Market Analysis 2026: One Sell, Two Buys - MTCH, KDP, BBSI Outlook - News and Statistics
Analysts have provided an outlook for 2026, identifying one stock to sell and two to watch. Match Group (MTCH) is highlighted as a sell due to declining paying users and weakening key performance indicators. Keurig Dr Pepper (KDP) and Barrett Business Services (BBSI) are recommended for a positive watch, citing consistent growth, increasing market share, and improved operating profits.
BBSI PE Ratio & Valuation, Is BBSI Overvalued
Barrett Business Services Inc (BBSI) is currently considered undervalued, with its forward PE ratio of 16.00 being lower than its five-year average of 16.01. Its fair price is estimated to be between $30.08 and $38.82, making the current price of $29.58 undervalued by 1.66%. While BBSI's P/S ratio is significantly higher than its competitors, the company exhibits robust revenue growth, but this premium may be unsustainable.
2 Reasons to Watch BBSI and 1 to Stay Cautious
BBSI stock has dropped 34.3% since October 2025, leading investors to question its future. The company, a professional employer organization, shows strong long-term revenue growth and increasing free cash flow margin, indicating positive operational trends. However, a significant decline in its return on invested capital (ROIC) suggests that recent investments haven't yet yielded expected returns, warranting caution despite its current low valuation.
Tax Court ruling leads Barrett (NASDAQ: BBSI) to book charges
Barrett Business Services, Inc. (NASDAQ: BBSI) expects to record approximately $8.6 million in additional tax expense and $3.4 million in related interest in the first quarter of 2026 due to a U.S. Tax Court ruling against its claims for wage-based tax credits for tax years 2017-2022. The company does not plan to record penalties and is evaluating appeal options, stating that the ruling will not affect its current operations or client services. This financial impact is described as a one-time charge rather than an ongoing cost.
Barrett Business Services to record $12M tax and interest charge after Tax Court loss
Barrett Business Services (BBSI) will incur a $12 million charge following a U.S. Tax Court ruling against its wage-based tax credit claims for 2017–2020. This includes $8.6 million in additional tax expense and $3.4 million in related interest, which the company expects to record in Q1 2026. BBSI is evaluating appeals but does not anticipate the ruling will affect its operations or client services.
Barrett Business Services to record $12 million charge after tax court ruling
Barrett Business Services Inc. (NASDAQ:BBSI) announced it expects to record an approximate $12 million charge in the first fiscal quarter of 2026, comprising $8.6 million in additional tax expense and $3.4 million in interest, following a U.S. Tax Court ruling in favor of the IRS regarding wage-based tax credits. The dispute concerns tax years 2017 through 2020, as well as potential exposure for 2021 and 2022. The company, which stated it will not record penalties and is evaluating legal options, does not anticipate the ruling impacting its current operations.
Assessing WOTC and EZEC Eligibility for Professional Employer Organizations: A Review of Barrett Business Services, Inc. v. Commissioner
This article reviews the case of "Barrett Business Services, Inc. v. Commissioner," where the Tax Court ruled on the eligibility of Professional Employer Organizations (PEOs) for the Work Opportunity Tax Credit (WOTC) and the Empowerment Zone Employment Credit (EZEC). The court determined that only common law employers, not statutory employers or agents, are entitled to these income tax credits. Barrett Business Services, a PEO, was denied these credits because it did not supervise the day-to-day activities of worksite employees, failing to meet the common law employer definition.
Discipline and Rules-Based Execution in BBSI Response
This article provides an analysis of Barrett Business Services Inc. (NASDAQ: BBSI) by Stock Traders Daily's Quantitative Research Desk. It highlights a positive near-term sentiment that may shift, broader weak alignment, and a mid-channel oscillation pattern. The analysis identifies an exceptional 69.3:1 risk-reward setup targeting a 19.6% gain versus a 0.3% risk and outlines three distinct AI-generated trading strategies.
Barrett Business Services (BBSI) price target decreased by 17.16% to 43.10
This article reports a significant decrease in the price target for Barrett Business Services (BBSI) by 17.16%, bringing it down to $43.10. Further details regarding the reasons for this adjustment and the analysts involved are not provided in the current content.
Insider Buying: Mark Finn Acquires Shares of Barrett Business Se
Mark Finn, a Director at Barrett Business Services Inc (BBSI), recently purchased 1,000 shares, bringing his total ownership to 19,943 shares. This transaction follows a trend of insider buying at BBSI, with 11 buys and 10 sells over the past year. The stock is currently trading at $29.40, and with a GF Value of $39.04, it is considered modestly undervalued.
