BlackBerry Ltd (BB)

Sep 25, 2026

BlackBerry is highlighted as a solid small-cap software opportunity with an attractive market niche, focusing on secure embedded software for vehicles and secure communications software for regulated industries. The company's emphasis on operating efficiency, profitability, cash flow, and shareholder returns is seen as a positive. The article suggests strong momentum in its automotive software business is driving profitable growth.

Sep 25, 2026

BlackBerry stock is down after analysts weighed its stronger-than-expected second quarter against softer near-term guidance, particularly in its Secure Communications segment. While the QNX engine showed strong performance and the company raised its overall fiscal 2027 revenue outlook, analysts remain cautious due to valuation concerns, leading to maintained "Hold" and "Sector Perform" ratings and lowered price targets.

Sep 24, 2026

BlackBerry reported strong fiscal Q2 2027 results, with revenue up 26% year-over-year to $163 million and a sixth consecutive quarter of positive GAAP net income. The QNX business achieved record quarterly revenue of $80 million, driven by higher-margin royalties and growing demand for software-defined vehicles, including a significant design win with Coretura. The company raised its full-year revenue outlook to $616 million–$636 million, although it lowered its secure communications forecast due to geopolitical uncertainty.

Sep 24, 2026

BlackBerry Ltd (NYSE:BB) stock increased by 1% before the bell after reporting better-than-expected adjusted second-quarter earnings and revenue, and raising its 2027 guidance due to strong performance in its automotive software business. The stock has seen a 121% year-to-date gain, with technical support at its 126-day moving average, and analysts note potential for a short squeeze despite mostly "hold" ratings. Options data also indicates a higher-than-usual interest in bearish bets.

Sep 24, 2026

BlackBerry reported strong financial results for the second quarter of fiscal year 2027, with total revenue increasing 26% year-over-year to $163 million and adjusted EBITDA growing 81%. The QNX business achieved record quarterly revenue and secured its largest design win to date, the Alloy Kore contract with Coretura, valued at over $100 million. The company also raised its fiscal year 2027 revenue and adjusted EBITDA outlook, indicating continued positive momentum.

Sep 24, 2026

BlackBerry Ltd. reported a significant increase in its second-quarter profit and revenue compared to the previous year, leading the company to raise its financial outlook for the 2027 fiscal year. The Ontario-based firm posted a profit of US$33.9 million, with revenue climbing 26 per cent to US$163.3 million, driven by growth in QNX, secure communications, and licensing revenues. Consequently, BlackBerry now anticipates higher total revenue and adjusted earnings per share for the upcoming fiscal year.

Sep 23, 2026

BlackBerry's QNX business is strengthening its position in software-defined vehicles (SDVs) as Coretura, an SDV platform company, selected its Alloy Kore platform for next-generation commercial vehicles. This agreement marks the first design win for Alloy Kore, which combines a safety-certified real-time operating system with pre-integrated automotive system services to accelerate development cycles for OEMs. The company anticipates this expansion will increase software content per vehicle and bolster average selling prices, projecting QNX revenue of $70-$75 million for fiscal Q2 2027.

Sep 22, 2026

BlackBerry has secured a deal worth over US$100-million for its new Alloy Kore automotive software with Coretura AB, a joint venture between Daimler Truck and Volvo Group. This significant contract is the first for Alloy Kore and is expected to substantially increase revenues from BlackBerry's QNX software business, which is already present in over 275 million vehicles globally. The software, developed with Vector Informatik GmbH, aims to help vehicle manufacturers build software-defined vehicles more efficiently and cost-effectively, marking a crucial step in BlackBerry's strategic revival.

Sep 22, 2026

BlackBerry (NYSE: BB) shares surged 7% after Coretura, a joint venture between Daimler Truck and Volvo Group, selected its QNX-based Alloy Kore for its commercial truck software-defined vehicle platform. This marks the first named design win for Alloy Kore, though no contract value or revenue timeline was disclosed. The news propelled BlackBerry's stock, which is up 141% year-to-date, ahead of its quarterly earnings report, while competitors Aptiv and Mobileye saw only modest gains.

Sep 22, 2026

BlackBerry's QNX division, in partnership with Vector, has secured a deal with Coretura, a joint venture between Daimler Truck and Volvo Group. Coretura will utilize BlackBerry's Alloy Kore vehicle software as the foundation for its software-defined vehicle platform for commercial vehicles. This agreement marks the first design win for Alloy Kore and signifies a major advancement for the future of commercial vehicle software.

Sep 22, 2026

BlackBerry (BB) is scheduled to report its fiscal second-quarter 2027 results on September 24, with the Zacks Consensus Estimate for EPS at 4 cents and revenues at $143 million. The company's QNX and Secure Communications divisions show improving operational strength, particularly with QNX benefiting from broad adoption in automotive and general embedded markets, and Secure Communications stabilizing due to government demand. Despite strong recent share price performance and improving fundamentals, the stock's premium valuation and competitive pressures suggest that new investors might want to await clearer evidence of sustained earnings growth.

Sep 22, 2026

BlackBerry's stock rose 7% after Coretura, a joint venture of Daimler Truck and Volvo Group, selected its QNX-based Alloy Kore for its software-defined vehicle platform in commercial trucks. This significant design win precedes BlackBerry's quarterly earnings report, validating its automotive software strategy. While BlackBerry saw a substantial gain, peers like Aptiv and Mobileye experienced minimal movement, indicating the market views this as a company-specific win rather than a broader sector re-rating.

Sep 20, 2026

Bank of America Corp DE has acquired a significant 5.12 million-share stake in BlackBerry Limited, valued at approximately $64.7 million. This move comes as institutional investors increase their holdings in BlackBerry, which recently reported stronger-than-expected quarterly earnings. Despite insider selling, analysts maintain a mixed "Hold" rating for the company.

Sep 15, 2026

BlackBerry (BB) shares increased by 1.04% to $7.75, outperforming the broader market which experienced a slip. The company is scheduled to release its earnings report on September 24, 2026, with analysts predicting an EPS of $0.04 and a revenue increase of 10.34%. Currently, BlackBerry holds a Zacks Rank of #3 (Hold) and trades at a Forward P/E of 45.12, indicating a premium compared to its industry.