Blue Bird (NASDAQ:BLBD) CFO Razvan Radulescu Sells 3,925 Shares
Blue Bird Corporation's CFO, Razvan Radulescu, sold 3,925 shares of NASDAQ:BLBD stock on February 19th for a total of $239,346.50, reducing his stake by 8.5%. The company recently reported strong quarterly earnings, beating analyst expectations with $1.00 EPS and $333.1 million in revenue. Wall Street analysts maintain a "Buy" rating for BLBD, with an average price target of $67.20.
Insider Sell: Razvan Radulescu Sells Shares of Blue Bird Corp (B
Razvan Radulescu, CFO of Blue Bird Corp, sold 3,925 shares of the company on February 19, 2026, reducing his total holdings to 42,255 shares. Over the past year, Blue Bird Corp has seen 2 insider buys and 15 insider sells. The stock is currently trading at $60.98, with a price-to-GF-Value ratio of 1.39, indicating it is significantly overvalued by GuruFocus's intrinsic value estimate.
BofA is Bullish on Blue Bird Corporation (BLBD)
BofA reiterated a Buy rating and increased its price target for Blue Bird Corporation (BLBD) to $65 from $62, citing strong earnings. Needham also boosted its price objective to $78 from $70 due to a stronger margin profile and strategic scarcity in the industry. Barclays raised its price objective to $55 from $50, maintaining an Overweight rating, as the company exceeded expectations in sales and profits and saw its backlog grow.
Blue Bird stock reaches all-time high at 62.0 USD
Blue Bird Corporation's stock has reached an all-time high of $62.00 USD, closely aligning with its calculated Fair Value, reflecting robust growth and investor confidence with a 73.18% 1-year price return. The company reported strong Q1 2026 earnings, surpassing estimates, and announced a strategic acquisition of Girardin Group's stake in their Micro Bird joint venture. Analysts maintain an optimistic outlook, with high estimates up to $78.
Blue Bird Acquires and Consolidates Micro Bird 'Mini-Bus' Business
Blue Bird has signed an agreement to acquire Girardin Group’s stake in the 50/50 Micro Bird joint venture for approximately $200 million, taking full ownership of the Type A bus manufacturer. This acquisition allows Blue Bird to consolidate its North American operations, unify its brands, and expand its product portfolio across Type A, C, and D buses, while also increasing its total addressable market for Buy America Act-compliant shuttle buses. The deal is expected to close in the first half of 2026 and aims to strengthen Blue Bird's strategic position and support its long-term growth vision.
Blue Bird To Acquire Remaining Stake In Micro Bird For $200 Mln
Blue Bird Corp. is set to acquire Girardin Group's remaining 50% stake in the Micro Bird joint venture for approximately $200 million, taking full ownership. The transaction, comprising 30% cash and 70% Blue Bird stock, is expected to close in the first half of calendar year 2026. Following the acquisition, Micro Bird's Chairman, Steve Girardin, is intended to be appointed to Blue Bird's Board of Directors.
Blue Bird takes full control of Micro Bird to grow in Buy America shuttle buses
Blue Bird Corporation is acquiring the Girardin Group's stake in the 50/50 Micro Bird joint venture for approximately $200 million, taking full ownership. This acquisition aims to consolidate Blue Bird's North American operations, broaden its product portfolio to include Type A, C, and D school and commercial buses, and specifically target growth in the Buy America Act-compliant shuttle bus market. The transaction is expected to close in the first half of 2026, with Steve Girardin joining Blue Bird's Board of Directors.
Blue Bird (NASDAQ:BLBD) Stock Passes Above 50-Day Moving Average - Time to Sell?
Blue Bird Corporation (NASDAQ:BLBD) saw its stock move above its 50-day moving average, trading at $57.59 with a volume of 425,009 shares. Despite this technical performance and a consensus "Buy" rating from analysts with an average price target of $67.20, key insiders (CFO and a director) have recently reduced their holdings. The company also reported strong quarterly earnings, beating analyst estimates for both EPS and revenue.
