TSE:BCE

BCE Inc. (BCE.TO)

32.57
+0.11 (0.34%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 15, 2026, 12:00 am

This summary was created by AI, based on 40 opinions in the last 12 months.

BCE Inc. currently faces significant challenges within a highly competitive telecom sector, leading to a decline in its stock price and a considerable dividend cut of 56%. Experts highlight that while BCE's traditional telecommunications business remains stable, it is under pressure due to competition from alternatives like Starlink and regulatory challenges. Many analysts view BCE as primarily a dividend play, appealing for income but lacking in growth potential. The company's strategic move towards AI data center infrastructure shows promise and could provide new revenue streams, with an aim for $2 billion by 2028. Despite the current struggles, the consensus suggests that BCE has potential for recovery in the long term, supported by its more manageable payout ratio and recent upgrades from brokers indicating institutional interest.

consensus icon
Consensus
Hold
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Valuation
Fair Value
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RCI.B
BUY
Likes the drip program, especially with a stock like BCE. Will probably move sideways. They will probably raise the dividend.
BUY
Telecoms. Owns most of them and sees descent dividends. BCE increased dividend 6 times since the teachers attempted buy out. This would be his recommendation. Core holding.
PAST TOP PICK
(A Top Pick Feb 15/11. Up 24.51%.) Looking at little bit rich but still yields 5% and management continues to execute very, very well. Had considered having this as a Top Pick.
COMMENT
Telecom stocks have all performed quite well this last year. Thinks this is investors seeking yield and stability of earnings. Current price is over her current target price.
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.
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