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BBBBY

Best Buy Co., Inc.

$BBY·$17B·Specialty Retail·Consumer Cyclical
$82.44-1.3%YTD+28.1%1Y+13.5%
Mentions · last 7 days
2026-08-20: 9 posts2026-08-21: 39 posts2026-08-22: 23 posts2026-08-23: 30 posts133+23%
Price updated 2d ago·X counts updated 7d ago
BBBBY
$BBYBest Buy Co., Inc.
$82.44-1.34%133 posts+23%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BBY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-08-29

The move is getting stronger, with heavier trading behind it.

Comps flipped positive with a raised FY guide — the electronics retail cycle bottom is arriving.

Best Buy is the largest US consumer electronics retailer — a business that spent the last three years digesting the pandemic-pull-forward hangover and adapting to post-COVID category headwinds. The Q2 print with 4.1% same-store comps (versus 1% guided) and a raised FY27 guide is the specific data point that says the cycle bottom is behind.

What's actually here:

  • Comps just genuinely turned positive — Q2 same-store comps of +4.1% versus the +1% company guide is a meaningful beat; revenue growth of 1.9% (Q1) and 3.6% (Q2) after multiple quarters of declines is the trend flip that reprices retail multiples.
  • EPS beats keep landing — Q2 of $1.47 vs $1.38 (+6%) and Q1 of $1.28 vs $1.23 (+4%); operating margin expanded 160bps to 4.3%, showing operating leverage is arriving with the top-line turn.
  • The FY guide raise is substantial — FY27 EPS raised to $6.70-6.90 (versus consensus $6.55) and revenue to $42.3-42.8B; a beat-and-raise of this magnitude on comps and EPS forces the sell side to model the recovery, not just extrapolate the softness.
  • The tape is confirming with volume — position 78.7% of the 52-week range, essentially at the 50-day, 17% above the 200-day, on 2.65x volume (elevated); the sell-side is catching up in real time with PT bumps.

The forward path is that FQ3 earnings on Nov 24 delivering another positive-comp quarter with holiday-selling-season commentary reinforces the multi-quarter re-rating; the specific catalyst is any signal that traffic durability holds into Black Friday. The bear case is that the 5-6% pre-market decline puzzle mentioned in the sentiment (despite the beat) reflects concerns about the second half of the fiscal year — that's the specific caution to hold.

Agrees with X sentimentThe bullish X read on the Q2 beat-and-raise, +160bps operating margin expansion, and 'first Walmart-comp outperformance since 2020' framing is grounded in the reported numbers; the pre-market drop puzzle they mention is real but doesn't invalidate the operating turn.

What to watch: FQ3 earnings on Nov 24 — specifically comparable sales trajectory into the holiday quarter and any FY27 guide update. Traffic durability through Black Friday is the key operational metric.

On the calendar: 2026-11-24 — FQ3 2026 earnings

turnaround confirmed recentguide raise material

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment24 posts analyzed · as of 2026-08-29

Best Buy sentiment on X is bullish after a strong Q2 beat-and-raise. Revenue $9.78B beat $9.59B (+3.6% YoY), adj EPS $1.47 beat $1.38 (+15%), comparable sales +4.1% (vs 1% guide), operating margin +160bps to 4.3%, and FY27 guide raised to $42.3-42.8B revenue and $6.70-6.90 EPS (from $6.30-6.60). Morgan Stanley raised its PT to $90 from $80. Bulls note the turnaround is real and computing demand is still strong. No meaningful bearish voice.

Read the AI verdict + X sentiment for $BBY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Consumer electronics retailer selling computers, phones, and appliances through US and Canadian big-box stores.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $BBY.

