Blackberry Ltd (BB:CA) (BB)
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In its fiscal Q1 2026, BlackBerry reported adjusted earnings per share (EPS) of $0.02, surpassing analyst expectations. While overall revenue declined slightly by 1.4% year-over-year to $121.7 million, it exceeded forecasts. The QNX automotive software division demonstrated strong performance, with revenue increasing over 4% to $57.5 million. The company raised its full-year revenue forecast to a range of $508 million to $538 million, up from the previous range of $504 million to $534 million.
Blackberry’s CEO, John Giamatteo released a statement on his company’;s financial results: “BlackBerry made a strong start to the new fiscal year, building on the solid foundation we as a company have laid over the past year,”.
Analyst sentiment has also been positive, with several firms raising their price targets for BlackBerry.
Strategically, BlackBerry has streamlined its operations by divesting its Cylance cybersecurity business to Arctic Wolf for $160 million in cash and shares, allowing the company to focus on its core strengths in IoT and automotive software. The QNX platform now powers over 195 million vehicles globally, capturing 50% of the automotive embedded software market. Partnerships with major players like Microsoft and AMD further bolster its position in the rapidly growing software-defined vehicle sector.
Financially, BlackBerry is demonstrating a strong turnaround. The company achieved positive operating and free cash flow ahead of schedule, with total cash and investments at $266 million as of Q3 FY2025.
Several institutional investors have recently increased their holdings in BlackBerry Ltd. (BB), signaling renewed confidence in the company’s strategic direction and financial performance. Notably, Alberta Investment Management Corp. boosted its stake by 60.5% in Q4 2024, acquiring an additional 243,000 shares to reach a total of 644,900 shares valued at approximately $2.45 million . Similarly, Sei Investments Co. expanded its position by 261.7% during the same period, adding 307,582 shares to hold a total of 425,129 shares worth about $1.61 million . Other investors, such as Signaturefd LLC and International Assets Investment Management LLC, also increased their holdings by 39.9% and 60.7%, respectively, in Q4 2024 . These actions suggest that institutional investors are optimistic about BlackBerry’s prospects, particularly in its focus on cybersecurity and automotive software solutions
Considering these factors—strong financial performance, strategic focus on high-growth sectors, and positive analyst outlook—BlackBerry’s stock appears to be a solid buy for investors seeking exposure to the evolving automotive and cybersecurity markets.
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Interesting to see BlackBerry double down on QNX and IoT — focusing on areas with consistent growth makes strategic sense. The earnings beat and raised forecast suggest the market might start recognizing the value in this pivot.
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