Barnes & Noble Education (BNED) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- -$0.37
- Estimate
- -$0.50
- Surprise
- +26.7%
- Revenue (period 2026-08-01)
- $276.9M
- Score at report (before → after)
- 5.5 → 5.5/10
Revenue source: xbrl.
How the report landed
Barnes & Noble Education (BNED) reported a narrower loss than forecast — adjusted EPS of -$0.37 against the -$0.50 estimate (a 26.7% beat on a still-unprofitable quarter). TrendMatrix's engine moved from Sell (5.5/10) to Hold at 5.5/10 after the report.
Coverage in the report window
- Barnes & Noble Education Q1 Adj. EPS $(0.37) Misses $0.63 Estimate, Sales $290.595M Miss $685.284M Estimate — benzinga, 2026-09-08
Where TrendMatrix's rating stands now
TrendMatrix currently rates BNED Sell at 5.7/10.
2 of the last 4 quarters beat the estimate; this quarter's +26.7% surprise compares with a +13.9% four-quarter average. Next scheduled report: 2026-12-10.
What argues against it
- Quality below floor (3.7 < 4.0)
- Reward/Risk 0.6:1 at current price — below 1.5:1 minimum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $13.48
- Price target
- $14.66
- Stop
- $12.68
- Upside to target
- +8.8%
- Reward-to-risk
- 0.6:1
The stock trades at 20.2× trailing but 12.8× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: RSI 80 — a level conventionally read as overbought; gains at these levels often lean on momentum.
Model outputs from TrendMatrix’s engine as of 2026-10-21 — shown for context, not personalized investment advice.
BNED at TrendMatrix's latest read
Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.
- Industry
- Specialty Retail
- Market cap
- $447.2M
- P/E (fwd)
- 12.8
- P/E (ttm)
- 20.2
- 52-week range
- $5.90–$14.75
- Off 52-week high
- 8.6%
- RSI (14)
- 80
- Volume vs avg
- 1.17×
- Score today
- 5.7/10