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Blue Bird Corporation Stock Price

NasdaqGM:BLBD Community·US$2.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 89 Fair Values set on narratives written by author
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BLBD Share Price Performance

US$61.84
5.60 (9.96%)
​
US$87.38
Fair Value
US$61.84
5.60 (9.96%)
29.2% undervalued intrinsic discount
US$87.38
Fair Value
Price US$61.84
AnalystConsensusTarget US$87.38
AnalystLowTarget US$82.00
AnalystHighTarget US$94.00
Fri, 7 Aug 26
Fair ValueUS$87.38
Share Pricen/a

BLBD Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$87.38 29.2% undervalued intrinsic discount

BLBD: Gross Margin Improvements Will Drive Continued Outperformance This Year

3users have liked this narrative
2users have commented on this narrative
46users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$82 24.6% undervalued intrinsic discount

Tariffs And Headwinds Will Depress Bus Demand Despite Subsidies

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$94 34.2% undervalued intrinsic discount

Accelerated Electrification And Decarbonization Will Revitalize Student Transit Systems

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
BLBD logo
Blue Bird
29.2% undervalued intrinsic discount

BLBD: Gross Margin Improvements Will Drive Continued Outperformance This Year

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Aug
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BLBD logo
Blue Bird
24.6% undervalued intrinsic discount

Tariffs And Headwinds Will Depress Bus Demand Despite Subsidies

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AN
AnalystLowTarget
AnalystLowTarget
Updated 21 Aug
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BLBD logo
Blue Bird
34.2% undervalued intrinsic discount

Accelerated Electrification And Decarbonization Will Revitalize Student Transit Systems

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AN
AnalystHighTarget
AnalystHighTarget
Updated 17 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
BLBD logo

BLBD: Ford Partnership And Chassis Expansion Will Shape Margin Durability Outlook

Fair Value: US$82 24.6% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
BLBD logo

BLBD: Ford Partnership And Replacement Demand Will Shape Future Earnings Power

Fair Value: US$87.38 29.2% undervalued intrinsic discount
46 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
BLBD logo

BLBD: Aging Fleet Replacement Cycle Will Support Future Share Gains

Fair Value: US$94 34.2% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Very undervalued with flawless balance sheet.

2 Risks
4 Rewards
View Full Analysis

Blue Bird Corporation Key Details

US$1.6b

Revenue

US$1.3b

Cost of Revenue

US$331.7m

Gross Profit

US$49.9m

Other Expenses

US$281.8m

Earnings

Last Reported Earnings
Jun 27, 2026
Next Reporting Earnings
n/a
8.90
20.57%
17.48%
13.3%
View Full Analysis

About BLBD

Founded
1927
Employees
2010
CEO
John Wyskiel
WebsiteView website
www.blue-bird.com

Blue Bird Corporation, together with its subsidiaries, designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally. The company operates through two segments, Bus and Parts. It offers Type C, Type D, and specialty buses; and alternative power options through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses, as well as diesel engines. The company also sells replacement bus parts; and provides extended warranties related to its products. Blue Bird Corporation sells its products through drop ship and a network of dealers, as well as directly to fleet operators, the United States government, and state governments; independent service centers; and maintains a parts distribution center. It has a collaboration with Ford Motor Company to create the next generation of F-53/F-59 commercial stripped chassis. Blue Bird Corporation was founded in 1927 and is headquartered in Macon, Georgia.

Recent BLBD News & Updates

Seeking Alpha • Aug 25

Blue Bird: A Meltdown Worth Buy Upgrade - Expanded TAM To Commercial Markets

Summary The aging school bus fleet from the 2008-2012 recession and COVID-19 pandemic periods underpins BLBD's multi-year, profitable growth tailwinds. Their diversified powertrains and bus types also allow them to report robust backlog trends, with their order intake growth outpacing industry averages. The Micro Bird acquisition and Ford partnership expand BLBD's addressable markets to the commercial/RV end markets while explaining the raised long-term targets. The rich margins come at discounted EV/EBITDA of 7.83x, with the oversold technicals underpinning the deep-value thesis. BLBD is upgraded to Buy near the $54s, albeit with volatility risks from the elevated short interest ratio and seasonally softer trading months through October. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 21

BLBD: Ford Partnership And Chassis Expansion Will Shape Margin Durability Outlook

Blue Bird's analyst fair value estimate has moved to $82 from $73 as analysts weigh recent price target revisions that highlight stronger revenue expectations, resilient legacy profitability and expanded opportunities from Micro Bird and the new Ford partnership, while also incorporating planned chassis program investment and updated margin and P/E assumptions. Analyst Commentary Recent research on Blue Bird highlights a mix of optimism about growth drivers and more cautious views around earnings quality, capital needs and future returns on investment.

Recent updates

No updates

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