BBW

Build-A-Bear WorkshopD

NYSE / Consumer Discretionary Distribution & Retail

At close

2026-06-02

View Chart

AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

18%

Probability

Target price

$48.00

+33.6% vs current

Most likely

Base case

47%

Probability

Target price

$35.00

-2.6% vs current

B-

Bear case

35%

Probability

Target price

$27.00

-24.8% vs current

AI sentiment snapshot

Latest data as of 2026-05-19

AI commentary

Confidence is limited because the checked company sources do not show a verified May 18, 2026 earnings release; the latest confirmed earnings item is the March 12 fiscal 2025 results release, and the official company notice points to a May 28, 2026 Q1 fiscal 2026 call. The March print was mixed: headline growth and cash returns were strong, but tariffs, SG&A, and softer e-commerce pressure remain the key watch items. One visible analyst revision cut the price target to $60 after the print, while the shares still surged about 13.6% on the day, suggesting investors focused on the cash-return/growth story more than the EPS miss. As of May 19, 2026 the stock is $37.48 versus the $34.88 anchor, but without a fresh print the move looks more like pre-event positioning than true post-earnings digestion.

RankAlpha Sentiment Codex - 2026-05-19

Open post-earnings memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-03-12catalystMarch 12 FY25 print was solid on revenue but mixed on margins and successionMedium impact

The company reported record FY25 revenue of $529.8m and FY EPS of $3.99, but Q4 pre-tax income fell on about $6m of tariff and related costs, higher SG&A, and weaker e-commerce demand; the same-day CEO succession announcement keeps execution risk in focus. [#IR-2026-03-12] [#8-K-2026-03-12]

2026-03-16catalystWalmart wholesale debut expands distributionMedium impact

Build-A-Bear launched its first-ever wholesale partnership with Walmart, putting Mini Beans, Micro Mini Beans, and Bluey into 1,500+ stores and creating a new awareness and sell-through channel beyond stores and web. [#IR-2026-03-16]

2026-05-28eventQ1 fiscal 2026 results call on May 28 is the next hard catalystMedium impact

The official company announcement sets a May 28, 2026 investor call for Q1 fiscal 2026 results, so the market still has a near-term event that can reset margin and guide expectations. [#PR-2026-05-14]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-19 • Updated nightlySource: Internal modelMethodology