Nvidia partnership ignites rally: BlackBerry shares surged over 15% as social media lit up with news of an expanded collaboration with Nvidia. The deal focuses on delivering safety-critical edge AI to robotics, medical, and industrial systems via the Nvidia IGX Thor platform. Investors see this as transforming BlackBerry from legacy software into a key player in advanced intelligence.
Strong recent momentum: Traders highlighted the stock's 41% rise in 30 days and 22% in the past week, fueling options buzz. Discussions emphasize BlackBerry's QNX platform carving a vital niche in edge AI. The rapid ascent has drawn comparisons to high-momentum plays.
Defying skeptics: Social media chatter dismissed recent analyst targets as outdated amid the breakout. Some point to short squeeze potential and meme-like fervor driving further gains. Sentiment underscores optimism around BlackBerry's strategic pivot.
Note: This discussion summary was generated from an AI condensation of post data.
BlackBerry Insider Trading Activity
BlackBerry 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.
BlackBerry Revenue
BlackBerry had revenues of $591.6M in Q4 2025. This is an increase of 9.85% from the same period in the prior year.
You can track BB financials on Quiver Quantitative's BB stock page.
BlackBerry Hedge Fund Activity
We have seen 91 institutional investors add shares of BlackBerry stock to their portfolio, and 109 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FIRST TRUST ADVISORS LP added 6,399,502 shares (+34.4%) to their portfolio in Q4 2025, for an estimated $24,254,112
- CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. removed 5,060,772 shares (-29.5%) from their portfolio in Q4 2025, for an estimated $19,180,325
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. removed 4,468,022 shares (-28.3%) from their portfolio in Q4 2025, for an estimated $16,933,803
- CITADEL ADVISORS LLC removed 4,068,662 shares (-55.1%) from their portfolio in Q4 2025, for an estimated $15,420,228
- ROYAL BANK OF CANADA removed 3,923,868 shares (-92.6%) from their portfolio in Q4 2025, for an estimated $14,871,459
- BLACKROCK, INC. removed 2,293,568 shares (-53.6%) from their portfolio in Q4 2025, for an estimated $8,692,622
- UBS GROUP AG removed 1,954,769 shares (-64.3%) from their portfolio in Q4 2025, for an estimated $7,408,574
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
BlackBerry Price Targets
Multiple analysts have issued price targets for $BB recently. We have seen 2 analysts offer price targets for $BB in the last 6 months, with a median target of $4.45.
Here are some recent targets:
- 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.
