Blue Bird CorpBLBD
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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
10% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 78
5.53% more ownership
Funds ownership: 106.64% [Q4 2024] → 112.17% (+5.53%) [Q1 2025]
8% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 37
0% more funds holding
Funds holding: 230 [Q4 2024] → 230 (+0) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 5 (+0) [Q1 2025]
10% less call options, than puts
Call options by funds: $12M | Put options by funds: $13.3M
13% less capital invested
Capital invested by funds: $1.33B [Q4 2024] → $1.16B (-$169M) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$49
20%
upside
Avg. target
$53
31%
upside
High target
$61
50%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Needham Chris Pierce | 20%upside $49 | Buy Reiterated | 27 May 2025 |
Barclays Adam Seiden | 23%upside $50 | Overweight Maintained | 8 May 2025 |
DA Davidson Michael Shlisky | 50%upside $61 | Buy Maintained | 21 Apr 2025 |
Financial journalist opinion
Based on 4 articles about BLBD published over the past 30 days
Positive
Seeking Alpha
3 hours ago
Blue Bird Still Looks Cheap For A Stock With This Much Visibility
Blue Bird delivered record EV sales in Q2 FY25, helping drive 3.8% YoY topline growth despite tough prior-year comps. Strong demand for both EV and traditional buses, plus a robust backlog of 4,900 units, provides solid sales visibility for upcoming quarters. Tariffs on Chinese components may temporarily moderate EV production, but ICE and alternative fuel bus demand supports overall volume growth.
Neutral
Zacks Investment Research
1 day ago
Why Blue Bird (BLBD) Dipped More Than Broader Market Today
Blue Bird (BLBD) reached $40.80 at the closing of the latest trading day, reflecting a -1.14% change compared to its last close.
Positive
Zacks Investment Research
2 weeks ago
Wall Street Analysts Think Blue Bird (BLBD) Is a Good Investment: Is It?
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?
Neutral
Business Wire
3 weeks ago
Blue Bird's Foundation Donates More Than $50,000 to Community Groups in Georgia
MACON, Ga.--(BUSINESS WIRE)--The Blue Bird School Bus Foundation, charitable arm of iconic school bus manufacturer Blue Bird Corporation (Nasdaq: BLBD), continues to advance the education, health, and safety of children in its home state of Georgia. The Foundation hosted a community event at its corporate headquarters in Macon, Ga., and awarded a total of $53,300 to ten local area nonprofit organizations, including: 1. Atrium Health Navicent The Medical Center 6. Peach Association for Intellect.
Positive
Zacks Investment Research
1 month ago
Blue Bird (BLBD) Is Considered a Good Investment by Brokers: Is That True?
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?
Neutral
Seeking Alpha
1 month ago
Blue Bird: Made In America Sentiment Matters - Upgrade To Buy
BLBD has already emerged as a potential winner in the school bus segment during the intensified tariff war, as its competitors report impacted sales. The same has already been observed in its double beat FQ2'25 performance and reiterated FY2025/ long-term (2028+) guidance, thanks to its highly strategic US-based presence. While tariffs may pose COGS headwinds from 2026 onwards, we may see BLBD raise prices instead, allowing them to navigate the near-term uncertainties.
Positive
Seeking Alpha
1 month ago
Blue Bird Corporation: A Strong Play, Even In Light Of Tariff Terror
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.
Neutral
Seeking Alpha
1 month ago
Blue Bird Corporation (BLBD) Q2 2025 Earnings Call Transcript
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.
Positive
Zacks Investment Research
1 month ago
Blue Bird (BLBD) Q2 Earnings Match Estimates
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.
Neutral
Business Wire
1 month ago
Blue Bird Reports Fiscal 2025 Second Quarter Results; Beats Second Quarter Guidance With Record Result; Reaffirms 2025 Guidance and Long-Term Outlook
MACON, Ga.--(BUSINESS WIRE)--Blue Bird Corporation (“Blue Bird”) (Nasdaq: BLBD), the leader in electric and low-emission school buses, announced today its fiscal 2025 second quarter results. Highlights (in millions except Unit Sales and EPS data) Three Months Ended March 29, 2025 B/(W) Prior Year Six Months Ended March 29, 2025 B/(W) Prior Year Unit Sales 2,295 41 4,425 42 GAAP Measures: Revenue $ 358.9 $ 12.9 $ 672.7 $ 9.1 Net Income $ 26.0 $.
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