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Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

TTENK/calls
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Home›Stocks›BOBS
BOBS logo

BOBS

Bob's Discount Furniture, Inc.

Next earnings ≈ Aug 15, 2026 · est. from filing cadence

Last earnings +28.6% on 2026-05-07

Sell
$16.39
▼ -0.30%
$16.39▼ -3.70%
over 1Y
L $9.85H $22.53
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-0.3%
1W+8.8%
1M+24.3%
3M+46.2%
YTD-3.7%
1Y-3.7%
OverviewValuationQualityTimelineFilings
Rating
Sell
Quality
—
Valuation
Fair value
Filings
Watch
Sell
Conviction
Horizon
Medium (3–12mo)
Street · 19 analysts
Buy

Mixed signals in the latest filings.

Bob's Discount Furniture, Inc. shows limited reported revenue.

On these fundamentals, BOBS screens as SELL on the SEC figures.

Is BOBS a buy? The one-page verdict, explained →

The options angle

model · matches our verdict
Bear put spread~60d expiry
  • Long put 16.5 @ ~1.75 est
  • Short put 15 @ ~1.03 est
debit $72max +$78max −$72BE 15.78

SELL verdict, defined risk: profits into weakness down to the short strike; max loss is the net debit.

Open in the calculator →

Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.

Key statistics

Valuation

Enterprise value$2.14B
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield—
FCF yield—

Quality & risk

ROIC (est.)—
Free cash flow—
Total debt—
Net cash—

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Some governance/structural items recently, but no outright red flags.
  1. 8-K Earnings results2026-05-07
  2. 10-Q Quarterly report2026-05-07
  3. 8-K Material agreement2026-04-30
  4. 10-K Annual report2026-03-18
  5. 8-K Earnings results2026-03-17
  6. S-1/A Securities registration2026-01-26
  7. S-1 Securities registration2026-01-09

Recent filings

all on EDGAR ↗
4Period ending 2026-05-182026-05-20open ↗SCHEDULE 13GFiling2026-05-15open ↗4Period ending 2026-05-082026-05-12open ↗10-QPeriod ending 2026-03-292026-05-07open ↗8-KPeriod ending 2026-05-072026-05-07open ↗8-KPeriod ending 2026-04-292026-04-30open ↗4Period ending 2026-03-172026-03-27open ↗10-KPeriod ending 2025-12-282026-03-18open ↗8-KPeriod ending 2026-03-172026-03-17open ↗4Period ending 2026-02-132026-02-13open ↗4Period ending 2026-02-132026-02-13open ↗4Period ending 2026-02-132026-02-13open ↗

Quality score

—
ValueGrowthProfitHealthMom.
Value—
Growth—
Profitability—
Financial health—
Momentum—
0.0052-week0.00
Revenue
—
Net margin
—
ROE
—
P/E
—

SEC fundamentals

Frequently asked

Is Bob's Discount Furniture, Inc. (BOBS) a buy?
BOBS currently carries a Sell rating with 2/5 conviction, derived from its latest SEC filings. Mixed signals in the latest filings.

Sources: SEC EDGAR (CIK 0002085187, latest 10-Q filed 2026-05-07) · EODHD · as of 7/5/2026, 12:31:57 AM.

›About this recommendation — produced by TENK/calls (tenkcalls.com), Luxembourg · not investment advice

Rule-based analysis, generated automatically from SEC filing data.

Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jul 4, 2026, 8:31 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC

Last 90 days: 2 open-market buys · 0 sales

2026-05-18
Moeller Stephen
See Remarks
Exercise30.0K @ $5.61$168K
2026-05-12
BARTON WILLIAM G
See Remarks
Buy200.00 @ $12.17$2.43K
2026-05-08
BARTON WILLIAM G
See Remarks
Buy22.1K @ $13.56$300K
2026-03-25
Glaser Carol
See Remarks
Exercise25.0K @ $2.04$51.0K
2026-03-17
Glaser Carol
See Remarks
Exercise10.0K @ $2.04$20.4K
2026-02-13
Davis Jennifer Lynn
Director
Sell2.92M @ $15.94$46.5M
2026-02-13
Kilgallon John Thomas
Director
Sell2.92M @ $15.94$46.5M
2026-02-13
BAIN CAPITAL INVESTORS LLC
10% owner
Sell2.92M @ $15.94$46.5M

Held by tracked funds

Form 13F · SEC · quarterly
Soros Fund Management120K sh$1.41M

As of each fund’s latest quarterly 13F — a delayed snapshot, not a live position. All tracked funds →

Earnings history

beat/miss · move
2026-05-07Beat +40.0% est▼ -12.68%8-K ↗
2026-03-17Beat +35.7% est▼ -17.45%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

market news →
Bob’s Discount Furniture Inc. (BOBS) A Shorted Small Cap Stock to Buy on Improving Financials & OutlookBullish
finance.yahoo.com· 2026-06-06
Short Report: Tempus AI short interest at record highBullish
finance.yahoo.com· 2026-06-01
Undervalued Small Caps With Insider Activity To Consider In May 2026Bullish
finance.yahoo.com· 2026-05-27
Bob’s Discount Furniture lifts first-quarter revenue by 8.5%Bullish
finance.yahoo.com· 2026-05-11
Bob's outlines $2.6B-$2.625B 2026 revenue outlook while targeting ~20 store openingsBullish
seekingalpha.com· 2026-05-08
Bob’s Discount Furniture 1Q Net Rev +8.5% on New StoresBullish
finance.yahoo.com· 2026-05-07

Vs tracked universe

compare →

1195 tracked peers · median

TENK Score— vs 67
Revenue growth— vs 7.5%
Net margin— vs 10.0%
Return on equity— vs 12.0%
P/E— vs 26.2