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BNED Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
11.650
Open
11.370
VWAP
11.47
Vol
209.55K
Mkt Cap
418.07M
Low
11.220
Amount
2.40M
EV/EBITDA(TTM)
11.41
Total Shares
34.30M
EV
546.33M
EV/OCF(TTM)
24.43
P/S(TTM)
0.24
Barnes & Noble Education, Inc. is a contract operator of physical and virtual bookstores for college and university campuses and K-12 institutions across the United States. The Company is a provider of textbook wholesalers, and inventory management hardware and software. It operates approximately 1,120 physical and virtual bookstores, delivering educational content and general merchandise within an omnichannel retail environment. It offers its First Day affordable access course material programs, consisting of First Day Complete and First Day, which provide faculty-required course materials to students on or before the first day of class. The First Day Complete program is an institution and includes all the undergraduate classes and, on occasion, graduate classes, providing students with both physical and digital materials. Its solutions include academic solutions, college retail solutions, college insights and wholesale & store technology services.
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Events Timeline

(ET)
2026-06-24
16:30:00
Barnes & Noble Education Expects EBITDA of $85 to $92 Million for Fiscal 2027
select
2026-06-24
16:30:00
Company Expects FY26 Adjusted EBITDA of $75M-$77M
select
2026-01-20 (ET)
2026-01-20
08:20:00
Company Expects 15%-20% Growth in Adjusted EBITDA for Fiscal 2027
select
2026-01-20
08:20:00
Barnes & Noble Education Reiterates 2026 Outlook
select
2026-01-20
08:20:00
BNC First Day Program Revenue Up 29% Year-Over-Year
select

News

seekingalpha
8.5
06-26seekingalpha
Barnes & Noble Education Shifts to Subscription Model, Stock Rises 20%
  • Strategic Transformation: Barnes & Noble Education is shifting its revenue model from transactional retail to a subscription-like content approach, which analyst Ryan MacDonald believes creates a 'multi-year runway for growth,' enhancing market expectations for the company's future.
  • Upgraded Price Target: MacDonald has raised the stock rating for Barnes & Noble Education to 'Buy' with a target price of $16, indicating a 45% upside from Wednesday's closing price, reflecting confidence in the company's transformation strategy.
  • First Day Complete Strategy: The core 'First Day Complete' strategy bundles all required course materials into a flat-rate fee, with a current penetration of only 36%, indicating a significant 64% market opportunity yet to be tapped, which is expected to drive future revenue growth.
  • Optimistic Financial Outlook: Barnes & Noble Education anticipates FY26 revenue between $1.71 billion and $1.72 billion, representing a 6.2% to 6.8% increase year-over-year, while also raising its adjusted EBITDA outlook to $75 million-$77 million, showcasing strong execution and ongoing growth momentum.
CNBC
6.0
06-26CNBC
Major Wall Street Rating Changes on Friday
  • Diageo Upgrade: TD Cowen upgraded Diageo from hold to buy, citing valuation dislocation as an attractive entry point, with CEO-led cost cuts and reinvestment expected to restore growth and enhance commercial execution.
  • James Hardie Initiation: Stephens initiated coverage of James Hardie with an overweight rating and a $31 price target, highlighting its status as a high-quality company and its position as the second-largest composite decking manufacturer following its merger with AZEK.
  • Nike Downgrade: KeyBanc downgraded Nike from overweight to sector weight, indicating that the turnaround is taking longer than anticipated, with slight reductions in FY27 estimates reflecting higher-than-expected headwinds in China and EMEA.
  • American Tower Upgrade: RBC upgraded American Tower from sector perform to outperform, noting superior organic revenue growth compared to peers, despite rising interest rate pressures, indicating strong market potential.
NASDAQ.COM
2.0
06-25NASDAQ.COM
Barnes & Noble Education Stock Surges 20% on Mixed Earnings and Dividend Announcement
  • Mixed Earnings Report: Barnes & Noble Education's preliminary Q4 2026 earnings indicate expected revenues of approximately $263 million, down from $278.3 million year-over-year, while adjusted earnings per share are projected at $0.05, reflecting some profitability despite revenue decline.
  • Significant Stock Surge: Following the earnings report, Barnes & Noble Education's stock jumped 19.7% in Thursday's trading, marking a 128% increase from last November's lows, although it remains undervalued at 0.3 times trailing sales, indicating market skepticism about its future.
  • Dividend Program Initiation: The board announced a dividend of $0.08 per share, translating to an annual yield of 2.4%, which was revealed during Investor Day, suggesting the company aims to attract investor interest through this payout.
  • Strategic Business Transformation: The company is rebranding itself as a
Fool
9.5
06-25Fool
Barnes & Noble Education Shares Surge 19.7% on Mixed Q4 Earnings Report
  • Earnings Highlights: Barnes & Noble Education's preliminary Q4 2026 report indicates expected revenues of approximately $263 million, down from $278.3 million year-over-year, yet adjusted earnings per share are projected to be at least $0.05, showcasing some profitability.
  • Stock Price Surge: Following the earnings news, shares surged 19.7% on Thursday, marking a 128% rebound from last November's lows, although the stock has only gained 14% over the past year, reflecting cautious optimism about future growth.
  • Dividend Program Initiation: The board has approved a dividend program with the first payout scheduled for July 30 at $0.08 per share, which translates to an annual yield of 2.4% if maintained, potentially attracting income-focused investors.
  • Business Transformation Strategy: The company is rebranding itself as a “scaled B2B2C platform” with its First Day Complete initiative, bundling course materials into tuition fees, aiming to reach 1.4 million students by fall, although only 36% of eligible campuses have converted, indicating significant growth potential ahead.
seekingalpha
8.0
06-25seekingalpha
Barnes & Noble Education Declares Quarterly Dividend
  • Quarterly Dividend Announcement: Barnes & Noble Education has declared a quarterly dividend of $0.08 per share, payable on July 30, reflecting the company's financial stability and commitment to shareholder returns.
  • Yield Analysis: The forward yield of 2.64% not only attracts investors seeking stable cash flow but also enhances the company's market appeal within the education sector.
  • Return to Profitability: Preliminary fiscal 2026 results indicate that Barnes & Noble Education is expected to return to profitability, suggesting a gradual recovery in market competitiveness that may draw increased investor interest.
  • Risk Assessment: While the company appears cheap on EBITDA, cash flow risks remain, necessitating cautious evaluation of its long-term financial health to avoid potential financial distress.
seekingalpha
9.5
06-24seekingalpha
Barnes & Noble Education Reports Strong Fiscal 2026 Growth Driven by BNC First Day Programs
  • Significant Revenue Growth: Barnes & Noble Education anticipates fiscal 2026 revenue to reach $1.71B to $1.72B, reflecting a year-over-year increase of 6.2% to 6.8%, indicating strong performance in the education market.
  • Contribution from BNC First Day Programs: Revenue from BNC First Day programs is expected to grow by 27% to 28%, adding approximately $160M to $166M compared to fiscal 2025, further enhancing overall revenue.
  • Improved Profitability: The company expects net income to range from $15M to $18M, a significant turnaround from a net loss of $65.8M in the previous year, showcasing a marked improvement in profitability.
  • Debt Reduction: Total debt is projected to decline from $103.1M last year to $71M, with net debt expected to decrease by 33%, reflecting ongoing efforts in capital efficiency and financial health.

