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Published
10 Nov 24
Updated
19 Apr 26
Views
2.9k
Not Invested
BCEBCE
BCE logo
Fair Value
CA$37.5
Share price19 Apr
CA$32.3513.7% undervalued intrinsic discount
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1Y-4.40%
7D-0.58%

Improved Long-Term Outlook And Ongoing Risks Will Shape Performance Through 2028

AN
AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
10 Nov 24
Updated
19 Apr 26
Views
2.9k
Not Invested
Fair ValueCA$37.5
Share priceCA$32.35
13.7% undervalued intrinsic discount
Narrative
Updates19

Shared on 19 Apr 26

Fair value Decreased 0.078%

BCE: AI Data Centres Will Drive Returns Despite Wireless Price War

Analysts have made a modest upward adjustment to the CA$41 Street price target for BCE, highlighting updated views on pricing risk, recent target hikes from several firms, and refined assumptions around revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on BCE reflects a mix of optimism around valuation support and growth projects, alongside fresh concerns about competitive pressure in Canadian telecom.
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61 viewsusers have viewed this narrative update

Shared on 05 Apr 26

Fair value Increased 0.39%

BCE: Price War Risks And AI Data Centres Will Shape 2026 Outlook

Analysts made a modest upward adjustment to the BCE fair value estimate to CA$37.53. This reflects slightly higher assumed revenue growth and profit margin expectations, along with a marginally lower future P/E multiple and a small change in the discount rate, following recent price target increases across several firms and ongoing sector price war concerns.
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82 viewsusers have viewed this narrative update

Shared on 08 Mar 26

BCE: Fair Outlook Balances 2026 Guidance With Tight Range Rating Revisions

Analysts have inched their average price target on BCE higher to CA$40, with small tweaks to discount rate and P/E assumptions. These adjustments reflect updated views on risk and valuation inputs rather than big shifts in the core earnings outlook.
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64 viewsusers have viewed this narrative update

Shared on 22 Feb 26

Fair value Increased 0.99%

BCE: Fair Outlook Weighs 2026 Guidance Against Mixed Rating Revisions

Analysts have nudged their fair value estimate for BCE higher to CA$37.38 from CA$37.01, citing recent price target moves around CA$40 and updated assumptions for revenue growth, margins and future P/E as the main drivers of this change. Analyst Commentary Recent research on BCE reflects a mix of cautious tweaks and more constructive moves on valuation, with price targets broadly clustering around the CA$40 mark.
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63 viewsusers have viewed this narrative update

Shared on 07 Feb 26

Fair value Increased 1.49%

BCE: Fair Outlook Balances Mixed Rating Moves And 2026 Guidance

Analysts have nudged their BCE valuation slightly higher, with the fair value estimate moving to $37.01 from $36.47, as they balance mixed price target moves on the Street with updated assumptions for revenue growth, profit margins and future P/E levels. Analyst Commentary Street research on BCE in recent days has been mixed, with some price targets nudged lower and at least one upgrade.
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51 viewsusers have viewed this narrative update

Shared on 11 Dec 25

BCE: Share Price Will Rise On Clearer Outlook And Recent Rating Upgrades

Analysts have nudged their average price target for BCE modestly higher to C$34 to C$37 per share, citing improved confidence in the company’s multi year outlook, a better growth and balance sheet trajectory, and expectations for gradual revenue and EBITDA reacceleration from 2026. Analyst Commentary Recent research updates reflect a more constructive stance on BCE, with several firms lifting ratings and targets as they recalibrate models to the company’s longer term guidance and post selloff valuation.
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112 viewsusers have viewed this narrative update

Shared on 27 Nov 25

Fair value Increased 0.16%

BCE: Share Price Will Rise On Improved Outlook And Recent Upgrades

The analyst price target for BCE has increased modestly, with several firms now seeing improved growth prospects and balance sheet strength. This has led to higher targets such as C$37 from C$35, as analysts cite greater confidence in the company's outlook through 2028.
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89 viewsusers have viewed this narrative update

Shared on 13 Nov 25

Fair value Increased 0.73%

BCE: Share Price Will Benefit From Improved Outlook Through 2028

Analysts have raised their price targets for BCE by approximately C$2 to C$3 per share. This reflects increased confidence in the company's improving growth prospects and balance sheet outlook.
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141 viewsusers have viewed this narrative update

Shared on 30 Oct 25

Fair value Increased 0.49%
BCE's analyst price target has modestly increased from C$35.97 to C$36.15 as analysts cite improved confidence in the company's long-term outlook and gradual earnings growth following recent upgrades and an encouraging investor day. Analyst Commentary Recent analyst actions reflect a shift in sentiment toward BCE, as well as a recognition of both the company's improved prospects and remaining challenges.
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119 viewsusers have viewed this narrative update

Shared on 15 Oct 25

Fair value Increased 1.58%
BCE's analyst price target has increased from C$35.41 to C$35.97 as analysts express greater confidence in the company's growth outlook and balance sheet trajectory, following recent upgrades and positive research commentary. Analyst Commentary Recent analyst activity around BCE has been notably positive, reflecting shifting outlooks following the company's recent investor event and quarterly results.
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10 viewsusers have viewed this narrative update

Shared on 04 Sep 25

Analysts modestly raised their price targets for BCE reflecting improved long-term growth prospects and synergies from the Ziply acquisition, but maintained a balanced risk-reward view amid stable fundamentals, resulting in no net change to the consensus price target, which remains at CA$35.41. Analyst Commentary Bullish analysts increased price targets following the completion of the Ziply deal, which is expected to enhance BCE's long-term growth prospects.
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4 viewsusers have viewed this narrative update

Shared on 01 May 25

Fair value Increased 2.29%
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6 viewsusers have viewed this narrative update

Shared on 23 Apr 25

Fair value Decreased 0.75%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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4 viewsusers have viewed this narrative update

Shared on 17 Apr 25

Fair value Decreased 0.85%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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4 viewsusers have viewed this narrative update

Shared on 09 Apr 25

Fair value Decreased 0.57%
AnalystConsensusTarget has decreased revenue growth from 1.2% to 0.9%.
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0 viewsusers have viewed this narrative update

Shared on 02 Apr 25

Fair value Decreased 0.34%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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2 viewsusers have viewed this narrative update

Shared on 26 Mar 25

Fair value Decreased 3.48%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
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4 viewsusers have viewed this narrative update

Shared on 19 Mar 25

Fair value Increased 7.29%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Read more
1 viewusers have viewed this narrative update

Shared on 12 Mar 25

Fair value Decreased 0.15%
Read more
2 viewsusers have viewed this narrative update

Fair Value vs Share Price

CA$37.5
vs CA$32.3513.7% undervalued intrinsic discount
PastFuture026b2015201820212024202620272029Revenue CA$25.9bEarnings CA$2.7b
1.9%
Revenue growth
10.4%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on BCE

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Company analysis

Undervalued with proven track record.

Market capCA$30.3b
PB1.5x
Estimated Growth1.1%
Dividend Yield5.4%
Full analysis

CEO & management

Mirko Bibic
CEO
2.9yrs
CEO Tenure

A communications company, provides wireless, wireline, internet, streaming services, and television (TV) services to residential, business, and wholesale customers in Canada.

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