Why Are Analyst Forecasts for Blue Bird (BLBD) Shaping Investor Expectations Ahead of Earnings Day?

  • Blue Bird is preparing to report its quarterly earnings after the bell on November 24, 2025, with analysts forecasting earnings per share of $1.00 and steady revenue growth, reflecting strong performance within the school bus and heavy transportation equipment sector.

  • Recent positive analyst commentary and resilient financial metrics have fueled optimism among investors ahead of the earnings announcement, with many expecting the company to maintain its leadership position in revenue growth and profitability.

  • We’ll examine how analyst confidence and heightened anticipation for Blue Bird’s earnings announcement could influence its investment narrative.

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To be a shareholder in Blue Bird, you need to believe in the ongoing shift toward cleaner transportation, policy-driven funding for electric vehicles, and efficient bus manufacturing. The company’s latest news reflects strong analyst confidence, but these positive signals may not materially change the fact that near-term performance remains highly sensitive to changes in government incentive programs, potential reductions or delays in funding could still impact results significantly.

Among recent developments, Blue Bird’s announcement of a $100 million buyback program, active through 2028, stands out as particularly relevant. While this move reinforces the management’s conviction in the company’s long-term value, the upcoming earnings announcement and any updates on public funding remain the main catalysts and risk factors shaping the outlook in the short run.

But on the other hand, if funding priorities shift or incentive programs are scaled back, investors should be aware of …

Read the full narrative on Blue Bird (it’s free!)

Blue Bird’s narrative projects $1.6 billion revenue and $152.3 million earnings by 2028. This requires 4.0% yearly revenue growth and a $36.4 million earnings increase from $115.9 million today.

Uncover how Blue Bird’s forecasts yield a $62.38 fair value, a 16% upside to its current price.

BLBD Community Fair Values as at Nov 2025

Three private investors in the Simply Wall St Community estimate Blue Bird’s fair value between US$62.38 and US$94.57 per share. While many are focused on long-term growth from policy incentives, you can explore a full spectrum of opinion about what drives this company’s opportunity and risk right now.

Explore 3 other fair value estimates on Blue Bird – why the stock might be worth just $62.38!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BLBD.

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