SecBot SecBot

BOBS

Bob's Discount Furniture, Inc.
NYSE· Retail-Furniture Stores· Inc. DE· CIK 0002085187 Consumer & Retail
$15.97 −0.04 (−0.25%)
Oct 27 4:00 PM ET · prev $16.01
Market cap
$2.1B
Mid cap
Consensus
Buy
84% Buy or better · 19 analysts
Median target
$22.00
+38% · range $18.00–28.00
Next earnings
Nov 5
in 9 days
Since first trade
−6.2%
from $17.02 · Feb 5
30 days
+15.0%
from $13.89
Range since listing
$9.85–22.53
−29% from high · low May 6
Avg volume 20D
689.8K
shares / day
Short interest
8.82M
≈6.8% of shares · +20.8%
Days to cover
12.8
at average volume
Insider net
−$138.7M
6 buyers · 3 sellers · 12 mo
New fund stakes
2
Q2 2026 13F · 0 exits
SecBot read MIXED 2 reports · 90 days
Balance 0 bearish · 0 bullish · 1 mixed · 1 neutral oldest → newest, height = score
Avg score ·High conf. 1/2 ·Next Earnings date, Nov 5, 2026
Strongest MIXED A mixed institutional cluster in BOBS shows 16 buyers accumulating $111.8M in net new positions (led by…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    6 insiders bought $834.8K at an average $15.56. 3 insiders sold $139.5M.

  • InstitutionsBULLISH

    Q2 2026: 17 added (2 new), 9 trimmed or exited. Largest new: Massachusetts Financial Services /Ma/ $20.8M, Chilton Investment $14.3M.

  • AnalystsBULLISH

    16 of 19 rate it Buy or better. Every target is above the price.

  • Short sellersBUILDING

    Short interest +20.8% to 8.82M shares. 12.8 days to cover, ≈6.8% of shares.

  • TrendUPTREND

    3% above its 50-day average.

Who's buying

13F· Q2 2026
2
new positions
0
exits
$35.1M
in new stakes
FundMoveSharesValue
FMR LLCADD7,462,590$118.1M
BlackRock, Inc.DOUBLED1,875,643$29.7M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/NEW1,313,225$20.8M
Alyeska Investment Group, L.P.TRIM1,049,247$16.6M
BALYASNY ASSET MANAGEMENT L.P.TRIM991,160$15.7M
CHILTON INVESTMENT CO INC.NEW905,958$14.3M
UBS Group AGADD522,784$8.3M
Point72 Asset Management, L.P.TRIM493,970$7.8M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

19 analysts
Buy 84% rate it Buy or better
Strong Buy3Buy13Hold3Sell0Strong Sell0
12-month targets · 13 analysts

Price is below the lowest target. Median implies +38%.Targets as of Oct 28, 2026.

Recent actions
DateFirmActionRating
Oct 13, 2026Evercore ISI Group
MAINTAIN
MAINTAINOutperform
Aug 7, 2026RBC Capital
MAINTAIN
MAINTAINOutperform
Aug 7, 2026Evercore ISI Group
MAINTAIN
MAINTAINOutperform
Jul 7, 2026Evercore ISI Group
MAINTAIN
MAINTAINOutperform
May 8, 2026RBC Capital
MAINTAIN
MAINTAINOutperform
May 8, 2026Evercore ISI Group
MAINTAIN
MAINTAINOutperform

Insider ledger

Form 4
$834.8K
bought · 6 insiders
$139.5M
sold · 3 insiders
+2.6%
vs their $15.56 cost
DateInsiderTypeValue
May 18, 2026
Moeller Stephen
See Remarks
EXERCISE$168.3K
May 12, 2026
BARTON WILLIAM G
See Remarks
BUY$2.4K
May 8, 2026
BARTON WILLIAM G
See Remarks
BUY$300.4K
Mar 25, 2026
Glaser Carol
See Remarks
EXERCISE$51.0K
Mar 17, 2026
Glaser Carol
See Remarks
EXERCISE$20.4K
Feb 13, 2026
Davis Jennifer Lynn
Director
SELL$46.5M
Feb 13, 2026
BAIN CAPITAL INVESTORS LLC
10%+ Owner
SELL$46.5M
Feb 13, 2026
Kilgallon John Thomas
Director
SELL$46.5M

Earnings setup

Estimates
Nov 5
reports in 9 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Oct 15, 2026
8,819,476
shares short
+20.8%
vs prior settlement
12.8
days to cover
≈6.8%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 15, 2026 Short interest report
Short Interest: BOBS up 21% to 8.8M shares
Settlement 2026-10-15 | Days to cover: 12.79 | ≈6.75% of shares outstanding (est.)
Sep 22, 2026 SEC
A mixed institutional cluster in BOBS shows 16 buyers accumulating $111.8M in net new positions (led by Fidelity…
INST-CLUSTER — Impact 4/10
Aug 6, 2026 SEC
Bob's Discount Furniture reported Q2 2026 results with net revenue of $619.6M (+8.8% YoY), in line with consensus…
8-K — Impact 4/10
Jun 30, 2026 Inst.
FMR LLC — ADD
7,462,590 shares ($118.1M)
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
1,875,643 shares ($29.7M)
May 18, 2026 Insider
Moeller Stephen acquired via exercise 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 8, 2026 Insider
BARTON WILLIAM G bought 22,150 shares
See Remarks @ $13.56 ($300.4K)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 5, 2026
Earnings date
BOBS Q3 2026 Earnings Scheduled — 2026-11-05
Recent
Oct 15, 2026
Short interest
Short Interest: BOBS up 21% to 8.8M shares
Settlement 2026-10-15 | Days to cover: 12.79 | ≈6.75% of shares outstanding (est.)
Sep 15, 2026
Short interest
Short Interest: BOBS up 32% to 6.4M shares
Settlement 2026-09-15 | Days to cover: 11.26 | ≈4.93% of shares outstanding (est.)
Aug 31, 2026
Short interest
Short Interest: BOBS down 28% to 4.9M shares
Settlement 2026-08-31 | Days to cover: 8.19 | ≈3.74% of shares outstanding (est.)
Aug 6, 2026
Earnings date
BOBS Q2 2026 Earnings Scheduled — 2026-08-06
May 7, 2026
Earnings date
BOBS Q1 2026 Earnings Scheduled — 2026-05-07

SecBot reports

4 filings · 0 bullish · 1 bearish · 1 mixed · 2 neutral
All BOBS filing & press-release reports (4)