Gamco Investors INC. ET AL Sells 15,850 Shares of Blue Bird Corporation $BLBD
Gamco Investors INC. ET AL significantly reduced its stake in Blue Bird Corporation by selling 15,850 shares in the fourth quarter, retaining 72,900 shares valued at approximately $3.43 million. This comes as Blue Bird reported stronger-than-expected earnings, yet faces mixed analyst ratings, including some price target increases alongside a downgrade to "Strong Sell" by Zacks Research. Additionally, an insider, COO Jeffrey Scott Sanfrey, also sold a portion of his holdings, decreasing his ownership by over 11%.
Insider Buying: Daniel Thau Acquires Shares of Blue Bird Corp (B
Daniel Thau, a Director at Blue Bird Corp (BLBD), recently purchased 300 shares, increasing his total holdings to 8,696 shares. While Thau has consistently bought shares, overall insider transactions for BLBD show more sells than buys over the past year. The stock is currently trading at $65.09, which is significantly overvalued based on its GF Value of $48.85.
Insider Buying: Daniel Thau Acquires Shares of Blue Bird Corp (BLBD)
Daniel Thau, a Director at Blue Bird Corp (BLBD), recently purchased 300 shares, increasing his total ownership to 8,696 shares. This transaction is part of a trend where Thau has acquired 1,100 shares over the past year, while the company has seen more insider selling than buying overall. Despite the insider purchase, the stock is considered significantly overvalued based on its GF Value, with a price-to-GF-Value ratio of 1.33.
Blue Bird Corp (BLBD) director adds 300 shares in open-market purchase at $65.09
Blue Bird Corp director Daniel Mark Thau purchased 300 shares of the company's common stock in an open-market transaction on May 19, 2026, at a weighted average price of $65.09 per share. Following this purchase, Thau directly owns 8,696 shares of BLBD. The transaction details were disclosed in a Form 4 SEC filing, indicating trades occurred within a price range of $65.05 to $65.11.
Blue Bird director Daniel Thau buys $19,527 of BLBD stock
Blue Bird Corp director Daniel Thau purchased 300 shares of BLBD stock for $19,527 on May 19, 2026, increasing his direct holdings to 8,696 shares. This insider purchase follows the stock's 58% return over the past year and impressive Q2 2026 financial results, which led Needham to raise its price target to $86.
A Look at Blue Bird Corp (BLBD) After 11.1% Decline -- GF Value $48.81 vs Price $64.68
Blue Bird Corp (BLBD) shares recently dropped 11.1% to $64.68, placing it significantly above its GF Value™ of $48.81, indicating the stock is overvalued. Despite a strong GF Score™ of 81/100, driven by robust financial strength and momentum, its valuation score is low, and insiders have been selling shares. Investors are advised to exercise caution due to the overvaluation and insider selling.
Blue Bird Drops 10% on Pension Charge Update
Blue Bird's shares declined by nearly 10% following an SEC filing indicating a significant non-cash pension settlement charge in its fiscal third quarter. This drop occurred despite the company recently raising its fiscal 2026 guidance and analysts increasing price targets. The charge is related to a deal with Pacific Life to transfer approximately $94 million in pension liabilities for 2,044 participants.
Blue Bird (BLBD) Sees Significant Decline, Down 10.4%
Blue Bird Corp (BLBD) experienced a 10.4% stock price decline on May 19, 2026, leading to investor caution. Despite a strong GF Score™ of 81/100 and robust financial metrics, the company is classified as significantly overvalued. This downturn is further compounded by $0.5 million in insider selling over the past three months with no reported insider purchases.
Blue Bird (BLBD) transfers ~$94M in pension liabilities to Pacific Life
Blue Bird Corporation is terminating a frozen defined benefit pension plan, transferring approximately $94 million in remaining liabilities to Pacific Life through group annuity contracts. This follows $13 million in lump-sum payouts in April 2026, with the transactions funded entirely by existing plan assets. The company expects to record a material non-cash pension settlement charge in its third fiscal quarter ending June 27, 2026, and the plan is set to terminate after all obligations are transferred.
Blue Bird Corporation $BLBD Shares Acquired by Vanguard Group Inc.
