Bob's Discount Furniture (BOBS) Q3 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 · Editorial policy
Key numbers
- Adjusted EPS
- $0.28
- Estimate
- $0.26
- Surprise
- +5.7%
- Revenue (period 2026-09-27)
- $680.4M
- Score today
- 6.2/10
Revenue source: xbrl.
How the report landed
Bob's Discount Furniture (BOBS) beat the $0.26 estimate with adjusted EPS of $0.28 — a clear 5.7% upside surprise.
Coverage in the report window
- RBC Capital Markets Reaffirms Buy Rating on Bob's Discount Furniture, Inc. — fiscal.ai, 2026-11-06
- RBC Capital Maintains Outperform on Bobs Discount Furniture, Lowers Price Target to $21 — benzinga, 2026-11-06
- Evercore ISI Group Maintains Outperform on Bobs Discount Furniture, Raises Price Target to $22 — benzinga, 2026-11-06
Where TrendMatrix's rating stands now
TrendMatrix currently rates BOBS Sell at 6.2/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +5.7% surprise compares with a +13.0% four-quarter average. Next scheduled report: 2027-03-17.
What supports the rating
- Strong earnings beat streak (3/4)
- Attractive valuation
What argues against it
- Concentration risk — Supplier: imported finished goods (76.0%)
- Analyst target reached - limited upside remaining
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.8)
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
- $19.42
- Price target
- $19.81
- Stop
- $18.06
- Upside to target
- +2.0%
- Reward-to-risk
- 0.1:1
At 19.2× trailing and 18.6× forward earnings, consensus estimates imply little change in earnings power.
Risk check: RSI 85 — a level conventionally read as overbought; gains at these levels often lean on momentum; trading volume is running 3.1× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-11-07 — shown for context, not personalized investment advice.
BOBS 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
- $2.54B
- P/E (fwd)
- 18.6
- P/E (ttm)
- 19.2
- 52-week range
- $9.74–$23.49
- Off 52-week high
- 17.3%
- RSI (14)
- 85
- Volume vs avg
- 3.12×
- Score today
- 6.2/10