TSE:BB

BlackBerry (BB.TO)

12.71
+0.11 (0.87%)
as of Jul 20, 2026, 1:54:17 pm Market Open.
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Investor Insights
star iconJul 20, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

BlackBerry (BB-T) has undergone a significant transformation from its roots as a phone manufacturer to a software-centric company, particularly in the automotive and cybersecurity sectors. Experts acknowledge the company's innovative QNX operating system and its applications in vehicle software as a promising niche. Recent financial results have shown growth, leading to increased guidance and a positive market response. However, there are concerns regarding the stock's high valuation metrics and its past as a 'fallen champion,' raising questions about the sustainability of recent gains. Overall, while many view the technology and business model as intriguing, the volatility and need for consistent performance are emphasized.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
OTEX
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.
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.
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