When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Blue Bird Corporation's Q2 2025 results showed revenue growth and higher adjusted EPS, despite missing analysts' earnings expectations, reinforcing my 'strong buy' rating. Management's narrowed guidance and reaffirmed long-term outlook, along with undervalued stock pricing, highlight significant growth potential, especially in electric bus deliveries. Profitability metrics were mixed, but adjusted operating cash flow rose, and future projections suggest substantial upside potential, with shares trading at attractive multiples.
Blue Bird Corporation (NASDAQ:BLBD ) Q2 2025 Earnings Conference Call May 7, 2025 4:30 PM ET Company Participants Mark Benfield - Head, IR John Wyskiel - President & CEO Razvan Radulescu - CFO Conference Call Participants Mike Shlisky - D.A. Davidson Eric Stine - Craig-Hallum Tyler DiMatteo - BTIG Craig Irwin - ROTH Capital Partners Chris Pierce - Needham Operator Good morning or good afternoon.
Blue Bird (BLBD) came out with quarterly earnings of $0.96 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.89 per share a year ago.
The Zacks Consensus Estimate for BLBD's fiscal second-quarter EPS and revenues is pegged at 96 cents and $390 million, respectively.
Blue Bird Corporation is undervalued, trading at a forward non-GAAP P/E multiple of 8.8x, significantly lower than the sector median of ~17.7x. Despite uncertainty in EV bus adoption, BLBD benefits from an aging bus fleet and underinvestment in buses for the last 5 years. BLBD's recent financial performance exceeded expectations, with strong revenue and EPS, and management maintaining optimistic year-end guidance despite policy headwinds.
Blue Bird (BLBD) concluded the recent trading session at $35.36, signifying a -0.69% move from its prior day's close.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
The latest trading day saw Blue Bird (BLBD) settling at $34.50, representing a -1.6% change from its previous close.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Domestic auto players like TSLA, GM and BLBD are expected to withstand the industry headwinds better.