Aurora Investment Counsel Makes New $2.29 Million Investment in Blue Bird Corporation $BLBD
Aurora Investment Counsel has made a new investment of $2.29 million in Blue Bird Corporation, acquiring 28,937 shares. This investment makes Blue Bird its 28th largest holding, representing 1.2% of its portfolio. Other institutional investors like BlackRock Inc. and Goldman Sachs Group Inc. have also recently adjusted their stakes in the company, with 93.59% of Blue Bird stock owned by institutional investors.
Tranche Update on Blue Bird Corporation's Equity Buyback Plan announced on August 7, 2025.
Blue Bird Corporation has provided an update on its equity buyback plan announced on August 7, 2025. From March 28, 2026, to June 27, 2026, the company did not repurchase any shares. However, under the buyback plan, Blue Bird Corporation has completed the repurchase of 187,287 shares, representing 0.59% of its equity, for a total of $9.41 million.
D.A. Davidson reiterates Buy on Blue Bird stock amid chassis news
D.A. Davidson has reiterated a Buy rating on Blue Bird Corp (NASDAQ:BLBD) despite a recent decline in school bus orders, citing the company's undervaluation and strong financial health. The firm believes recent share price challenges are due to misinformation surrounding a Ford chassis announcement and recommends investors take advantage of current pricing. Blue Bird recently surpassed Q3 earnings and revenue expectations, though concerns about margin pressures and commercial chassis expansion plans led to an after-hours stock decline.
Blue Bird Corporation $BLBD Shares Bought by Bank of America Corp DE
Bank of America Corp DE increased its holdings in Blue Bird Corporation (NASDAQ:BLBD) by 3.8% in the first quarter, now owning 529,345 shares valued at approximately $30.1 million. Other institutional investors also adjusted their stakes, with institutional ownership of BLBD standing at 93.59%. Analysts maintain a positive outlook, with an average "Buy" rating and a price target of $85.33, following the company's recent earnings beat.
Blue Bird Corporation (NASDAQ:BLBD) Given Consensus Recommendation of "Buy" by Analysts
Blue Bird Corporation (NASDAQ:BLBD) has received a consensus "Buy" rating from nine analysts, with an average 12-month price target of $85.33. The company recently surpassed quarterly expectations, reporting $1.28 EPS against an estimated $1.25, and revenue of $517.16 million compared to an expected $485.73 million. Several analysts, including BTIG Research and DA Davidson, have raised their price targets for BLBD, indicating confidence in its future performance.
Insider Buying: Blue Bird (NASDAQ:BLBD) Director Acquires $22,529.50 in Stock
Blue Bird Corporation director Daniel Mark Thau recently acquired 350 shares of the company's stock for $22,529.50, increasing his total holdings to 9,046 shares. This insider purchase follows strong quarterly earnings where Blue Bird (NASDAQ:BLBD) exceeded analyst expectations for both EPS and revenue. The company maintains a "Buy" rating from analysts with an average target price of $85.33, and institutional investors hold a significant 93.59% stake.
Blue Bird Corp (BLBD) director adds 350 shares in open-market stock purchase
Blue Bird Corp director Daniel Mark Thau purchased 350 shares of common stock on August 12, 2026, at $64.37 per share, increasing his direct holdings to 9,046 shares. This open-market transaction highlights insider confidence in the company. The purchase was reported in a Form 4 filing, indicating a positive sentiment.
Blue Bird Corp (BLBD) Insider Daniel Thau Purchases 350 Shares
Daniel Thau, an insider at Blue Bird Corp (BLBD), recently purchased 350 shares of the company, increasing his total holdings to 9,046 shares. This transaction, executed at $64.37 per share, reflects a pattern of insider buying over the past year despite broader insider selling. While the stock is considered modestly overvalued based on its GF Value, the insider's consistent accumulation suggests confidence in the company's future prospects.
Is Blue Bird (BLBD) Stock Outpacing Its Auto-Tires-Trucks Peers This Year?
