Blue Bird Corp
BLBD
About: Blue Bird Corp is an American bus manufacturing company. It is an independent designer and manufacturer of school buses. The company operates in two segments; the Bus segment which involves the design, engineering, manufacture, and sales of school buses and extended warranties; and the Parts segment which includes the sales of replacement bus parts. Geographically, the company generates a majority of its revenue from its customers in the United States and the rest from Canada and Rest of the world.
Employees: 1,948
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
27% more capital invested
Capital invested by funds: $1.16B [Q1] → $1.47B (+$312M) [Q2]
25% more call options, than puts
Call options by funds: $9.63M | Put options by funds: $7.69M
0% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 41
1% less funds holding
Funds holding: 230 [Q1] → 228 (-2) [Q2]
4.12% less ownership
Funds ownership: 112.32% [Q1] → 108.19% (-4.12%) [Q2]
14% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 86
40% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 3 (-2) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
BTIG
Gregory Lewis
|
$65
|
Buy
Maintained
|
16 Sep 2025 |
|
Needham
Chris Pierce
|
$53
|
Buy
Maintained
|
7 Aug 2025 |
Financial journalist opinion
Based on 9 articles about BLBD published over the past 30 days