Vanguard Group Inc. increased its stake in Blue Bird Corporation by 7.1% in the fourth quarter, acquiring an additional 135,562 shares to reach a total holding of 2.04 million shares, representing about 6.46% of the company. Blue Bird recently reported strong quarterly earnings, beating analyst estimates with $1.00 EPS and $352.64 million in revenue. Despite some recent rating downgrades, analysts maintain a "Moderate Buy" consensus rating with an average target price of $75.80 for the stock.
Blue Bird (NASDAQ:BLBD) Cut to "Strong Sell" at Zacks Research
Zacks Research downgraded Blue Bird (NASDAQ:BLBD) from a "hold" to a "strong sell" rating, despite other analysts maintaining a "Moderate Buy" consensus with a $75.80 target price. The company recently reported strong quarterly earnings, beating estimates with $1.00 EPS and $352.64 million in revenue, though revenue declined 1.7% year-over-year. The stock fell 1.5%, and insider selling by the CFO and COO was also noted.
Blue Bird (NASDAQ:BLBD) Stock Rating Lowered by Freedom Capital
Freedom Capital has downgraded Blue Bird (NASDAQ:BLBD) from a "strong-buy" to a "hold" rating, despite the company exceeding fiscal Q2 earnings and revenue expectations. Other analysts remain positive, with several increasing price targets, and the consensus rating for the stock is a "Moderate Buy" with a target price of $75.80. Recent insider stock sales by the CFO and COO were also reported, alongside significant institutional investments.
Blue Bird Corporation (NASDAQ:BLBD) Receives Consensus Rating of "Moderate Buy" from Brokerages
Blue Bird Corporation (NASDAQ:BLBD) has received a consensus "Moderate Buy" rating from seven brokerages, with an average 12-month price target of $75.80. This positive sentiment is fueled by an earnings beat in Q2, with EPS of $1.00 against an $0.88 estimate and revenues of $352.6 million against $335.2 million, leading to an 8.9% stock rally. Despite some insider selling and margin pressure, updated revenue guidance for FY-2026 to $1.8 billion and improved operating cash flow contribute to investor confidence.
BLBD Maintained by Needham -- Price Target Raised to $86.00
Needham has maintained a 'Buy' rating for Blue Bird Corp (BLBD) and raised its price target to $86.00, reflecting confidence in the company's growth despite its current overvaluation according to GuruFocus. BLBD is a prominent school bus manufacturer with a GF Score™ of 83/100, indicating strong financial health and profitability, but its stock is trading at a significant premium to its intrinsic value. Insider activity shows more sales than purchases, suggesting potential caution among insiders regarding the stock's current valuation.
Blue Bird Reports Fiscal 2026 Second Quarter Results
Blue Bird Corporation announced robust financial results for fiscal 2026's second quarter, with President & CEO John Wyskiel highlighting record Adjusted EBITDA and continued leadership in alternative-powered buses. The company also raised its full-year Adjusted EBITDA guidance to $245 million, partly due to the timely acquisition of Micro Bird, which expands its market reach. Despite a slight decrease in net sales due to fewer production days, net income and Adjusted EBITDA increased, demonstrating strong operational performance and strategic growth.
Blue Bird (NasdaqGM:BLBD) Stock Forecast & Analyst Predictions
Blue Bird Corporation is projected to grow earnings and revenue by approximately 14.9% and 14.4% per annum, respectively, with low analyst coverage. Recent updates highlight the company reaffirming its earnings guidance for fiscal years 2025 and 2026, alongside analysis focusing on increased price targets, strong Q1 FY2026 results, and strategic leadership appointments. Analysts are increasingly bullish, citing robust backlogs, higher margins, and the company's strong position in the electric and alternative-fuel bus market.
Blue Bird Corporation (NASDAQ:BLBD) Q2 2026 Earnings Call Transcript
Blue Bird Corporation exceeded Q2 2026 earnings expectations, reporting an EPS of $1 against an anticipated $0.877 due to strong sales and adjusted EBITDA. The company also announced the reconfirmation of an $80 million DOE MES contract for a new nearly 1-million-square-foot Type C bus manufacturing plant and the full acquisition of its MicroBird 50/50 joint venture, both aimed at profitable growth and market expansion. Blue Bird updated its fiscal 2026 guidance, projecting an increase in consolidated total revenue to $1.725 billion - $1.775 billion and adjusted EBITDA to $235 million - $255 million.
