Barnes & Noble Education, Inc.
$12.35-2.0%YTD+34.4%1Y+39.2%
Mentions · last 7 days
6-25%
Price updated 1h ago·X counts updated 1d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $BNED, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Specialty Retail sits in its cycle right now — and what that implies for $BNED.
Specialty Retail
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 $BNED
Neutral — Operates college and K-12 campus bookstores selling and renting physical and digital textbooks and publisher courseware; limited read-through from specialty retail macro dynamics to this specific revenue mix.
Top industry ETF
$XRTSPDR S&P Retail ETF
+3.2%YTD
+10.0%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
-44.8How 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
8.8%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
3.6%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
1.5%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
0.3Same 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
-3.6%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
19.1%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
1.1Total 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 2026Jul 9, 2026$0.13$0.07+78.6%
Q4 2025Mar 10, 2026$0.23——
Q4 2025Jan 20, 2026$-0.47$-0.81+42.0%
Q3 2025Nov 25, 2025$-0.68$-0.81+16.0%
Next earningsThu, Sep 3·consensus EPS $-0.48
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$515.1M+10.5%17.2%3.1%$0.19$-33.1M
Q2 FY26$644.4M+7.0%20.1%6.3%$0.73$61.9M
Q1 FY26$288.2M+9.4%19.2%-8.0%$-0.54$-71.3M
Q4 FY25$278.3M+18.0%20.3%10.2%$-0.68$49.5M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$1.7B$1.7B – $1.7B$0.56$0.56 – $0.571
FY26$1.7B$1.7B – $1.8B$0.23$0.23 – $0.231
FY27$1.8B$1.8B – $1.8B$0.85$0.85 – $0.861
FY27$1.8B$1.8B – $1.8B$0.80$0.79 – $0.801
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.0.6×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.76%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.+14.0%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.+32.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatTiny float · 9.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% 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.
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
SC 13D/AActivist amendmentJul 8SC 13D/A
AI summary
8-KPress release / Reg FDJun 248-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary
8-KShareholder voteMar 168-K — Item 5.07: Shareholder vote
+ 7 other (2 earnings 8-Ks · 1 10-K · 1 10-Q · 1 13G) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Barnes & Noble Education Reports Full-Year Fiscal 2026 Financial ResultsBarnes & Noble Education: Buy On Strong Preliminary FY 2026 Results And Decent OutlookWhy Barnes & Noble Education Stock Jumped 20% TodayBarnes & Noble Education, Inc. (BNED) Analyst/Investor Day TranscriptNYSE Content Update: Doncasters Raises $919 Million Ahead of NYSE Trading Debut
More in Specialty Retail
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · last 7 days
No standout posts about $BNED on X in the last 7 days.