RBC
RBC Bearings Incorporated
stock NYSE

BlackBerry jumped \*\*+3.63% to $8.28\*\* on the latest move as the market reacted to an \*\*RBC note ahead of Thursday’s results\*\* saying **fiscal Q2 revenue is likely to come in above consensus**
Key catalysts cited:
\- \*\*Revenue upside vs expectations:\*\* RBC expects revenue \*\*+14% YoY to \~$148M\*\*, at the \*\*top end of guidance ($137M–$148M)\*\* and \*\*above the \~$146M consensus\*\* (https://app.trading212.com?post=news\_A3712923).
\- \*\*Potential beats on profitability metrics:\*\* RBC said \*\*adjusted EBITDA and EPS may also top consensus\*\*, pointing to a pattern of \*\*conservative quarterly guidance\*\* (https://app.trading212.com?post=news\_A3712923).
\- \*\*Outlook reaffirmation:\*\* RBC expects BlackBerry (https://app.trading212.com?ticker=BB\_US\_EQ) to \*\*reaffirm its fiscal 2027 outlook\*\* (after it was increased last quarter) (https://app.trading212.com?post=news\_A3712923).
\- \*\*Auto/QNX angle:\*\* Despite a “mixed auto environment,” RBC highlighted that \*\*software content per vehicle is rising\*\* (https://app.trading212.com?post=news\_A3712923).
\- \*\*Analyst framing:\*\* RBC \*\*maintained Sector Perform\*\* and a \*\*$9 price target\*\* (https://app.trading212.com?post=news\_A3712923) — i.e., the catalyst was more about \*\*near-term estimate risk\*\* into earnings than a rating upgrade.
Want the same catalyst mapping for the \*\*biggest move in the last month\*\* (the +/− day with the largest % change), not just the latest one?

Is RBC Direct Investing down for anyone else?

RBC Dominion Securities analyst Paul Treiber expects BlackBerry Ltd. ( [$BB](https://x.com/search?q=$BB) [$BB.TO](https://x.com/search?q=$BB.TO) [u/blackberry](https://x.com/blackberry)
ER Thurs 24th Sept BMO
to report “healthy” second-quarter fiscal 2027 financial results on Thursday, predicting revenue and earnings may exceed the Street’s expectations based on “historical quarterly guidance conservatism.”

“Actual revenue has exceeded consensus by 7 per cent and actual adj. EPS has beaten consensus by $0.02 on average over the last 4 quarters,” he said. “We expect revenue up 14 per cent year-over-year to $148-million, at the high-end of guidance ($137-148-million) and above consensus at $146-million. Given cost discipline, adj. EBITDA and adj. EPS may slightly exceed RBC/ consensus at $28-million and $0.04.

“Mixed auto environment, though software content per vehicle is rising. Due to auto production headwinds in some regions (i.e., China), auto tech peers have reported mixed results. Even so, peers point to increasing software content per vehicle, which is positive for QNX’s continued growth. We expect Q2 QNX revenue of $75-million, slightly above consensus at $74-million and at the high-end of guidance for $70-75-million. Regarding Secure Comms, we forecast revenue to normalize to $63MM, at the high-end of guidance for $57-63-million, following the outsized Q1, with growth slowing to 5 per cent year-over-year from 24 per cent Q1. We believe BlackBerry is likely to reiterate FY27 guidance, having already raised it last quarter.”

With the results, Mr. Treiber says he’s looking forward further news on contract victories for BlackBerry’s Alloy Kore vehicle software platform, which was launched by its QNX division and software provider Vector.

“Management has previously indicated that it expects QNX to secure design wins for its Alloy Kore automotive platform this year,” he explained. “Given the materiality (3 times higher ARPU \[average revenue per user\] per vehicle, up to $100-million total contract value), we believe that BlackBerry would announce wins once they are signed. While Alloy Kore will not impact revenue until 2029 or 2030, one or more Alloy Kore wins larger than $100-million would materially lift QNX backlog ($950-million as of Q4/ FY26).

“Physical AI design wins build. QNX’s GEM (general embedded market) segment accounts for 20 per cent of QNX total revenue and management indicated GEM is growing faster than automotive. During the quarter, BlackBerry announced a partnership with Hailo, and design wins with Momenta/XHEART. High profile GEM partnerships and design wins may help raise investor sentiment regarding QNX’s physical AI momentum and long-term opportunity.”

