Blue Bird(BLBD)
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 Blue Bird Welcomes New Dealership in Alabama
 Businesswire· 2025-10-29 22:00
Oct 29, 2025 10:00 AM Eastern Daylight Time Blue Bird Welcomes New Dealership in Alabama Share The new Prattville facility features eight vehicle service bays, a full parts warehouse, and administrative offices. Blue Bird and Micro Bird customers can rely on certified sales, service, maintenance, repair, and parts support staff to ensure the safe and reliable operation of vehicles ranging from individual buses to large bus fleets. The new dealership will create approximately 20 new jobs in the area, includi ...
 Blue Bird's Foundation Promotes Education, Health and Safety Programs in Georgia
 Businesswire· 2025-10-29 01:39
MACON, Ga.--(BUSINESS WIRE)--The Blue Bird School Bus Foundation, charitable arm of iconic school bus manufacturer Blue Bird Corporation (Nasdaq: BLBD), continues to invest in the education, health, and safety of children in its home state of Georgia. The Foundation hosted its second community empowerment event this year and awarded a total of $60,000 to eleven local area nonprofit organizations, including: 1. Boys and Girls Clubs of the Chattahoochee Valley 7. Ronald McDonald House Charities o. ...
 Guilford County Schools Unveils First Propane School Buses
 Businesswire· 2025-10-25 01:01
Oct 24, 2025 1:01 PM Eastern Daylight Time Guilford County Schools Unveils First Propane School Buses Share District will operate 10 new Blue Bird Vision Propane buses, lowering fuel and maintenance costs while reducing emissions Each of the new 2025 Blue Bird Vision Propane 72-passenger school buses comes equipped with a 7.3L V8 Ford engine and ROUSH CleanTech propane fuel system. Ford's 335-horsepower 7.3L engine is compact, powerful and easy to maintain. This bus retains equivalent horsepower, torque, an ...
 Blue Bird Corporation (BLBD): A Bull Case Theory
 Insider Monkey· 2025-10-23 05:31
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
 Blue Bird Stock: A Well-Deserved Rally, Still A Buy Despite Tariff Headwinds (NASDAQ:BLBD)
 Seeking Alpha· 2025-09-30 10:53
As a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long run. I enjoy writing about these businesses, telling their stories, strategies, and financial details. I use a mix of looking at their finances and writing to give insights into how well companies might do, helping people understand the market better ...
 Blue Bird: Hitting Accelerator On Profitable Growth Despite Policy, Tariff Bumps (BLBD)
 Seeking Alpha· 2025-09-30 02:26
 公司概况与市场定位 - 公司Blue Bird Corporation在替代燃料校车市场处于领导地位 [1] - 公司有望成为美国环保署50亿美元清洁校车计划的主要受益者 [1]   分析师背景与研究方法 - 分析师专注于发掘中小市值公司的投资机会 [1] - 分析方法包括深入研究财务报表和市场趋势 [1] - 分析涵盖可能影响公司或行业的重大事件 [1]
 Top-Ranked Stocks to Play the Electric and Autonomous Vehicle Boom
 ZACKS· 2025-09-29 22:51
An updated edition of the Aug 11, 2025 article.The auto industry is undergoing transformation, with electric vehicles (EVs) and autonomous vehicles (AVs) becoming mainstream and reshaping how people think about mobility. For years, Tesla (TSLA) dominated the EV conversation. Today, the field looks very different. Chinese rival BYD Co. Ltd (BYDDY) is challenging Tesla’s leadership, and traditional automakers are rapidly pivoting toward electrification. On top of that, pure-play EV startups are adding fresh c ...