Needham & Company LLC Raises Blue Bird (NASDAQ:BLBD) Price Target to $86.00
Needham & Company LLC has increased its price target for Blue Bird (NASDAQ:BLBD) to $86.00 from $78.00, maintaining a "buy" rating, indicating a potential 32.23% upside. This adjustment follows Blue Bird's strong quarterly earnings, which surpassed analyst expectations with EPS of $1.00 and revenue of $333.1M. Despite recent insider stock sales, institutional ownership remains high at approximately 93.6%.
Blue Bird (NASDAQ:BLBD) Issues Quarterly Earnings Results
Blue Bird (NASDAQ:BLBD) reported strong Q2 earnings, beating analyst estimates with $1.00 EPS and $352.64 million in revenue, driven by record Adjusted EBITDA and free cash flow. The company expanded its market by acquiring the remaining 50% of Micro Bird JV and securing an $80 million DOE grant for a new plant, leading to increased full-year guidance and a raised EV target. Shares responded positively, trading up $1.65 to $65.04.
Blue Bird surges 18% on earnings beat, raised guidance
Blue Bird Corporation (NASDAQ:BLBD) saw its shares surge 18.1% in after-hours trading after reporting second-quarter results that exceeded analyst expectations. The company posted adjusted earnings per share of $1.00 and revenue of $352.6 million, both beating consensus estimates. Blue Bird also raised its fiscal 2026 revenue guidance to approximately $1.75 billion and adjusted EBITDA guidance to $245 million, driven by strong first-half performance and a recent acquisition.
Blue Bird (NASDAQ: BLBD) grows profit, closes $201.8M Micro Bird deal
Blue Bird Corporation reported improved profitability and cash flow in Q2 fiscal 2026, with net income rising to $29.3 million despite a slight dip in net sales. The company also completed the acquisition of the remaining 50% of Micro Bird for $201.8 million and is progressing in terminating its defined benefit pension plan. These strategic moves are expected to influence future financial reporting, with Micro Bird's financials being fully consolidated and a significant pension-related loss to be recognized in Q3 2026.
Blue Bird (NASDAQ: BLBD) lifts 2026 guidance on record Q2 profitability
Blue Bird Corporation reported strong fiscal Q2 2026 results with record Adjusted EBITDA of $50.8 million, despite a slight decrease in net sales. The company raised its full-year 2026 guidance to approximately $1.75 billion in net revenue and $245 million in Adjusted EBITDA, and set a long-term outlook of over $2.5 billion in revenue and 15%+ Adjusted EBITDA margin. This positive outlook is driven by improved profitability, strategic pricing, and the integration of the Micro Bird acquisition, along with continued leadership in alternative-fuel buses.
Blue Bird: Fiscal Q2 Earnings Snapshot
Blue Bird Corp. (BLBD) reported a fiscal second-quarter profit of $29.3 million, or 90 cents per share, with adjusted earnings of $1 per share. The school bus manufacturer also reported revenue of $352.6 million for the period. Blue Bird's shares have seen a 39% increase since the beginning of the year and a 71% rise over the last 12 months.
Blue Bird’s (NASDAQ:BLBD) Q1 CY2026: Strong Sales, Stock Jumps 22.9%
Blue Bird (NASDAQ:BLBD) reported strong Q1 CY2026 results, with revenue beating analyst estimates despite a slight year-on-year decline, and adjusted EPS significantly exceeding expectations. The company also raised its full-year revenue and EBITDA guidance, leading to a 22.9% jump in its stock price. This positive performance was attributed to improved operating margins and the ability to implement price increases.
Blue Bird: Fiscal Q2 Earnings Snapshot
Blue Bird Corp. (BLBD) announced a fiscal second-quarter profit of $29.3 million, or 90 cents per share, adjusted to $1 per share. The school bus manufacturer reported revenue of $352.6 million for the period. Blue Bird's shares have seen a significant increase of 39% since the start of the year and 71% over the last 12 months.
