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BlackBerry is rated Buy, driven by QNX royalty growth, rising content per vehicle, and robust margin expansion. QNX posted 27% YoY revenue growth in Q2 FY2027, with a record $1.2B royalty backlog and significant new automotive design wins. FWD EV/EBIT of 32.27x reflects an 81% sector premium, justified by anticipated earnings inflection from QNX royalties and margin leverage.
BlackBerry Ltd. (NYSE:BB ) shares are advancing Wednesday as software names rally on renewed risk appetite ahead of IBM and SAP earnings after the close.
A record royalty backlog at the QNX software unit is pulling BlackBerry Limited (NYSE:BB) away from the rest of the vehicle technology group, and the gap is widening as automotive hardware names slip. BlackBerry stock has risen 6% to $9.
Second annual global study of 1,100 automotive software developers finds persistent integration challenges, rising security concerns and a more practical view of AI in SDV development Key Findings from the 2026 Under the Hood: SDV Developer Report: 35% of developer effort is spent, on average, on software integration work below the vehicle application layer rather than building differentiating consumer features with 19% spending at least half their time on that integration work. 76% agree that OEMs should prioritize application-layer innovation over software infrastructure, highlighting the continued importance of focusing on delivering differentiating customer experiences.
Second annual global study of 1,100 automotive software developers finds persistent integration challenges, rising security concerns and a more practical view of AI in SDV development Key Findings from the 2026 Under the Hood: SDV Developer Report: 35% of developer effort is spent, on average, on software integration work below the vehicle application layer rather than building differentiating consumer features with 19% spending at least half their time on that integration work. 76% agree that OEMs should prioritize application-layer innovation over software infrastructure, highlighting the continued importance of focusing on delivering differentiating customer experiences.
BlackBerry Limited is executing a turnaround, driven by robust QNX growth and strengthening tailwinds in autonomous vehicles and physical AI. Q2 revenue rose 26% YoY to $163.3M, with QNX segment revenues up 27% and a record design-win quarter, signaling accelerating demand. Margins are expanding: gross margin improved 3 points YoY, adjusted EBITDA nearly doubled, and full-year guidance implies 40% adjusted EBITDA growth.
A record royalty backlog at QNX, the embedded software business that supplies operating systems to automakers, is driving the biggest move among auto-tech names. BlackBerry Limited (NYSE:BB) shares are up 6% to $8.