BlackBerry Limited news

Strong Q2 earnings beat with 26% revenue and 81% EBITDA growth, raised full-year guidance, record QNX revenue with 27% growth, and expansion into high-growth markets like autonomous vehicles and robotics. However, valuation at 46x forward earnings is noted as a concern.

First design win for Alloy Kore with major OEM partnership (Coretura), expected to increase software content per vehicle and support backlog growth. Stock has surged 166.9% in past six months. Strong positioning in SDV market with expanding platform strategy.

While the stock showed a modest daily gain (+1.04%), it has underperformed significantly over the past month (-13.82%). The Hold rating, stagnant EPS estimates, and premium valuation (Forward P/E of 45.12 vs. industry 19.75) suggest limited upside potential despite modest revenue growth expectations.

Article highlights BlackBerry's continued strength with particular attention given to its improving technical conditions.

Strong business transformation with dominant automotive market position (275M+ vehicles), 10.1% YoY revenue growth, positive GAAP EPS beat, $950M design-win backlog providing revenue visibility, and strategic partnerships with NVIDIA and NATO expanding TAM. However, sentiment is tempered by insider selling patterns and rising short interest (26.7% increase).

Stock gained 13.17% on announcement of two significant strategic deals that expand QNX's market reach in edge AI and EV sectors, bolstering the company's growth prospects and reputation for reliable technology solutions.

Stock surged 13.17% on expanded Nvidia partnership news. Company achieved GAAP profitability over last three quarters and QNX division shows strong growth momentum with 10% annual sales growth and 23% backlog growth since 2022. Diversification into high-growth regulated markets (robotics, medical imaging) presents significant upside potential.

BlackBerry is expected to report earnings of $0.04 per share with no change from the year-ago quarter. Consensus estimates have remained unchanged over the last 30 days, and revenues are expected to grow modestly at 10.3% year-over-year, indicating stable but unexciting performance.

BlackBerry is expected to report flat year-over-year earnings of $0.04 per share with modest revenue growth of 10.3%. The unchanged consensus EPS estimate over the last 30 days suggests stable but unexciting expectations with no significant upside or downside catalysts anticipated.

Cramer expects the stock to rise due to the company's interesting technology in the automotive sector.

Included among key MNS market players, positioned to benefit from growing demand for secure, compliance-ready communication platforms in regulated industries.

Jumped +18.95% as higher-beta tech sector winner in broad AI and semiconductor rally.

Q4 2026 results beat expectations with strong QNX revenue growth (20% YTD), $950 million royalty backlog, and new Nvidia integration for edge AI platforms. Stock jumped 13-14% on Nvidia partnership announcement. However, sell-side remains cautious due to concerns about backlog conversion timeline and early-stage commercialization.

Senior leadership from the company serves on the ODA Board in the cyber security domain, aligning it with Canada's growing digital defence priorities and coordinated procurement pathways.