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Blue Bird narrows FY2026 EBITDA guidance to $245-250M, showing strong growth potential with 76.7% upside.

Company Fundamentals
17 Oct 2026
Seeking Alpha
View Source
Bullish
Blue Bird narrows FY2026 EBITDA guidance to $245-250M, showing strong growth potential with 76.7% upside.

Blue Bird has updated its FY2026 adjusted EBITDA guidance to a narrower range of $245-250 million, with previous estimates at the lower end of this range. The company has consistently outperformed its guidance for fifteen consecutive quarters, demonstrating strong operational performance. The recent consolidation of Micro Bird contributed $7.8 million to Q3 adjusted EBITDA, which is more than half of the expected $15 million for the second half of the year. Based on the lower end of the 2030+ outlook, the company's fair value is estimated at $101.64 per share, implying a potential upside of 76.7% for investors.

Blue Bird stock update is presented here with Pluang's Consumer Cyclical sector data as of Oct 17, 2026 15:11 WIB. For readers following this sector, of 134 priced US stocks tradable on Pluang, 38 rose and 94 fell today. Notable movers include GME at USD 26.81 with a 1-day change of -4.32% and Pluang order activity of 85% Sell / 15% Buy, ATER at USD 0.56 down 4.27% with 0% Sell / 100% Buy activity, and W at USD 107.28 down 4.15% with 11% Sell / 89% Buy activity. The most notable figure is the 85% sell order activity for GME.

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