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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Similar
T, T
TOP PICK
There is very little probability that the deal will not go through for $42.75.
HOLD
The question is whether the deal closes or not. He favours the view that it will happen. If it doesn't, you get a bit of settling back of the price and then you probably get some dividend restoration.
COMMENT
The weaker Cdn$ means the US banks involved will have to access less US$ but won't be the critical factor on whether the deal is done or not. The major players say the deal will be done and he feels the same.
DON'T BUY
If something you own is not behaving the way it should, then you are missing something. At this point you are speculating. The market is telling you something else. If this deal gets done you wills see a lot of money pulled out of the preferreds and into the bank preferreds.
HOLD
She sold about 2/3’rds of position. Hold unless big position, in which case sell. Thinks the deal will get done, but the question is price.
RISKY
When dividend stopped that really hurt. City Group could come back and ask to revise the rules again. Situation has changed so much since this deal went down. Would not short sell BCE. Deal could go through at a lower price.
DON'T BUY
Vs. Bonds. Is the stock the best play or the bonds? Stock was a pretty good play earlier in the year. Not all the bonds are going to be called. If you have the risk, play the stock. Don’t buy the bonds expecting them to be called.
RISKY
Stock is where it is because of uncertainty based on Royal Bank of Scotland coming under scrutiny. Downside is to about $25 before it closes.
BUY
If deal is not done it will re-instate dividend right away. Very little downside. 60% change of deal going through.
DON'T BUY
Never thought the deal would go through – didn’t think the deal was financable. Still doesn’t think that city-group, the lead financier, can go through with the deal with something on the other side. Wife is a teacher and things teacher is paying way too much.
HOLD
Thinks deal will close but may be delayed. Impressed with managers. Bullish on this stock. After stabilizing the asset, they may have to build out to convert to GSM.
PAST TOP PICK
(A Top Pick Sept 12/07. Flat) Believes deal will still get done. The banks can still come up with the capital.
N/A
Funding coming from different banks and some may re-assess their position or pricing. Deal will probably go through, based on information give to us.
HOLD
Believe both parties want to do the deal but there are a lot of changes going on. Not a total certainty, which is why it is trading where it is. Would hesitate about buying this.
TOP PICK
Will close at $42.75 in December. Traditional players are out of the market. Arbitrage players had to sell holdings to cover Shorts so this was a good one because of liquidity. Deal spread has now gone to 24%-25%. If the deal does not go through, the stock is worth $30. 10% to 20% of losing, but an 80% chance of making it.
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