but is still a pretty unique product. Good operators. Hold and maybe even an add-to.
BUY
Earnings are coming out tomorrow and the forecast is around $1 a share and 41% growth in revenue. He worries about Apple (AAPL-Q), Palm (PALM-Q) and all the other phone companies, all of who recognize that they need a more capable Internet device so the space is going to get more crowded. Only trading at 20X earnings versus their old 40X.
Showing 901 to 915 of 1,673 entries