BlackBerry (NYSE:BB) Posts Earnings Results, Beats Estimates By $0.01 EPS

BlackBerry (NYSE:BB) announced its quarterly earnings results on Thursday. The company reported $0.06 EPS for the quarter, beating the consensus estimate of $0.05 by $0.01, Briefing.com reports. BlackBerry had a return on equity of 8.05% and a net margin of 4.02%.The business’s revenue was up 10.1% on a year-over-year basis. During the same quarter last year, the company earned $0.03 EPS.

Here are the key takeaways from BlackBerry’s conference call:

• QNX delivered a Rule of 40 quarter with Q4 revenue of $78.7M (+20% YoY), record royalties, and backlog increased to approximately $950M, giving multi-year revenue visibility and expected Rule of 40 performance in FY27.
• The company expects meaningful upside from Alloy Core (general release this calendar year) and expansion in General Embedded Markets—industrial, medical and robotics/physical AI—with GEM already ~20% of QNX revenue and early wins (e.g., Johnson & Johnson).
• Secure Communications has turned the corner, reporting Q4 revenue of $72.5M, ARR of $218M (+5% YoY) and a DBNRR of 94%, driven by Secusmart, UEM stabilization and government wins (Germany, Shared Services Canada, NATO).
• Management provided FY27 company guidance of $584M–$611M revenue (6–11% growth), adj. EBITDA $110M–$130M and EPS $0.15–$0.19, and exited FY26 with $432M cash ($232M net) plus $60M of buybacks year-to-date, but cautioned on Q1 seasonality and macro uncertainty that may produce uneven quarter-to-quarter results.

BlackBerry Stock Performance

BB stock opened at $3.54 on Thursday. The company has a debt-to-equity ratio of 0.26, a current ratio of 2.14 and a quick ratio of 2.14. The business has a 50-day moving average price of $3.41 and a 200 day moving average price of $3.98. The company has a market capitalization of $2.08 billion, a P/E ratio of 117.87 and a beta of 1.70. BlackBerry has a 1-year low of $2.83 and a 1-year high of $5.32.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Weiss Ratings reissued a “sell (d+)” rating on shares of BlackBerry in a research report on Wednesday, March 25th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $4.50 target price on shares of BlackBerry in a research note on Friday, December 19th. Wall Street Zen downgraded BlackBerry from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Canaccord Genuity Group restated a “hold” rating and set a $4.60 price objective on shares of BlackBerry in a report on Friday, December 19th. Finally, TD Securities raised BlackBerry to a “hold” rating in a research report on Monday, December 22nd. One investment analyst has rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, BlackBerry has an average rating of “Hold” and a consensus price target of $4.92.

Insider Activity

In other BlackBerry news, CEO John Joseph Giamatteo sold 27,066 shares of the stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $3.56, for a total transaction of $96,354.96. Following the transaction, the chief executive officer directly owned 899,146 shares in the company, valued at $3,200,959.76. This represents a 2.92% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Jennifer Armstrong-Owen sold 29,908 shares of the business’s stock in a transaction dated Saturday, April 4th. The shares were sold at an average price of $3.56, for a total transaction of $106,472.48. Following the completion of the sale, the senior vice president owned 94,903 shares of the company’s stock, valued at approximately $337,854.68. This represents a 23.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 73,171 shares of company stock worth $260,489. 0.37% of the stock is owned by company insiders.

Hedge Funds Weigh In On BlackBerry

A number of large investors have recently bought and sold shares of BB. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in BlackBerry by 1.3% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 823,822 shares of the company’s stock valued at $3,106,000 after acquiring an additional 10,667 shares in the last quarter. Geode Capital Management LLC raised its position in shares of BlackBerry by 263.2% in the 2nd quarter. Geode Capital Management LLC now owns 1,167,739 shares of the company’s stock worth $5,348,000 after acquiring an additional 846,208 shares in the last quarter. Creative Planning raised its position in shares of BlackBerry by 87.5% in the 2nd quarter. Creative Planning now owns 53,413 shares of the company’s stock worth $245,000 after acquiring an additional 24,921 shares in the last quarter. Flow Traders U.S. LLC purchased a new stake in shares of BlackBerry during the 2nd quarter worth $86,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of BlackBerry by 1,390.6% during the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,589,886 shares of the company’s stock worth $71,397,000 after purchasing an additional 14,544,005 shares during the last quarter. Institutional investors own 54.48% of the company’s stock.

BlackBerry Company Profile

BlackBerry Limited, formerly known as Research In Motion (RIM), is a Canadian enterprise software and cybersecurity company based in Waterloo, Ontario. Since its founding in 1984, the firm has evolved from a pioneer in mobile devices into a specialist in secure communications, endpoint management, and embedded systems software. BlackBerry’s core mission today centers on delivering security-first solutions that protect critical data and infrastructure across diverse industries.

At the heart of BlackBerry’s offerings is the BlackBerry Spark® platform, which combines unified endpoint management (UEM), secure communications, and artificial intelligence–driven threat detection into a single framework.