How Investors Are Reacting To BlackBerry (TSX:BB) Securing Malaysia’s ASEAN Summit Communications

• Malaysia’s Ministry of Foreign Affairs has expanded its use of BlackBerry AtHoc and BlackBerry SecuSUITE to secure communications during the 46th and upcoming 47th ASEAN Summits, with the new deployment set to further protect command and control operations from October 26 to 28, 2025.
• About 80% of inter-agency communications for the summits will now be secured using BlackBerry solutions, highlighting the company’s critical role in safeguarding diplomatic exchanges at high-profile international gatherings.
• We'll explore how Malaysia’s broadening adoption of BlackBerry’s secure platforms shapes the company’s position in global government communications.

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What Is BlackBerry's Investment Narrative?

For anyone considering BlackBerry shares today, the essential story remains anchored in its shift from consumer devices to enterprise cybersecurity and IoT solutions, where government contracts and secure communications are vital growth catalysts. The recent announcement that Malaysia’s Ministry of Foreign Affairs will expand BlackBerry’s AtHoc and SecuSUITE platforms for the ASEAN Summits signals potential for deeper public sector penetration, but the financial impact is likely limited in the short term relative to the company’s overall size and revenue outlook. While successful deployments expand BlackBerry’s credibility in mission-critical environments and may stimulate future opportunities, this single contract is unlikely to shift the near-term earnings trajectory or prompt a major rerating given the current trading multiples and price target discount. The biggest risks continue to be high valuation, reliance on a narrow set of products, and an inexperienced board relative to peers, factors not erased by a single government win. In contrast, unusually high valuation multiples remain a key issue investors should be aware of.

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Exploring Other Perspectives

The Simply Wall St Community includes 19 different fair value assessments for BlackBerry, ranging from US$3.46 to a very large US$126.60 per share. While some see strong upside, others remain cautious, reflecting wide disagreement about future growth potential in light of recent government deals and ongoing profitability risks. Explore a range of independent estimates and see how your view might align or differ.

Explore 19 other fair value estimates on BlackBerry - why the stock might be worth 46% 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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