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BlackBerry Announces Renewal of Normal Course Issuer Bid Share Buyback Program

(Neutral)
(Positive)
Tags
buybacks

BlackBerry (NYSE:BB) announced TSX acceptance to renew its normal course issuer bid to repurchase up to 26,785,714 common shares (≈4.58% of public float) starting May 12, 2026 and ending no later than May 11, 2027. Shares purchased will be cancelled.

As of April 30, 2026, BlackBerry had 586,061,407 common shares outstanding; 18,136,158 shares were repurchased under the prior NCIB at a weighted average price of US$3.85.

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Positive

  • NCIB size: 26,785,714 shares (~4.58% of public float)
  • Commencement: NCIB starts May 12, 2026 and runs to May 11, 2027
  • Prior repurchases: 18,136,158 shares repurchased at US$3.85 average
  • Cancellation: Shares purchased under the NCIB will be cancelled
  • Liquidity outlook: Company expects meaningful positive operating cash flow in fiscal 2027

Negative

  • No assurance the company will purchase any or all authorized shares
  • Daily TSX purchase limit of 563,825 shares may constrain execution
  • NCIB uses cash that could alternatively fund other initiatives

News Market Reaction – BB

+4.43%
6 alerts
+4.43% Session close to close
+4.3% Peak in 1 min
$3.88B Market Cap
0.1x Rel. Volume

In the May 8 session, BB gained 4.43%, reflecting a moderate positive market reaction. Argus tracked a peak move of +4.3% during that session. Our momentum scanner triggered 6 alerts that day, indicating moderate trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement renews BlackBerry’s NCIB, allowing repurchases of up to 26,785,714 common shares, ...
Analysis

This announcement renews BlackBerry’s NCIB, allowing repurchases of up to 26,785,714 common shares, about 4.58% of the public float, between May 12, 2026 and May 11, 2027. The company previously bought back 18,136,158 shares at a weighted average of US$3.85. With the stock trading above its 4.06 200-day MA and close to a 6.24 52-week high, investors may focus on how actively the NCIB is used, its impact on share count, and how it fits with BlackBerry’s cash generation outlook for fiscal 2027.

Key Figures

NCIB authorization: 26,785,714 shares NCIB as % float: 4.58% Shares outstanding: 586,061,407 shares +5 more
8 metrics
NCIB authorization 26,785,714 shares Maximum common shares authorized for repurchase under renewed NCIB
NCIB as % float 4.58% Portion of public float as of April 30, 2026
Shares outstanding 586,061,407 shares Common shares outstanding as of April 30, 2026
Public float 584,830,432 shares Public float as of April 30, 2026
TSX 6-month ADV 2,255,303 shares Average daily trading volume on TSX, 6 months to April 30, 2026
Daily TSX limit 563,825 shares Maximum daily NCIB purchases through TSX, excluding block purchases
Prior buybacks 18,136,158 shares Shares repurchased under NCIB since May 12, 2025
Prior NCIB cap price US$3.85 per share Weighted average purchase price of repurchased shares under existing program

Historical Context

5 past events · Latest: May 06 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
May 06 AI conference showcase Positive +7.0% QNX to demo safe, deterministic AI robotics platform and new benchmark research.
Apr 21 Security report release Positive +2.0% Release of secure communications survey highlighting widespread use of consumer messaging apps.
Apr 20 NVIDIA AI collaboration Positive +13.2% Expanded QNX–NVIDIA collaboration for safety‑critical edge AI across multiple industries.
Apr 19 Leapmotor QNX selection Positive +13.2% Leapmotor selected QNX software for D19 SUV’s centralized controller and features.
Apr 16 Secure comms partnership Positive +14.1% Partnership to integrate SecuSUITE into naval and military communication systems.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent BB headlines around QNX, AI, and secure communications have generally coincided with strong positive price reactions, indicating the stock has often moved higher on technology and partnership news.

Recent Company History

Over the past month, BlackBerry has reported several QNX- and security-focused developments, each followed by notable gains. An AI-focused QNX showcase on May 6, 2026 saw shares rise 6.96%. Collaborations with NVIDIA and Leapmotor in April each coincided with moves of 13.17%, while secure communications reports and defense partnerships on April 21 and April 16 produced gains of 2% and 14.11%. Today’s NCIB renewal adds a capital allocation component to this series of product and partnership catalysts.

