Best Buy Co., Inc. (NYSE:BBY)

CAPS Rating: 1 out of 5

The Company is a specialty retailer of consumer electronics, home-office products, entertainment software, appliances and related services.

BBY News and Commentary

Caps

How do you think BBY will perform against the market?

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All Players

2,578 Outperform
800 Underperform
 

All-Star Players

739 Outperform
151 Underperform
 

Wall Street

33 Outperform
2 Underperform
 

Top BBY Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

truthisntstupid (81.78)
Submitted October 31, 2011

Well, I made BBY a pick on 12/20/2010. Sorry, I don't believe all the hype about Amazon totally displacing all the conventional bricks-and-mortar stores and taking over the world. Surveys I've seen quoted and referenced on Seeking Alpha purport to… More

jed71 (99.54)
Submitted January 18, 2018

I haven’t been spending a great deal of time writing pitches or playing on Caps for several reasons. It doesn’t seem to be a great use of my time considering a) I’m not being paid to be out here, b) there really doesn’t seem to be much activity left… More

BBY VS S&P 500 (SPY)

Fools bullish on BBY are also bullish on:

Fools bearish on BBY are also bearish on:

Recent Community Commentary

Read the most recent pitches from players about BBY.

Recs

0
Member Avatar TMFGemHunter (43.33) Submitted: 5/28/2018 3:19:23 PM : Outperform Start Price: $67.70 BBY Score: +10.47

It's bizarre that Best Buy stock has fallen by double-digits over the past week in spite of a big sales and earnings beat. Management's current-year and medium-term EPS targets are starting to look extremely conservative. A combination of solid consumer electronics demand, share buybacks, and growth in appliances as Sears donates share could power EPS to at least $6 -- and maybe even $7 -- within 2-3 years.

Recs

0
Member Avatar TMFDitty (98.79) Submitted: 4/5/2018 8:53:09 PM : Outperform Start Price: $71.26 BBY Score: +1.91

BBY sells for 14x FCF but is projected to grow earnings at 15-16% over the next five years -- and pays a 2.5% dividend yield. It's cash rich and paying down debt rapidly, and I think it's a good bet to survive the Amazon threat.

Recs

1
Member Avatar jed71 (99.54) Submitted: 1/18/2018 9:52:37 AM : Underperform Start Price: $71.80 BBY Score: -6.66

I haven’t been spending a great deal of time writing pitches or playing on Caps for several reasons. It doesn’t seem to be a great use of my time considering a) I’m not being paid to be out here, b) there really doesn’t seem to be much activity left on the Caps part of the Motley Fool website and c) there’s not much effort being put into keeping this part of the website useful and functional. I know other Caps members have mentioned this in the past, but simple things, such as being able to sort your picks on your personal Caps page have become incredibly difficult. For these reasons, I’m not putting much effort into maintaining my portfolio. That’s not to say this won’t change next week. Maybe I will go on a pitch writing frenzy, but for now, I’m not spending much time out here.

I am going to put a few notes on BBY just to keep track of why I chose to place a down thumb on it. Nearly every charting metric I follow shows BBY’s shares as being massively overbought. In addition, one of the founding members of the firm has sold nearly 4MM shares of stock since December of 2017. Apparently, I’m not the only person who thinks this is seriously overvalued right now.

I agree with the sell side analysts that recent tax reform will probably help them short term. I do, however, think they will experience some margin compression as time progresses because of the 2017 tax reform. In other words, any short-term tax benefit will get eaten away by competitive pricing in the spaces they play in. My guess is they will also have decent 4Q holiday numbers. I personally don’t think historical results for a single quarter represents a good reason to buy this stock.

I walked through a BBY store that’s close to my home a few days before Christmas. The store traffic was incredibly low. I was one of only 6 customers in the store. And these stores are not small and inexpensive. More of their revenue seems to be coming from online sales than in store purchases. I have to wonder if they will shift their business plan further away from the brick and mortar model, which have massive fixed costs. In any case, the products and services this company offers are in highly competitive arenas. I could list the competitors here, but I think most investors have a solid understanding of their major competition. So far, BBY has been able to position themselves in this competitive market, and create some value for shareholders. I personally think shareholders have driven the price of shares way too high, and this needs to move lower for a correction. Target price: $60

Leaderboard

Find the members with the highest scoring picks in BBY.

