Investors interested in stocks from the Automotive - Domestic sector have probably already heard of Blue Bird (BLBD) and Tesla (TSLA). But which of these two stocks presents investors with the better value opportunity right now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here is how Blue Bird (BLBD) and Garrett Motion (GTX) have performed compared to their sector so far this year.
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?
In the latest trading session, Blue Bird (BLBD) closed at $51.48, marking a +1.12% move from the previous day.
BLBD is reiterated as a Buy due to their robust execution, the expanding margins, and the resilient pricing power despite the regulatory/tariff headwinds. The higher ASPs have triggered the richer gross/adj EBITDA margins, with it supporting the management's ambitious long-term (FY2029/FY2030) financial targets. Assuming that BLBD delivers the long-term production capacity of 12,000–13,500 units at current prices/margins, readers may look forward to rich upside potentials to my price target of $68.70.
Affordable EVs, new tax incentives and rising tariffs set the stage for renewed momentum across key domestic names like GM, PII and BLBD.
Blue Bird Corporation remains a solid "Buy," with strong financial growth, a robust balance sheet, and management confidence underscored by a $100 million buyback. BLBD delivered 901 electric buses in 2025, up from 704, and expects significant long-term growth as the United States transitions to clean energy. Management projects annual deliveries of 12,000–13,500 buses and $1.8–2.0 billion in revenue by 2029–2030, with EBITDA margin expansion to 15.5%–16%.
Blue Bird (BLBD) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Investors interested in Automotive - Domestic stocks are likely familiar with Blue Bird (BLBD) and Tesla (TSLA). But which of these two stocks is more attractive to value investors?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here is how Blue Bird (BLBD) and Garrett Motion (GTX) have performed compared to their sector so far this year.