BNED — Barnes & Noble Education Inc

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

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 sells and rents new and used print textbooks, digital textbooks, and publisher hosted digital courseware through physical and virtual bookstores, as well as directly to students through Textbooks.com. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$8.97
Market Cap$312M
Float17.2M
Shares Outstanding34.3M
P/E (Forward)10.63
Price/Sales (TTM)0.18
vs. Analyst Target-91.6% to analyst PT
Profit Margin-0.56%
Operating Margin (TTM)2.93%
Revenue (TTM)$1.73B
Earnings Growth (YoY)-67.70%
Dividend RateNone
Analyst Target Price$0.75 (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 $1.61B -$65.8M $338M -$6.2M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Apr 2025 $278M -$23.2M
Jul 2025 $288M -$18.3M
Oct 2025 $644M $25.0M
Jan 2026 $515M $6.7M

Ownership & Float

Insider Ownership10.5%
Institutional Ownership90.2%
Short Float13.3%
% of All Funds Holding0.96%
Number of Funds Holding79

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$9.65Near-term / short-term trend
Weekly40-Week SMA$8.94Medium-term trend
Weekly80-Week SMA$9.72Cyclical trend (business cycle)
Weekly200-Week SMA$80.83Secular trend (multi-year)
Monthly10-Month SMA$9.15Near-term monthly trend
Monthly20-Month SMA$9.82Medium-term monthly trend
Monthly40-Month SMA$51.99Secular 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
$11.50 resistance 1.45x 9 months ago
$12.80 resistance 1.41x 19 months ago
$6.30 support 2.84x 21 months ago
$54.00 resistance 6.28x 22 months ago
$71.00 resistance 2.56x 24 months ago

Historical Earnings Reactions (40 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -1.86% -1.19% 45.00% 24.29% -19.14%
1 Day -5.49% -2.42% 37.50% 22.89% -32.16%
1 Week -3.68% -4.11% 42.50% 33.86% -45.57%
2 Weeks -5.59% -5.76% 35.00% 35.73% -83.04%
1 Month -8.72% -7.07% 30.00% 57.35% -91.87%

Next earnings: March 9, 2026

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%40.0%10
Jun-7.5%50.0%10
Jul8.4%60.0%10
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 -0.35% 42.7% 508
Tuesday -0.10% 49.4% 559
Wednesday 0.10% 47.8% 556
Thursday 0.17% 47.8% 546
Friday 0.28% 49.5% 546

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 90.2%

Insider Transactions — Smart Summary

Total insider ownership: 10.5%

12-Month Insider Activity Summary

Total Filings2
Net Value-$794.78
Net Shares Change-98
% of Float-0.0%
C-Suite Filings2
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
SHAR JONATHAN CEO -$656.91 1 1 sell
Snagusky Jason CFO -$137.87 1 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-17 Snagusky Jason CFO -$137.87 Transaction at $8.11, now +10.6%
2026-03-17 SHAR JONATHAN CEO -$656.91 Transaction at $8.11, now +10.6%

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 →