Score Leader

jdruss

jdruss (< 20) Score: +612.03

The Score Leader is the player with the highest score across all their picks in BBY.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
jdruss < 20 12/31/2012 Outperform 1Y $9.62 +716.14% +104.11% +612.03 0 Comment
Jaddyl 23.97 11/23/2012 Outperform 3Y $9.77 +703.28% +101.67% +601.61 1 Comment
wjf9 94.20 11/26/2012 Outperform 5Y $9.81 +699.89% +102.67% +597.22 0 Comment
Ravelin 75.27 1/8/2013 Outperform 5Y $9.97 +687.05% +96.04% +591.01 0 Comment
KajunFool2013 < 20 1/9/2013 Outperform 5Y $10.06 +680.43% +95.42% +585.01 0 Comment
niroz 25.00 12/19/2012 Outperform 5Y $10.15 +673.29% +96.76% +576.53 0 Comment
SnarkyContrarian < 20 12/7/2012 Outperform NS $10.13 +674.57% +100.83% +573.74 0 Comment
Whitedr007 < 20 1/7/2013 Outperform 3M $10.21 +668.77% +95.45% +573.32 0 Comment
jgrnot < 20 12/4/2012 Outperform 5Y $10.16 +672.28% +101.68% +570.60 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. hayrettin 70.89 1/10/2013 Outperform 5Y $10.26 +664.96% +94.73% +570.23 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.45 8/23/2016 Outperform 3W $37.29 +110.46% +30.18% +80.28 0 Comment
TrackJimCramer 85.45 5/20/2016 Underperform 3W $32.04 +22.45% +6.56% -15.89 8/23/2016 @ $39.23 0 Comment
TrackRaymondJame 89.02 8/26/2015 Outperform NS $30.82 +154.61% +48.41% +106.20 0 Comment
TrackGoldmanSach 75.75 1/13/2015 Outperform NS $35.30 +122.34% +39.65% +82.69 0 Comment
TrackTelseyAdvis 55.49 11/24/2014 Outperform NS $33.75 +132.51% +37.60% +94.92 0 Comment
TrackStifel 92.11 11/17/2014 Outperform NS $31.44 +149.60% +39.84% +109.76 0 Comment
TrackJimCramer 85.45 8/20/2014 Outperform 3W $29.17 +10.86% +3.16% +7.70 5/20/2016 @ $32.34 0 Comment
TrackJimCramer 85.45 7/25/2014 Underperform 3W $31.03 +1.00% +0.74% -0.26 8/20/2014 @ $31.34 0 Comment
TrackOppenheimer 73.71 10/17/2013 Outperform NS $36.01 +117.92% +66.34% +51.57 0 Comment
TrackBRileyandCo 53.08 8/21/2013 Outperform NS $29.75 +163.81% +72.64% +91.18 0 Comment
TrackJPMorgan 86.97 8/20/2013 Outperform NS $29.34 +167.52% +72.72% +94.80 0 Comment
TrackJimCramer 85.45 6/21/2013 Outperform NS $26.21 +18.37% +24.30% -5.92 7/25/2014 @ $31.03 0 Comment
TrackSunTrustRH 88.73 6/3/2013 Outperform NS $24.08 +225.90% +74.00% +151.90 0 Comment
TrackCreditSuiss 88.88 3/20/2013 Outperform NS $22.43 +56.16% +7.01% +49.15 8/23/2013 @ $35.03 0 Comment
TrackGoldmanSach 75.75 3/12/2013 Outperform NS $19.81 +28.62% +18.20% +10.42 1/17/2014 @ $25.48 0 Comment
TrackWedbush 87.46 8/22/2012 Underperform NS $16.47 +141.13% +48.68% -92.45 3/4/2015 @ $39.72 0 Comment
