BlackBerry (BB) shares are pushing higher on Aug. 25 as investors digest fresh comments from CEO John Giamatteo highlighting robotics as one of the fastest-growing segments within the firm’s QNX division.
In an interview with CNBC, the chief executive pointed to warehouse robots, robotic forklifts, and medical applications as particularly promising markets, reinforcing BB’s strategy of going beyond its automotive roots and into the broader physical AI opportunity.
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The bullish update comes as BlackBerry stock continues to deliver a major turnaround, with the price currently up more than 100% versus the start of this year.
www.barchart.comWhy Robotics Growth Matters for BlackBerry Stock
The biggest takeaway for BB's share price is that robotics is no longer a potential future application only for QNX. According to Giamatteo, it has already become “one of the fastest-growing businesses” within the company’s software portfolio.
That distinction matters because QNX is already deployed in roughly 275 million vehicles, giving BlackBerry an established base of safety-critical software expertise that can be transferred into new markets.
BB also has a $950 million QNX order backlog, with management confirming that robotics make up a sizable chunk of it.
All in all, if robotics adoption continues accelerating, BlackBerry could gain exposure to a massive secular growth market without having to manufacture robots itself.
Is It Worth Investing in BB Shares Today?
BlackBerry’s robotics push also looks more compelling because it fits into the company’s broader physical AI strategy rather than representing an isolated growth experiment.
QNX provides the embedded software layer needed for safety-critical machines, making the firm’s technology relevant as robots become more autonomous and software-intensive.
BB strengthened that positioning in April by expanding its partnership with Nvidia (NVDA), bringing QNX software into robotics, medical technology and industrial applications.
That relationship positions BlackBerry shares to benefit from the artificial intelligence hardware ecosystem without competing directly with robot makers.
For investors, the opportunity is therefore less about betting on humanoid robots and more about owning the software infrastructure that could underpin the next generation of intelligent machines.
BlackBerry Remains Buy-Rated Among Wall Street Firms
Investors should also note that Wall Street remains bullish on BB stock for the remainder of 2026.
The consensus rating on BlackBerry sits at “Moderate Buy” currently, with the mean price target of $10.83 indicating potential upside of nearly 40% from here.
www.barchart.com On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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