BOBS
Bob's Discount Furniture, Inc.
$11.92
-3.01%
$1.6B
No data for this timeframe.
Vol
Market Cap$1.6B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (84%)
Insider Activity7B / 3S
Insider Net $-$138.7M
SEC Reports2
Recent Activity
Jun 9, 2026
short_volume
Short Volume: BOBS — 61.9% short (0.3M / 0.5M)
Short: 327,375 | Exempt: 150 | TRF Vol: 528,808 | Short Ratio: 61.9% | Off-exchange volume (dark poo
May 18, 2026
Insider
Moeller Stephen sold 30,000 shares
See Remarks @ $0.00 ($0.00)
May 18, 2026
Insider
Moeller Stephen sold 30,000 shares
See Remarks @ $5.61 ($168.3K)
May 12, 2026
Insider
BARTON WILLIAM G bought 200 shares
See Remarks @ $12.17 ($2.4K)
May 7, 2026
SEC
Bob's Discount Furniture reported Q1 2026 revenue of $578.1M (+8.5% YoY), slightly below the $578.8M consensus, but GAAP
8-K — Impact 7/10
Apr 30, 2026
SEC
Bob's Discount Furniture increased its revolving credit facility from $125M to $200M and extended the maturity from July
8-K — Impact 4/10
Price Targets
$21.77
+75.1% upside
Strong Buy
Current $12.43
Low $14.00
Median $22.00
High $28.00
13 analysts
$14.00
$28.00
Analyst Ratings
3Strong Buy
13Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| May 8, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
| May 5, 2026 | UBS | MAINTAIN | Buy → Buy |
| May 4, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Apr 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.20 ▼ -5.5% | $0.19 — $0.22 | 13 | |
| Next Q | $0.27 ▼ -1.3% | $0.25 — $0.29 | 13 | |
| Current FY | $0.93 ▲ +2.3% | $0.91 — $0.95 | -12% YoY | 13 |
| Next FY | $1.06 ▲ +0.6% | $1.01 — $1.12 | 14% YoY | 13 |
Latest Reports
BEARISH
8-K
7/10
Bob's Discount Furniture reported Q1 2026 revenue of $578.1M (+8.5% YoY), slightly below the $578.8M consensus, but GAAP
May 7, 2026
NEUTRAL
8-K
4/10
Bob's Discount Furniture increased its revolving credit facility from $125M to $200M and extended the maturity from July
Apr 30, 2026
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Moeller Stephen | M | $0.00 |
| May 18, 2026 | Moeller Stephen | M | $168.3K |
| May 12, 2026 | BARTON WILLIAM | BUY | $2.4K |
| May 8, 2026 | BARTON WILLIAM | BUY | $300.4K |
| Mar 25, 2026 | Glaser Carol | M | $0.00 |
No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.
14 unique insiders with 10 transactions. Net insider value: -$138.7M ($834.8K bought, $139.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Moeller Stephen | See Remarks | M | 30,000 | $0.00 | $0.00 |
| May 18, 2026 | Moeller Stephen | See Remarks | M | 30,000 | $5.61 | $168.3K |
| May 12, 2026 | BARTON WILLIAM G | See Remarks | BUY | 200 | $12.17 | $2.4K |
| May 8, 2026 | BARTON WILLIAM G | See Remarks | BUY | 22,150 | $13.56 | $300.4K |
| Mar 25, 2026 | Glaser Carol | See Remarks | M | 25,000 | $0.00 | $0.00 |
| Mar 25, 2026 | Glaser Carol | See Remarks | M | 25,000 | $2.04 | $51.0K |
| Mar 17, 2026 | Glaser Carol | See Remarks | M | 10,000 | $0.00 | $0.00 |
| Mar 17, 2026 | Glaser Carol | See Remarks | M | 10,000 | $2.04 | $20.4K |
| Feb 13, 2026 | Davis Jennifer Lynn | Director | SELL | 2,917,500 | $15.94 | $46.5M |
| Feb 13, 2026 | Kilgallon John Thomas | Director | SELL | 2,917,500 | $15.94 | $46.5M |
| Feb 13, 2026 | BAIN CAPITAL INVESTORS LLC | 10%+ Owner | SELL | 2,917,500 | $15.94 | $46.5M |
| Feb 12, 2026 | Davies Patricia | See Remarks | A | 10,595 | $0.00 | $0.00 |
| Feb 12, 2026 | Nesle Stephen | See Remarks | A | 11,015 | $0.00 | $0.00 |
| Feb 12, 2026 | Kang Soyoung | Director | A | 4,062 | $0.00 | $0.00 |
| Feb 12, 2026 | BARTON WILLIAM G | See Remarks | A | 138,471 | $0.00 | $0.00 |
| Feb 12, 2026 | Aamir Mir M | Director | A | 4,062 | $0.00 | $0.00 |
| Feb 12, 2026 | Glaser Carol | See Remarks | A | 20,594 | $0.00 | $0.00 |
| Feb 12, 2026 | Schaffer Ryan Gregory | See Remarks | A | 9,023 | $0.00 | $0.00 |
| Feb 12, 2026 | Williams Scott K | Director | A | 5,078 | $0.00 | $0.00 |
| Feb 6, 2026 | Williams Scott K | Director | BUY | 12,000 | $17.00 | $204.0K |
| Feb 6, 2026 | Moeller Stephen | See Remarks | BUY | 15,000 | $17.00 | $255.0K |
| Feb 6, 2026 | Lang Trevor | Director | BUY | 1,845 | $17.00 | $31.4K |
| Feb 6, 2026 | Carbone Barbara | Director | BUY | 1,200 | $17.00 | $20.4K |
| Feb 6, 2026 | Schaffer Ryan Gregory | See Remarks | BUY | 1,250 | $17.00 | $21.3K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 5.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (84% buy). Based on 19 analysts: 3 strong buy, 13 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$21.77 mean target
