Roth Capital Rates Blue Bird (BLBD) buy, $94 Price Target

Roth Capital has upgraded BLBD to a buy rating with a new price target of $94, a 24.72% upside from the current price.

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Roth Capital rated Blue Bird Corporation ($BLBD) "buy" with a $94 price target on June 25, 2026.

Since the rating, $BLBD is down 3.8% after 1 week, down 3.9% after 1 month and down 27.4% to date (from the $79.09 close on Jun 25, 2026).

BLBD Blue Bird Corporation
$57.39 +22.73% year to date
Daily close · Oct 16, 2026

Key Points

  • Roth Capital upgraded BLBD to a buy rating on June 25, 2026, with a new price target of $94.
  • Roth Capital's $94 price target implies 24.72% upside from Blue Bird Corporation's ($BLBD) current $75.37 share price.
  • Shares of BLBD traded near $75.37 on Thursday, reflecting analyst optimism.
  • Institutional investors such as Vanguard and Janus Henderson adjusted their positions in BLBD recently.

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Roth Capital has upgraded its rating on BLBD, setting a new price target of $94. This change was made by analyst Craig Irwin on June 25, 2026, reflecting a positive outlook on the company's stock.

Analyst rating track record

Roth Capital vs. the S&P 500

YTD return +10.82% hypothetical
All-time return +12.78% S&P 500 +13.31%
vs. S&P 500 -0.53% behind the index

Hypothetical returns from Roth Capital's disclosed trades, not real profit or advice. How we model this.

Other Institutional Activity in BLBD

Institutional investors have been active in BLBD recently. BlackRock, Inc. trimmed its holdings by 8,516 shares, leaving it with 2,590,073 shares valued at about $147.1 million. FMR LLC reduced its position by 482,702 shares, holding 2,541,383 shares worth approximately $144.3 million. American Century Companies Inc. cut its stake by 32,120 shares, ending with 1,760,651 shares valued at $99.9 million. Meanwhile, Vanguard Capital Management LLC opened a new position with 1,390,607 shares, valued at $78.9 million. Janus Henderson Group PLC expanded its holdings by 324,710 shares, now owning 1,102,335 shares worth $62.7 million.

Blue Bird Corporation Stock Up 24.7%

As of Thursday, shares of BLBD traded near $75.37. The stock has seen significant interest from analysts and investors alike, with its recent activity hinting at potential growth. The stock’s recent performance and valuation adjustments by analysts suggest a positive sentiment in the market.

12-month forecast

$BLBD price target

Blue Bird Corporation daily closes and this analyst's $94 target. Not advice.

Insider Buying and Selling at Blue Bird Corporation

Recent insider activity includes Daniel Mark Thau purchasing 300 shares at an average price of $65.09 on May 19, 2026. Additionally, Steve Girardin made several purchases on April 1, 2026, including 2,702,180 shares. On March 4, 2026, Jeffrey Scott Sanfrey, the Chief Operating Officer, sold 5,192 shares at an average price of $58.54.

Analysts Set New Price Targets

On June 25, 2026, Roth Capital assumed coverage of BLBD with a buy rating and set a price target of $94. Earlier in June, DA Davidson maintained its buy rating with a target of $86. Barclays and Needham also maintained their buy ratings in May, with targets of $75 and $86, respectively. The consensus among analysts is a buy rating, with a mean target price reflecting strong expectations for the company.

Bottom Line

Roth Capital's new buy rating and $94 price target for BLBD reflect increased optimism about the company's future performance. Institutional and insider activities suggest a dynamic interest in the stock. These 13F filings and analyst updates are backward-looking and reflect past positions and opinions, which may not be current. Investors often track these changes to gauge potential future movements in the stock.

Source: Roth Capital's rating change on $BLBD (Jun 25, 2026). Written by software, not financial advice. How we make alerts

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