TSE:BCE

BCE Inc. (BCE.TO)

32.57
+0.11 (0.34%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
2007 watching
0
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
valuation icon
Valuation
Fair Value
review icon
Similar
RCI.B
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.
PAST TOP PICK
(A Top Pick Nov 25/11. Up 19.06%.) Still likes.
COMMENT
Good solid company. Raise their dividends twice this year. Good management.
PAST TOP PICK
(A Top Pick June 15/11. Up 7.9%.) 5.25% yield. Well run. Represents excellent value.
DON'T BUY
Strong management team. Share price is up. Not worth more than what it trades for today. Single digit growth. Doesn't fit his criteria.
DON'T BUY
Expensive right now. Dividend is safe. Are positioning themselves for the 4G network. ARPO is about $60, which is high among their piers. Prefers T-T
DON'T BUY
Telecom’s seasonality isn’t right now. Strong trend line and a few tops right here. A rising wedge, which is a bullish pattern. A good stock, but not something he would favour this time of year.
BUY
Bell and Telus are good. He owns both. Wire line service is deteriorating more slowly than those in the US. Fiber TV is growing. Dividend will probably increase.
BUY
Hit a new high recently and is running against the grain of the market. Still has an excellent yield.
COMMENT
6.8% strip bonds expiring May 2042. Strips have definite purposes. You can match them up to retirement, education, that sort of thing. As long as you are comfortable that the company was last that long, they make a lot of sense.
BUY
Has held in nicely during the market selloff. Feels it is a flight to quality and safety. Strong dividend. One of the better telcos in Canada.
TOP PICK
(Top Pick Oct 28/10, Up 19.35%) People prefer dividends to bond yields. You need stocks that pay dividends in this volatile market.
Showing 1,081 to 1,095 of 2,252 entries