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Best Buy

BBY Consumer Cyclical Unknown Updated July 31, 2026
$86.18
52W $55.10 – $91.27
59/100
$18.18B
15.9
1.33
AI Committee Verdict
Buy
Conviction: Contested · 57% agreement · 7 analysts
+0.3%
-0.4%
0.79:1
Contested
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is BBY Bullish or Bearish?

Bullish. Innellis AI committee rates Best Buy (BBY) Buy with a composite score of 59/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +16.06 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -3.94 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • ROE of 40.1% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 4.4% pays you to wait — Value
  • EPS growing 32.3% YoY — Growth
  • 4 consecutive earnings beats -- consistent execution — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
Bear Case
  • Price-to-book of 4.7x prices in significant intangible value — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Bollinger bandwidth of 18.2% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
59/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 12%
of 124 Consumer Cyclical peers
Value Analyst neutral
59 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 40.1% shows genuine earnings power backing the valuation
− Price-to-book of 4.7x prices in significant intangible value
Growth Analyst bullish
60 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 32.3% YoY
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bullish
68 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst neutral
52 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− Bollinger bandwidth of 18.2% signals elevated volatility
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
70 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.40 across 17 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 58.9 to 58.9.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +2 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Technical Analyst: stance neutral->bullish; score 58->68 (+10).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
51.6
Neutral
MACD Histogram
-0.146
Bearish Momentum
Trend Direction
Uptrend
Weekly: Sideways
Market Structure
Mixed
Support
$85.81
Resistance
$86.47
Bollinger %B
0.62
Inside Bands
Price vs Moving Averages
EMA 9
$86.93 Below
EMA 21
$84.28 Above
EMA 50
$78.59 Above
EMA 200
$72.11 Above

Fundamental Analysis

Valuation
76
Growth
50
Profitability
1
Financial Health
42
Cash Flow
37
Valuation
P/E Ratio 15.9×
P/B Ratio 5.89×
PEG Ratio 0.51
Dividend Yield 0.04%
52W High $91.27
52W Low $55.10
Quality & Growth
ROE 36.1%
ROA 7.3%
Gross Margin 22.5%
Operating Margin 4.3%
Revenue Growth YoY
Debt / Equity 1.34
AI Fundamental Assessment
P/E ratio of 15.9 (inexpensive relative to a 15-40x range); Price-to-book of 5.9x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.4%; Return on assets of 0.1%; Net margin of 0.0%; Gross margin of 0.2%; Current ratio of 1.12 (tight short-term liquidity); Debt-to-equity of 1.34; Free cash flow margin of 0.7% (thin cash generation); Free cash flow per share is positive (7.63); Most recent quarter beat estimates by 3.3%; 4 consecutive earnings beats; EPS growth decelerating (+86.4% -> -51.0% QoQ); Analyst estimates falling over recent quarters
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Explore BBY Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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