TSE:BCE

BCE Inc. (BCE.TO)

32.57
+0.11 (0.34%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
2007 watching
0
Investor Insights
star iconAug 16, 2026, 12:00 am

This summary was created by AI, based on 39 opinions in the last 12 months.

BCE Inc. is currently in a challenging environment, facing significant pressure from competition, particularly from innovative technologies like Starlink that disrupt the traditional telecom model. Many experts view BCE as a defensive income investment rather than a growth opportunity, especially after its dividend cut, which has made its yield more sustainable but has disappointed those seeking capital appreciation. The sentiment among analysts is mixed; while some highlight BCE's strategic pivot towards AI data centres and cost-cutting measures as positive moves, others warn of the increased competition and pricing pressures in the sector. Analysts agree on the stability offered by BCE's traditional business model, but foresee difficulties in securing growth amidst evolving market conditions. Overall, BCE is perceived as being in a transition phase, with potential long-term growth if it successfully navigates its challenges.

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Consensus
Bearish
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Valuation
Fair Value
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Similar
Telus, T
SELL
Now that they have announced they are going to become a trust, he doesn't see much upside in it. All the good news is already in it.
COMMENT
Telus (T-T) and BCE (BCE-T) are converting into trusts. What is going on with Telus as far as their payout ratio goes looks very attractive and there is probably better growth prospects. Would opt for Telus between the two.
PAST TOP PICK
(A Top Pick Sept 26/05. Up 8.2%.) Continuing to evaluate it.
TOP PICK
Should be able to get an 8.5% yield. Once it converts, if you go to $35/36.
DON'T BUY
This company was overvalued. He has a model price of $27. There is an increase in the model price because analysts are now getting the taxes out of the income. A -16% differential.
BUY ON WEAKNESS
There may be a further pullback because of fears the government might interfere with the tax structure of income trusts. $32 would be a good price.
WATCH
Has engineered a restructuring for the last 24 months or so and are now converting to a trust. Would wait to see how it looks down the road.
TOP PICK
(A Top Pick June 7/06. Up 15.9%.) Going forward towards the income trust, the stock will drift back up into the mid $30’s. The trust will give you better than an 8% yield.
BUY
Nice defensive stock. Technically, it has been in a range. Hasn't done much in the past year. Has broken out on speculation of becoming a trust. Has just announced it will become a trust. Technically, it could trade up to $34-$35.
DON'T BUY
Has a telephone business that is going to be gradually weakening long-term.
BUY
This stock was unloved for a long time. Dividend is good. Balance sheet is looking better. It is a very stable stock to hold during troubled times. Recommends holding if you own and buying if you don't.
DON'T BUY
On his watch list. This is not one he is close to owning. They are making a lot of changes and is certainly worth watching.
HOLD
Disappointed in the company. Although it has a high yield, he had been looking for an exit point. There is now a possibility of becoming an income trust which would move it up to $35/36.
HOLD
Had a nice pop which is solely related to Telus (T-T) announcing its conversion to an income trust. Shareholders of this company are hoping it will do the same.
HOLD
Prefers Telus (T-T). They spun off Bell Atlantic as an income trust but doesn't think they will turn themselves into a trust.
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