The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Verdict |
|---|---|---|---|---|---|
Valuation | 19 | — | 20.3x | Below average | |
Growth | 48 | 1.1% | 5.6% | Near average | |
Quality | 42 | -7.3% | 7.6% | Near average | |
Safety | 50 | -3.5x | 0.4x | Near average | |
Capital Return | 36 | — | 2.15% | Near average | |
Momentum | 88 | — | — | Above average | |
Sentiment | 55 | — | — | Near average |
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
BlackBerry Limited (NYSE: BB) is active in providing advanced security software and services, with its operational activities concentrated in two main segments: smart embedded systems and automotive software through the QNX platform, and secure communications and digital sovereignty aimed at governments and military institutions through the Secure Communications segment. The company relies on a hybrid revenue model that combines volume-based royalties on smart devices and vehicles, development licenses, and subscriptions for security software and services.
During the full fiscal year 2026, the company achieved total revenues of $549.1 million, with a gross profit of $418.2 million, and a positive net income of $53.2 million, recording earnings per share of $0.09. In the third quarter of fiscal year 2025, revenues reached $143.0 million with a net loss of $11.0 million (earnings per share of -$0.02), while the fourth quarter results of fiscal year 2026 showed a strong performance driven by the QNX segment achieving record revenues of $78.7 million, representing a 20% year-on-year growth, and the Secure Communications segment revenues reaching $72.5 million, representing an 8% year-on-year growth.
BlackBerry Limited stock is currently trading at $9.41, which represents a price higher than the analysts' average target price of $8.2, but remains below the upper target limit of $12.00. The current analyst consensus recommendation indicates a "Hold" stance on the stock in light of its 52-week price range of $3.12 to $10.73.
The QNX Royalty Backlog reached a record level of approximately $950 million by the end of fiscal year 2026, registering a 10% growth compared to the previous year. This backlog represents a primary driver for future growth as it guarantees sustainable recurring revenue streams for several years to come. These designs registered in the backlog convert into actual revenues once the vehicles and smart systems enter commercial production, which typically takes two to three years.
The Secure Communications segment benefits directly from increased defense budgets among NATO countries and the growing global focus on digital sovereignty to protect government data locally. This was reflected in the segment's revenue growth of 8% year-on-year to reach $72.5 million in the fourth quarter of fiscal year 2026. This surge is supported by major deals such as providing the German government with Secusmart encrypted software and expanding usage licenses with Shared Services Canada.
The Alloy core platform is a new software platform that combines the secure QNX operating system with safe middleware developed by partner Vector, aiming to simplify software integration for automotive manufacturers. The product is scheduled for general release during the current calendar year, and the company is currently in advanced talks with several major automakers, such as Mercedes-Benz. This platform represents a strategic opportunity to multiply the average selling price (ASP) of the company's products several times compared to selling the basic operating system alone.
Automated analysis for informational purposes only — not investment advice.
BlackBerry expects its total revenue growth to accelerate in fiscal year 2027 to range between $584 million and $611 million, representing a growth of 6% to 11%. The company also expects to achieve adjusted EBITDA ranging between $110 million and $130 million. Non-GAAP earnings per share are expected to rise significantly to reach between $0.15 and $0.19.