BB Stock In Spotlight: Retail Bulls Eye Nvidia Tie-Up And EV Momentum

• The BlackBerry-Nvidia platform will support advanced robotics, medical, and industrial AI, with early developer access now available.
• Leapmotor will use BlackBerry’s QNX as the core system in its upcoming D19 SUV.
• In Q4, BlackBerry’s QNX royalty backlog grew to approximately $950 million, a 85% year-on-year growth.

BlackBerry (BB) is drawing investor attention on Monday as a combination of partnerships and strong financial results positions the company at the center of artificial intelligence and electric vehicle ecosystems.

The company is expanding its footprint in advanced computing through its QNX division and has announced a partnership with Nvidia Corp. (NVDA) at the Hannover Messe industrial trade fair. 

Integrated Platform Targets AI Applications

The companies are combining QNX OS for Safety 8.0 with Nvidia’s IGX Thor platform and safety software stack to create a unified environment for mission-critical AI deployments.  

The joint platform is designed to handle complex workloads, including autonomous robots, surgical systems, and industrial automation. Developers can now apply for early access to the Nvidia IGX Thor Developer Kit integrated with QNX software. 

"As robotics, medical, and industrial systems become more autonomous and software defined, safety and determinism cannot be afterthoughts," said John Wall, President.”

-John Wall, President, QNX

BlackBerry stock gained over 25% last week. 

Leapmotor Vehicles To Be Built On QNX Software System

Leapmotor has adopted BlackBerry’s technology for an upcoming premium SUV. The vehicle, known as the D19, will rely on QNX software as its core operating platform, highlighting the growing importance of software-defined systems in modern automotive design.

The D19 integrates QNX Software Development Platform 8.0 and QNX Hypervisor for Safety 8.0 to create a centralized computing structure that merges multiple vehicle functions into a single system.

QNX’s software emphasizes strict separation between different system processes, ensuring that critical vehicle operations remain stable even when multiple applications run simultaneously. 

Earnings Strength Signals Strategic Shift

On April 9, BlackBerry CEO John Giamatteo underscored the company’s evolution, stating, “We are no longer a company in transition. We are a growth company with a proven track record of execution, and we are well-positioned for the path ahead."

BlackBerry posted a fourth-quarter (Q4) revenue of $156 million, marking a 10% year-over-year (YoY) increase, while adjusted earnings per share reached $0.06, double the prior year’s level.

The QNX segment delivered record revenue of $78.7 million, marking a 20% YoY increase. The division also maintained strong profitability, with adjusted gross margin climbing 100 basis points to 84%. BlackBerry’s QNX royalty backlog grew to approximately $950 million, a 85% YoY growth. 

What Are Retail Traders Saying? 

On Stocktwits, retail sentiment around BB stock remained in ‘extremely bullish’ territory but message volume saw a 25% decline in a 24-hour period. 

A Stocktwits user said, “Last year this company manufactured approximately 550 millón cars. Very good numbers, and it will generate royalties.”

BB stock has gained over 28% year-to-date. 

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