Best Buy Co., Inc.

NYSE:BBY 주식 리포트

시가총액: US$12.5b

Best Buy 향후 성장

Future 기준 점검 2/6

Best Buy (는) 각각 연간 9.8% 및 1.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 42.9% 로 예상됩니다.

핵심 정보

9.8%

이익 성장률

11.73%

EPS 성장률

Specialty Retail 이익 성장10.1%
매출 성장률1.1%
향후 자기자본이익률42.89%
애널리스트 커버리지

Good

마지막 업데이트18 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • May 10

BBY: Margin Initiatives And Cost Discipline Will Support Earnings Resilience

Analysts have trimmed their average price targets on Best Buy by mid to high single digit dollar amounts, generally citing softer traffic, competitive pressure in consumer electronics, and tempered expectations for same store sales and earnings growth, despite recent profitability beats. Analyst Commentary Recent research on Best Buy clusters around a mixed but generally cautious view, with analysts adjusting price targets in both directions as they weigh solid execution against softer traffic and a competitive consumer electronics backdrop.
내러티브 업데이트 • Apr 22

BBY: Cost Discipline And New Profit Streams Will Offset Competitive Pressures

The analyst price target for Best Buy edges down to $72.50 from $74.85 as analysts factor in softer projected revenue growth, a slightly higher discount rate, and a more modest future P/E assumption, partly offset by stable profitability expectations. Analyst Commentary Street research on Best Buy has turned more cautious overall, with many firms trimming price targets even when acknowledging solid Q4 execution and stable profitability.
내러티브 업데이트 • Apr 06

BBY: Cost Discipline And Newer Initiatives Will Support Future Margins

Best Buy's analyst price targets have generally trended lower by roughly $5 to $15, into a range of $66 to $83, as analysts factor in softer comparable sales, competitive pressure in consumer electronics, and slightly lower forward earnings estimates, despite Q4 results that were better than many expected. Analyst Commentary Recent research on Best Buy reflects a tighter cluster of price targets, generally in the mid to high US$60s and low US$80s, as analysts update their models following the latest Q4 print and 2026 guidance.
Seeking Alpha • Apr 03

Best Buy: Despite Sales Headwinds, Dividend And Low P/E Are Tough To Ignore (Upgrade)

Summary Best Buy (BBY) has experienced a ~25% share price decline from its October peak, entering bear market territory. Despite weak comp sales and industry headwinds, BBY has maintained market share and recently increased its dividend by 1%. The stock's substantial price erosion and higher yield now make BBY appealing for income-focused investors. I am upgrading BBY to a buy, viewing current levels as a buy-the-dip opportunity despite ongoing sales weakness. Read the full article on Seeking Alpha
내러티브 업데이트 • Mar 23

BBY: Cost Discipline And New Revenue Streams Will Support Future Returns

Analysts have reduced the blended price target for Best Buy by about $8, reflecting tempered revenue growth expectations and tougher competitive trends, even as they point to resilient profitability and cost discipline. Analyst Commentary Recent Street research around Best Buy centers on a cluster of price target cuts that follow Q4 results and updated guidance, but the narrative is not one sided.
내러티브 업데이트 • Mar 09

BBY: Cost Discipline And New Profit Streams Will Support Future Earnings

The analyst price target in our model for Best Buy has been lowered from $82.38 to $74.85. This reflects how analysts are trimming earnings expectations and P/E assumptions after Q4 results and updated guidance, even as they highlight solid cost control, resilient profitability and ongoing competitive pressures in consumer electronics.
내러티브 업데이트 • Feb 23

BBY: Cost Discipline And Alternative Profit Streams Will Support Future Earnings

Analysts have trimmed their average price targets on Best Buy by single digits into the $70 to $99 range, reflecting growing caution around FY27 earnings power. At the same time, they highlight stable EBIT margins, ongoing cost discipline and support from newer initiatives and product cycles.
내러티브 업데이트 • Feb 09

BBY: Alternative Profit Streams And Cost Discipline Will Support Earnings Power

Analysts have lowered their Best Buy fair value estimate to $96.00 from $99.34, reflecting reduced price targets across several firms and a view that higher required returns and slightly softer margin assumptions now offset more constructive expectations for revenue and P/E multiples. Analyst Commentary Recent Street research on Best Buy reflects a mix of trimmed and raised price targets, but there is a clear pocket of bullish commentary around execution, category trends and earnings potential.
내러티브 업데이트 • Jan 25

BBY: Replacement Cycles And New Profit Streams Will Support Future Earnings

Analysts have trimmed their average price targets for Best Buy by a few dollars, reflecting slightly lower fair value estimates and growth assumptions. They continue to cite solid execution, replacement cycle support, and potential upside from newer initiatives and alternative profit streams.
내러티브 업데이트 • Jan 10

