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Jilin University Zhengyuan Info Tech vs BlackBerry: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Jilin University Zhengyuan Info Tech (003029.CS)

BlackBerry Ltd (BB)

Q3 2026
▲3▼1

BlackBerry's QNX Wins Big, But Security Guidance Cut

  • QNX Lands Largest-Ever Deal with Coretura BlackBerry's QNX won its largest-ever deal with Coretura, the Volvo-Daimler truck venture, adding over $100 million in future royalties. This validates QNX's leadership in automotive software and boosts long-term revenue.

    This is a major new contract that directly supports future growth and investor confidence.

  • Q2 Beat and Raised Full-Year Revenue Guidance BlackBerry beat Q2 estimates and raised full-year revenue guidance to $616–636 million. The beat-and-raise signals strong execution and demand, which typically lifts the stock price.

    This is a new financial update that shows better-than-expected performance and outlook.

  • Radar Expansion Across DCLI's 100,000-Chassis Fleet BlackBerry expanded its Radar asset-tracking software across DCLI's 100,000-chassis fleet. This large-scale deployment demonstrates traction in the logistics market and adds recurring revenue.

    This is a new customer win that expands BlackBerry's IoT footprint and revenue base.

  • Secure Communications Guidance Cut Amid Trade Tensions Secure Communications guidance was cut to $260–270 million due to Canada-US trade tensions, with the segment growing just 2%. This slowdown raises concerns about near-term growth and profitability.

    This is a new negative development that pressures the stock by lowering expectations for a key segment.

August 2026
▲3▼1

QNX Wins Record Deals, Guidance Raised, But Secure Communications Cut

  • Record QNX contract with Volvo-Daimler JV Coretura, the Volvo-Daimler truck software venture, picked BlackBerry's Alloy Kore platform for its next-gen vehicles. This is the largest QNX deal ever, adding over $100 million to future royalties. It proves QNX can win big new business beyond cars, supporting the stock.

    This is the biggest new contract and directly boosts future QNX revenue.

  • QNX smart camera win with German automaker A major German automaker chose a QNX-powered smart camera for a global vehicle platform launching in China in 2027, with millions of units expected. This shows QNX expanding into advanced driver assistance, adding future royalty streams and supporting the stock.

    New design win expands QNX into new automotive applications.

  • Full-year revenue guidance raised after Q2 beat BlackBerry beat second-quarter profit estimates and raised full-year revenue guidance to $616–636 million. Management's confidence in stronger demand and higher-margin software supports the share price, though the stock still trades at a high earnings multiple.

    Guidance raise signals improving business performance and confidence.

  • Secure Communications guidance cut on trade tension Management cut full-year Secure Communications guidance to $260–270 million, citing rising Canada-US trade tension risk given its large U.S. federal footprint. This segment grew only 2% last quarter, a sharp slowdown, and the cut weighs on the stock.

    This is the main negative counterweight to the QNX wins.

Latest
▲3▼1

QNX Wins Record Deals, Guidance Raised, But Secure Communications Cut

  • Record QNX contract with Volvo-Daimler JV Coretura, the Volvo-Daimler truck software venture, picked BlackBerry's Alloy Kore platform for its next-gen vehicles. This is the largest QNX deal ever, adding over $100 million to future royalties. It proves QNX can win big new business beyond cars, supporting the stock.

    This is the biggest new contract and directly boosts future QNX revenue.

  • QNX smart camera win with German automaker A major German automaker chose a QNX-powered smart camera for a global vehicle platform launching in China in 2027, with millions of units expected. This shows QNX expanding into advanced driver assistance, adding future royalty streams and supporting the stock.

    New design win expands QNX into new automotive applications.

  • Full-year revenue guidance raised after Q2 beat BlackBerry beat second-quarter profit estimates and raised full-year revenue guidance to $616–636 million. Management's confidence in stronger demand and higher-margin software supports the share price, though the stock still trades at a high earnings multiple.

    Guidance raise signals improving business performance and confidence.

  • Secure Communications guidance cut on trade tension Management cut full-year Secure Communications guidance to $260–270 million, citing rising Canada-US trade tension risk given its large U.S. federal footprint. This segment grew only 2% last quarter, a sharp slowdown, and the cut weighs on the stock.

    This is the main negative counterweight to the QNX wins.

September 2026
▲3

BlackBerry Wins QNX Design Deal and Beats Earnings Estimates

  • Coretura picks QNX-based Alloy Kore Coretura, a commercial-vehicle software venture by Daimler Truck and Volvo, chose BlackBerry's QNX-based Alloy Kore as the safety-certified base for its truck platform. This is the first named design win for the product, a concrete sign QNX can win new business beyond cars. No contract value was given, so revenue is not yet proven.

    This is a new, concrete customer win that supports future QNX revenue growth.

  • BlackBerry beats Q2 estimates BlackBerry reported adjusted earnings of 7 cents per share, beating the 4-cent consensus, on revenue of $163.3 million versus the $142.5 million expected. The stock rose about 4% on the news. Beating estimates shows the business is performing better than analysts thought, which supports the share price.

    This is a new earnings result that directly moves the stock and shows financial outperformance.

  • Radar expands on DCLI chassis fleet BlackBerry Radar is being deployed across DCLI's 100,000 chassis fleet, with installation expected complete by end-2026. This is a real customer win for BlackBerry's asset-tracking platform and shows other fleet operators what the product can do. However, auto-sector uncertainty is making some customers delay projects.

