BNEDConsumer Cyclical · Specialty RetailThe 2 Wall Street analysts covering Barnes & Noble Education, Inc. hold a median 12-month price target of $17 — +38.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 73 of 100 as at 12 Oct 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 (18): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +38.9% 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.
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. BNED appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 12 Oct 2026, Barnes & Noble Education, Inc. returned +37.2% against +20.4% 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 90% of US stocks
Cheaper than 52% of US stocks
Cheaper than 40% of US stocks
Higher than 29% of US stocks
Higher than 37% of US stocks
Higher than 20% of US stocks
Higher than 26% of US stocks
Higher than 50% of US stocks
Higher than 60% of US stocks
Higher than 65% of US stocks
Higher than 84% 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 $433.7M and an enterprise value of $669.6M.
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: 2.74%, 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 →
Barnes & Noble Education said that after fall rush, it ended fiscal September on October 3, 2026, with no outstanding borrowings on its revolving credit facility and $4.1 million in cash.
Why it matters — The update gives BNED watchers a snapshot of its cash and revolving credit facility borrowings at the end of fiscal September.
Zacks Investment Research describes its approach to identifying stocks through the Zacks Rank, which emphasizes earnings estimates and estimate revisions, alongside value, growth, and momentum trends. The headline frames the discussion around whether BNED is suitable for value investors.
Why it matters — BNED watchers may find the item relevant because it considers the stock through value trends as well as Zacks’ earnings-estimate framework.
A Zacks Investment Research article examines how Barnes & Noble Education (BNED) and Motorsport Games Inc. (MSGM) have performed compared to their Consumer Discretionary sector so far this year. The piece assesses whether BNED is lagging its sector in year-to-date performance.
Why it matters — BNED watchers would gain insight into how the company's stock performance this year compares with its sector and a peer, informing their understanding of its relative market standing.
Barnes & Noble Education announced its board of directors declared a quarterly cash dividend of $0.08 per share of common stock, payable on October 29, 2026, to shareholders of record as of October 14, 2026.
Why it matters — The declared dividend provides BNED shareholders with a scheduled return on their investment, confirming the company continues to distribute quarterly cash payments.
Nova Southeastern University, in collaboration with Rodin Books and Barnes & Noble College, released a new book by President Emeritus George L. Hanbury II titled "Keep Your Aim Above Your Reach: The Practice of Transformational Leadership." All net proceeds from book sales will benefit student scholarships and research at the university.
Why it matters — This collaboration highlights Barnes & Noble College's ongoing role in university publishing and retail partnerships, which supports BNED's campus bookstore business.
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. 73 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Oct 2026, Barnes & Noble Education, Inc. ranks 73 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 +38.9% from the last close, and Ticker Nerd's factor model ranks Barnes & Noble Education, Inc. 73 out of 100 as at 12 Oct 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 +37.2% over the 12 months to 12 Oct 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 (GlobeNewsWire, 8 Oct 2026): "Barnes & Noble Education Highlights Continued Business Transformation and Milestone Balance Sheet Progress". Barnes & Noble Education said that after fall rush, it ended fiscal September on October 3, 2026, with no outstanding borrowings on its revolving credit facility and $4.1 million in cash.
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
