BNED — Barnes & Noble Education Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates BNED Bullish with a Setup Score of 16, net conviction 37, actionability 7. How the Setup Score works →

Total Setup Score16
Directional BiasBullish
Net Conviction37
Actionability7 (in range)

Key signals behind this score

About Barnes & Noble Education Inc

Barnes & Noble Education, Inc. operates bookstores for college and university campuses, and K-12 institutions primarily in the United States. The company engages in the sale and rental of course materials, including new and used print textbooks, digital textbooks, and publisher-hosted digital courseware through its physical and virtual bookstores. It also provides BNC FIRST DAY affordable access course material programs comprising First Day and F… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$12.41
Market Cap$417M
Float17.4M
Shares Outstanding34.7M
P/E (Forward)10.63
P/E (TTM)24.55
Price/Sales (TTM)0.24
vs. Analyst Target+39.0% to analyst PT
Profit Margin0.98%
Operating Margin (TTM)1.42%
Revenue (TTM)$1.71B
Earnings Growth (YoY)-67.70%
Dividend Rate0.3%
Analyst Target Price$17.25 (1 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 $1.41B -$140M $230M -$123M
2022 $1.50B -$68.9M $343M -$18.1M
2023 $1.54B -$102M $349M -$26.9M
2024 $1.57B -$75.7M $345M -$5.2M
2025 $1.61B -$65.8M $338M N/A
2026 $1.71B $16.9M $366M $65.7M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jul 2025 $288M -$18.3M
Oct 2025 $644M $25.0M
Jan 2026 $515M $6.7M
Apr 2026 $267M $3.5M

Ownership & Float

Insider Ownership9.9%
Institutional Ownership92.3%
Short Float9.2%
% of All Funds Holding1.25%
Number of Funds Holding110

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$12.52Near-term / short-term trend
Weekly40-Week SMA$10.13Medium-term trend
Weekly80-Week SMA$9.90Cyclical trend (business cycle)
Weekly200-Week SMA$62.05Secular trend (multi-year)
Monthly10-Month SMA$10.26Near-term monthly trend
Monthly20-Month SMA$10.25Medium-term monthly trend
Monthly40-Month SMA$40.11Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$12.80 resistance 1.41x 22 months ago
$6.30 support 2.84x 24 months ago
$54.00 resistance 6.28x 25 months ago

Historical Earnings Reactions (41 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -1.16% -0.10% 48.78% 28.85% -19.14%
1 Day -3.87% -3.02% 36.59% 36.32% -32.16%
1 Week -3.03% -4.07% 43.90% 33.86% -45.57%
2 Weeks -3.93% -5.35% 39.02% 38.27% -83.04%
1 Month -8.07% -7.07% 32.50% 57.35% -91.87%

Next earnings: September 3, 2026 (8 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan1.4%45.5%11
Feb0.5%36.4%11
Mar-14.8%27.3%11
Apr-3.0%63.6%11
May5.2%45.5%11
Jun-4.9%54.5%11
Jul7.6%54.5%11
Aug-1.6%36.4%11
Sep-1.1%36.4%11
Oct2.1%45.5%11
Nov10.5%72.7%11
Dec-2.8%36.4%11

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.33% 42.8% 521
Tuesday -0.12% 49.0% 574
Wednesday 0.08% 47.8% 571
Thursday 0.21% 47.8% 561
Friday 0.30% 49.9% 559

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 92.3%

Insider Transactions — Smart Summary

Total insider ownership: 9.9%

12-Month Insider Activity Summary

Total Filings8
Net Value-$1.0M
Net Shares Change-73,792
% of Float-0.4%
C-Suite Filings8
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
SHAR JONATHAN CEO -$871,762.59 2 2 sell
Snagusky Jason CFO -$116,927.368 4 4 sell
Neumann Christopher EVP General Counsel, Secretary -$32,333.85 1 1 sell
Luster Gary SVP, Chief Accounting Officer -$12,376.26 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-07-06 – 2026-07-14 5 4 -$969,405.288 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-07-06 SHAR JONATHAN CEO -$871,105.68 Transaction at $12.83, now -3.3%
2026-07-21 Snagusky Jason CFO -$63,200 Transaction at $12.64, now -1.8%
2026-07-14 Luster Gary SVP, Chief Accounting Officer -$12,376.26 Transaction at $11.61, now +6.9%
2026-07-14 Snagusky Jason CFO -$25,971.57 Transaction at $11.61, now +6.9%
2026-07-14 Neumann Christopher EVP General Counsel, Secretary -$32,333.85 Transaction at $11.61, now +6.9%
2026-07-07 Snagusky Jason CFO -$27,617.928 Transaction at $12.50, now -0.7%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Barnes & Noble Education Inc (BNED) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for BNED on Trend Edge →