The Physical AI Play the Market Keeps Underestimating

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Only for them to spike back up days (or hours) later.

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You probably haven't thought about this company since flip phones ruled boardrooms. That's exactly why the setup is interesting.

The stock is BlackBerry (NYSE: BB). Forget the handset legacy. What matters now is QNX, the operating system already running inside more than 235 million vehicles and pushing hard into robotics, medical devices, and industrial systems.

With humanoid robots forecast to grow at a 50% CAGR over the next decade, and Nvidia's stamp of approval already secured, this thesis is about what's coming, not what already happened.

Action: Accumulate shares between $8.50 and $9.50 ahead of the fiscal Q2 2027 earnings report expected in late September, when QNX growth trends and design-win commentary should reset the narrative.

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Operational Overview and Recent Earnings

Strip out the old baggage and BlackBerry is really two businesses. QNX is a real-time operating system embedded in cars, medical scanners, factory robots, and any device where a millisecond of latency isn't acceptable. That's the growth story.

The second piece is Secure Communications, serving governments and regulated enterprises that need locked-down messaging and endpoint security.

Fiscal Q1 2027 marked the third straight quarter of accelerating QNX revenue growth.

Management flagged the segment as the growth engine going forward, and coverage is finally starting to separate the old BlackBerry narrative from what the software business is actually doing.

Market cap sits at $5.37 billion, and I'd argue you're still not paying for the QNX growth curve, let alone the robotics optionality.

Here's why you should care. As autonomous driving matures and physical AI (robots that move and manipulate the real world) goes mainstream, the software controlling those machines has to be certified, deterministic, and safe.

QNX is one of the few options that checks every box. That's a moat, not a marketing line.

Action: Start scaling in between $8.50 and $9.50. Track the fiscal Q2 2027 print for QNX growth acceleration and any named robotics OEM wins.

Post-IPO AI Play (Sponsored)

SpaceX Is Public — But This AI Stock May Be Next

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Why the Market Cares Again

The Nvidia partnership is the headline. Nvidia doesn't hand out endorsements. When they announced deeper integration with QNX for physical AI workloads, that was the cue to take another look.

It puts BlackBerry in the middle of Nvidia's robotics stack, which is arguably the most important compute ecosystem outside of data centers.

Humanoid robots are the wildcard.

The market is projected to grow at a 50% CAGR into the 2030s. If QNX becomes the default OS for even a fraction of those platforms, the revenue math looks nothing like the current model. Investors are just starting to price in this optionality.

Auto software is the near-term prize. Modern vehicles are computers on wheels. QNX royalty economics scale with the software content per vehicle, and that content is going straight up. BMW's expanded relationship is the tell.

Action: Watch for named customer wins on the physical AI side. A single high-profile robotics OEM signing QNX would validate the thesis and force analysts to rework their models.

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What the Financials Are Signaling

QNX has been the outperformer, with management calling out accelerating growth for three straight quarters. This is the segment carrying the story, and consensus estimates still look conservative to me.

BlackBerry has been running a leaner ship, with cash flow supported by the earlier Cylance divestment. That gives management room to invest in QNX R&D without diluting shareholders.

One thing to know: beta of 1.48. BB moves faster than the market in both directions. With a 52-week range of $3.12 to $13.59, this is a stock that swings. Size your position accordingly.