BNED trades 51.7% below Wall Street's consensus target of $17.25.
Last 12 months price action with 12-month analyst target path
The base valuation assumes BNED achieves its forward estimates and maintains a stable P/E multiple of 49.4x. This scenario reflects the blended consensus of 3 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of July 8, 2026, Barnes & Noble Education, Inc. (BNED) has a Wall Street consensus price target of $17.25, based on estimates from 3 covering analysts. With the stock currently trading at $11.37, this represents a potential upside of +51.7%. The company has a market capitalization of $390M.
Analyst price targets range from a low of $16.00 to a high of $18.50, representing a 14% spread in expectations. The median target of $17.25 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Hold, with 1 analysts rating the stock as a Buy or Strong Buy,2 rating it Hold, and 0 rating it Sell or Strong Sell. The mixed ratings reflect uncertainty about near-term direction.
From a valuation perspective, BNED trades at a trailing P/E of -4.5x and forward P/E of 49.4x. Analysts expect EPS to grow +181.3% over the next year.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
CHGGChegg, Inc. | $105M | $0.94 | $30.42 | +3140.3% | Hold | — | 22 |
PRDOPerdoceo Education Corporation | $2.2B | $35.16 | $44.00 | +25.1% | Hold | 12.0x | 9 |
VSCOVictoria's Secret & Co. | $6.2B | $78.23 | $57.00 | -27.1% | Buy | 28.6x | 14 |
STRAStrategic Education, Inc. | $1.8B | $79.19 | $87.00 | +9.9% | Buy | 11.0x | 18 |
LOPEGrand Canyon Education, Inc. | $4.2B | $152.96 | $100.00 | -34.6% | Buy | 15.2x | 18 |
COURCoursera, Inc. | $982M | $5.80 | $7.79 | +34.3% | Buy | 10.5x | 17 |
AMZNAmazon.com, Inc. | $2.6T | $245.98 | $307.77 | +25.1% | Buy | 27.9x | 94 |
WLYJohn Wiley & Sons, Inc. | $2.7B | $52.29 | — | — | Hold | 12.4x | 3 |
PSOPearson plc | $11.0B | $16.86 | $14.50 | -14.0% | Hold | 24.0x | 15 |
QUADQuad/Graphics, Inc. | $433M | $8.28 | $8.00 | -3.4% | Buy | 6.8x | 7 |
Quick answers to the most common questions about buying BNED stock.
The consensus Wall Street price target for BNED is $17.25, representing 51.7% upside from the current price of $11.37. With 3 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
BNED has a consensus rating of "Hold" based on 3 Wall Street analysts. The rating breakdown is mixed, with 2 Hold ratings making up the largest segment. The consensus 12-month price target of $17.25 implies 51.7% upside from current levels.
At a forward P/E of 49.4348x, BNED trades at a premium valuation. The consensus price target of $17.25 (51.7% upside) suggests analysts still see growth justifying the multiple.
The most bullish Wall Street analyst has a price target of $18.5 for BNED, while the most conservative target is $16. The consensus of $17.25 represents the median expectation. These targets typically reflect 12-month expectations.
BNED is lightly followed, with 3 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 1 have Buy ratings, 2 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month BNED stock forecast based on 3 Wall Street analysts shows a consensus price target of $17.25, with estimates ranging from $16 (bear case) to $18.5 (bull case). The median consensus rating is "Hold".
BNED trades at a forward P/E ratio of 49.4x based on next-twelve-months earnings estimates. The higher forward P/E suggests near-term earnings pressure. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are very optimistic on BNED, with a "Hold" consensus rating and $17.25 price target (51.7% upside). 1 of 3 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
BNED analyst price targets range from $16 to $18.5, a 14% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $17.25 consensus represents the middle ground.
DCF models, multiple analysis, and analyst estimates.
10-year return with dividends reinvested.
See how regular investing compounds over time.
Compare growth, multiples, and margins vs sector.