Best Buy (BBY)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-10-30
$95.65-4.72%
Close 2026-10-30 · 1-day change
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-10-30
Research Workspace
Put BBY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskMostly healthy — no soft spokes
Best Buy’s case rests on improving revenue growth and steady execution that supports broader reach and efficiency. Revenue growth accelerated from negative to 2.0% and then 4.1%; its latest earnings beat. BBY trades at 15× P/E versus a 15× peer median, above its 13× historical multiple. The price reflects less growth than our forecast. Weak cash backing for reported profits threatens the earnings case. Our model puts the next-quarter miss probability near 25%. peer multiples imply a price about 21% below where it trades. Our read remains intact, and this read is provisional.
Trailing returns as of 2026-10-30. BBY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering BBY (as of Oct 2026).
Based on 11 Wall Street analysts offering 12-month price targets for BBY in the last 4 months.
Continue this research
Compare BBY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BBY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Discretionary (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put BBY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive operational effectiveness and efficiency to fund investments
AI hub enhances operational effectiveness and efficiency.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $95.65
The last 12 months of price, then the range of analyst 12-month targets from today’s $95.65.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive operational effectiveness and efficiency to fund investments
Enhances operational effectiveness through AI capabilities.
Advances: Expand and grow Best Buy's reach
Partnership enhances customer experience and expands Best Buy's reach.
Advances: Expand and grow Best Buy's reach
The deal enhances Best Buy's reach and advertising capabilities.
Advances: Expand and grow Best Buy's reach
New advertising opportunity aligns with growth objectives.
Advances: Expand and grow Best Buy's reach
Deepening alliance expands Best Buy's reach and market presence.
Analyst downgrade indicates potential negative outlook for Best Buy.
Advances: Expand and grow Best Buy's reach
Growth beyond core aligns with expansion objectives.
