NASDAQ: BLBD

Blue Bird (BLBD) Stock Analysis & Forecast

Oct 12 close

$56.290.00 (0.0%)

Gekko Brief

AI summaryOct 12 close

Blue Bird's week was shaped mainly by its balance sheet and by analyst commentary. The company closed a $600 million senior secured credit facility, replacing a prior $250 million facility and extending maturity to September 2031 with lower loan margins, giving it expanded borrowing capacity and financial flexibility. Separately, the stock drew a consensus "Buy" rating from brokerages, with one tally citing nine firms and an average 12-month price target of $85.33, alongside coverage noting a steeper-than-market drop in a recent session and comparisons with peer IDEX.

Blue Bird shares closed at $56.29, below both the 50-day average of $61.45 and the 200-day average of $62.59, with the 50-day sitting under the 200-day. The one-month return stands at -9%, the three-month at -27.2%, and the six-month at -12.7%, while the one-year return is 1.6%. The GekkoIndex reads 63.1, placing the stock in the Accumulation zone, down 0.5 over five days. Price sits 34.3% below the Gekko Fair Value of $85.67.

The next earnings date falls on 23 November 2026, 41 days out and after the close, beyond a typical 20-trading-day window; the last report on 5 August 2026 produced a -15.2% reaction despite an EPS beat ($1.25 versus $1.15 estimate), marking the 15th consecutive quarterly guidance beat. No insider, Congress, or unusual options activity appears in their respective 90-day and 30-day windows. Seasonality over 5 years shows an average 20-day return of 4.4% from this point, rising in 2 of those years. Analyst consensus from 7 firms remains unanimously "Buy," with a target of $89.12.

Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.

Blue Bird price vs fair value

$85.67$56.29Oct ’25Apr ’26Oct ’26
Close $56.29200-day averageGekko Fair Value $85.67

Blue Bird quick facts

Market cap
$1.78B
P/E ratio
6.8
Forward P/E
12.5
EPS, TTM
$8.45
Revenue, TTM
$1.61B
Profit margin
17.5%
Dividend yield
—
Beta
1.36
Volume
198,053 avg 499,654
1-year return
+1.6%
Typical daily move
±3.2%
Typical 20-day move
±9.1%
50-day average
$61.45
200-day average
$62.59
Next earnings
Nov 23 after close
Shares outstanding
31.35M
52-week range
$46.14$83.39

Blue Bird swing-trade checklist

Blue Bird scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive1 mixed1 headwind

  • Trendheadwind

    Below 50 and 200-day

    Close $56.29 is below the 50-day ($61.45) and 200-day ($62.59) averages, and the 50-day is below the 200-day.

    See the chart
  • GekkoIndexsupportive

    63.1, Accumulation

    Reading 63.1 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    34.3% below

    Price is 34.3% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 42 days

    Next report Nov 23, 2026, 42 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitymixed

    +4.4% on average

    From this point in the calendar, the next 20 trading days averaged +4.4% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Blue Bird stock chart and price history

Blue Bird closed at $56.29 on Oct 12, 2026, +1.6% over the past year, inside a 52-week range of $46.14 to $83.39.

Close50-day average200-day averageVolume
Blue Bird share price, past year, with 50-day and 200-day moving averages and volume$50$60$70$80NovDecJan 2026FebMarAprMayJunJulAugSepOct56.29

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−9.0%
3 months
−27.2%
6 months
−12.7%
1 year
+1.6%
The full BLBD chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open BLBD in Gekko

Follow Blue Bird through every session

Put BLBD on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.

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About Blue Bird

Blue Bird builds and distributes school buses, along with the parts that keep them running. Its lineup spans Type C and Type D models plus specialty configurations, and the company has put particular focus on alternative fuel options, including propane, gasoline, compressed natural gas, and electric buses. It is best known for this core school bus business, which reaches customers throughout the United States, Canada, and select international markets.

