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BB

BlackBerry Ltd

SPECULATIVE BUY 2026-08-01 Updated today USD 8.50 Technology - Software - InfrastructureAWAIT ENTRY
47

Position levels

Currenttoday
USD 8.50
Buy <=wait / entry
USD 6.50
Trim >=take some off
USD 10.50
Thesis breakVeritas takeover fails to close without an alternative strategic outcome, or two...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case13%100 / 10013.0
Base case49%62 / 10030.4
Bear case38%10 / 1003.8
Weighted conviction47 / 100 - SPECULATIVE BUY

Top risks

  • Strategic partnership with The IP Company to integrate SecuSUITE for naval and military secure communications up to Secret/Top Secret
  • Expanded Government of Canada SecuSUITE contract deployment
  • Veritas Capital takeover offer for BlackBerry Ltd
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.