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Barnes & Noble Education, Inc.
BNED
NYSE·Consumer Cyclical·Specialty Retail·Mkt cap $452.7M
$12.19
▼ -7.65%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$5.90 - $14.75
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 15.0% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Unmatched campus retail footprint with 805 physical bookstores providing exclusive distribution access and brand loyalty
- Integrated omnichannel ecosystem connecting physical retail, virtual bookstores, and direct-to-student digital platforms
- Recurring revenue model tied to academic calendar with high customer switching costs and predictable demand cycles
- Proprietary technology platform (point-of-sale and inventory management) serving 350+ independent bookstores creates additional revenue stream
- Diversified product portfolio reducing dependence on textbook sales through merchandise, services, and subscription offerings
Bear Case
1 risk
- Average volatility.
Growth
Turning profitable
Positive revenue trend
Value
Attractively priced below Specialty Retail peer average
Momentum
Hot
+46.7% over 3m
Quality
Thin
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying BNED right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Jul 6, 2026
JUN 24, 2026
Reported EPS of $0.11 vs -$0.16 consensus (+165.6% surprise). Revenue of $267.5M vs $295.5M expected (-9.5%).
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+165.6%
Next: Jul 6, 2026
Revenue trend · last 8Q
—
—
-1%
+2%
+18%
+9%
-177%
+10%
Q4 24
Q1 24
Q2 24
Q3 25
Q4 25
Q1 25
Q2 25
Q3 26
$235.9M
$263.4M
$602.1M
$466.3M
$278.3M
$288.2M
$644.4M
$515.1M
Margins · last 8Q
Gross
17.2%
Operating
3.1%
Profit
1.3%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Needham · Jun 26, 2026