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BBBB

BlackBerry Limited

$BB·$5.3B·Software - Infrastructure·Technology
$8.15-0.1%YTD+132.2%1Y+115.6%
Mentions · last 7 days
2026-08-22: 84 posts2026-08-23: 57 posts2026-08-24: 63 posts790+12%
Price updated 3h ago·X counts updated 7d ago
BBBB
$BBBlackBerry Limited
$8.15-0.12%790 posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BB, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-31

Catching its breath after a run — could pick back up or fade from here.

BlackBerry's QNX is quietly the auto/robotics-embedded software winner — shipping in 275M+ vehicles and now expanding into edge AI with a Hailo-8 accelerator.

BlackBerry is now a QNX embedded-software company — the operating system inside 275M+ vehicles and increasingly in robotics — after fully retiring its phone identity years ago. The stock has doubled over the past year on the physical-AI thesis and just paused after a Q1 beat that lifted expectations.

  • Revenue is finally growing consistently: Q4 was $157M up 9% YoY, and management guides to $594-621M FY27 revenue on a $950M royalty backlog — for the first time in years, backlog is expanding faster than revenue, meaning the growth is durable.
  • The QNX-plus-Hailo-8 partnership is the concrete new signal: Hailo-8 accelerator support benchmarks up to 14x more consistent than real-time Linux — that translates directly to design wins in ADAS and robotics where deterministic timing matters most.
  • Five consecutive profitable quarters is the qualitative shift — BlackBerry has crossed the threshold from turnaround to compounder, and the market is only starting to give it multiple-expansion credit as evidenced by the 132% YTD move.
  • The head-and-shoulders chart pattern and July insider selling are the real optical concerns: technical distribution overlapping with softer insider signaling means the September 24 print needs a clean beat, not just a hold.

The move restarts as long as royalty backlog keeps growing faster than revenue and QNX design-win commentary keeps expanding into robotics — September 24 earnings is the next tell. What invalidates the cooling narrative: another insider-selling cluster or a QNX design-win slowdown; what restarts it: a clean beat with royalty backlog stepped up.

Agrees with X sentimentBulls' QNX-in-275M-vehicles, Hailo-8-14x-consistency and $950M-royalty-backlog framing is validated by the operating numbers and the guide; the H&S-and-July-insider-selling caution is real but hasn't yet converted into a break.

What to watch: September 24 Q2 earnings — need royalty backlog stepped up and QNX design-win commentary continuing to expand. Another insider-selling cluster or a QNX design-win slowdown confirms the cooling; a clean beat restarts the run.

On the calendar: 2026-09-24 — Q2 earnings

embedded os leaderphysical ai pivotroyalty backlog growthinsider selling optical

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment97 posts analyzed · as of 2026-08-31

X is decisively bullish on BlackBerry, with the QNX/robotics pivot dominating chatter — traders cite the CEO's line that robotics is QNX's fastest-growing business, the Hailo-8 partnership, and raised FY27 guidance near $621M as evidence the market is asleep. Chartists call an oversold bottom with Wykoff-style accumulation, while a smaller technical camp flags a head-and-shoulders and warns of rough tape into September earnings.

Read the AI verdict + X sentiment for $BB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Enterprise cybersecurity and embedded OS software company, pivoted from handsets to QNX automotive software and threat intelligence.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $BB.

Software - Infrastructure · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $BB

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Enterprise cybersecurity and embedded OS software company, pivoted from handsets to QNX automotive software and threat i.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
103.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
10.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
75.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 25, 2026$0.04$0.03+33.3%
Q1 2026Apr 9, 2026$0.06$0.05+20.0%
Q3 2025Dec 18, 2025$0.05$0.04+25.9%
Q2 2025Sep 25, 2025$0.04$0.01+300.0%
Next earningsThu, Sep 24·consensus EPS $0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$157.1M+9.2%76.6%17.4%$0.04$45.6M
Q3 FY26$141.8M-1.3%77.5%8.4%$0.02$17.3M
Q2 FY26$129.6M+2.7%74.5%8.9%$0.02$1.7M
Q1 FY26$121.7M-1.4%74.2%1.6%$0.00$-20.1M

Forward consensus

4-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$538.6M$537.1M – $540.1M$0.15$0.14 – $0.154
FY27$615.8M$611.4M – $618.6M$0.19$0.15 – $0.225
FY28$679.6M$673.1M – $685.4M$0.23$0.19 – $0.265
FY29$642.0M$629.6M – $658.5M$0.28$0.27 – $0.291

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.48%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+38.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 584.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 14Philip S. KurtzCLO & Corp. Secretary30.0K sh$340KSellJul 9Tim FooteCFO8.2K sh$90KSellJul 9Giamatteo John JosephCEO152.0K sh$1.7MSellJul 9Jennifer Armstrong-owenSr VP & Chief People Officer3.3K sh$36KSellJul 9Philip S. KurtzCLO & Corp. Secretary6.4K sh$71KSellJul 8Giamatteo John JosephCEO125.0K sh$1.4MSellJul 2Giamatteo John JosephCEO28.3K sh$317KSellJul 2Tim FooteCFO25.9K sh$321KSellJul 2Jennifer Armstrong-owenSr VP & Chief People Officer2.6K sh$29KSellJul 2Philip S. KurtzCLO & Corp. Secretary4.2K sh$48K
1–10 of 16
+ 29 other (15 awards · 14 exempts) in window

See when $BB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 258-K — Item 5.07: Shareholder vote
AI summary

BlackBerry held its 2026 Annual and Special Meeting on June 25, 2026, with 341.5 million shares represented. All eight director nominees were elected, with Barry Mainz and Lori O'Neill receiving the strongest support (~266M votes). PricewaterhouseCoopers LLP was re-appointed as auditors (336.7M for). Additional proposals covering the company's Deferred Share Unit Plan were also voted on. Routine annual governance meeting — no material strategic changes.

8-KPress release / Reg FDMay 88-K — Item 7.01: Press release / Reg FD
AI summary

BB filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-08. Covers: presenting approximately 4. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

SC 13D/AActivist amendmentMay 6SC 13D/A
AI summary

V. PREM WATSA filed an amended Schedule 13D on BB disclosing beneficial ownership (26,264,199.00 shares) as of 2026-05-06. The filer's stated intent is passive investment with no plan to influence control of the company.

+ 9 other (2 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BlackBerry Stock Trending as QNX Expands Into Edge AI With Hailo-8 Supportbenzinga.com·4d agoThe Tech Download: BlackBerry lost the phone war. Now it's betting on cars and robotscnbc.com·4d agoQNX and Hailo Join Forces to Advance Reliable Physical AI at the Edgeaccessnewswire.com·5d agoBlackBerry CEO says robotics is one of its fastest-growing businessescnbc.com·7d agoBlackBerry (BB) Falls More Steeply Than Broader Market: What Investors Need to Knowzacks.com·7d ago

In themes

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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