In the latest trading session, BlackBerry (BB) closed at $4.09, marking a -0.97% move from the previous day. The stock's performance was behind the S&P 500's daily loss of 0.56%. Elsewhere, the Dow saw a downswing of 0.58%, while the tech-heavy Nasdaq depreciated by 0.51%.The cybersecurity software and services company's shares have seen an increase of 21.47% over the last month, surpassing the Computer and Technology sector's gain of 11.21% and the S&P 500's gain of 7.37%.Analysts and investors alike will ...

Core Insights - BlackBerry Limited's Radar technology has been adopted by Direct ChassisLink, Inc. (DCLI) for its fleet of 100,000 domestic 53-foot chassis, aiming to enhance intermodal logistics through improved reliability, visibility, and operational efficiency [1][2]. Company Collaboration - DCLI has a long-standing partnership with BlackBerry, having tested Radar on a subset of its fleet for over five years, leading to an exponential expansion of its use due to the solution's reliability and actionable insights [2]. Product Features - BlackBerry Radar is an intelligent asset monitoring solution that provides near real-time visibility into asset location, cargo load status, motion, mileage, and environmental conditions [3][4]. - The solution is built on a secure cloud platform, ensuring user data privacy and compliance with enterprise-grade standards [4]. Operational Benefits - Radar offers continuous near real-time location data, enabling precise asset tracking and smarter decision-making regarding equipment positioning, which improves turnaround times for DCLI [5]. - The technology aids in proactive maintenance, helping DCLI anticipate service needs and respond quickly to road service events, thereby enhancing overall fleet performance [6]. Industry Context - The deployment of Radar comes at a crucial time for the freight industry, which faces challenges such as driver shortages, rising fuel costs, and supply chain disruptions, necessitating smarter and faster delivery solutions [7]. Economic Considerations - BlackBerry is cautious about potential supply chain disruptions and changing demand in the automotive sector, which is cyclical and influenced by broader economic conditions [8]. - Recent tariff changes on automotive goods have created uncertainty for BlackBerry, although the company does not expect a direct impact on its products and services [9]. Financial Performance - BlackBerry maintains its revenue guidance at the upper end of $250-$270 million, while widening the lower end due to current uncertainties [9]. - The company has a Zacks Rank of 1 (Strong Buy), with shares gaining 31.9% over the past year, outperforming the Zacks Computer – Software industry's growth of 28.5% [10].

Publication in accordance with recommendation 26-1 of the AFEP-MEDEF Code of Corporate Governance for listed companies and in application of article L.22-10-13 of the French Commercial Code Change to the remuneration of the Chair of the Board of Directors Clichy, France – May 23, 2025 – In its meeting of May 20, 2025, under the chairmanship of Edouard Bich, the Board of Directors of Société BIC, upon the recommendation of the Remuneration Committee, decided the following: REMUNERATION FOR THE FISCAL YEAR ...

Combined Shareholders’ Meeting and Board of Directors of Société BIC of May 20th, 2025 Nomination of Edouard Bich as Director and Non-Executive Chair of the Board Renewal of Gonzalve Bich as Director and Chief Executive Officer Nomination of Esther Gaide as Lead Independent Director, Chair of the Audit Committee and member of the Remuneration CommitteeDistribution of ordinary dividend of 3,08 euros per share Clichy, France, May 20th, 2025 – The Combined Shareholders’ Meeting of Société BIC was held on Tu ...

Core Viewpoint - BlackBerry Limited's shares have increased by 21.3% in the past month, outperforming the Computer Software industry and the S&P 500 composite, which grew by 18.7% and 8% respectively [1] Price Performance - BlackBerry's stock closed at $3.92, which is down 37.2% from its 52-week high of $6.24 [4] QNX Business Development - BlackBerry has shifted focus to its QNX platform, having sold its Cylance unit for $80 million in cash and 5.5 million shares, while retaining its AI/ML patent assets and tax losses [5] - The QNX business is experiencing growth, particularly in the automotive sector, with strong demand in advanced driver assistance systems (ADAS) and digital cockpit solutions [6] - QNX revenues reached $65.8 million, exceeding guidance of $60-$65 million, driven by design wins in digital cockpit and ADAS [7] Revenue Guidance and Market Conditions - BlackBerry maintains a revenue guidance of $260-$270 million, with QNX revenues expected between $250 million and $270 million, amid uncertainties from recent tariff changes [9] Secure Communication Division - The Secure Communication division reported fiscal fourth-quarter revenues of $67.3 million, surpassing the forecast of $62-$66 million, driven by strong performance in the AtHoc platform [10] - The division is seeing healthy momentum from government agencies and top banks, with a notable expansion of a deal with the Malaysian government [11] Financial Performance - BlackBerry's adjusted EBITDA for fiscal 2025 was $39.3 million, reflecting a $54 million improvement from the previous year, aided by cost-cutting measures [13] - Cash and investments increased by $144 million, supported by strong operating cash flow of $42 million and the initial payment from the Cylance deal [14] Analyst Sentiment and Valuation - Analysts have revised EPS estimates for the current fiscal year upward to 10 cents from 7 cents over the past 60 days, indicating bullish sentiment [17] - BB stock is trading at a trailing 12-month price/book multiple of 3.25, compared to the industry average of 5.87, suggesting it is undervalued [18] Investment Opportunity - The pivot towards the QNX business, improving financials, and strong estimate revisions present a compelling buying opportunity for BlackBerry stock [19]

