BlackBerry Limited $BB Stock Position Raised by Hsbc Holdings PLC

Hsbc Holdings PLC increased its stake in BlackBerry Limited (NYSE:BB) by 1,501.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,890,023 shares of the company’s stock after acquiring an additional 1,772,039 shares during the quarter. Hsbc Holdings PLC owned approximately 0.32% of BlackBerry worth $7,116,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of BB. General American Investors Co. Inc. acquired a new position in shares of BlackBerry in the 4th quarter valued at $3,892,000. Havemeyer Place LP acquired a new stake in BlackBerry during the 4th quarter worth about $1,349,000. Vanguard Group Inc. raised its holdings in BlackBerry by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 23,793,046 shares of the company’s stock worth $116,086,000 after buying an additional 517,715 shares during the period. First Trust Advisors LP lifted its stake in BlackBerry by 18.1% during the third quarter. First Trust Advisors LP now owns 18,592,150 shares of the company’s stock valued at $90,730,000 after buying an additional 2,844,036 shares in the last quarter. Finally, TD Asset Management Inc lifted its stake in BlackBerry by 3.4% during the fourth quarter. TD Asset Management Inc now owns 1,809,320 shares of the company’s stock valued at $6,837,000 after buying an additional 60,320 shares in the last quarter. 54.48% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting BlackBerry

Here are the key news stories impacting BlackBerry this week:

• Positive Sentiment: BlackBerry beat fiscal Q1 expectations on both EPS and revenue, with revenue up 26% year over year and adjusted EPS above estimates, signaling improving operating momentum. BlackBerry Reports First Quarter Fiscal Year 2027 Results
• Positive Sentiment: The company raised its FY2027 guidance, with management citing strength in QNX and Secure Communications, which supports confidence in continued growth and profitability. BlackBerry Q1 Earnings Call Highlights QNX Growth & Higher Outlook
• Positive Sentiment: QNX remains a key driver, with strong automotive embedded-software growth and expanding AI-related opportunities helping investors re-rate the stock higher. BlackBerry Sees New AI Opportunities as Embedded-Software Business Accelerates
• Positive Sentiment: Brokerage sentiment improved after the results, with CIBC raising its price target and maintaining an outperformer rating, while TD also lifted its target despite a hold rating. Analyst target update
• Neutral Sentiment: BlackBerry also reported its first cash-positive quarter in nine years, a milestone that supports the turnaround story but may take time to flow through to valuation.
• Negative Sentiment: TD’s new $8 price target is still well below the current trading level, implying meaningful downside if the stock’s post-earnings optimism fades. BayStreet.CA analyst ratings

BlackBerry Trading Up 9.8%

NYSE:BB opened at $11.36 on Friday. The stock has a market cap of $6.66 billion, a PE ratio of 126.21 and a beta of 2.29. BlackBerry Limited has a fifty-two week low of $3.12 and a fifty-two week high of $11.49. The company has a debt-to-equity ratio of 0.26, a current ratio of 2.12 and a quick ratio of 2.12. The stock’s 50-day moving average is $7.52 and its two-hundred day moving average is $5.02.

BlackBerry (NYSE:BB) last posted its quarterly earnings results on Thursday, June 25th. The company reported $0.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.03 by $0.01. The business had revenue of $152.90 million during the quarter, compared to analyst estimates of $139.81 million. BlackBerry had a net margin of 10.31% and a return on equity of 11.72%. The firm’s revenue was up 25.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.02 earnings per share. BlackBerry has set its FY 2027 guidance at 0.160-0.200 EPS and its Q2 2027 guidance at 0.030-0.040 EPS. As a group, equities research analysts forecast that BlackBerry Limited will post 0.14 earnings per share for the current fiscal year.

Insider Activity at BlackBerry

In other BlackBerry news, SVP Jennifer Armstrong-Owen sold 29,908 shares of BlackBerry stock in a transaction on 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 $337,854.68. This trade represents a 23.96% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO John Joseph Giamatteo sold 27,066 shares of the company’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $3.56, for a total transaction of $96,354.96. Following the completion of the transaction, the chief executive officer directly owned 899,146 shares in the company, valued at $3,200,959.76. This trade represents a 2.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 73,171 shares of company stock worth $260,489. Company insiders own 0.51% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. Royal Bank Of Canada reissued a “sector perform” rating and issued a $9.00 target price on shares of BlackBerry in a research report on Friday. Stifel Nicolaus started coverage on shares of BlackBerry in a research report on Wednesday. They issued a “buy” rating and a $12.00 price target for the company. Raymond James Financial reaffirmed a “market perform” rating and issued a $9.50 price objective (up from $4.75) on shares of BlackBerry in a research note on Friday. Canadian Imperial Bank of Commerce lifted their price objective on shares of BlackBerry from $10.00 to $13.00 and gave the stock an “outperformer” rating in a research report on Friday. Finally, TD Securities reissued a “hold” rating and set a $8.00 target price on shares of BlackBerry in a research note on Friday. Two investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, BlackBerry presently has an average rating of “Hold” and a consensus target price of $8.92.

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.