Reading BNED? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track BNED free→Reading BNED? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track BNED free→QuarterlyIQ Insights · BNED
Next print, the company's guidance track record, and the earnings events we've seen in the last few years.
Likelihood the company beats analyst consensus on its next print. Read from its own beat history plus how sector peers have been reporting. Not a price-direction call: a serial beater often has the beat already priced in.
Prints it beat consensus, recent quarters.
Indicative, not a guarantee. Base rate ~71%.
Industry peers that beat since this name last reported.
Management's most recent EPS guidance action.
expected = 0.35*own_median(-17.5) + peer(0.2*10.0) + term(0.0) → -4.12% (capped ±15.0)
Calibrated likelihood the company misses analyst consensus on its next print, read from its own miss history plus its industry base rate. A fundamental tilt, not a price call — and a quiet watch-flag, not an alarm.
Elevated risk of a next-quarter earnings miss: this name has been missing across recent quarters and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Calibrated. Base rate ~24%.
Consecutive quarters it missed, most recent run.
How often this industry misses, baseline.
Industry peers that missed in the recent window.
Average absolute move on past earnings days.
Annualized: recent baseline volatility.
Of the last 0 guided quarters.
Actual vs. guided EPS, signed.
Excess return vs. sector ETF, day after print.
Provisional scorecard: fewer than 4 guided quarters in the corpus.
Earnings prints and pre-announcements detected in the SEC filing stream.
Results of Operations and Financial Condition. On March 10, 2026, Barnes & Noble Education, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal third quarter ended January 31, 2026 (the “Press Release”). A copy of the Press Release is attached hereto as Exhibit 99.1. The information in this Form 8-K and the Exhibit attached hereto pertaining to the Company’s financial results shall not be deemed “filed” for purposes of Section 18 of the Securities Excha…
Quarterly EPS and revenue actuals vs. consensus across the last eight quarters (including beat/miss size and the forward consensus heading into the next print) are on the way.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Results of Operations and Financial Condition. On January 20, 2026, Barnes & Noble Education, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal second quarter ended November 1, 2025 (the “Press Release”). A copy of the Press Release is attached hereto as Exhibit 99.1. The information in this Form 8-K and the Exhibit attached hereto pertaining to the Company’s financial results shall not be deemed “filed” for purposes of Section 18 of the Securities Ex…
Results of Operations and Financial Condition. On December 23, 2025, Barnes & Noble Education, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal fourth quarter and full year ended May 3, 2025 (the “Press Release”). A copy of the Press Release is attached hereto as Exhibit 99.1. The information in this Form 8-K and the Exhibit attached hereto pertaining to the Company’s financial results shall not be deemed “filed” for purposes of Section 18 of the Sec…
Results of Operations and Financial Condition. On November 25, 2025, Barnes & Noble Education, Inc. (the “Company”) issued a press release announcing its preliminary unaudited financial results, which are subject to change, for the fiscal year ended May 3, 2025 (“FY25”) and for the six-month period ended November 1, 2025 (the “Press Release”). A copy of the Press Release and Non-GAAP reconciliation tables are attached hereto as Exhibit 99.1. In addition, the information related to the Company…
Results of Operations and Financial Condition. On September 12, 2025, Barnes & Noble Education, Inc. (the “Company”) filed a Notification of Late Filing on Form 12b-25 (“Form 12b-25”) with the Securities and Exchange Commission to report that the Company is unable to file its Quarterly Report on Form 10-Q for the quarter ended August 2, 2025 (the “Form 10-Q”) within the prescribed time period, without unreasonable effort or expense. The Form 12b-25 included selected preliminary and unaudited…
Results of Operations and Financial Condition. The information related to the Company’s anticipated financial results for fiscal year 2025 set forth in
Results of Operations and Financial Condition. On July 18, 2025, Barnes & Noble Education, Inc. (the “Company”) filed a Notification of Late Filing on Form 12b-25 (“Form 12b-25”) with the Securities and Exchange Commission to report that the Company is unable to file its Annual Report on Form 10-K for the year ended May 3, 2025 within the prescribed time period without unreasonable effort or expense. The Form 12b-25 included selected preliminary and unaudited financial results for the fiscal…
Results of Operations and Financial Condition. On March 10, 2025, Barnes & Noble Education, Inc. (the “Company”) issued a press release announcing its financial results for the third quarter ended January 25, 2025 (the “Press Release”). A copy of the Press Release and the financial statements and Non-GAAP reconciliation tables are attached hereto as Exhibit 99.1 and Exhibit 99.2, respectively. The information in this Form 8-K, including Exhibit 99.1 and Exhibit 99.2 attached hereto pertaining…