Barnes & Noble Education, Inc. (BNED)Consumer Cyclical | Specialty Retail | Florham Park, United States | NYSE
12.53 USD
-0.38
(-2.943%) ⇩
(July 13, 2026, 4 p.m.
EDT)
After hours: 12.29 -0.24 (-0.240%) ⇩ (July 13, 2026, 7:47 p.m. EDT) |
Hot Take ↕ | July 11, 2026, 5:33 a.m. EDT
The immediate catalyst is undeniable: preliminary full-year fiscal 2026 results have triggered a massive re-rating, pushing the stock up 13% and anchoring a strong upward trend over the last two weeks. With revenue growth finally turning positive (+11.3%) and the company trading at a negligible price-to-sales ratio (0.26x), the fundamental thesis appears to be reversing from a value trap to a turnaround story. However, the long-term outlook remains precarious; despite the recent recovery, the business has suffered a catastrophic -99% decline over the last nine years, and profitability is still elusive with negative earnings and a negative return on equity. The balance sheet is fragile, carrying debt nearly 11 times the enterprise value relative to revenue, which caps the long-term rating despite the recent operational improvements. The dividend is a non-factor here, offering a mere 2.75% yield with no payment history to suggest reliability. While the short-term momentum is building on the strength of these preliminary results, investors should remain wary of the deep historical scars and the high volatility implied by the options market, which suggests a speculative, rather than stable, future. |
| Model | MAE |
|---|---|
| MSTL ✓ | 0.077002 |
| AutoETS | 0.085303 |
| MSTL_90 | 0.105201 |
| MSTL_66_90 | 0.113033 |
| MSTL_66 | 0.136978 |
| AutoTheta | 0.145966 |
| AutoARIMA | 0.170019 |
Forecast horizon: 60 days | Selected: MSTL
| Forecast Reliability | |
|---|---|
| Score | 24% |
| H-stat | 12.19 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.329 |
| Excess Kurtosis | 0.36 |
| Attribute | Value |
|---|---|
| Sector | Consumer Cyclical |
| Ex Dividend Date | 2026-07-15 |
| Debt to Equity Ratio | 75.909 |
| Revenue per Share | 49.949 |
| Market Cap | 434,081,440 |
| Trailing P/E | 26.10 |
| Forward P/E | 12.41 |
| Beta | 1.32 |
| Profit Margins | 0.98% |
| Website | https://www.bned.com |
As of July 11, 2026, 5:33 a.m. EDT: Speculators are positioning for a volatile rebound rather than a steady grind. Call volume is heavily skewed toward out-of-the-money strikes (15.0 and 20.0) with significant open interest buildup, suggesting bets on a sharp rally. Conversely, put activity shows aggressive buying at deep out-of-the-money strikes (20.0 and 22.5), indicating a fear of a sudden crash or a 'long squeeze' scenario. The imbalance in open interest favors a binary outcome where the price moves significantly away from current levels in either direction.
| Attribute | Value |
|---|---|
| 52 Week Change | 0.15784752 |
| Address1 | 180 Park Avenue |
| Address2 | Suite 301 |
| All Time High | 1,598.0 |
| All Time Low | 5.9 |
| Ask | 0.0 |
| Ask Size | 1,200 |
| Audit Risk | 10 |
| Average Analyst Rating | 1.5 - Strong Buy |
| Average Daily Volume10 Day | 556,200 |
| Average Daily Volume3 Month | 326,055 |
| Average Volume | 326,055 |
| Average Volume10Days | 556,200 |
| Beta | 1.32 |
| Bid | 0.0 |
| Bid Size | 200 |
| Board Risk | 7 |
| Book Value | 8.552 |
| City | Florham Park |
| Compensation As Of Epoch Date | 1,767,139,200 |
| Compensation Risk | 5 |
| Country | United States |
| Crypto Tradeable | 0 |
| Currency | USD |
| Current Price | 12.53 |
| Current Ratio | 1.708 |
| Custom Price Alert Confidence | HIGH |
| Date Short Interest | 1,782,777,600 |
| Day High | 13.12 |
| Day Low | 12.04 |
| Debt To Equity | 75.909 |
| Display Name | Barnes & Noble Education |
| Dividend Date | 1,785,369,600 |
| Dividend Rate | 0.32 |
| Dividend Yield | 2.48 |
| Earnings Timestamp | 1,783,627,200 |
| Earnings Timestamp End | 1,788,465,600 |
| Earnings Timestamp Start | 1,788,465,600 |
| Ebitda | 69,251,000 |
| Ebitda Margins | 0.04039 |
| Enterprise To Ebitda | 9.374 |
| Enterprise To Revenue | 0.379 |
| Enterprise Value | 649,168,448 |
| Eps Current Year | 1.01 |
| Eps Forward | 1.01 |
| Eps Trailing Twelve Months | 0.48 |
| Esg Populated | 0 |
| Ex Dividend Date | 1,784,160,000 |
| Exchange | NYQ |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 10.761 |
| Fifty Day Average Change | 1.769 |
| Fifty Day Average Change Percent | 0.16438994 |
| Fifty Two Week Change Percent | 15.784752 |
| Fifty Two Week High | 14.75 |
| Fifty Two Week High Change | -2.2200003 |
| Fifty Two Week High Change Percent | -0.1505085 |
| Fifty Two Week Low | 5.9 |
| Fifty Two Week Low Change | 6.6299996 |
| Fifty Two Week Low Change Percent | 1.1237288 |
| Fifty Two Week Range | 5.9 - 14.75 |
| Financial Currency | USD |
| First Trade Date Milliseconds | 1,437,658,200,000 |
| Float Shares | 17,582,551 |
| Forward Eps | 1.01 |
| Forward P E | 12.40594 |
| Free Cashflow | 21,409,624 |
| Full Exchange Name | NYSE |
