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Blue Bird Stock: A Well-Deserved Rally, Still A Buy Despite Tariff Headwinds (NASDAQ:BLBD)
Seeking Alpha· 2025-09-30 02:53
Group 1 - The focus is on studying diverse businesses, particularly in the technology, industrial, and conglomerate sectors, emphasizing the importance of strong foundations for long-term success [1] - The approach combines financial analysis with narrative writing to provide insights into company performance and market understanding [1] Group 2 - No specific company or stock details are provided, indicating a neutral stance on investment positions [2] - The article does not offer recommendations or advice on investment suitability, highlighting the independent nature of the analysis [3]
Blue Bird: Hitting Accelerator On Profitable Growth Despite Policy, Tariff Bumps (BLBD)
Seeking Alpha· 2025-09-29 18:26
Last year, I initiated my coverage on Blue Bird Corporation (NASDAQ: BLBD ) with a buy rating due to its market leadership in alternative fuel school buses, which positions it to be a major beneficiary from the EPA’s $5 billion Clean SchoolAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, al ...
Top-Ranked Stocks to Play the Electric and Autonomous Vehicle Boom
ZACKS· 2025-09-29 14:51
An updated edition of the Aug 11, 2025 article.The auto industry is undergoing transformation, with electric vehicles (EVs) and autonomous vehicles (AVs) becoming mainstream and reshaping how people think about mobility. For years, Tesla (TSLA) dominated the EV conversation. Today, the field looks very different. Chinese rival BYD Co. Ltd (BYDDY) is challenging Tesla’s leadership, and traditional automakers are rapidly pivoting toward electrification. On top of that, pure-play EV startups are adding fresh c ...
2 Domestic Auto Stocks to Buy Amid EV Incentive Expiry, Industry Woes
ZACKS· 2025-09-18 16:06
Industry Overview - The Zacks Domestic Auto industry encompasses companies involved in designing, manufacturing, and retailing various types of vehicles, including passenger cars, trucks, and electric vehicles [3] - The industry is highly consumer cyclic and is undergoing significant transformation due to technological advancements and rapid digitization [3] Key Themes Shaping the Industry - New vehicle sales remained strong in August, with a seasonally adjusted annual rate exceeding 16 million, but rising vehicle prices and tariffs may slow momentum as affordability weakens [4] - The Federal Reserve's recent interest rate cut may not significantly alleviate high auto loan costs, with meaningful relief not expected until 2026 or later [5] - Electric vehicle sales surged to a record 146,332 units in August, driven by the impending expiration of the $7,500 EV tax credit, but demand may sharply decline once the incentives are removed [6] Industry Performance - The Zacks Automotive – Domestic industry currently holds a Zacks Industry Rank of 147, placing it in the bottom 40% of approximately 250 Zacks industries, indicating a negative earnings outlook [7][8] - Despite the overall weakness, the Domestic Auto industry has outperformed the Zacks S&P 500 composite and sector over the past year, gaining 31% compared to 24% for the sector and 18% for the S&P 500 [10] Current Valuation - The industry is trading at an EV/EBITDA ratio of 45.27X, significantly higher than the S&P 500's 18.34X and the sector's 22.83X, reflecting the debt-laden nature of automotive companies [13] Company Highlights Blue Bird Corporation (BLBD) - Blue Bird is a leader in low- and zero-emission school buses, with over 20,000 vehicles in operation and a strong demand for its products [17] - The company delivered a record 271 electric buses in the last quarter and raised its full-year adjusted EBITDA guidance to $205-$215 million, indicating a margin of approximately 14.5% [18] - The Zacks Consensus Estimate for BLBD's fiscal 2025 and 2026 sales implies year-over-year growth of 8% each, with bottom-line estimates suggesting improvements of 17% and 3% respectively [19] Xos, Inc. (XOS) - Xos specializes in fully electric, zero-emission medium- and heavy-duty trucks, with a growing customer base including major operators like UPS and FedEx [23] - The company reported a 50% year-over-year increase in deliveries, with revenues climbing 18.7% to $18.4 million, and generated positive free cash flow of $4.6 million [24] - The Zacks Consensus Estimate for XOS's 2025 and 2026 sales implies year-over-year growth of 3% and 25.5% respectively, with bottom-line estimates suggesting improvements of 46% and 27% [25]
