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
Likes the stock a lot. Trading at 19X forward earnings but has tremendous growth. They are now moving more into the consumer space. If you are buying, try to get it in the low $80's.
TOP PICK
Market dominance. Continuing to capture more market share. New products coming out will continue to grow this company. Forecasting in excess of 25% earnings growth this coming year.
BUY
It sells off a week or so before earnings if the expectation is for lower earnings. He thinks it will be as expected and the next quarter will be above. Could take profits if it is $95 just before earnings.
PAST TOP PICK
(Top Pick Sept 29/09, Up 35%) Cheaper multiple than Apple or Google. Still worth holding on to and will go higher, but not 35% this time.
BUY
Have been growing earnings over 20% a year and is expected to continue this over the next 2 to 3 years. Trading at a 15X forward multiple. When the PE is lower than the growth rate, that is a Buy signal for growth managers.
BUY
Have not pre-announced anything. Doesn’t anticipate anything out of the range they announced. He likes it. RIM has dominated more of the market share. By it, put it away, and forget about it.
COMMENT
Significant challenges in that as it moves more into consumer focused it becomes more susceptible competition from new products coming out and could be more volatile. Generate very good returns on capital. Strong free cash flow. Would be more excited if they paid a dividend.
HOLD
Great products. Lots of room for lots of people because smart phones are growing rapidly. Going to do well. Lots of room for Apple and RIM. RIM has lots of enterprise market. Buy more in a pullback.
COMMENT
Attempting to penetrate the consumers market, which they have done to some extent, going head to head against Apple (AAPL-Q) and Palm (PALM-Q). The question is, can they retain their edge with the business users and at the same time compete against Apple. Wouldn't bet against them.
BUY ON WEAKNESS
As a GARP manager it is sometimes hard to find the right point where he could buy this. For the first time in many years the valuation is not out of the ordinary anymore. PE is in the high teens now. If a market correction comes, and this got into the low $70's it would become buyable for him. Outlook for them is still very positive.
PARTIAL BUY
Has produced better-than-expected results over the last couple of quarters. Trading range is between the $70's and $130 level. You could start buying it and adding to your position on weakness.
BUY ON WEAKNESS
Traditionally they were in the business market. Made a transition to consumers and has done that relatively well. Gross margins have gone down over the past year. Likes the smart phone market as it is an area that is going to grow but there is a lot of competition. She is waiting for a better entry point of about 10% lower.
BUY
Likes this.
BUY
(Market Call Minute.) Continuing to deliver in terms of expanding its product range and holding off the challenge from competition.
BUY
Rim (RIM-T) or Apple (AAPL-Q) for a 3 year period? A tough call because both companies have their own merits. Apple seems to be doing very well in anything that appeals to consumer tastes. You could buy both. Both will win because of the trend towards flat phones and will be successful in their own ways. If he had to pick one, it would be Rim because it is trading at about 5 multiple points behind.
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