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.

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Consensus
Hold
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Valuation
Fair Value
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RCI.B
TOP PICK
Reported great earnings relative to expectations. CTV acquisition should turn out to be very good. Increased the dividend 5%. (6th one since the 4th quarter of 2008.) 5.5% dividend yield. Good growth.
COMMENT
Just reported earnings above estimates and raised their dividends. Trading at about 12X earnings. Solid grower but not a tremendously fast grower. Fits in a portfolio where you want some decent income and require income in a portfolio.
COMMENT
Whole Telecom space looks decent but not a ton of upside. Has had a big pop in the last month or so. With their dividends, it makes a great defensive stock. Good hold for the longer term.
COMMENT
5%+ dividend is safe and has no doubt they will continue to increase it. Have gone through an upgrade of their network, so that’s behind them. Feels the capital upside on a lot of the telecom names in then near term is limited given the new entrants coming in.
BUY
Largest telecommunication business in Canada. He bought for income. Increased their dividend and thinks they will do so again. Good management.
TOP PICK
(A Top Pick Feb 15/11. No change.) 5.5% dividend yield and he expects another one soon. Management has done an outstanding job of executing on its plan. CTV acquisition is going to work out very well. They are the best positioned, in this space, to deal with all the changes that are unfolding.
BUY
A cash flow machine. Have done a fantastic job of cutting costs. They basically wiped out middle management. It keeps dropping to the bottom line, either through purchases of content, buy back of shares or increase of dividend. Telco space is either reasonably priced or reasonably cheap.
WEAK BUY
You get higher growth than BA but a little less yield, so they are about the same. He prefers this to BA
DON'T BUY
A very low growth situation. They have done a great job managing costs. Dividend is safe, but there won’t be any growth.
PAST TOP PICK
(Top Pick Jan 18/10, Up 35.42%) Still likes it. Are doing a lot of the right things. A great stock to be buying at these levels. Lots of free cash flow, reasonable debt levels.
BUY
He likes all of the telecoms. BCE did a great job of upgrading their whole wireless system. The whole market is expanding. Well-managed company. Will continue to trim out fat management. Increased dividend twice last year and once this year, but he expects increases to be more moderate this year.
BUY
In the process of buying CTV. He has been buying this recently. Dividend is strong and stock has been going up since the bottom in 2009. The services they provide are growing more than people would imagine.
BUY
Excellent dividend yield of over 5%. Also had a great record over the last 3 years of increasing dividends. If she had to own only one thing in the telecom space it would probably be Rogers (RCI.B-T) but she does like this one. Has downward drag on earnings from losing the wire line but are active in the wireless, which will be a big growth area.
PAST TOP PICK
(A Top Pick Oct 28/10. Up 6.43%.) Still likes.
COMMENT
Technically it is very strong and chart shows a very positive trend. Will probably outperform the market for the next little while. You have to watch to see if it breaks down at about the $35 level.
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