Seeking Alpha

Barnes & Noble Inc (BKS)

  • Dec. 1, 2011, 8:39 AM
    Barnes & Noble (BKS): FQ2 EPS of -$0.11 misses by $0.17. Revenue of $1.89B (-0.6% Y/Y) misses by $90M. (PR)
    | Comment!
  • Dec. 1, 2011, 12:05 AM
    Notable earnings before Thursday's open: BKS, KR, LULU, TD
    | Comment!
  • Nov. 29, 2011, 10:20 AM
    Cypress Semiconductor (CY +1.8%) gains after Sterne Agee (Buy) suggests the chipmaker may be a Black Friday/Cyber Monday winner. Promotions led to strong sales for 10" Acer tablets and Barnes & Noble's (BKS) Nook Color, both of which contain Cypress' controller chips.
    | Comment!
  • Nov. 29, 2011, 10:07 AM
    As far as tablets go, Windows 8 (MSFT) will be "very late to the party," warns Forrester's J.P. Gownder: By the time Windows 8 tablets arrive in 2H 2012, AAPL, AMZN, BKS, and others will have already won the hearts and wallets of tens of millions of consumers and businesses. Software compatibility issues for ARM-based (ARMH) Windows 8 systems could also slow tablet adoption. (previously)
  • Nov. 28, 2011, 10:01 AM
    Shares of Barnes & Noble (BKS) come out of the gate roaring, up 9.5%, as reports of strong Black Friday sales both online and in stores (I, II, III) pile up. Though the company announced a wide variety of Cyber Monday deals, it appears to be holding the line on the price of its flagship Nook devices.
    | Comment!
  • Nov. 21, 2011, 10:51 AM
    The inventory gluts seen by Android tablet vendors this year may get even worse after the holiday season ends, according to DigiTimes's sources, as the arrival of the Kindle Fire (AMZN) and Nook Tablet (BKS) make life even more difficult for tablet vendors struggling to compete with the iPad (AAPL). NVDA and ATML are two chip suppliers who would likely take a hit from a major inventory drawdown.
    | Comment!
  • Nov. 17, 2011, 2:01 PM
    Barnes & Noble (BKS +7.2%) is spiking in afternoon trading, hitting a 3-month high after Stifel upgrades shares to Buy, and sets a $25 PT. With a huge percentage of B&N's float shorted, it doesn't take much to trigger a surge.
    | Comment!
  • Nov. 16, 2011, 11:46 AM
    Barnes & Noble (BKS +2.1%) moves higher on the day the first Nook Tablet units arrive on store shelves. B&N says the Nook Tablet is launching to "big order volume," though it doesn't provide any numbers.
    | 1 Comment
  • Nov. 14, 2011, 1:29 PM
    Though the Kindle Fire is receiving less-than-glowing reviews, Amazon (AMZN +1.7%) is outperforming today, while Barnes & Noble (BKS -2.7%) is selling off after rallying strongly last week (I, II). An in-depth Wired interview with Jeff Bezos, in which he goes over Amazon's hardware, content, and web services strategies, could be giving bulls some encouragement.
    | 1 Comment
  • Nov. 13, 2011, 8:37 AM
    While "the pricey Android" guys are likely to feel the immediate brunt of the $199 Kindle Fire (AMZN), Brooke Crothers believes the iPad (AAPL) will be vulnerable in the longer term. The impact is "as inevitable as the $999 MacBook Air," which began life in the $1,800-$3,000 range.
  • Nov. 11, 2011, 4:24 PM
    As Amazon (AMZN) gears up to ship the Kindle Fire, it can boast an early lead in available content over Barnes & Noble's (BKS) Nook Tablet. While both devices will support staples such as Netflix, Pandora, and Angry Birds, Amazon's Appstore for Android easily carries more programs than B&N's Nook Apps collection, and its 400+ newspaper/magazine titles beats B&N's 270+ titles.
    | Comment!
  • Nov. 11, 2011, 12:55 PM
    Shares of Barnes & Noble (BKS) pare back earlier strong gains, now up only 2.8%, after a report tips the firm denies Liberty Media (LCAPA +2.3%) is making a play to buy the company.
    | Comment!
  • Nov. 11, 2011, 12:10 PM
    Barnes & Noble (BKS +8.9%) shares soar to three-month highs on speculation that Liberty Media (LCAPA +2.5%) may buy the rest of the company. Liberty may be setting up a $1.5B credit facility to help fund a purchase of the bookstore chain, Phoenix Partners analyst Robert Routh says.
    | Comment!
  • Nov. 10, 2011, 2:14 PM
    Barnes & Noble (BKS +7.6%) is rallying hard for the second straight day; shares are now up nearly 30% since the company unveiled its Nook Tablet on Tuesday. Short-covering is likely a factor (46.7% of float shorted as of Oct. 14), though it doesn't hurt that the Nook Tablet's impressive specs have calmed fears B&N would have no answer to Amazon's (AMZN) Kindle Fire. (earlier)
    | Comment!
  • Nov. 10, 2011, 2:02 PM
    Some e-reader facts from a giant infographic made by RetailMeNot: the % of U.S. adults with an e-reader doubled to 28M between Nov. '10 and May '11; e-book sales accounted for 8.3% of book sales in 2010; Amazon (AMZN) sells 143 e-books for every 100 hardcovers; and 53% of e-reader owners say they read more now than 6 months ago, compared with 18% of non-owners. (IDC data)
    | Comment!
  • Nov. 8, 2011, 3:31 PM
    While many Android vendors have agreed to pay Microsoft (MSFT) royalties, Barnes & Noble (BKS) is putting up a fight, urging Microsoft's old friends at the DOJ to investigate the company for "attempting to raise its rivals’ costs in order to drive out competition and to deter innovation." Google's (GOOG) Eric Schmidt appears to heartily agree. (previously)
    | Comment!
Visit Seeking Alpha's
BKS vs. ETF Alternatives
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.