Blue Bird (BLBD) stock has significantly outperformed its Auto-Tires-Trucks sector peers this year, returning 39% compared to the sector's average of -16.3%. The company holds a Zacks Rank of #2 (Buy) with an improved earnings outlook. Polaris Inc (PII) is another stock in the same sector showing strong performance.
Blue Bird (BLBD) Upgraded to Buy: Here's Why
Blue Bird (BLBD) has been upgraded to a Zacks Rank #2 (Buy), reflecting a positive trend in its earnings estimates. This upgrade is based on the strong correlation between earnings estimate revisions and near-term stock price movements, indicating potential buying pressure and an increase in its stock price. The Zacks rating system, which has a strong track record, positions BLBD in the top 20% of Zacks-covered stocks due to its superior earnings estimate revision feature.
Blue Bird Corp (BLBD) Earnings Forecast: Future EPS & Revenue Growth Estimates
Blue Bird Corp (BLBD) has an earnings forecast score of 8.25, ranking 31st in its industry, with an average price target of $66.00. Analysts overwhelmingly recommend a "Buy" for the stock, with 86.875% of analysts giving a Buy rating. The company's next quarter revenue is expected to be $551.48 million, and EPS is forecasted at $1.54.
Blue Bird (NASDAQ: BLBD) boosts 2026 outlook after Q3 surge
Blue Bird Corporation reported strong fiscal Q3 2026 results with significant increases in net sales, GAAP net income, and Adjusted EBITDA, partly due to the Micro Bird acquisition. The company raised its full-year 2026 guidance and set ambitious long-term targets, including a major collaboration with Ford. While showing overall growth, legacy Blue Bird operations experienced a slight decrease in Adjusted EBITDA and unit bookings, with cash reserves also decreasing due to strategic investments and debt repayment.
Blue Bird (NASDAQ:BLBD) Trading Down 10% - Should You Sell?
Blue Bird (NASDAQ:BLBD) shares dropped 10% despite exceeding fiscal Q3 earnings and revenue expectations and offering strong full-year guidance. Analysts remain largely positive with a "Moderate Buy" consensus, though some have downgraded to "Hold" due to potential valuation concerns or profit-taking. The company also announced a new agreement with Ford to expand its commercial vehicle business beyond school buses.
FMR LLC and Abigail Johnson disclose 9.5% Blue Bird Corp (BLBD) ownership
FMR LLC and Abigail P. Johnson have reported a beneficial ownership of 9.5% of Blue Bird Corp (BLBD) common stock through a Schedule 13G/A filing. As of June 30, 2026, FMR LLC held 3,017,352.69 shares, with sole voting power over 3,015,209 shares and sole dispositive power over all its shares. Abigail P. Johnson, as a control person, holds sole dispositive power over the same number of shares.
Blue Bird Corp 2026: Revenue $517.16M, EPS $5.27— 10-Q Summary
Blue Bird Corp reported strong financial results for 2026, with quarterly revenue of $517.16 million and diluted EPS of $5.27, representing significant year-over-year growth. This performance was attributed to the full-year inclusion of Micro Bird and strategic pricing adjustments. The company also saw net income rise considerably to $185.26 million, driven by increased order mix in electric and Type A units and successful mitigation of supply chain issues.
BLUE BIRD CORPORATION : D.A. DAVIDSON RAISES TARGET PRICE TO $91 FROM $86
D.A. Davidson has increased its target price for Blue Bird Corporation (BLBD.O) shares to $91 from $86. This adjustment reflects an updated outlook from the analyst firm regarding the company's valuation. The news was reported by Reuters on August 6, 2026.
BLBD Reiterated by Needham -- Price Target Maintained at $86.00
Needham has reiterated its "Buy" rating for Blue Bird Corp (BLBD), maintaining a price target of $86.00, indicating a positive outlook despite the stock appearing overvalued. GuruFocus rates BLBD with a strong GF Score of 80/100, highlighting its financial strength and momentum, yet notes a 48.0% overvaluation based on its GF Value. Investors are advised to exercise caution due to the discrepancy between the market price and intrinsic value.
