Blue Bird (BLBD) Stock Overview
Designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
BLBD Community Fair Values
Create NarrativeSee what 75 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
CE
Ceazar
Community ContributorCA$5.25FV • 1.3% overvalued intrinsic discount
30989.3%Revenue growth p.a.
966
4
0
18
Blue Bird Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$64.11 |
| 52 Week High | US$66.13 |
| 52 Week Low | US$34.70 |
| Beta | 1.39 |
| 1 Month Change | 12.89% |
| 3 Month Change | 27.43% |
| 1 Year Change | 78.03% |
| 3 Year Change | 245.98% |
| 5 Year Change | 150.43% |
| Change since IPO | 569.91% |
Recent News & Updates
BLBD: Higher Future P E Assumptions Will Constrain Further Share Upside
Analysts have raised the Blue Bird fair value estimate from $49.00 to $55.00. This change reflects updated assumptions on revenue growth, profit margins, and a higher future P/E multiple supported by recent price target increases from several research firms.
BLBD: Higher Margin Assumptions And Refined P/E Work Will Support Upside
Analysts have adjusted their price targets on Blue Bird by a few dollars, with updated valuations around $69.29 per share. These changes reflect refreshed views on discount rates, profit margin potential, and future P/E assumptions.BLBD: Higher Margin Assumptions And Lower Discount Rate Are Expected To Support Upside
Analysts have lifted their price targets on Blue Bird, supporting a move in the internal fair value estimate from $63.75 to about $69.29, citing updated views on discount rates, profit margins, and future P/E assumptions. Analyst Commentary Recent Street research has focused on higher price targets and refreshed assumptions for discount rates, profit margins, and future P/E multiples.Recent updates
BLBD: Higher Future P E Assumptions Will Constrain Further Share Upside
Analysts have raised the Blue Bird fair value estimate from $49.00 to $55.00. This change reflects updated assumptions on revenue growth, profit margins, and a higher future P/E multiple supported by recent price target increases from several research firms.BLBD: Higher Margin Assumptions And Refined P/E Work Will Support Upside
Analysts have adjusted their price targets on Blue Bird by a few dollars, with updated valuations around $69.29 per share. These changes reflect refreshed views on discount rates, profit margin potential, and future P/E assumptions.BLBD: Higher Margin Assumptions And Lower Discount Rate Are Expected To Support Upside
Analysts have lifted their price targets on Blue Bird, supporting a move in the internal fair value estimate from $63.75 to about $69.29, citing updated views on discount rates, profit margins, and future P/E assumptions. Analyst Commentary Recent Street research has focused on higher price targets and refreshed assumptions for discount rates, profit margins, and future P/E multiples.
BLBD: Higher Margin Outlook And Buybacks Will Support Future Share Gains
The analyst price target for Blue Bird has been raised by $2 to $78. Analysts point to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the change.BLBD: Incremental Price Hikes And Buybacks Will Still Restrain Further Upside
The analyst price target for Blue Bird has increased by a few dollars to incorporate updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. Recent target increases of $3, $5 and $8 from several firms have helped support the revised range.BLBD: Conservative FY26 Guidance And Modest Assumption Tweaks Will Limit Further Upside Potential
Analysts have lifted their average price target on Blue Bird by a single-digit dollar amount, reflecting updates to revenue growth, profit margin and future P/E assumptions following recent research in which several firms raised their targets by $3, $5, $8 and to $76. Analyst Commentary Recent research has centered on how Blue Bird's updated revenue, margin and P/E assumptions line up with current valuation.Blue Bird: Questions Remain
Feb 09BLBD: Strong Q1 Outlook And Conservative FY26 Guidance Are Expected To Support Upside
Analysts have raised their price target on Blue Bird by US$6 to US$76, citing revenue and EBITDA that were ahead of estimates, as well as a Q1 outlook and FY26 guidance they view as conservative but supportive of their updated view. Analyst Commentary Bullish Takeaways Bullish analysts point to revenues and EBITDA coming in ahead of both their own models and broader expectations, which they see as supportive of a higher valuation framework.BLBD: Continued Execution And Conservative FY26 Outlook Will Support Higher Shares
