BLBD - NASDAQ
Blue Bird Corporation
$72.43
+4.5%Blue Bird Corporation designs, engineers, manufactures, and sells school buses and related parts in the United States, Canada, and internationally. It operates through two segments, Bus and Parts. The company offers Type C, Type D, and specialty buses; and alternative fuel applications through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses. Blue Bird Corporation sells its products through a network of dealers, as well as directly to fleet operators, the United States government, and state governments; and maintains a parts distribution center. Blue Bird Corporation was formerly known as Hennessy Capital Acquisition Corp. The company was founded in 1927 and is headquartered in Macon, Georgia.
At a Glance
Live SnapshotBlue Bird Corporation Street Expectations Map
Wall Street analysts project that BLBD stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 80.50, with estimates ranging from a low of 75.00 to a high of 86.00.
The consensus 1-year price target stands at 80.50, with estimates ranging from a low of 75.00 to a high of 86.00.
Analyst Consensus Analysis
Upside Potential
Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
Analyst Conviction
Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.
Market Sentiment Insight
Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.
Blue Bird Corporation Forward Estimates of Revenue
Forward Growth Analysis
Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Blue Bird Corporation Forward Estimates of Net Income
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Blue Bird Corporation Forward Estimates of EPS
Forward Growth Analysis
Moderate growth expected, typical for mature businesses with stable market positions.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Generally favorable outlook with reasonable growth prospects and analyst support.
Blue Bird Corporation Forward Estimates of EBIT
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Blue Bird Corporation Forward Estimates of EBITDA
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Blue Bird Corporation Forward Estimates of SG&A Expense
Forward Growth Analysis
Declining expectations indicate headwinds—investigate whether temporary or structural issues.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Blue Bird Corporation Insider Positioning
During the last 12 months, insiders have purchased $315K and sold $1.73M worth of BLBD shares, resulting in $1.41M of net selling activity.
3 Months
300
19.53K
0
0.00
+20K
+$20K
3-6 Months
0
0.00
36.3K
1.73M
-1.7M
-$1.73M
6-9 Months
14.0K
295.51K
0
0.00
+296K
+$296K
9-12 Months
0
0.00
0
0.00
+0
+$0
Top Buyers
Horlock Phil
Director
$275K
Thau Daniel Mark
Director
$40K
Top Sellers
Radulescu Razvan
Officer: Chief Financial Officer
$1.00M
Sanfrey Jeffrey Scott
Officer: Chief Operating Officer
$368K
Horlock Phil
Director
$356K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $1.41M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Weak buy/sell ratio. Selling significantly exceeds buying—monitor for potential fundamental concerns.
Recent Trend (3 Months)
Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.
Insider Participation
3 insider sellers vs. 2 buyers. More insiders selling than buying suggests cautious or negative sentiment.
Related Guides
Continue your BLBD research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.