BB vs. CRWD: Which Cybersecurity Stock Is the Better Pick at Present? — TradingView News
BB vs. CRWD: Which Cybersecurity Stock Is the Better Pick at Present? — TradingView News
Publish Date: 2026-06-15 09:32:00
Source Domain: www.tradingview.com
Using an unordered list, summarize the following article with between 4 and 8 key points. The global cybersecurity landscape has evolved drastically as organizations move to multi-cloud environments and implement AI extensively. This creates a more complex attack surface, necessitating advanced cybersecurity solutions for endpoints, networks and cloud environments. Given this, cybersecurity has become a key baseline requirement.High-profile data breaches have heightened awareness and urgency across industries, leading to heavy investment in cyber defense.Per a Grand View Research report, the cybersecurity market is projected to witness a CAGR of 11.9% from 2026 to 2033. This creates strong tailwinds for companies like BlackBerry BB and CrowdStrike CRWD and others operating in this fast-evolving industry.So, now the question arises: Which stock makes for a better investment pick at present? Let’s dive into the pros and cons of each company.The Case for BBOnce a smartphone giant, BlackBerry has now pivoted its focus to cybersecurity and Internet of Things (IoT) solutions. BlackBerry’s Secure Communications division now consists of BlackBerry Unified Endpoint Management (“UEM”), BlackBerry SecuSUITE and BlackBerry AtHoc solutions. Last year, BB offloaded its Cylance business to Arctic Wolf and reviewed the cost structure of the Secure Communications division. This marked a turning point for the company.BlackBerry is now focusing on its QNX and cybersecurity businesses. QNX is a Real-Time Operating System for embedded systems widely used in automotive and is now gaining traction in physical AI, medical, robotics, industrial and emerging markets. This division’s royalty backlog reached roughly $950 million, offering clear visibility into sustained, multi-year growth. The growing relevance of software-defined vehicles is fueling QNX’s momentum.The Secure Communications business is showing signs of resurgence, delivering 8% year-over-year growth in the fiscal fourth quarter of 2026 and approaching “Rule of 40” performance. Annual recurring revenues (“ARR”) rose 1% sequentially to $218 million, up 5% year over year, while DBNRR improved to 94%, gaining 2 points sequentially. Rising NATO and global defense spending is driving strong momentum in BlackBerry’s Secure Communications unit.BlackBerry Limited Price, Consensus and EPS SurpriseBlackBerry Limited price-consensus-eps-surprise-chart | BlackBerry Limited QuoteThe growth is also fueled by a powerful macro trend — digital sovereignty. Governments and enterprises increasingly demand secure, sovereign communication systems that protect sensitive data from foreign access. A major validation came from the Government of Canada expanding its partnership and increasing adoption of BlackBerry’s Secusmart licenses across federal agencies.BlackBerry expects Secure Communications to return to full-year growth in fiscal 2027 for the first time in six years, marking a crucial inflection point. Fiscal 2027 revenues are projected to grow 4-8% to $270-$280 million, with adjusted EBITDA forecasted at $57-$65 million. For fiscal 2027, BlackBerry expects QNX revenues of $290-$307 million and overall revenues to grow 6-11% to $584-$611 million.Though the cybersecurity business is gaining strength, BlackBerry remains heavily reliant on its QNX business, which in turn is influenced by macro conditions. Some of BlackBerry’s most exciting opportunities, such as physical AI, robotics and the Alloy Kore platform, remain in the early stages, introducing execution risk. BlackBerry faces increasing competitive pressures in both QNX and cybersecurity businesses.The Case for CRWDSunnyvale, CA-based CrowdStrike is one of the leading pureplay companies in the cybersecurity space. CRWD entered fiscal 2027 with strong momentum, with the fiscal first quarter revenues rising 26% year over year to $1.39 billion and ARR reaching $5.51 billion (up 24%), alongside record net new ARR of $256 million (up 32%). Management emphasized that as enterprises rapidly adopt AI, cybersecurity has become a critical component, creating a massive demand pipeline.CRWD has been selected as a cybersecurity partner by leading AI research companies such as OpenAI and Anthropic and continues to collaborate with major technology and consulting firms. Another important catalyst is Falcon Flex, the company’s subscription model. CRWD added more than 300 Falcon Flex accounts in the fiscal first quarter.CrowdStrike is seeing strong adoption across cloud, identity and next-gen SIEM, with these newer categories exceeding $2 billion in ARR. Notably, AI Detection and Response (“AIDR”) has seen rapid traction, with ending ARR growing more than 250% sequentially, highlighting strong early demand. Management believes that AIDR could ultimately represent a larger market opportunity than endpoint detection and response.The company expects current quarter revenues to be between $1.436 billion and $1.442 billion. CRWD raised its fiscal 2027 net new ARR growth guidance by 520 basis points at the midpoint from its prior guidance.CrowdStrike Price, Consensus and EPS SurpriseCrowdStrike price-consensus-eps-surprise-chart | CrowdStrike QuoteDespite positives, risks remain. First, the AI-driven opportunity remains in its early stages. The company’s raised guidance is tied to the AI narrative and associated cybersecurity spending. Any slowdown in AI deployment or budget revisions could weigh down on growth expectations. Execution risk also remains as the company expands into multiple new product categories. Competitive pressures are intensifying as rivals aggressively expand to capture the lucrative opportunity.Finally, as CrowdStrike continues to scale, maintaining high growth rates becomes more challenging. CRWD reported a growth rate of 29% in fiscal 2025 and 22% in fiscal 2026. For fiscal 2027, management expects revenues to be $5,915-$5,959 million, implying 23-24% growth.Price Performance and Valuation for BB & CRWDYear to date, BB and CRWD have registered gains of 142.5% and 45.6%, respectively.In terms of the forward 12-month price/sales multiple, BB is trading at 8.77X, lower than CRWD’s 27.1X.How Does the Zacks Consensus Estimate Compare for BB & CRWD?Analysts have kept their earnings estimates unchanged for BB for the current fiscal year in the past 60 days.Meanwhile, for CRWD, there is a marginal upward estimate revision.BB or CRWD: Which Is a Better Pick?Both BB and CRWD are well-positioned to gain from the rapidly growing cybersecurity market. BB, at present, carries a Zacks Rank #3 (Hold) while CrowdStrike has a Zacks Rank #4 (Sell). Hence, in terms of Zacks Rank, BB seems to be a better pick at the moment.You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Zacks’ Research Chief Names “Stock Most Likely to Double”Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company’s customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free reportBlackBerry Limited (BB): Free Stock Analysis ReportCrowdStrike (CRWD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment Research
