Blue Bird (NASDAQ:BLBD) Stock Price Expected to Rise, DA Davidson Analyst Says

Posted by Geri Gentry on Aug 6th, 2026

Blue Bird (NASDAQ:BLBD – Get Free Report) had its price target upped by equities research analysts at DA Davidson from $86.00 to $91.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has a “buy” rating on the stock. DA Davidson’s price objective would suggest a potential upside of 37.86% from the stock’s current price.

A number of other equities analysts have also weighed in on the company. Barclays increased their target price on Blue Bird from $75.00 to $85.00 and gave the stock an “overweight” rating in a research note on Monday, July 20th. Freedom Capital lowered Blue Bird from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 7th. Roth Capital began coverage on Blue Bird in a research report on Thursday, June 25th. They set a “buy” rating and a $94.00 price objective on the stock. BTIG Research increased their price objective on Blue Bird from $80.00 to $95.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Zacks Research raised Blue Bird from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 7th. Seven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $85.50.

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Blue Bird Stock Performance

BLBD traded down $10.92 on Thursday, reaching $66.01. The company had a trading volume of 1,287,948 shares, compared to its average volume of 447,406. The stock has a market cap of $2.09 billion, a P/E ratio of 16.22, a P/E/G ratio of 1.05 and a beta of 1.36. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.27 and a current ratio of 1.83. Blue Bird has a fifty-two week low of $46.14 and a fifty-two week high of $83.39. The company’s fifty day moving average is $75.19 and its 200 day moving average is $64.81.

Blue Bird (NASDAQ:BLBD – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $1.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.25 by $0.03. Blue Bird had a net margin of 8.91% and a return on equity of 53.68%. The firm had revenue of $517.16 million during the quarter, compared to the consensus estimate of $485.73 million. As a group, analysts predict that Blue Bird will post 4.5 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Blue Bird

A number of hedge funds and other institutional investors have recently made changes to their positions in BLBD. GAMMA Investing LLC increased its holdings in shares of Blue Bird by 85.5% during the second quarter. GAMMA Investing LLC now owns 629 shares of the company’s stock worth $50,000 after buying an additional 290 shares in the last quarter. Quantinno Capital Management LP boosted its holdings in shares of Blue Bird by 7.0% during the 1st quarter. Quantinno Capital Management LP now owns 4,950 shares of the company’s stock valued at $281,000 after acquiring an additional 324 shares in the last quarter. ProShare Advisors LLC grew its position in Blue Bird by 6.9% during the 4th quarter. ProShare Advisors LLC now owns 5,793 shares of the company’s stock worth $272,000 after acquiring an additional 372 shares during the last quarter. Brooklyn Investment Group grew its position in Blue Bird by 8.7% during the 4th quarter. Brooklyn Investment Group now owns 5,208 shares of the company’s stock worth $261,000 after acquiring an additional 417 shares during the last quarter. Finally, R Squared Ltd increased its holdings in Blue Bird by 11.0% in the 4th quarter. R Squared Ltd now owns 4,464 shares of the company’s stock worth $210,000 after purchasing an additional 443 shares in the last quarter. 93.59% of the stock is currently owned by institutional investors and hedge funds.

More Blue Bird News

Here are the key news stories impacting Blue Bird this week:

Positive Sentiment: Quarterly results exceeded expectations. Fiscal third-quarter revenue rose to $517.2 million, well above the $485.7 million consensus estimate, while EPS of $1.28 surpassed estimates ranging from $1.22 to $1.25 and increased from $1.19 a year earlier. Unit sales also rose by 1,058 buses year over year to 3,525. Blue Bird Reports Fiscal 2026 Third Quarter Results
Positive Sentiment: Full-year revenue guidance is above consensus. Blue Bird issued fiscal 2026 revenue guidance of approximately $1.8 billion, compared with analyst expectations of about $1.7 billion. The provided update did not include a usable EPS guidance figure. Blue Bird Q3 Earnings and Revenues Top Estimates
Positive Sentiment: Analysts raised their outlook. BTIG Research increased its price target from $80 to $95 and assigned a Buy rating. Needham reaffirmed its Buy rating with an $86 target. These targets imply substantial upside from recent trading levels. Blue Bird analyst actions
Positive Sentiment: Ford collaboration expands Blue Bird’s commercial opportunity. A definitive agreement with Ford will have Blue Bird design, manufacture and sell the next-generation F-53/F-59 commercial stripped chassis, potentially broadening its addressable market beyond school buses. Financial details were not provided. Blue Bird Enters Agreement with Ford
Neutral Sentiment: The earnings call and additional reports provide further detail on the quarter, guidance and Ford agreement, but the available information does not identify a specific negative catalyst behind the share-price decline. Blue Bird Q3 2026 Earnings Call Transcript

About Blue Bird

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Blue Bird Corporation (NASDAQ: BLBD) is a leading manufacturer of buses and mass transportation vehicles headquartered in Fort Valley, Georgia. The company’s core business encompasses the design, engineering, and production of school buses and activity buses, with a product lineup that includes conventional (Type C) models, transit-style (Type D) models and specialty configurations for special-needs and activity transport. In recent years, Blue Bird has expanded its offerings to include zero-emission electric school buses, reflecting its commitment to advanced propulsion technologies and environmental sustainability.

Established in 1927, Blue Bird has built a legacy of safety and reliability in student transportation.