u/Redchip1606

Am I going to be super happy if BB could just stay in the range of $12.50-15.00 usd for this year? Of course I am.
It’s such a nice turnaround story. The significant narrative change happened within a year as the market just started to realize what BB/QNX has been accomplished in the last few years.
Although People in the group here plus a few institutions involved in the IoT industries may have known QNX’s strengths and potentials, the majority of the market is still totally fresh to it.
It took a few years and many significant deals to convince some analysts who followed the company long enough to change their minds and raise target price on the up side recently!
The reality is that the concept of QNX being the safest and top performing RTOS for GEM (including SDV) has been proven. The deals will be continually working through their courses in the next couple of years, not all happening in this year.
So I’m happy to see the first Alloy Kore deal this year to lead more future deals in the SDV industry. This kind of rally will continue until reaching the scale by 2029-2030.
On the GEM side I think a similar platform like Alloy Kore could emerge next year. Then a bunch of follow-up deals will happen. As it is expected that completing business deals in GEM field may be a lot faster than in the auto industry. By 2029-2030 QNX’s revenue mix in the SDV and GEM could be at least 50/50. That means while SDVs start running up revenue growth, the GEM revenue may run at a faster pace.
If such a wild imagination only comes half true the future is already very impressive.
Well, I’m comfortable to ride along into 2030, and settle with the current range of $12.50-15.00 target for this year. When price goes below that level I would see it as a buying opportunity.
All IMO.

It’s a strong protection for the company, its products and its TAM. How would anyone calculate its value?
That’s what BB has in QNX!
EVERY single deal signed up with QNX would further emphasize such a significant value. Until the market finally realizes that Damn, this is a monopoly that owns the most critical “safe-center-control” in the physical AI industries!
Therefore, anyone trying to use BB’s financial results to come up with a target is way behind. I don’t even think BB itself could come up with the number for the 3-5 years down the road. All we could witness from now on is how many deals and how big of them to pile on from time to time. Each of them will add weight on the value of that MOAT.
So stocks can move up or down on a daily basis. But for the next few years the trend has already been set and it’s inevitably moving up…
All IMO.

We all remember when the ABS came out first it’s a luxury feature for high end vehicles. Short after it quickly became a necessity as the auto industry’s standard.
Even though Linux and QNX are both used in the NVDA IGX for Physical AI applications, when robots begin scaling, I see the market will demand the safety and security of the products. QNX with safety certification will likely become the RTOS standard of the industries. It won’t be too long that QNX will be the stand alone RTOS choice. For that possibility alone, BB’s valuation could be a lot higher.
Interesting era ahead.
All IMO.

As expected, all of sudden these so called analysts jump on BB because they are afraid that some good news coming up may make them look completely stupid! Pressure is on a “missing the boat” game for them. CIBC Todd’s target moving style has been steady and gradual that reflects the fact he has been doing good homework all along. All other ones jump targets from 4 to 9 in once are just garbage calls. They know very little about BB/QNX but have to put out the piece to let their brokerage houses to call clients. However, the result is good for us anyway so no complaints here.
Analysts movements like this gives me a few hints:

1. there will be good news coming from BB/QNX so their houses want clients to cover short positions asap;
2. they sent a signal to their clients that they may be late in the game but there is a lot more to come down the road. So don’t miss the boat;
3. The general market is in a downturn, there are few winners in the horizon but BB/QNX happened to be the reliable but severely undervalued hidden star right now. They don’t want to miss out again!

Well, if that’s the case it’ll be all good to the BB longs here!

All IMO.

Q1 looks impressive! The confirmation of BB’s growth momentum is clear, especially in both QNX and SC segments.
The magnitude of a report like this from BB last year would not be able to drive the share price up 20%. Critics would find many reasons to downvote the performance and express their disbelief in the company.
BB has shown the market its strength to make consistent strides in the TAM for the last two years. No hypes, no aggression, just steady penetration into the industries. Most importantly in the global markets, not just limited in North America. Adding more cooperations with big name chip makers, creating new platforms with major software suppliers and OEMs, winning more international gov. contracts, signing more cooperative programs in the future physical AI industries. All of these movements may not show immediate financial results yet, but guarantee more explosive future growth potentials.
In 2025 some big institutions look seriously into BB/QNX, including Mitsubishi that is QNX’s business partner and customer. They made significant investments in stocks. They are closer to the company and the TAM. They can see what will happen in the next 5 years for BB business growth potential.
Then came the analysts and media. They started to tell the market BB/QNX’s narrative has changed to growth. They confirmed what we small retail pioneers here have noticed long ago BB/QNX has locked in a long term winning traction in the physical AI industries. SDVs first, robots next! And most beautifully, we have a 10-year lead time and huge moat!
That’s the power to drive the current market reactions.
I won’t spend too much time digging into the Q report. I look forward to the follow up news. We will have a lot of them
coming soon because it’s the harvesting time.
All IMO.

At this stage Q reports just provide hints whether the company is on track to continue its growth. It has a 10 bagger potential by 2030 because by that time its annual rev could hit multi billion.
But now I’m looking at the indications like NVDA Thor, Alloy Kore and NVDA Halos involvements etc.,
to measure how widely and deeply the QNX sinking into the SDV and physical AI industries. As an irreplaceable safety RTOS, QNX will be growing into all sort of software stacks. Eventually by 2030 when SDVs and robots are both scaling in the world market, BB’s financial numbers will be nice. And perhaps by then it’ll become an earning’s play, at $100!
Again, all IMO.

The launching of QNX SDP 8.0 a few years ago was the key success for BB’s turnaround. It’s the first RTOS platform that completely addressing the safety credentials and matching the top performance capabilities. It has defined the standard. It was this product that can truly solve the automotive industry’s forever SDV problems. OEMs had been trying for a long long time to come up with their own solutions but almost all failed. QNX finally had it done! The incredible value in this success has been overlooked by many people, until one day John Wall quoted the line “It would have taken $12 billion dollars and 10+ years of work to even TRY to replace QNX’s stuff!”
This is the reason why NVDA and other major chip makers partnering with QNX to offer their products.
We have observed the QNX success in the SDV industries not only horizontally covered but vertically as well. Alloy Kore is the major milestone that put QNX’s revenue growth in reality.
The NVDA Halos offering is an indication of the extension of QNX SDV success in a much bigger physical AI world.
Although the key term is “SAFETY”, not sacrificing the top level RTOS performance capability at the same time is also guaranteeing QNX’s dominant position.
How big the QNX will be in 5-10 years time? I can’t tell but look forward to it. It depends on how the company’s board and management can execute the business plan well. One thing is clear that QNX has the leading edge and dominant position in the up coming physical AI revolution. If the company could bring in more talents and really keep the sharp focus on the road, the bright future will be right in front of them.
IMO.