TSE:BCE

BCE Inc. (BCE.TO)

32.79
-0.04 (0.12%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 7, 2026, 12:00 am

This summary was created by AI, based on 38 opinions in the last 12 months.

BCE Inc. has experienced significant challenges recently, including a dividend cut to manage its payout ratio and to invest in growth areas such as AI data centers. Experts view BCE as primarily a defensive play with a 5% yield, suitable for income-seeking investors rather than those looking for capital appreciation. While some analysts see potential in BCE's strategic initiatives, including cost reductions and a focus on AI, many remain cautious due to competitive pressures from companies like Starlink and regulatory challenges in the telecom sector. The general sentiment reflects a belief that BCE's core business will struggle amidst rising competition, and while there are positive indicators for long-term growth, the immediate outlook remains uncertain.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
T, 1344
DON'T BUY
Good dividend income. Starting to lighten up. Better off with companies in "voice over IP".
DON'T BUY
Changing from a possible income trust to an acquirer of another company has roiled the waters for both this company and BCE. Would avoid both at this time.
DON'T BUY
Fair market value is $30, so not much upside to it. 4% dividend. Would like to buy it around $22.
BUY
Doesn't like the competitive environment or the pricing in the telecoms.
BUY
Has been a really disappointing performer. Pays a 4½ dividend. Satellite, mobile and high-speed Internet are all doing well and this stock will start to reflect that.
DON'T BUY
Doesn't think it has substantial upside from here. Thinks the wireline sector is going to be struggling with voice over Internet.
DON'T BUY
The local and long-distance phone businesses are mature businesses subject to price competition from voice over Internet. Very difficult for them to grow.
HOLD
Has been in a very narrow trading range. Well-positioned in any economic recovery. Likes what management is doing refocusing the company on its core operations. The big challenge will be voice over Internet.
DON'T BUY
Fair market value is about $30/31, so not a lot of upside left. Trading at about 2X book value, which is an absolute maximum. What's holding it at this price is the 4½% dividend.
DON'T BUY
Not a big fan of telcos. Cable companies are wanting to get into their turf which is a signal that makes him nervous.
BUY
Have executed very well over the last two years. Likes management. Continuing to unwind non-core assets. Telecom sector is under pressure. Expect the stock will be higher two years out.
WEAK BUY
Havent made any money over past few years. Flat as a pancake. Best position.
WAIT
Similar earnings this year as last year. Wont be an increase in dividend. BCE ins tgoing anywhere in the near future. Working on telephone over the interent.
DON'T BUY
Fully valued. Model price is $28.
PAST TOP PICK
(A top pick Oct 30/03. No change.) A defensive pick. Likes the fact that they are focusing on their core businesses.
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