Narrative Update on Blue Bird Analysts have lifted their price target on Blue Bird to US$76 from US$70, citing revenue and EBITDA results ahead of expectations, along with a Q1 outlook that exceeded forecasts, while FY26 guidance was maintained and viewed as conservatively set by management. Analyst Commentary Recent commentary from bullish analysts centers on stronger than expected execution and a view that current guidance leaves room for upside over time.BLBD: Q1 Outperformance And Conservative FY26 Outlook Will Shape Fairly Balanced Prospects
Analysts lifted their fair value estimate for Blue Bird to US$49.00 from US$36.00, citing Street research that highlighted revenue and EBITDA outperformance versus expectations and a Q1 outlook that was well ahead of prior estimates, even as management maintained what analysts viewed as conservative longer term guidance. Analyst Commentary Street research has largely focused on Blue Bird's stronger than expected revenue and EBITDA, along with Q1 guidance that came in ahead of prior estimates.BLBD: Near Term Revenue And EBITDA Strength Will Support Higher Share Price
Analysts raised their price target on Blue Bird to $76 from $68 per share, citing stronger than expected recent revenue and EBITDA performance, along with a robust near term outlook that offsets only modest changes to long term growth and margin assumptions. Analyst Commentary Bullish analysts highlighted that the higher price target reflects growing confidence in Blue Bird's ability to convert operational momentum into sustained earnings growth.BLBD: Sustained Margin Gains Are Expected To Drive Stronger Share Price Momentum
Analysts have nudged their fair value estimate for Blue Bird higher from $62.38 to $63.75, citing recent price target increases driven by revenue and EBITDA beats, a better than expected near term outlook, and steadily improving margins supported by higher volumes and firmer pricing. Analyst Commentary Recent research notes highlight that bullish analysts are becoming more confident in Blue Bird's ability to sustain stronger revenue growth and margin expansion, which in turn supports higher valuation multiples and price targets.Blue Bird Corporation (NASDAQ:BLBD) Full-Year Results: Here's What Analysts Are Forecasting For This Year
Nov 27
BLBD: Continued Margin Improvement Will Drive Upward Share Price Momentum
Analysts have raised their price target for Blue Bird from $55 to $65 per share, citing continued margin improvements and strong post-earnings performance as key factors in their updated outlook. Analyst Commentary Following the recent price target increase, analyst commentary reflects both optimism about Blue Bird's outlook as well as awareness of potential challenges.BLBD: Gross Margin Improvements Will Drive Continued Outperformance This Year
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.Blue Bird Corporation (NASDAQ:BLBD) Shares Could Be 43% Below Their Intrinsic Value Estimate
Oct 05Government Funding And Fleet Renewal Will Drive Future Electrification
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.Blue Bird Corporation (NASDAQ:BLBD) Stock Rockets 26% But Many Are Still Ignoring The Company
Aug 28Government Funding And Fleet Renewal Will Drive Future Electrification
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.Returns On Capital Are A Standout For Blue Bird (NASDAQ:BLBD)
Aug 03It's A Story Of Risk Vs Reward With Blue Bird Corporation (NASDAQ:BLBD)
May 24Blue Bird (NASDAQ:BLBD) Has A Rock Solid Balance Sheet
Apr 21Why The 44% Return On Capital At Blue Bird (NASDAQ:BLBD) Should Have Your Attention
Apr 04Blue Bird Corporation: A Speculative Value Play
Mar 27At US$36.23, Is Blue Bird Corporation (NASDAQ:BLBD) Worth Looking At Closely?
Feb 26Blue Bird: No Floor In Sight - Pending Further Policy Clarity (Rating Downgrade)
Feb 17Blue Bird: Past Underperformance, But Long-Term Potential Is Too Good To Ignore - Reiterating Buy
Feb 09Blue Bird Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Feb 08Blue Bird (NASDAQ:BLBD) Could Easily Take On More Debt
Jan 17The Case Against Blue Bird
Jan 14Blue Bird's Unloved Status Triggers Rich Capital Appreciation Prospects
Dec 19We Ran A Stock Scan For Earnings Growth And Blue Bird (NASDAQ:BLBD) Passed With Ease
Dec 14Blue Bird: Oversold And Undervalued Heading Into 2025
Dec 12Blue Bird Is Positioned For Continued Growth, Looks Even More Attractive Now
Dec 04Analysts Have Made A Financial Statement On Blue Bird Corporation's (NASDAQ:BLBD) Yearly Report
Nov 28Blue Bird (NASDAQ:BLBD) Is Investing Its Capital With Increasing Efficiency
Nov 27Blue Bird: Shares Deserve To Take A Nice Ride Higher
Nov 27Blue Bird: A Hidden Gem On A Dip
Nov 18Should You Investigate Blue Bird Corporation (NASDAQ:BLBD) At US$41.72?
