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BKBKE

The Buckle, Inc.

$BKE·$2.2B·Apparel - Retail·Consumer Cyclical
$43.31-0.7%YTD-19.4%1Y-24.3%
Price updated 1h ago·X counts updated 4d ago
BKBKE
$BKEThe Buckle, Inc.
$43.31-0.73%8 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BKE 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.

8X posts · last 7 days
Sep 21Oct 4

AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Western-casual apparel retailer with Q2 revenue +4.6% YoY, 17% operating margin, 10x TTM earnings and shares down 21% YTD.

The Buckle operates mall-based casual-apparel stores in the US selling denim, footwear and accessories under the Buckle brand, so revenue depends on comp-store sales against the regional-mall foot-traffic cycle.

  • Q2 FY26 revenue $319.8M, +4.6% YoY with 17.4% operating margin; four consecutive quarters of 4.6-9.3% revenue growth, operating margin 17.4-25.2%
  • TTM: 10x earnings, 1.7x sales, 47% ROE, 49% gross margin, 21% operating margin, FCF yield 9.8%, debt-to-equity 0.86 — scaled-apparel economics with high dividend
  • FY26 (ending Jan) estimate: $1.24B revenue, $4.07 EPS; FY27 $1.36B, $4.30 EPS — modeling HSD-LDD revenue growth
  • YTD -21%, trailing-12m -26% at $42.69 against a $2.18B market cap
  • Sep 15: declared $0.35 quarterly dividend; Aug 30: director Angie Klein resigned citing new professional obligations
  • 'Boring Double-Digit Yield at an Attractive Price' coverage headline

The operating line is doing exactly what a mature apparel retailer should (HSD revenue growth, 20%+ margin, consistent dividends) but the equity has derated with the consumer-discretionary rotation. The 10x TTM multiple with FY27 EPS growth implies the dividend-plus-buyback return is intact.

What to watch: Nov 20 Q3 earnings and holiday-comp commentary — whether comps hold the recent 4-9% range or decelerate into Q4.

On the calendar: 2026-11-20 Q3 earnings

Read the AI verdict on $BKE

  • 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.

The Buckle retails casual apparel, footwear, and accessories targeting young adults through ~440 stores in smaller U.S. markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Retail sits in its cycle right now — and what that implies for $BKE.

Apparel - Retail · Consumer Cyclical

No material change from last week — Off-price retailers are the structural winners as value-conscious consumers trade down.

What this means for $BKE

Neutral — The Buckle retails casual apparel, footwear, and accessories targeting young adults through ~440 stores in smaller U.S. markets.

Industry benchmark

10-name peer basket
+1.8%YTD
+25.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
10.0How 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
22.2%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
20.8%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
9.8%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
1.7Same 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
46.9%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
49.0%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
0.9Total 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 21, 2026$0.87$0.81+7.4%
Q1 2026May 29, 2026$0.92$0.74+24.7%
Q4 2025Mar 13, 2026$1.59$1.51+5.3%
Q3 2025Nov 21, 2025$0.96$0.95+0.8%
Next earningsFri, Nov 20·consensus EPS $0.91

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$319.8M+4.6%47.8%17.4%$0.88—
Q1 FY26$288.7M+6.1%46.2%20.6%$0.93$34.7M
Q4 FY25$399.1M+5.3%52.6%25.2%$1.60$101.4M
Q3 FY25$320.8M+9.3%48.0%19.0%$0.97$38.4M

Forward consensus

4-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.2B$4.07$4.04 – $4.102
FY27$1.4B$1.4B – $1.4B$4.30$4.30 – $4.301
FY28$1.4B$1.4B – $1.4B$4.15$4.15 – $4.151
FY29$1.5B$1.5B – $1.5B$4.30$4.30 – $4.301

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.0.9×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.22%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.+1.2%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.-9.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 30.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% 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.β1.055-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

SellJun 8Bill L FairfieldDirector2.5K sh$111K
+ 4 other (3 gifts · 1 other) in window

See when $BKE 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
Free, forever. No credit card.

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

8-KOfficer or director changeAug 318-K — Item 5.02: Officer or director change
AI summary

The Buckle, Inc. disclosed that board director Angie J. Klein resigned, effective August 30, 2026, citing obligations related to her new professional role; she had served since December 2019. Her departure was not due to any disagreement with the company's operations, policies, or practices. Routine board attrition with no material business or financial implications.

8-KShareholder voteJun 28-K — Item 5.07: Shareholder vote · Item 8.01: Other event
3New insider — initial holdingsApr 133
+ 11 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

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

Bank of America Corp DE Purchases New Shares in Buckle, Inc. (The) $BKEdefenseworld.net·11d agoEnergy Transfer: Buckle Up, 2022 Is Repeatingseekingalpha.com·12d agoThe Buckle: A 'Boring' Double-Digit Yield At An Attractive Priceseekingalpha.com·15d agoWINTON GROUP Ltd Sells 18,082 Shares of Buckle, Inc. (The) $BKEdefenseworld.net·21d agoThe Buckle, Inc. Reports Quarterly Dividendbusinesswire.com·24d ago

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Voices on X · last 7 days

No standout posts about $BKE 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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