DailyIQ
Last updatedjust now

BBY·Best Buy Co., Inc.

$87.79
-0.17 (-0.19%)
High
$88.61
Open
$87.10
Market Cap
18.59B
52W High
$96.53
Low
$86.81
P. Close
$87.79
P/E
14.62
52W Low
$55.10
Fwd P/E
12.19
DailyIQ Est.
$86.19
Inst. Ownership
46.3%
Short Interest
7.02%
Days to Cover
4.4
Div. Yield
4.36%
Next Ex-Div
~Dec 16
Div. Growth
21+ yrs
Technical Score (1D)
67
BULLISH
News Sentiment
74
BULLISH
On the 1D view, BBY scores 67 out of 100 with a BUY signal and firm momentum. The trend bias is bullish, and price action is constructive - conditions that typically favor continuation over mean reversion. Sentiment at 74 is aligned with the price structure, removing a common source of friction that can stall trending stocks. The neutral range RSI reading further supports the view that this setup hasn't been pushed to extremes. Going forward, a sustained move above $91.55 would be the next confirmation that buyers are still in control. If the stock pulls back, the area around $84.51 is where trend-followers would look to re-engage before the next potential leg higher. Volume behavior around $91.55 will say more than the score alone. A push through on light volume is easier to fade than one backed by real participation. Best Buy Co., Inc.'s 1D setup gives bulls the benefit of the doubt for now, but the neutral range RSI reading means there's still a runway before the trade gets crowded - $84.51 remains the level that keeps that runway open.
LOW TARGET
$71 -19.1%
3 analysts
MEAN TARGET
$87 -1.0%
23 analysts
HIGH TARGET
$100 +13.9%
5 analysts
PRICE RANGE
$71.00 - $100.00
SB / B / H / S / SS
2/5/21/2/1
DAILYIQ EST.
$86.19 (-1.8%)
Sector
Consumer Cyclical
Industry
Specialty Retail
Exchange
NYQ
Country
United States
Symbol
BBY
Description
Best Buy Co., Inc. operates as a leading retailer of technology products and services across the United States, Canada, and internationally. The company's core business revolves around offering a diverse range of consumer electronics, computing devices, mobile phones, appliances, and entertainment products. Best Buy differentiates itself through a comprehensive service ecosystem, providing delivery, installation, technical support, and repair services, alongside various membership programs. Operating under multiple brand names, including Best Buy and Geek Squad, the company distributes its products through a network of physical stores and online platforms, such as bestbuy.com. Founded in 1966, Best Buy aims to provide consumers with a one-stop shop for technology solutions and related services.
Bought (1Y)
0 shares
$0
Sold (1Y)
2,318,196 shares
$189.7M
Scarlett KathleenSEVP, CHRO
Option Exercise96,166 shares2026-09-23
Scarlett KathleenSEVP, CHRO
Sell88,110 shares2026-09-23
Scarlett KathleenSEVP, CHRO
Sell27,952 shares2026-09-23
Scarlett KathleenSEVP, CHRO
Option Exercise96,166 shares2026-09-23
Scarlett KathleenSEVP, CHRO
Award/Grant32,311 shares2026-09-20
55/ 100
Neutral / mixed
Overall: Neutral
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Gross Margin
22.5%
Net Margin
2.6%
Revenue CAGR
0.2%
Current Ratio
1.11x
Debt / Equity
0.40x
Return on Equity
36.1%
Earnings Summary
Best Buy Co., Inc. is a leading North American retailer of consumer electronics, computing devices, mobile phones, appliances, and entertainment products, operating through physical stores and an online platform. The company’s business model emphasizes a comprehensive service ecosystem, including delivery, installation, technical support, and repair services, and it leverages membership programs to drive repeat traffic. Best Buy operates in the consumer cyclical specialty retail sector, where sales are sensitive to technology demand cycles and consumer discretionary spending. In the most recent quarters, Best Buy posted earnings that consistently beat analyst expectations. Q4 2024 EPS of $2.58 surpassed the $2.41 estimate, while Q1 2025 EPS of $1.15 exceeded the $1.10 estimate, and Q2 2025 EPS of $1.28 beat the $1.22 estimate. Revenue trends show a modest decline from $13.948B in Q4 2024 to $8.767B in Q1 2025, followed by a rebound to $9.438B in Q2 2025 and $9.672B in Q3 2025, indicating a gradual recovery in sales volume. The company has consistently outperformed estimates in the last four quarters, with EPS beats in each period and revenue growth in the second half of 2025. Historically, Best Buy has maintained a steady YoY revenue growth trajectory, with EPS growth outpacing revenue in recent periods. The company has repeatedly beaten analyst estimates for EPS, even when revenue growth slowed, demonstrating resilient profitability. This pattern of strong earnings relative to revenue suggests effective cost management and a robust service margin. Recent news highlights a partnership with LG Ad Solutions that integrates LG’s Home Screen and CTV inventory with Best Buy Ads, creating a new retail media channel that could enhance measurement and reach for advertisers. The deal is positioned as a near‑term catalyst that may support earnings growth by expanding Best Buy’s retail media scale. Key will be whether the company can sustain its EPS beats while navigating the modest revenue volatility seen in the first half of 2025.