 2 Domestic Auto Stocks to Buy Amid EV Incentive Expiry, Industry Woes
 ZACKS· 2025-09-19 00:06
 行业核心观点 - 国内汽车行业正经历需求驱动因素转变 受政策、融资成本和定价压力影响 [1] - 电动汽车销售因税收抵免政策即将到期而短期强劲 但政策结束后需求可能大幅下降 [1][6] - 美联储降息对汽车贷款缓解作用有限 高融资成本压力将持续 [1][5] - 新车销售强劲与库存紧张、关税压力形成冲突 推高车辆价格 [1][4] - 行业Zacks排名第147位 处于所有250个行业中的后40% [7][8] - 行业2025年盈利预测在过去一年下调55% 反映分析师对增长潜力悲观 [8][9]   行业表现与估值 - 过去一年行业涨幅31% 超越同期汽车-轮胎-卡车板块的24%和标普500指数的18% [10] - 行业当前EV/EBITDA为45.27倍 高于标普500的18.34倍和板块的22.83倍 [13] - 过去五年行业估值区间为10.22-70.03倍 中位数为28.93倍 [13]   电动汽车细分市场 - 8月电动汽车销量创纪录达146,332辆 环比增长14.1% 同比增长17.7% [6] - 销量激增主要受9月底7,500美元税收抵免政策到期驱动 [6] - 政策推动的需求消退后 电动汽车销售预计将出现大幅回调 [6]   推荐公司:Blue Bird - 专注于低排放和零排放校车领域 拥有超过20,000辆丙烷、天然气和电动汽车在运营 [17] - 超过半数销售为非柴油车 通过能源服务合资公司扩展充电基础设施解决方案 [17] - 上季度交付创纪录271辆电动巴士 累计售出或待交付1,200辆电动汽车 [18] - 总订单积压约3,900辆 上调2025年调整后EBITDA指引至2.05-2.15亿美元 [18] - 2025财年销售预计同比增长8% 盈利预计改善17% [19] - 当前Zacks排名为第1级(强力买入) [19]   推荐公司:Xos - 生产中型和重型电动卡车及动力系统 主要客户包括UPS和FedEx [23] - 通过多元化供应商网络规避关税风险 充电解决方案获加州CORE激励计划批准 [23] - 上季度交付量创纪录135辆 同比增长50% 收入增长18.7%至1,840万美元 [24] - 运营亏损收窄至710万美元 为上市以来最低 第二次实现正自由现金流460万美元 [24] - 2026年销售预计同比增长25.5% 2025年盈利预计改善46% [25] - 当前Zacks排名为第2级(买入) [25]
 美国迎来车辆更新周期 BTIG上调校车制造商Blue Bird(BLBD.US)目标价至65美元
 智通财经网· 2025-09-17 14:34
值得注意的是,Blue Bird正将其产品组合向定价更高的替代动力巴士转型,这为收入和利润率提供了增 长动力。刘易斯指出,这表明该公司在未来几年具备极具吸引力的中期增长前景。 智通财经APP获悉,投行BTIG发布研报,表示仍对美国Blue Bird Corporation(BLBD.US)持看涨观点, 将其目标价上调至65美元。该行指出,鉴于北美校车平均车龄已接近11年,该公司所在市场预计将持续 处于车辆更新周期。 BTIG对Blue Bird的投资论点基于其市场领先地位——作为北美地区首选的纯正校车设计与制造商,该 公司掌控着约三分之一的市场份额。 分析师格雷戈里·刘易斯强调,"该企业凭借卓越品质建立了知名品牌,通过与经销商长达数十年的合作 伙伴关系,在全美范围内增强了客户销售渠道与产品服务能力," 展望未来,刘易斯指出了Blue Bird即将面临的多项催化因素:高价替代动力巴士的产量提升、与主要学 区就低排放车型达成合约、根据首批客户订单开发中型商用车产品线,以及美国环保署(EPA)和州政府 即将公布的政府资助计划。 ...
 Blue Bird is viewed favorably at BTIG amid a strong school bus replacement cycle (BLBD:NASDAQ)
 Seeking Alpha· 2025-09-17 01:42
  BTIG updated on Tuesday that it still has a bullish view of Blue Bird Corporation (NASDAQ:BLBD). With the North American school bus average age around 11 years, Blue Bird's (NASDAQ:BLBD) market is expected to be in ...