TSE:BB

BlackBerry (BB.TO)

13.08
-1.32 (9.17%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 12 opinions in the last 12 months.

BlackBerry (BB-T) has shown signs of transformation from a traditional phone manufacturer to a focused software company, particularly in automotive cybersecurity and various other software applications. Experts highlight the resurgence in its stock price following a solid quarter and ongoing growth in revenue and cash flow. Nevertheless, many analysts caution about its status as a 'fallen champion' and emphasize the need for sustained performance to justify their enthusiasm. While some view it as an interesting speculative opportunity within a growing market, others suggest it lacks dynamic growth and may not be the best place for investment when compared to other options. Overall, while there is optimism around its automotive technology and cybersecurity services, the stock has reached new highs, leading some analysts to suggest taking profits or waiting for a pullback before re-entering.

consensus icon
Consensus
Cautious
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Valuation
Fair Value
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ORTX,OTEX
DON'T BUY
(Market Call Minute.) Still too expensive for him.
BUY
This is all about product line and profit growth. 44X earnings but the profit growth is staggering. You have probably the highest ROE in the market.
BUY
One of his favourite names. In Canadian technology it is about the only name that has good growth. They will grow their earnings significantly on a year-over-year basis. Lots of new products coming on. Moving into the consumer side of the equation.
DON'T BUY
Selling at about 19X book. If things don't work out, you have massive downside risk. Launching a new platform, which looks quite interesting. Great product and a lock on their market niche. His fair market value is $198, but this could change very fast.
BUY
An expensive stock on an absolute basis. Relative to the monster growth rates it's been putting up, it is not expensive. You have to believe it is going to continue having those 50%-70% earnings growth years, which she thinks is still there. There are 3 big product launches coming up in the fall.
SELL
(Market Call Minute.) Thinks they are in the consumers electronic game now, which is going to get a lot tougher.
TOP PICK
This is a market share story. Smart phones are about 30% of the world’s market. This company is taking a very big piece of that. They only have about 2% of the world's handset market and this could grow to 5%. Have a ton of new products coming out over the next few months. They will generate an enormous amount of cash.
HOLD
Expensive at 30 to 35 times earnings, which is a lot of risk. A lot of expectation is built into it. Release of their new Bold product will create lots of buzz. Built their success on the enterprise side and are now going into the retail, which is a much more competitive and difficult. Would consider under $100.
BUY
Bold phone is coming out this week and there will be a couple of other releases as well in Sept/Oct. This quarter is a little bit above guidance but the next quarter could be gangbusters.
BUY
His point/figure target suggests that there is a lot more on the upside.
HOLD
US investors drive this stock so when the market is strong, this stock is strong. There were concerns a few weeks ago that their Bold initiative would be coming out later than expected but they are now shipping it into Germany. A bit ahead of itself but that is not unusual and it stays ahead of itself. He has a hard time buying it at 30X earnings.
BUY
One of his favourite stocks. Very good earnings growth. One of the few stocks that went back to its old highs and hadn't fallen that far in the first place. A premier world-class company.
BUY ON WEAKNESS
Would like to get it under $120. Prefers over Apple (AAPL-Q).
DON'T BUY
Missed last quarter and he sold his holdings. In his methodology, if they miss once, chances are they will miss again. Have a huge headwind. New iPhone is very popular. Also thinks they're really massive layoffs on Wall Street, banks, etc.
COMMENT
Did a tremendous job reinventing the communications business. Getting a valuation that is attractive but the risk now is they are becoming more of a consumer company, which then gets into consumer fashion issues.
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