Vanguard (NYSE: BBSI) amends 13G, reports 0 shares after internal realignment
Vanguard Group filed an amended Schedule 13G for Barrett Business Services Inc. (BBSI), reporting 0 shares and 0% beneficial ownership. This change is due to an internal realignment on January 12, 2026, wherein certain Vanguard subsidiaries now report their holdings separately, consistent with SEC disaggregation guidance. The amendment is a reporting adjustment rather than an economic sale of BBSI shares.
Implied Volatility Surging for Barrett Business Stock Options
This article focuses on Barrett Business Services (BBSI) and how its stock options are showing increased implied volatility. This surge suggests that option traders are anticipating a significant price movement in BBSI's stock in the near future. The information is particularly relevant for investors who utilize options in their trading strategies.
[Form 4] BARRETT BUSINESS SERVICES INC Insider Trading Activity
BARRETT BUSINESS SERVICES INC Director Mark Steven Finn reported an open-market purchase of 1,000 shares of common stock at an average price of $29.3965 per share on March 26, 2026. Following this transaction, Finn directly owns a total of 19,943 shares of the company’s stock. The Form 4 filing indicates a neutral impact with positive sentiment regarding this insider trading activity.
Implied Volatility Surging for Barrett Business Stock Options
This article mentions that the implied volatility for Barrett Business stock options is currently surging. It suggests that investors interested in options contracts use implied volatility as a key metric. However, the provided content is extremely brief and does not offer any further details or analysis.
Finn Mark Steven buys $27,902 in Barrett Business Services (BBSI) By Investing.com
Finn Mark Steven, a director at Barrett Business Services Inc. (NASDAQ:BBSI), purchased 1,000 shares for a total of $27,902 over two transactions, increasing his direct ownership to 18,943 shares. This purchase occurred as BBSI stock trades near its 52-week low, which InvestingPro analysis suggests is undervalued. The company recently reported Q4 2025 earnings with a modest increase in EPS and revenue, though both fell short of market expectations.
BBSI Stock Price, Quote & Chart | BARRETT BUSINESS SVCS INC (NASDAQ:BBSI)
This article provides a detailed overview of BARRETT BUSINESS SVCS INC (BBSI) stock, covering its current price, performance over various periods, key statistics, and technical and fundamental analysis ratings from ChartMill. It also includes information on earnings, analyst forecasts, financial highlights, ownership structure, and a company profile outlining its business management solutions for small and mid-sized companies.
Finn Mark Steven buys $27,902 in Barrett Business Services (BBSI)
Director Finn Mark Steven of Barrett Business Services Inc (BBSI) recently purchased 1,000 shares of common stock across two transactions totaling $27,902. These purchases occurred on March 19 and March 20, 2026, as BBSI stock trades near its 52-week low. The company also recently reported its Q4 2025 earnings, which showed a modest increase in EPS and revenue, though both fell short of market expectations.
Finn Mark Steven buys $27,902 in Barrett Business Services (BBSI)
Director Finn Mark Steven of Barrett Business Services Inc (BBSI) recently purchased 1,000 shares for a total of $27,902 over two days. These transactions occurred while BBSI stock was trading near its 52-week low. The company also reported Q4 2025 earnings with a modest increase in EPS and revenue, though both fell short of market expectations.
Barrett Business Services (BBSI) director adds 1,000 shares in open-market buys
Barrett Business Services (BBSI) director Mark Steven Finn purchased 1,000 shares of company common stock in two open-market transactions on March 19 and 20, 2026. The shares were bought at prices of $27.9250 and $27.8800 respectively. Following these purchases, Finn directly owns 18,943 shares of BBSI.
BBSI (BBSI) EVP James Potts sells 1,803 shares in pre-set 10b5-1 trade
James R. Potts, EVP, General Counsel & Secretary of BARRETT BUSINESS SERVICES INC (BBSI), sold 1,803 shares of common stock at $28.68 per share. This transaction was conducted under a Rule 10b5-1 trading plan adopted on December 15, 2025, meaning it was pre-scheduled. Following the sale, Potts still directly owns 33,837 shares of BBSI.
Barrett Business Services (NASDAQ:BBSI) EVP Sells $51,710.04 in Stock
James Potts, EVP of Barrett Business Services (NASDAQ:BBSI), sold 1,803 shares of company stock for $51,710.04, reducing his stake by 5.06%. The company reported quarterly EPS of $0.64, with revenue up 5.3% year-over-year, and analysts forecast approximately $2 EPS for the current fiscal year. BBSI also announced a quarterly dividend of $0.08, yielding 1.1%, and has a consensus "Moderate Buy" rating from analysts with an average price target of $41.50.