Nov 12BlueBird: Adding To My Position With A 100% Upside Target
Nov 08Initiating Blue Bird At A Strong Buy Into Year-End
Oct 20We Think Blue Bird (NASDAQ:BLBD) Can Stay On Top Of Its Debt
Oct 09Blue Bird Corporation (NASDAQ:BLBD) Doing What It Can To Lift Shares
Sep 17
Strategic Shifts And Federal Support Drive Electric Bus Maker's Financial Upturn
Strategic partnerships and lean manufacturing investments are poised to enhance production efficiency, lower costs, and improve Blue Bird's profitability.Blue Bird Corporation: It's Time To Turn This Bus Around (Rating Upgrade)
Sep 11Blue Bird: Lack Of Price Action On Q3 Make For A Buying Opportunity
Sep 05Blue Bird: No-Brainer Growth And Value Stock
Aug 09Why Blue Bird Corporation (NASDAQ:BLBD) Could Be Worth Watching
Aug 06Blue Bird: Strong Momentum And Good Fundamentals Make It A Buy
Jul 04Putting The Brakes On Blue Bird Corporation
Jun 24Blue Bird (NASDAQ:BLBD) Has A Pretty Healthy Balance Sheet
Jun 21Blue Bird Corporation (NASDAQ:BLBD) Shares Could Be 41% Below Their Intrinsic Value Estimate
May 30Blue Bird: Don't Miss The School Bus Before It Leaves
May 27Blue Bird Corporation (NASDAQ:BLBD) Might Not Be As Mispriced As It Looks
May 07Blue Bird: Ticks A Lot Of Boxes, But Wait For Stabilization On The Charts
Apr 24At US$35.90, Is It Time To Put Blue Bird Corporation (NASDAQ:BLBD) On Your Watch List?
Apr 11Blue Bird: Now A High Profit Growth Story
Mar 28Blue Bird Corporation Takes Me To School
Mar 13Shareholder Returns
| BLBD | US Machinery | US Market | |
|---|---|---|---|
| 7D | 0.9% | -0.08% | 0.6% |
| 1Y | 78.0% | 55.9% | 28.7% |
Return vs Industry: BLBD exceeded the US Machinery industry which returned 53.6% over the past year.
Return vs Market: BLBD exceeded the US Market which returned 27.6% over the past year.
Price Volatility
| BLBD volatility | |
|---|---|
| BLBD Average Weekly Movement | 6.8% |
| Machinery Industry Average Movement | 6.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Stable Share Price: BLBD has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: BLBD's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1927 | 2,010 | John Wyskiel | 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.
Blue Bird Corporation Fundamentals Summary
| BLBD fundamental statistics | |
|---|---|
| Market cap | US$1.94b |
| Earnings (TTM) | US$129.75m |
| Revenue (TTM) | US$1.50b |
15.6x
P/E Ratio1.4x
P/S RatioIs BLBD overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BLBD income statement (TTM) | |
|---|---|
| Revenue | US$1.50b |
| Cost of Revenue | US$1.18b |
| Gross Profit | US$314.43m |
| Other Expenses | US$184.67m |
| Earnings | US$129.75m |
Last Reported Earnings
Dec 27, 2025
Next Earnings Date
May 06, 2026
| Earnings per share (EPS) | 4.11 |
| Gross Margin | 20.97% |
| Net Profit Margin | 8.65% |
| Debt/Equity Ratio | 32.9% |
How did BLBD perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/30 06:40 |
| End of Day Share Price | 2026/04/30 00:00 |
| Earnings | 2025/12/27 |
| Annual Earnings | 2025/09/27 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Blue Bird Corporation is covered by 11 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Adam Seiden | Barclays |
| Joel Tiss | BMO Capital Markets Equity Research |
| Sherif El-Sabbahy | BofA Global Research |