Jan. 3 at 6:44 AM
$BB The Logical Suitors
The current market landscape in 2026 suggests three categories of potential buyers, each with a different motivation:
Qualcomm (
$QCOM) Automotive Dominance Qualcomm's "Snapdragon Ride" platform needs a safety-certified OS. By owning QNX, they could offer a vertically integrated "chip-to-code" solution to automakers.
NVIDIA (
$NVDA) AI & Robotics (GEM) As NVIDIA expands into industrial robotics and medical devices, QNXâs real-time OS (RTOS) provides the mission-critical reliability their AI chips lack.
Private Equity (Thoma Bravo / Veritas) SOTP Arbitrage A PE firm could buy the whole company at a
$5â
$6/share premium, spin off the Cybersecurity unit to a competitor (like Arctic Wolf), and keep the IoT/QNX business as a high-margin cash cow.