1 day ago
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David Moadel
Fri, May 22, 2026 astatine 11:35 AM CDT 4 min read
Quick Read
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BlackBerry (BB) banal surged 18% connected grounds QNX conception gross of $78.7M, up 20% YoY, with the embedded operating strategy present successful 275M+ vehicles and $950M successful royalty backlog from plan wins astatine BMW and Volvo.
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Mobileye (MBLY) banal roseate 4% aft Q1 gross of $558M, up 27% YoY, portion Aurora Innovation (AUR) shares gained 2% connected grounds commercialized autonomous trucking miles for large logistics partners.
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BlackBerry’s QNX software-defined conveyance level is attracting investors distant from mega-cap AI compute plays similar NVIDIA (NVDA), the shares of which were down 1% connected Friday afternoon.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and BlackBerry wasn't 1 of them. Get them present FREE.
Shares of BlackBerry (NYSE:BB) are up 18% successful midday trading Friday, starring a crisp rotation into automotive AI bundle names. Mobileye (NASDAQ:MBLY) banal is higher by 4%, Aurora Innovation (NASDAQ:AUR) banal is climbing 2%, and NVIDIA (NASDAQ:NVDA) is down 1%.
The dispersion is striking. Year to date, BlackBerry banal has surged 107% and Aurora Innovation has climbed 90%, portion Mobileye has slipped 2.5% and NVIDIA is up 16%.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and BlackBerry wasn't 1 of them. Get them present FREE.
For astatine slightest this session, the small-cap automotive bundle pure-plays are outrunning the mega-cap AI compute giant. The enactment centers connected BlackBerry's QNX embedded operating system, which the marketplace is treating arsenic the preferred mode to play software-defined vehicles.
QNX Momentum Powers BlackBerry's Breakout
BlackBerry's Q4 FY2026 study connected April 9 delivered gross of $156 million, up 8% year-over-year (YoY). The QNX conception posted grounds gross of $78.7 million, up 20% YoY.
Moreover, BlackBerry's adjusted EPS came successful astatine $0.06 versus the $0.04 estimate. QNX is present embedded successful much than 275 cardinal vehicles, with royalty backlog adjacent $950 cardinal and caller plan wins astatine BMW Group and Volvo Cars. BlackBerry CEO John J. Giamatteo declared, "QNX is present a Rule of 40 business, and a wide person successful automotive."
The agelong presumption remains humbling, however. BlackBerry banal is inactive down 22% implicit 5 years, a reminder that today's determination is simply a recovery, not a instrumentality to erstwhile glory. The catalyst present sits wrong automotive software, not the handset concern that erstwhile defined the brand.
Mobileye and Aurora Tag Along
Mobileye's Q1 2026 study connected April 23 showed gross of $558 million, up 27% YoY, with EyeQ system-on-chip shipments rising 28% to 10.8 cardinal units. The institution raised its FY26 gross guidance to $1.94 cardinal to $2.02 billion.
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