Bed Bath & Beyond Shares Are Worth Only a Dime, KeyBanc Says

(Bloomberg) — Bed Bath & Beyond Inc., once a meme-stock darling during the mania that captivated investors a couple of years ago, is now flirting with penny-stock territory as the company teeters on the brink of bankruptcy.

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KeyBanc Capital Markets analyst Bradley Thomas slashed his 12-month share-price target for the retailer to 10 cents from $2 after the company said it might not be able to continue as a going concern. The average price projection among brokerages tracked by Bloomberg stands at $2.81, though that figure will likely come down as analysts adjust their models following the company’s update.

The shares tumbled as much as 25% Thursday to $1.81, the lowest level in nearly 30 years. They’re down 96% from a recent peak of $52.89 in early 2021, when day traders fueled furious rallies in meme stocks like GameStop Corp., AMC Entertainment Holdings Inc. and Bed Bath & Beyond.

To Thomas, the value for equity investors has all but evaporated.

“Creditors are in the best position to realize value from assets such as Buybuy Baby,” he wrote in a research note, referring to Bed Bath & Beyond’s baby brand.

Wells Fargo Securities analyst Zachary Fadem also cut his price target for Bed Bath & Beyond to $1 from $2 Thursday, saying that a bankruptcy filing could be imminent. Thomas and Fadem both have sell-equivalent recommendations for Bed Bath & Beyond, which has one buy rating, four holds and 11 sells among analysts tracked by Bloomberg.

The company also post weaker-than-expected preliminary sales Thursday. It is scheduled to report third-quarter earnings next week.

–With assistance from Bailey Lipschultz.

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