From Yahoo Finance: 2025-06-09 11:39:00

Barnes & Noble Education, Inc. (BNED) is facing a bearish thesis due to structural weaknesses, thin margins, and rising competition from companies like Amazon. The company’s financial health is also a concern, with negative net margins and inconsistent revenue. Despite generating revenue through various channels, BNED is seen as an unattractive investment prospect with stagnant growth.

A previous bullish thesis on BNED highlighted the potential of Equitable Access programs and margin improvements, but recent bearish views emphasize the company’s vulnerabilities. With only 12 hedge fund portfolios holding BNED, the stock is not among the 30 most popular stocks among hedge funds. Investors are advised to consider other AI stocks with higher return potential and limited downside risk.



Read more at Yahoo Finance: Barnes & Noble Education, Inc. (BNED): A Bear Case Theory