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
Still mid to high teens multiple, which is about a 20% discount to the Apple (AAPL-Q) multiple. Showing good growth.
BUY
One of the riskiest large-cap stocks on the Canadian market. Had a gap down in February from its support level and then went back up in April and it is now coming down again. If it drops below $77 it will be going down to the low $60's but he is inclined to think it is going to go back up to the $90's. Use $75 as your Stop.
HOLD
Well managed company. Latest quarter was above expectations on costs controls and growth. Expect there will be a lot of competition. Making inroads on the consumer side but the new iPhone is pretty impressive. Vulnerable to a little pullback.
TOP PICK
Always falls victim about a week before they announce earnings because of whisper numbers. At the end of the day, they met their earnings expectations and going into their fiscal 2nd quarter the numbers are still very good. They continue to garner more market share. Will probably grow their earnings in excess of 20% this year. Very attractive valuation.
BUY ON WEAKNESS
From a top-down perspective, this is a product that many people can't do without and want to upgrade when new products come out. On an annual basis estimates have been moving up. Ranks in the top 10% of his model. Would like to get it in the low $80's.
TOP PICK
(A Top Pick June 16/08. Down 36.96%.) Stopped out last summer at about $120, which would've made him down 16.78%. Bought back in mid-$50's in March and is still buying. Currently a lot of restocking because of lower inventories. Secondly, cost of phone parts are falling. Reporting earnings this week and he is guessing that gross margins could expand more than expected. Winning market share globally.
PARTIAL SELL
Caller bought at $40. Sell? Demonstrably a great company but great companies sometimes get ahead of themselves in the stock price. He would sell half of it and try to buy it back a little lower. Will trade in a range and $90's will be at the high end.
BUY
The whole technology sector right now is very exciting. The competition between the Apple Android, Palm Free and this one is very exciting.
TOP PICK
Thinks the US guys are coming back in on this. The stats on the smart phone market shows they are taking a great share and that is one of the faster growing areas of the business. Their solution makes money for the carriers and the carriers are the guys that are selling it. Only trading at about 16X next year's earnings.
HOLD
In very good shape. Smart phone market is going to continue to grow and will continue to be dominated by Research in Motion (RIM-T) and Apple (AAPL-Q). Both are still trading at pretty reasonable multiples.
PAST TOP PICK
(A Top Pick May 23/08. Down 29.21%.) (See the Pairs Trade in Top Picks.)
COMMENT
Being a value investor he is not likely to own this one on an ongoing basis. Great company and great product. Competition is heating up. Likes their long-term prospects but in the near term may be getting ahead of itself. Getting close to where you might want to take some profits.
BUY
Stock can be volatile. They have managed to overcome all obstacles and become a world competitor. A growth stock so you have to be ready to take the ups and downs. If you want a Canadian tech stock, this is the place to go.
TOP PICK
Continues to have very good business momentum. In the latest quarter they sold 3.9 million Blackberries and the estimate was only 3.3 million. Have 19.5% share of the smart phone market and growing. Guidance that margins will be growing.
DON'T BUY
Looks like it is gaining market share on the consumer side. She is still cautious because she doesn't think the consumer has a lot of money and it will be hard to maintain the momentum. Would wait for the fall.
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