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BlackBerry's strong QNX and Secure Communications growth fuel a 26% revenue jump and higher fiscal 2027 guidance, but execution risks remain.
Delivers independently validated, sovereign-grade secure communications trusted by governments worldwide to protect mission-critical voice, messaging, file sharing, and operational coordination. WATERLOO, ON / ACCESS Newswire / July 21, 2026 / BlackBerry® Secure Communications, a division of BlackBerry Limited (NYSE:BB)(TSX:BB) today announced that BlackBerry® SecuSUITE® Server 6.0 and Client 6.0 have been officially relisted as certified products under the International Common Criteria (CC), conforming to the latest NIAP Protection Profiles.
BlackBerry is rated a speculative Buy, with asymmetric upside potential driven by QNX and the Alloy Kore middleware opportunity. QNX's ~$950m royalty backlog and record development license revenue signal robust forward growth, though much of it is long-dated. Valuation sensitivity centers on QNX; Alloy Kore could multiply revenue from existing customers and expand into non-automotive markets.
BlackBerry stock price has pulled back in the past two weeks in New York and Toronto. It dropped to $8.83 on Monday, down by 35% from its highest point this year.
BlackBerry is undergoing a significant turnaround, driven by robust growth in QNX and Secure Communications businesses. Q1 FY2027 revenues surged 26% YoY to $152.9M, with margin expansion and beats on both top and bottom lines. FY2027 guidance signals accelerating momentum: 11% revenue growth, 20% adjusted EBITDA growth, and 13% adjusted EPS growth at midpoints.
BlackBerry has successfully pivoted from phones to high-growth, high-margin QNX and secure communications segments. BB's QNX automotive software and secure communications divisions both posted 20%+ top-line growth, with the latest quarter delivering the first positive operational cash flow in nine years. Despite strong fundamentals, BB trades at a premium (forward P/S 8.6x, GAAP P/E 78x), demanding sustained double-digit growth amid macro headwinds and intense competition.
BlackBerry Limited (TSE: BB - Get Free Report) (NASDAQ: BBRY) insider Philip Simon Kurtz sold 30,000 shares of the firm's stock in a transaction on Tuesday, July 14th. The stock was sold at an average price of C$15.92, for a total value of C$477,600.00. Following the sale, the insider directly owned 95,158 shares in the company, valued
BlackBerry has reinvented itself as a physical AI company on which more than 275 million vehicles rely. A partnership with Nvidia positions it for the upcoming humanoid robot boom.
SEC filings for BB aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.