BNEDConsumer Cyclical · Specialty RetailThe 2 Wall Street analysts covering Barnes & Noble Education, Inc. hold a median 12-month price target of $17 — +30.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 74 of 100 as at 3 Nov 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 Barnes & Noble Education, Inc. 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
Accruals (85): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (14): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on BNED, 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +30.6% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Sept 2026 | Needham | Reiterates | Buy | $16 |
| 26 June 2026 | Needham | Upgrade | Buy | $16 |
| 26 June 2026 | Needham | Upgrade | Buy | — |
| 10 June 2026 | Northland Capital Markets | Initiates | Outperform | — |
| 24 May 2024 | Needham | Reiterates | Hold | — |
| 17 Apr 2024 | Needham | Reiterates | Hold | — |
| 12 Jan 2024 | Needham | Downgrade | Hold | — |
| 11 Jan 2024 | Craig-Hallum | Downgrade | Hold | — |
| 7 Dec 2023 | Needham | Reiterates | Buy | — |
| 4 Aug 2023 | Needham | Reiterates | Buy | — |
| 1 June 2023 | Needham | Reiterates | Buy | — |
| 10 Mar 2023 | Needham | Reiterates | Buy | — |
| 9 Mar 2022 | Needham | Maintains | Buy | — |
| 27 Oct 2021 | Needham | Maintains | Buy | — |
| 10 Mar 2021 | Needham | Maintains | Buy | — |
| 4 Sept 2020 | Craig-Hallum | Upgrade | Buy | — |
| 31 Mar 2020 | Craig-Hallum | Downgrade | Hold | — |
| 16 Mar 2020 | Craig-Hallum | Downgrade | Hold | — |
| 17 Sept 2019 | Sidoti & Co. | Downgrade | Neutral | — |
| 8 Apr 2019 | Needham | Initiates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
BNED appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Barnes & Noble Education, Inc. returned +54.1% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 38% of US stocks
Cheaper than 89% of US stocks
Cheaper than 51% of US stocks
Cheaper than 39% of US stocks
Higher than 30% of US stocks
Higher than 38% of US stocks
Higher than 20% of US stocks
Higher than 26% of US stocks
Higher than 50% of US stocks
Higher than 59% of US stocks
Higher than 65% of US stocks
Higher than 83% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Barnes & Noble Education, Inc. has a market value of $433.3M and an enterprise value of $706.7M.
Revenue in the twelve months to 31 July 2026: $1.7B. The latest quarter grew 0.8% year on year.
Net income over the same four quarters: $22.2M, a 1.3% net margin.
Free cash flow in the twelve months to 31 July 2026: $48.8M.
Trailing P/E: 19.5×; forward P/E: 12.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.55%, paying out 13% of earnings.
Barnes & Noble Education, Inc. employs 2,365 people — $726K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Barnes & Noble Education, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research reported that BNED was added to its Zacks Rank #1 (Strong Buy) List on November 4, 2026, alongside DBI, EQNR, LNG and ODD.
Why it matters — The item notes BNED’s inclusion on Zacks’ Strong Buy list, an update relevant to investors following the company.
Zacks Investment Research listed BNED among the income stocks in its Zacks Rank #1 (Strong Buy) list for November 4, 2026, alongside DBI and EQNR.
Why it matters — BNED watchers may note the stock’s inclusion in this Zacks income-stock list.
Zacks Investment Research reported that BNED was included, alongside EQNR and DBI, on its Zacks Rank #1 (Strong Buy) value stocks list for November 4, 2026.
Why it matters — BNED watchers may note the company’s inclusion on Zacks’ Strong Buy value-stock list.
Barnes & Noble Education passed Zacks Investment Research’s “Fast-Paced Momentum at a Bargain” screen. The item says the screen identifies stocks with strong recent momentum that are still trading at reasonable prices.
Why it matters — BNED watchers may note that the article characterizes the stock as having both recent momentum and a reasonable price.
Zacks Investment Research says its stock-selection approach emphasizes earnings estimates and estimate revisions through the Zacks Rank system, while also monitoring value, growth, and momentum trends. The excerpt does not state whether BNED is undervalued.
Why it matters — BNED watchers can see the article frames the valuation question around Zacks' broader indicators, but the provided excerpt offers no specific conclusion about BNED.
The 2 Wall Street analysts covering Barnes & Noble Education, Inc. have a median 12-month price target of $17, with estimates ranging from $16 to $19. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 2 analysts covering Barnes & Noble Education, Inc., 2 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Barnes & Noble Education, Inc. 74 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Barnes & Noble Education, Inc. ranks 74 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 Accruals (85 of 100).
No one can know that. What the data says: the median 12-month target from 2 analysts implies +30.6% from the last close, and Ticker Nerd's factor model ranks Barnes & Noble Education, Inc. 74 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Barnes & Noble Education, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BNED are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $16 to $19 over the next 12 months.
Barnes & Noble Education, Inc. returned +54.1% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Barnes & Noble Education Inc. is an education services company that supports colleges, universities, and K-12 institutions across the United States.
The most recent item we track (Zacks Investment Research, 4 Nov 2026): "New Strong Buy Stocks for November 4th". Zacks Investment Research reported that BNED was added to its Zacks Rank #1 (Strong Buy) List on November 4, 2026, alongside DBI, EQNR, LNG and ODD.
Barnes & Noble Education Inc. is an education services company that supports colleges, universities, and K-12 institutions across the United States. Barnes & Noble Education Inc. operates physical and virtual bookstores that provide course materials, including print and digital textbooks, rentals, and publisher-hosted digital courseware, alongside general merchandise, school spirit items, and convenience products. The company also offers wholesale textbook distribution and store technology solutions, such as inventory management and point-of-sale tools, to help institutions manage academic retail operations. Its product and service mix is designed to improve access to required learning materials and support campus commerce through integrated retail and digital offerings. Barnes & Noble Education Inc. plays a significant role in the education market by connecting students, faculty, and institutional partners with essential course content and bookstore services.
CEO Mr. Michael P. Huseby · 2,365 employees · United States · https://www.bned.com