Blue Bird (NASDAQ:BLBD) Upgraded at Zacks Research
Zacks Research upgraded Blue Bird (NASDAQ:BLBD) from "hold" to "strong-buy" on Thursday, aligning with other analysts who have raised their price targets for the company. This upgrade follows Blue Bird's stronger-than-expected Q1 earnings report, where it surpassed consensus estimates for both EPS and revenue, driven by an expanding electric vehicle (EV) school bus backlog. Despite recent insider selling, institutional investors hold a significant stake, and the company maintains a consensus "Buy" rating with an average target price of $67.20.
Blue Bird (BLBD) shares rise after earnings and revenue top expectations
This article reports that Blue Bird Corporation's (BLBD) shares rose following better-than-expected earnings and revenue. The company surpassed analyst estimates for both fiscal Q1 revenue and adjusted EBITDA, driven by strong school bus sales. Blue Bird also reaffirmed its fiscal year 2024 guidance, indicating continued positive outlook.
Why Is Blue Bird (BLBD) Stock Soaring Today
Blue Bird (BLBD) stock surged 5.2% following a broader market rebound and strong recent financial performance. The company recently reported better-than-expected Q4 2025 earnings and provided an upbeat full-year profit forecast, with adjusted EPS of $1.00 against an anticipated $0.80 and revenue exceeding forecasts. CEO John Wyskiel noted a significant 45% increase in Q1 order intake, pushing the backlog to 3,400 units, indicating confidence in future growth despite a mixed full-year revenue outlook.
Needham & Company LLC Issues Positive Forecast for Blue Bird (NASDAQ:BLBD) Stock Price
Needham & Company LLC has raised its price target for Blue Bird (NASDAQ:BLBD) from $70 to $78, maintaining a "buy" rating and suggesting a nearly 57% upside given the stock's current price. This positive forecast comes after Blue Bird exceeded Q1 earnings estimates, reporting $1.00 EPS versus $0.80 expected and revenue of $333.1 million, an approximately 6% year-over-year increase, driven by a growing electric-bus backlog. Despite recent insider stock sales, institutional ownership remains high at 93.6%.
Blue Bird (BLBD) Shares Skyrocket, What You Need To Know
Blue Bird (BLBD) shares jumped 14.5% after the company reported strong fourth-quarter 2025 results, exceeding analyst expectations for profit and providing an optimistic full-year profit forecast. The company posted adjusted earnings per share of $1.00 and revenue of $333.1 million, driven by a 45% increase in order intake. Despite mixed full-year revenue guidance, the robust adjusted EBITDA forecast signals confidence in future profitability.
Blue Bird (NASDAQ:BLBD) Trading 8.1% Higher on Strong Earnings
Blue Bird Corporation (NASDAQ:BLBD) saw its stock price jump 8.1% following a better-than-expected earnings announcement for the quarter, reporting $1.00 EPS against an estimated $0.80 and revenue of $333.08 million. The company's strong performance, highlighted by solid margins and an expanding EV order backlog, led to analyst Needham raising its price target to $78. Despite positive earnings and analyst upgrades, the article notes risks such as recent insider selling and mixed institutional flows, while FY2026 revenue guidance was largely in line with expectations with unclear EPS guidance.
Blue Bird Corporation (NASDAQ:BLBD) Q1 2026 Earnings Call Transcript
Blue Bird Corporation reported strong Q1 2026 results, exceeding earnings expectations with an EPS of $0.943 against an expected $0.80. The company achieved record revenue of $333 million and adjusted EBITDA of $50 million, benefiting from strong order intake, pricing actions, and operational efficiencies. They also updated their fiscal 2026 guidance, raising adjusted EBITDA targets and reiterating optimism for the EV and overall school bus market, alongside strategic investments in manufacturing and market expansion.
Beyond The Numbers: 6 Analysts Discuss Blue Bird Stock
Six analysts have recently provided ratings for Blue Bird (NASDAQ: BLBD), with an average 12-month price target of $68.0, reflecting a 1.99% increase from the previous average. The company shows strong financial health with positive revenue growth of 16.89%, an impressive net margin of 8.92%, high return on equity of 15.29%, and effective asset utilization with an ROA of 6.08%. Blue Bird also maintains a prudent financial strategy with a debt-to-equity ratio of 0.35.