FMR LLC holds 2.54M shares of Blue Bird Corp (NYSE: BLBD) in 13G/A
FMR LLC has filed an Amendment No. 5 to a Schedule 13G/A, reporting a beneficial ownership of 2,541,382.50 shares of Blue Bird Corp (NYSE: BLBD) common stock, which represents an 8.0% stake as of March 31, 2026. The filing indicates a passive investment position rather than an activist one, with sole dispositive power noted for FMR LLC. Richard Bourgelas signed the amendment under a Power of Attorney on behalf of both FMR LLC and Abigail P. Johnson.
Blue Bird Tightens Micro Bird Control And Boardroom For Long Term Story
Blue Bird (NasdaqGM:BLBD) has appointed Steve Girardin to its board of directors following the acquisition of full ownership of the Micro Bird joint venture. This move is seen as a strategic tightening of control and board-level oversight, aiming to align day-to-day operations with long-term goals in the school bus market. Investors are advised to watch how governance, related party arrangements, and capital allocation evolve, as these factors can influence the company's future performance and risk profile.
Girardin family deals and board role detailed by Blue Bird (NASDAQ: BLBD)
Blue Bird Corporation filed an amended 8-K report clarifying the appointment of Steve Girardin to its board and detailing significant related-party transactions with Girardin family-owned businesses. These transactions include substantial revenues generated for Blue Bird by Superbird Capital Inc., payments to Superbird for services, and rent paid to Valiant Real Estate entities by Micro Bird, all stemming from the acquisition of the remaining 50% interest in the Micro Bird joint venture. The filing assures that these dealer and lease arrangements are arms-length, commercially reasonable, and approved by Blue Bird’s audit committee.
Vanguard reports 1.62M shares (5.14%) of Blue Bird | BLBD SEC Filing - Form SCHEDULE 13G
Vanguard Capital Management has reported beneficial ownership of 1,624,951 shares of Blue Bird Corp (BLBD) Common Stock, representing 5.14% of the class as of March 31, 2026. The Schedule 13G filing indicates Vanguard has sole dispositive power over all these shares and sole voting power for 234,344 shares. These holdings include shares held for various Vanguard funds and managed accounts.
Blue Bird Corp. Hits New 52-Week High of $66.05, Showcasing Strong Performance
Blue Bird Corp. (NASDAQ: BLBD) has reached a new 52-week high of $66.05, reflecting strong performance with a return on equity of 47.81% and a return on capital employed of 43.31%. The automobile industry small-cap company has a market capitalization of $1,797 million and demonstrates solid financial health, including an operating cash flow of $186.39 million and a debt-equity ratio of -0.56. While its one-year return trails the S&P 500, the company shows robust long-term fundamentals.
Blue Bird (NASDAQ:BLBD) Sets New 52-Week High - Still a Buy?
Blue Bird (NASDAQ:BLBD) recently achieved a new 52-week high of $66.13, closing at $65.62, with a market capitalization of $2.03 billion. Analysts generally maintain a "Moderate Buy" rating for the stock, forecasting an average price target of $67.20, with some firms raising their targets significantly. The company reported strong quarterly earnings, beating analyst expectations for both EPS and revenue, demonstrating robust profitability metrics.
Blue Bird Corp stock hits all-time high at 65.48 USD
Blue Bird Corp (BLBD) stock has reached a new all-time high of $65.48, reflecting an 82.61% increase over the past year and a 38% year-to-date return. The company's strong performance is supported by an attractive P/E ratio of 16.38 and a PEG ratio of 0.68, suggesting it may be undervalued. Recent strategic moves include the acquisition of Girardin Group’s stake in the Micro Bird joint venture and the appointment of a new senior VP of engineering.
Blue Bird to Report Fiscal 2026 Second Quarter Results on May 6, 2026
Blue Bird Corporation (Nasdaq: BLBD) announced it will release its fiscal 2026 second quarter results on May 6, 2026. The company will host an audio webcast at 4:30 PM ET on the same day, featuring President and CEO John Wyskiel and CFO Razvan Radulescu to discuss the results. Interested parties can access the webcast and a replay on the Investor Relations section of Blue Bird's website.
