
Blue Bird (BLBD) Stock Forecast & Price Target
Blue Bird (BLBD) Analyst Ratings
Bulls say
Blue Bird Corp is positioned to capitalize on the recovery of the school bus industry and the increasing adoption of electric vehicles (EVs), which is anticipated to enhance margins and drive earnings growth. The company has consistently outperformed expectations for eight consecutive quarters, supported by a robust backlog and favorable pricing dynamics, as well as increased demand following disruptions caused by COVID-19. With the ongoing electrification of school buses contributing to revenue growth and premium pricing, Blue Bird is expected to trade at a higher multiple, reflecting its improved earnings outlook in a recovering market.
Bears say
Blue Bird Corp is facing significant financial uncertainty, particularly due to reduced expectations for electric vehicle (EV) school bus orders, with the company lowering its 2025 guidance for EV units from 1,150 to 1,000. This adjustment reflects a broader concern about the sustainability of federal subsidies and potential funding from state and municipal sources, contributing to a lack of buyers and compressing the company's valuation multiple. The downward pressure on growth expectations for EV school buses, paired with an anticipated flattening of the ordering cycle, suggests a challenging outlook for the company amidst shifting market dynamics.
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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