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BNEDBarnes & Noble Education, IncSell5.4·$12.19-7.65%
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Barnes & Noble Education, Inc (BNED) Stock Analysis

Breakout setup · Inst Constrain edge

SellVALUE-TRAP 1/5Moderate Confidence

Consumer Cyclical · Specialty Retail

Earnings in 2 days (2026-07-06). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. Engine safety override at $12.19: Quality below floor (2.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: Below-average business quality.

Barnes & Noble Education, Inc. operates bookstores for college and university campuses, and K-12 institutions primarily in the United States. The company sells and rents new and used print textbooks, digital textbooks, and publisher hosted digital courseware through physical and... Read more

$12.19+20.3% A.UpsideScore 5.4/10#14 of 24 Specialty Retail
QualityF-score5 / 9FCF yield10.21%
IncomeYield2.63%Payout0.00%sustainable
Stop $11.34Target $14.66(analyst − 15%)A.R:R 1.4:1
Analyst target$17.25+41.5%2 analysts
$14.66our TP
$12.19price
$17.25mean
$19

Sell if holding. Engine safety override at $12.19: Quality below floor (2.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 53, MACD bullish. Score 5.4/10, moderate confidence.

Passes 6/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 2d<=7d. Suitability: aggressive.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Jul 6, 20262d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Quality below floor (2.2 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)12.1
Mkt Cap$418M
EV/EBITDA11.7
Profit Mgn-0.6%
ROE-3.4%
Rev Growth11.3%
Beta1.32
Dividend2.63%
Rating analysts6

Quality Signals

Piotroski F5/9

Options Flow

P/C0.21bullish
IV120%elevated

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

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Cyclical trough — margins compressed or negative. Profitability typically recovers with the cycle, but floor fires on current data.static

Roe
0.0
Net Margin
0.0
Gross Margin
0.1
Roa
1.1
Operating Margin
1.2
Moat
4.2
Current Ratio
5.3
Piotroski F
5.6
No competitive moatQuality concerns
GatesA.R:R 1.4 < 1.5@spotEARNINGS PROXIMITY 2d<=7dMomentum 5.4<5.5 (soft — BUY_NOW allowed but watch)Momentum 5.4>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Aggressive
RSI
53 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $10.24Resistance $14.75

Price Targets

$11
$15
A.Upside+20.3%
A.R:R1.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (2.2 < 4.0)
! asymmetry at 1.4 (below the engine's 1.5 threshold)@spot
! EARNINGS_PROXIMITY:2d<=7d

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-07-06 (2d)

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 BNED stock a buy right now?

Sell if holding. Engine safety override at $12.19: Quality below floor (2.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 53, MACD bullish. Prior stop was $11.34. Score 5.4/10, moderate confidence.

What is the BNED stock price target?

Take-profit target: $14.66 (+20.3% upside). Prior stop was $11.34. Stop-loss: $11.34.

What are the risks of investing in BNED?

Quality below floor (2.2 < 4.0).

Is BNED overvalued or undervalued?

Barnes & Noble Education, Inc trades at a P/E of N/A (forward 12.1). TrendMatrix value score: 8.7/10. Verdict: Sell.

What do analysts say about BNED?

6 analysts cover BNED with a consensus score of 2.2/5. Average price target: $17.

What does Barnes & Noble Education, Inc do?Barnes & Noble Education, Inc. operates bookstores for college and university campuses, and K-12 institutions primarily...

Barnes & Noble Education, Inc. operates bookstores for college and university campuses, and K-12 institutions primarily in the United States. The company sells and rents new and used print textbooks, digital textbooks, and publisher hosted digital courseware through physical and virtual bookstores, as well as directly to students through Textbooks.com. In addition, it offers First Day and First Day Complete access programs; and general merchandise, including collegiate and athletic apparel, school spirit products, lifestyle and wellness products, technology products, supplies, graduation products, and convenience items. Further, the company sources, sells, and distributes new and used textbooks; and sells hardware and a software suite of applications that provides inventory management and point-of-sale solutions to college bookstores. Additionally, it offers direct-to-student services. It operates physical college and university bookstores; virtual bookstores; True Spirit e apparel and spirit shop e-commerce websites; pop-up retail locations; customized cafés and stand-alone convenience stores; and a media channel for brands targeting the college demographic. Barnes & Noble Education, Inc. was founded in 1965 and is headquartered in Florham Park, New Jersey.

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