    It shows growing demand for BlackBerry's Radar product, a new revenue source.

▲3

BlackBerry Wins QNX Design Deal and Beats Earnings Estimates

  • Coretura picks QNX-based Alloy Kore Coretura, a commercial-vehicle software venture by Daimler Truck and Volvo, chose BlackBerry's QNX-based Alloy Kore as the safety-certified base for its truck platform. This is the first named design win for the product, a concrete sign QNX can win new business beyond cars. No contract value was given, so revenue is not yet proven.

    This is a new, concrete customer win that supports future QNX revenue growth.

  • BlackBerry beats Q2 estimates BlackBerry reported adjusted earnings of 7 cents per share, beating the 4-cent consensus, on revenue of $163.3 million versus the $142.5 million expected. The stock rose about 4% on the news. Beating estimates shows the business is performing better than analysts thought, which supports the share price.

    This is a new earnings result that directly moves the stock and shows financial outperformance.

  • Radar expands on DCLI chassis fleet BlackBerry Radar is being deployed across DCLI's 100,000 chassis fleet, with installation expected complete by end-2026. This is a real customer win for BlackBerry's asset-tracking platform and shows other fleet operators what the product can do. However, auto-sector uncertainty is making some customers delay projects.

    It shows growing demand for BlackBerry's Radar product, a new revenue source.

Q2 2026
▲3

BlackBerry's QNX and Security Growth Drive Raised Outlook and New Buy Rating

  • QNX and Secure Communications Fuel Revenue Beat and Raised Guidance BlackBerry reported Q1 revenue of $153 million, beating guidance, with QNX up 26% and Secure Communications up 24%. The company raised full-year revenue outlook, signaling strong demand for its mission-critical software. This directly boosts investor confidence and the stock price.

    This is the core fundamental driver of the period, showing accelerating growth and improved financial health.

  • Stifel Initiates Buy Rating with $12 Target Stifel started coverage with a Buy rating and $12 price target, implying 35% upside. The analyst argues BlackBerry is misdefined as just automotive software and is becoming a key layer for physical AI across vehicles, robotics, and industrial automation. This new endorsement attracts buyers.

    A new analyst rating with a bullish thesis provides fresh external validation and a specific price target that can drive near-term buying.

  • UEM Platform Upgrade Targets Government and Enterprise Cybersecurity BlackBerry upgraded its Unified Endpoint Management platform to better serve enterprises and governments with improved security and compliance features. This positions the company to capture growth in sovereign IT and zero-trust markets, supporting future revenue.

    This product enhancement shows ongoing innovation and expansion into high-demand cybersecurity segments, which can drive future sales.

June 2026
▲3

BlackBerry's QNX and Security Growth Drive Raised Outlook and New Buy Rating

  • QNX and Secure Communications Fuel Revenue Beat and Raised Guidance BlackBerry reported Q1 revenue of $153 million, beating guidance, with QNX up 26% and Secure Communications up 24%. The company raised full-year revenue outlook, signaling strong demand for its mission-critical software. This directly boosts investor confidence and the stock price.

    This is the core fundamental driver of the period, showing accelerating growth and improved financial health.

  • Stifel Initiates Buy Rating with $12 Target Stifel started coverage with a Buy rating and $12 price target, implying 35% upside. The analyst argues BlackBerry is misdefined as just automotive software and is becoming a key layer for physical AI across vehicles, robotics, and industrial automation. This new endorsement attracts buyers.

    A new analyst rating with a bullish thesis provides fresh external validation and a specific price target that can drive near-term buying.

  • UEM Platform Upgrade Targets Government and Enterprise Cybersecurity BlackBerry upgraded its Unified Endpoint Management platform to better serve enterprises and governments with improved security and compliance features. This positions the company to capture growth in sovereign IT and zero-trust markets, supporting future revenue.

    This product enhancement shows ongoing innovation and expansion into high-demand cybersecurity segments, which can drive future sales.

▲3

BlackBerry's QNX and Security Growth Drive Raised Outlook and New Buy Rating

  • QNX and Secure Communications Fuel Revenue Beat and Raised Guidance BlackBerry reported Q1 revenue of $153 million, beating guidance, with QNX up 26% and Secure Communications up 24%. The company raised full-year revenue outlook, signaling strong demand for its mission-critical software. This directly boosts investor confidence and the stock price.

    This is the core fundamental driver of the period, showing accelerating growth and improved financial health.

  • Stifel Initiates Buy Rating with $12 Target Stifel started coverage with a Buy rating and $12 price target, implying 35% upside. The analyst argues BlackBerry is misdefined as just automotive software and is becoming a key layer for physical AI across vehicles, robotics, and industrial automation. This new endorsement attracts buyers.

    A new analyst rating with a bullish thesis provides fresh external validation and a specific price target that can drive near-term buying.

  • UEM Platform Upgrade Targets Government and Enterprise Cybersecurity BlackBerry upgraded its Unified Endpoint Management platform to better serve enterprises and governments with improved security and compliance features. This positions the company to capture growth in sovereign IT and zero-trust markets, supporting future revenue.

    This product enhancement shows ongoing innovation and expansion into high-demand cybersecurity segments, which can drive future sales.