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    Is BlackBerry’s (TSX:BB) QNX Robotics Push With Nvidia Quietly Redefining Its Core Investment Story?

    Simply Wall St·08/26/2026 17:26:13
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    • Earlier this week, BlackBerry CEO John Giamatteo highlighted that QNX’s fastest-growing area is now robotics, spanning warehouse robots, robotic forklifts, and medical devices, alongside an expanded partnership with Nvidia to deploy QNX in industrial and medical physical AI applications.
    • An interesting angle is how BlackBerry is keeping AI out of QNX’s safety-critical core while using it to speed testing and development, positioning the platform for long-term opportunities in robotaxis, industrial automation and medical robotics.
    • We’ll now examine how the expanded Nvidia partnership and QNX’s robotics momentum may influence BlackBerry’s broader investment narrative.

    The future of work is here. Discover the 38 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.

    BlackBerry Investment Narrative Recap

    To own BlackBerry today, you need to believe QNX can grow from an automotive-focused OS into a broader safety-critical platform across cars, factories and hospitals, while Secure Communications continues to support earnings quality. The latest QNX robotics and Nvidia news reinforces that expansion story, but it does not fundamentally change the near term focus on converting QNX design wins into royalties or the key risk that high expectations embedded in a premium valuation may prove difficult to meet.

    Among recent announcements, the expanded partnership with Nvidia looks most relevant here, because it ties QNX directly into physical AI workloads across robotics, industrial and medical systems. This complements BlackBerry’s existing collaborations with major chip vendors and puts the robotics momentum Giamatteo described into a clearer commercial context, potentially influencing how investors view the pipeline that underpins current revenue guidance and the company’s ongoing share buyback activity.

    Yet beneath the AI and robotics excitement, investors should be aware that BlackBerry’s premium earnings multiple could amplify any disappointment if QNX growth or royalties lag...

    Read the full narrative on BlackBerry (it's free!)

    BlackBerry's narrative projects $762.3 million revenue and $139.7 million earnings by 2029. This requires 9.5% yearly revenue growth and a $79.9 million earnings increase from $59.8 million today.

    Uncover how BlackBerry's forecasts yield a CA$11.36 fair value, a 5% upside to its current price.

    Exploring Other Perspectives

    TSX:BB 1-Year Stock Price Chart
    TSX:BB 1-Year Stock Price Chart

    Some of the most optimistic analysts were already assuming revenue could reach about US$781.2 million and earnings US$140.1 million, so if QNX’s robotics and physical AI push or deeper Nvidia ties evolve differently than they assumed, your view on whether that optimism is justified may shift quite a bit.

    Explore 5 other fair value estimates on BlackBerry - why the stock might be worth as much as 50% more than the current price!

    The Verdict Is Yours

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.