TrackPoisedTo < 20 4/4/2012 Underperform 5Y $19.03 +312.43% +103.29% -209.13 0 Comment
TrackMcAdamsWrig 67.96 4/3/2012 Underperform NS $19.04 +312.25% +101.26% -211.00 0 Comment
TrackZacks < 20 12/12/2011 Outperform 3M $27.88 -11.68% +3.07% -14.75 1/9/2012 @ $24.62 1 Comment
TrackUltraLong < 20 11/4/2011 Outperform NS $21.60 +263.36% +127.63% +135.73 1 Comment
TrackZacks < 20 9/13/2011 Underperform 3M $23.35 +3.85% -4.14% -8.00 9/22/2011 @ $24.25 1 Comment
TrackJimCramer 85.45 3/18/2011 Underperform 3W $29.24 -8.43% +24.51% +32.94 6/22/2013 @ $26.77 0 Comment
TrackZacks < 20 12/22/2010 Underperform 3M $33.37 -0.73% +4.81% +5.54 2/22/2011 @ $33.13 1 Comment
TrackStandpoint 35.63 12/14/2010 Outperform NS $32.87 -45.64% +23.34% -68.98 3/5/2013 @ $17.87 0 Comment
TrackJimCramer 85.45 10/13/2010 Outperform 3W $40.85 -22.82% +8.34% -31.16 3/19/2011 @ $31.53 0 Comment
TrackOppenheimer 73.71 9/20/2010 Outperform NS $37.64 -6.22% +10.29% -16.51 12/15/2010 @ $35.30 0 Comment
TrackZacks < 20 9/13/2010 Underperform 3M $34.65 +10.59% +1.32% -9.27 9/20/2010 @ $38.32 1 Comment
TrackStandpoint 35.63 8/24/2010 Outperform NS $31.92 +29.18% +11.46% +17.72 10/13/2010 @ $41.24 0 Comment
TrackJimCramer 85.45 6/28/2010 Underperform 3W $35.22 +16.49% +9.66% -6.83 10/14/2010 @ $41.03 0 Comment
TrackSnow 71.87 3/31/2010 Outperform 3M $41.68 -3.32% -1.46% -1.85 9/30/2010 @ $40.30 0 Comment
TrackFBRCapitalM 88.06 3/26/2010 Underperform NS $42.65 +5.51% +2.56% -2.95 4/12/2010 @ $45.00 0 Comment
TrackGoldmanSach 75.75 3/22/2010 Outperform 5Y $41.05 -16.94% -5.23% -11.71 8/11/2010 @ $34.10 1 Comment
TrackJMP 85.09 3/4/2010 Outperform NS $28.88 +171.72% +153.50% +18.22 0 Comment
TrackBBTCapMkts 87.69 2/26/2010 Outperform NS $29.10 +169.74% +157.34% +12.39 0 Comment
TrackJanney 89.27 2/5/2010 Outperform NS $28.06 +179.72% +167.51% +12.21 0 Comment
TrackRochdale 68.55 1/27/2010 Outperform NS $29.32 +167.71% +161.12% +6.59 0 Comment
TrackBWS 96.70 11/30/2009 Underperform NS $42.65 -8.87% +4.16% +13.02 1/19/2010 @ $38.87 0 Comment
TrackUBS 92.04 11/3/2009 Outperform NS $30.19 +159.92% +173.68% -13.76 0 Comment
TrackHillman 98.46 9/23/2009 Outperform 1Y $30.00 +161.60% +165.62% -4.02 1 Comment
TrackOppenheimer 73.71 7/13/2009 Outperform NS $33.70 +20.30% +19.02% +1.27 9/11/2009 @ $40.54 0 Comment
TrackHeebner < 20 6/29/2009 Outperform 1Y $32.63 +27.15% +23.91% +3.24 3/31/2010 @ $41.49 1 Comment
TrackJefferies 79.61 3/17/2009 Outperform NS $29.11 +15.64% +40.94% -25.30 7/9/2010 @ $33.66 0 Comment