Potts James R, Barrett Business Services EVP, sells $51,710 in BBSI
James R. Potts, EVP at Barrett Business Services Inc (BBSI), sold 1,803 shares of common stock for $51,710 on March 17, 2026, under a Rule 10b5-1 trading plan. Following the transaction, Potts directly owns 33,837 shares. This sale occurred while BBSI stock has decreased by 22% year-to-date, though analysis suggests it may be undervalued.
Insider Sale: EVP Gen Counsel & Secretary of $BBSI Sells 1,803 Shares
James R Potts, EVP Gen Counsel & Secretary of BBSI, sold 1,803 shares of BBSI stock for an estimated $51,710 on March 17, 2026. This sale represents approximately 5.1% of his holdings in that class of stock, leaving him with 33,837 shares. The article also provides an overview of recent insider trading activity, institutional holdings, revenue data, and analyst ratings for BBSI.
Why Barrett (BBSI) Stock Is Trading Up Today
Shares of Barrett Business Services (BBSI) jumped 4.5% after CEO Gary Kramer significantly increased his stake in the company by purchasing 8,370 shares for approximately $225,000. This move is seen by investors as a strong vote of confidence in the company's future performance, driving the stock up despite recent geopolitical tensions that caused a slight dip. The stock is currently trading 41.9% below its 52-week high, but has shown a 62.7% return over the past five years for those who invested early.
[144] BARRETT BUSINESS SERVICES INC SEC Filing
This article details a Form 144 SEC filing by Barrett Business Services Inc. (BBSI) regarding a proposed sale of securities. The filing specifies 1803 shares of common stock to be sold by an unnamed individual, acquired via Performance Stock Units on February 28, 2026, with an aggregate market value of $49,852.95. The sale is planned for March 17, 2026, through Morgan Stanley Smith Barney LLC on NASDAQ.
Smart Money Move: Gary Kramer Grabs $225K Worth Of Barrett Business Services Stock
Gary Kramer, President & CEO of Barrett Business Services (NASDAQ: BBSI), recently purchased 8,370 shares of the company's stock for $225,067. This insider transaction signals Kramer's positive outlook on the company's future stock performance. Barrett Business Services has shown revenue growth of 5.35% over the past three months and exhibits attractive valuation metrics despite some challenges in profitability and market capitalization compared to industry averages.
BBSI CEO Gary Kramer buys 8,370 shares in open-market trade (BBSI)
BARRETT BUSINESS SERVICES INC (BBSI) President & CEO Gary Kramer purchased 8,370 shares of common stock in an open-market trade on March 13, 2026. The shares were bought at a weighted average price of $26.8898 per share, with transactions occurring between $26.83 and $26.92. Following this acquisition, Kramer directly owns 328,801 BBSI common shares.
Gary Kramer, president & CEO of BBSI, buys $225k in shares
Gary Kramer, President and CEO of Barrett Business Services (NASDAQ:BBSI), recently acquired 8,370 shares for $225,067. This purchase occurred as the stock trades nearly 40% down over the last six months, despite management's aggressive share buybacks. The company also recently reported Q4 2025 earnings which showed a modest increase in EPS and revenue, though both fell slightly short of market forecasts.
Behavioral Patterns of BBSI and Institutional Flows
This article from Stock Traders Daily analyzes Barrett Business Services Inc. (NASDAQ: BBSI), highlighting weak sentiment across all time horizons and supporting a short bias. It details three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis emphasizes a strong risk-reward setup, targeting a 19.2% gain against a 0.3% risk.
Gary Kramer Purchases 8,370 Shares of Barrett Business Services (NASDAQ:BBSI) Stock
Barrett Business Services (NASDAQ:BBSI) CEO Gary Kramer recently purchased 8,370 shares of the company's stock for $225,069.30, increasing his total holdings to 328,801 shares. The company reported Q1 EPS of $0.64, matching estimates, with revenue up 5.3% year-over-year, and declared a quarterly dividend of $0.08. Analysts currently have a consensus "Moderate Buy" rating for BBSI with an average target price of $41.50.
Gary Kramer, president & CEO of BBSI, buys $225k in shares By Investing.com
Gary Kramer, President and CEO of Barrett Business Services (NASDAQ:BBSI), recently acquired 8,370 shares for approximately $225,067. This purchase occurred while the stock was trading around $27.65, significantly below its InvestingPro Fair Value of $34.01, despite a 40% drop over the last six months. The company also reported a slight increase in Q4 2025 EPS and revenue, though both missed market forecasts.
