Analysts have maintained their $62.00 price target on Build-A-Bear Workshop, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that leave their overall valuation view essentially unchanged.
What's in the News
- Longtime President and CEO Sharon Price John plans to retire after the June 11, 2026 shareholders meeting. Chief Operations and Experience Officer J. Christopher Hurt is set to take over as CEO and join the Board at that time, while John remains on the Board to support the transition (Executive Changes).
- The Board outlined a multi year CEO succession process that included evaluation of internal and external candidates, use of an external search firm, and extended preparation and mentoring for Hurt before assuming the top role (Executive Changes).
- The company issued fiscal 2026 guidance, calling for total revenue growth on a mid single digit basis and pre tax income ranging from a mid single digit decline to low single digit growth. This includes about US$16m of tariff related costs and roughly US$3m of longer range investments (Corporate Guidance).
- Build A Bear Workshop reported that from November 2, 2025 to March 11, 2026 it repurchased 305,134 shares for US$16.8m, completing a total of 903,878 shares bought for US$44.99m under the buyback program announced on September 11, 2024 (Buyback Tranche Update).
- The Board declared a quarterly cash dividend of US$0.23 per share, which is US$0.01 above the prior level, payable on April 9, 2026 to shareholders of record on March 26, 2026 (Dividend Increases).
- The company launched a Frosted Animal Cookie Collection that brings cookie themed plush products, accessories, and a new scent to stores and online, tying into its "The Stuff You Love" brand platform (Product Related Announcements).
Valuation Changes
- Fair Value: Maintained at $62.00 per share, with no change in the headline valuation output.
- Discount Rate: Adjusted slightly higher from 8.76% to 8.90%, reflecting updated assumptions in the model.
- Revenue Growth: Model input remains essentially unchanged at about 4.45%.
- Net Profit Margin: Model assumption is stable at roughly 9.04%.
- Future P/E: Assumption is broadly steady, moving from 17.53x to 17.60x in the updated analysis.
Have other thoughts on Build-A-Bear Workshop?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.