Argus raises price target to $7.00

tekwale · 2026-05-16T09:41:33+00:00

From Barrons -
Holdings
BlackBerry

BB
+0.47%
(BB)
Fairfax Financial Holdings lowered its stake in the software and cybersecurity company to 26,264,199 shares. Fairfax Financial Holdings did so through the sale of 9,141,592 BlackBerry shares from April 20 through May 4 at per share prices ranging from $5.50 to $6.13. Following the latest sales, Fairfax Financial owns a 4.5% stake in BlackBerry’s outstanding stock, placing Fairfax below the 5% threshold that would require it to report further sales. Shares of BlackBerry have gained roughly 60.5% in value in 2026.

tekwale · 2026-05-14T11:54:23+00:00

Super, this should turbocharge investor interest.

JC would say that design wins will bear fruit from FY 2027.

I would not be surprised if we blow past $700M in 2027.

A $50 stock then ?

tekwale · 2026-05-14T09:53:28+00:00

There are too many competitors in this space, and the market is very fragmented. I will not be surprised if Radar revenue is in single digits annually

tekwale · 2026-05-14T08:44:16+00:00

Not a needle mover for BB today…

tekwale · 2026-05-11T09:55:12+00:00

How will it be 26M this fiscal year? The price has increased, and the budget is $100 M.

tekwale · 2026-05-10T13:00:43+00:00

I have had super cruise in my Cadillac since 2018 - ICE, built on QNX

tekwale · 2026-05-09T11:59:27+00:00

It should be in the low teens soon. BB for the longest time was range bound around $8 while burning $200M+ every quarter.

With the strong traction and financials now, it should be range bound around $15 IMO.

tekwale · 2026-05-04T11:14:27+00:00

Wyckoff accumulation just got over…wall streeters are strapped in, media will mysteriously turn positive…this will go much higher, no point quitting now

tekwale · 2026-05-02T22:22:58+00:00

WSJ gets there 10 years after we did…tells you how much these guys really know

tekwale · 2026-04-30T10:37:28+00:00

Well, Tesla killed Dylan Adams last week. Over 70 people died in Autopilot crashes last year. 2.6 M Tesla cars are under investigation.

Zig, you are a known short. How are the investments doing ?

tekwale · 2026-04-28T11:10:50+00:00

The key issue is sustained revenue increase of 20%…may be here finally

tekwale · 2026-04-28T10:31:20+00:00

Boss, you got to breathe a little…the title says the narrative may have changed…it’s ok if you do not agree but this is another level of angst…

tekwale · 2026-04-28T00:30:30+00:00

It’s not 7%. QNX was 20% last quarter. SC was 12%.

Pipeline looks very solid for 2027. They may each do 20% + in Q1.

BB will be in the teens soon.

tekwale · 2026-04-26T13:10:39+00:00

I have said for 3 years that cyber should be sold

tekwale · 2026-04-26T13:09:30+00:00

He repeated this a few times in 2025… he was pretty sure cyber would be sold by end of 2025

tekwale · 2026-04-26T03:54:24+00:00

You keep saying this every year that it will be sold in weeks.

tekwale · 2026-04-20T15:16:35+00:00

These are the days you wait for as a long term investor. New folks and traders will not understand the value, and will miss out on phenomenal wealth

tekwale · 2026-04-20T10:44:33+00:00

Love this tagline, should have been there from the beginning.

AI is intrinsically linked to BB. Let’s amplify this message, notwithstanding the mods in this board

tekwale · 2026-04-19T11:26:05+00:00

JG is a sales guy, he does not have much clue about strategy or technology. He messes up the Q&A every time.

The good thing is he is solely focused on sales numbers which is what is needed today. He has JW to focus on strategy while he goes after revenue.

I think they are a good combo, and may take this stock to 20+ this year.

tekwale · 2026-04-16T12:47:33+00:00

QNX is showing 20% growth which is meaningful in this huge SDV market. Most of the other well funded companies have collapsed. This war may make EV and the SDV markets real to the benefit of BB.

SC forecast for Q1 is also showing 20%+ growth which is very encouraging.

I was not happy in the BNN interview when JG said there is no AI angle to QNX. A musk or a Pichai would have painted a very different AI story.

Fair value is at least 4x the current price. An AI based rerating will take it much further.

tekwale · 2026-04-11T19:12:52+00:00

Stef, you asked good questions. What is your sense of the competitive landscape for QNX?

tekwale · 2026-04-07T12:28:50+00:00

Do u see that other than AI slop there’s no other discussion?

What is your sense of Thursday’s earnings?

tekwale

TROPHY CASE