BBY: Limited Upside As Higher Margin Category Recovery Will Remain Uncertain

Analysts have made only a modest adjustment to their fair value estimate for Best Buy to about $63.68 from $63.00. This reflects updated views on discount rates, slightly higher long term revenue growth, broadly stable profit margins, and a marginally higher future P/E multiple, consistent with recent price target moves that balance solid execution with mixed demand signals and category recovery expectations.
내러티브 업데이트 • Dec 25

BBY: Alternative Profit Streams Will Drive Future Earnings And Margin Expansion

Analysts have nudged their blended price targets for Best Buy modestly higher, now clustering in the low to mid 90 dollar range from the high 80s previously. They point to solid execution, market share gains, and emerging alternative profit streams that are expected to support steady earnings and margin expansion.
내러티브 업데이트 • Dec 11

BBY: Alternative Profit Streams Will Support Future Earnings And Margin Expansion

Analysts have nudged our Best Buy fair value estimate slightly lower to approximately $83.90 per share, reflecting a modestly higher discount rate, even as they raise price targets into the low to high $90s on continued market share gains, improved comps, and expectations that newer initiatives and alternative profit streams will support durable earnings and margin growth. Analyst Commentary Bullish analysts remain broadly constructive on Best Buy, pointing to consistent execution, market share gains, and rising alternative profit streams as key supports for both earnings power and valuation.
내러티브 업데이트 • Nov 27

BBY: Ongoing Execution And Profit Stream Expansion Will Support Future Performance Amid Risks

Best Buy's fair value estimate has increased from $81.38 to $83.95. Analysts cite strong execution, market share gains, and an improved earnings outlook as primary drivers for the upward revision in price targets.
내러티브 업데이트 • Nov 07

BBY: Future Marketplace Expansion and Profit Streams Will Offset Margin Pressures

Best Buy's analyst price target has increased from $88 to $95, as analysts highlight stronger gross margin prospects and renewed confidence in alternative profit streams. This is supporting a more favorable business outlook.
내러티브 업데이트 • Oct 24

Retail Media Momentum And E-Commerce Expansion Will Shape Future Results

Best Buy’s analyst price target increased modestly, rising by $1 to $95. Analysts cited renewed confidence in retail media expansion, alternative profit streams, and robust recent earnings performance to support this adjustment.
분석 기사 • Sep 12

We Think You Can Look Beyond Best Buy's (NYSE:BBY) Lackluster Earnings

The market for Best Buy Co., Inc.'s ( NYSE:BBY ) shares didn't move much after it posted weak earnings recently. We did...
내러티브 업데이트 • Aug 29

AI-Driven Personalization Will Improve Consumer Engagement And Conversion Rates

Analysts have raised Best Buy’s price target to $78.76, citing optimism over the U.S. digital marketplace launch and expected SKU expansion, though some remain cautious on execution risks and near-term profitability. Analyst Commentary Bullish analysts highlight the significant growth potential from Best Buy's third-party digital marketplace launch, expecting a broad increase in the variety of products and vendors.
분석 기사 • Jul 30

Should You Investigate Best Buy Co., Inc. (NYSE:BBY) At US$66.44?

Let's talk about the popular Best Buy Co., Inc. ( NYSE:BBY ). The company's shares received a lot of attention from a...
분석 기사 • Jul 15

Is Best Buy (NYSE:BBY) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Jun 30

Investors Met With Slowing Returns on Capital At Best Buy (NYSE:BBY)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Seeking Alpha • Mar 19

Best Buy: Near-Term Share Price To Be Pressured By Tariff Uncertainty

Summary I maintain a hold rating for Best Buy due to uncertainty around tariffs and poor consumer spending, despite signs of recovery in 4Q24. Positive comp growth after 13 quarters and strong demand in computing and tablets indicate potential upside, especially with the Windows 10 upgrade cycle. Tariff concerns, with 60% of BBY’s cost of goods sold from China, pose a significant risk to near-term earnings and market sentiment. Read the full article on Seeking Alpha
Seeking Alpha • Feb 28

Best Buy: Juggling Tariff Risk, Consumer Weakness, Ecommerce Pressure (Downgrade)

Summary Best Buy's Q4 results may see a boost from strong countrywide holiday season electronics sales. A weak outlook may weigh more. Best Buy has continued to lose market share to ecommerce competition, combining with consumer weakness and major tariff uncertainty. The risks aren't completely reflected in BBY stock's valuation. I estimate -26% downside to a fair value of $65.9. Read the full article on Seeking Alpha
Seeking Alpha • Dec 31

Best Buy: It Is Better To Wait Given The Uncertainties In FY25

Summary I give a hold rating for Best Buy due to uncertainties in FY25 demand, despite expected strong 4Q24 performance. BBY's 4Q24 could see positive comparable sales growth, driven by holiday season demand and improving consumer sentiment. Risks include potential tariffs impacting consumer electronics costs and a weakening US consumer balance sheet, affecting FY25 demand. Read the full article on Seeking Alpha
새로운 내러티브 • Dec 09

Neutral for an average person like me.