EPS

EstBeatMiss
$0.87$1.36$1.85$2.34$2.84Q4'24Q1'25Q2'25Q3'25Q4'26Q4'25
QtrEstActual+/−
Q4'25$2.50 - -
Q4'26$2.47$2.61+5.8%
Q3'25$1.31$1.40+6.7%
Q2'25$1.22$1.28+4.5%
Q1'25$1.10$1.15+5.0%
Q4'24$2.41$2.58+7.2%

Revenue

EstBeatMiss
$8.0B$9.7B$11.4B$13.1B$14.8BQ4'24Q1'25Q2'25Q3'25Q4'26Q4'25
QtrEstActual+/−
Q4'25$14.0B - -
Q4'26$13.9B$13.8B-0.5%
Q3'25 - $9.7B -
Q2'25 - $9.4B -
Q1'25 - $8.8B -
Q4'24 - $13.9B -

Market Data

BBY Stock Snapshot

BULLISH67/100
$87.79−$0.17 (0.2%)
Market cap
18.59B
P/E ratio
14.6
Day range
$86.81 – $88.61
News sentiment
74/100 · Bullish
Analyst target
$86.95 (-1.0%)
Consensus
Hold · 31 analysts
52-week range+59.3% off low · -9.1% from high
$55.10$96.53
Price $87.79 DailyIQ Est. $86.19

Trend, momentum and range position line up bullish on BBY at the moment. Earnings and guidance carry more weight than macro data at this capitalisation.

Reverse DCF

What growth is priced into BBY?

FAIR

At today's price, Best Buy Co., Inc. needs to grow free cash flow about 3.1% a year for the next 10 years to justify its valuation at a 9.92% cost of capital. Over its actual history it has compounded free cash flow at 3.0% a year, so the market is asking for 0.1 percentage points above its own delivered rate. On that basis BBY looks priced roughly in line with its own growth record.

Implied FCF growth
3.1%
Historical FCF CAGR
3.0%
Growth gap
+0.1 pts
Verdict
FAIR
Discount rate (WACC)
9.92%
Beta
1.03

Behaviour On Record

What BBY's own history says about today's numbers

Realized volatility (21d)
32.5% 56th pct
Below its peak
-36.7%
vs 200-day average
+19.8%
Up days (1y)
47%

Best Buy Co., Inc. is currently running 32.5% annualised volatility over the last 21 sessions. Measured against BBY's own 13 years of daily returns rather than a market-wide average, that is the 56th percentile — close to its own typical level, against a typical reading of 30.6%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

BBY is trading -36.7% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -30.9%, and the deepest was -44.0% in 2014. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began — and where past declines also continued.

Price sits +19.8% from its 200-day moving average. Against every other day in its history, that gap ranks at the 85th percentile — a wider gap than this stock usually carries. Over the past year BBY closed higher on 47% of sessions, and it is currently 1 session into a rising streak.

On October specifically: over 13 years of records, BBY finished the month higher 7 of 13 times, with a median return of +1.8% and an average of +0.9%. Its strongest month historically has been August at +4.0% on average, its weakest January at -2.8%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: BBY has opened more than 2% away from the prior close in 119 of 3,267 sessions (3.6% of the time), with the largest gaps running +6.5% and -8.8%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 3 dated reports on file, BBY moved an average of 1.7% in the session after earnings, closing higher 2 of those 3 times, with a median move of +0.6% and a largest of -2.4%.

All figures computed from 3,268 daily closes between 2013-10-15 and 2026-10-13, split-adjusted, recomputed daily. Percentiles are against BBY's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of BBY's sector?

Best Buy Co., Inc. sits in the Consumer Discretionary sector, currently ranked 7th of 12 GICS sectors by relative-strength rotation score (improving). Within its narrower Retail industry group, BBY ranks 4th of 15 tracked industries, improving.

Sector rank
#7 of 12
Sector state
Improving
Sector rotation score
55
Industry rank
#4 of 15

Options Market

What is the options market pricing for BBY?

