TSE:BCE

BCE Inc. (BCE.TO)

30.37
-0.18 (0.59%)
as of Jul 2, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 2, 2026, 12:00 am

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

BCE Inc. has faced significant challenges in the competitive telecommunications landscape, leading to a recent dividend cut of 56% aimed at funding growth and restructuring efforts, particularly in the AI data center infrastructure sector. Many experts recognize the company's dividend as relatively safe and attractive, citing a yield of around 5%, which is appealing for income-focused investors. However, they caution that the core business is under pressure due to intense competition, and prospects for capital appreciation may be limited in the near term. Some analysts suggest that BCE's strategic moves, including investments in the U.S. and advancements in fiber technology, could lead to long-term benefits, but a turnaround in share price may take time. Overall, while some see potential for stabilization and gradual growth, the general sentiment leans towards caution, with many preferring to approach BCE as a defensive income play rather than a growth stock.

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Consensus
Caution
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Valuation
Fair Value
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RCI.B
HOLD
If you own, he would hang on to this only because this is where the money flow is going. To him it is big-time overpriced. His model price is $30.09 almost a negative 30% differential. If there was any kind of threat, it would pull back to $37. Feels that money flows are so strong that a 5% yield people are willing to buy it no matter what. He would be a seller at $46.51.
COMMENT
It's not too late to buy to own and collect the dividend but probably too late to be able to repeat his performance. Will probably move sideways. If we are going to have decent growth and Europe gets fixed, this stock will underperform as it is viewed as a safety stock.
BUY
This is a stock you want to own and continue to own. Consistent upward trend. Has yet to show signs of technical weakness. Wait to buy until it falls to the bottom of it’s channel ($39 level).
BUY ON WEAKNESS
Had a lot of good things going for them lately. Over the last couple of years, management has really demonstrated some solid improvements. In the last quarter there have been some good cost controls in effect. Losses in the wire line side were not as bad as expected. Expansion into fibre optic TV is offering a competitive alternative to some of the cable areas. Have consistently increased their dividend over the years. Good core holding for anyone with a long-term perspective. Currently the valuation is a little bit rich. Would prefer it at $36.
TOP PICK
Has a nice long trend from early 2009 with some resistance at $41.70 where we could run into some problems but he doesn't think that is going to be the case. Lower volatility.
COMMENT
Just announced a dividend increase and a share buyback. Likes this company.
HOLD
It is a Merry Christmas for BCE shareholders. Just raised dividend. Not all the good news is in the price right now. Just keep watching it.
TOP PICK
7th time they have raised their dividend in the last 3 years. Good yield. Strong management. Has good growth prospects.
PAST TOP PICK
(A Top Pick Feb 15/11. Up 19.28%.) Just raised their dividend again today. Still considers it as outstanding value.
TOP PICK
(A Top Pick Oct 28/10 Up 22.91%.) 5.25% yield. Doing a great job of cutting costs. Doing all the right moves.
BUY
Has done a great job of insulating itself and being able to push forward focusing more on the data side of the business, which has higher margins. More competition coming but they will still be able to pay their dividend.
COMMENT
Caller bought at $25 and wanted to know if he should take some profit? Trading at a low valuation. Good balance sheet. He wouldn't sell.
TOP PICK
In the right space. Nice up-trend. Nice dividend. Makes geniuses out of all of us. Recent earnings were descent. Ranked number 2 in his huge list. If rates go up it will affect defensive stocks but he does not expect higher rates. He would add to this today. Good support around $39 and then at $37.50. A nice up trend. He would like to see it break out. There is no evidence to say that the dividend trade will not go on.
BUY
Doing really well and will continue to do so. High dividend. Stock is worth $50.
COMMENT
As a long-term hold, there are probably better stocks you could own. Has some concerns about the company's ability to grow longer term. He is a little bearish on the sector because wireless competition is intensifying, which has had an adverse effect on revenues. Would like it a little cheaper. Feels the dividend is safe.
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