Gary Kramer, president & CEO of BBSI, buys $225k in shares
Gary Kramer, President and CEO of Barrett Business Services (NASDAQ:BBSI), recently acquired 8,370 shares for approximately $225,067. This purchase comes as BBSI's stock has declined by about 40% over the last six months, despite InvestingPro suggesting the company is undervalued. The company also recently reported a modest increase in Q4 2025 EPS and revenue, though both missed market forecasts.
Insider Purchase: President & CEO of $BBSI Buys 8,370 Shares
The President & CEO of BBSI, Gary Kramer, purchased 8,370 shares of the company stock for an estimated $225,067, increasing his holdings by approximately 2.6%. This transaction is part of a broader insider trading pattern at BBSI, which has seen 5 insider purchases and 2 sales in the last six months. The article also details recent hedge fund activity, quarterly revenue growth, and current analyst ratings and price targets for BBSI stock.
Gary Kramer, president & CEO of BBSI, buys $225k in shares
Gary Kramer, President and CEO of Barrett Business Services (NASDAQ:BBSI), recently purchased 8,370 shares for a total of $225,067. This transaction increased his direct ownership to 328,801 shares, despite the stock being down 40% over the last six months, with InvestingPro suggesting it is undervalued. The company also reported Q4 2025 earnings with slight increases in EPS and revenue, though both missed forecasts.
Barrett Business Services (NasdaqGS:BBSI) Stock Price
Barrett Business Services (BBSI) stock is currently trading at US$27.94, significantly below its fair value of US$42.25, indicating it is 33.9% undervalued. The company, which provides HR outsourcing and business management solutions, has seen its stock price drop by 32.80% in the past seven days. Analysts expect future upside to rely on worksite employee expansion, with revenue projected to grow at 5.2% annually.
BBSI (Barrett Business Services) NonCurrent Deferred Revenue : $0 Mil (As of Dec. 2025)
This article reports that Barrett Business Services (BBSI) had a NonCurrent Deferred Revenue of $0 million as of December 2025. GuruFocus rates BBSI with a GF Score of 83/100 and considers it significantly undervalued with a GF Value of $38.98 compared to its price of $27.48. Non-Current Deferred Revenue is defined as the portion of deferred revenue not expected to be recognized within the next twelve months.
Fresh List of Top Strong Sell Stocks for March 11th
This article identifies three stocks, Alkermes (ALKS), Barrett Business Services (BBSI), and CBIZ (CBZ), recently downgraded to Zacks Rank #5 (Strong Sell) due to significant downward revisions in their earnings estimates. It also highlights quantum computing as a major emerging investment opportunity, with Kevin Cook identifying seven stocks positioned to benefit from this technology. The article suggests investors consider quantum computing as the "next major breakthrough" after NVIDIA's success.
Fresh List of Top Strong Sell Stocks for March 11
This article identifies three stocks — Alkermes plc (ALKS), Barrett Business Services, Inc. (BBSI), and CBIZ, Inc. (CBZ) — recently downgraded to Zacks Rank #5 (Strong Sell) due to significant drops in their earnings estimates. It also highlights quantum computing as a major emerging investment opportunity, with Senior Stock Strategist Kevin Cook identifying seven potential leading stocks in the field. Cook, who previously recognized NVIDIA's potential, believes quantum computing could offer investors a new breakthrough opportunity.
Barrett Business Services, Inc. $BBSI Stock Position Lessened by JPMorgan Chase & Co.
JPMorgan Chase & Co. has significantly reduced its stake in Barrett Business Services, Inc. (BBSI) by 30.8% in the third quarter, selling 92,040 shares but still retaining a substantial holding valued at over $9 million. Despite this reduction, other institutional investors like Thrivent Financial and Bessemer Group have increased their positions or initiated new ones, collectively bringing institutional ownership to 86.76%. BBSI is currently trading around $28.97, has declared a quarterly dividend, and holds a "Moderate Buy" consensus rating from analysts with an average price target of $41.50.
Trigran Investments Inc. Increases Stock Position in Barrett Business Services, Inc. $BBSI
Trigran Investments Inc. significantly increased its stake in Barrett Business Services, Inc. (NASDAQ:BBSI) by 121.3% in the third quarter, now owning 399,686 shares valued at $17.7 million, making BBSI its 13th largest holding. This increase comes as institutional investors collectively own about 86.8% of the company. Barrett Business Services recently reported Q3 earnings of $0.64 EPS, in line with estimates, and a revenue increase of 5.3% year-over-year, alongside announcing a quarterly dividend of $0.08.