Company Performance - BlackBerry's stock closed at $3.92, reflecting a daily increase of +1.03%, outperforming the S&P 500's gain of 0.73% [1] - Over the past month, BlackBerry shares gained 20.12%, surpassing the Computer and Technology sector's gain of 11.93% and the S&P 500's gain of 9.07% [2] - The upcoming earnings report projects an EPS of $0, indicating a 100% increase compared to the same quarter last year [2] Earnings Estimates - For the full year, Zacks Consensus Estimates forecast earnings of $0.10 per share and revenue of $521 million, representing changes of +400% and -9.19% from the previous year, respectively [3] - Recent changes to analyst estimates for BlackBerry are crucial as they reflect short-term business trends, with positive revisions indicating analyst optimism [3][4] Valuation and Ranking - BlackBerry currently holds a Zacks Rank of 1 (Strong Buy), with a Forward P/E ratio of 38.8, which is a premium compared to the industry average Forward P/E of 29.19 [5] - The Internet - Software industry, which includes BlackBerry, has a Zacks Industry Rank of 87, placing it in the top 36% of over 250 industries [6]

Group 1 - The article initiates coverage on BlackBerry Limited (NYSE: BB) with a Neutral rating and a price target of $4, indicating a cautious outlook on the company's future performance [1] - BlackBerry Limited specializes in providing intelligent security and IoT software solutions to enterprises and governments globally, highlighting its focus on security and connectivity [1] - The revenue forecast for FY26E is estimated at $524 million, reflecting a downward trend, which may indicate challenges in growth or market conditions [1] Group 2 - The analysis presents a balanced view of near-term risks and long-term opportunities, noting that QNX's strong backlog and design wins help to offset challenges faced in Secure Communications [3] - The current valuation of BlackBerry is described as fairly valued, with the risk/reward profile appearing to be in equilibrium, suggesting that the stock may not be significantly undervalued or overvalued at this time [3]

Company Overview - As of March 31, 2025, the total number of issued shares of SOCIÉTÉ BIC is 41,621,162 shares [2] - BIC is a global leader in stationery, lighters, and shavers, with a presence in over 160 countries and a workforce of over 13,000 team members [2] - BIC's product portfolio includes well-known brands such as BIC® 4-Color™, BodyMark®, Cello®, Cristal®, and many others [2] Voting Rights - The total number of voting rights as of March 31, 2025, is 59,778,576 [5] - Excluding shares without voting rights, the number of voting rights is 59,483,209 [5] Upcoming Events - First Quarter 2025 Net Sales will be reported on April 23, 2025 [4] - The Annual General Meeting is scheduled for May 20, 2025 [4] - First Half 2025 Results will be announced on July 30, 2025 [4] - Third Quarter 2025 Net Sales will be reported on October 28, 2025 [4]

Company Overview - Société BIC has a total of 41,621,162 issued shares as of April 30, 2025, which corresponds to 59,669,051 voting rights [2] - The company is a global leader in stationery, lighters, and shavers, with a presence in over 160 countries and a workforce of over 13,000 employees [4] - BIC is recognized for its commitment to sustainability and education, and its products include well-known brands such as BIC® 4-Color™, BodyMark®, and Cristal® [4] Voting Rights and Share Capital - As of April 30, 2025, the number of voting rights excluding shares without voting rights is 59,273,677 [2] - The disclosure complies with Article L 233-8-II of the French "Code de Commerce" and Article 223-16 of the General Regulations of the French "Autorité des Marchés Financiers" [2] Upcoming Events - The Annual General Meeting is scheduled for May 20, 2025 [3] - The First Half 2025 Results will be announced on July 30, 2025 [3] - The Third Quarter 2025 Net Sales will be reported on October 28, 2025 [3]

Company Performance - BlackBerry's stock closed at $3.68, reflecting a +1.94% increase from the previous day, outperforming the S&P 500's daily gain of 0.44% [1] - Over the past month, BlackBerry shares have gained 25.78%, surpassing the Computer and Technology sector's gain of 15.87% and the S&P 500's gain of 10.62% [1] Upcoming Financial Results - BlackBerry is projected to report earnings of $0 per share, indicating a year-over-year growth of 100% [2] - For the entire year, the Zacks Consensus Estimates forecast earnings of $0.10 per share and revenue of $521 million, reflecting changes of +400% and -9.19% compared to the previous year [2] Analyst Estimates and Market Outlook - Recent changes to analyst estimates for BlackBerry suggest positive sentiment regarding the company's business outlook [3] - The Zacks Rank system, which incorporates estimate changes, currently ranks BlackBerry as 1 (Strong Buy), indicating strong market confidence [5] Valuation Metrics - BlackBerry's Forward P/E ratio stands at 36.1, which is a premium compared to the industry's average Forward P/E of 26.9 [6] - The Internet - Software industry, to which BlackBerry belongs, ranks in the top 37% of all industries according to the Zacks Industry Rank [6][7]