Blue Bird Corp. (NASDAQ:BLBD) Surpasses Q1 Earnings Estimates and Raises Profit Outlook
Blue Bird Corp. (NASDAQ:BLBD) exceeded Q1 2026 earnings estimates with adjusted EPS of $1.00 against an expected $0.83, and reported revenues of $333.1 million, surpassing the $332.2 million consensus. The company raised its full-year Adjusted EBITDA guidance to $225 million, demonstrating strong profitability driven by pricing power and growth in electric bus deliveries. This positive performance led to a favorable after-hours stock response despite a slight discrepancy in revenue guidance compared to analyst expectations.
Blue Bird (NASDAQ:BLBD) Announces Quarterly Earnings Results
Blue Bird (NASDAQ:BLBD) reported quarterly EPS of $0.94, exceeding the consensus estimate of $0.80, with strong financial metrics including an 8.63% net margin and 62.87% return on equity. Despite the earnings beat, the stock fell about 4.8% to $49.94. Analysts generally maintain a bullish outlook with an average target price of $64.60, although recent insider selling by a director and the CFO has modestly reduced their ownership stakes.
Blue Bird (NASDAQ:BLBD) Exceeds Q4 CY2025 Expectations
Blue Bird (NASDAQ:BLBD) reported Q4 CY2025 results that surpassed Wall Street's revenue and adjusted EPS expectations, with sales up 6.1% year-on-year. While the company's full-year revenue guidance was slightly below analysts' estimates, its EBITDA guidance exceeded expectations. The school bus manufacturer demonstrated strong long-term revenue and EPS growth, indicating solid fundamentals despite potential future demand headwinds.
Blue Bird (BLBD) Q1 2026 Earnings Call Transcript
Blue Bird Corporation reported record Q1 2026 results, surpassing guidance across all key financial metrics, with revenue up 6% to $333 million and adjusted EBITDA reaching $50 million. The company saw a 45% increase in order intake, contributing to a robust backlog of 3,400 units, including a record 25% electric vehicles, and raised its adjusted EBITDA guidance for the full year to $225 million. Blue Bird is proceeding with significant capital investments in automation and a new assembly plant, funded in part by a DOE contract, emphasizing continued dominance in "alt power" segment and strategic capital allocation including share repurchases.
School bus maker Blue Bird posts record Q1, boosts profit outlook
Blue Bird Corporation announced record fiscal 2026 first-quarter financial results, reporting net sales of $333.1 million and Adjusted EBITDA of $50.1 million, a new all-time first-quarter record. The company also announced an increase in its full-year 2026 Adjusted EBITDA guidance to $225 million, reflecting a strong start to the year and confidence in continued profitable growth. Blue Bird's President & CEO, John Wyskiel, highlighted improved operations, expansion in alternative-powered buses, and an increase in electric bus sales.
Blue Bird: Fiscal First Quarter Earnings Overview
Blue Bird Corp. reported strong financial results for its fiscal first quarter, achieving a net profit of $30.8 million and earnings of $0.94 per share, surpassing analysts' expectations of $0.80 per share. The school bus manufacturer generated $333.1 million in revenue and projects total revenue of $1.5 billion for the year. The company's stock has seen significant growth, climbing nearly 6% since the start of the year and 38% over the past year.
Blue Bird Earnings: What To Look For From BLBD
Blue Bird (NASDAQ:BLBD) is set to report its earnings this Wednesday after market hours. Analysts anticipate a 5.1% year-on-year revenue growth to $330 million and adjusted earnings of $0.80 per share. The company has a strong track record of exceeding revenue estimates, beating them by an average of 6.5% over the past two years.
Blue Bird Corporation $BLBD Shares Sold by Federated Hermes Inc.
Federated Hermes Inc. significantly reduced its stake in Blue Bird Corporation (NASDAQ:BLBD) by 35.7% in Q3, selling 124,227 shares, though institutional investors still hold about 93.6% of the company. Despite insider selling by the CFO and a Director, Blue Bird exceeded Q3 earnings expectations with EPS of $1.32 and revenue of $409.4 million, reflecting strong financial performance. Analysts generally maintain a bullish outlook on the stock, with an average target price of $64.60.
