BBW
BUILD-A-BEAR WORKSHOP INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R May 28 Build-A-Bear Workshop reported Q1 fiscal 2026 (ending May 2, 2026) r…
- S Jun 5 1 insider sell $103.6K at $34.52
- S Aug 24 1 insider sell $272.9K at $40.03
- R Aug 27 Build-A-Bear Workshop reported Q2 fiscal 2026 results that missed ex…
- E Aug 27 Earnings: BBW Q2 2027 Earnings: EPS $0.7 (+2.3% vs est)
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $376.5K.
- InstitutionsMIXED
Q2 2026: 16 added (0 new), 16 trimmed or exited.
- AnalystsBULLISH
7 of 8 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.853 → $0.385 over 90 days. 0 up, 3 down in 30 days.
- Short sellersSTEADY
Short interest −2.5% to 2.82M shares. 9.5 days to cover, ≈22.9% of shares.
- TrendDOWNTREND
12% below its 50-day average. New closing low $23.36 on Oct 21.
- SocialQUIET
Crowd 60° (warm) this week from 1 mention: 1 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | $20.5M |
| GOLDMAN SACHS GROUP INC | ADD | $8.5M |
| MILLENNIUM MANAGEMENT LLC | TRIM | $4.4M |
| MORGAN STANLEY | TRIM | $3.4M |
| BANK OF AMERICA CORP /DE/ | TRIM | $3.0M |
| Point72 Asset Management, L.P. | ADD | $2.6M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | $1.2M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | $1.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analystsPrice is below the lowest target. Median implies +83%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 28, 2026 | DA Davidson MAINTAIN | Buy |
| Jun 17, 2026 | Small Cap Consumer Research REITERATE | Buy |
| May 29, 2026 | DA Davidson MAINTAIN | Buy |
| May 21, 2026 | Small Cap Consumer Research REITERATE | Buy |
| May 6, 2026 | Small Cap Consumer Research REITERATE | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 24, 2026 | John Sharon Price Director | SELL | $272.9K |
| Aug 4, 2026 | Fundler Yevgeny Chief Legal Officer &Secretary | TAX W/H | $5.3K |
| Jul 1, 2026 | John Sharon Price Director | GIFT | 10,000 sh |
| Jun 12, 2026 | John Sharon Price Director | TO ISSUER | 23,336 sh |
| Jun 11, 2026 | Leavitt Craig Director | AWARD | 3,698 sh |
| Jun 11, 2026 | Carrara George Director | AWARD | 2,663 sh |
| Jun 11, 2026 | GOLDMAN JAMES A Director | AWARD | 2,663 sh |
| Jun 11, 2026 | Rotenberg Lesli Director | AWARD | 2,663 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.39 | $0.33–$0.44 | -36.2% | $117.4M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
11 filings · 0 bullish · 2 bearish · 1 mixed · 8 neutral- NEUTRAL SC 13GOct 2, 2026
Pacifica Capital Investments, LLC disclosed a 10.23% passive stake in Build-A-Bear Workshop Inc…
A 10.23% passive stake from a new filer is notable for its size but carries no activist intent. Monitor for any subsequent conversion to a 13D or increased position. The stake is large enough that…
- BEARISH 8-KAug 27, 2026
Build-A-Bear Workshop reported Q2 fiscal 2026 results that missed expectations, with total…
The second consecutive quarterly revenue decline and lowered guidance suggest the consumer headwinds are persistent, not transitory. The termination of the Chief Growth Officer adds execution risk…
- MIXED INST-CLUSTERAug 15, 2026
Institutional activity in BBW (Build-A-Bear Workshop) during 2026-Q2 shows a mixed picture: 6…
The mixed institutional activity and divergent insider signal suggest no clear catalyst. The net selling by large passive managers (Morgan Stanley, BofA) may reflect index rebalancing rather than a…
- NEUTRAL 8-KJun 12, 2026
Build-A-Bear completed a planned CEO succession with Chris Hurt taking over as CEO, while CFO Voin…
The leadership changes are orderly and not disruptive. Monitor the next quarterly earnings call for any strategic shifts under the new CEO, but no immediate trading catalyst is expected from this…
All BBW filing & press-release reports (11)
- SC 13G reportOct 2, 2026
- 8-K reportAug 27, 2026
- INST-CLUSTER reportAug 15, 2026
- 8-K reportJun 12, 2026
- 8-K reportJun 11, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 28, 2026
- DEFA14A reportApr 30, 2026
- 8-K reportMar 12, 2026
- 8-K reportMar 12, 2026
- 8-K reportMar 11, 2026