TSE:BCE

BCE Inc. (BCE.TO)

30.08
+0.17 (0.57%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 26, 2026, 12:00 am

This summary was created by AI, based on 44 opinions in the last 12 months.

BCE Inc. has drawn mixed reviews from experts, with many suggesting it is consolidating as a defensive and income-generating play due to its high dividend. Recent challenges include a significant dividend cut and increasing competition from tech advancements like Starlink, which has adversely affected its market performance. While the company is seen diversifying its revenue streams, particularly towards AI and data center infrastructure, concerns around long-term growth persist. Analysts view the current environment as less favorable for telcos amid rising interest rates and competitive pressures. Despite these factors, some experts are optimistic about BCE's potential to stabilize and gradually recover as market conditions improve and cost-cutting measures take effect.

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Consensus
Neutral
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Valuation
Fair Value
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BUY
A believer in BCE. It’s a cash flow machine. Dividend will continue to rise.
COMMENT
Strip bond due in 2026, yield of 6.2%. 16 years is fairly long and it is a zero coupon bond which means duration is also 16. If you don't need the cash flow, it is an OK longer-term hold.
BUY
Would own it here and buy it here. Has excellent upside from here. It is turning around. Throws off huge cash. Raised dividend and will do it some more.
WEAK BUY
Has been accumulating it for some time. Dividend is good support for the support. A pretty good run recently. We are not going to get to where it was when the pension plan was bidding for it. For a cash flow producer and good business metrics, she likes the stock. She likes Rogers more now.
PAST TOP PICK
March 9,2009 Recommended at 24.14 the only think you could recommend in those days. A safe bet.
BUY
His average purchase price is at $26. The company is right across Canada so it's not exposed in any particular market. The management is new, and is doing an extremely good job. Just increased the dividend, just under 6%.
BUY
Good performer, since teacher deal fell through. Likes what they are doing. Focused on raising dividend. Hype about new entrants is overdone.
TOP PICK
Lots of telecoms try to be internet and media companies. After 2002 they sold off a lot of assets that they bought. Now things are going back to more normalized levels. Paying down debt and lots of cash flow and great dividend.
BUY
He prefers Rogers and Shaw. Sole reason for owning BCE is the dividend. Modest capital gains from here. Reasonable minimum downside. At some point he thinks they and Telus will spin off wireless.
WEAK BUY
Likes – it’s a full position. It is a communications pipeline. Done a great job of returning capital to shareholders. Great cash flow. It’s sleepy but it pays a nice dividend. It’s an ok buy in this range. Their wireless business is ok and they are smart.
BUY
Has always been the “steady Eddie” type company. Upgraded wireless system last year and that should add more of a spin to their mobile area. Good dividend yield.
BUY ON WEAKNESS
Hold for dividend. Some chance of capital appreciation. Would look to buy at a lower price.
TOP PICK
Blew away the street with their wireless edition in the last quarter. Will have $2 billion of free cash flow. Earnings from operations that are not needed for capital expenditures will be given back to shareholders. Has been raising its dividend regularly. Trading at about 10X earnings.
DON'T BUY
Outlook is relatively stable. Had a nice move off the bottom. Sold his holdings last year when it ran up. Problem is there is no real growth. Wire line is not growing at all.
PAST TOP PICK
(A Top Pick Jan 22/09. Up 10.1%.) Sold it at $27-$28 when it was fully valued. Company faces some challenges.
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