Needham raises Blue Bird stock price target to $86 on margin strength
Needham has increased its price target for Blue Bird Corp (NASDAQ:BLBD) to $86 from $78, maintaining a Buy rating, following the company's strong second-quarter results and positive outlook. Blue Bird exceeded expectations and raised guidance due to robust market dynamics, pricing gains, and manufacturing efficiencies. The firm noted continued margin strength despite a higher mix of diesel units, and highlights potential growth from EPA Clean School Bus funding and market expansion.
BLBD - Blue Bird Corp Volatility & Greeks
This article provides a detailed financial overview of Blue Bird Corp (BLBD), including its recent stock performance, market capitalization, income, sales, and various financial ratios. It also lists key metrics such as EPS, insider/institutional ownership, profitability margins, and volatility indicators. The data presented offers a comprehensive snapshot of the company's financial health and market position.
Ypsilanti couple’s 53-year-old motorhome ‘Baby Huey’ to be showpiece at new factory
An Ypsilanti couple, Kathleen and Mike Knight, sold their beloved 1973 Blue Bird Wanderlodge motorhome, "Baby Huey," back to its manufacturer, Blue Bird Corp. The company plans to use the meticulously maintained RV as a showpiece in a new factory and for its 100th anniversary celebration. The Knights, who owned "Baby Huey" for 25 years and traveled extensively in it, are glad it will be preserved and displayed for future generations.
BLBD Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial analysis of Blue Bird Corp (BLBD), detailing its revenue breakdown, profitability margins, and a comparison with competitors. The company primarily generates revenue from Diesel Buses, followed by alternative power and fuel buses. BLBD exhibits a gross margin of 20.03%, an operating margin of 11.85%, and a net margin of 8.31%, with a high Return on Equity of 54.48%.
Why Blue Bird (BLBD) Dipped More Than Broader Market Today
Blue Bird (BLBD) stock fell 2.88% today, underperforming the broader market despite recent gains over the past month. Analysts anticipate a 1.68% rise in EPS for the upcoming earnings report. The company currently holds a Zacks Rank #4 (Sell) given its current valuation metrics and unchanged EPS estimates over the last 30 days.
Blue Bird Corp (BLBD) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Blue Bird Corp (BLBD), highlighting its current price momentum score of 9.60. It details the stock's trading range between resistance at $78.51 and support at $66.01, suggesting suitability for range-bound swing trading. The analysis includes a summary of technical indicators and moving averages, presenting a "Buy" signal based on these metrics.
Bandwidth and Blue Bird have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Bandwidth (BAND) as the Bull of the Day, citing its strong position in AI communications infrastructure and positive financial outlook, with increased revenue and adjusted EBITDA guidance. Conversely, Blue Bird (BLBD) has been designated the Bear of the Day due to concerns about its valuation, cyclical market, and dependence on government incentives despite recent performance. The article also highlights Micron Technology (MU) and Seagate Technology Holdings plc (STX) as strong buys benefiting from the AI boom, showing significant revenue growth and high demand for their memory and storage solutions.
Blue Bird Corp (BLBD) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a detailed revenue breakdown for Blue Bird Corp (BLBD), categorized by business segments and geographical regions. For FY2026Q1, Alternative Fuel Buses and Diesel Buses were the primary revenue drivers, contributing 45.45% and 43.49% respectively, with the United States accounting for the vast majority of regional revenue at 83.66%. The data also includes revenue proportions for parts and other product/service offerings.
Blue Bird Corp (BLBD) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article from TradingKey provides an overview of Blue Bird Corp (BLBD)'s dividend and stock split history. It states that no dividends have been distributed over the past five years and no stock split data is available. The page also presents current stock performance metrics and market capitalization for BLBD.
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, analyst ratings, and price targets. Analysts have set an average price target of $66.00 for BLBD, with most recommending a "Buy" trend. The company's EPS for the next quarter is expected to be $1.31, with forecasted revenue of $483.56 million.
Blue Bird Corp (BLBD) Financial Health: Profitability & Balance Sheet Analysis
Blue Bird Corp (BLBD) has a robust financial status with an average operating efficiency, ranking 49th out of 182 in its industry. The company's financial score is 8.06, though its latest quarterly revenue and net profit show year-over-year decreases of 1.73% and 12.50%, respectively. Key financial indicators for Quality of Earnings, Operational Efficiency, Growth Potential, and Shareholder Returns are awaiting disclosure from the company.
