QNX Growth and Automotive AI Potential Might Change The Case For Investing In BlackBerry (TSX:BB)

Simply Wall St
  • BlackBerry Limited recently reported that its fiscal Q2 2026 revenue and QNX segment sales exceeded previous guidance, both posting year-over-year growth.
  • A global study by BlackBerry's QNX division highlighted that 91% of automotive software developers expect AI to soon play a major role in vehicle software development, potentially transforming the industry landscape.
  • We’ll explore how the strong QNX segment performance and focus on automotive software innovation are shaping BlackBerry’s investment narrative.

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What Is BlackBerry's Investment Narrative?

To be a shareholder in BlackBerry today, you have to be convinced by its shift from legacy hardware to a software-first, automotive and cyber-focused business. The latest Q2 results, where revenue and QNX segment growth topped guidance, reinforce that the QNX automotive platform is gaining traction, especially as automotive clients face regulatory and recall pressures. The global study showing 91% of auto software developers expect AI to reshape vehicle development gives fresh hope for future relevance, but the short-term outlook still hinges on QNX’s ability to secure more high-profile automotive deals and whether BlackBerry can turn improving net income into sustainable, long-term profitability. Risks remain: continued board turnover and relatively low return on equity could test confidence. This news on AI and QNX fires up an important catalyst, yet execution and margin improvement are still front of mind for many investors.
But there's always the risk of leadership changes disrupting momentum, something investors should keep an eye on.

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

TSX:BB Community Fair Values as at Oct 2025
Nineteen retail investors in the Simply Wall St Community value BlackBerry anywhere from US$3.46 to above US$120 per share. While these opinions diverge sharply, QNX’s growth story and ongoing board changes add critical context that could shift the narrative ahead. Consider multiple perspectives before forming your own outlook.

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

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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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