The company operates through two main divisions, one covering bus manufacturing and the other covering parts. Sales flow through a broad network of dealers as well as direct arrangements with fleet operators and government buyers at the federal and state level. A central distribution center handles parts logistics to support customers after the initial sale.

Blue Bird was founded in 1927 and is headquartered in Macon, Georgia. Its shares trade on the NASDAQ under the ticker BLBD.

Listed
NASDAQ
Sector
Consumer durables
Industry
Motor vehicles
Website
blue-bird.com

Blue Bird GekkoIndex: the smart money zone

Blue Bird’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 63.1, in the Accumulation zone, down 0.5 points over five sessions.

010063.1Accumulation

Down 0.5 points over five sessions.

Reading for Oct 12, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying13+5.3%+4.5%+3.9%+2.4%
Accumulation (current zone)243+0.1%+0.5%+1.3%+3.3%
Neutral358+0.8%+1.7%+3.5%+9.3%
Distribution44+0.1%+1.0%+1.7%+8.6%
Selling24+6.3%+9.4%+14.1%+21.7%

Average BLBD share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.2% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the BLBD price, zone by zone.Track BLBD in Gekko

Is Blue Bird stock overvalued? Gekko Fair Value

Blue Bird trades 34.3% below Gekko Fair Value of $85.67, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Blue Bird shares are worth, recalculated every trading day.

$85.67

Gekko Fair Value, Oct 9, 2026

34.3% Undervalued

At the end of Aug 2026 the price was 34.6% below the estimate.

Gekko Fair ValueShare price, month end
$86$56Aug 2026SepOct 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open BLBD in Gekko

Blue Bird insider and Congress trading

No open-market insider purchases were filed for Blue Bird, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for BLBD in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every BLBD insider filing, plotted on the chart in Gekko.Open BLBD in Gekko

Congress trades last 90 days

No trades in BLBD were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for BLBD, plotted on the chart in Gekko.Open BLBD in Gekko

Buybacks

Blue Bird has been buying back its own shares.

Bought back, quarter ended Jun 27, 2026
$2.57M
As a share of market cap
0.14%
Trailing four quarters
$31.11M

From company filings.

Blue Bird earnings: next date and track record

Blue Bird reports on Nov 23, 2026, after the close (42 days away), and beat the EPS estimate in 8 of its last 8 reports.

8 of 8reports beat the EPS estimate
±8%average move across the report
4 of 8reports followed by a gain

Share-price move across each report

−1.2%Nov ’24+3.0%Feb ’25−2.9%May ’25+19.9%Aug ’25−3.7%Nov ’25+5.9%Feb ’26+11.8%May ’26−15.2%Aug ’26

Last earnings call, Aug 5, 2026 AI summary

What they said
Blue Bird reported Q3 fiscal 2026 revenue of $517 million, up $119 million year-over-year, selling 3,525 buses with adjusted EBITDA of $71 million ($13M above prior year). The company beat guidance for the 15th consecutive quarter. EV sales comprised 10% of unit volume (355 units), with an EV backlog of ~800 units. Blue Bird closed the Micro Bird acquisition, expanding into Type A buses and commercial shuttles. Alt-powered buses represented 54% of unit sales mix.
Guidance
Management maintained a margin-neutral tariff strategy and expressed optimism for midterm school bus volumes driven by aging fleets and pent-up demand. EV order book extends into 2027, supported by intact EPA Clean School Bus funding rounds two through five.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 5, 2026$1.25
est $1.15
+8.7%$517.2M
est $485.7M
+6.5%−15.2%
May 6, 2026$1.00
est $0.87
+14.9%$353.0M
est $335.2M
+5.3%+11.8%
Feb 4, 2026$1.00
est $0.80
+25.0%$333.0M
est $326.9M
+1.9%+5.9%
Nov 24, 2025$1.32
est $1.05
+25.7%$409.4M
est $380.4M
+7.6%−3.7%
Aug 6, 2025$1.19
est $0.90
+32.2%$398.0M
est $380.4M
+4.6%+19.9%
May 7, 2025$0.96
est $0.95
+1.1%$358.9M
est $348.2M
+3.0%−2.9%
Feb 5, 2025$0.92
est $0.81
+13.5%$313.9M
est $357.6M
−12.2%+3.0%
Nov 25, 2024$0.77
est $0.65
+17.6%——−1.2%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Blue Bird stock forecast and analyst price targets

Analysts’ average 12-month price target for Blue Bird is $89.12, +58.3% from the last close, from 7 firms rating the stock in the last 90 days.

