15 Software Infrastructure Stocks Outperforming In 2025

2. BlackBerry Limited (NYSE:BB)

BlackBerry Limited is an intelligent security services and software provider to governments and enterprises. It operates in IoT (internet of things), cybersecurity, and licensing & other segments. The company provides CylanceGUARD, CylanceINTELLIGENCE™, CylanceEDGE, BlackBerry Messenger (BBM) Enterprise, BlackBerry SecuSUITE, CylanceENDPOINT, and other solutions. The company’s stock is up 39% so far this year and its 1-year returns are closing in on 100%.

Blackberry’s turnaround story has underwhelmed and were it not for its strange involvement in a meme-stock rally last year, its returns would have been muted. But the recent optimism points to the possibility of improving fundamentals and we look at why that’s the case.

BlackBerry in December finally got rid of Cyclane, a division that was a drag on its business. It sold it at a fraction of the original acquisition cost but the company can now focus on other parts of the business. This news was well-received by investors as well and the stock has been on an uptick since.

The company’s recent partnership with Microsoft also inspires confidence. As software-defined vehicles become the norm, Blackberry’s technology becomes more and more relevant, though arguably the competition also rises. The company’s QNX system which is already used in many vehicles could soon be available on Microsoft Azure after this partnership.