Blue Bird (BLBD) Appoints Lyndon Lie as Senior Vice President of Engineering
Blue Bird Corporation (NASDAQ:BLBD) has appointed Lyndon Lie as Senior Vice President of Engineering. In this role, Lie will oversee all engineering functions, including product development, platform engineering, innovation, and the integration of engineering activities related to the recent Micro Bird acquisition. This appointment follows Blue Bird's full ownership of the Micro Bird joint venture, a move designed to streamline operations and expand market reach.
Westwood Quality SmallCap Fund's Blue Bird Corp(BLBD) Holding History
As of January 31, 2026, Westwood Quality SmallCap Fund (Ultimus Managers Trust) holds 403,795 shares of Blue Bird Corp (BLBD), valued at $20.31 million, representing 2.13% of their portfolio. The fund initiated its position in Q1 2024, accumulating shares at an average price of $33.41, with estimated gains of $19.74 million (71.24%) on its current holdings. The article also provides a history of the fund's purchases and sales of BLBD stock and lists recent news articles related to Blue Bird Corp.
School bus maker Blue Bird sets May 6 earnings call for 4:30 ET
Blue Bird Corporation (Nasdaq: BLBD) will release its fiscal 2026 second-quarter results on May 6, 2026. The company is scheduled to host an audio webcast and conference call at 4:30 PM ET on the same day, featuring executives John Wyskiel and Razvan Radulescu to discuss the results. The webcast details and a replay will be available on the Investor Relations section of Blue Bird's website.
Blue Bird stock rating reiterated at Buy by Craig-Hallum on strong positioning
Craig-Hallum reiterated a Buy rating and $74.00 price target for Blue Bird Corp (NASDAQ:BLBD) due to its strong market positioning as a premium school bus provider, especially in electric and propane buses. The company demonstrated strong financial performance in Q1 2026 with record revenue and EBITDA, and is considered undervalued at approximately 7 times EV/EBITDA on fiscal year 2027 estimates. Recent strategic moves include acquiring full ownership of Micro Bird and appointing a new SVP of engineering, further strengthening its outlook.
Blue Bird stock rating reiterated at Buy by Craig-Hallum on strong positioning
Craig-Hallum has reiterated a Buy rating and a $74.00 price target for Blue Bird Corp (NASDAQ:BLBD), citing the company's strong market positioning and financial performance. The firm highlighted management's confidence, Blue Bird's leadership in electric and propane school buses, and its record-breaking first-quarter fiscal year 2026 results. The company is also expanding revenue streams and recently completed the acquisition of Girardin Group’s stake in the Micro Bird joint venture.
Blue Bird stock rating reiterated at Buy by Craig-Hallum on strong positioning
Craig-Hallum has reiterated a Buy rating and a $74.00 price target for Blue Bird Corp (NASDAQ:BLBD), citing the company's strong positioning as a premium school bus provider, its leadership in electric and propane buses, and management's high confidence. Despite softness in EV unit sales, the company achieved its best-ever first-quarter revenue and EBITDA in fiscal year 2026, with a gross margin of 21%. Blue Bird is also expanding revenue through Micro Bird and commercial chassis, and is considered undervalued at approximately 7 times EV/EBITDA on fiscal year 2027 estimates, with a strong balance sheet and potential catalysts from EPA Clean School Bus rounds.
Blue Bird Corp. Hits New 52-Week High at $63.81
Blue Bird Corp. has reached a new 52-week high of USD 63.81, demonstrating strong performance over the past year with a significant increase from its 52-week low. The company, a small-cap player in the automobiles industry, exhibits a market capitalization of USD 1,797 million, a P/E ratio of 14.00, and an impressive return on equity of 47.81%. This financial milestone highlights effective management and profitability despite a modest one-year performance compared to the S&P 500.
Blue Bird Corp (BLBD) Shares Fall 4.8% -- GF Value Says Still Ov
Blue Bird Corp (BLBD) shares recently dropped by 4.8% to $59.13, yet GuruFocus's GF Value indicates the stock is still 33.7% overvalued compared to its intrinsic value of $44.21. Despite strong year-to-date performance and a GF Score of 83/100, insider selling of $0.5 million over the last three months suggests a lack of confidence from management. Investors are advised to approach BLBD with caution due to its overvaluation and insider activity.