Blue Bird earnings on deck: Can electric school bus momentum continue?
Blue Bird Corp (BLBD) is expected to report its fiscal third-quarter results with analysts anticipating significant sequential improvement, driven by surging demand for electric school buses. Investors will be focused on electric bus delivery pace, margin sustainability, and updated guidance, especially given the company's strong previous quarter and its leadership in alternative-fuel vehicles. The report will assess whether its current premium valuation is justified by its performance in the rapidly expanding market.
Blue Bird Reports Fiscal 2026 Third Quarter Results
Blue Bird Corporation announced strong fiscal 2026 third-quarter results, with net sales of $517 million and a GAAP net income of $185 million, driven by the acquisition of Micro Bird and increased sales of electric buses. The company also raised its full-year 2026 Adjusted EBITDA guidance to approximately $247 million and projected a long-term Adjusted EBITDA of over $500 million by 2030+ following an expanded collaboration with Ford Motor Company. This collaboration includes the design and manufacturing of next-generation commercial stripped chassis and the acquisition of Detroit Chassis LLC's Detroit Plant assets.
BLBD Looks 48.3% Overvalued on GF Value™
Blue Bird Corporation (BLBD) reported strong Q3 financial results, exceeding revenue expectations, but GuruFocus's GF Value™ suggests the stock is 48.3% overvalued at its current price of $76.93 compared to an intrinsic value of $51.89. Despite its high GF Score™ of 80/100, driven by strong momentum and financial strength, the low valuation rank and mixed guru activity, contrasted with insider buying, warrant caution for investors.
Blue Bird: Fiscal Q3 Earnings Snapshot
Blue Bird Corp. (BLBD) reported strong fiscal third-quarter results, with net income reaching $185.3 million, or $5.27 per share. Adjusted earnings were $1.28 per share, surpassing Wall Street expectations. The school bus manufacturer also posted revenue of $190.2 million for the period, and its shares have seen a significant increase of 64% since the beginning of the year.
Ford’s Next F-53/F-59 Chassis Is Planned for Blue Bird in 2028
Blue Bird Corporation has entered a definitive agreement with Ford Motor Company to design, manufacture, and sell the next generation of F-53/F-59 commercial stripped chassis, integrating Ford's powertrain solutions. This collaboration, set to begin production in early 2028, will involve Blue Bird acquiring the Detroit Assembly Plant assets from Detroit Chassis LLC. The initiative aims to expand Blue Bird's commercial vehicle presence and diversify its product portfolio.
Blue Bird earnings on deck: Can electric school bus momentum continue?
Blue Bird Corporation is preparing to release its fiscal third-quarter results, with analysts expecting significant revenue growth driven by increasing demand for its zero-emission school buses. Investors will be closely watching electric bus deliveries, margin sustainability, and future guidance, especially in light of the EPA's Clean School Bus Program. The company's stock has rallied significantly over the past year due to its strong position in alternative-fuel buses.
Blue Bird earnings on deck: Can electric school bus momentum continue?
Blue Bird Corp is scheduled to announce its fiscal third-quarter results, with analysts expecting significant improvements in earnings and revenue driven by strong demand for zero-emission vehicles. Investors will focus on electric bus delivery pace, margin sustainability, and future guidance, especially after the company's strong second-quarter performance and increased fiscal 2026 targets. The report will assess if the current premium valuation of the stock is justified by its execution in the expanding electric school bus market.
42,954 Shares in Blue Bird Corporation $BLBD Purchased by Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC has acquired a new stake of 42,954 shares in Blue Bird Corporation (NASDAQ:BLBD) for approximately $2.44 million, representing a 0.14% ownership. This purchase comes as institutional investors collectively own 93.59% of the company. Analysts maintain a "Moderate Buy" consensus with an average price target of $82.17, despite a slight year-over-year revenue decline, as Blue Bird exceeded recent earnings and revenue estimates.