CallsPuts

For Best Buy Co., Inc.'s nearest expiry (2026-10-16, 2 days out), open interest is put-heavy, a defensive/bearish tilt (put/call ratio of 1.20), with at-the-money implied volatility around 42.6%. The options market is pricing roughly a ±3.0% move by that expiry — a range of about $84.97–$90.19.

Put/call ratio (2026-10-16)
1.20
ATM implied volatility
42.6%
Total open interest
19,500
Expected move by 2026-10-16
±3.0% ($84.97–$90.19)

Analyst Rating Changes

Are analysts turning bullish or bearish on BBY?

Evercore ISI Group most recently reiterated its rating on Best Buy Co., Inc. to In-Line on Sep 29, 2026 with a price target of $90 (from $85). Over the last 90 days, coverage has run 1 upgrade against 2 downgrades, a net bearish lean.

Latest action
Evercore ISI Group — In-Line
90-day upgrades
1
90-day downgrades
2
Net rating momentum
-1
DateFirmActionRatingPrice target
Sep 29, 2026Evercore ISI GroupMaintainedIn-Line$85 → $90
Sep 8, 2026DA DavidsonDowngradeBuy → Neutral$95
Aug 28, 2026UBSMaintainedNeutral$86 → $90
Aug 28, 2026BarclaysMaintainedEqual-Weight$77 → $85
Aug 28, 2026Morgan StanleyMaintainedEqual-Weight$80 → $90
Aug 28, 2026DA DavidsonMaintainedBuy$90 → $95
Aug 28, 2026GuggenheimMaintainedBuy$90 → $95
Aug 28, 2026Goldman SachsMaintainedSell$62 → $71
Aug 20, 2026Piper SandlerMaintainedNeutral$77 → $85
Aug 13, 2026CitigroupMaintainedNeutral$79 → $88
Aug 11, 2026Wells FargoMaintainedEqual-Weight$65 → $85
Aug 11, 2026Truist SecuritiesUpgradeHold → Buy$81 → $95

Peers & ETF holders

BBY peers & ETF holders

News Sentiment Analysis

Sentiment gathered from recent headlines

74/100
Strong NegativeNeutralStrong Positive
BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
In October 2026, LG Ad Solutions announced a partnership with Best Buy Ads to open LG’s US TV Home Screen and CTV inventory to retail media advertisers. The collaboration enables programmatic buying through Magnite and closed‑loop sales measurement using Best Buy’s first‑party shopper data. By linking Best Buy’s retail media audiences with LG’s premium connected TV surfaces, the deal creates a new channel for consumer electronics brands to reach shoppers from discovery to purchase with measurable outcomes.
What did this article say?
Best Buy Ads partnered with LG Ad Solutions to make Best Buy’s first‑party shopper audiences available across LG’s TV ecosystem, including Home Screen and connected‑TV video inventory. The collaboration allows brands to extend retail media spending into connected‑TV environments and reach consumers throughout the shopping journey. The partnership is expected to broaden advertising inventory for retail media advertisers in the U.S. and create new measurement opportunities.
What did this article say?
LG Ad Solutions announced a partnership with Best Buy Ads that brings premium LG TV inventory, including Home Screen and connected‑TV video, to retail media advertisers in the U.S. Through the collaboration, brands can activate Best Buy Ads audiences across the LG ecosystem, creating new opportunities for measurable outcomes. The partnership marks the first time LG’s Home Screen inventory is available via a retail media network, expanding the reach of retail media beyond owned properties.
What did this article say?
Best Buy (BBY) announced a $0.96 per share dividend, yielding 4.39%, slightly above the Retail‑Consumer Electronics industry average of 4.37%. The company’s annualized dividend of $3.84 grew 1.1% from the prior year, reinforcing its commitment to shareholder returns. With a 30.57% price change this year, the stock’s dividend performance positions it as an attractive option for income‑focused investors.
What did this article say?
Zacks analysts highlighted Best Buy (BBY) as a top value pick, citing its high Zacks Rank and favorable value score. The report noted that BBY’s current share price appears undervalued relative to its earnings estimates. Analysts emphasized that the stock’s fundamentals align with value‑investment criteria, making it attractive for investors seeking upside potential. No immediate catalysts or earnings surprises were mentioned, suggesting a steady, long‑term investment thesis.
What did this article say?
Best Buy (BBY) has posted a year‑to‑date performance that exceeds many of its Retail‑Wholesale peers, according to recent sector comparisons. The company holds a Zacks Rank of #2 (Buy), reflecting strong analyst sentiment. Over the past three months, BBY’s full‑year earnings estimate rose 3.9%, indicating upward revision momentum. These factors suggest a positive outlook for the retailer relative to its industry group.
What did this article say?
Best Buy continued to issue quarterly dividends during its rebuilding phase, demonstrating that the payout is supported by cash flow. The company’s dividend yield remained stable, indicating that the financial foundation is solid enough to sustain shareholder returns. Analysts noted that this consistency reflects a maturing turnaround, with the firm moving closer to full operational recovery. The dividend strategy provides a tangible benefit to investors while the company completes its restructuring. Overall, the article portrays Best Buy’s dividend policy as a positive indicator of its near‑term financial health.
What did this article say?
Best Buy reported Q2 results that matched analyst expectations, with revenue staying in line with consensus estimates. The company’s earnings were part of a broader specialty retail cohort that delivered satisfactory performance overall. Despite the steady revenue, the broader sector experienced a modest decline in share prices, averaging a 5.5% drop since the quarter’s end. The report highlights ongoing e‑commerce competition and declining foot traffic as persistent challenges for specialty retailers. These factors suggest a mild negative outlook for the near term, though the financial fundamentals remain stable.
What did this article say?
Best Buy announced it would transfer its Global Capability Center in India to Tata Consultancy Services under a multi‑year agreement. The center, which supports the retailer’s digital operations, will become an AI‑native capability hub. Tata will redesign workflows, develop AI‑powered experiences and scale capabilities across Best Buy’s business. The move is intended to enhance Best Buy’s digital transformation and operational efficiency.