Blue Bird Corp (BLBD) Institutional Confidence
Blue Bird Corp's institutional shareholding score is 10.00, placing it first in its industry. Despite this high ranking, the institutional shareholding proportion decreased by 7.64% quarter-over-quarter to 117.06%. James Simons is the largest institutional shareholder, though his holdings slightly decreased.
Blue Bird Corp (BLBD) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of Blue Bird Corp (BLBD), noting its current valuation score of 8.33, ranking 92 out of 183 in its industry. It highlights that the company's current P/E ratio is 17.45, which is significantly below its recent high and above its recent low. However, relevant data for P/B, P/S, and P/CF ratios are not yet disclosed by the company.
Blue Bird (BLBD) Laps the Stock Market: Here's Why
Blue Bird (BLBD) stock closed up 1.85% at $72.86, outperforming the S&P 500. The company anticipates an EPS of $1.21 for the upcoming release, a 1.68% increase year-over-year, and holds a Zacks Rank of #4 (Sell). Currently, BLBD is trading at a Forward P/E ratio of 15.32, which is a discount compared to its industry's average of 19.9.
Blue Bird Q2 FY2026 slides: Micro Bird buy lifts guidance to $245M
Blue Bird Corporation exceeded analyst expectations in Q2 FY2026, delivering its 14th consecutive quarter of beating guidance. The acquisition of Micro Bird significantly expands its market, leading the company to raise its full-year guidance for revenue to $1.725-$1.775 billion and adjusted EBITDA to $235-$255 million. Blue Bird also outlined an ambitious long-term vision projecting $2.3-$2.5 billion in revenue, supported by strong financial performance, leadership in alternative-power vehicles, and new manufacturing capacity.
BLBD to Host Virtual Meeting on June 5
Blue Bird Corp (BLBD) announced a virtual meeting for June 5, organized by DA Davidson, to discuss current performance and future strategies. The company, a school bus manufacturer with a market cap of $2.28 billion, has a strong GF Score™ of 80 but its P/E ratio of 17.68x suggests it is overvalued. Despite mixed insider trading activity, the strong financial health and growth potential make it compelling for investors who should monitor the meeting for further insights.
Blue Bird Corporation (NASDAQ:BLBD) Receives Average Rating of "Moderate Buy" from Analysts
Blue Bird Corporation (NASDAQ:BLBD) has received an average rating of "Moderate Buy" from analysts, with an average 12-month price target of $77.80. The company recently reported strong quarterly results, beating expectations with $1.00 EPS on $352.64 million in revenue. Institutional investors hold a significant 93.59% of the company's shares.
Blue Bird (NASDAQ:BLBD) Given "Buy" Rating at DA Davidson
DA Davidson has reiterated its "Buy" rating for Blue Bird (NASDAQ:BLBD), setting an $86 price target, which suggests a 25.7% upside from its current share price. This re-rating follows Blue Bird's recent earnings report, where the company surpassed EPS and revenue expectations. Overall analyst sentiment for Blue Bird remains positive, with an average "Moderate Buy" rating and a consensus target price of $77.80.
D.A. Davidson adds Blue Bird stock to Best-of-Breed list
D.A. Davidson has added Blue Bird Corp (NASDAQ:BLBD) to its "Best-of-Breed Bison List" with a reiterated Buy rating and an $86.00 price target. The analyst noted that Blue Bird meets 11 out of 12 stringent criteria for inclusion, highlighting significant operational improvements and a valuation that remains below its peers. The company, a school and commercial bus manufacturer, generated $2.95 billion in revenue and delivered a 33% one-year return, despite its current P/E ratio suggesting potential overvaluation relative to its fair value.
HighTower Advisors LLC Has $3.93 Million Stock Position in Blue Bird Corporation $BLBD
HighTower Advisors LLC increased its stake in Blue Bird Corporation (NASDAQ:BLBD) by 24.6% in the fourth quarter, reaching a $3.93 million position. Blue Bird recently exceeded quarterly earnings and revenue expectations, reporting an EPS of $1.00 and revenue of $352.64 million. Analysts maintain a "Moderate Buy" consensus rating with a target price of $75.80, following several recent price target increases.
Blue Bird director Daniel Thau buys $19,527 of BLBD stock
Blue Bird Corporation director Daniel Thau recently purchased 300 shares of BLBD stock for a total of $19,527. This insider transaction follows a strong performance by the stock, which has returned 58% over the past year. The purchase aligns with InvestingPro's assessment that the stock is currently undervalued, further supported by the company's strong Q2 2026 financial results which exceeded analyst expectations.
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.
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 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.
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.