TrackWMBlair 81.33 3/9/2009 Outperform NS $19.55 +301.53% +326.78% -25.25 0 Comment
TrackBarclaysCap 88.97 1/28/2009 Outperform NS $22.86 +243.26% +235.77% +7.49 0 Comment
TrackDeutscheSec 86.89 1/22/2009 Outperform NS $21.21 +269.98% +251.95% +18.03 0 Comment
TrackKeyBanc 95.91 12/17/2008 Outperform NS $26.43 +7.83% +43.30% -35.46 4/18/2011 @ $28.50 0 Comment
TrackRochdale 68.55 12/15/2008 Underperform NS $24.70 +50.80% +22.89% -27.91 1/27/2010 @ $37.25 0 Comment
TrackPiperJaff 85.42 12/15/2008 Outperform NS $19.44 +303.70% +228.53% +75.17 0 Comment
TrackBofASec 92.21 7/28/2008 Outperform NS $30.33 +158.71% +134.36% +24.35 0 Comment
TrackSchneider 84.66 5/27/2008 Outperform 1Y $42.96 -98.72% -15.83% -82.89 9/30/2008 @ $0.55 1 Comment
TrackSoros 87.45 3/31/2008 Outperform NS $31.65 +147.95% +126.42% +21.53 2 Comments
TrackBearStearns < 20 1/7/2008 Underperform NS $43.55 -49.74% -2.64% +47.10 4/17/2012 @ $21.89 0 Comment
TrackWellsFargo 86.51 11/19/2007 Outperform NS $36.13 +117.21% +105.57% +11.65 0 Comment
TrackBillNygren 97.75 9/30/2007 Outperform NS $34.95 +124.56% +95.74% +28.82 3 Comments
TrackRonBaron 81.95 9/30/2007 Outperform NS $34.95 +124.56% +95.74% +28.82 1 Comment
TrackPaliResearc 34.56 8/8/2007 Outperform NS $34.25 +129.14% +101.52% +27.62 0 Comment
TrackMichaelBrus 91.50 8/8/2007 Outperform 1Y $34.38 +128.28% +101.23% +27.05 0 Comment
TrackRBCCapMkts 87.24 6/20/2007 Outperform NS $34.31 +128.76% +96.26% +32.50 0 Comment
TrackGaryBSmith 88.49 6/15/2007 Outperform 3W $36.38 +115.70% +96.04% +19.67 0 Comment
TrackKaufmanBros 92.91 3/21/2007 Outperform NS $36.98 +112.21% +113.58% -1.37 0 Comment
TrackMichaelSivy 98.02 3/20/2007 Outperform 1Y $36.83 +113.09% +113.78% -0.70 0 Comment
TrackCarisandCo 88.84 3/8/2007 Outperform NS $36.68 +113.96% +114.84% -0.88 0 Comment
TrackBofASec 92.21 1/25/2007 Outperform NS $50.33 -15.65% -7.81% -7.84 3/4/2008 @ $42.45 0 Comment
TrackCreditSuiss 88.88 12/21/2006 Outperform NS $45.60 -56.55% -4.02% -52.53 5/11/2012 @ $19.81 0 Comment
TrackDeutscheSec 86.89 12/14/2006 Outperform NS $49.92 -8.61% -1.71% -6.91 6/6/2008 @ $45.62 0 Comment
TrackCowenandCo 79.60 12/8/2006 Outperform NS $52.23 -10.39% +0.99% -11.38 1/8/2008 @ $46.80 0 Comment
TrackUBS 92.04 9/8/2006 Outperform NS $44.39 +0.45% -4.50% +4.95 9/12/2008 @ $44.59 0 Comment
TrackRobertWalbe 59.07 6/1/2006 Outperform 1Y $40.08 +95.79% +136.71% -40.91 0 Comment
TrackJimCramer 85.45 3/6/2006 Outperform 3W $50.89 -30.53% -16.15% -14.38 6/28/2010 @ $35.35 0 Comment

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