BLBD · NASDAQ · STOCK
Blue Bird (BLBD) Stock Analysis
$61.73
52W $46.14 – $83.39
66/100
$1.96B
7.3
1.35
⚠
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.
Is BLBD Bullish or Bearish?
Bullish.
Innellis AI committee rates Blue Bird Corporation (BLBD) Buy with a composite score of 66/100
, based on 5 analysts with 80% agreement.
Last updated September 17, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +9.33 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -10.67 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The primary driver is eps growing 135.2% yoy. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull & Bear Case
Bull Case
- P/E of 6.9 is inexpensive for the broad market — Value
- ROE of 76.2% shows genuine earnings power backing the valuation — Value
- EPS growing 135.2% YoY — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- News sentiment is positive (+0.17 across 6 articles, 14d) — News
Bear Case
- Price-to-book of 7.1x prices in significant intangible value — Value
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of September 17, 2026
Overall Committee Score
66/100
Agreement
80%
Analysts
5
Conviction
High
Sector Rank
Top 6%
of 178 Consumer Cyclical peers
Value Analyst
bullish
64
/ 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 6.9 is inexpensive for the broad market
− Price-to-book of 7.1x prices in significant intangible value
Growth Analyst
bullish
78
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 135.2% YoY
Technical Analyst
neutral
58
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
63
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.17 across 6 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2514.55)
Investment Thesis Evolution
Committee score moved marginally from 65.7 to 65.7.
Comparing 2026-09-16 to 2026-09-17 (1 day apart).
Technical Analysis
RSI (14)
45.5
Neutral
MACD Histogram
0.609
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$52.01
Resistance
$61.83
Bollinger %B
0.56
Inside Bands
Price vs Moving Averages
EMA 9
$62.10
Below
EMA 21
$63.01
Below
EMA 50
$66.16
Below
EMA 200
$63.02
Below
Fundamental Analysis
Valuation
91
Growth
78
Profitability
72
Financial Health
85
Cash Flow
70
Valuation
P/E Ratio
7.3×
P/B Ratio
3.23×
PEG Ratio
0.06
Dividend Yield
0.00%
52W High
$83.39
52W Low
$46.14
Quality & Growth
ROE
5000.5%
ROA
2042.7%
Gross Margin
2057.2%
Operating Margin
1177.3%
Revenue Growth YoY
—
Debt / Equity
0.18
AI Fundamental Assessment
P/E ratio of 7.3 (inexpensive relative to a 15-40x range); Price-to-book of 3.2x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 50.0%; Return on assets of 20.4%; Net margin of 17.5%; Gross margin of 20.6%; Current ratio of 1.64 (healthy short-term liquidity); Debt-to-equity of 0.18; Free cash flow per share is positive (4.47); Most recent quarter missed estimates by 3.5%; EPS growth accelerating (+0.0% -> +28.0% QoQ); Analyst estimates rising over recent quarters
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