Past performance does not predict future results. Informational only, not investment advice.
GIAMATTEO JOHN JOSEPH (CEO & President, Secure Comm. at BLACKBERRY Ltd) reported an open-market sale of 29,272 shares of BB at an average $9.20, roughly $269,302, in a Form 4 filed 2026-10-05.
Kurtz Philip S. (CLO & Corp. Secretary at BLACKBERRY Ltd) reported an open-market sale of 30,000 shares of BB at an average $9.14, roughly $274,200, in a Form 4 filed 2026-10-02.
BlackBerry is poised for a market rerating as AI transitions from data centers to physical systems (autonomous vehicles, robots, factories). QNX's dominant position in safety-critical edge computing, combined with improving fundamentals (26% revenue growth, 144% EBITDA growth, positive operating cash flow), positions BB to capture significant value as infrastructure for autonomous systems.
BlackBerry's QNX software is embedded in ~16% of global vehicles with 26% YoY revenue growth and high margins, positioning BB as an overlooked embedded software infrastructure play across automotive, robotics, industrial, aerospace, and defense—a rerating opportunity as the market recognizes it as a software company, not a phone company.
BlackBerry's value derives from QNX, cybersecurity, government contracts, AI, and embedded software—not phones. As the market recognizes this transition, BB is positioned to reach $20+.
BlackBerry's QNX OS is a deterministic real-time operating system becoming the industry standard for safety-critical embedded systems in physical AI, edge AI, and robotics as regulations mandate secure, reliable solutions. Major tech partners like NVIDIA, Apple, and Vector are already reselling QNX through their platforms, positioning BlackBerry to capture significant growth in autonomous systems and smart infrastructure.
BlackBerry has transformed into a high-margin embedded software company with QNX deployed in 275M+ vehicles globally (16% of all vehicles) and expanding into aerospace, defense, robotics, and edge AI. The company is showing profitable growth with 26% YoY revenue growth, strong margins, a $1B royalty backlog, raised guidance, and improving cash position, positioning it for multiple expansion as the market reprices it from a failed phone company to a mission-critical software leader.
Author is long 12,000 shares of BlackBerry at $10.65 per share as part of a $250K YOLO bet, speculating on significant upside potential.
Author expects BlackBerry to gain market relevance against current smartphone competition. Taking a bullish stance via call options expiring Jan 28 at 15 strike.
The author recommends BlackBerry as part of the BANG GANG (Blackberry, AMC, Nokia, GME) alternative to silver as a hedge or alternative investment play tied to the broader squeeze narrative.
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