TSE:BB

BlackBerry (BB.TO)

16.13
+1.51 (10.33%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
580 watching
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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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OTEX
TOP PICK
There is a good chance of a takeover. It is solely a software company now. They have security software, QNX operating system that is becoming the defacto standard in the auto industry. They are integrating these businesses together. He can see them being bought out over the next few years. (Analysts’ price target is $10.56)
WATCH
Focusing on the connected car. Challenge of trying to replace the great legacy product of their successful phone. It's the right sector, as it's a huge industry, but it's early stages. Revenues have to catch up to valuations. A lot of upside if they succeed. Tech acquisitions are notorious for failure, so you have to be cautious about that.
WATCH
It had an uptrend over the winter, but since April has broken. Next support level is $11, and we are entering market choppiness. BB will pull back to around $11, and he would look at it then. It had a great move over the winter from $8 to 12.
DON'T BUY
It's become a software security company with okay numbers. It's a trade, not a core holding. He'd pass on it.
BUY
Will it hit $18 in 6 months? He likes it, but doubts it'll rise 50% in 6 months. At the Fairfax AGM, Prem Watsa talked about BB a low. Watsa's deep pockets supports BB. BB is a good stock with a lot of upside.
DON'T BUY
There are still no earnings. They're breaking even. The stock has roared ahead of expectations, though. He still wants to see earnings momentum.
HOLD
It has shown a propensity to go up but is stuck sideways. There is resistance about $12.75. We did get through $12, though. It should not go straight up as it chews threw previous highs to just above $16.
BUY
Is it in a trading range? It's broken above its trendline and the next point to break is $15-16. The chart looks good and is improving. Likes it.
WATCH
Hasn't owned it since early last year. Follows it closely. Likes the purchase of the AI company. Digging through the recent earnings told him that the pop in the stock price was a one-time event.
WEAK BUY
CEO Chen has done a great job, but investors don't talk about BB much anymore. BB has leveraged their software well and reported well. The stock has broken out recently, which is good. Earnings also good. There's some ways to go to return to previous highs, but overall BB looks solid.
WATCH
He has not been a fan of this name because of the swing in the valuations. However, this quarter looks very good. Looks like the turnaround maybe gaining some traction. They got a lot of business from the financial services sector this quarter.
DON'T BUY
They've evolved effectively into a security software company with good contracts with car and U.S. government clients. The stock price is reflecting this good news, but its multiple is too high for him.
WATCH

This is a company where the valuation is still quite high based on a turnaround. The problem is that their technologies are still quite early stage. (Analysts' price target: US$9.65)

COMMENT
They should change their name. He likes what they're doing. It's holding at its current resistence level. It's range-bound and the stock needs to show him that it can break out.
BUY ON WEAKNESS
He follows it. They've been doing quite well, having transitioned to software where they are doing well. Hold or buy on dips.
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