TSE:BB
BlackBerry (BB.TO)
13.08
-1.32 (9.17%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
504 watching
Financials 
Technical Analysis 0
TOP PICK
Auto and security software. QNX was a drag on them this year, plus execution issues. Tremendous transition, but not reflected in the stock price. Refinanced convertible debt. Cheap way to play growth and internet security technology. No dividend. (Analysts’ price target is $7.27)
John ZechnerOwned
electricalelectronic
DON'T BUY
Handset's interesting, but how many people are going to go back to that? iPhone and Google are more competitive. So many other tech companies out there that are better. Just move on. There are better spots for your money.
electricalelectronic
SELL ON STRENGTH
He believes there are better opportunities. OTEX-T is a more interesting company. If you have made money then it is time to move on.
electricalelectronic
PAST TOP PICK
(A Top Pick Jun 03/19, Down 33%) Bell announced a deal with them today. The threat of cybersecurity has increased as more people work from home, and BB is the leader is enterprise security software. BB also leads in car entertainment and driver assistance software. They are a pure software play now with $1-billion in revenues, mostly recurring. He doesn't expect Fairfax to buy BB, but thinks there is a shareholder review now to enhance shareholder value. He feels BB is grossly undervalued. Trades at a low 2.5x revenues. BB boasts recurring revenues and high margins, too.
electricalelectronic
WAIT
WATCH
Looks like they turned the corner in their last quarter after investors have punished them for revenues declining in 2019. Peers have grown faster, but BB is starting to look attractive. Look for a few more quarters of turnaround as they move more into cybersecurity. There's potential for mulitple expansion; it trades at 2.5x revenue vs. peers at 6-7x. You can start to pick away at it, but he'd rather watch a few quarters.
Jamie Murray No
electricalelectronic
TOP PICK
John Chen should get CEO of the year--turning around this company into cybersecurity. He's done this while generating positive cash flow with cash on the balance sheet. They're growing revenues 15-20% a year in a highly valued field. Investors will wake up and recognize this transition. This will pay off.
John ZechnerOwned
electricalelectronic
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