Key Terms

normal course issuer bid, share buyback program, public float, average daily trading volume, +2 more
6 terms
normal course issuer bid regulatory
"received acceptance from the Toronto Stock Exchange (the "TSX") for the renewal of its normal course issuer bid"
A Normal Course Issuer Bid is when a company buys back its own shares from the stock market over time. This usually shows that the company believes its stock is undervalued and wants to support its price, which can be important for investors to watch.
share buyback program financial
"for the renewal of its normal course issuer bid ("NCIB") share buyback program"
A share buyback program is when a company uses its cash to repurchase its own outstanding shares from the market, reducing the number of shares available to investors. That matters because it can raise the value of remaining shares and signal management's confidence in the business—similar to a bakery buying back unsold loafs to make each remaining loaf represent a larger share of its oven’s output—though buybacks can also affect cash available for other uses.
public float financial
"representing approximately 4.58% of the outstanding public float as of the close of business"
Public float is the total number of a company's shares that are available for trading by the general public. It excludes shares held by company insiders or large stakeholders who are unlikely to sell them easily. This figure helps investors understand how much of the company's stock is actively available, which can influence its liquidity and how easily its price might change.
average daily trading volume market
"The average daily trading volume on the TSX for the 6 months ending on April 30, 2026, was 2,255,303"
The average daily trading volume is the typical number of shares or units of a security that change hands each trading day, calculated over a set period. It tells investors how active a market is—like average traffic on a road—so higher volume usually means easier, faster trades and smaller price swings when buying or selling, while low volume can make orders harder to fill and cause bigger price moves.
block purchases financial
"Daily purchases through the TSX will be limited to 563,825 common shares, other than block purchases."
A block purchase is a large, privately negotiated trade of shares or bonds executed between institutions or big investors outside the regular public market. Think of it like buying a pallet of goods at once instead of individual items; it lets buyers and sellers move big positions with less public price disruption, but it can still signal shifting ownership and affect market liquidity and investor perceptions of demand for the security.
issuer bid exemption orders regulatory
"share repurchase programs under issuer bid exemption orders issued by securities regulatory authorities."
Orders used when a company buys back its own shares under a regulatory exemption that lets the company complete repurchases with fewer formal steps or disclosures than a full, regulated tender offer. Investors care because these buybacks reduce the number of shares available, can push the share price up, change ownership proportions and voting power, and signal management’s view of the company’s value — think of a shop quietly removing items from sale to boost scarcity and price.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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WATERLOO, ON / ACCESS Newswire / May 8, 2026 / BlackBerry Limited (NYSE:BB)(TSX:BB) today announced that it has received acceptance from the Toronto Stock Exchange (the "TSX") for the renewal of its normal course issuer bid ("NCIB") share buyback program. The renewed program allows for the repurchase of up to 26,785,714 of its common shares, representing approximately 4.58% of the outstanding public float as of the close of business on April 30, 2026.

Under the NCIB, BlackBerry can purchase its common shares through the TSX, other Canadian stock exchanges, the New York Stock Exchange (the "NYSE"), and/or alternative trading systems in Canada and the United States. Subject to regulatory approval, purchases of its common shares may also be made by BlackBerry by way of private agreements or share repurchase programs under issuer bid exemption orders issued by securities regulatory authorities. Any BlackBerry common shares purchased through the NCIB will be cancelled.

As of the close of business on April 30, 2026, BlackBerry had 586,061,407 common shares outstanding and the public float was 584,830,432 common shares. The average daily trading volume on the TSX for the 6 months ending on April 30, 2026, was 2,255,303 common shares. Daily purchases through the TSX will be limited to 563,825 common shares, other than block purchases. As of the close of business on April 30, 2026, BlackBerry had repurchased 18,136,158 common shares at a weighted average purchase price of US$3.85 per common share through the facilities of the TSX, NYSE and alternative trading systems pursuant to the existing share buyback program that commenced on May 12, 2025 and expires on May 11, 2026, under which BlackBerry sought and received approval from the TSX to purchase up to 27,855,153 common shares.

The NCIB will commence on May 12, 2026, and will terminate on the earliest of: (A) May 11, 2027, (B) such date as BlackBerry may determine, and (C) the date on which the maximum number of common shares that may be purchased under this NCIB has been reached by BlackBerry.

The purchase price of any common shares purchased by BlackBerry under the NCIB will be the market price at the time of acquisition. The purchase price of any common shares purchased by BlackBerry under issuer bid exemption orders issued by securities regulatory authorities will be determined through negotiations with arm's length third parties and is expected to be at a discount to or around the market price.