Blue Bird (BLBD) Suffers a Larger Drop Than the General Market: Key Insights
Blue Bird (BLBD) stock closed down 1.56% at $49.82, underperforming the S&P 500. Despite this recent dip, the company's shares have risen 8.63% over the last month, outperforming its sector. Investors are awaiting Blue Bird's upcoming earnings report on February 4, 2026, which is projected to show an EPS drop but a revenue increase.
Blue Bird (BLBD) to Release Earnings on Wednesday
Blue Bird (NASDAQ: BLBD) is slated to release its Q1 2026 earnings on Wednesday, February 4th, with analysts anticipating $0.80 EPS and $325.74 million in revenue. The company previously exceeded estimates in the last quarter, reporting $1.32 EPS against an estimated $0.97. Institutional investors hold a significant 93.6% ownership, though recent insider selling activity was noted in December.
Brokers Suggest Investing in Blue Bird (BLBD): Read This Before Placing a Bet
This article examines the brokerage recommendations for Blue Bird (BLBD), which currently holds an average brokerage recommendation (ABR) of 1.56, indicating a "Strong Buy" to "Buy" according to nine brokerage firms. However, it cautions investors against relying solely on ABRs due to potential positive bias from brokerage firms and instead suggests using Zacks Rank, a proprietary stock rating tool, to validate investment decisions. Despite the positive ABR, Blue Bird currently has a Zacks Rank #3 (Hold) due to unchanged earnings estimates, advising caution.
Blue Bird Corporation $BLBD Shares Sold by Campbell & CO Investment Adviser LLC
Campbell & CO Investment Adviser LLC significantly reduced its stake in Blue Bird Corporation (NASDAQ:BLBD) by 78.5% in Q3, selling 38,761 shares and retaining 10,616 shares. Despite this, other institutional investors increased their holdings, and Blue Bird reported strong Q3 earnings, beating analyst expectations with $1.32 EPS and increased revenue. The company maintains a "Moderate Buy" consensus rating from analysts with a price target of $64.60.
Blue Bird to Report Fiscal 2026 First Quarter Results on February 4, 2026
Blue Bird Corporation announced it will release its fiscal 2026 first-quarter results on February 4, 2026. The company will host an audio webcast with its President and CEO, John Wyskiel, and CFO, Razvan Radulescu, at 4:30 PM ET on the same day to discuss the results. A slide presentation and webcast details will be available on Blue Bird's Investor Relations website.
Deroy & Devereaux Private Investment Counsel Inc. Decreases Stock Holdings in Blue Bird Corporation $BLBD
Deroy & Devereaux Private Investment Counsel Inc. reduced its stake in Blue Bird Corporation (NASDAQ:BLBD) by 22.2% in the third quarter of 2025, selling 182,743 shares and now holding 640,353 shares valued at approximately $36.85 million. Despite this selling activity, analysts maintain a largely bullish outlook on Blue Bird, with a consensus "Moderate Buy" rating and an average price target of $64.60. The company also reported strong Q3 earnings, beating EPS and revenue expectations with significant year-over-year growth.
Blue Bird Corp. CFO Sells 7,984 Shares After Record Fiscal Year. Can the Electric School Bus Company Keep Delivering?
Blue Bird Corporation's CFO, Razvan Radulescu, sold 7,984 shares worth approximately $402,300 on December 10, 2025. This transaction followed a record fiscal year for the electric school bus company. The article poses a question about the company's ability to maintain its delivery performance.
Asset Management One Co. Ltd. Reduces Position in Blue Bird Corporation $BLBD
Asset Management One Co. Ltd. reduced its stake in Blue Bird Corporation by 25.2% in the third quarter, holding 85,286 shares valued at approximately $4.91 million. This reduction aligns with some insider selling in December by the CFO and a director. Despite this, Blue Bird exceeded Q3 earnings expectations and maintains a "Moderate Buy" consensus rating from analysts with a target price of $64.60.
Blue Bird stock rating reiterated at Buy by DA Davidson amid EPA funding cuts
DA Davidson has reiterated its Buy rating and $76.00 price target for Blue Bird Corp (NASDAQ:BLBD), despite reports of impending EPA funding cuts to the Clean School Bus Program. The firm believes the impact on Blue Bird's financial targets will be minimal, citing the company's strong financial position and high short interest already factoring in this development. Blue Bird recently reported robust fiscal fourth-quarter results, exceeding revenue and earnings forecasts, further solidifying the positive outlook from analysts.
