Scoreboard / BBY
Best Buy BBY
Issue No. 11 pick · September 4, 2026 · Updated October 16, 2026
Setup Snapshot
The Setup in One Card
How BBY moved and the catalyst behind the move, from its Issue No. 11 write-up. It is not on the current Scoreboard, so it carries no Friday Five Score this week.
Issue No. 11
Original Pick
Sector Trend
Neutralup 1.5 percent
Covered In
Issue No. 11 · September 4, 2026
Catalyst
Guidance RaiseRaised all four full year guidance lines on August 27, was sold for three sessions, then reclaimed
Return measured from the Thursday, August 27 close to the Thursday, September 3 close, the week it appeared in Issue No. 11.
Why It Moved
The Story Behind the Move
Catalyst
Raised all four full year guidance lines on August 27, was sold for three sessions, then reclaimed
Why It Mattered
It is the same setup as Walmart in Issue No. 09, a company raising every line and being sold for it, except this time the market changed its mind two sessions later. Watching a market reverse its own verdict on the same kind of news is worth more than another name that only went up. At 12.9 times its own raised earnings forecast it is also the cheapest arithmetic among the five.
Risk Note
Part of the reported quarter came from a tariff refund rather than from selling more, and the same policy can reverse. The forward guide of 1.9 to 3.0 percent comparable sales is a recovery from a decline rather than an expansion, and the September 4 employment report and September 11 inflation print both land inside the next week.
Reader Takeaway
A market that sells a genuine raise is not always right, and it is not always wrong either. What made this one worth following was that the reversal came within three sessions, on no new information at all.
Continue the Research
Put BBY Back in Context
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