Bear of the Day: Blue Bird (BLBD)
Blue Bird (BLBD), a school bus manufacturer, has been designated as a Zacks Rank #5 (Strong Sell) "Bear of the Day" due to a significant decline in next-year earnings estimates. The Zacks Consensus Estimate for next-year earnings dropped from $5.23 to $4.40 per share in just two months, with both analysts covering the stock cutting their estimates. This downward revision in earnings expectations, across multiple periods, has led to a stock price decline of about one-third from its 52-week high, signaling potential turbulence ahead for the company despite a slight improvement in current-year estimates.
Blue Bird Corporation (NASDAQ:BLBD) Receives Average Recommendation of "Buy" from Brokerages
Blue Bird Corporation (NASDAQ:BLBD) has received a consensus "Buy" rating from nine brokerages, with an average 12-month price target of $85.33. The company recently surpassed quarterly earnings and revenue expectations, reporting $1.28 EPS and $517.16 million in revenue, leading analysts to forecast full-year EPS of $4.68. Despite strong institutional ownership, the stock opened below its 50-day and 200-day moving averages, and a COO recently sold 4,000 shares.
Blue Bird (NASDAQ:BLBD) Rating Lowered to "Hold" at Wall Street Zen
Wall Street Zen downgraded Blue Bird (NASDAQ:BLBD) from a "Buy" to a "Hold" rating, though the overall analyst consensus remains "Buy" with an average target price of $85.33. The company recently reported strong quarterly earnings, surpassing analyst expectations with $1.28 EPS and $517.16 million in revenue. Despite a COO selling 4,000 shares, institutional investors maintain a significant 93.59% ownership of the stock.
Form 8K Blue Bird Corp For: 1 October By Investing.com
This article announces that Blue Bird Corp filed a Form 8K on October 1st. The filing was reported by Investing.com. The content of the Form 8K is not detailed in the provided text.
No proceeds will go to Blue Bird (BLBD) from a shareholder resale subject to staged lock-ups.
Blue Bird Corporation (BLBD) has registered up to 2.70 million shares of common stock for resale by Groupe Autobus Girardin Ltée (GAG), representing about 8.6% of outstanding common shares. Blue Bird will not receive any proceeds from these sales. The shares are subject to contractual lock-up provisions, with staged releases beginning on October 1, 2026, and concluding by April 1, 2029.
Blue Bird Registers 2,702,180 Shares for Resale by Selling Stockholder
Blue Bird Corporation has filed a prospectus supplement for the potential resale of up to 2,702,180 shares of its common stock by a selling stockholder. These shares originate from the company's acquisition of the remaining 50% interest in its Micro Bird joint venture. While this is not a new capital raise for Blue Bird, the registration allows the selling stockholder to convert non-voting shares into tradable common stock, which could introduce additional share supply to the market and potentially lead to dilution for existing shareholders.
Blue Bird files prospectus supplement for resale of up to 2.70M common shares
Blue Bird has filed a prospectus supplement to allow for the resale of up to 2.70 million common shares. These shares are related to the exchange, retraction, or redemption of non-voting Exchangeable Shares of MB ExchangeCo, which were issued during Blue Bird’s acquisition of Micro Bird's joint venture interest on April 1, 2026. The company also filed an 8-K to provide a legal opinion regarding the validity of the offered common stock.
Form 8K Blue Bird Corp For: 1 October By Investing.com
Investing.com reported on October 1, 2026, that Blue Bird Corp filed a Form 8K. This filing is a significant event for public companies, often indicating material events or corporate changes that shareholders should be aware of. The article title directly conveys this action by Blue Bird Corp.
Blue Bird (BLBD) Short Interest & Short Float | Updated Sep 2026
This article provides an updated analysis of Blue Bird (BLBD) short interest and short float as of September 2026. It details that BLBD had a short interest of 4.23 million shares, representing 13.52% of the public float, marking a 6.78% increase since the previous report. The short interest ratio is 7.6 days to cover, indicating the time it would take to cover all short positions based on average trading volume. The article also includes historical short interest data, a comparison to competitors, and frequently asked questions about short selling metrics.
Bank of America Corp DE Invests $63.56 Million in Blue Bird Corporation $BLBD
Bank of America Corp DE has acquired a new stake in Blue Bird Corporation, purchasing over 805,000 shares valued at approximately $63.6 million, representing a 2.54% ownership. This investment comes as Blue Bird exceeded its quarterly earnings expectations and maintains a positive "Buy" rating from analysts with an average price target significantly above its current trading price. Other institutional investors also hold substantial stakes in the company, with hedge funds and institutional investors collectively owning 93.59%.
