The S&P/TSX Composite Index breached the 30,000-point milestone on the finish of September 2025, setting the stage for a fair increased file shut to begin the fourth quarter. Market analysts consider the constructive development and bull run will proceed.
For particular person shares, Aritzia (TSX:ATZ) and BlackBerry (TSX:BB) are prime candidates for a year-end breakout. Each firms not too long ago reported robust quarterly outcomes that might set off a value surge.
A progress story
Aritzia is gaining consideration for its spectacular progress within the clothes retail business. The $9.5 billion trend retailer, contemporary off 1 / 4 of robust earnings, has established a stable footing in Canada and the U.S., notably with upscale prospects.
In Q2 fiscal 2026 (three months ending August 31, 2025), web income and web revenue rose 32% and 263% year-over-year to $812 million and $66.3 million, respectively. As of this writing, ATZ trades at $91.42 per share, marking an almost 15% leap for the reason that earnings launch on October 9. The retail inventory is up 71% year-to-date.
Jennifer Wong, CEO of Aritzia, mentioned, “Our efficiency was fueled by strong demand for our high-quality, stunning merchandise, together with an excellent response to our Fall launch, in addition to our robust stock place, strategic advertising investments and new boutique openings.”
Ms. Wong notes the distinctive power within the US, together with e-commerce. “The momentum in our enterprise, our confirmed working mannequin, and our wholesome stability sheet give us confidence in our path ahead as we capitalize on our huge alternative for progress in the USA and past,” she added.
Aritzia expects contributions from its retail growth or new boutiques and boutique repositions in Canada and the US in fiscal 2026. For the complete fiscal yr, the corporate tasks web income progress of roughly 21% to 22% or between $3.3 billion and $3.35 billion in comparison with fiscal 2025.
Earnings shock
Buyers want extra convincing to take a place in BlackBerry. Nonetheless, now is perhaps the very best time to load up, given the most recent earnings outcomes. The $3.7 billion firm, previously a smartphone maker, supplies clever software program and providers to governments and enterprises.
The tech inventory is up 17.6% year-to-date and has considerably outperformed the TSX within the final 12 months (+80.9% versus +23%). In the event you make investments at this time, the share value is $6.42. The uptick suggests constructive investor sentiment pushed by enhancing enterprise fundamentals and powerful progress prospects throughout a number of companies.
Within the three months ending August 31, 2025, income elevated 2.7% to US$129.6 million in comparison with Q2 fiscal 2025. Internet revenue reached US$13.3 million, in comparison with a US$19.7 million web loss a yr in the past. In response to John J. Giamatteo, CEO of BlackBerry, the income progress and expanded gross margins through the quarter ensured robust profitability. It was additionally a “Rule of 40” quarter for the QNX division.
Apart from QNX, previously the Web-of-Issues, BlackBerry’s two different divisions are Safe Communications and Licensing. For the complete fiscal yr, the income steering is between US$519 million and US$541 million.
Purchase indicators
Aritzia and BlackBerry are on traders’ radars following their respective quarterly outcomes. Nonetheless, the retail inventory has a clearer, instant path to a breakout as the vacation season attracts close to. BlackBerry might rise too, due to its seen long-term potential.
