How Investors Are Reacting To BlackBerry (TSX:BB) Naming John Wall President of QNX Division

• On November 17, 2025, BlackBerry Limited announced that John Wall has been appointed President of its QNX division, succeeding Mattias Eriksson who will stay on as an advisor until the end of the year.
• Wall, a veteran in embedded software and a long-serving leader at QNX, is widely credited with driving the division’s growth in automotive and embedded systems.
• We’ll explore how this experienced appointment at the helm of QNX could influence BlackBerry’s broader investment narrative in enterprise software.

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What Is BlackBerry's Investment Narrative?

To see upside as a BlackBerry shareholder, you have to believe that the turnaround in its core software business, especially in QNX's automotive and embedded verticals, can be sustained and accelerated. The recent appointment of John Wall as President of QNX is significant, given his long history of operational success at the division, but it’s not likely to cause an immediate shift in BlackBerry's most important short-term catalysts, those still revolve around execution on key partnerships, product wins, and continued traction in cybersecurity and IoT. Risks remain, including BlackBerry’s expensive valuation relative to peers and persistent board turnover, which could unsettle some investors looking for stability. While Wall’s appointment brings deep technical continuity at a pivotal moment, its effect on risk, and on upcoming revenue and earnings catalysts, may only become clear in subsequent quarters. For now, price action suggests the news is being digested as a positive but not transformative event.
However, board turnover is still worth watching for signs of instability.

Despite retreating, BlackBerry's shares might still be trading above their fair value and there could be some more downside. Discover how much.

Exploring Other Perspectives

The Simply Wall St Community posted 19 fair value estimates for BlackBerry ranging from CA$3.46 to over CA$120 per share, reflecting strong disagreement about future potential. While some project very large upside, recent board changes and valuation pressures remain front of mind as decision points. You can explore more of these divergent community viewpoints to get a fuller picture.

Explore 19 other fair value estimates on BlackBerry - why the stock might be worth 41% less than the current price!

Build Your Own BlackBerry Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your BlackBerry research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free BlackBerry research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate BlackBerry's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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