A Look At Blue Bird (BLBD) Valuation As Longtime Leader Phil Horlock Exits The Board
Blue Bird (BLBD) is facing increased investor scrutiny following the resignation of longtime leader Phil Horlock from its board on December 24, 2025. Despite recent share price declines, the fair value is estimated at US$63.75 compared to a last close of US$46.76, suggesting the stock is undervalued. This valuation is based on expected operational efficiencies and continued government clean bus funding, though policy changes could impact future growth.
Blue Bird stock rating reiterated at Buy by DA Davidson amid EPA funding cuts
DA Davidson has reiterated its Buy rating and $76.00 price target on Blue Bird Corp (NASDAQ:BLBD) despite reports that the EPA plans to eliminate remaining funding for the Clean School Bus Program. The firm believes the impact on Blue Bird's financial targets will be minimal, given that the development was largely expected and the company holds more cash than debt. This positive outlook follows strong Q4 fiscal results and increased school bus orders.
Blue Bird Corporation $BLBD Shares Sold by Olstein Capital Management L.P.
Olstein Capital Management L.P. significantly reduced its stake in Blue Bird Corporation ($BLBD) by 51.4% in the third quarter, selling over 26,000 shares. Despite this, Wall Street analysts maintain a "Moderate Buy" consensus rating with a target price of $64.60, following the company's strong Q3 earnings beat. Other institutional investors, however, have increased their holdings in Blue Bird, while some insiders have sold shares.
Blue Bird Corporation (NASDAQ:BLBD) Given Average Rating of "Moderate Buy" by Analysts
Analysts have given Blue Bird Corporation (NASDAQ:BLBD) a consensus "Moderate Buy" rating, supported by six buy ratings and one hold, with an average 12-month target price of $64.60. The company recently exceeded quarterly earnings expectations, reporting an EPS of $1.32 against an estimated $0.97 and revenue of $409.4M versus $380.4M expected, marking a 16.9% year-over-year revenue increase. While institutional investors hold a significant 93.59% stake and JPMorgan increased its position, company insiders sold shares in December.
After 12 years leading school buses maker, Phil Horlock leaves board
Phil Horlock, former CEO of Blue Bird Corporation (NASDAQ: BLBD) and a member of its Board of Directors, has retired from the board, effective immediately. Horlock served as President & CEO for over 12 years, during which he led the company through significant growth and value creation. Doug Grimm, Chairman of the Board, thanked Horlock for his extraordinary service and credited his vision for shaping the company's strong foundation.
Blue Bird Corp Announces Director Resignation
Blue Bird Corporation announced the immediate resignation of Mr. Phil Horlock from its Board of Directors on December 24, 2025. The company stated that his resignation was not due to any disagreements with the company's operations, policies, or practices. This information was based on an original SEC filing.
Former Blue Bird CEO Phil Horlock steps down from board By Investing.com
Phil Horlock, former CEO and board member of Blue Bird Corporation, has resigned from the company's board of directors. Horlock led the school bus manufacturer for over 12 years and remained on the board to offer strategic guidance after transitioning leadership. Blue Bird Corporation, valued at $1.59 billion, has seen its stock gain over 31% year-to-date and recently reported impressive fiscal fourth-quarter results for 2025.
DA Davidson Maintains A Buy Rating On Blue Bird Corporation (BLBD)
DA Davidson has reiterated a buy rating on Blue Bird Corporation (BLBD), boosting its price target to $76 from $70, based on the company's strong Q1 outlook that surpassed expectations for revenues and EBITDA. The analyst noted management's conservative yet robust FY26 forecast, with significant year-over-year growth in net revenue and adjusted EBITDA in the last quarter. Blue Bird, a leading school bus manufacturer, also saw a substantial increase in EV sales, reinforcing its financial health and future prospects.