Blue Bird brings in veteran engineer to integrate Micro Bird acquisition
Blue Bird Corporation (NASDAQ: BLBD) has appointed Lyndon Lie as Senior Vice President of Engineering to lead the company's engineering innovation and growth strategy, particularly focusing on the integration of the Micro Bird acquisition. Lie, who has over 30 years of experience in the automotive and commercial vehicle industries, will oversee all engineering functions and product development. This strategic hire aims to enhance Blue Bird's product portfolio and expand its engineering capabilities, especially in vehicle systems and electrification.
Blue Bird appoints Lyndon Lie as senior VP of engineering
Blue Bird Corporation has appointed Lyndon Lie as Senior Vice President of Engineering, where he will lead product development and integrate engineering activities following the Micro Bird acquisition. Lie brings over 30 years of experience in automotive and commercial vehicle engineering, and his expertise in electrification is expected to be crucial for the company's growth. This appointment comes as Blue Bird demonstrates strong financial momentum, with shares up 82% over the past year and recent impressive Q1 2026 earnings.
Blue Bird Corporation (NASDAQ:BLBD) Receives Average Recommendation of "Moderate Buy" from Brokerages
Blue Bird Corporation (NASDAQ:BLBD) has received a "Moderate Buy" consensus rating from seven brokerage firms, with an average 1-year price target of $67.20. The company recently exceeded earnings expectations, reporting an EPS of $1.00 against an anticipated $0.80, and revenues of $333.08 million. Despite some share sales by company insiders, institutional investors significantly own the stock, with JPMorgan Chase & Co. notably increasing its position.
Blue Bird Corporation Trade Ideas — NASDAQ:BLBD
Blue Bird Corporation is set to report earnings, with its stock performing well, up 36.95% over the past 52 weeks and trading near a resistance zone of $60. Analysts have a "Strong Buy" consensus with an average price target of $63. The article includes various trading ideas and analyses from different contributors on TradingView, highlighting its financial performance, market position, and potential for future growth, including in the EV school bus market.
Blue Bird Corp (BLBD) director Steve Girardin files clean Form 3
Blue Bird Corp (BLBD) director Steve Girardin has filed an initial insider ownership report on Form 3. The filing indicates he is a director but shows no reported transactions or derivative positions, with no buy, sell, acquire, or dispose counts. This "clean" Form 3 acts as an opening inventory sheet, establishing his insider status without disclosing any current securities ownership or transactions.
Blue Bird stock hits all-time high at $62.94, soaring on strong performance
Shares of Blue Bird Corp (BLBD) reached an all-time high of $62.94, reflecting strong investor confidence and strategic initiatives. The company recently reported fiscal Q1 2026 earnings that exceeded analyst expectations, with an EPS of $1.00 and revenue of $333 million. Additionally, Blue Bird completed the acquisition of Girardin Group’s stake in the Micro Bird joint venture, gaining full ownership.
BLBD News | BLUE BIRD CORP (NASDAQ:BLBD)
This article provides current stock information for BLUE BIRD CORP (NASDAQ:BLBD), including its stock price and recent performance. It highlights where to find the latest news, press releases, and analysis for the company.
Groupe Girardin (BLBD) gains 2.7M exchangeable shares in $201.8M Blue Bird deal
Groupe Girardin Ltee and related Girardin family members now collectively own 7.88% of Blue Bird’s common stock on an as-converted basis, following Blue Bird's $201.8 million acquisition of the Micro Bird businesses. This ownership is primarily in the form of 2,702,180 non-voting exchangeable shares, which can be converted one-for-one into Blue Bird common stock and are paired with a Special Voting Preferred share to mirror voting rights. The deal also includes a lock-up period for these shares and places Steve Girardin on Blue Bird's board through the 2029 annual meeting.
Tudor Investment Corp ET AL Purchases New Position in Blue Bird Corporation $BLBD
Tudor Investment Corp ET AL has acquired a new position in Blue Bird Corporation (NASDAQ:BLBD), purchasing 189,964 shares valued at approximately $10.93 million, representing about 0.60% of the company. Despite recent insider stock sales, Blue Bird reported strong earnings, beating analyst expectations with $1.00 EPS against an estimated $0.80 and revenue up 6.1% year-over-year. Analysts currently hold a "Moderate Buy" rating for BLBD with an average price target of $67.20.