Technical Analysis

Real-time indicators across multiple timeframes

67
BULLISH
Momentum rank against about 1,000 stocks and ETFs for this timeframe.
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Institutional & Hedge Fund Ownership
25 tracked managers · $7.21B combined position · 15 adding, 10 trimming, 0 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
BlackRock, Inc.▲ Buy25,471,95512.02%$1.93B2026-08-07
Vanguard Group Inc▲ Buy24,255,32011.45%$1.62B2026-01-29
Geode Capital Management, LLC▲ Buy7,981,4813.77%$617.94M2026-08-12
Invesco Ltd.▼ Sell5,075,4822.40%$385.13M2026-08-14
JPMorgan Chase & Co▼ Sell4,835,5422.28%$376.14M2026-08-12
Goldman Sachs Group Inc▲ Buy4,419,8952.09%$335.38M2026-08-14
AQR Capital Management LLC▼ Sell3,805,8271.80%$288.79M2026-08-14
Morgan Stanley▼ Sell3,698,6161.75%$280.65M2026-08-13
Citadel Advisors LLC▲ Buy3,335,4941.57%$253.10M2026-09-02
Norges Bank▲ Buy3,001,9491.42%$227.79M2026-08-12
Northern Trust Corp▼ Sell2,718,3771.28%$206.27M2026-08-13
Millennium Management LLC▲ Buy1,241,6170.59%$94.21M2026-08-14
Renaissance Technologies LLC▼ Sell1,221,6000.58%$92.70M2026-08-13
Point72 Asset Management, L.P.▲ New1,206,0580.57%$91.52M2026-08-14
Citigroup Inc▲ Buy1,118,2550.53%$84.85M2026-08-03
Gotham Asset Management, LLC▲ Buy963,1700.45%$73.09M2026-08-14
Balyasny Asset Management L.P.▲ Buy956,2300.45%$72.56M2026-08-14
Bank of America Corp▼ Sell633,2540.30%$48.05M2026-08-14
D. E. Shaw & Co., Inc.▲ Buy333,4490.16%$25.30M2026-08-14
AllianceBernstein L.P.▼ Sell344,4350.16%$22.11M2026-08-14
Wells Fargo & Company▲ Buy259,2210.12%$19.67M2026-08-14
Verition Fund Management LLC▲ Buy218,3630.10%$16.57M2026-08-14
Man Group plc▼ Sell181,6240.09%$13.78M2026-08-14
FMR LLC (Fidelity)▲ Buy168,6300.08%$12.80M2026-08-13
Susquehanna International Group, LLP▼ Sell159,4750.08%$12.10M2026-08-14
Q2 2026 flow:8.19M sh bought ($622.18M)5.24M sh sold ($397.76M)net +2.96M sh (+$224.42M)
Congressional Trading Activity
3 disclosed trades · ~$24.0K est. traded value · 1 buys, 2 sells
MemberChamberStateTypeAmountTradedFiled
Alan ArmstrongSenateOK▲ Buy$1K - $15K2026-03-272026-07-21
Rob BresnahanHousePA08▼ Sell$1K - $15K2025-04-082025-04-28
John HickenlooperSenateCO▼ Sell$1K - $15K2023-04-122023-05-15