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.

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Consensus
Cautious
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Valuation
Fair Value
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TOP PICK
Likes this one 2nd half of the year. Good suite of products that will be launched next month. Pulled back in the last month due to hype around Apple’s iPhone 3G version and missed on some of the gross margin guidance last quarter due to increased app spending.
BUY
Got beat up really badly when the 1st quarter earnings came out and they missed by only $0.01 a share even though earnings and cash flow were up dramatically. Their numbers will get back on track fairly soon.
BUY ON WEAKNESS
Likes this stock. Apple (AAPL-Q) stories are pushing down valuations. Fundamentals are good and Apple sales won’t affect their area much.
COMMENT
He is only interested in stocks that are under $25 and preferably under $10 that are at the least 10 years old. As a contrary and investor, the stock would have to drop a great deal.
COMMENT
Is always too expensive. Keeps growing into its earnings. Thinks it will continue going up. Suggests you buy the iUnits Info Tech (XIT-T) which is about a third of RIM and you get all the rest.
BUY
Likes this company a lot. Extraordinarily volatile. High PE of 47X’s. He looks to see if the rate of profit growth is fully discounted by the stock price. This one looks inexpensive to him. Will probably go higher in the next couple of years.
DON'T BUY
As a value investor this stock trades at multiples and parameters beyond his concepts. Had a very modest disappointment in earnings but the stock took a big haircut. Doesn't feel the stock could withstand too many disappointments.
BUY ON WEAKNESS
Missed earnings by only $0.01 and stock dropped 10% in after-hours trading. Doubled its earnings growth and has huge subscriber growth. Doesn't think it will be able to compete with Apple (AAPL-Q) in the consumer space. If the pulls back a reasonable amount, you will want to own it.
DON'T BUY
(Market Call Minute.) He is not a buyer of this one although targets are a lot higher.
COMMENT
Q; Will they ever pay a dividend? A: Doesn’t expect they will as they can make good use of their cash for growing the business. Likes the stock, but doesn’t own currently because of his caution on the market. Good growth opportunities over the next year and a half to two years.
TOP PICK
Market share of about 10% in Canada, 5% US and 3% UK. (About 1.5% globally.) Has a huge opportunity in Europe and the rest of the world. With the iPhone now being subsidized you are getting smart phones at the same price as high end cell phones..
DON'T BUY
(Market Call Minute.) Thinks they’re under threat from Apple (AAPL-Q).
TOP PICK
(Pair trade going long RIM and short Palm.) Apple (AAPL-Q) lost share in smart phones, RIM picked up about 10 points and Palm picked up about 5 or 6 points but Apple doesn't have its iPhone in stores today. Apple will be coming out with a really hot phone and will probably kill Palm’s resurgence.
HOLD
This kind of stock gives them nightmares because they don’t own it. Every time they looked at buying it they felt the valuation was too high but are proven wrong. Is a high beta stock, moving much more than the market – down or up. It’s risky because of its dominance with the blackberry – not guaranteed going forward. Brilliant in their execution.
COMMENT
P/E on next year’s earnings is 35X and earnings are growing by 30%-35% annually. Company has proven that they are a world dominator. When you have a mandate like this, a position of world strength, it is hard not to ignore it. On a dark day, he would really look at it very seriously.
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