BBY
BEST BUY CO INCEvidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.3 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The surviving evidence paints a mixed operational and capital‑structure picture: common shares outstanding fell from 211,369,657 on 17 March 2025 to 210,767,126 on 3 June 2026, while diluted EPS for the quarter rose from 0.95 in the fiscal quarter ended 3 May 2025 to 1.31 in the fiscal quarter ended 2 May 2026. Quarter-on-quarter income measures improved — net income rose from $ 202,000,000 to $ 276,000,000, operating income from $ 219,000,000 to $ 370,000,000, and gross profit from $ 2,049,000,000 to $ 2,102,000,000 — and cash and cash equivalents increased from $ 1,147,000,000 as of 3 May 2025 to $ 1,749,000,000 as of 2 May 2026.
At the same time, valuation and cash‑flow metrics show strain: trailing twelve‑month free cash flow is negative $ 448,000,000 and free cash flow per share is negative $ 2.1202, even though trailing operating cash flow is positive $ 234,000,000 and trailing EBITDA is $ 1,899,000,000. The packet also records a pause in buybacks in the quarter (repurchases $ 100,000,000 then $ 0), broadly stable long‑term debt near $ 1.16 billion, and an ETF holding (IVV) listing BBY at a 0.02% weight. The desk rates the evidence balance as Mixed (+ 0.3 of a possible + 2; was + 0.3 before debate) with high confidence.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Entity common shares outstanding fell from 211,369,657 shares as of 17 March 2025 to 210,767,126 shares as of 3 June 2026.
XBRL companyfacts · 0000764478-25-000007Net income for the fiscal quarter ended 3 May 2025 (fiscal Q1 2026, 2025-02-02 to 2025-05-03) was $202,000,000, and net income for the fiscal quarter ended 2 May 2026 (fiscal Q1 2027, 2026-02-01 to 2026-05-02) was $276,000,000.
XBRL companyfacts · 0000764478-25-000019Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, the iShares Core S&P 500 ETF (IVV) lists BBY with a weight of 0.02% of the fund.
ETF constituents · market dataThe provided ownership evidence shows a single ETF membership record (IVV) for BBY with the 0.02% weight timestamped 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple outlets frame recent coverage as a company-specific operational recovery, highlighting an AI-driven recovery or turnaround tied to Best Buy's recent quarter.
News · kalkinemedia.com · 2026-09-02Reports note that Best Buy raised full-year revenue guidance after a stronger-than-expected quarter and discussed refreshed leadership and capital-return updates including share repurchases and a confirmed quarterly dividend.
News · simplywall.st · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Free cash flow for the trailing twelve months is negative $448,000,000.
Valuation inputs · SEC XBRL + stored EOD closeNet cash provided by (used in) operating activities for the trailing twelve months is positive $234,000,000.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several SEC-filed operational metrics and quarter-over-quarter comparisons point to a company-level improvement: operating income, net income, diluted EPS, gross profit and point-in-time cash all rose between fiscal Q1 2026 and fiscal Q1 2027 (fundamentals-2, fundamentals-1, fundamentals-4, fundamentals-3, fundamentals-5). Market coverage and company commentary also framed the quarter as an operational recovery with raised guidance and stronger comparable-sales performance, which reinforces the earnings and margin signals from the filings (news-1, news-2, news-0). The headline negative free cash flow and paused buybacks are legitimate, but the FCF weakness appears linked to elevated capital expenditures in the trailing twelve months (valuation-2, valuation-0), while operating cash flow remains positive (valuation-1) and reported cash exceeds long-term debt (valuation-5), which moderates the concern. Taken together, SEC financials and quarter-period market coverage provide relatively strong evidence for an improving operating profile, even as valuation and cash-flow timing create headline-level caveats.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.38
22 surviving claims rest on 10 distinct sources; the heaviest analyst carries 36% of them, and 100% of what the desk raised survived the debate.
The surviving set is moderately informative but fragile: 22 claims come from just 10 sources and a single analyst contributed over one-third of the surviving claims, so the read leans on a few voices. The fact that everything the desk raised survived debate increases apparent confidence but also raises the possibility of confirmation bias — treat the bundle as useful but not definitive without additional, independent corroboration.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
11 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.6 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on BBY Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
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Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.