Best Buy earns a high return on equity (43%) and pays a 4.0% dividend, but the price is far above the analyst target, insiders are selling heavily and business quality is below average.
Thesis pillars
- High Roe No Moat→Stable
- Price Above Analyst Target↓Deteriorating
- Heavy Insider Selling→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Nov 1, 2026, based on the 10-K filed Mar 18, 2026
Best Buy Co., Inc. (BBY) Stock Analysis
Range Bound setup · Catalyst-Driven edge
Consumer Cyclical · Specialty Retail
Hold if already holding. Not a fresh buy at $93.87, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7).
We were incorporated in the state of Minnesota in 1966. We are driven by our purpose to enrich lives through technology and our vision to personalize and humanize technology solutions for every stage of life. We accomplish this by leveraging our unique combination of tech... Read more
Hold if already holding. Not a fresh buy at $93.87, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7). Chart setup: RSI 58 mid-range, Bollinger mid-band. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 5.3/10, high confidence.
Passes 5/7 gates (clean insider activity, no SEC red flags, earnings proximity 20d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated Nov 2, 2026Recent Developments — Best Buy Co., Inc.
Latest news
- NEWS Jason Bonfig Appointed as CEO of Best Buy — fiscal.ai Nov 2, 2026 neutral
- NEWS Commerce Bank Buys New Stake in Best Buy Co., Inc. $BBY - MarketBeat — MarketBeat Aug 26, 2026 positive
- NEWS A Look at Best Buy Co Inc (BBY) After 3.9% Decline -- GF Value $76.05 vs Price $85.73 - GuruFocus — GuruFocus Aug 20, 2026 negative
- NEWS Best Buy, Dick's, Floor And Decor, RH, and Zumiez Stocks Trade Down, What You Need To Know - StockStory — StockStory Aug 20, 2026 negative
- NEWS Best Buy Co. Inc. stock underperforms Thursday when compared to competitors - MarketWatch — MarketWatch Aug 20, 2026 negative
Latest item Nov 2, 2026 · Generated 2026-11-04T11:54:37Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $93.87, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7). Chart setup: RSI 58 mid-range, Bollinger mid-band. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Analyst target $79.06 reached (−15.8%), stop $87.30 (−7.5%), A.R:R -1.4:1. Score 5.3/10, high confidence.
Analyst target $79.06 reached (−15.8% from $93.87); no take-profit level is published. Analyst target $79.06 reached (−15.8%), stop $87.30 (−7.5%), A.R:R -1.4:1. Stop-loss: $87.30.
Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7); Sector modifier (Consumer Cyclical): -1.5.
Best Buy Co., Inc. trades at a P/E of 15.6 (forward 13.0). TrendMatrix value score: 6.6/10. Verdict: Hold.
30 analysts rate BBY, with a consensus score of 3.2/5. 20 analysts publish price targets averaging $88.
What does Best Buy Co., Inc. do?We were incorporated in the state of Minnesota in 1966. We are driven by our purpose to enrich lives through technology...
We were incorporated in the state of Minnesota in 1966. We are driven by our purpose to enrich lives through technology and our vision to personalize and humanize technology solutions for every stage of life. We accomplish this by leveraging our unique combination of tech expertise and a human touch to meet our customers' everyday needs, whether they come to us online, visit our stores or invite us into their homes. We have operations in the U.S. and Canada.