Earnings To Watch: Blue Bird (BLBD) Reports Q2 Results Tomorrow
Blue Bird (NASDAQ: BLBD) is set to report its Q2 earnings tomorrow after market hours, with analysts expecting a 25.2% year-on-year revenue growth. The company previously exceeded revenue and EBITDA expectations last quarter. Competitors Wabash and Oshkosh have already reported mixed Q2 results, with their stock prices declining.
Arrowstreet Capital Limited Partnership Has $13.36 Million Stake in Blue Bird Corporation $BLBD
Arrowstreet Capital Limited Partnership recently reduced its stake in Blue Bird Corporation by 16.9%, now holding 235,188 shares valued at $13.36 million. Other institutional investors have also adjusted their positions in BLBD. Analysts currently rate the stock as a "Moderate Buy" with an average price target of $82.17.
Renaissance Technologies LLC Sells 47,900 Shares of Blue Bird Corporation $BLBD
Renaissance Technologies LLC reduced its stake in Blue Bird Corporation (BLBD) by 11.5% in the first quarter, selling 47,900 shares but still retaining 367,540 shares valued at approximately $20.9 million. Despite this sale, institutional investors and hedge funds collectively own 93.59% of BLBD, and the company recently surpassed quarterly earnings and revenue estimates. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $82.17.
Healthcare of Ontario Pension Plan Trust Fund Sells 55,056 Shares of Blue Bird Corporation $BLBD
Healthcare of Ontario Pension Plan Trust Fund has reduced its stake in Blue Bird Corporation (NASDAQ:BLBD) by 42.9%, selling 55,056 shares and now owning 73,398 shares valued at approximately $4.17 million. Despite this sale, analyst sentiment remains positive with a "Moderate Buy" consensus and an average price target of $82.17. Blue Bird recently beat quarterly earnings and revenue estimates, though revenue was down 1.7% year over year.
Lazard Asset Management LLC Buys 238,379 Shares of Blue Bird Corporation $BLBD
Lazard Asset Management LLC significantly increased its stake in Blue Bird Corporation (NASDAQ:BLBD) by 362.2% in the first quarter, purchasing 238,379 additional shares, bringing its total holdings to 304,196 shares valued at $17.3 million. Institutional investors now own 93.59% of the company. Analysts maintain a "Moderate Buy" consensus rating for Blue Bird, with an average price target of $82.17, following better-than-expected earnings results.
Principal Financial Group Inc. Buys 15,062 Shares of Blue Bird Corporation $BLBD
Principal Financial Group Inc. increased its stake in Blue Bird Corporation (NASDAQ:BLBD) by 36.2%, acquiring an additional 15,062 shares and now owning 56,625 shares valued at $3.2 million. Institutional investors and hedge funds collectively hold 93.59% of the company's stock. Blue Bird has a "Moderate Buy" consensus rating from analysts, with an average price target of $82.17, following a recent earnings beat.
Blue Bird Corp (BLBD) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of Blue Bird Corp (BLBD), highlighting its current valuation score, P/E ratio, and industry ranking. As of July 29, 2026, BLBD has a valuation score of 8.96 and a P/E ratio of 17.24, which is significantly below its recent high. The article notes that relevant data for P/B, P/S, and P/CF ratios have not yet been disclosed by the company.
Blue Bird (BLBD) Expected to Release Quarterly Earnings on Wednesday
Blue Bird (BLBD) is scheduled to release its Q3 fiscal 2026 earnings after market close on Wednesday, August 5th. Analysts anticipate earnings of $1.22 per share on approximately $485.7 million in revenue. The company's stock recently fell 1.7% to $72.64, with institutional investors holding 93.59% of the shares and a "Moderate Buy" consensus rating from analysts.
