BB Stock To $10? Retail Traders Eye New Highs On QNX, Physical AI Boost

• Investors are focusing on BlackBerry’s safety-focused software business rather than its former smartphone operations.
• Last week, CFO Tim Foote said BlackBerry has become a profitable software company. 
• BlackBerry’s QNX unit is its main growth driver, powering safety systems in about 275 million vehicles. 

BlackBerry (BB) is attracting investor attention, with shares approaching the closely watched $10 level after a strong 66% gain in May, which would take the company’s market capitalization to over $5.8 billion. 

Investors have increasingly focused on the company's software business, particularly its QNX platform, as demand grows for operating systems that are capable of supporting autonomous machines and other AI-driven technologies in real-world environments.

BlackBerry stock surged over 7% after hours on Sunday after ending Friday’s session with over a four-year high of $9. 

‘Physical AI’ Growth Drives Investor Interest In BB

Market participants have shifted attention away from BlackBerry's former smartphone business and toward its role in safety-focused software. Growing interest in what many describe as the "physical AI" market has fueled enthusiasm for the company's technology.

BlackBerry, once known for its keyboard smartphones, has spent years shifting its business toward embedded software and connected vehicle technology. The company now earns much of its revenue from cybersecurity and Internet of Things businesses.  

Last week, CFO Tim Foote said the company has transformed from a cash-burning business into a profitable software company, delivering eight straight quarters of improved GAAP net income and positive cash generation. 

BB’s QNX Platform In Demand 

BlackBerry’s QNX division has emerged as the company's primary growth engine. The software is installed in about 275 million vehicles and helps power important safety features such as crash alerts, lane-keeping assistance, cruise control, and pedestrian detection, using fast, reliable real-time technology. 

BlackBerry’s partnership with Nvidia has strengthened its presence in the growing AI infrastructure market. By combining QNX software with Nvidia’s computing technology, the companies are targeting industries that require highly reliable, safety-certified systems.

The company is set to report its 2027 fiscal first-quarter earnings on June 25, with analysts seeing $140 million in revenue and earnings of $0.03 per share, according to Fiscal AI data.  

What BB Retail Traders Are Saying

On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory with a 35% rise in message volume in 24 hours. 

A user said, “$BB $MU my micron hit $1K, I want my $10 here now.”

Another user said, “$ 9.70 in Overnight trading, this is going ballistic.”

A third user sounded optimistic of the company’s AI business, saying, “SEAS TO SKIES

SUBMARINES TO DRONES.  SECURE RTOS WITH PHYSICAL AI AND QUANTUM ML QNX IS BECOMING A KING OF MULTI NATIONAL DEFENSE BULLISH IN THE SUPREME.”

BB stock has surged over 137% year-to-date. 

Also See: One Google Employee Used The Company’s Internal Data To Bet On Polymarket And Won $1.2M, DOJ Says

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