BBAAY · BlackBerry Limited — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on BBAAY. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
BlackBerry has rallied ~140% YTD from $4.04 (June 2025) to $9.72 (June 2026), driven by a broad automotive-AI / Physical AI narrative centered on its QNX embedded OS franchise. The trigger universe flagged 6 Form 4s in 14 days — but after reading each filing, all are director Deferred Share Units (DSUs, mandatory annual grants) or CLO RSU vesting/sale-to-cover transactions; zero open-market purchases (P-code). There is no CEO/CFO personal buying. QNX is genuinely well-positioned with 275M+ vehicles and design wins in top EV OEMs, but BB now trades at ~48x forward earnings against a software-infrastructure sector median of ~25-30x. The stock hit a new 4-year high on June 2, RSI=91, completely extended from its moving averages (well above both 50-DMA and 200-DMA). Analyst consensus target is $5.16 — nearly 47% below current price. No material mispricing exists at these levels; the market has already priced in every bull case.