BBSI Earning Date, Earning Analysis and Earning Prediction
This article provides an earnings analysis and prediction for BBSI, detailing past quarterly results and future forecasts. It highlights analyst estimates for 2026/Q1, investor takeaways from recent stock price movements, and historical stock reactions to previous earnings reports. The Q4 2025 earnings call summary suggests a mixed outlook with strong client retention balanced against declining staffing revenues.
Winners And Losers Of Q4: Barrett (NASDAQ:BBSI) Vs The Rest Of The Professional Staffing & HR Solutions Stocks
This article analyzes the Q4 performance of professional staffing and HR solutions stocks, focusing on Barrett (NASDAQ:BBSI) in contrast to its peers. While the sector faced mixed results and a general share price decline, First Advantage (NASDAQ:FA) delivered the strongest Q4 with significant revenue growth, whereas Insperity (NYSE:NSP) showed the weakest performance. Barrett itself saw revenues fall slightly short of expectations, leading to an 11.2% stock decline post-reporting.
Barrett Business Services director Finn buys $55k in shares By Investing.com
Director Finn Mark Steven of Barrett Business Services Inc (NASDAQ:BBSI) recently purchased 2,000 shares for a total of $55,315, despite the stock declining nearly 10% in the past week and trading 44% below its 52-week high. These purchases bring his direct ownership to 17,943 shares. The company also reported Q4 2025 earnings with slight EPS and revenue growth, though both fell short of market forecasts.
Barrett Business Services (BBSI) director buys 2,000 company shares
Mark Steven Finn, a director at Barrett Business Services Inc. (BBSI), purchased a total of 2,000 shares of the company's common stock through two open-market transactions on March 2 and March 3, 2026. Each purchase involved 1,000 shares at prices of $27.72 and $27.595, respectively. Following these transactions, Finn directly owns 17,943 shares of BBSI common stock.
Barrett Business Services, Inc. (NASDAQ:BBSI) Receives Consensus Rating of "Moderate Buy" from Brokerages
Barrett Business Services, Inc. (NASDAQ:BBSI) has received a consensus "Moderate Buy" rating from five brokerages, with an average 12-month price target of $41.50. The company recently reported Q4 EPS of $0.64, matching estimates, and declared a quarterly dividend of $0.08. Institutional investors hold approximately 86.8% of the shares, having increased their positions.
Barrett Business (BBSI) EVP gets stock award, withholds shares for tax
Barrett Business Services Inc. (BBSI) executive, James R. Potts, EVP, General Counsel & Secretary, acquired 6,350 shares of common stock through a vested performance share grant on February 23, 2026. On the same day, 2,745 shares were disposed of to cover tax withholding obligations at $30.92 per share. Following these transactions, Potts directly owned 35,640 shares of BBSI common stock.
Barrett Business Services Q4 2025 Earnings Report & Stock Performance - News and Statistics
Barrett Business Services Inc. reported its Q4 2025 earnings, with net income meeting Wall Street's expectations at 64 cents per share. However, the company's adjusted revenue of $2.4 billion missed forecasts, which had anticipated $2.42 billion. For the full year, Barrett Business Services reported a profit of $54.4 million on revenue of $9.04 billion, with its share price declining by 13% since the start of the year and 22% over the last 12 months.
BBSI returns over $50M to shareholders as 2025 profit rises 3%
Barrett Business Services (BBSI) reported strong financial results for Q4 and full-year 2025, with full-year revenues up 8% to $1.24 billion and net income rising 3% to $54.4 million. The company returned over $50 million to shareholders through stock repurchases and dividends, ending 2025 debt-free with $157.2 million in cash and investments. Despite a slight miss on Q4 revenue expectations, BBSI provided a positive outlook for 2026, forecasting continued growth in gross billings and worksite employees.
Barrington Research Cuts Barrett Business Services (NASDAQ:BBSI) Price Target to $41.00
Barrington Research has lowered its price target for Barrett Business Services (NASDAQ:BBSI) shares from $46.00 to $41.00, while maintaining an "outperform" rating. This adjustment comes after mixed Q4 results, where EPS matched expectations but the stock saw a significant plunge following the news. The consensus analyst rating for BBSI remains a "Buy" with an average price target of $41.50, despite rising short interest and a negative market reaction.
BARRETT BUSINESS SVCS ($BBSI) Releases Q4 2025 Earnings
BARRETT BUSINESS SVCS ($BBSI) released its Q4 2025 earnings, reporting $0.64 per share, missing estimates, while revenue of $2,397,140,000 beat expectations. The stock saw a -7.85% change since market close following the announcement. The report also detailed recent insider trading activities, hedge fund movements, and analyst ratings for BBSI.
