Added to YB: 2025-06-04
Pitch date: 2025-06-03
BNED [bullish]
Barnes & Noble Education, Inc.
+0.69%
current return
Author Info
No bio for this author
Company Info
Barnes & Noble Education, Inc. operates bookstores for college and university campuses, and K-12 institutions primarily in the United States.
Market Cap
$435.5M
Pitch Price
$11.97
Price Target
44.00 (+250%)
Dividend
2.55%
EV/EBITDA
2.47
P/E
25.65
EV/Sales
0.38
Sector
Specialty Retail
Category
growth
250% Upside in a Market Oligopoly Nobody’s Watching
BNED: Trading at 9.2x FY25 EV/EBITDA, First Day® program driving 20%+ YoY growth with 1M students enrolled. Oligopoly business with 85%+ adoption rate after implementation. Targeting $169M EBITDA by FY28 (3.8x multiple). Added 20+ new institutions for 2025-26. PT $44 (250% upside). Risks: ATM offering, limited analyst coverage.
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