Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$2.0B
32M shares
52-week range
$46.14 – $83.39
50% from low
Sector
TRUCK & BUS BODIES
Exchange
NASDAQ
CS
Blue Bird Corp is an American bus manufacturing company. It is an independent designer and manufacturer of school buses. The company operates in two segments; the Bus segment which involves the design, engineering, manufacture, and sales of school buses and extended warranties; and the Parts segment which includes the sales of replacement bus parts. Geographically, the company generates a majority of its revenue from its customers in the United States and the rest from Canada and Rest of the world.
www.blue-bird.comNo one on the platform currently holds BLBD.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 367,540 | $20.9M |
No one on the platform has traded BLBD yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.8B | +20.7% | $4.68 | $4.52–$4.82 | 13.8× | 4 |
| 2027 | $2.0B | +15.9% | $4.88 | $4.45–$5.21 | 13.3× | 4 |
| 2028 | $2.2B | +9.4% | $5.41 | $5.19–$5.52 | 11.9× | 1 |
| 2029 | $2.6B | +15.4% | $6.61 | $6.34–$6.74 | 9.8× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $1.25 | $1.28 | +2.4% |
| 2026-05-06 | $0.81 | $1.00 | +23.5% |
| 2026-02-04 | $0.80 | $1.00 | +25.0% |
| 2025-11-24 | $1.05 | $1.32 | +25.7% |
| 2025-08-06 | $0.90 | $1.19 | +32.2% |
| 2025-05-07 | $0.96 | $0.96 | +0.0% |
| 2025-02-05 | $0.83 | $0.92 | +10.8% |
| 2024-11-25 | $0.65 |
| $0.77 |
| +18.5% |
| $1.2B |
| — |
| MCRIMonarch Casino & Resort, Inc. | $122.79 | -0.86% | $2.2B | — |
| MODGTopgolf Callaway Brands Corp. | $14.68 | +0.55% | $2.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Blue Bird just upgraded at Freedom Broker, here's why - $BLBD - https://thefly.com/BLBD
View on StockTwits ↗$BLBD Am I crazy or does this seem like a solid dip opportunity?
View on StockTwits ↗6-AUG - Some Good Looking Charts With - Analyst Upgrades 🔼 $ANET : Barclays PT increased to $289 from $195; Citigroup PT increased to $215 from $173. $CVS: Barclays PT raised to $108 from $106 $CSCO : Citigroup PT raised to $139 from $112 $BLBD: BTIG PT raised to $95 from $80; D.A. Davidson PT raised to $91 from $86 $BKNG : JP Morgan PT raised to $248 from $208
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-8-5-blue-bird-co-stock/ $BLBD Blue Bird Earnings Transcript
View on StockTwits ↗$BLBD Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $5.41 up 366.38% YoY • Reported revenue of $517.16M up 29.94% YoY • Blue Bird Corporation raised its full-year 2026 guidance, now projecting net revenue of approximately $1.75 billion and Adjusted EBITDA of approximately $247 million for the fiscal year ending in 2026.
View on StockTwits ↗Wall St is expecting 1.25 EPS for $BLBD Q3 [Reporting 08/05 AMC] http://www.estimize.com/intro/blbd?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗I love seeing my trades plotted on the charts. $BLBD or $AAPL Why does my broker not do this - they have the data?
View on StockTwits ↗Seeing my trades on the price chart - instantly understand the position. $BLBD
View on StockTwits ↗These 2 Stocks Hit Fresh 52-Week Highs – One Earns A Massive 166% Price Target Hike From JPMorgan $BLBD $ATEX https://stocktwits.com/news/equity/markets/these-2-stocks-hit-fresh-52-week-highs-one-earns-a-massive-166-price-target-hike-from-jp-morgan/cZZi9c9R7uC
View on StockTwits ↗$BLBD The macro tailwinds for $BLBD are huge. We're trading around $76.70, digesting the massive Q2 blowout. The thesis: an aging national school bus fleet replacement cycle colliding directly with billions in EPA Clean School Bus funding. Fundamentals are rock solid. Management recently raised FY2026 revenue guidance to $1.75B and their long-term outlook to $2.5B+. With a backlog of 900+ electric buses stretching into 2027 and the Micro Bird acquisition, they dominate the alt-fuel bus space. Technically, pulling back from the $81.50 high offers a great setup. As long as we hold the breakout base in the lower $70S, the risk/reward is excellent for a long-term play.
View on StockTwits ↗$GBX by far the cheapest out of the Construction Machinery & Heavy Transportation equipment together with $OSK $ALG $TRN $BLBD
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.