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 26, 2026, 12:00 am

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

BlackBerry (BB-T) has shown a notable transformation from its origins as a phone manufacturer to a software-focused company, particularly in the automotive sector. Experts cite the company’s advancements in embedded auto software and cybersecurity as key drivers behind its recent growth. The stock has seen a significant surge in value, marking a 52-week high, with analysts highlighting improvements in revenue, margins, and cash flow. However, concerns remain regarding its status as a 'fallen champion' and the sustainability of its growth trajectory. While some view it as a speculative play with potential upside, others suggest taking profits or being cautious before committing further, due to its mixed fundamentals and the volatility of its stock performance.

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Consensus
Mixed
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Valuation
Fair Value
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Similar
OTEX
DON'T BUY
Might be a comeback story if he saw earnings go up. But the stock is slowing sinking into the west. There's been no follow through. Cross your fingers. Stock's not even cheap on a FMV basis.
DON'T BUY
The moving averages are pointing down with lower lows and lower highs. Seasonality follows the tech sector, Q4, Nov.5-Feb.5. But BB is a dog.
DON'T BUY
Trade war issues? The company has no meaningful earnings. His model price is $4.92 -- a lot of potential downside.
DON'T BUY
Avoid. Fallen angel. Turnaround 2.0. Good job morphing from hardware to software. Thinks that eventually they'll be acquired. Value trap. Fairfax is going to want to get the value up, and then get out.
COMMENT
They are exposed to hot emerging areas: self-driving cars and the internet of things. It is also very well-run. He looks at this stock sometimes. On his radar.
BUY
This is a trade, not an investment, and he's watching BB closely. It's trading under $8 on the US market. He's close to buying it around these levels. They made a shrewd acquisition lately.
WATCH
What they're doing is very impressive, selling into cars. It's a nice story, but it's not reflected in the numbers. Shares are volatile, and not cheap. It's a name he would watch. They will be a key player in cars.
HOLD
BB is his biggest dog. It is holding its last low. It's precarious, but if it breaks, he is out of the trade. For now, he's holding; he's under water on it. He's giving it the benefit of the doubt because it has bounced off these levels before.
STRONG BUY
John Chen should get the CEO of the year award for transforming this company to software. He really likes this company. They're at a higher valuation but have great penetration into the car sector. This is one of Canada's better long-term growth stories. It's far more sustainable today than before. Change names? BB is a known brand. They have a healthy balance sheet.
DON'T BUY

They're sstill struggling because it's niche-based. They make some profits, but they're riding a big massive trend (like Shopify, though the comparison may be unfair). BB is interesting below $10, and it has room to grow to $12, but not $20.

DON'T BUY
They are transitioning out of hardware. The will have to make acquisitions to grow. So many other tech stocks have a visible growth profile. They should change their name.
BUY
He wishes they would change their name to get away from the BlackBerry history and it would help the stock. It struggles to get higher. But now is a buying opportunity.
DON'T BUY
A value play in cybersecurity? Kudos to their CEO for turning around this business. Excellent execution. They're in a very competitive space. They aren't a major player--yet. The CEO, Chen, has figured how to survive, but he's not ready to buy this stock.
DON'T BUY
This is a company that has struggled over the last 10 years to turn around. People are now saying 'where are the earnings and benefits for the shareholders'. He does not know what is going to happen but can't build a fundamental case for owning it.
WEAK BUY
They have a great niche in car security software. Another auto-sensor company was taken out earlier this week. As 5G comes, BB could be a takeover target. You could capture a bit of growth as well.
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