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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$471.2M
34M shares
52-week range
$5.90 – $14.75
87% from low
Sector
RETAIL-MISCELLANEOUS SHOPPING GOODS STORES
Exchange
NYSE
CS
Borrow rate
0.80%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.20B | $2.03B | $1.85B | $1.41B | $1.50B | $1.54B | $1.57B | $1.61B |
| Cost of revenue | $1.65B | $1.51B | $1.41B | $1.18B | $1.15B | $1.19B | $1.22B | $1.27B |
| Gross profit | $557.2M | $527.7M | $442.5M | $230.3M | $342.8M | $349.4M | $344.9M | $337.8M |
| Gross margin | 25.3% | 25.9% | 23.9% | 16.4% | 22.9% | 22.6% | 22.0% | 21.0% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | −$262.7M | −$27.7M | −$42.8M | −$168.8M | −$60.6M | −$66.4M | −$33.8M | $15.9M |
| EBITDA | −$197.1M | $39.3M | $23.2M | −$122.8M | −$18.1M | −$26.9M | −$5.2M | −$6.2M |
| Net income | −$252.6M | −$24.4M | −$38.3M | −$139.8M | −$68.9M | −$101.9M | −$75.7M | −$65.8M |
| Net margin | -11.5% | -1.2% | -2.1% | -9.9% | -4.6% | -6.6% | -4.8% | -4.1% |
| EPS (diluted) | -540.10 | -52.00 | -80.00 | -57.75 | -28.99 | -42.28 | -23.47 | -2.50 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2027 | $1.8B | $0.80 | $0.80–$0.80 | 1 |
Forward consensus · source: Financial Modeling Prep
Barnes & Noble Education Inc is a contract operator of physical and virtual bookstores for college and university campuses and K-12 institutions across the United States. The company is also a textbook wholesaler and inventory management hardware and software provider. It offers course materials through physical and online bookstores, including new and used print textbooks, rental options, digital textbooks, and publisher-hosted digital courseware. Products are also offered directly to students through Textbooks.com. The majority of the company's revenue is derived from the sale of products through its bookstore locations, including virtual bookstores, and the bookstore affiliated e-commerce websites.
www.bned.comNo one on the platform currently holds BNED.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 15,400 | $136.0K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-16 | $0.0800 | 2026-07-30 |
| Execution date | Ratio |
|---|---|
| 2024-06-12 | 1-for-100reverse |
No one on the platform has traded BNED yet.
| $104M |
| — |
| FLWS1-800-FLOWERS.COM, Inc. | $3.57 | +0.28% | $228M | — |
| GCOGenesco Inc. | $34.80 | -3.81% | $387M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 0.2× sales vs its 2.0× historical median P/S.
Fair value ≈ $117.03 · price $13.56 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$IMMR What is up with IMMR volume? Consistently greater than $BNED but price not budging, while $BNED goes on a tear……
View on StockTwits ↗$IMMR About to get an 8 cent per share dividend on 11.2 million shares....and the 11 million shares of $BNED they own has almost tripled from their $5 purchase price. When BNED hits $15 later today, Immersion will be up 110 million dollars on that investment alone...Immersion has 33.1 million shares outstanding per quick AI search....that is $3.32 per share profit on this investment. Immersion should be $14 a share minimum here in my opinion.
View on StockTwits ↗$BNED Another beautiful morning at BNED! Loving this! If IMMR could follow along for a bit, this could be a beautiful month!
View on StockTwits ↗$BNED showing real strength today, uptrend still intact…
View on StockTwits ↗$BNED showing real strength today… nice little gap up. Looking strong. 💪
View on StockTwits ↗$BNED I could this going big like it did in 2021. Quite the turn around from last year. 💰
View on StockTwits ↗$IMMR $BNED Alright, clear disconnect day. IMMR up 3% BNED up 20%+. Let’s talk about it. BNED did 3x avg volume today IMMR did 1.3x avg volume today It’s like the MM isn’t bothering to price IMMR. You’d think that with 3x volume on BNED you’d see way higher volume with IMMR as arbitrage MM kicks in to reprice IMMR’s BNED stake. Nope. What’s going on? My thesis has always been occam’s razor: it sounds stupid, but I think the market forgot to turn on the pricing models for this stock. Or just thought it wasn’t worth updating the models for. Nobody knows about this.
View on StockTwits ↗@DiddyKongRacing But you’re right - definitely highest close for $BNED. With momentum continuing. Will be interested to see the upgrades coming….
View on StockTwits ↗$IMMR $BNED Light volume all things considered. Management has effectively killed the market for these. Irony is that volume was considerably heavier for $IMMR. IMMR YTD: +4.21% BNED YTD: +55.98% IMMR is and has been white knight and catalyst for BNED’s success. Something’s gotta give. Or this purgatory continues indefinitely at the the behest of those in the know….. Class action please somebody
View on StockTwits ↗$BNED Could be wrong, but I think this is the highest close since $IMMR came on board at $5 and solved their debt problems and joined their board
View on StockTwits ↗$BNED What a great day! Love it... https://tv.nyse.com/nyse-opening-closing-bells/videos/barnes-noble-education-inc-nyse-bned-rings-the-closing-bell-06-25-2026-20-01-12
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.