Blue Bird Corp (BLBD) Key Financial Ratios – Valuation, Profitability & More
This article provides a detailed analysis of Blue Bird Corp (BLBD)'s key financial ratios, covering valuation, profitability, growth, solvency, and operating efficiency. It presents data for current (TTM), quarterly, and annual periods, along with peer comparisons. The report highlights BLBD's strong net profit and EPS growth, high return on equity, and favorable debt-to-equity ratio compared to its peers.
Blue Bird (NASDAQ:BLBD) Offers Decent Value as Shares Trade Below Intrinsic Worth
Blue Bird (NASDAQ:BLBD), a manufacturer of school buses, has been identified as a stock offering decent value according to a "Decent Value" screen. The company exhibits strong valuation and profitability metrics, trading below industry and market averages, with high returns on capital. While its financial health is generally sound, liquidity shows some weaker spots, and future growth forecasts are more modest compared to historical performance.
Blue Bird (NASDAQ:BLBD) Rating Increased to Buy at Wall Street Zen
Wall Street Zen has upgraded Blue Bird (NASDAQ:BLBD) from a "hold" to a "buy" rating, contributing to the stock's overall positive analyst sentiment, which includes an average "Buy" rating and a consensus price target of $85.33. The company recently reported strong quarterly earnings, exceeding both EPS and revenue estimates. Despite shares opening below moving averages, institutional investors hold a significant portion of the company, though COO Jeffrey Sanfrey recently sold a number of shares.
Blue Bird (BLBD) COO sells 4,000 shares with no trading plan
Blue Bird Corp's Chief Operating Officer, Jeffrey Scott Sanfrey, sold 4,000 shares of common stock on September 16, 2026, for approximately $249,600. Following this transaction, Sanfrey directly holds 35,011 shares of BLBD. Notably, this sale was not conducted under a Rule 10b5-1 trading plan.
Blue Bird (NASDAQ: BLBD) officer may sell 4,000 shares
An officer of Blue Bird Corp (BLBD), Jeffrey Scott Sanfrey, has filed a Rule 144 notice indicating a proposed sale of 4,000 common shares valued at $249,600. The shares were originally acquired on July 1, 2025, via RSU vesting, and the sale is anticipated to occur around September 16, 2026. This filing highlights an insider's intent to sell a portion of their holdings.
Insider Selling: Blue Bird (NASDAQ:BLBD) COO Sells 4,000 Shares of Stock
Blue Bird Corporation's COO, Jeffrey Sanfrey, sold 4,000 shares of the company's stock for $249,600, reducing his direct ownership by over 10%. Despite this insider sale and a recent "hold" downgrade from one analyst, the company recently surpassed quarterly earnings expectations and maintains a consensus "Buy" rating with an $85.33 price target from Wall Street analysts. The stock's performance and financial metrics, including a P/E ratio of 7.41 and a market cap of $1.93 billion, are detailed.
Blue Bird Corp (BLBD) COO Jeffrey Sanfrey Sells 4,000 Shares
Blue Bird Corp's COO, Jeffrey Sanfrey, sold 4,000 shares on September 16, 2026, adding to a year-long pattern of selling. The stock is considered modestly overvalued according to GuruFocus's GF Value, despite a low price-earnings ratio. This insider selling, coupled with a net trimming trend among institutional investors, suggests a cautious outlook, though Blue Bird remains a leader in the school bus market, especially in alternative fuel vehicles.
D.A. Davidson reiterates Blue Bird stock Buy rating on Ford deal
D.A. Davidson reaffirmed its Buy rating on Blue Bird Corp (NASDAQ:BLBD) following a review of industry data and the company's Ford chassis announcement. Despite a recent decline in school bus orders and the stock price, the firm maintains that the Ford deal adds over $20 per share in value based on discounted cash flow analysis, and InvestingPro data suggests the stock is undervalued. Blue Bird also recently exceeded fiscal third-quarter earnings and revenue expectations, further supporting D.A. Davidson's bullish outlook.
39,400 Shares in Blue Bird Corporation $BLBD Acquired by VIRGINIA RETIREMENT SYSTEMS ET Al
VIRGINIA RETIREMENT SYSTEMS ET Al recently purchased 39,400 shares of Blue Bird Corporation (NASDAQ:BLBD) for approximately $3.11 million, increasing institutional ownership in the company to 93.59%. Blue Bird has received a consensus "Buy" rating from analysts with an average price target of $85.33, following strong quarterly earnings that surpassed estimates. The company, known for manufacturing school and activity buses, including zero-emission electric models, continues to expand its offerings.
