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Barnes & Noble Education, Inc.NYSE:BNED Stok Raporu

Piyasa Değeri US$409.8m
Hisse Fiyatı
n/a
1Y28.6%
7D-5.7%
1D0.4%
Portföy Değeri
​
Görünüm

Barnes & Noble Education, Inc.

NYSE:BNED Stok Raporu

Piyasa değeri: US$409.8m

Barnes & Noble Education (BNED) Hisse Özeti

Barnes & Noble Education, Inc. özellikle Amerika Birleşik Devletleri'nde kolej ve üniversite kampüsleri ve K-12 kurumları için kitapçılar işletmektedir. Daha fazla detay

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Adil değer tahminimizden 73.9% daha düşük bir oranda işlem görüyor

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Risk Analizi

Son 3 ayda önemli miktarda içeriden satış gerçekleşti


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Barnes & Noble Education, Inc. Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti Barnes & Noble Education
Tarihsel hisse senedi fiyatları
Güncel Hisse FiyatıUS$11.88
52 Haftanın En Yüksek SeviyesiUS$14.75
52 Haftanın En Düşük SeviyesiUS$5.90
Beta1.32
1 Aylık Değişim6.26%
3 Aylık Değişim9.59%
1 Yıllık Değişim28.57%
3 Yıllık Değişim-90.50%
5 Yıllık Değişim-98.58%
Halka arzdan bu yana değişim-99.18%

Son Haberler & Güncellemeler

Recent updates

Seeking Alpha • Jun 24

Barnes & Noble Education: Cheap On EBITDA, Risky On Cash Flow

Summary Barnes & Noble Education (BNED) is rated Hold due to early turnaround signs but unresolved cash flow and control risks. First Day program drives 32.1% YoY segment growth, offsetting traditional course material declines, yet margin and FCF conversion remain problematic. Despite 11.3% YoY revenue growth and improved net income, negative operating cash flow and weak balance sheet limit near-term upside. Valuation appears fair on adjusted EBITDA, but persistent negative FCF, dilution risk, and governance concerns warrant caution before upgrading. Read the full article on Seeking Alpha
Analiz Makalesi • May 29

Investors Will Want Barnes & Noble Education's (NYSE:BNED) Growth In ROCE To Persist

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analiz Makalesi • Apr 07

Barnes & Noble Education, Inc.'s (NYSE:BNED) Popularity With Investors Is Under Threat From Overpricing

There wouldn't be many who think Barnes & Noble Education, Inc.'s ( NYSE:BNED ) price-to-sales (or "P/S") ratio of 0.2x...
Seeking Alpha • Mar 12

Barnes & Noble Education: Profitable Quarter But Cash Flow Disappoints - Hold

Summary Barnes & Noble Education reported profitable third quarter results, with sales benefiting from persistent growth in the company's First Day program offerings. However, net income would have been negative without a sizable one-time benefit from the termination of liabilities related to a frozen retirement benefit plan. While Adjusted EBITDA increased by almost 30% on a year-over-year basis, improved profitability did not translate into higher cash generation. The decision to dilute shareholders even further shortly after completing a major recapitalization transaction has impacted investor sentiment. While BNED stock trades at a bargain valuation of just 4x estimated 2026 EV/Adjusted EBITDA, market participants will likely require management to deliver on its promises before reconsidering an investment. Read the full article on Seeking Alpha
Analiz Makalesi • Dec 14

There's Reason For Concern Over Barnes & Noble Education, Inc.'s (NYSE:BNED) Massive 35% Price Jump

Barnes & Noble Education, Inc. ( NYSE:BNED ) shares have had a really impressive month, gaining 35% after a shaky...
Seeking Alpha • Dec 13

Barnes & Noble Education: Strong Q2 Results But Questions Remain - Hold

Summary Barnes & Noble Education reported decent Q2/FY2025 results, driven by strong growth in First Day program contributions and ongoing cost savings initiatives. While revenues were down slightly due to additional store closures, Adjusted EBITDA of $66 million increased by more than 30% on a year-over-year basis. However, persistent shareholder dilution in combination with a lack of investor communication and recent key executive resignations is keeping my from getting more constructive on the shares. Considering the renewed overhang from this week's $40 million shelf registration, I am reiterating my "Hold" rating on the shares. Read the full article on Seeking Alpha
Analiz Makalesi • Dec 11

