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Barnes & Noble Education/$BNED

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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
Sector
Consumer Discretionary
Primary listing
NYSE
Employees
3,074
Headquarters
Florham Park, United States
Website
www.bned.com

BNED Metrics

BasicAdvanced
$435M
19.43
$0.65
1.30
$0.16
2.55%

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 is scaling quickly: in fall 2026 it reached 263 campuses and more than 1.43 million students, up 26% year on year. First Day programme revenue had already risen 28% to $760.1 million in fiscal 2026, giving BNED a growing engine to offset pressure in traditional course-material sales. (Barnes & Noble Education, Barnes & Noble Education)
The turnaround is showing in the accounts: fiscal 2026 net income was $16.9 million and adjusted EBITDA rose 28.8% to $76.5 million. Net debt also fell 33% year on year to $62.6 million, easing the balance-sheet burden. (Barnes & Noble Education)
Liquidity improved after the autumn rush: BNED ended fiscal September with $4.1 million in cash and no revolving-credit borrowings, the first such September-end position since 2019. That offers some evidence the business can manage its seasonal cash needs better. (Barnes & Noble Education)
Cash flow and borrowings remain highly seasonal: first-quarter operating cash flow was negative $52.9 million, while debt rose to $123.5 million from $71.0 million at fiscal year-end. The company still reported a $12.9 million quarterly net loss. (StreetInsider, Barnes & Noble Education)
Store-account churn is a risk to growth: BNED opened 34 stores but closed 88 in the first quarter. The company said closures included competitive account losses as well as exits from underperforming sites. (StreetInsider)
Course-material sales face pressure from price-sensitive students who can switch providers or formats, as well as digital piracy and competing business models. These alternatives could weaken sales if First Day adoption does not keep growing. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 2 Nov 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
$5.3B0.01%
SPDR Russell 2000 US Small Cap£R2SC
$5.3B0.01%
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.
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