DA Davidson Maintains A Buy Rating On Blue Bird Corporation (BLBD)
DA Davidson has reiterated a buy rating for Blue Bird Corporation (NASDAQ: BLBD) and increased its price target to $76 from $70, citing strong Q1 outlook and financial performance. The company exceeded revenue and EBITDA expectations, with significant growth in net revenue and EV sales, while maintaining a conservative FY26 forecast. Blue Bird reaffirmed its fiscal 2026 revenue and adjusted EBITDA guidance, following a record-breaking fiscal 2025.
Congress Asset Management Co. Has $6.28 Million Stake in Blue Bird Corporation $BLBD
Congress Asset Management Co. significantly increased its stake in Blue Bird Corporation (NASDAQ:BLBD) by 75.4%, now owning 109,034 shares valued at $6.28 million. This comes as Blue Bird surpassed quarterly earnings and revenue estimates, prompting analysts to maintain a "Moderate Buy" rating with an average target price of $64.60. Despite recent insider share sales, institutional investors collectively hold 93.59% of the company's stock.
DA Davidson Maintains A Buy Rating On Blue Bird Corporation (BLBD)
DA Davidson has maintained a "Buy" rating on Blue Bird Corporation (BLBD) and increased its price target to $76 from $70. This decision comes after the company's Q1 outlook exceeded expectations, with revenues and EBITDA surpassing predictions. Blue Bird Corporation reported significant year-on-year improvements in net revenue, EV sales, and adjusted EBITDA, reaffirming its fiscal 2026 forecast.
Blue Bird (BLBD): Buy, Sell, or Hold Post Q3 Earnings?
Blue Bird (BLBD) has significantly outperformed the S&P 500, surging by 186% over the past five years and 22.8% in the last six months. The company demonstrates strong fundamentals, including 11% compounded annual sales growth, increased free cash flow margin, and a rising return on invested capital (ROIC). These factors suggest Blue Bird is a robust business, trading at 12.1x forward P/E.
Have Blue Bird Insiders Been Selling Stock?
A recent substantial sale of US$775k worth of Blue Bird Corporation (NASDAQ:BLBD) stock by Director Philip Horlock, though it only accounted for 6.4% of their holding. This follows an even larger sale earlier this year, indicating a trend of insider selling. Despite this, insiders still own 1.1% of the company, and the stock's recent selling prices were above the current market price, which might temper concerns about insider confidence at current levels.
Blue Bird stock rating reiterated at Buy by DA Davidson on strong bus orders
DA Davidson has reiterated its Buy rating on Blue Bird Corp (NASDAQ:BLBD) following robust November school bus order data, noting a 131% year-over-year increase in orders. The firm sees Blue Bird's conservative fiscal year 2026 guidance as a potential floor, with recent strong order data and impressive Q4 2025 results suggesting significant upside. Analysts from DA Davidson, BofA Securities, and BTIG have all raised their price targets for BLBD, maintaining Buy ratings.
Director Phil Horlock Sells 15,381 Shares of Blue Bird Corp
Phil Horlock, a Director at Blue Bird Corp (BLBD), sold 15,381 shares of the company on December 12, 2025, reducing his total holdings to 225,385 shares. Over the past year, Horlock has sold 167,089 shares with no purchases, while the company has seen 3 insider buys and 15 insider sells. Blue Bird Corp is currently trading at $50.42, which is considered modestly overvalued compared to its GF Value of $40.56.
Phil Horlock Sells 15,381 Shares of Blue Bird (NASDAQ:BLBD) Stock
Blue Bird Director Phil Horlock sold 15,381 shares of the company's stock, valued at over $775,000, reducing his position by 6.39%. The sale follows a strong quarterly earnings beat with $1.32 EPS and increased revenue, leading analysts to raise price targets and issue "Buy" ratings. Institutional ownership of BLBD is high at 93.6%, with major investors like American Century and JPMorgan increasing their stakes.
Westwood Holdings Group Inc. Sells 167,336 Shares of Blue Bird Corporation $BLBD
Westwood Holdings Group Inc. reduced its stake in Blue Bird Corporation by 7.0%, selling 167,336 shares and maintaining a holding of 2,234,878 shares valued at $96.46 million. Blue Bird recently exceeded earnings and revenue expectations, reporting $1.32 EPS against $0.97 expected and $409.4 million in revenue, leading analysts to rate the stock a "Moderate Buy" with an average target price of $64.60.