Blue Bird Corporation (NASDAQ:BLBD) Receives Average Rating of "Buy" from Analysts
Blue Bird Corporation (NASDAQ:BLBD) has received an average "Buy" rating from nine analysts, with a consensus 12-month price target of $85.33. Several firms recently raised their price targets for the company, reflecting a positive outlook. Institutional ownership is high at 93.59%, with major investors increasing their stakes after Blue Bird exceeded quarterly earnings and revenue expectations.
Public Employees Retirement System of Ohio Invests $3.08 Million in Blue Bird Corporation $BLBD
The Public Employees Retirement System of Ohio has invested approximately $3.08 million in Blue Bird Corporation by purchasing 38,972 shares. This acquisition makes the fund own about 0.12% of the company, contributing to the 93.59% institutional ownership of BLBD. Analysts maintain a generally positive outlook with an average "Buy" rating and a price target of $85.33, while the company recently exceeded its quarterly earnings and revenue expectations.
Blue Bird Corp (4RB) Q1 2026 Earnings Report - Results, Call & Slides
Blue Bird Corp (4RB) has released its Q1 2026 earnings report, significantly beating analyst expectations with an actual EPS of €0.86 against a consensus of €0.68, and revenue of €287.95M against an expected €282.58M. The company experienced a 6.12% YoY revenue growth. The next earnings report is estimated for December 14, 2026.
Hsbc Holdings PLC Makes New Investment in Blue Bird Corporation $BLBD
Hsbc Holdings PLC has initiated a new investment in Blue Bird Corporation, purchasing 79,357 shares valued at approximately $6.2 million, bringing institutional ownership to 93.59%. Analysts maintain a bullish outlook on Blue Bird, with several raising price targets, leading to an average "Buy" rating and a consensus target of $85.33. The company recently surpassed quarterly earnings expectations, reporting $1.28 EPS against an expected $1.25, and $517.16 million in revenue compared to an anticipated $485.73 million.
BlackRock Inc. Makes New $207.49 Million Investment in Blue Bird Corporation $BLBD
BlackRock Inc. has made a significant new investment of $207.49 million in Blue Bird Corporation, acquiring 2.63 million shares and securing an 8.3% stake. This move is supported by a positive outlook from analysts, with the company holding a consensus "Buy" rating and an average price target of $85.33. Blue Bird also reported strong quarterly earnings, surpassing expectations with $1.28 EPS and $517.16 million in revenue.
PEAK6 LLC Acquires New Position in Blue Bird Corporation $BLBD
PEAK6 LLC has acquired a new position in Blue Bird Corporation (NASDAQ:BLBD), purchasing 49,315 shares valued at approximately $3.9 million during the second quarter. This move makes PEAK6 LLC the owner of about 0.16% of Blue Bird, contributing to institutional investors collectively holding 93.59% of the company's stock. Blue Bird recently exceeded earnings and revenue estimates, and analysts maintain a positive outlook with a consensus "Buy" rating and an average price target of $85.33.
197,872 Shares in Blue Bird Corporation $BLBD Bought by Globeflex Capital L P
Globeflex Capital L P recently acquired 197,872 shares of Blue Bird Corporation (NASDAQ:BLBD) for approximately $15.6 million, making it their second-largest portfolio position and representing 0.62% ownership. Blue Bird exceeded quarterly earnings expectations with $1.28 EPS and $517.16 million in revenue, while institutional ownership remains high at 93.59%. Analysts largely maintain a "Buy" rating for the company with an average price target of $85.33.
Blue Bird (NASDAQ:BLBD) Upgraded to "Buy" at Wall Street Zen
Wall Street Zen has upgraded Blue Bird (NASDAQ:BLBD) from a "Hold" to a "Buy" rating, aligning with a generally positive outlook from other analysts. The company recently surpassed quarterly expectations, reporting higher-than-estimated EPS and revenue. Institutional ownership in Blue Bird remains substantial, with major firms increasing their stakes.
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 reaffirmed its Buy rating for Blue Bird Corp (NASDAQ:BLBD) despite a recent decline in school bus orders, attributing it to summer lumpiness and misinformation around a Ford chassis announcement. The firm notes Blue Bird's undervaluation, strong financial health, and a P/E ratio of 7.16, advising investors to leverage the current share pricing. This comes after Blue Bird surpassed Q3 2026 earnings and revenue expectations, though stock declined due to margin concerns and commercial chassis expansion plans.
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 (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.
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.
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) 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.
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.
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.
