BlackBerry (BB)

BB's price climbed roughly a fifth over the past month, its strongest run since it shifted focus to software.

What is going on right now?

The stock sits well above where it traded for most of the past year, after a steady climb that started picking up speed about 30 days ago. Trading activity has been quieter than usual lately.

How is the business itself doing?

BlackBerry now makes money from three things: cybersecurity software, its QNX system embedded in cars, and licensing old patents. Revenue grew about 26% and earnings roughly two and a half times over the prior year, though the company keeps only about 13 cents of profit from every dollar it brings in.

What stands out?

Volvo recently announced delays to some electric vehicle plans and job cuts of around 2,500 people. Since QNX software runs inside many automakers' systems, slower rollouts in the car world could cool one of BlackBerry's growth engines.

What comes next?

BlackBerry's next earnings report is scheduled for December 17, 2026, and it will be the first to show whether auto software revenue held up through the Volvo-related headwinds.