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**Monday:**
# Snipp Interactive Introduces New ChatGPT Plugin and Claude Connector for AI-Powered Promotions and Loyalty - SPN.v
>Snipp Interactive (TSXV: SPN) launched ChatGPT Plugin and Claude connector enabling brands to surface promotions, rebates, and loyalty programs within AI-powered conversations. Also releasing industry's first MCP server for shopper marketing. Approved by OpenAI and Claude. No financial terms, implementation costs, or customer commitments disclosed. Builds on company's receipt processing and loyalty infrastructure spanning two decades. 
# California Nanotechnologies Announces Large-Scale Production Order for Adva nced Small Modular Reactor Components - CNO.v
>California Nanotechnologies (TSXV: CNO) received largest purchase order in company history from existing U.S. advanced nuclear energy customer for boron-carbide reactor control components for single small modular reactor program. Delivery expected by end of current fiscal year. Order value and quantity not disclosed. Builds on prior B4C component orders to another reactor that recently achieved criticality. 
# DATA Communications Management Corp. Announces Syndication of Previously Announced $160 Million Credit Facility and New $25 Million Acquisition Accordion - DCM.tse
>DATA Communications Management (TSX: DCM) secured sixth amended credit facility of $160 million committed credit plus $25 million uncommitted accordion for acquisitions, maturing July 8, 2029. Syndicate led by Bank of Montreal; added National Bank, RBC, Scotiabank. Same financial covenants as July 2026 credit agreement tied to Octacom acquisition. No changes to committed amounts from prior facility.


**Tuesday:**
# Knight Therapeutics Announces Regulatory Submission of GEMTESA® in Canada - GUD.tse
>Knight Therapeutics (TSX: GUD) announced its New Drug Submission for GEMTESA® (vibegron) for overactive bladder treatment accepted for review by Health Canada. Covers OAB with urge incontinence and urgency in adults, and OAB with nocturia in males on BPH therapy. Knight holds exclusive Canadian supply and distribution agreement with Sumitomo Pharma America signed June 2025. Approval timeline and financial terms not disclosed.
# Next Hydrogen Secures up to $2 Million NRCan Contribution Funding to Advance Canadian Commercial Electrolyzer Technology - NXH.v
>Next Hydrogen Solutions secured non-repayable contribution agreement from Natural Resources Canada (NRCan) for up to $2 million to develop scalable electrolyzer fabrication processes. Targeting 1.8 V/cell at 1.0 A/cm² by Q1 2027, aligned with U.S. DOE 2026 target; ultimate goal 1.7 V/cell at 1.2 A/cm² by September 2028. Innovations expected incorporated into commercial platform early 2027. Cost impact on green hydrogen production quantified at \~8% electricity consumption reduction.
# PyroGenesis Signs First Contract Toward New Titanium Powder Supply Agreement with U.S. Materials Distributor - PYR.tse
>PyroGenesis (TSX: PYR) announced first commercial contract from U.S.-based materials distributor for Ti64 fine cut titanium powder produced via NexGen™ plasma atomization process, shipping this week. Client's potential monthly requirements could reach 1,000 kg but no recurring order commitment made. Customer identity and contract value confidential. Order for laser powder bed fusion additive manufacturing serving aerospace, defense, energy sectors.
# WildBrain Media Solutions Inks Exclusive Direct Advertising Sales Partnership with Miraculous Corp, Creator of the Globally Popular Miraculous Superhero Franchise - WILD.tse
>WildBrain (TSX: WILD) secured exclusive direct ad-sales rights for Miraculous Corp's IP portfolio through its WildBrain Media Solutions arm, covering flagship Miraculous: Tales of Ladybug & Cat Noir distributed in 150+ territories. Franchise has 53M YouTube subscribers, 55B+ lifetime views, 900M monthly views (up 30% YoY). Adds to WildBrain Network of 1,000+ channels. Deal financial terms not disclosed.


**Wednesday:**
# American Lithium’s Falchani Pilot Plant Fully Commissioned and Operating - LI.v
>American Lithium (TSX-V: LI) reported Falchani Lithium Project pilot plant fully installed and operational in Peru. Latest lab testing achieved 88.7% lithium recovery, above 80% recovery rate used in February 2024 PEA. Pilot plant expected to run continuously 3+ months processing 6–10 tonnes, validating flowsheet at scale. Results will feed future feasibility work. Commercial production timeline and capital requirements not disclosed.
**Thursday:**
# Computer Modelling Group and Petrobras Renew Multi-Year Simulation Software Agreement - CMG.tse
>Computer Modelling Group (TSX: CMG) renewed and expanded five-year software licensing and support agreement with Petrobras for reservoir and production simulation software. Marks 40-year partnership. Petrobras uses CMG software across ultra-deep offshore, pre-salt fields, and enhanced oil recovery operations. Agreement value not disclosed.
**Friday**

**X**