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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Similar
RCI.B
BUY
It has been a good holding for him. Management is doing the right things. There is still lots of turn-around potential and so he sees further upgrade. Agrees with BCE buying CTV, owner of BNN.
TOP PICK
Dividend story. Has raised dividends since the bottom and management is making little tuck-in acquisitions, which might amount to something someday creating a little bit of growth.
PAST TOP PICK
(A Top Pick Aug 27/09. Up 42.43%.) Still a Hold.
COMMENT
Biggest growth potential between BCE (BCE-T) and Telus (T-T) for a long-term investor? Tends to favour BCE because of us competition and more room to cut costs. Expect they will both grow dividends 5%-10% a year but thinks Rogers (RCI.B-T) and Shaw (SJR.B-T) program with her dividends and buybacks shares faster. (See Top Picks.)
SELL
2024 10% strip bonds. Given that interest rates have come down significantly, there has been a massive capital appreciation in this. Expect interest rates have put in a bottom here, particularly in the longer end, so consider taking profits.
PAST TOP PICK
(A Top Pick Oct 30/09. Up 38%.) Reasonably priced. At this time would buy Manitoba Tel (MBT-T).
BUY
Likes their purchase of CTV Globe Media. Sees it throwing off tons of cash and being able to continue to raise dividends on a regular basis.
HOLD
10% strip maturing 2024. These strip bonds always go up providing a company doesn't default. High yielding securities.
COMMENT
5% should be safe and has been increasing as in the last year or 2. Management has done a good job in restructuring. Doesn't own any telecom stocks as environment is getting too competitive. If you just want dividend income, this is okay.
COMMENT
Deal to buy CTV Globe Media is interesting and highly beneficial. Have to look at the whole content question in 2 aspects. 1) How does it relate to telecoms and 2) applications and hardware in the smart phone area. If you own for income, Hold.
PAST TOP PICK
(A Top Pick Aug 28/09. Up 12.37%.) 4.35% Series 17 preferred bond.
BUY ON WEAKNESS
Great dividend. Chart continues to look very strong being above the 50 day and 200 day moving averages. Expects decent growth. Convergence with Globe media makes a lot of sense.
COMMENT
Recently sold his holdings when it got into the mid-$30's and raised dividends. Just acquired CTV so well now revaluate the situation. Challenge for telecom companies in Canada is that they are slow growing. Replacing wire line with faster wireless, which has much more competition in the next couple of years.
BUY
Taking over CTV media and looking to create income right away. Make sense for them right now. Targeting 65%-75% towards dividends.
PARTIAL SELL
Increased dividends twice this year. Earnings will grow 6% to 8% and they’ll increase their dividends at that rate. If you own, you could trim but he wouldn’t be out of it.
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