Barnes & Noble Education/$BNED

1D1W1MYTD1Y5YMAX

About Barnes & Noble Education

Barnes & Noble Education Inc is contract operators of physical and virtual bookstores for college and university campuses and K-12 institutions across the United States. The company is also one of the textbook wholesalers and inventory management hardware and software providers The company operates physical and virtual bookstores that delivers essential educational content and general merchandise within a dynamic omnichannel retail environment. The Company currently operates as a single operating and reporting segment. The company's solutions are Academic Solutions, College Retail Solutions, College Insights, Wholesale & Store Technology Services.
Ticker
$BNED
Primary listing
NYSE
Employees
3,074

BNED Metrics

BasicAdvanced
$369M
16.49
$0.65
1.30
$0.08
3.01%

What the Analysts think about BNED

Analyst ratings (Buy, Hold, Sell) for Barnes & Noble Education stock.
Analyst projections of the future price of Barnes & Noble Education stock.

Bulls say / Bears say

First Day Complete continues to scale rapidly: Fall 2026 coverage reached 263 campuses and more than 1.43 million eligible students, up approximately 26% from Fall 2025, supporting future institutional-program revenue growth. (Barnes & Noble Education)
Fiscal 2027 Q1 showed improving operating trends, with First Day revenue up 9.0%, Adjusted EBITDA loss improving 18.9% to $9.3 million, and net loss improving 29.3% to $12.9 million year over year. (SEC)
BNED entered fiscal 2027 with stronger financial flexibility: fiscal 2026 Adjusted EBITDA rose 28.8% to $76.5 million, net debt fell 33% to $62.6 million, and management reiterated its $85–$92 million fiscal 2027 Adjusted EBITDA outlook. (Barnes & Noble Education)
Fiscal 2027 Q1 revenue grew only 0.8% year over year to $290.6 million, with store closures—including exits from less-profitable locations—offsetting some growth. (SEC)
BNED remains highly seasonal and posted a $12.9 million Q1 net loss, while its full-year $85–$92 million Adjusted EBITDA target depends heavily on execution during the fall and spring academic terms. (SEC)
Despite balance-sheet progress, total debt was still $123.5 million at the end of Q1, and BNED warns that liquidity, credit covenants, slower First Day adoption, contract non-renewals, competition and technology disruption could materially affect results. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.

BNED Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

BNED Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing BNED

Funds
Fund name
Fund size
$BNED weighting
SPDR Russell 2000 US Small Cap€R2US
€4.8B0.01%
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.