2 hours ago
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David Moadel
Mon, April 20, 2026 astatine 11:26 AM CDT 5 min read
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BlackBerry (BB) banal jumped connected an expanded NVIDIA collaboration integrating QNX information OS into borderline AI—first large catalyst aft 5 years of underperformance.
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BlackBerry’s deepened concern with NVIDIA positions QNX arsenic the foundational operating strategy for the fastest-growing segments successful borderline AI infrastructure, backed by 4 consecutive EPS beats and FY2027 guidance for $584M to $611M successful revenue.
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BlackBerry (NYSE:BB) banal is up 15% successful Monday day trading, rising from $4.86 to $5.59, aft the institution announced an expanded collaboration with NVIDIA (NASDAQ:NVDA), partnering to integrate its QNX safety-critical operating strategy into precocious borderline AI applications. BB banal is up 80% implicit the past year.
The announcement lands astatine a infinitesimal erstwhile BlackBerry bulls person been waiting years for a genuine revaluation catalyst. After 5 years of achy underperformance, with BB banal down 30% implicit that stretch, today's determination raises a existent question: is this yet the inflection constituent the turnaround communicative has been promising?
BlackBerry QNX has expanded its collaboration with NVIDIA to integrate QNX OS for Safety 8.0 with NVIDIA IGX Thor and the Halos Safety Stack. The extremity is simply a unified level for safety-critical borderline AI applications spanning robotics, aesculapian devices, and concern systems. The integration combines QNX's real-time operating strategy with NVIDIA's accelerated compute, enabling developers to physique regulated, mixed-criticality AI systems.
READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks
Safety-critical operating systems aren't optional successful regulated industries. They're the instauration that everything other runs on, and QNX already powers much than 275 cardinal vehicles globally. Pairing that installed basal with NVIDIA's borderline computing musculus opens doors acold beyond automotive.
The timing matters, too. NVIDIA's DRIVE AGX Thor improvement kit achieved wide availability integrated with QNX OS for Safety successful Q2 FY26, truthful this deepened collaboration builds connected an already-validated method relationship. NVIDIA's automotive conception generated $604 cardinal successful gross successful Q4 FY26, up 6% twelvemonth implicit year, signaling existent request for the kinds of systems QNX supports.
BlackBerry's astir caller quarterly results, filed April 9, showed gross of $156 million, up 8% twelvemonth implicit year, beating the estimation of $144.3 million. Adjusted EPS came successful astatine $0.06 versus a $0.04 estimate, marking the 4th consecutive 4th of EPS beats.
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