Latest news with #Barnes&NobleEducation
Business Insider
4 days ago
- Business
- Business Insider
Barnes & Noble Education receives NYSE notice of non-compliance
On August 4, Barnes & Noble Education received notice from the New York Stock Exchange that the company is not in compliance with Section 802.01E of the NYSE Listed Company Manual due to a delay in filing its Annual Report on Form 10-K for the fiscal year ended May 3, 2025, with the SEC. The company determined that it would not be able to file the Form 10-K within the 15-day extension period under Rule 12b-25 without unreasonable effort or expense due to an audit committee internal investigation that rendered management unable to complete the company's financial reporting process and preparation of its financial statements for the fiscal year ended May 3, 2025. Accordingly, the company is working diligently to complete the necessary work to make the filing as soon as practicable and currently anticipates filing the Form 10-K within the six-month period granted by the notice from the NYSE, which will bring the company back into compliance with the NYSE listing standards.
Globe and Mail
24-07-2025
- Business
- Globe and Mail
Securities Fraud Investigation Into Barnes & Noble Education, Inc. (BNED) Announced – Investors Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz
The Law Offices of Frank R. Cruz announces an investigation of Barnes & Noble Education, Inc. ('Barnes & Noble' or the 'Company') (NYSE: BNED) on behalf of investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON BARNES & NOBLE EDUCATION, INC. (BNED), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS. What Is The Investigation About? On July 18, 2025, Barnes & Noble disclosed that '[c]ertain information regarding the recording of cost of digital sales was brought to the attention of management' and that, as a result, 'management believes that the Company may have a potential overstatement of up to $23.0 million in the aggregate to its accounts receivable balance as of its May 3, 2025 fiscal year-end.' On this news, Barnes & Noble's stock price fell $2.36, or 21%, to close at $8.87 per share on July 21, 2025, thereby injuring investors. Contact Us To Participate or Learn More: If you purchased Barnes & Noble securities, have information or would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us: The Law Offices of Frank R. Cruz, 2121 Avenue of the Stars, Suite 800, Century City, California 90067 Call us at: 310-914-5007 Email us at: info@ Visit our website at: Follow us for updates on Twitter at If you inquire by email, please include your mailing address, telephone number, and number of shares purchased. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Business Insider
19-07-2025
- Business
- Business Insider
Barnes & Noble Education options imply 4.5% move in share price post-earnings
Pre-earnings options volume in Barnes & Noble Education (BNED) is normal with puts leading calls 6:1. Implied volatility suggests the market is anticipating a move near 4.5%, or 51c, after results are released. Median move over the past eight quarters is 1.9%. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
Business Insider
14-07-2025
- Business
- Business Insider
Barnes & Noble Education options imply 12.0% move in share price post-earnings
Pre-earnings options volume in Barnes & Noble Education (BNED) is normal with calls leading puts 13:1. Implied volatility suggests the market is anticipating a move near 12.0%, or $1.34, after results are released. Median move over the past eight quarters is 2.7%. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
Yahoo
09-06-2025
- Business
- Yahoo
Barnes & Noble Education, Inc. (BNED): A Bear Case Theory
We came across a bearish thesis on Barnes & Noble Education, Inc. (BNED) on Monopolistic Investor's Substack by Antoni Nabzdyk. In this article, we will summarize the bears' thesis on BNED. Barnes & Noble Education, Inc. (BNED)'s share was trading at $11.82 as of 4th June. An aerial view of a well-stocked bookstore, with customers browsing inside. Barnes & Noble Education (BNED) operates at the intersection of traditional academia and retail, providing textbooks—both digital and physical—while also managing campus bookstores across educational institutions. Its model, though well-entrenched within a regulated education system, faces mounting pressures from evolving technology and shifting student preferences. While AI-powered learning alternatives like Duolingo pose a long-term threat, the structural inertia in education ensures textbooks remain mandatory for now. More pressing is the competitive threat from Amazon, which offers direct textbook purchases, eroding BNED's intermediary role and highlighting the company's lack of pricing power. Students, constrained by affordability, routinely compare prices or opt for used books, which has led BNED to build a student trading platform, yet this only reinforces the commoditized nature of its core product. BNED's dependence on third-party suppliers adds vulnerability, as nearly 28% of its inventory is externally sourced. Despite these challenges, its access to the college demographic provides marketing partnerships with brands like DoorDash and Dell, and its campus stores benefit from sales of custom school merchandise and branded apparel. The company also generates revenue through NOOK e-readers, merchandise, Starbucks cafés, self-publishing, and memberships. However, BNED remains financially weak: it has negative net margins, thin operating profits, and inconsistent revenue driven by academic cycles. While it maintains a positive net equity position, its debt load and structurally uncompetitive metrics underscore a business in decline. With stagnant projected growth and few signs of meaningful turnaround, BNED appears poorly positioned in an industry facing long-term disruption, making it an unattractive investment prospect. We previously covered a on Barnes & Noble Education (BNED) by Catapult Capital on Substack in March 2024, which highlighted the transformative potential of Equitable Access programs, improving margins, and resolution of regulatory and debt overhangs. While the stock has appreciated by approximately 21% since then, Monopolistic Investor's recent bearish take contrasts sharply, emphasizing BNED's structural weaknesses, thin margins, and susceptibility to competition and disruption, raising doubts about the sustainability of its turnaround. Barnes & Noble Education, Inc. (BNED) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 12 hedge fund portfolios held BNED at the end of the first quarter which was 17 in the previous quarter. While we acknowledge the risk and potential of BNED as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