Online sales account for nearly 33% of their revenue.
Seeking Alpha • Nov 27

Best Buy: With Weaker Spending, It's Best To Get Out Of This Stock (Rating Downgrade)

Summary Best Buy's Q3 results show a decline in sales, with a -3.2% y/y revenue drop and weaker-than-expected comparable sales, signaling near-term weakness. E-commerce pressure, declining same-store sales, and an unsustainable dividend raise concerns about Best Buy's long-term viability and profitability. Best Buy's heavy promotional spending to drive sales may cut into margins, especially with a more deal-oriented consumer base. With cash flow barely covering shareholder returns and secular risks shifting spending online, I recommend downgrading Best Buy to a sell rating. Read the full article on Seeking Alpha
Seeking Alpha • Nov 14

Best Buy: Q3 Outlook Remains Weak

Summary Best Buy Co., Inc. is soon reporting the company's Q3 results, likely having relatively weak earnings due to persisting consumer weakness. Over the long term, Best Buy's operating model is challenged by ecommerce competition, making for a weak growth outlook despite the company's good ability to maintain earnings power. BBY stock is valued for slightly more growth than I anticipate, marking an estimated -14% downside. Read the full article on Seeking Alpha
Seeking Alpha • Oct 15

Best Buy: Impressive Bull Run But Dividend Safety Remains A Concern

Summary Best Buy has experienced a strong price appreciation despite headwinds, with the stock up nearly 40% over the past year. The company's dividend safety is a concern, with a payout ratio over 100% due to declining cash flows. Best Buy's FY24 outlook is positive, with raised revenue and EPS guidance, but cash flow and comparable sales declines remain concerns. Given the current headwinds and valuation above the 5-year average P/E, I rate Best Buy a hold. Cash from operations & free cash flow are projected to grow to $2.77 billion and $1.86 billion, giving Best Buy sufficient cash flow to cover its dividend going forward. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:BBY - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
1/31/202943,0751,5421,9282,9139
1/31/202842,3661,4381,7572,59222
1/31/202741,7611,3581,5182,14822
1/31/202641,6911,0691,2581,962N/A
11/1/202541,8256451,5142,221N/A
8/2/202541,5987781,3522,064N/A
5/3/202541,4488831,2561,976N/A
2/1/202541,5289271,3922,098N/A
11/2/202442,2261,2701,0301,741N/A
8/3/202442,5371,2601,3712,106N/A
5/4/202442,8321,2431,2141,957N/A
2/3/202443,4521,2416751,470N/A
10/28/202343,5411,2761,3762,222N/A
7/29/202344,3721,2901,8302,714N/A
4/29/202345,1181,3221,9582,877N/A
1/28/202346,2981,4198941,824N/A
10/29/202247,9281,5501,1982,083N/A
7/30/202249,2511,7728241,679N/A
4/30/202250,7712,2009721,763N/A
1/29/202251,7612,4542,5153,252N/A
10/30/202152,3332,6441,3542,081N/A
7/31/202152,2762,5361,3072,003N/A
5/1/202150,3372,2343,5094,205N/A
1/30/202147,2621,7984,2144,927N/A
10/31/202045,5211,7274,8445,535N/A
8/1/202043,4321,6295,0305,728N/A
5/2/202043,0581,4352,6623,390N/A
2/1/202043,6381,5411,8222,565N/A
11/2/201943,2431,531N/A2,238N/A
8/3/201943,0691,515N/A1,925N/A
5/4/201942,9121,521N/A2,206N/A
2/2/201942,8791,464N/A2,408N/A
11/3/201843,4411,093N/A2,045N/A
8/4/201843,1711,054N/A2,557N/A
5/5/201842,7321,019N/A2,102N/A
2/3/201842,151999N/A2,141N/A
10/28/201740,2701,242N/A2,353N/A
7/29/201739,8951,196N/A1,952N/A
4/29/201739,4881,169N/A2,308N/A
1/28/201739,4031,207N/A2,557N/A
10/29/201639,5441,077N/A2,266N/A
7/30/201639,4181,014N/A2,311N/A
4/30/201639,413996N/A1,824N/A
1/30/201639,528807N/A1,343N/A
10/31/201540,114854N/A1,624N/A
8/1/201540,327841N/A1,756N/A

애널리스트 향후 성장 전망

수입 대 저축률: BBY 의 연간 예상 수익 증가율(9.8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: BBY 의 연간 수익(9.8%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: BBY 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: BBY 의 수익(연간 1.1%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: BBY 의 수익(연간 1.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BBY의 자본 수익률은 3년 후 42.9%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 09:19
종가2026/05/20 00:00
수익2026/01/31
연간 수익2026/01/31

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분석가 소스

Best Buy Co., Inc.는 46명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christopher GrajaArgus Research Company
Michael LasserBarclays
Alan RifkinBarclays