Barnes & Noble Education's (NYSE:BNED) Returns On Capital Are Heading Higher

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Seeking Alpha • Oct 22

Barnes & Noble Education: Unlocking Potential Through First Day Programs

Summary Barnes & Noble Education's First Day Complete program is driving growth, with the potential to significantly boost EBITDA through increased student adoption. Strengthened balance sheet supporting future expansion, with significant upside under new management. BNED's stock is undervalued, trading at <4x EV/FY26 EBITDA, with insiders aggressively purchasing shares. Potential Russell 2000 addition creates favorable conditions for BNED's stock. Read the full article on Seeking Alpha
Seeking Alpha • Sep 24

Barnes & Noble Education: ATM Offering Ahead Of Financial Results Raises Questions

Summary Barnes & Noble Education, Inc. reported mixed Q1/FY2025 results, with revenues coming in slightly below expectations and GAAP profitability impacted by charges related to the recent recapitalization transaction. A 32% increase in First Day program revenues helped to offset sales pressure from store closures, and Adjusted EBITDA benefited from a combination of cost savings and higher productivity. In the earnings press release, management projected substantially increased profitability and cash flow for FY2025. However, momentum has faded recently, and Friday's $40 million ATM Offering isn't exactly suited to instill investor confidence ahead of the company's all-important Q2/FY2025 results. While I am reiterating my “Hold” rating for now, investors should keep a close eye on Barnes & Noble Education's operating performance when the company reports crucial Q2/FY2025 results in early December. Read the full article on Seeking Alpha
Analiz Makalesi • Sep 24

Why We're Not Concerned Yet About Barnes & Noble Education, Inc.'s (NYSE:BNED) 26% Share Price Plunge

Barnes & Noble Education, Inc. ( NYSE:BNED ) shares have retraced a considerable 26% in the last month, reversing a...
Seeking Alpha • Jul 31

Barnes & Noble Education: Lifting Of The DOE Overhang Is A Significant Positive

Summary BNED has successfully transformed its business with First Day and First Day Complete courseware solutions, leading to significant EBITDA improvement. FDC revenue has rapidly grown, with potential for further growth as the majority of students are not currently enrolled in schools offering FDC. Proposed regulations by the DOE that could have impacted FDC programs were ultimately abandoned, providing a positive outlook for BNED's future growth. As BNED's FDC transformation continues, shares could appreciate significantly, with a $2 billion valuation ($73 / share) potentially attainable by FY27. Read the full article on Seeking Alpha
Seeking Alpha • Jul 19

Barnes & Noble Education: Recapitalization Transaction Strengthens, But Major Overhang Remains

Summary Following a heavily dilutive recapitalization transaction and subsequent 1:100 reverse stock split, Barnes & Noble Education's shares have been quite volatile as of late. Two weeks ago, the company reported better-than-expected results for FY2024 with Adjusted EBITDA exceeding management's projections amid a 37% increase in First Day program revenue. Going forward, cash flows should benefit from substantially lower average debt levels. As a result, Barnes & Noble might start to generate free cash flow in the current fiscal year. Thursday's break-out in BNED stock to new post-recapitalization highs on massive trading volume might very well result in some follow-through on Friday and going into next week. However, the federal government's recently announced plan to end automatic textbook fees remains a major overhang for the company. Given the potential make-or-break character of the proposed changes, I prefer to remain on the sidelines. Read the full article on Seeking Alpha
Seeking Alpha • Jul 03

Barnes & Noble Education Is Growing, But Not Fast Enough

Summary Barnes & Noble Education reported Q4 and full year earnings, showing a per-share loss for both periods. Revenue from BNC First Day increased 37% year over year to $474 million, a significant part of total revenue. The company faces risks such as heavy losses, competition in book-selling, seasonality, and potential dilution of shares. Read the full article on Seeking Alpha
Seeking Alpha • Apr 19

Barnes & Noble Education: Shares Crater After Proposed Recapitalization - Hold

Summary Last month, Barnes & Noble Education reported better-than-expected Q3/FY2024 results and reiterated expectations for full-year Adjusted EBITDA of $40 million. Unfortunately, the company also warned investors of a potential equity offering "at a substantial discount to the current market price" thus causing a 15% selloff in the shares. On Tuesday, the company announced a number of transactions to strengthen the balance sheet and enhance liquidity. In aggregate, the company will issue 2.58 billion (!) new common shares. Existing shareholders should consider participating in the rights offering in order to significantly reduce their average purchase price and bet on the market assigning a higher valuation to the recapitalized company. However, given the massive risks associated with the recently proposed end to automatic text book fees, at least in my opinion, Barnes & Noble Education remains a highly speculative investment. Read the full article on Seeking Alpha
Seeking Alpha • Jan 22

