Blue Bird (BLBD) | News Based Sentiment Analysis

• On September 4, 2025, Blue Bird Corporation received an average "Moderate Buy" rating from nine analysts, with an average price target of $57.36, signaling cautious optimism. However, insider selling occurred as CFO Razvan Radulescu sold 10,000 shares and SVP Ted Scartz sold 8,877 shares, which could raise concerns among investors about management's confidence.
• Blue Bird reported a strong Q3 2025, with EPS exceeding expectations at $1.19 (versus a $0.90 consensus) and revenue increasing 19.4% year-over-year to $398.01 million, surpassing the expected $377.64 million. This positive performance, reported on September 5, 2025, demonstrates the company's ability to deliver growth and profitability.
• As of September 2, 2025, Blue Bird stock closed at $56.89, and while seven analysts maintain a "Strong Buy" consensus, the average price target of $57.36 forecasts a slight decrease of 1.76% over the next year. Needham & Company LLC increased their price target from $49 to $53 on August 7, 2025, indicating growing confidence despite the overall cautious outlook.
• The consensus EPS forecast for the fiscal year ending September 2025 was increased to $3.73, up from $3.39 (a 10.03% increase) in early September 2025. This upward revision, along with 5 upward and 1 downward EPS revisions for Q4 2025 in the last 90 days, suggests improving investor sentiment and expectations for future earnings.
• Blue Bird projects quarterly revenue of $411 million by September 30, 2025, representing an estimated increase of 3.23%. The average one-year price target remains around $57.70, with a range of $49.49 to $71.40, indicating a degree of uncertainty but overall positive expectations.
• Q4 2025 earnings are projected for November 24, 2025, with a consensus EPS forecast of $0.96 and estimated revenue of $380.37 million. The company anticipates earnings growth of 28.24% in the next year, increasing from $3.86 to $4.95 per share, signaling strong future potential.

The Investment Story: Blue Bird delivered a strong Q3 2025, exceeding both earnings and revenue expectations, leading to increased fiscal year forecasts. While insider selling and a slightly negative price target forecast offer some caution, the overall narrative points towards continued growth and improving financial performance.

What It Means for Investors: The positive earnings surprise and increased forecasts suggest Blue Bird is executing well and benefiting from favorable market conditions. Investors should monitor the Q4 earnings report on November 24, 2025, and track insider activity to assess management's confidence. The stock appears to be reasonably valued given the growth prospects, but the slight price target decrease warrants caution.

Looking Ahead: Investors should closely watch the Q4 2025 earnings report on November 24, 2025, for continued evidence of strong performance. Monitoring analyst ratings and insider trading activity will also be crucial in assessing the company's trajectory.

The Bottom Line: Blue Bird Corporation is demonstrating solid growth and profitability, supported by positive earnings surprises and increased forecasts. While some caution is warranted due to insider selling and a slightly negative price target forecast, the overall investment outlook appears positive, making it a potentially attractive opportunity for investors seeking growth in the transportation sector.