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BBBB

BlackBerry Limited

$BB·$5.2B·Software - Infrastructure·Technology
$8.06-7.4%YTD+115.4%1Y+78.3%
Price updated 7h ago·X counts updated 5d ago
BBBB
$BBBlackBerry Limited
$8.06-7.36%1.0k posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,037X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $BB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 91% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data19 posts analyzed · as of 2026-10-02

Sentiment is quietly bullish — BlackBerry QNX revenue grew 26% YoY in Q2 FY27, the Coretura design win added $100M+ to the royalty backlog, QNX is now in 275M+ vehicles, and BlackBerry just posted a sixth straight profitable quarter. Bulls frame the stock as a safety-critical software story the market hasn't repriced. The restraint: one technician at $8.21 saying price has to break the 50 EMA cleanly, with a $19 CAD target still a long way off.

Read what X is saying about $BB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

The QNX pivot finally works — automotive royalty engine is landing the biggest design win in its history.

BlackBerry today is QNX (the embedded OS running in 275M+ vehicles) plus a smaller cybersecurity business. The stock has run 140% YTD because the QNX pivot finally showed up in the P&L — sixth consecutive profitable quarter, Alloy Kore design win for the Daimler Truck/Volvo joint venture adding $100M+ to the royalty backlog.

  • The Coretura design win is a genuine inflection: $100M to the QNX royalty backlog in one deal — the largest in QNX history — and royalties take time to build but keep paying for the vehicle's full lifecycle, so this is 10+ years of visible revenue, not a one-off.
  • QNX revenue grew 26% YoY last quarter, trailing free cash flow is now above the 2021 meme-era peak, and the business is actually earning (103x P/E is high, but at $0.14 FY26 EPS the leverage going forward is real).
  • No insider selling in the window and a well-respected new QNX president (John Wall) stepping in — the governance signal lines up with the fundamental one.

Accelerating holds while design wins keep landing and royalty revenue converts to cash. A soft Dec 17 earnings print, or any specific color that automotive OEMs are delaying software-defined-vehicle rollouts, is what cracks the move.

Agrees with X sentimentX bulls citing QNX +26%, Coretura, 275M vehicles, and sixth profitable quarter have the mechanics correct — the Phase 2 trajectory the posters anchor $20-$30 targets to lines up with FY28 analyst revenue of $677M, so the frame is directionally right if auto royalties keep converting.

What to watch: Dec 17 earnings — the QNX royalty backlog trajectory (does it clear $900M?) and any new design-win announcements on the call. A flat sequential royalty print would invalidate the breakout.

On the calendar: 2026-12-17 — Q3 FY27 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $BB

Direct beneficiary — Enterprise cybersecurity and embedded OS software company, pivoted from handsets to QNX automotive software and threat intelligence.; cloud-native tooling is the operational layer for AI infrastructure deployments, sustaining enterprise capex alignment.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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
Q2 2026Sep 24, 2026$0.07$0.04+75.0%
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+25.0%
Next earningsThu, Dec 17·consensus EPS $0.05

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$618.9M$615.1M – $620.9M$0.21$0.20 – $0.225
FY28$677.5M$668.2M – $687.5M$0.23$0.20 – $0.255
FY29$712.2M$695.0M – $725.3M$0.28$0.28 – $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.0.8×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.47%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.-3.7%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.+21.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 585.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% 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.β1.445-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

SellOct 9Jennifer Armstrong-owenSr VP & Chief People Officer3.4K sh$28KSellOct 9Tim FooteCFO8.4K sh$71KSellOct 9Giamatteo John JosephCEO27.0K sh$226KSellOct 9Philip S. KurtzCLO & Corp. Secretary6.2K sh$52KSellOct 2Tim FooteCFO3.3K sh$30KSellOct 2Philip S. KurtzCLO & Corp. Secretary4.2K sh$38KSellOct 2Wall John ChristopherPresident3.5K sh$32KSellOct 2Jennifer Armstrong-owenSr VP & Chief People Officer2.6K sh$24KSellOct 2Giamatteo John JosephCEO29.3K sh$269KSellOct 1Tim FooteCFO16.7K sh$152K
1–10 of 21
+ 31 other (17 exempts · 14 awards) 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

3New insider — initial holdingsSep 243
AI summary

John Christopher Wall filed a Form 3 initial statement of beneficial ownership as a new reporting person at BlackBerry Ltd (BB), effective September 23, 2026, in his capacity as President, QNX. The filing discloses previously granted restricted share unit awards from April 2025, January 2024, and December 2025, vesting on various quarterly and annual schedules through 2028. This is a routine insider reporting disclosure tied to a new officer appointment at BlackBerry's QNX embedded systems division.

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.

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

Recent news

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

BlackBerry Limited (BB) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·2d agoQNX Launchpad Introduced to Help Startups Build and Scale Mission-Critical Productsaccessnewswire.com·3d agoJim Cramer Likes This Tech Stock, Recommends Sticking With Applied Aerospacebenzinga.com·4d agoCan BlackBerry's QNX Drive Growth Through AI, Automotive & Robotics?zacks.com·5d agoBlackBerry's Rising Cash Flow Supports Strategic Investment Optionszacks.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

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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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