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
PAST TOP PICK
(Top Pick Jun 18/09, Up 36%) Thinks dividend will go up on this stock. Possibility of a foreign takeover, which would put it in the $40s. That’s not the only reason to own it.
BUY
Gov’t announced possibility of increased foreign ownership in telecom, which raises the possibility of a takeover. Smart phones are data hogs. Have more bandwidth than Rogers. Bullish on entire telecom space.
COMMENT
Good yield and not too volatile.
BUY
When markets are choppy like they are now, you want to be in something like this. Very conservative and paying a nice dividend. Chart shows an upward trend and is now in a trading range, which he thinks will continue during this period of weakness and will probably move higher in September-October.
BUY
Great company. Management has done a great job of bringing down the costs. Have also looked at the individual businesses to see what the return of capital is. Good growth in wireless. Service side has increased incredibly.
BUY
Good solid holding. Owns but feels Rogers (RCI.B-T) has more growth and dividend growth opportunities.
PAST TOP PICK
(A Top Pick Dec 18/09. Up 15.5%.)
COMMENT
Tempted on this for his income portfolio. Overall earnings are up 12% year-over-year. Coming quarter earnings are expected to be up 24%. Good for income investors but for growth there are better opportunities.
TOP PICK
(A Top Pick March 29/10. Down 4%.) 4.35% Series AG preferreds. If it ever got called out it would be at $25. 5.28% yield.
COMMENT
Caller Sold a Sept Call and a Put and collected about $2. What strategies should he now use? Looks like he will be Called. To go back into the stock, Buy back the $30 Put that you’ve Sold and then Sell another Put at about $32.
PAST TOP PICK
(Top Pick Jun 5/09, Up 34.64%)
PAST TOP PICK
(Past Pick May 19/09, Up 40.85%) Telecoms were a great place to be.
BUY
They complete with Rogers. Still more costs they can cut. Dividend growers.
TOP PICK
Great management and are cutting costs, which are dropping to the profit line. Beat estimates. Wireless growth is decent. Olympics sponsorship really helped their wireless line. A free cash flow machine. Good yield.
COMMENT
Very attractive yield. Good management. Have a lot of cash flow and is using these proceeds to increase dividends, which they have done a couple of times in the last year. She prefers cable.
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