BLBD Share Price Performance
US$55.15
20.49 (59.12%)
29.3% undervalued intrinsic discount
US$78.00
Fair Value
Price US$55.15
AnalystHighTarget US$78.00
AnalystConsensusTarget US$63.75
AnalystLowTarget US$49.00
Fair ValueUS$78.00
Share Pricen/a
Blue Bird Corporation Stock Price
- 3 Narratives written by author
- 2 Comments on narratives written by author
- 78 Fair Values set on narratives written by author
BLBD Community Narratives
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Fair Value US$78 29.3% undervalued intrinsic discount
Accelerated Electrification And Decarbonization Will Revitalize Student Transit Systems
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Fair Value US$63.75 13.5% undervalued intrinsic discount
BLBD: Gross Margin Improvements Will Drive Continued Outperformance This Year
3users have liked this narrative
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43users have followed this narrative
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Fair Value US$49 12.6% overvalued intrinsic discount
Tariffs And Headwinds Will Depress Bus Demand Despite Subsidies
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Accelerated Electrification And Decarbonization Will Revitalize Student Transit Systems
Key Takeaways An understated replacement demand, strong electrification position, and innovative tech adoption poise Blue Bird for sustained revenue growth and margin expansion. Diversification into new markets and automation efforts support higher-margin, less cyclical revenue streams while boosting competitiveness in technology-rich vehicle segments.Read more
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AN
US$78
29.3% undervalued intrinsic discount
Fair Value
Revenue
4.43% p.a.
Profit Margin
10.4%
Future PE
17.31x
Price in 2029
US$97.06
Tariffs And Headwinds Will Depress Bus Demand Despite Subsidies
Key Takeaways Tariffs, demographic shifts, and subsidy reliance threaten demand, revenue stability, and long-term market size for Blue Bird's electric and alternative-fuel buses. Rising competition, cost inflation, and persistent supply chain issues jeopardize Blue Bird's margins, pricing power, and sustainable earnings growth.Read more
36
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AN
US$49
12.6% overvalued intrinsic discount
Fair Value
Revenue
4.28% p.a.
Profit Margin
9.37%
Future PE
12.13x
Price in 2029
US$61
BLBD: Gross Margin Improvements Will Drive Continued Outperformance This Year
Key Takeaways Ongoing government incentives and societal momentum toward cleaner transportation support Blue Bird's long-term revenue and volume growth in alternative-fuel school buses. Operational improvements and increased high-margin EV and alt-fuel sales are expected to drive sustainable margin expansion and greater earnings resilience.Read more
396
users have viewed this narrative3users have liked this narrative
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43users have followed this narrative
AN
US$63.75
13.5% undervalued intrinsic discount
Fair Value
Revenue
3.89% p.a.
Profit Margin
9.35%
Future PE
15.71x
Price in 2029
US$79.81
Trending Discussion
Recently Updated Narratives
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BLBD: Higher Margin Outlook And Buybacks Will Support Future Share Gains
Fair Value: US$78 29.3% undervalued intrinsic discount
5 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
BLBD: Incremental Price Hikes And Buybacks Will Still Restrain Further Upside
Fair Value: US$49 12.6% overvalued intrinsic discount
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BLBD: Strong Q1 Outlook And Conservative FY26 Guidance Are Expected To Support Upside
Fair Value: US$63.75 13.5% undervalued intrinsic discount
43 followersusers have followed this narrative
2 commentsusers have commented on this narrative
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Snowflake Analysis
Blue Bird Corporation Key Details
About BLBD
- Founded
- 1927
- Employees
- 2010
- CEO
- WebsiteView website
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. Blue Bird Corporation was founded in 1927 and is headquartered in Macon, Georgia.