Blue Bird (BLBD) Stock Declines While Market Improves: Some Information for Investors
Blue Bird (BLBD) stock declined by 2.83% in the recent trading session, underperforming the broader market. Despite a recent monthly drop, the company is set to release its earnings report on August 5, 2026, with analysts forecasting increased EPS and revenue. Investors are advised to monitor analyst estimate revisions and valuation metrics like the Forward P/E and PEG ratio.
Gamco Investors INC. ET AL Sells 15,285 Shares of Blue Bird Corporation $BLBD
Gamco Investors INC. ET AL reduced its stake in Blue Bird Corporation (NASDAQ:BLBD) by 21% in the first quarter, selling 15,285 shares. Despite this, institutional investors collectively own 93.59% of the company's stock. Blue Bird recently exceeded quarterly earnings and revenue expectations, and analysts maintain a "Moderate Buy" consensus with an average price target of $82.17.
Blue Bird (BLBD) Is Considered a Good Investment by Brokers: Is That True?
This article examines the reliability of brokerage recommendations for Blue Bird (BLBD) stock against the backdrop of Zacks Rank. While BLBD currently has an average brokerage recommendation (ABR) of 1.56, indicating between "Strong Buy" and "Buy," the article cautions against relying solely on these ratings due to inherent biases. It advocates using the Zacks Rank, which is based on earnings estimate revisions, as a more reliable indicator for near-term stock price movements, noting that BLBD currently holds a Zacks Rank #3 (Hold).
BLBD|Blue Bird Corp|Price:72.360|Chg%:-1.530
Blue Bird Corp (BLBD) closed at $72.36, down 2.07%, with a market capitalization of $2.29 billion. Despite recent market weakness, the company shows strong fundamentals with high growth and profit, and is generally rated as a "Buy" by analysts with a target price of $82.50. Institutional ownership is high, although there has been some recent selling, and its valuation is considered fair within its industry.
Blue Bird Corp (BLBD) Institutional Confidence
Blue Bird Corp (BLBD) has an institutional shareholding score of 10.00, placing it first in its industry. The institutional shareholding proportion is 117.06%, which is a decrease of 7.64% quarter-over-quarter. James Simons is the largest institutional shareholder, holding 1.16% of outstanding shares.
BLBD|Blue Bird Corp|Price:74.390|Chg%:-0.210
Blue Bird Corporation is an independent designer and manufacturer of school buses, specializing in low- and zero-emission vehicles. The company operates through Bus and Parts segments, manufacturing various types of buses on its dedicated chassis in Georgia. As of 2026Q1, institutional shareholding increased, and Alternative Fuel Buses remain the primary revenue source, generating $151.38M.
BLBD|Blue Bird Corp|Price:72.855|Chg%:-3.185
This article provides a comprehensive stock analysis of Blue Bird Corp (BLBD), highlighting its strong fundamentals, high growth potential, and "Buy" rating from multiple analysts with a target price of $82.50. The company's stock score is 7.34/10, with healthy financials and a fairly valued assessment within its industry. Despite institutional selling in the last quarter, the stock is expected to trend upwards in the medium term.
BLBD|Blue Bird Corp|Price:74.750|Chg%:-1.450
This article provides a detailed financial overview of Blue Bird Corp (BLBD), including its income statement, balance sheet, and cash flow statement. It highlights key financial indicators like EPS, revenue, net profit, and margins across various quarters and fiscal years. The article also includes upcoming earnings expectations and an analyst rating of "BUY."
Blue Bird Corporation $BLBD Shares Sold by Caxton Associates LLP
Caxton Associates LLP significantly reduced its stake in Blue Bird Corporation (NASDAQ:BLBD) by 58.4% in the first quarter of 2026, selling 20,626 shares and retaining 14,684 shares valued at $834,000. Despite this sell-off, Blue Bird exceeded quarterly earnings and revenue estimates, reporting EPS of $1.00 and revenue of $352.63 million, though revenue declined year-over-year. Analyst sentiment remains positive, with a "Moderate Buy" consensus and an average price target of $82.17.
