macro

BlackBerry shares edge up as CEO touts QNX growth and Nvidia ties

BlackBerry's CEO outlined growth in automotive software and robotics, citing Alloy Kore and Nvidia. Stocktwits reports the stock is up 142% this year.

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what happened

According to Stocktwits, BlackBerry (BB) shares ticked higher overnight after CEO John Giamatteo spoke about the company's prospects in automotive software, robotics and physical AI. He said the Alloy Kore platform pairs the QNX operating system with middleware, widening the addressable market. He also pointed to Nvidia's use of QNX for robotics as a possible growth driver.

In an interview with Jim Cramer, Giamatteo said BlackBerry technology now runs across many domains. He cited 20% QNX growth and 87% gross margins in the second quarter, and noted a record royalty backlog above $1.2 billion.

Stocktwits says the stock has risen 142% and is on track for its best year since 2007.

why it matters

For investors, the key question is whether QNX growth and royalty backlog translate into sustained earnings, not just interest in AI. These are management's own comments, and upcoming reports will show whether they hold up.

market impact

BlackBerry shares: higher expectations from QNX growth and Nvidia partnership support the stock

tags

instruments

BBNVDA

sources

  1. BB stock Rises Overnight: BlackBerry CEO Says QNX’s Alloy Kore Expanding Market— 'The Products We Sell Are Pervasive Around You' — Stocktwits, 27 October 2026 at 01:53 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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