BlackBerry shares surged following a strong earnings report driven by record revenue in its QNX software division and growth in secure communications. This successful transition highlights a broader market opportunity among embedded automotive software creators and defense-level cybersecurity providers.
Published on April 11
Every new vehicle rolling off the line is packed with software, from driver-assistance systems to connected cockpits. The companies building that invisible backbone are quietly becoming some of the most important businesses in tech.
Governments and enterprises worldwide are racing to secure their networks against increasingly sophisticated cyber threats. The firms delivering military-grade cybersecurity and quantum-safe encryption are seeing demand grow at a rapid pace.
BlackBerry's record QNX revenues have put the entire automotive software and defence cybersecurity space in the spotlight. Professional analysts believe this is just the beginning of a multi-year growth story worth watching closely.
BlackBerry's record-breaking QNX revenues and its return to growth in secure communications signal a broader shift: the worlds of mobility and digital security are merging. Analysts see a major opportunity in the companies building the software backbone of tomorrow's connected vehicles, defence networks, and secure enterprise systems. This theme captures that exact inflection point.
This group spans a range of high-margin, software-focused businesses, from embedded automotive operating systems to quantum-safe encryption and AI-driven threat detection. Many of these companies earn recurring revenue through royalties and subscriptions, which gives them strong, predictable income over many years. Some stocks in this group are earlier-stage and may carry higher risk alongside higher potential.
Every stock in this group was handpicked by professional analysts in response to growing global demand for secure mobility, digital sovereignty, and connected vehicle technology. From automotive chipmakers and ADAS pioneers to leading enterprise cybersecurity firms and quantum computing innovators, these picks represent the full ecosystem powering the securitisation and digitisation of modern transport.
This basket's total market capitalisation is $370.71B and is heavily anchored by a few large-cap holdings, tending towards a more stable risk profile.
PANW: $126.30B
QCOM: $136.64B
MBLY: $6.09B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+44.52%
On average, analysts expect assets in this group to grow 44.52% over the next year.
9 of 14 assets in this group are rated Buy by professional analysts.