美国迎来车辆更新周期 BTIG上调校车制造商Blue Bird(BLBD.US)目标价至65美元
智通财经网· 2025-09-17 06:34
Core Viewpoint - BTIG maintains a bullish outlook on Blue Bird Corporation (BLBD.US), raising its target price to $65, citing a vehicle replacement cycle in the North American school bus market due to the average bus age nearing 11 years [1] Company Position - Blue Bird holds a leading market position as the preferred manufacturer of school buses in North America, commanding approximately one-third of the market share [1] - The company has established a strong brand reputation through high-quality products and long-term partnerships with dealers, enhancing its sales channels and service capabilities across the U.S. [1] Growth Drivers - Blue Bird is transitioning its product lineup towards higher-priced alternative fuel buses, which is expected to drive revenue and profit margin growth [1] - The company has attractive mid-term growth prospects, supported by several catalysts, including increased production of high-priced alternative fuel buses and contracts with major school districts for low-emission vehicles [1] - Upcoming government funding programs from the EPA and state governments are anticipated to further support Blue Bird's growth initiatives [1]
Blue Bird is viewed favorably at BTIG amid a strong school bus replacement cycle (BLBD:NASDAQ)
Seeking Alpha· 2025-09-16 17:42
BTIG updated on Tuesday that it still has a bullish view of Blue Bird Corporation (NASDAQ:BLBD). With the North American school bus average age around 11 years, Blue Bird's (NASDAQ:BLBD) market is expected to be in ...
Micro Bird USA Celebrates Grand Opening of State-of-the-Art Bus Manufacturing Facility in Plattsburgh, NY
Businesswire· 2025-09-09 16:21
Core Insights - Micro Bird USA LLC has opened a new manufacturing facility in Plattsburgh, New York, which is a significant milestone in its growth strategy [1] - The company invested $38 million in this facility, demonstrating its commitment to producing high-quality and safe buses for the North American market [1] - The acquisition of the site occurred in December 2024, indicating a strategic long-term planning approach by the company [1]
BLBD vs. TSLA: Which Stock Is the Better Value Option?
ZACKS· 2025-08-14 16:40
Core Insights - The article compares Blue Bird (BLBD) and Tesla (TSLA) to determine which stock is more attractive to value investors [1] Valuation Metrics - Blue Bird has a Zacks Rank of 1 (Strong Buy), while Tesla has a Zacks Rank of 4 (Sell), indicating a stronger earnings outlook for BLBD [3] - BLBD's forward P/E ratio is 13.99, significantly lower than TSLA's forward P/E of 204.73, suggesting BLBD is more undervalued [5] - The PEG ratio for BLBD is 1.53, while TSLA's PEG ratio is 8.55, further indicating BLBD's better valuation relative to its expected earnings growth [5] - BLBD has a P/B ratio of 8.04 compared to TSLA's P/B of 14.03, reinforcing the notion that BLBD is more attractively priced [6] - Based on these metrics, BLBD holds a Value grade of B, while TSLA has a Value grade of F, making BLBD the preferred choice for value investors [6]
Blue Bird: Still A Winner, No Matter The Tariff Or Regulatory Headwinds
Seeking Alpha· 2025-08-11 13:00
Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended solely for informational purposes and should not be interpreted as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock, option, or similar derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses that past performance does not guarantee future results, underscoring the uncertainty in investment outcomes [4].
Blue Bird: Shares Need To Slow Down (Rating Downgrade)
Seeking Alpha· 2025-08-10 12:47
Company Overview - Blue Bird Corporation is a bus manufacturer that is significantly investing in the electric bus market, indicating a strategic shift towards sustainable transportation solutions [1]. Recent Performance - The company has experienced a positive trend recently, suggesting strong market performance and potential growth opportunities [1].