BlackBerry Ltd

SPECULATIVE BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 9.12 Technology - Software - InfrastructureAWAIT ENTRY

ACTIONABLEMethodology gates passed

Position levels

Currenttoday

USD 9.12

Buy <=wait / entry

USD 6.17

Trim >=take some off

USD 9.50

Thesis breakA disclosed loss of a named QNX automotive design win or government/defence cont...

Scenario-weighted conviction

	Probability	Score	Contribution
Bull case	11%	100 / 100	11.0
Base case	50%	62 / 100	31.0
Bear case	39%	10 / 100	3.9
Weighted conviction			46 / 100 - SPECULATIVE BUY

Top risks

Record QNX revenue of $80.3 million with raised fiscal 2027 outlook to $315 - 325 million and $950 million backlog
Government contract momentum including expanded Canada SecuSUITE deployment and naval fleets Top Secret-grade messaging deal
Alloy Kore design win and Coretura deal expanding QNX automotive and higher-value platform revenue

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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.