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Barco NV (BCNAY)
OTHER OTC:BCNAY
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Barco (BCNAY) Price & Analysis

26 Followers

BCNAY Stock Chart & Stats

$6.96
$0.00(0.00%)
At close: 4:00 PM EDT
$6.96
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Balance-sheet StrengthA net cash position of EUR 186m and low reported leverage provide durable financial flexibility to absorb cyclical demand shocks, fund software and recurring-revenue transitions, sustain the dividend and targeted capital allocation, and pursue selective M&A or factory upgrades without near-term liquidity strain.
Margin SustainabilityConsistently high gross margins (~40%) and improved net margin (~7.1% in 2025) indicate structural product and pricing strength across hardware and software. Durable margin headroom supports reinvestment in R&D and service expansion, helping earnings hold up through moderate volume volatility.
Recurring Revenue TransitionStrategic move toward software and recurring models (Cinema-as-a-Service, target for higher recurring revenues) increases customer lifetime value and revenue predictability. Over months this structural shift should improve recurring margin mix, reduce dependency on one-off projector sales and enhance long-term cash visibility.
Bears Say
Healthcare Segment WeaknessHealthcare EBITDA fell 22% driven by slower U.S. orders, tariffs, FX and weaker surgical renewals. Given hospitals' long purchase cycles and design-in lead times, this creates a structural timing risk for margin recovery and keeps a meaningful portion of group profitability exposed to prolonged U.S. spending weakness.
Revenue Declines & VisibilityA sharp top-line contraction (~27% in 2025) combined with order intake softness reduces forward revenue visibility and complicates capacity, pricing and margin planning. Shorter lead-times and more 'book-and-turn' orders limit advance booking, making near-term recovery timing uncertain for investment and operating decisions.
Cash-flow VolatilityWhile FCF remained positive, a ~44% decline in 2025 and historical uneven cash conversion reveal volatility in cash generation. This reduces the company’s cushion for sustained shareholder returns or larger strategic investments without rebuilding buffers, particularly if Healthcare and order momentum stay weak.

BCNAY FAQ

What was Barco NV’s price range in the past 12 months?
Barco NV lowest stock price was $5.38 and its highest was $8.39 in the past 12 months.
    What is Barco NV’s market cap?
    Barco NV’s market cap is $1.00B.
      When is Barco NV’s upcoming earnings report date?
      Barco NV’s upcoming earnings report date is Jul 22, 2026 which is in 80 days.
        How were Barco NV’s earnings last quarter?
        Barco NV released its earnings results on Feb 10, 2026. The company reported $0.336 earnings per share for the quarter, beating the consensus estimate of N/A by $0.336.
          Is Barco NV overvalued?
          According to Wall Street analysts Barco NV’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Barco NV pay dividends?
            Barco NV pays a Annually dividend of $0.289 which represents an annual dividend yield of 4.08%. See more information on Barco NV dividends here
              What is Barco NV’s EPS estimate?
              Barco NV’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Barco NV have?
              Barco NV has 185,833,280 shares outstanding.
                What happened to Barco NV’s price movement after its last earnings report?
                Barco NV reported an EPS of $0.336 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -2.7%.
                  Which hedge fund is a major shareholder of Barco NV?
                  Currently, no hedge funds are holding shares in BCNAY
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Barco Stock Smart Score

                    2
                    Underperform
                    1
                    2
                    3
                    4
                    5
                    6
                    7
                    8
                    9
                    10

                    Technicals

                    SMA
                    Positive
                    20 days / 200 days
                    Momentum
                    29.32%
                    12-Months-Change

                    Fundamentals

                    Return on Equity
                    10.14%
                    Trailing 12-Months
                    Asset Growth
                    1.61%
                    Trailing 12-Months

                    Company Description

                    Barco NV

                    Barco NV, together with its subsidiaries, develops visualization solutions for the entertainment, enterprise, and healthcare markets worldwide. The company operates through three divisions: Entertainment, Enterprise, and Healthcare. It offers cinema, installation, postproduction, rental, simulation, and virtual reality projectors; presentation switchers and screen management systems, scalers, cards, and controllers; LED image processing and indoor LED displays; and laser, LCD, LED rear-projection, and LED video walls, as well as video wall controllers and upgrade kits. The company also provides wireless conferencing and presentation systems. In addition, it offers 3D sound products; options and accessories, such as boards/cards, lamps, lenses, mechanics, sensors, and others; cinema software and control room collaboration systems; visual display systems comprising canvas, caves, power walls, reconfigurable displays, and transportable caves; and a portfolio of support, maintenance, training, and professional services. Further, the company provides critical decision-making solutions, such as breakout and control rooms, field workers, and operators; networked solutions for education, meetings, trainings, and operating rooms; operational collaboration systems; and AV streaming for encoders and decoders, and software clients. Additionally, it offers software products for clinical collaboration; and medical display systems, as well as solutions for operating rooms. Barco NV was founded in 1934 and is headquartered in Kortrijk, Belgium.

                    Barco (BCNAY) Earnings & Revenues

                    BCNAY Company Deck

                    BCNAY Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call balances clear commercial and operational progress (group revenue growth at constant currency, EUR 125m EBITDA, 20% EPS growth, strong Entertainment momentum, progress on sustainability targets and recurring-revenue initiatives such as HDR/Cinema-as-a-Service) against persistent headwinds (Healthcare EBITDA decline, U.S. tariffs and FX pressure, shorter order cycles reducing visibility, and competitive pressure in modality). Management emphasizes disciplined cost control, structural initiatives to restore Healthcare performance, and cautious but positive guidance skewed to H2. Overall, the company reported measurable improvements and strategic shifts that outweigh near-term challenges, but some recovery (notably in U.S. Healthcare and visibility) is timing-dependent.View all BCNAY earnings summaries
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