Brokerages Set Build-A-Bear Workshop, Inc. (NYSE:BBW) Target Price at $70.00

Shares of Build-A-Bear Workshop, Inc. (NYSE:BBW) have received a consensus rating of “Moderate Buy” from the four research firms that are presently covering the company, Marketbeat Ratings reports. Two analysts have rated the stock with a hold recommendation and two have issued a buy recommendation on the company. The average twelve-month price target among brokerages that have updated their coverage on the stock in the last year is $53.50.

Several equities analysts recently issued reports on the company. DA Davidson lowered their price target on Build-A-Bear Workshop from $60.00 to $37.00 and set a “buy” rating on the stock in a research note on Friday. Weiss Ratings reissued a “hold (c)” rating on shares of Build-A-Bear Workshop in a report on Monday, August 17th.

Key Stories Impacting Build-A-Bear Workshop

Here are the key news stories impacting Build-A-Bear Workshop this week:

• Positive Sentiment: Build-A-Bear reported fiscal second-quarter EPS of $0.70, ahead of the $0.64 analyst consensus. The company also generated $115.3 million in revenue and returned $22.7 million to shareholders through share repurchases during the first half. Build-A-Bear Workshop Reports Fiscal Second Quarter 2026 Results
• Positive Sentiment: DA Davidson maintained a “buy” rating while lowering its price target from $60 to $37. The revised target still implies potential upside from recent trading levels, although the reduction reflects more cautious expectations. Benzinga analyst price target report
• Positive Sentiment: The launch of an exclusive Sanrio Halloween collection, including Lloromannic plush characters Berry and Cherry, could support seasonal demand, customer engagement and licensing-related sales. Build-A-Bear Sanrio Halloween Collection
• Neutral Sentiment: Rosen Law Firm announced an investigation into potential securities claims, alleging that Build-A-Bear may have issued materially misleading business information. The announcement does not establish wrongdoing, but it adds legal and reputational uncertainty for investors. Rosen Law Firm investigation announcement
• Negative Sentiment: Second-quarter revenue fell 7.2% year over year to $115.3 million, below estimates near $121 million, while EPS declined from $0.94 a year earlier to $0.70. Build-A-Bear Q2 earnings and traffic report
• Negative Sentiment: Management cut fiscal-year revenue guidance to $500 million-$525 million from $530 million-$550 million, below consensus expectations of approximately $535.6 million. The company also fired its chief growth officer, intensifying concerns about execution and weakening customer traffic. Reuters Build-A-Bear outlook report

Insiders Place Their Bets

In other Build-A-Bear Workshop news, Director Sharon Price John sold 6,818 shares of the business’s stock in a transaction on Monday, August 24th. The shares were sold at an average price of $40.03, for a total value of $272,924.54. Following the sale, the director owned 181,653 shares of the company’s stock, valued at $7,271,569.59. The trade was a 3.62% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director George Carrara sold 3,000 shares of the stock in a transaction on Friday, June 5th. The shares were sold at an average price of $34.52, for a total transaction of $103,560.00. Following the completion of the transaction, the director owned 11,277 shares of the company’s stock, valued at approximately $389,282.04. This represents a 21.01% decrease in their position. The SEC filing for this sale provides additional information. 4.00% of the stock is owned by insiders.

Institutional Investors Weigh In On Build-A-Bear Workshop

A number of institutional investors have recently added to or reduced their stakes in BBW. BlackRock Inc. acquired a new position in shares of Build-A-Bear Workshop in the 2nd quarter worth approximately $30,481,000. Paradigm Capital Management Inc. NY bought a new stake in Build-A-Bear Workshop in the second quarter valued at $30,136,000. De Lisle Partners LLP bought a new stake in Build-A-Bear Workshop in the second quarter valued at $23,466,000. Fuller & Thaler Asset Management Inc. raised its stake in Build-A-Bear Workshop by 177.8% during the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 612,577 shares of the specialty retailer’s stock worth $37,533,000 after acquiring an additional 392,039 shares in the last quarter. Finally, California State Teachers Retirement System raised its stake in Build-A-Bear Workshop by 61,511.8% during the second quarter. California State Teachers Retirement System now owns 414,031 shares of the specialty retailer’s stock worth $13,526,000 after acquiring an additional 413,359 shares in the last quarter. 79.30% of the stock is owned by institutional investors and hedge funds.

Build-A-Bear Workshop Price Performance

NYSE BBW opened at $29.88 on Monday. The firm has a market capitalization of $374.70 million, a price-to-earnings ratio of 7.41 and a beta of 1.10. The company’s fifty day moving average is $34.28 and its two-hundred day moving average is $37.99. Build-A-Bear Workshop has a 52-week low of $27.50 and a 52-week high of $75.85.

Build-A-Bear Workshop (NYSE:BBW) last posted its quarterly earnings data on Thursday, August 27th. The specialty retailer reported $0.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.64 by $0.06. Build-A-Bear Workshop had a net margin of 9.96% and a return on equity of 29.85%. The company had revenue of $115.29 million for the quarter, compared to the consensus estimate of $120.81 million. As a group, sell-side analysts expect that Build-A-Bear Workshop will post 4.04 earnings per share for the current fiscal year.

Build-A-Bear Workshop Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, July 9th. Investors of record on Thursday, June 25th were given a $0.23 dividend. This represents a $0.92 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend was Thursday, June 25th. Build-A-Bear Workshop’s dividend payout ratio (DPR) is 21.55%.

Build-A-Bear Workshop Company Profile

Build-A-Bear Workshop, Inc operates a specialty retail business focused on interactive “workshop” experiences that allow customers to create customized stuffed animals. Through its in-store and online platforms, the company offers a wide range of plush toys, apparel, accessories and sound modules, enabling guests to personalize each creation. In addition to its core bear products, Build-A-Bear has expanded its portfolio to include licensed characters from leading entertainment and media franchises.

Founded in 1997 by Maxine Clark and headquartered in St.