BlackBerry Limited (BB) Finalizes Cylance Sale to Arctic Wolf, Strengthens Cybersecurity Partnership

We recently compiled a list of the 12 AI News and Ratings You Should Not Miss. In this article, we are going to take a look at where BlackBerry Limited (NYSE:BB) stands against the other AI stocks investors shouldn’t miss.

As artificial intelligence continues to evolve, investors are closely watching the opportunities emerging in both private and public markets. While some companies have been treated as clear winners, industry experts argue that the race is still in its early stages. Lower financial barriers for startups and increasing demand for AI-driven solutions are reshaping the competitive space, with many companies expected to gain traction in the coming years. The discussion around AI investment is growing, with venture capitalists and analysts weighing in on what the future holds.

The Evolution of AI Investment in Private and Public Markets

Rick Heitzmann, founder of FirstMark Capital, joined ‘Closing Bell’ to discuss the AI private market and investment opportunities, emphasizing that the industry is still in its early stages. He noted that while some have treated certain AI companies as definitive winners, the sector is still evolving, with both infrastructure and applications continuing to develop.

He agreed with Mark Cuban’s view, who said in an earlier interview that DeepSeek’s progress has lowered the financial barriers for AI startups, allowing more companies to compete without massive funding. The shift could lead to increased private investment and a more open playing field for smaller AI firms.

Heitzmann also addressed the lack of public AI companies, agreeing that most investment opportunities remain in private markets. While AI infrastructure firms like CoreWeave and OpenAI may go public soon, many application-layer companies are still establishing their positions. He expects more AI startups to prepare for public offerings in 2025 and 2026 as the industry matures.

For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s database of 900 hedge funds.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

Why BlackBerry Ltd. (BB) Went Down On Friday?

A research engineer surrounded by hardware, demonstrating the company’s secure container offerings.

BlackBerry Limited (NYSE:BB)

Number of Hedge Fund Holders: 15

BlackBerry Limited (NYSE:BB) provides cybersecurity, IoT, and secure communication solutions for enterprises and governments worldwide.

On February 4, BlackBerry finalized the sale of its Cylance endpoint security assets to Arctic Wolf, following an agreement made in December 2024. BlackBerry CEO John Giamatteo highlighted the deal as a significant milestone for the company, emphasizing its continued involvement as a customer, reseller, and shareholder of Arctic Wolf. With the launch of Aurora Endpoint Security, Arctic Wolf integrates Cylance’s AI-driven technology into its Aurora Platform, improving threat prevention and detection. BlackBerry’s partnership allows it to continue offering security solutions to government clients while benefiting from Arctic Wolf’s expanding cybersecurity capabilities.

Overall BB ranks 7th on our list of the AI stocks investors shouldn’t miss. While we acknowledge the potential of BB as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than BB but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

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Disclosure: None. This article was originally published at Insider Monkey.