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BLBD: Gross Margin Improvements Will Drive Continued Outperformance This Year

Published
13 Sep 24
Updated
05 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
24.5%
7D
0.5%

Author's Valuation

US$62.3817.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 05 Nov 25

Fair value Increased 5.50%

Analysts have raised their fair value estimate for Blue Bird from $59.13 to $62.38, citing continued improvements in gross margins and strong management execution. These factors are driving better performance prospects.

Shared on 20 Sep 25

Fair value Increased 4.51%

Following an earnings beat and raised guidance driven by robust revenue growth, cost control, and sustained margin expansion, analysts have increased Blue Bird's consensus price target from $56.57 to $59.12. Analyst Commentary Earnings beat and raised guidance following Q3 results driven by strong management execution in both revenue growth and cost control.

Shared on 08 Aug 25

Fair value Increased 9.70%

Despite a notable decline in consensus revenue growth forecasts, an improved net profit margin for Blue Bird has led to an upward revision in the fair value price target from $51.57 to $56.57. What's in the News Blue Bird Corporation announces a share repurchase program of up to $100 million, funded by cash, future free cash flow, or debt, running through up to January 1, 2028.

Shared on 01 May 25

Fair value Decreased 1.99%

Shared on 23 Apr 25

Fair value Decreased 1.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25