Barnes & Noble Education, Inc. · Brief

Next report

51 days

Dec 22 · before openest.

Expected move

No implied move.

8 reportsHistory

2 of 7≥ implied

Sep 12 '25±9.2%▲+5.53%×0.60

Q2 FY26±20.2%▲+36.32%×1.80

Dec 23 '25±17.1%▲+12.10%×0.71

Q3 FY26±18.0%▼−0.46%×0.03

Mar 10 '26±13.4%▲+0.24%×0.02

Jun 24 '26±17.1%▲+20.13%×1.18

Q1 FY27±14.4%▲+13.05%×0.91

Sep 8 '26—▼−11.59%—

quarterimplied−40%0+40%realized×

Sep '26—▼−11.59%—

Q1 FY27±14.4%▲+13.05%×0.91

Jun '26±17.1%▲+20.13%×1.18

Mar '26±13.4%▲+0.24%×0.02

Q3 FY26±18.0%▼−0.46%×0.03

Dec '25±17.1%▲+12.10%×0.71

2 older reports

Q2 FY26±20.2%▲+36.32%×1.80

Sep '25±9.2%▲+5.53%×0.60

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Dec 22 report · est.

Bull2 of 3

11disclosed supplier and customer ties in SEC filingsSEC filings

111managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 4

10 of 21of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

5 of 7recent reports where the move came in under the options implied rangeEarnings history

AI captions · Sep 28 '26once per report · top 2 per case

BNED report session

No linked exposure.

No changes.

privateThesis 0 · Decisions 0 · Observations 0

No thesis.