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BBBBY

Best Buy Co., Inc.

$BBY·$18B·Specialty Retail·Consumer Cyclical
$93.69-0.5%YTD+39.7%1Y+20.1%
Price updated 12m ago·X counts updated 5d ago
BBBBY
$BBYBest Buy Co., Inc.
$93.70-0.50%87 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BBY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

87X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BBY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-09

Small sample but clean directional flow. $1.3M went into Best Buy October $90 calls (5,000 contracts at $2.65), and multiple flow-tracker accounts are highlighting $BBY as a notable options trade of the day. Volume on the cons has been the one nagging concern.

Read what X is saying about $BBY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BBY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Best Buy is a cheap consumer-electronics retailer with option flow stacking into October $90 strikes.

Best Buy is the US consumer-electronics specialty retailer — gaming, PCs, appliances, home-theater. The business is slow but cash-generative and the dividend is reliable; the stock has grinded higher this year.

  • The business is stable: Q1 revenue +1.9% YoY at a 3.4% operating margin and ROIC of 13.5% — modest growth, with meaningful operating leverage into the PC-refresh and AI-PC cycle.
  • The option flow is specific: $1.3M into October $90 calls (5,000 contracts at $2.65), with multiple flow trackers highlighting it as the notable trade of the day — a dated bullish positioning setup.
  • 52-week range position is 79% with volume at 86% of average — the chart is in the upper range on normal volume; the one honest concern flagged in the thread is modest volume on the recent consolidation.

Nov 24 Q3 is the gate — any evidence of PC-refresh traction plus continued gaming-category strength extends the stock through $90. A soft same-store print or any tariff-driven margin compression and the stock gives back the YTD gain.

Agrees with X sentimentThe thread's option-flow framing is substantively grounded — the specific $1.3M October $90 call position with 5,000 contracts at $2.65 is a dated bullish setup, with the honest nagging-volume caveat.

What to watch: Nov 24 Q3 — same-store sales, PC-refresh and AI-PC category trajectory, operating-margin direction, and holiday guide. A soft comp or tariff margin pressure is the clear invalidator.

On the calendar: 2026-11-24 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Consumer discretionary bifurcation deepens as XRT falls -7.

What this means for $BBY

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

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
+3.1%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 $1.48

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$42.7B$42.6B – $42.8B$6.81$6.77 – $6.8715
FY28$43.4B$43.0B – $43.8B$7.24$6.70 – $7.8017
FY29$44.2B$43.5B – $44.9B$7.81$7.53 – $8.3011
FY30$44.9B$44.4B – $45.5B$8.93$8.81 – $9.085
FY31$45.6B$45.2B – $46.2B$9.70$9.57 – $9.864

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.1.3×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.94%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.+7.3%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.+27.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 197.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% 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.β1.285-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellSep 23Kathleen ScarlettSEVP, CHRO116.1K sh$10.7MSellSep 16Richard M SchulzeChair300.0K sh$27.8MSellJul 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$132K
+ 19 other (15 awards · 3 gifts · 1 exempt) 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

S-3ASRAuto-shelf registrationSep 25S-3ASR
AI summary

Best Buy Co., Inc. filed an automatic shelf registration statement on Form S-3ASR, which is available to large accelerated filers for immediate effectiveness without SEC review. The registration covers delayed and/or continuous offerings of Best Buy's debt and equity securities in amounts, at prices, and on terms to be determined at the time of each offering. Todd Hartman is designated as the agent for service of process. This shelf registration provides Best Buy with standing capital markets access for future financing transactions without the need for additional registration filings.

3/ANew insider — initial holdingsSep 233/A
AI summary

Anne L. Bramman, EVP and CFO of Best Buy Co. Inc. (BBY), filed an amended Form 3/A on September 23, 2026, reporting 10 shares of common stock directly owned that were inadvertently omitted from her original Form 3 filed August 21, 2026. The amendment corrects the record as of the original filing date. This is an immaterial administrative correction with no economic significance.

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.

+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 11-K) in window

Recent news

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

4 High-Yield Dividend Stocks to Buy Before October Endszacks.com·1d agoHere's Why Best Buy (BBY) is a Strong Value Stockzacks.com·2d ago5 Stocks Liked by Brokers Amid the Prevalent Uncertain Scenariozacks.com·3d agoStegent Equity Advisors Inc. Buys New Position in Best Buy Co., Inc. $BBYdefenseworld.net·3d agoBest Buy's Ads & Marketplace Expansion Opens New Growth Opportunitieszacks.com·8d ago

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Voices on X · last 7 days

No standout posts about $BBY on X in the last 7 days.

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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