Blue Bird Corp (BLBD) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Blue Bird Corp (BLBD), detailing its current earnings forecast score, average price target, and analyst ratings. Based on 8 analysts, BLBD has a "Buy" trend with an average target price of $66.00 and expected revenue of $485.72 million for the next quarter. The company's EPS for the previous quarter was $0.97, exceeding market expectations, with an expected EPS of $1.30 for the next quarter.
Fifth Third Bancorp Buys Shares of 18,759 Blue Bird Corporation $BLBD
Fifth Third Bancorp has acquired a new stake in Blue Bird Corporation, purchasing 18,759 shares valued at approximately $1.07 million during the first quarter. This comes as Blue Bird reported strong quarterly earnings, beating analyst estimates with an EPS of $1.00. Wall Street analysts maintain a "Moderate Buy" rating for BLBD with an average price target of $82.17.
Hsbc Holdings PLC Acquires Shares of 80,463 Blue Bird Corporation $BLBD
HSBC Holdings PLC has acquired 80,463 shares of Blue Bird Corporation (NASDAQ:BLBD) in the first quarter, initiating a new position valued at approximately $4.5 million. This purchase, representing about 0.25% of Blue Bird, contributes to the overall institutional ownership of the company, which now stands at 93.59%. Analysts currently hold a "Moderate Buy" consensus rating for Blue Bird, with an average price target of $82.17.
Blue Bird (NASDAQ:BLBD) Stock Rating Lowered by Wall Street Zen
Wall Street Zen downgraded Blue Bird (NASDAQ:BLBD) from a "buy" to a "hold" rating, despite Blue Bird's strong recent earnings performance with EPS of $1.00 against an expected $0.88 and revenue exceeding estimates. The company, which specializes in school buses, including electric models, still holds a "Moderate Buy" consensus rating among analysts with an average price target of $82.17. Blue Bird's stock was trading at $76.20, down 1.7%.
ETFs Investing in Blue Bird Corporation Stocks
This article lists various Exchange Traded Funds (ETFs) that hold stocks of Blue Bird Corporation (BLBD). It provides a detailed table including each fund's market value, weight of BLBD in the fund, issuer, management style, focus, expense ratio, assets under management (AUM), and price performance. The funds are primarily small-cap and extended market focused, with some thematic ETFs also included.
Blue Bird (BLBD) Falls More Steeply Than Broader Market: What Investors Need to Know
Blue Bird (BLBD) stock dropped by 1.33%, underperforming the broader market. The company is anticipated to report earnings of $1.22 per share, representing a 2.52% year-over-year growth, with projected revenue of $498.7 million. Despite recent gains, analysts maintain a Zacks Rank of #3 (Hold) for BLBD, noting its favorable valuation metrics compared to the industry average.
Blue Bird Schedules Webcast on School Bus Results for Aug. 5
Blue Bird Corporation (Nasdaq: BLBD) will release its fiscal 2026 third-quarter results on August 5, 2026. The company will host an audio webcast and conference call at 4:30 PM ET, where executives John Wyskiel and Razvan Radulescu will discuss the results. A replay will be available on Blue Bird's Investor Relations website following the event.
Quantedge Capital Pte Ltd Has $3.90 Million Stake in Blue Bird Corporation $BLBD
Quantedge Capital Pte Ltd reduced its stake in Blue Bird Corporation by 51.8% in the first quarter, selling 73,700 shares, but still holds 68,600 shares valued at approximately $3.9 million, representing 2.1% of its portfolio. Blue Bird (NASDAQ:BLBD) maintains strong institutional ownership at 93.59% and has a "Moderate Buy" consensus rating from analysts with an average price target of $82.17, after recently beating earnings and revenue estimates. The company, a leading manufacturer of school buses, including zero-emission electric models, continues to attract investment despite some funds trimming their positions.
