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Bob's Discount Furniture, Inc. (BOBS) Stock Analysis

SellVALUE-TRAP 2/5High Confidence

Consumer Cyclical · Specialty Retail

Earnings in 7 days (2026-05-07). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. Momentum 3.0/10 is below the 5.0 floor at $10.62 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 7.2): -1.5; Concentration risk — Geographic: Vietnam (63.0%).

Bob's Discount Furniture is an omnichannel retailer of value home furnishings with 209 showrooms in 26 US states as of December 28, 2025. Revenue comes from direct furniture sales to consumers at everyday low prices; the company sources primarily from Vietnam (63% of product... Read more

$10.62+94.1% A.UpsideScore 5.2/10#8 of 18 Specialty Retail
Stop $10.04Target $20.55(analyst − 13%)A.R:R 6.5:1
Analyst target$23.62+122.4%13 analysts
$20.55our TP
$10.62price
$23.62mean
$28

Sell if holding. Momentum 3.0/10 is below the 5.0 floor at $10.62 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 7.2): -1.5; Concentration risk — Geographic: Vietnam (63.0%). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 5.2/10, high confidence.

Passes 5/7 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on weak momentum and earnings proximity 7d<=7d. Suitability: aggressive.

Thesis

Rewards
Attractive valuation
Analyst upside: 94%
Risks
Concentration risk — Geographic: Vietnam (63.0%)
Leverage penalty (D/E 7.2): -1.5
Earnings in 7 days (event risk)

Key Metrics

P/E (TTM)11.3
P/E (Fwd)10.1
Mkt Cap$1.4B
EV/EBITDA11.5
Profit Mgn5.1%
ROE38.8%
Rev Growth8.2%
Beta
DividendNone
Rating analysts18

Quality Signals

Piotroski F7/9

Options Flow

P/C5.75bearish
IV115%elevated
Max Pain$30+182.5% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHGeographicVietnam63%
    10-K Item 1A: 'our primary sourcing markets are Vietnam and the United States, representing approximately 63% and 28% of our product cost volume'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Volume
0.0
Obv
1.0
Ma Position
2.5
Rsi
4.5
Macd
7.1
Volume distribution (falling OBV)

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
2.2
Revenue Growth
4.5
GatesMomentum 3.0<4.5EARNINGS PROXIMITY 7d<=7dA.R:R 6.5 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARSuitability: Aggressive
RSI
45 · Neutral
20D MA 50D MA 200D MASupport $10.35Resistance $13.22

Price Targets

$10
$21
A.Upside+93.5%
A.R:R6.5:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Momentum score 3.0/10 — below 4.5 minimum
! EARNINGS_PROXIMITY:7d<=7d

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-05-07 (7d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BOBS stock a buy right now?

Sell if holding. Momentum 3.0/10 is below the 5.0 floor at $10.62 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 7.2): -1.5; Concentration risk — Geographic: Vietnam (63.0%). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $10.04. Score 5.2/10, high confidence.

What is the BOBS stock price target?

Take-profit target: $20.55 (+94.1% upside). Prior stop was $10.04. Stop-loss: $10.04.

What are the risks of investing in BOBS?

Concentration risk — Geographic: Vietnam (63.0%); Leverage penalty (D/E 7.2): -1.5; Earnings in 7 days (event risk).

Is BOBS overvalued or undervalued?

Bob's Discount Furniture, Inc. trades at a P/E of 11.3 (forward 10.1). TrendMatrix value score: 7.0/10. Verdict: Sell.

What do analysts say about BOBS?

18 analysts cover BOBS with a consensus score of 4.0/5. Average price target: $24.

What does Bob's Discount Furniture, Inc. do?Bob's Discount Furniture is an omnichannel retailer of value home furnishings with 209 showrooms in 26 US states as of...

Bob's Discount Furniture is an omnichannel retailer of value home furnishings with 209 showrooms in 26 US states as of December 28, 2025. Revenue comes from direct furniture sales to consumers at everyday low prices; the company sources primarily from Vietnam (63% of product cost) and the US (28%).

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