BB's Strong Start Prompts Higher FY27 Expectations: Can It Deliver?
BlackBerry's strong QNX and Secure Communications growth fuel a 26% revenue jump and higher fiscal 2027 guidance, but execution risks remain.
BlackBerry's strong QNX and Secure Communications growth fuel a 26% revenue jump and higher fiscal 2027 guidance, but execution risks remain.
Delivers independently validated, sovereign-grade secure communications trusted by governments worldwide to protect mission-critical voice, messaging, file sharing, and operational coordination. WATERLOO, ON / ACCESS Newswire / July 21, 2026 / BlackBerry® Secure Communications, a division of BlackBerry Limited (NYSE:BB)(TSX:BB) today announced that BlackBerry® SecuSUITE® Server 6.0 and Client 6.0 have been officially relisted as certified products under the International Common Criteria (CC), conforming to the latest NIAP Protection Profiles.
BlackBerry is rated a speculative Buy, with asymmetric upside potential driven by QNX and the Alloy Kore middleware opportunity. QNX's ~$950m royalty backlog and record development license revenue signal robust forward growth, though much of it is long-dated. Valuation sensitivity centers on QNX; Alloy Kore could multiply revenue from existing customers and expand into non-automotive markets.
BlackBerry stock price has pulled back in the past two weeks in New York and Toronto. It dropped to $8.83 on Monday, down by 35% from its highest point this year.
BlackBerry is undergoing a significant turnaround, driven by robust growth in QNX and Secure Communications businesses. Q1 FY2027 revenues surged 26% YoY to $152.9M, with margin expansion and beats on both top and bottom lines. FY2027 guidance signals accelerating momentum: 11% revenue growth, 20% adjusted EBITDA growth, and 13% adjusted EPS growth at midpoints.
BlackBerry has successfully pivoted from phones to high-growth, high-margin QNX and secure communications segments. BB's QNX automotive software and secure communications divisions both posted 20%+ top-line growth, with the latest quarter delivering the first positive operational cash flow in nine years. Despite strong fundamentals, BB trades at a premium (forward P/S 8.6x, GAAP P/E 78x), demanding sustained double-digit growth amid macro headwinds and intense competition.
BlackBerry Limited (TSE: BB - Get Free Report) (NASDAQ: BBRY) insider Philip Simon Kurtz sold 30,000 shares of the firm's stock in a transaction on Tuesday, July 14th. The stock was sold at an average price of C$15.92, for a total value of C$477,600.00. Following the sale, the insider directly owned 95,158 shares in the company, valued
BlackBerry has reinvented itself as a physical AI company on which more than 275 million vehicles rely. A partnership with Nvidia positions it for the upcoming humanoid robot boom.
BB, NGL, VG, FPS and VIRT have been added to the Zacks Rank #1 (Strong Buy) List on July 15th, 2026.
BB's lower valuation, QNX growth and cybersecurity momentum offer a more compelling risk-reward profile than PANW today.
Investors chasing market themes are learning a familiar lesson: a hot investment doesn't necessarily make for a profitable one.
BlackBerry (BB) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
BB sees QNX's fastest-growing GEM strategy opening new opportunities in robotics and industrial automation as recent customer wins strengthen adoption.
New single-stock ETFs give investors amplified leveraged daily participation tied to BlackBerry Limited (NYSE: BB) and Everpure, Inc. (NYSE: P) NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- GraniteShares, an independent ETF issuer known for its lineup of leveraged single-stock ETFs, today announced the launch of GraniteShares 2x Long BlackBerry Daily ETF (Ticker: BBUL) GraniteShares 2x Long P Daily ETF (Ticker: PUL) BBUL seeks daily investment results, before fees and expenses, of 200% (2x) of the daily percentage change in the price of BlackBerry common stock (NYSE: BB).
New single-stock ETFs give investors amplified leveraged daily participation tied to BlackBerry Limited (NYSE: BB) and Everpure, Inc. (NYSE: P)
After reporting a strong first-quarter fiscal 2027, BlackBerry Limited BB saw its shares surge roughly 22% as investors rewarded better-than-expected revenue, expanding profitability and improved full-year guidance. BB's shares have gained 265.6% in the past three months compared with the Internet Software industry's rise of 5%.
BlackBerry has emerged as a significant market winner in 2026, with shares more than tripling. Recent Q1 results signaled a positive inflection, with revenue growth and GAAP profits finally materializing after prolonged struggles. The surge in shares has put the valuation at a level that matches tech names that are usually growing their top lines much faster.
BB's QNX and Secure Communications units are gaining traction with new wins, rising demand and platform expansion that could fuel future growth.
New integrations extend BlackBerry AtHoc mission orchestration into the identity and collaboration systems organizations already run, keeping coordinated response fast and accountable as the window between warning and action shrinks WATERLOO, ON / ACCESS Newswire / June 30, 2026 / BlackBerry Secure Communications, a division of BlackBerry Limited (NYSE:BB)(TSX:BB), today announced enhancements to BlackBerry® AtHoc® , its mission orchestration platform. BlackBerry AtHoc coordinates the people, information, and action a critical event demands, from first alert through the response that follows, with real-time accountability across every organization involved.
BlackBerry Ltd (NYSE:BB) shares are moving higher on Monday. RBC Capital Markets reported on Friday that it lifted its price target and highlighted a stronger-than-expected start to the fiscal year.