BlackBerry (BB) is a buy due to its successful pivot to AI infrastructure and mission-critical software, evidenced by consecutive profitable quarters and strong QNX segment growth.
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BlackBerry (BB) Stock Soars 18% – QNX Record Revenue is Just the Start! | BB Stock Analysis
Investing Talk PodcastMay 23, 2026
BlackBerry (BB) has successfully pivoted from its legacy smartphone business to a high-margin AI infrastructure and mission-critical software provider. The company has achieved four consecutive profitable quarters and halted topline decline, with Q4 revenue accelerating and meeting the 'rule of 40' metric, indicating strong software health and operational maturity. The QNX segment, powering automotive safety systems, is a key driver of this turnaround.
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buy opened May 23, 2026
+30.47%