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
TOP PICK
4.35% Series AG. Preferreds generally are trading higher than corporates right now as well as having tax advantages.
PAST TOP PICK
(A Top Pick Jan 23/09. Up 18.34%.)
BUY
Should be happy with 6% dividend. Is moving more global with Email and Blackberry.
WEAK BUY
Equivalent of a long-term bond with a 6.23% yield. Earnings growth is pretty mediocre.
TOP PICK
Very low PE and high dividend yield at 6.3%. Very high free cash flow yield. Now back to their good core businesses with some pricing power in some of them.
BUY
Telcos are not a heavy weighting in his portfolios. It will be some time before they lose significant market share against the new players but there will be some challenge to growth and margins. Good defensive play. 6.2% yield. This would be his 1st choice.
PAST TOP PICK
(A Top Pick Jan 9/09. Up 21.25%.) Would buy on weakness. Expect telcos will have some pressure from new wireless companies.
BUY
6% yield and there is some upside and growth on the wireless side.
BUY
Raised the dividend twice in 2009. Strong free cash flow. Paying down debt and funding their pension.
BUY
Likes the 6% dividend yield. Management is delivering on what they say they will. Won't be a great growth story as wire lines will continue to drag. Expecting decent dividend growth.
PAST TOP PICK
(A Top Pick May 08/09. Up 20.09%.) 5.54% maturing Feb 15/17. Still likes.
TOP PICK
Good dividend paying stock. Largest telco in Canada. Could make further acquisitions. New management is pointed in the right direction. Likes the yield, which has just been increased and is safe.
TOP PICK
Likes management. Not a large uptick in share price but 7% dividend is good
PAST TOP PICK
(A Top Pick Jan 5/09. Up 16.25%.) Still a buy.
PAST TOP PICK
(Top Pick May 15/09, Up 11%) Still likes it. He trimmed his holdings by a third on recent strength, to accumulate Telus
Showing 1,246 to 1,260 of 2,252 entries