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BBBB

BlackBerry Limited

$BB·$6.4B·Software - Infrastructure·Technology
$9.10-0.7%YTD+139.8%1Y+126.7%
Mentions · last 7 days
2026-07-09: 448 posts2026-07-10: 398 posts2026-07-11: 98 posts2026-07-12: 234 posts2026-07-13: 456 posts2026-07-14: 300 posts2026-07-15: 506 posts2,475-3%
Price updated 9m ago·X counts updated 2d ago
BBBB
$BBBlackBerry Limited
$9.10-0.66%2.5k posts-3%
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.

Driven by hypeCooling offAI verdict · as of 2026-07-16

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

QNX-in-275M-vehicles turnaround is real — but the CEO just cleared $3M and the tape is +178% YTD.

BlackBerry is the enterprise cybersecurity + QNX automotive/robotics software company that's finally producing tangible turnaround numbers after a decade of drift. The stock is up 178% YTD, and the last two weeks of insider selling are the leading signal into the September print.

  • The turnaround is now a real numbers story: Q4 FY26 revenue grew 9% YoY to $157M, gross margin held at 77%, operating margin jumped to 17% from single digits, and last quarter delivered the first cash-positive Q1 in nine years — the operating-leverage inflection bulls have been underwriting for years.
  • QNX inside ~275M vehicles is the underappreciated moat: BlackBerry QNX runs in roughly 275M vehicles worldwide, and the physical-AI/robotics expansion opens a second growth vector with real-time OS lock-in — the piece the market underweighted for years, and the tape is finally waking up.
  • Insider action is meaningfully heavy: CEO John Giamatteo sold ~$3.1M across three trades at $11.22-11.35 on July 6-9, CLO Kurtz sold $410K, other officers cleared $500K more — $4M+ of officer distribution in a two-week window at the exact levels the tape is trying to hold.

The September 24 Q2 FY27 earnings are the near-term test — Q2 revenue at or above the Q4 $157M run-rate, gross margin durability above 75%, any FY27 guide movement on Robotics/Physical-AI pipeline extend the setup. A revenue miss or margin compression signals cyclical drag and validates the CEO's July timing.

Agrees with X sentimentX is emphatically bullish on the QNX-in-275M-vehicles turnaround, cash-positive Q1 (first in nine years), and government/enterprise trust wins (Saudi Aramco talks, Marcos roundtable). Mechanics validate the trajectory: revenue +26% YoY, EBITDA +144% YoY, 77% gross margin. The tension X honestly flags — CEO Giamatteo's ~$3.1M sale at $11.22-11.35 — is a real countersignal to the 'triple digits incoming' framing that deserves more weight than the crowd gives it.

What to watch: The September 24 Q2 FY27 earnings. Watch Q2 revenue vs $157M Q4 run-rate, gross margin durability above 75%, and any FY27 guide movement on Robotics/Physical-AI pipeline. Continued CEO/officer selling into a strong print signals distribution; steady beat extends the setup.

On the calendar: 2026-09-24 — Q2 FY27 earnings

float missingbeta missing

X sentiment

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

Bullish sentiment59 posts analyzed · as of 2026-07-15

BlackBerry chatter is emphatically bullish on a turnaround thesis that is now producing hard numbers. Latest quarter delivered revenue growth of ~26% YoY and adjusted EBITDA +144% YoY, marking the first cash-positive Q1 in nine years. Bulls repeatedly point to QNX embedded software running in ~275M vehicles worldwide and expanding into robotics/physical AI, plus government-trust wins (Saudi Aramco Digital talks, Philippine President Marcos roundtable, plus existing use by US Senate, Canadian Navy, White House and Secret Service). Traders describe consolidation near $11 with whale flow at max levels since April, and 'triple digits incoming' calls; only real bearish note is grumbling about CEO share sales.

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

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $BB

Direct beneficiary — Enterprise cybersecurity and embedded OS software company, pivoted from handsets to QNX automotive software and threat intelligence; core operations sit in the path of the cloud-native adoption and AI security spend despite multiple compression.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%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 – $0.155
FY27$612.9M$608.6M – $615.7M$0.19$0.15 – $0.225
FY28$676.5M$670.0M – $682.2M$0.23$0.19 – $0.265
FY29$639.1M$626.6M – $654.8M$0.28$0.27 – $0.293

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.0.7×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.58%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.+2.0%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.+72.6%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 today5.0% 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.β1.485-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
+ 36 other (22 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
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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 earnings 8-Ks · 2 proxys · 2 13Gs · 1 10-Q) in window

Recent news

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

BlackBerry: The Push Into Physical AI Is Transformativefool.com·1d agoNew Strong Buy Stocks for July 15thzacks.com·2d agoBlackBerry vs. Palo Alto Networks: Which Cybersecurity Stock Wins?zacks.com·4d agoMeme ETF rally leaves many underwaterreuters.com·7d agoInvestors Heavily Search BlackBerry Limited (BB): Here is What You Need to Knowzacks.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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