Author argues BlackBerry is undervalued as an automotive cybersecurity leader via QNX, with optionality into robotics, and has started a small position.
BB — LONG The author argues BlackBerry is quietly becoming a leader in automotive cybersecurity through its QNX software, already running in over 235 million vehicles, positioning it at the center of connected and software-driven cars. The same secure operating system can expand into robotics as factories, delivery bots and autonomous machines scale, and the company has cut costs, sold legacy hardware and shifted to recurring software revenue. The author considers the stock undervalued relative to its long-term role in EV and autonomous security and has started a small position.
The crazy part is the stock still feels undervalued compared to its long-term role in EV and autonomous security.
This Reddit post, published February 10, 2026, features u/ResponsibilityOk8962 discussing BB. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/ResponsibilityOk8962 · Tickers: BB