Specialty Retail · Consumer Cyclical

No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

What this means for $BBY

Neutral — Consumer electronics retailer selling computers, phones, and appliances through US and Canadian big-box stores; limited read-through from specialty retail macro dynamics to this specific revenue mix.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+1.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
40.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
22.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 27, 2026$1.47$1.39+5.8%
Q1 2026May 28, 2026$1.28$1.23+4.1%
Q4 2025Mar 3, 2026$2.61$2.46+6.1%
Q3 2025Nov 25, 2025$1.40$1.31+6.9%
Next earningsTue, Nov 24·consensus EPS $1.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$8.9B+1.9%23.5%4.0%$1.31$215.0M
Q4 FY26$13.8B-1.0%20.9%2.3%$2.56$1.1B
Q3 FY26$9.7B+2.4%23.2%4.0%$0.66$-287.0M
Q2 FY26$9.4B+1.6%23.2%3.9%$0.88$574.0M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$42.0B$41.6B – $42.2B$6.55$6.41 – $6.7117
FY28$42.6B$42.4B – $42.8B$7.04$6.78 – $7.3317
FY29$43.3B$43.3B – $43.4B$7.71$7.58 – $7.949
FY30$43.3B$42.9B – $43.6B$8.70$8.59 – $8.794
FY31$44.0B$43.6B – $44.4B$9.45$9.33 – $9.553

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.79%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+17.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 197.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 14Richard M SchulzeChair300.0K sh$24.7MSellJul 13Richard M SchulzeChair600.0K sh$49.3MSellJun 26Richard M SchulzeChair224.7K sh$17.6MSellJun 25Richard M SchulzeChair193.9K sh$15.1MSellJun 16Richard M SchulzeChair5.1K sh$398KSellJun 15Richard M SchulzeChair76.3K sh$6.0MSellMay 29Richard M SchulzeChair500.4K sh$38.1MSellMay 29Mathew WatsonSVP, Controller & CAO1.8K sh$132KSellMar 23Mathew WatsonSVP, Controller & CAO3.3K sh$211KSellMar 23Kathleen ScarlettSEVP, Corp Affairs & HR8.0K sh$515K
1–10 of 14
+ 23 other (20 awards · 3 gifts) in window

See when $BBY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 213
8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change
AI summary

BBY announced a leadership Departure involving Certain Officers, who serves as Director. salary. Item 5.02 mandates timely disclosure of executive and director transitions, which can significantly affect BBY's strategic direction and investor confidence.

8-KOfficer or director changeJun 228-K — Item 5.02: Officer or director change
AI summary

Best Buy Co., Inc. announced on June 22, 2026 that Matt Bilunas, Senior Executive Vice President, CFO and Enterprise Strategy, will depart the company effective July 31, 2026. He will receive separation benefits under the company's ERISA plan per the April 30, 2026 proxy. No successor CFO was announced in this filing. A CFO departure at a major consumer electronics retailer is a material leadership change; the lack of a named successor creates transition risk at a time of continued retail industry pressure.

8-KShareholder voteJun 178-K — Item 5.07: Shareholder vote
AI summary

Best Buy Co., Inc. (NYSE: BBY) reported results of its June 12, 2026 annual shareholder meeting (Item 5.07). Standard vote items include director elections, say-on-pay advisory vote, and auditor ratification; specific tallies are in the exhibit not included in the excerpt. No officer changes or capital transactions are indicated. Routine governance filing for a large-cap consumer electronics retailer with no expected material strategic or financial impact.

SC 13D/AActivist amendmentJun 2SC 13D/A
AI summary

With filed Amendment No. 15 to Schedule 13D disclosing updated beneficial ownership in BBY (BBY). The filing covers approximately 12,859,275 shares of BBY. The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

8-KOfficer or director changeApr 228-K — Item 5.02: Officer or director change
AI summary

BBY (BBY) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Executive Officer. Individuals named in the filing include Employer Identification, Penn Avenue. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

+ 12 other (3 earnings 8-Ks · 2 proxys · 2 13Gs · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

3 Retail Stocks to Watch After a Big Consumer Earnings Weekmarketbeat.com·2d agoBest Buy Q2 Earnings Call Highlightsdefenseworld.net·2d agoBest Buy Announces Regular Quarterly Cash Dividendgurufocus.com·3d agoBest Buy Announces Regular Quarterly Cash Dividendbusinesswire.com·3d agoBest Buy Co Inc (BBY) (Q2 2027) Earnings Call Highlights: Strong Comps and Raised Guidance Signal Momentumgurufocus.com·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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