BlackBerry further strengthened its balance sheet in fiscal 2026 and expects to generate meaningful positive operating cash flow during fiscal 2027. BlackBerry believes that, from time to time, the market price of its common shares may not fully reflect the underlying value of its business and its future prospects. In such circumstances, the purchase by BlackBerry of its common shares may represent an appropriate use of available funds, since a portion of BlackBerry's excess cash can be invested for an attractive, risk-adjusted return on capital through the NCIB. Common shares purchased under the NCIB will also help to offset the dilutive effect of common shares issued under BlackBerry's equity incentive plan.

Having an NCIB in place at this time will provide BlackBerry with the flexibility to purchase its common shares for cancellation where this aligns with its investment and capital allocation strategies. BlackBerry does not expect that any decision to allocate cash to purchase its common shares will affect its long-term strategy. The actual number of common shares that will be purchased under the NCIB, and the timing of any such purchases, will be determined by BlackBerry, subject to the limits imposed by the TSX, the NYSE and applicable securities laws in Canada and the United States. There cannot be any assurances as to how many common shares, if any, will ultimately be purchased by BlackBerry under the NCIB.

About BlackBerry

BlackBerry (NYSE:BB)(TSX:BB) provides enterprises and governments the intelligent software and services that power the world around us. Based in Waterloo, Ontario, the company's high-performance foundational software enables major automakers and industrial giants alike to unlock transformative applications, drive new revenue streams and launch innovative business models, all without sacrificing safety, security, and reliability. With a deep heritage in Secure Communications, BlackBerry delivers operational resiliency with a comprehensive, highly secure, and extensively certified portfolio for mobile fortification, mission-critical communications, and critical events management.

Forward-looking statements in this news release are made pursuant to the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995 and applicable Canadian securities laws. When used herein, words such as "expect", "anticipate", "estimate", "may", "will", "should", "intend", "believe", and similar expressions, are intended to identify forward-looking statements. Forward-looking statements are based on estimates and assumptions made by BlackBerry Limited in light of its experience and its perception of historical trends, current conditions and expected future developments, as well as other factors that BlackBerry believes are appropriate in the circumstances, including but not limited to BlackBerry's beliefs regarding the value of its shares and the investment community's perception thereof, its fiscal 2027 operating cash flow and regulatory requirements. Many factors could cause BlackBerry's actual results, performance or achievements to differ materially from those expressed or implied by the forward-looking statements, including those described in the "Risk Factors" section of BlackBerry's Annual Information Form, which is included in its Annual Report on Form 10-K (copies of which filings may be obtained at www.sedarplus.ca or www.sec.gov). These factors should be considered carefully, and readers should not place undue reliance on BlackBerry's forward-looking statements. BlackBerry has no intention and undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

For more information, visit BlackBerry.com and follow @BlackBerry.

###

Investor Contact:
BlackBerry Investor Relations
+1 (519) 888-7465
investorrelations@BlackBerry.com

Media Contact:
BlackBerry Media Relations
+1 (519) 597-7273
mediarelations@BlackBerry.com

SOURCE: BlackBerry



View the original press release on ACCESS Newswire

FAQ

How many shares will BlackBerry (BB) repurchase under the May 2026 NCIB?

BlackBerry plans to repurchase up to 26,785,714 common shares, about 4.58% of public float. According to the company, purchases run from May 12, 2026 to May 11, 2027 and repurchased shares will be cancelled.

What portion of BlackBerry (BB) outstanding shares does the NCIB represent?

The NCIB represents approximately 4.58% of the public float as of April 30, 2026. According to the company, this is based on 584,830,432 public float and 586,061,407 total outstanding common shares.

How many shares has BlackBerry (BB) already repurchased under the prior buyback program?

BlackBerry repurchased 18,136,158 common shares under the prior NCIB at a weighted average price of US$3.85. According to the company, these purchases used TSX, NYSE and alternative trading systems facilities.

Will BlackBerry (BB) cancel the shares bought under the new NCIB?

Yes. Shares purchased under the NCIB will be cancelled. According to the company, cancelled shares will reduce outstanding share count and help offset issuance under its equity incentive plan.

What limits apply to BlackBerry (BB) daily purchases under the NCIB on the TSX?

Daily purchases on the TSX are limited to 563,825 common shares, except for block purchases. According to the company, this limit is calculated from six‑month average daily trading volume ending April 30, 2026.

How will the NCIB affect BlackBerry's (BB) cash position and operations?

The NCIB uses available cash to buy shares, which could reduce cash for other uses. According to the company, BlackBerry strengthened its balance sheet in fiscal 2026 and expects meaningful positive operating cash flow in fiscal 2027.