
Blue Bird (BLBD) Stock Forecast & Price Target
Blue Bird (BLBD) Analyst Ratings
Bulls say
Blue Bird Corp is positioned to capitalize on a recovery in the school bus manufacturing industry, particularly through its legacy fueled school bus segment and the increasing demand for electric vehicles (EVs), which drive higher average selling prices (ASP) and enhance margins. The company has demonstrated consistent performance with eight consecutive quarters of exceeding revenue and earnings expectations, underscoring its strong demand outlook and solid backlog amidst a cyclical industry recovery. Additionally, as the market for EV school buses expands, Blue Bird is expected to benefit from elevated pricing power and potential margin expansion, positioning the company favorably against its historical average valuation multiples.
Bears say
The financial outlook for Blue Bird Corp is characterized by heightened uncertainty regarding federal subsidies, which have led to a downward revision in expected school bus deliveries. The company has reduced its guidance for electric vehicle (EV) unit sales for 2025, decreasing the midpoint forecast from 1,150 to 1,000 units, indicating a potential contraction in growth opportunities. This uncertainty is compounded by a lack of buyers, resulting in a compressed valuation multiple and a bearish sentiment surrounding the ordering cycle for school buses in the near future.
This aggregate rating is based on analysts' research of Blue Bird and is not a guaranteed prediction by Public.com or investment advice.
Blue Bird (BLBD) Analyst Forecast & Price Prediction
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