| Full Time Employees | 2,365 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Governance Epoch Date | 1,782,864,000 |
| Gross Margins | 0.21354 |
| Gross Profits | 366,168,000 |
| Has Pre Post Market Data | 1 |
| Held Percent Insiders | 0.10172 |
| Held Percent Institutions | 0.87079 |
| Implied Shares Outstanding | 34,643,372 |
| Industry | Specialty Retail |
| Industry Disp | Specialty Retail |
| Industry Key | specialty-retail |
| Is Earnings Date Estimate | 1 |
| Language | en-US |
| Last Fiscal Year End | 1,777,680,000 |
| Last Split Date | 1,718,150,400 |
| Last Split Factor | 1:100 |
| Long Business Summary | Barnes & Noble Education, Inc. operates bookstores for college and university campuses, and K-12 institutions primarily in the United States. The company engages in the sale and rental of course materials, including new and used print textbooks, digital textbooks, and publisher-hosted digital courseware through its physical and virtual bookstores. It also provides BNC FIRST DAY affordable access course material programs comprising First Day and First Day Complete, which provide faculty-required course materials on or before the first day of class at below-market rates; and general merchandise, including collegiate and athletic apparel, custom-branded school spirit products, lifestyle and wellness products, technology products, supplies, graduation products, and convenience items. In addition, the company sells hardware and a software suite of applications that provide inventory management and point-of-sale solutions to college bookstores. Further, it offers brand marketing programs; on-site installation for point-of-sale terminals and servers; and technical assistance through user training and its support center facility. The company operates physical college and university bookstores; virtual bookstores; True Spirit apparel and spirit shop e-commerce websites; pop-up retail locations; customized cafés and stand-alone convenience stores; and a media channel for brands targeting the college demographic. It serves public, state, private, community college, trade and technical, for-profit, and online education institutions. Barnes & Noble Education, Inc. was founded in 1965 and is headquartered in Florham Park, New Jersey. |
| Long Name | Barnes & Noble Education, Inc. |
| Market | us_market |
| Market Cap | 434,081,440 |
| Market State | PREPRE |
| Max Age | 86,400 |
| Message Board Id | finmb_286180590 |
| Most Recent Quarter | 1,777,680,000 |
| Net Income To Common | 16,872,000 |
| Next Fiscal Year End | 1,809,216,000 |
| Non Diluted Market Cap | 447,245,932 |
| Number Of Analyst Opinions | 2 |
| Open | 12.92 |
| Operating Cashflow | 50,057,000 |
| Operating Margins | 0.0141900005 |
| Overall Risk | 7 |
| Payout Ratio | 0.0 |
| Phone | 908 991 2665 |
| Post Market Change | -0.23999977 |
| Post Market Change Percent | -1.9154012 |
| Post Market Price | 12.29 |
| Post Market Time | 1,783,986,445 |
| Previous Close | 12.91 |
| Price Eps Current Year | 12.40594 |
| Price Hint | 2 |
| Price To Book | 1.4651543 |
| Price To Sales Trailing12 Months | 0.25314265 |
| Profit Margins | 0.00984 |
| Quick Ratio | 0.438 |
| Quote Source Name | Delayed Quote |
| Quote Type | EQUITY |
| Recommendation Key | strong_buy |
| Recommendation Mean | 1.5 |
| Region | US |
| Regular Market Change | -0.38 |
| Regular Market Change Percent | -2.94346 |
| Regular Market Day High | 13.12 |
| Regular Market Day Low | 12.04 |
| Regular Market Day Range | 12.04 - 13.12 |
| Regular Market Open | 12.92 |
| Regular Market Previous Close | 12.91 |
| Regular Market Price | 12.53 |
| Regular Market Time | 1,783,972,802 |
| Regular Market Volume | 496,559 |
| Return On Assets | 0.02981 |
| Return On Equity | 0.05955 |
| Revenue Growth | -0.052 |
| Revenue Per Share | 49.949 |
| Sand P52 Week Change | 0.20847368 |
| Sector | Consumer Cyclical |
| Sector Disp | Consumer Cyclical |
| Sector Key | consumer-cyclical |
| Share Holder Rights Risk | 3 |
| Shares Outstanding | 34,643,372 |
| Shares Percent Shares Out | 0.0468 |
| Shares Short | 1,610,556 |
| Shares Short Previous Month Date | 1,780,012,800 |
| Shares Short Prior Month | 2,324,674 |
| Short Name | Barnes & Noble Education, Inc |
| Short Percent Of Float | 0.0704 |
| Short Ratio | 4.07 |
| Source Interval | 15 |
| State | NJ |
| Symbol | BNED |
| Target High Price | 18.5 |
| Target Low Price | 16.0 |
| Target Mean Price | 17.25 |
| Target Median Price | 17.25 |
| Total Cash | 8,418,000 |
| Total Cash Per Share | 0.243 |
| Total Debt | 223,504,992 |
| Total Revenue | 1,714,770,048 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing Eps | 0.48 |
| Trailing P E | 26.104166 |
| Trailing Peg Ratio | None |
| Triggerable | 1 |
| Two Hundred Day Average | 9.4088 |
| Two Hundred Day Average Change | 3.1211996 |
| Two Hundred Day Average Change Percent | 0.33173195 |
| Type Disp | Equity |
| Volume | 496,559 |
| Website | https://www.bned.com |
| Zip | 7,932 |