Barnes & Noble Inc

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  • Jan. 6, 2012, 11:13 AM

    One of Michael Humphrey's five reasons Google (GOOG) should buy Nook (BKS): "If Google, whose OS powers the current Nook, were to enter the hardware sector, why not do it with a machine that has already proven itself?" But if you believed Google "has no idea" how to run a global hardware business when it announced its deal with Motorola, wouldn't that still apply today?

    | Jan. 6, 2012, 11:13 AM
  • Jan. 5, 2012, 5:14 PM

    The planned spinoff of Barnes & Noble's (BKS) Nook business could make it an acquisition target, claims Maxim Group's John Tinker. With $1.5B in e-book/e-reader revenue, a price/sales multiple of 1x would translate into a $22/share buyout price, nearly twice B&N's current level. But Amazon's aggressive pricing and the Kindle Fire's early success could put some would-be buyers on edge. (earlier)

    | Jan. 5, 2012, 5:14 PM | 1 Comment
  • Jan. 5, 2012, 12:47 PM
    Doug McIntyre speculates Sony (SNE -3.1%) could be a viable partner for Barnes & Noble (BKS -21.7%) and take a large equity position in a Nook spinoff. If the $750M 2012 sales forecast for BKS digital content is right, a Nook company could be worth $3B-$4B. BKS shareholders could retain a majority interest in Nook, which "may be more worth more than Barnes & Noble is in its entirety today."
    | Jan. 5, 2012, 12:47 PM
  • Jan. 5, 2012, 9:23 AM

    Or, as Adam Warner cleverly puts it, "Barnes & Noble (BKS) minus Nook (is) going to focus on (its) core Starbucks landlord/Amazon showroom business." (previous)

    | Jan. 5, 2012, 9:23 AM
  • Jan. 5, 2012, 9:16 AM

    Dominic Chu posts a shot of the pre-market rollercoaster ride for Barnes & Noble (BKS), +18% on word it was putting Sterling Publishing up for sale to down more than 20% as lower guidance along with plans to spin off Nook spook investors. The WSJ's Dennis Berman says the Nook plan effectively means the company is exiting the book business.

    | Jan. 5, 2012, 9:16 AM | 1 Comment
  • Jan. 5, 2012, 9:14 AM

    Premarket gainers: SODA +9%. PSUN +8%. STX +7%. ITMN +6%. TRGT +6%. SIRI +4%.
    Losers: BKS -29%. AEO -17%. PLCE -13%. TSO -8%. DB -7%. STD -6%. JCP -6%. HPG -4%. VLO -4%. EK -4%. KSS -4%. UBS -4%. TGT -4%. PCS -3%. VOD -3%. LLY -3%. E -3%. CRH -3%. ALU -3%.

    | Jan. 5, 2012, 9:14 AM | 2 Comments
  • Jan. 5, 2012, 8:59 AM

    Barnes & Noble (BKS) plunges 29.1% premarket after announcing it will explore plans to spin off its Nook digital business after its sales grew 70% Y/Y. The company also cuts its FY12 outlook: Sales are now projected at $7B-$7.2B vs. $7.33B consensus, and EPS loss is moved to $1.10-$1.40 vs. $0.63 consensus.

    | Jan. 5, 2012, 8:59 AM | 7 Comments
  • Jan. 4, 2012, 3:20 PM
    Shares of Barnes & Noble (BKS -3.3%) move off their daily lows after a report emerges saying that the firm has put Sterling Publishing up for sale.
    | Jan. 4, 2012, 3:20 PM
  • Dec. 30, 2011, 11:37 AM

    Janney adds Barnes & Noble (BKS) and Children's Place (PLCE) to its 2012 best ideas list. BKS is "well positioned to leverage the digital transformation in the book industry" through its Nook e-reader, and steady cash flow from its college bookstores and Borders' closures will boost profits. PLCE is improving its products and customers are responding, and new leadership is driving positive changes.

    | Dec. 30, 2011, 11:37 AM
  • Dec. 29, 2011, 10:05 AM

    Jeff Reeves considers three stocks with massive short interest he thinks could go the way of Sears (SHLD) very soon: Zagg (ZAGG), which Reeves says could be headed for a Green Mountain-style momentum crash; Barnes & Noble (BKS), expected to turn just a single quarterly profit in FY2012; and Sodastream (SODA), "a fad stock ready to hit a ceiling."

    | Dec. 29, 2011, 10:05 AM | 3 Comments
  • Dec. 20, 2011, 11:11 AM
    Michael Glickstein calls for formally splitting Barnes & Noble (BKS -2.2%) into three separate firms to create shareholder value to the tune of 800% upside potential. He sees the current configuration of the company a "blind spot" for investors, with three distinct stories - pure-play e-reader technology, secular growth in the college bookstore division, and capital cycle opportunity - being held back by sitting encompassed within the same stock.
    | Dec. 20, 2011, 11:11 AM
  • Dec. 20, 2011, 9:43 AM

    The CEO of publishing house Simon & Schuster provides more evidence of how the Kindle (AMZN) and Nook (BKS) are upending the publishing landscape, stating e-books are expected to account for 17% of her company's 2011 revenue - up from 10% in 2010. Nate Hoffelder expects Q4's e-reader releases (I, II, III) to lead to another jump in e-book sales. (previously)

    | Dec. 20, 2011, 9:43 AM
  • Dec. 15, 2011, 11:25 AM

    New owners of Kindles (AMZN) and Nooks (BKS) may be in for a surprise: Prices of some popular e-books have soared, in some cases above their printed equivalents. The digital price hikes result from a decision by the six biggest publishers to set their own consumer e-book prices; no such agreement exists for printed books, where retailers are free to set their own prices.

    | Dec. 15, 2011, 11:25 AM | 5 Comments
  • Dec. 2, 2011, 11:49 AM
    Barnes & Noble (BKS +10.3%) recovers much of yesterday's drubbing after Maxim Group initiates the shares with a Buy, saying that with over 5M subscribers, the Nook is turning the company into an attractive online retailer with a subscriber-driven model.
    | Dec. 2, 2011, 11:49 AM
  • Dec. 1, 2011, 11:29 AM

    As Barnes & Noble (BKS -19.2%) crashes on account of weak FQ2 results and FY12 guidance, Best Buy provides another piece of discouraging data for the company: the Nook Tablet is only the 8th-best-selling tablet on Best Buy's site, 7 spots below the top-ranked Kindle Fire (AMZN). The iPad (AAPL) is likely the most popular tablet overall, given that over a dozen models are listed.

    | Dec. 1, 2011, 11:29 AM
  • Dec. 1, 2011, 10:27 AM

    Shares of Barnes & Noble (BKS -12.5%) get hammered in early trading after the firm misses consensus EPS estimates badly and says it expects full-year earnings to fall in the lower end of its previously issued guidance. The company says it will increase its spend on marketing and advertising for its Nook business - cutting into margins already razor-thin with rival Amazon (AMZN +2.2%) willing to sell e-readers at a loss (I, II).

    | Dec. 1, 2011, 10:27 AM
Company Description
Barnes & Noble Inc is a booksellers and a content, commerce and technology company providing customers access to trade books, textbooks, magazines, newspapers and other content across its multi-channel distribution platform.