Barnes & Noble Education: After The DOE Scare, Why I've Tripled Down

Summary I've recently tripled down on my investment in BNED, buying more shares after a significant sell-off. The sell-off was triggered by an article suggesting a policy change that would affect BNED's business, but I believe the sell-off is irrational. I explain the benefits of BNED's First Day Complete program and argue that the sell-off is based on misunderstandings and fear. Read the full article on Seeking Alpha
Analiz Makalesi • Jan 11

An Intrinsic Calculation For Barnes & Noble Education, Inc. (NYSE:BNED) Suggests It's 33% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Barnes & Noble Education fair value estimate is US$1.65 Barnes...
Seeking Alpha • Dec 13

Barnes & Noble Education: After A Great Q2 2024, Look For $2 Per Share

Summary Barnes & Noble Education is a mispriced opportunity with the potential for a breakout and a near-term price target of $2 per share. BNED's Q2 FY 2024 results were strong, with impressive free cash flow, increased retail sales, and improved Adj. EBITDA. The company's First Day and First Day Complete business transformation is promising, and the adoption of this model is expected to drive major growth in Adj. EBITDA. Read the full article on Seeking Alpha
Seeking Alpha • Oct 05

Barnes & Noble Education: Making Sense Of The Transformation

Summary Barnes & Noble Education is attempting to pivot away from its traditional textbook model and survive through its new initiative called First Day Complete (FDC). FDC aims to convert campuses to a subscription-like model by bundling textbooks with tuition/course costs, potentially improving BNED's financial performance. BNED faces challenges such as poor forecasting, cannibalization of its legacy business, and competition from other entities launching similar models. The success of BNED's pivot remains uncertain. Read the full article on Seeking Alpha
Seeking Alpha • Jul 03

Barnes & Noble Education: Pressure On Revenue And Margin Remains

Summary The company lowered guidance for Q4 2023 (fiscal) due to lower revenue and unfavorable product mix. The sale of the DSS segment is in line with the company's strategic goals; however, in my opinion, it could put pressure on operating margins in the coming quarters. The operating profit of the company is still in the negative zone. Read the full article on Seeking Alpha
Seeking Alpha • Jan 25

Barnes & Noble Education: Losses Are Growing

Summary Barnes & Noble has missed EPS expectations for four consecutive quarters. Top and bottom line fundamentals are downward trending, generating negative cash from operations and taking on increasingly high debt with interest expenses. Its newer student subscription model shows promising growth but has yet to significantly impact total sales at $90 million in revenue. Investing is about growing your capital. Barnes & Noble Education, Inc. (BNED) has unfortunately been unable to do this for themselves or investors for a long time. Over the last five years, investors have seen the stock price drop by 70.23%. Five-year stock trend (SeekingAlpha.com) The business fundamentals have been trending downwards, with negative cash flow, total debt is increasing, and we see a spike in interest expenses. Although the company has grown revenue from its newer FDC business model, it continues to miss quarterly earnings expectations, and there is little obvious growth potential in the next year. For this reason, I do not recommend buying this stock and giving it a hold status. Company overview BNED is the college bookstore spin-off of the now privately owned Barnes and Noble book chain, established in 2015. At a glance, the business looks good. It is the number one operator of college bookstores. We can see that the company has a large footprint offline and online and reports high annual revenue. BNED overview (investor presentation) However, if we ignore COVID-inflicted FY21, revenue has been downward trending with little future growth prospect insight. The company has been producing losses for years. BNED was debt free until FY17, which has since increased to $573.6 million, and high-interest rates on loans are adding to expenses. Income statement trend (marketscreener.com) Annual total debt (SeekingAlpha.com) The company generates revenue through three business segments. Firstly, the most significant segment is retail, which includes 793 college, university or K-12 physical bookstores and 606 virtual bookstores. It accounted for 94% of annual sales in FY22. Secondly, there is the wholesale segment. The wholesale business is still one of the largest in the USA and accounts for 7.3% of annual sales. They sell to their 606 virtual bookstores and over 3000 physical bookstores. This segment also sells inventory application management solutions to 350 college bookshops. Thirdly, there is the smallest but fastest-growing segment, digital student solutions ((DSS)), at a share of 2.3%. It includes subscription-based services to help students with their academic performances. The increase in sales from FY21 to FY22 is not on trend due to the COVID-19 pandemic's impact. Business segments (marketscreener.com) We can see this if we look at Q2 2023's 13 and 26 weeks end in the table below. Only the DSS segment saw an increase over the three-month period, although retail has increased over the last nine months. Q2 23 Segment results for 3 and 9 months in thousands of dollars (sec.gov) One of the potential growth drivers is that the company has a new business model, the First Day Complete program, which is a subscription-based model that gives students access to all their required learning material before the start of the school term. However, it is currently insufficient to improve the overall business at less than $100 million in revenue. New revenue model (Investor Presentation 2023) Financials and valuation BNED has been producing back-to-back financial disappointments, missing earning expectations for four consecutive quarters. Last quarter the company reported revenues of $617.1 million, which was a decrease of 1.6% YoY from the quarter prior, and this is amidst an inflationary market. Its net income was $22.1 million, a decrease of 1.5% YoY, and the profit margin is at a low of 3.6%, which has remained similar YoY. If we look at earnings per share, the company is at $0.42 per share, a decrease of $0.01 from last year's Q2, and earnings missed analyst expectations by 45%.

