Best Buy (BBY)
NYSEConsumer DiscretionarySpecialty RetailSnapshot 2026-07-08
$78.06-0.84%
Close 2026-07-08 · 1-day change
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Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
No standing thesis yet — not enough to read.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskMostly healthy — no soft spokes
Best Buy's growth depends on expanding its retail presence and improving customer trust. Recent financial performance is strong, with revenue growing 2% year over year and a recent earnings beat. It trades at 12× P/E, below the peer median of 23×. This suggests the price reflects less growth than expected. A specific risk is the CEO's warning, which could impact customer trust and sales. Peer multiples imply a price about 13% above where it trades; this read is provisional.
Trailing returns as of 2026-07-08. BBY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering BBY (as of Jul 2026).
Based on 6 Wall Street analysts offering 12-month price targets for BBY in the last 4 months.
A consensus fair price across 14 valuation methods, at three horizons. Current price $78.06. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Discretionary (broad) — fair value, gap to price, and forward P/E.
Threatens: Expand and grow Best Buy's reach
Price shock may hinder expansion and growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-08. EPS is implied from price ÷ P/E. Not investment advice.
Current $78.06
The last 12 months of price, then the range of analyst 12-month targets from today’s $78.06.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
CFO departure may disrupt strategic execution and investor confidence.
Threatens: Drive operational effectiveness and efficiency to fund investments
Increased costs may hinder operational effectiveness and efficiency.
CFO exit may disrupt financial strategy and execution.
CFO departure raises concerns about financial stability and strategy.
Advances: Expand and grow Best Buy's reach
Analyst reiteration supports growth momentum for Best Buy.
CEO transition may disrupt strategic initiatives.
Threatens: Be a human-powered, customer-focused company
Downgrade indicates potential challenges in earnings growth.