+75.1% upside
Strong Buy (1.62)
$14.00 Low
$28.00 High
| Metric | Value |
|---|---|
| Current Price | $12.43 |
| Target Low | $14.00 |
| Target Mean | $21.77 |
| Target Median | $22.00 |
| Target High | $28.00 |
| # Analysts | 13 |
| Recommendation | Strong Buy (1.62) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.20 | $0.19 | $0.22 | — | -5.5% | 3↑ 7↓ | $0.6B | — | 13 |
| Next Q 2026-09-30 |
$0.27 | $0.25 | $0.29 | — | -1.3% | 2↑ 6↓ | $0.7B | — | 13 |
| Current FY 2026-12-31 |
$0.93 | $0.91 | $0.95 | -12.3% | +2.3% | 10↑ 0↓ | $2.6B | 10.2% | 13 |
| Next FY 2027-12-31 |
$1.06 | $1.01 | $1.12 | 13.9% | +0.6% | 5↑ 5↓ | $2.8B | 7.2% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.199 | |
| 7d ago | $0.210 | -0.011 |
| 30d ago | $0.210 | -0.011 |
| 60d ago | $0.200 | -0.001 |
| 90d ago | $0.000 | +0.199 |
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 10 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| May 8, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| May 5, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 4, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Apr 1, 2026 | Craig-Hallum | INITIATE | — | Buy |
| Mar 18, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 18, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 18, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Mar 18, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Mar 18, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Mar 2, 2026 | UBS | INITIATE | — | Buy |
| Mar 2, 2026 | JP Morgan | INITIATE | — | Overweight |
| Mar 2, 2026 | B of A Securities | INITIATE | — | Buy |
| Mar 2, 2026 | Goldman Sachs | INITIATE | — | Neutral |
| Mar 2, 2026 | RBC Capital | INITIATE | — | Outperform |
| Mar 2, 2026 | Morgan Stanley | INITIATE | — | Overweight |
| Mar 2, 2026 | Baird | INITIATE | — | Neutral |
| Mar 2, 2026 | Keybanc | INITIATE | — | Overweight |
| Feb 23, 2026 | DA Davidson | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 13 | 3 | 0 | 0 | 84% | |
| May 1, 2026 | 3 | 13 | 3 | 0 | 0 | 84% | |
| Apr 1, 2026 | 3 | 12 | 3 | 0 | 0 | 83% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 9, 2026
short_volume
Short Volume: BOBS — 61.9% short (0.3M / 0.5M)
Short: 327,375 | Exempt: 150 | TRF Vol: 528,808 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: BOBS — 83.1% short (0.8M / 0.9M)
Short: 750,719 | Exempt: 0 | TRF Vol: 903,624 | Short Ratio: 83.1% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: BOBS — 69.2% short (0.6M / 0.9M)
Short: 628,715 | Exempt: 1,500 | TRF Vol: 909,202 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: BOBS — 64.8% short (0.3M / 0.5M)
Short: 344,170 | Exempt: 1,200 | TRF Vol: 531,004 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: BOBS — 65.8% short (0.3M / 0.5M)
Short: 338,467 | Exempt: 0 | TRF Vol: 514,742 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: BOBS — 69.7% short (0.4M / 0.5M)
Short: 378,019 | Exempt: 0 | TRF Vol: 542,629 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: BOBS — 59.2% short (0.3M / 0.6M)
Short: 342,520 | Exempt: 0 | TRF Vol: 578,276 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: BOBS — 71.1% short (0.5M / 0.7M)
Short: 497,535 | Exempt: 0 | TRF Vol: 699,572 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
BOBS Q1 2026 Earnings Scheduled — 2026-05-07
Apr 29, 2026
short_volume
Short Volume: BOBS — 64.4% short (0.4M / 0.6M)
Short: 377,326 | Exempt: 0 | TRF Vol: 586,190 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: BOBS — 57.9% short (0.5M / 0.9M)
Short: 497,251 | Exempt: 0 | TRF Vol: 858,341 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
short_interest
FTD: BOBS — 65,790 shares ($0.7M) failed to deliver
Settlement: 20260406, Price: $11.21, FTD Value: $737,505.9, BOBS DISC FURNITURE INC COM
Mar 25, 2026
short_volume
Short Volume: BOBS — 61.4% short (0.4M / 0.6M)
Short: 379,247 | Exempt: 0 | TRF Vol: 617,444 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Mar 18, 2026
short_interest
FTD: BOBS — 220,543 shares ($3.2M) failed to deliver
Settlement: 20260318, Price: $14.65, FTD Value: $3,230,954.95, BOBS DISC FURNITURE INC COM
Mar 10, 2026
short_interest
FTD: BOBS — 55,101 shares ($1.0M) failed to deliver
Settlement: 20260310, Price: $18.15, FTD Value: $1,000,083.15, BOBS DISC FURNITURE INC COM