Blue Bird: An Unexpected Chance To Buy A Long-Term Compounder
Seeking Alpha rated Blue Bird Corporation a buy following a 17% pullback, citing DCF-based fair value of $77–81 per share and potential upside of 18–24%. The company reported strong Q3 results with $517M revenue beating expectations, adjusted EPS meeting estimates, and raised FY26 EBITDA guidance to $245–250M, though risks include EPA Clean School Bus Program uncertainty and margin dilution from Micro Bird.
Why it matters — A BLBD watcher would care because the article highlights strong Q3 results and raised FY26 guidance while flagging specific near-term risks to the company's outlook.