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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Financials 
Technical Analysis 0
Investor Insights
Sep 6, 2026, 12:00 amThis summary was created by AI, based on 38 opinions in the last 12 months.
BCE Inc. has been facing significant challenges in the telecom sector, with experts expressing mixed sentiments about its future. Many analysts view BCE primarily as a dividend play, especially following a dividend cut that has made the payout ratio more manageable. While the company's traditional telecommunications business remains stable, it's under pressure from competition and changing market dynamics, including the rise of satellite internet services like Starlink. Some reviews highlight BCE's strategic shift towards AI data centers, suggesting potential growth in this area despite ongoing struggles in its core business. Overall, the sentiment leans towards caution, with a focus on income generation rather than capital appreciation for investors considering BCE at this time.
Consensus
Caution
Valuation
Fair Value
Similar
T, T
PAST TOP PICK
(A Top Pick Feb 21/18, Up 12%) They're making fine progress in fiber to the home and capturing market share. Their wireless is also doing well. They regularly raise their dividend.
Michael SprungOwned
telephone utilities
PAST TOP PICK
(A Top Pick Feb 07/18, Up 11%) Best in class. Their fibre to the home network is mostly done and will gain them more market share. Pays a 7% cash flow yield. BCE can bundle with their new fibre, while their Fibe is doing well. Their net additions last quarter beat expectations. He took some profits recently yet still likes it alot.
Paul Gardner, CFAOwned
telephone utilities
BUY ON WEAKNESS
They're good at finding ways to grow 2-4%. Slightly better and safer than Telus. By this on a dip like $56-57. Hold it if you own it.
Bruce Campbell (1)Owned
telephone utilities
PAST TOP PICK
(A Top Pick Feb 02/18, Up 11%) Good for regular cash flow and he expects a dividend increase. This sector continues to grow and BCE came raise charges. Telcos are a good space and BCE is the biggest player here.
David CockfieldOwned
telephone utilities
WATCH
He owns Telus. He recently bought Verizon in the US because of 5G. BCE and Telus are going to have to invest a lot in 5G technology. He does not see a lot of dividend growth going forward. These are not growth stories. You are buying them for their dividend and dividend growth.
Lyle SteinOwned
telephone utilities
BUY
Will the 5G conversion hurt the telcos? A challenge but also an opportunity for them. Look at how much capital they can tap, which BCE can without problem. Their stock price doesn't indicate that there's a big risk on the horizon. A great company with a fine dividend. You can buy and hold this and it will weather a recession. A big holding of his.
James TelfserOwned
telephone utilities
PAST TOP PICK
(A Top Pick Nov 15/18, Up 8%) Still likes it though the valuation is now a little pricey. He may take a few profits. BCE can be rocky. Pays a safe 5.5% dividend. Has a solid balance sheet and cash flow.
Andrew PyleOwned
telephone utilities
HOLD
Blue chip. One of the premium dividend payers. One of the issues is that pricing power is not quite there. Not a growth story, but you can 100% hold it as a dividend play. Nothing to propel earnings higher in next 2-3 years, so she's not excited about it. No chatter about future acquisitions. Great company, great management team. Yield is 5.5%.
telephone utilities
BUY
FTS-T vs. Utilities vs. Telecoms. It is an easy choice to Telcos. They are both regulated. Both steady state, stable businesses. BCE-T vs. FTS-T. He is long BCE-T. It is has good valuation here. 16 PE. FTS-T has 13 times. You should do better in Telecoms. T-T is warnings of implications f the Chinese telecom is banned from Canada.
Jason MannOwned
telephone utilities
BUY
BCE vs. BNS for dividend growth and a long-term holding He owns both. Two different companies. The view on interest rates is positive for both. BCE: telecoms won't suffer from cord cutting, since they have a stake in streaming as well; and wireless, cable and interest rates are still high in Canada. BNS: just added to his holding; been a poor performer in the past year, but their international exposure is a positive; pays a good dividend; and this is a safe stock. Canadian banks as a whole earn a lot of money, and he doesn't see problems in this sector. BCE is more defensive, but it comes down to which sector you want.
Zachary Curry Owned
telephone utilities
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