$89.12consensus 12-month target, +58.3% from the last close
Low $85High $95
Buy7
Hold0
Sell0

Each firm’s latest rating in the last 90 days: 7 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Oct 1Craig-HallumBuy, reiterated$93+65.2%
Aug 10Roth MKMBuy, maintained$93+65.2%
Aug 7Freedom Capital MarketsBuy, upgraded$88+56.3%
Aug 6Craig-HallumBuy, reiterated$93+65.2%
Aug 6D.A. DavidsonBuy, maintained$91+61.7%
+1.3%average 20-day move after past Accumulation readings
+4.4%average move over the next 20 trading days in the last 5 years
±3.2%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Blue Bird seasonality: the next 20 trading days

Over the next 20 trading days from Oct 10, Blue Bird averaged +4.4% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

+25.1%2021+17.0%2022−8.7%2023−4.2%2024−8.2%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−1.7%1 of 5
Next 10 trading days−2.5%1 of 5
Next 15 trading days−0.4%2 of 5
Next 20 trading days+4.4%2 of 5
Next 30 trading days+7.4%2 of 5

For scale, BLBD’s typical 20-trading-day move in either direction is about 9.1%.

Blue Bird market cap and key statistics

Blue Bird’s market cap is $1.78B, with a P/E ratio of 6.8 and revenue of $1.61B over the last twelve months.

Valuation

Market cap
$1.78B
P/E ratio
6.8
Forward P/E
12.5
EPS, TTM
$8.45
Gekko Fair Value
$85.67

Trading

Volume
198,053
Avg volume, 20 days
499,654
52-week high
$83.39
52-week low
$46.14
Shares outstanding
31.35M

Financials

Revenue, TTM
$1.61B
Profit margin
17.5%
Return on equity
64.3%
Quarterly earnings growth, YoY
+370.5%

Risk and income

Beta
1.36
Typical daily move
±3.2%
Typical 20-day move
±9.1%

Blue Bird peers

Blue Bird’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
TSLATesla−1.2%Neutral11.8% above
GMGeneral Motors−0.3%Neutral11.2% below
RACEFerrari+0.1%Accumulation13.1% above
FFord Motor−1.3%Accumulation16.9% below
RIVNRivian Automotive−2.2%Buying19.9% below
STLAStellantis−2.7%Accumulation25.5% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Blue Bird stock FAQ

What is Blue Bird’s market cap?

Blue Bird’s market cap is $1.78B at the Oct 12, 2026 close of $56.29, with 31.35M shares outstanding. The shares trade on a P/E ratio of 6.8.

What is the Blue Bird stock forecast?

The consensus analyst 12-month price target for Blue Bird is $89.12, +58.3% from the last close. Of the 7 firms that rated the stock in the last 90 days, 7 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Blue Bird stock overvalued or undervalued?

On Gekko’s estimate Blue Bird is undervalued: the Oct 12, 2026 close of $56.29 is 34.3% below Gekko Fair Value of $85.67. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Blue Bird report earnings next?

Blue Bird is expected to report on Nov 23, 2026, after the market closes (42 days away). Analysts expect earnings of $1.48 per share on revenue of $551.5M. Blue Bird beat the earnings estimate in 8 of its last 8 reports, moving 8% on average across the report.

What is Blue Bird’s 52-week high and low?

Blue Bird’s 52-week high is $83.39 and its 52-week low is $46.14; it closed at $56.29 on Oct 12, 2026, +1.6% over the past year.

Is Blue Bird stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and earnings risk), 1 as mixed (seasonality) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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