Stock of the Day

BCE (BCE)

$24.38

+$0.60 (+2.5%)

Market Cap: $22.73B

About BCE

BCE Inc., a communications company, provides wireless, wireline, Internet, and television (TV) services to residential, business, and wholesale customers in Canada. The company operates through two segments, Bell Communication and Technology Services, and Bell Media.

The Bell Communication and Technology Services segment provides wireless products and services including mobile data and voice plans and devices; wireline products and services comprising data, including internet access, internet protocol television, cloud-based services, and business solutions, as well as voice, and other communication services and products; and satellite TV and connectivity services for residential, small and medium-sized business, government, and large enterprise customers. This segment also buys and sells local telephone, long distance, and data and other services from or to resellers and other carriers; and operates consumer electronics retail stores. The Bell Media segment provides conventional TV, specialty TV, pay TV, streaming services, digital media services, radio broadcasting services, and out-of-home advertising services. BCE Inc. was founded in 1880 and is headquartered in Verdun, Canada.

BCE Bull Case

Here are some ways that investors could benefit from investing in BCE Inc.:

• BCE Inc. has seen significant institutional interest, with major investors like Lincluden Management Ltd. increasing their holdings by 17.4%, indicating confidence in the company's future performance.
• The current stock price is around $23.97, which may present a buying opportunity for investors looking for value in the utilities sector.
• Analysts have recently upgraded their ratings on BCE Inc., with firms like Scotiabank moving from a "sector perform" to a "sector outperform" rating, suggesting potential for growth.
• Approximately 41.46% of BCE Inc.'s stock is owned by institutional investors, which often indicates stability and confidence in the company's long-term prospects.
• BCE Inc. has a solid market capitalization of around $21.61 billion, which reflects its established position in the market and potential for continued growth.

BCE Bear Case

Investors should be bearish about investing in BCE Inc. for these reasons:

• Despite recent upgrades, there are still four analysts who have rated BCE Inc. with a sell rating, indicating some skepticism about its future performance.
• The stock has experienced fluctuations, with recent trading showing a decline of about 0.9%, which may concern investors about its short-term stability.
• BCE Inc. has a high P/E ratio of 89.13, suggesting that the stock may be overvalued compared to its earnings, which could deter value-focused investors.
• Recent selling activity by institutional investors, such as Alberta Investment Management Corp. reducing its holdings by 5.5%, may signal a lack of confidence among some large stakeholders.
• The average target price set by analysts is $38.67, which indicates that the stock may have limited upside potential in the near term compared to its current price.

Recent News

• BCE Inc. (BCE) Q2 2025 Earnings Call Transcript (seekingalpha.com)
• BCE Inc. 2025 Q2 - Results - Earnings Call Presentation (seekingalpha.com)
• BCE reports improved revenue, profit that beat expectations (theglobeandmail.com)
• Telecommunications firm BCE swings to Q2 profit, also sees operating revenue increase (msn.com)
• BCE Upgrades 2025 Outlook as 2Q Profit, Revenue Rise (marketwatch.com)
• BCE reports second quarter 2025 results (prnewswire.com)
• Ottawa upholds CRTC's wholesale internet rules, says they will foster competition (msn.com)
• Telecom Brawl Over Networks Poses Test for Carney’s AI Strategy (msn.com)
• BCE Expands U.S. Presence with Ziply Fiber Acquisition (theglobeandmail.com)