BlackBerry (BB) is down 5% today. Here is some analysis on what might have caused this price movement.
Analysis: The pullback appears tied to positioning ahead of BlackBerry’s June 25, 2026 fiscal first-quarter report, especially since management previously signaled that Q1 is usually a softer period for the business and for cash flow. The move may also reflect profit-taking after a recent run higher, with investors balancing improving full-year growth targets against a near-term quarter that the company itself framed as seasonally lighter.
Details:
Sources:
BlackBerry Investor Relations, SEC, Stock Analysis, Motley Fool
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$BB Insider Trading Activity
$BB insiders have traded $BB stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $BB stock by insiders over the last 6 months:
- JOHN JOSEPH GIAMATTEO (CEO & President, Secure Comm.) has made 0 purchases and 6 sales selling 346,554 shares for an estimated $1,322,062.
- TIM FOOTE (Chief Financial Officer) has made 0 purchases and 7 sales selling 40,275 shares for an estimated $151,597.
- JENNIFER ARMSTRONG-OWEN (Sr VP & Chief People Officer) has made 0 purchases and 3 sales selling 36,023 shares for an estimated $129,080.
- PHILIP S. KURTZ (CLO & Corp. Secretary) has made 0 purchases and 3 sales selling 15,200 shares for an estimated $57,781.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$BB Hedge Fund Activity
We have seen 85 institutional investors add shares of $BB stock to their portfolio, and 126 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FIFTHDELTA LTD added 8,850,571 shares (+50.3%) to their portfolio in Q1 2026, for an estimated $28,675,850
- FIRST TRUST ADVISORS LP removed 8,490,714 shares (-34.0%) from their portfolio in Q1 2026, for an estimated $27,509,913
- MARSHALL WACE, LLP removed 5,814,922 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $18,840,347
- LEGAL & GENERAL GROUP PLC added 4,644,181 shares (+15.4%) to their portfolio in Q1 2026, for an estimated $15,047,146
- CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. removed 3,920,828 shares (-32.4%) from their portfolio in Q1 2026, for an estimated $12,703,482
- JANE STREET GROUP, LLC added 3,605,431 shares (+175.1%) to their portfolio in Q1 2026, for an estimated $11,681,596
- BANK OF AMERICA CORP /DE/ removed 2,723,146 shares (-45.5%) from their portfolio in Q1 2026, for an estimated $8,822,993
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$BB Price Targets
Multiple analysts have issued price targets for $BB recently. We have seen 3 analysts offer price targets for $BB in the last 6 months, with a median target of $4.5.
Here are some recent targets:
- Todd Coupland from CIBC set a target price of $10.0 on 06/17/2026
- Paul Treiber from RBC Capital set a target price of $4.5 on 04/10/2026
- Kingsley Crane from Canaccord Genuity set a target price of $4.4 on 04/10/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