Hissedar Getirileri

BNEDUS Specialty RetailUS Pazar
7D-5.7%-1.5%-1.1%
1Y28.6%0.9%15.1%

Getiri vs. Endüstri: BNED geçen yıl % 0.9 oranında getiri sağlayan US Specialty Retail sektörünü aştı.

Getiri vs Piyasa: BNED geçen yıl % 15.1 oranında getiri sağlayan US Piyasasını aştı.

Fiyat Oynaklığı

Is BNED's price volatile compared to industry and market?
BNED volatility
BNED Average Weekly Movement10.2%
Specialty Retail Industry Average Movement7.4%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

İstikrarlı Hisse Senedi Fiyatı: BNED son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.

Zaman İçindeki Volatilite: BNED 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
19653,074Jonathan Sharwww.bned.com

Barnes & Noble Education, Inc., ağırlıklı olarak Amerika Birleşik Devletleri’ndeki kolej ve üniversite kampüsleri ile K-12 eğitim kurumları için kitapçılar işletmektedir. Şirket, fiziksel ve sanal kitapçıları aracılığıyla yeni ve ikinci el basılı ders kitapları, dijital ders kitapları ve yayınevleri tarafından barındırılan dijital ders materyalleri dahil olmak üzere ders materyallerinin satış ve kiralama faaliyetlerinde bulunmaktadır. Ayrıca, derslerin ilk günü veya öncesinde öğretim kadrosu tarafından istenen ders materyallerini piyasa fiyatlarının altında sunan First Day ve First Day Complete programlarından oluşan BNC FIRST DAY uygun fiyatlı ders materyali erişim programları; ayrıca üniversite ve spor giyim, özel markalı okul ruhu ürünleri, yaşam tarzı ve sağlık ürünleri, teknoloji ürünleri, sarf malzemeleri, mezuniyet ürünleri ve günlük ihtiyaç ürünleri dahil olmak üzere genel ürünler de sunmaktadır.

Barnes & Noble Education, Inc. Temel Bilgiler Özeti

Barnes & Noble Education'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
BNED temel i̇stati̇sti̇kler
Piyasa değeriUS$409.83m
Kazançlar(TTM)US$16.87m
Gelir(TTM)US$1.71b
24.4x
F/K Oranı
0.2x
P/S Oranı

BNED aşırı değerli mi?

Gerçeğe Uygun Değer ve değerleme analizine bakınız

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
BNED gelir tablosu (TTM)
GelirUS$1.71b
Gelir MaliyetiUS$1.35b
Brüt KârUS$366.17m
Diğer GiderlerUS$349.30m
KazançlarUS$16.87m

Son Raporlanan Kazançlar

May 02, 2026

Sonraki Kazanç Tarihi

n/a

Hisse başına kazanç (EPS)0.49
Brüt Marj21.35%
Net Kâr Marjı0.98%
Borç/Özkaynak Oranı24.1%

BNED uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Temettüler

2.7%
Mevcut Temettü Verimi
n/a
Ödeme Oranı

BNED güvenilir bir temettü ödüyor mu?

BNED temettü geçmişine ve kıyaslamalara bakın
Yaklaşan bir temettüyü almak için ne zaman BNED satın almanız gerekir?
Barnes & Noble Education temettü tari̇hleri̇
Eski Temettü TarihiJul 16 2026
Temettü Ödeme TarihiJul 30 2026
Eski temettüye kadar geçen günler10 days
Temettü ödeme tarihine kadar geçen günler4 days

BNED güvenilir bir temettü ödüyor mu?

BNED temettü geçmişine ve kıyaslamalara bakın

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/24 18:55
Gün Sonu Hisse Fiyatı2026/07/24 00:00
Kazançlar2026/05/02
Yıllık Kazançlar2026/05/02

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Barnes & Noble Education, Inc. 4 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Alex FuhrmanCraig-Hallum Capital Group LLC
Ryan MacDonaldNeedham & Company
Owen RickertNorthland Capital Markets