BLBDIndustrials · Farm & Heavy Construction MachineryThe 8 Wall Street analysts covering Blue Bird Corp. hold a median 12-month price target of $86 — +29.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 72 of 100 as at 6 Aug 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Blue Bird Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (100): The business earns solid, repeatable profits on what it owns.
Accruals (13): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
The rank is the raw material. Whether the rules would actually own Blue Bird Corp. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on BLBD, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +29.5% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 20 July 2026 | Barclays | Maintains | Overweight | $75 → $85 |
| 25 June 2026 | Roth Capital | Assumes | Buy | $94 |
| 1 June 2026 | DA Davidson | Maintains | Buy | — |
| 7 May 2026 | Barclays | Maintains | Overweight | — |
| 7 May 2026 | BTIG | Maintains | Buy | — |
| 7 May 2026 | Needham | Maintains | Buy | — |
| 6 Feb 2026 | Freedom Broker | Maintains | Buy | — |
| 5 Feb 2026 | Barclays | Maintains | Overweight | — |
| 5 Feb 2026 | BTIG | Reiterates | Buy | — |
| 5 Feb 2026 | Needham | Maintains | Buy | — |
| 25 Nov 2025 | B of A Securities | Maintains | Buy | — |
| 25 Nov 2025 | BTIG | Reiterates | Buy | — |
| 25 Nov 2025 | DA Davidson | Maintains | Buy | — |
| 25 Nov 2025 | Needham | Reiterates | Buy | — |
| 20 Nov 2025 | DA Davidson | Maintains | Buy | — |
| 3 Nov 2025 | Needham | Maintains | Buy | — |
| 16 Sept 2025 | BTIG | Maintains | Buy | — |
| 7 Aug 2025 | Needham | Maintains | Buy | — |
| 27 May 2025 | Needham | Reiterates | Buy | — |
| 8 May 2025 | Barclays | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 41% of US stocks
Cheaper than 63% of US stocks
Cheaper than 13% of US stocks
Cheaper than 33% of US stocks
Higher than 26% of US stocks
Higher than 52% of US stocks
Higher than 22% of US stocks
Higher than 67% of US stocks
Higher than 68% of US stocks
Higher than 93% of US stocks
Higher than 98% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. BLBD appears on the weeks it earns a place.
Blue Bird Corporation's Q3 2026 earnings call transcript was published on Seeking Alpha, documenting the company's quarterly earnings discussion with management.
Why it matters — BLBD watchers would care because the transcript provides direct insight into management's commentary and context around the company's most recent quarterly results.
Blue Bird reported quarterly earnings of $1.28 per share for Q3, topping the Zacks Consensus Estimate of $1.22 per share and exceeding the $1.19 per share earned in the same quarter a year ago.
Why it matters — The earnings beat the analyst consensus and improved year over year, signalling a stronger-than-expected quarter for shareholders and those tracking Blue Bird's performance.
Blue Bird Corp. reported fiscal 2026 third-quarter revenue of $517 million and adjusted EBITDA of $71 million, exceeding its guidance across all metrics. The company also raised its full-year adjusted EBITDA outlook.
Why it matters — The earnings beat and upward revision to the full-year outlook signal stronger-than-expected operational performance for the school-bus manufacturer.
Blue Bird Corporation announced its fiscal 2026 third quarter financial results for the period ended June 27, 2026. Unit sales rose by 1,058 to 3,525 for the quarter (7,808 for the nine months, up 916), and revenue increased $119.1 million to $517.2 million for the quarter ($1,202.9 million for the nine months, up $132.1 million).
Why it matters — The reported year-over-year gains in unit sales and revenue indicate growth in Blue Bird's core school bus business during the fiscal 2026 third quarter.
Blue Bird Corporation announced a definitive agreement with Ford Motor Company to design, manufacture, and sell the next generation of F-53/F-59 commercial stripped chassis, expanding its commercial vehicle presence beyond its school bus business.
Why it matters — The agreement extends Blue Bird's operations into a new commercial stripped chassis segment through a partnership with Ford, broadening its product portfolio and potential market reach.
The 8 Wall Street analysts covering Blue Bird Corp. have a median 12-month price target of $86, with estimates ranging from $73 to $94. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering Blue Bird Corp., 7 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Blue Bird Corp. 72 out of 100 across roughly 4,600 US stocks as at 6 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Aug 2026, Blue Bird Corp. ranks 72 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (100 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +29.5% from the last close, and Ticker Nerd's factor model ranks Blue Bird Corp. 72 out of 100 as at 6 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Blue Bird Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BLBD are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $73 to $94 over the next 12 months.
Blue Bird Corp. returned +49.5% over the 12 months to 6 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Blue Bird Corporation is a leading manufacturer in the school bus industry, specializing in the design and production of a range of buses tailored to meet the needs of educational institutions and transportation services across North America. The company offers a variety of models, including Type A, C, and D buses, which cater to different capacities and usages.
The most recent item we track (Seeking Alpha, 6 Aug 2026): "Blue Bird Corporation (BLBD) Q3 2026 Earnings Call Transcript". Blue Bird Corporation's Q3 2026 earnings call transcript was published on Seeking Alpha, documenting the company's quarterly earnings discussion with management.
Blue Bird Corporation is a leading manufacturer in the school bus industry, specializing in the design and production of a range of buses tailored to meet the needs of educational institutions and transportation services across North America. The company offers a variety of models, including Type A, C, and D buses, which cater to different capacities and usages. Known for its emphasis on safety, Blue Bird incorporates advanced safety features and technologies to ensure the secure transportation of students. The corporation contributes significantly to the public and private educational sectors by providing essential vehicles for daily school commutes. Established in 1927, Blue Bird has consistently focused on innovation and sustainability, integrating alternative fuel options such as propane and electric drivetrains into its product lineup. This makes it a crucial player in the growing trend toward eco-friendly school transportation solutions, reinforcing its role in the broader push towards sustainable automotive practices. With headquarters in Fort Valley, Georgia, Blue Bird Corporation remains pivotal in shaping the future of student transportation and fostering advancements in bus safety standards.
CEO Mr. John Wyskiel · 2,008 employees · United States · https://www.blue-bird.com