Blackberry- Die Rallye beginnt.
die letzten Reports waren nicht berauschend
Welche sind das? BBB und Blackberry
https://www.investors.com/etfs-and-funds/sectors/...-are-worth-sp500/
warum wird BBB unterschätzt?
es hat sich eine Landflucht eingeschlichen, würde ich BBB deswegen jetzt kaufen, nein
wenn der Immobilienbereich einbrechen sollte, könnte es dagegen interessanter werden (Stichwort Inflation und Leitzinserhöhung)
warum wird Blackberry unterschätzt?
das Image vom Smartphone mit den unnötigen Tastaturfeldern steckt tief in den Köpfen.
Zudem wurde im Marktumfeld zum Automotive Bereich bisher das Risiko im Chipmarkt nicht genug eingepreist.
Im EV-Markt und Cybersecurity-Umfeld hat man bei Blackberry schon einiges erreicht. Dazu mehr, wenn ich mal einsteige, noch würde ich abwarten und den Markt beobachten
Wall Street expects BlackBerry to lose 5 cents per share on revenue of $171.25 million. This compares to the year-ago quarter when earnings came to 2 cents per share on revenue of $214.09 million.
Owing to the so-called “meme stock” mania, BlackBerry shares have surged some 377% from their March 2020 lows of $2.70 to a recent price of $12.90. The gains, including 47% rise over the past month, have been further driven by the Reddit-induced short squeeze interest that sparked interest in other highly-shorted stocks like GameStop (GME) and AMC Entertainment (AMC). With BlackBerry stock now up 95% year to date, the Canadian software and services company has a lot to prove, namely whether it can finally grow revenue which is expected to fall more than 20% this quarter. The bulk of the decline is likely to come from its Licensing and Other segment revenue. Investors will want to see improved trends in its Enterprise Software Services segment ..."
Es wird auch noch auf eine Nachricht zu einem Settlement mit Facebook bzgl. von Patentrechten bzw. deren Verletzung gewartet, dass im Januar erreicht aber bislang nicht näher kommentiert wurde. Könnte auch für eine Überraschung sorgen.
https://financialpost.com/technology/...3-4956-8a77-ab1c128cd044/amp/
Na ja, und dann ist die eigentliche Entwicklung von BB gerade auch sehr spannend. Ein schönes Gesamtpaket, das Raum für Fantasien bietet.
https://www.bnnbloomberg.ca/video/...erg-discusses-blackberry~2231245
"....Over Q1, BlackBerry saw its revenues decline by about 15% year-over-year and by about 17% sequentially to about $174 million, slightly better than street estimates. BlackBerry’s net loss was in line with expectations. While the revenue decline was primarily due to lower licensing revenues, which are typically volatile, BlackBerry saw its Internet Of Things software sales rise sharply by almost 48% year-over-year to $43 million, as demand for its QNX operating system, which is used in automobiles, jumped. Gross margins also trended a bit lower to 65.5%, due to a lower mix of high-margin licensing revenue.
Last week, BlackBerry also provided some updates regarding its QNX business, noting that the software is now embedded on over 195 million vehicles, up 20 million from the prior year....the company said that it has design wins with 23 of the top 25 electric vehicle makers...."
auch cybersecurity....
ich würde noch warten
Moderation
Zeitpunkt: 10.07.21 18:24
Aktion: Löschung des Beitrages
Kommentar: Moderation auf Wunsch des Verfassers
Zeitpunkt: 10.07.21 18:24
Aktion: Löschung des Beitrages
Kommentar: Moderation auf Wunsch des Verfassers
Shares could have much further to fall in the second half
....Despite the strengthened hands of WallStreetBets retail traders, I expect more pain ahead over the near term, as BlackBerry stock looks to sag towards levels that closer to its intrinsic value. Specifically, I would look for BlackBerry to approach the $9-14 range, where sell-side analyst price targets currently lie.
Throughout June, many analysts covering BlackBerry downgraded the name, primarily due to valuation concerns. As you may know, it’s quite rare to see a sell-side analyst slap a stock with a “sell” rating. It just doesn’t happen very often. And to many investors, a “hold” rating is as good as a “sell.”
That’s why I find the recent round of downgrades in BlackBerry stock to be remarkable, especially for beginner investors who view the name as a buy on the dip.Paul Treiber of RBC Capital slapped BlackBerry stock with a “sell” rating with a Street-low price target of $9 and change. That’s a long way down...."
Der Artikel vom fool? Die stecken doch eh mit den Hedgefonds unter einer Decke und verbreiten schlechte News, damit Kleinanleger aussteigen.