Valuation Metrics

The current forward P/E ratio for Barnes & Noble Education Inc (BNED.N) is 10.63, compared to its 5-year average forward P/E of -95.29. For a more detailed relative valuation and DCF analysis to assess Barnes & Noble Education Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-95.29
Current PE
10.63
Overvalued PE
251.63
Undervalued PE
-442.20

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
30.56
Current EV/EBITDA
8.46
Overvalued EV/EBITDA
186.41
Undervalued EV/EBITDA
-125.28

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.13
Current PS
0.23
Overvalued PS
0.22
Undervalued PS
0.04

Financials

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Frequently Asked Questions

What is Barnes & Noble Education Inc (BNED) stock price today?

The current price of BNED is 11.53 USD — it has increased 0.52

What is Barnes & Noble Education Inc (BNED)'s business?

Barnes & Noble Education, Inc. is a contract operator of physical and virtual bookstores for college and university campuses and K-12 institutions across the United States. The Company is a provider of textbook wholesalers, and inventory management hardware and software. It operates approximately 1,120 physical and virtual bookstores, delivering educational content and general merchandise within an omnichannel retail environment. It offers its First Day affordable access course material programs, consisting of First Day Complete and First Day, which provide faculty-required course materials to students on or before the first day of class. The First Day Complete program is an institution and includes all the undergraduate classes and, on occasion, graduate classes, providing students with both physical and digital materials. Its solutions include academic solutions, college retail solutions, college insights and wholesale & store technology services.

What is the price predicton of BNED Stock?

Wall Street analysts forecast BNED stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BNED is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Barnes & Noble Education Inc (BNED)'s revenue for the last quarter?

Barnes & Noble Education Inc revenue for the last quarter amounts to 515.09M USD, increased 11.29

What is Barnes & Noble Education Inc (BNED)'s earnings per share (EPS) for the last quarter?

Barnes & Noble Education Inc. EPS for the last quarter amounts to 0.19 USD, decreased -67.80

How many employees does Barnes & Noble Education Inc (BNED). have?

Barnes & Noble Education Inc (BNED) has 2200 emplpoyees as of July 07 2026.

What is Barnes & Noble Education Inc (BNED) market cap?

Today BNED has the market capitalization of 418.07M USD.