TSE:BCE

BCE Inc. (BCE.TO)

30.55
-1.09 (3.45%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 1, 2026, 12:00 am

This summary was created by AI, based on 45 opinions in the last 12 months.

BCE Inc. has undergone significant changes recently, including a 56% dividend cut to reinvest in growth, particularly in AI and data centre infrastructure. While the dividend remains appealing for income-focused investors, many analysts express concerns about stock appreciation potential due to intense price competition within the telecom industry and pressures from new entrants like Freedom Mobile and Quebecor. Although BCE is noted as a key player among Canadian telcos, opinions diverge on its growth trajectory, with some seeing potential long-term benefits from its strategic shifts, while others believe the company's core business faces ongoing headwinds. The sentiment towards BCE suggests it is viewed more as a defensive income investment rather than a growth opportunity, leaving investors split on whether it represents a buying opportunity or a risk in the current market environment.

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Consensus
Cautious
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Valuation
Fair Value
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RCI.B
BUY
Interested in the BCE story. Value is here. They have been buying . It should be an okay trust.
BUY
Believes that there is some life in this stock. Some rotations are happening. Good things are ahead for this stock. Upside is $35.00.
HOLD
Good free cash flow numbers. There is overcapacity and it is hard to grow in an overcompetive market. The stock is not expensive and the yield on dividends is 4.7%.
BUY
He feels comfortable with this stock. It has a great yield at 4.5%. The company is generating cash. Feels it is a good place to put some money.
HOLD
Past pick from Aug 11. There's been a decrease in the stock price, but it's a value stock so wait... it will get better.
SELL
Weak stock, below the 200 day moving average.
DON'T BUY
The Return on investment is eroding at a rate that keeps them out of it.
DON'T BUY
They are facing huge issues in competition. People don't pay very much any more for long distance calls. Their only business that is doing well is the wireless and internet business. Even on this front they face competition.
DON'T BUY
Always above the model price. But very little differencial. Not enough to make it worth while to buy.
HOLD
Spin off of some of their assets into income trusts is a smart move on their part. This will also let them focus on businesses to help them grow. Over time, this will give the stock price a lift.
DON'T BUY
His model price is $27.69. He sees a lot of value elsewhere at this time.
BUY
The telco sector is facing brutal competition. She is evaluating to see if she wants to add to her existing positions. The appeal is the dividend of 5% which is equivalent to a 7.5% bond yield on an after-tax basis. They are refocusing and getting rid of some of their assets.
HOLD
A value stock and as long as it is meeting your criteria of dividend yield and buyback activity, it is a hold.
WAIT
Reporting tomorrow. If they do not announce a spinning off of some of their rural telephone lines into an income trust, or buying back shares, or declaring a special dividend, the stock will drop giving you a better entry point.
BUY
Expects that the dividend will likely go up but it won't go up at a rapid pace. It's a relatively slow, mature business. It's fighting competition.
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