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

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BCNAY Stock Chart & Stats

$4.52
$0.00(0.00%)
At close: 4:00 PM EST
$4.52
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet Health / Low LeverageThe very low debt-to-equity (~0.10) and conservative balance sheet give Barco durable financial flexibility to weather demand shocks, finance integration of acquisitions like VerVent, and support capex or restructuring without immediate refinancing pressure, improving long-term resilience.
Resilient Gross Margins And Growing Recurring MixConsistent ~40% gross margins and a rising software/service mix (recurring revenues ~13%) create structural margin support. Higher-margin recurring streams and software in enterprise reduce reliance on volatile hardware cycles and improve predictability of margins and cash flows over multiple quarters.
Market Strength In Control Rooms & Diagnostic ImagingLeadership in mission-critical control rooms (platform now ~43% of that BU) and strength in diagnostic imaging with replacement cycles and new AI-enabled products anchor durable demand. These segments have higher entry barriers and recurring/software potential, supporting sustainable revenue and margin quality.
Bears Say
Sustained Top-line WeaknessSharp prior-year revenue declines and a weak H1 trend reduce operating leverage and threaten capital efficiency. If volumes don't stabilize, durable margin and earnings targets will be hard to sustain, making planned recovery dependent on successful H2 execution and durable demand improvement.
Volatile Cash Generation And Post-acquisition Cash StrainMaterial FCF volatility, an inventory build and negative H1 free cash flow weaken self-funding ability. The €134m cash out for VerVent flipped net cash to net debt (€33m), increasing leverage sensitivity and reducing margin for error on execution or further restructuring needs.
End-market Softness: Healthcare Surgical And BYOD EnterpriseUnderperformance in surgical and sustained BYOD-driven weakness in meeting rooms point to structural headwinds in key segments. Long medical design cycles and reduced enterprise hardware spending compress revenue visibility and lengthen recovery timelines for these durable end-markets.

Barco News

BCNAY FAQ

What was Barco NV’s price range in the past 12 months?
Barco NV lowest stock price was $4.36 and its highest was $8.35 in the past 12 months.
    What is Barco NV’s market cap?
    Barco NV’s market cap is $761.15M.
      When is Barco NV’s upcoming earnings report date?
      Barco NV’s upcoming earnings report date is Feb 11, 2027 which is in 197 days.
        How were Barco NV’s earnings last quarter?
        Barco NV released its earnings results on Jul 15, 2026. The company reported -$0.034 earnings per share for the quarter, the consensus estimate of -$0.034 by $0.
          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 $0.323 which represents an annual dividend yield of 5.94%. 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 174,683,290 shares outstanding.
                What happened to Barco NV’s price movement after its last earnings report?
                Barco NV reported an EPS of -$0.034 in its last earnings report, expectations of -$0.034. Following the earnings report the stock price went down -1.935%.
                  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

                    Company Description

                    Barco NV

                    Barco N.V., operating globally with its subsidiaries, specializes in creating cutting-edge visualization solutions tailored for the entertainment, enterprise, and healthcare industries. Its operations are segmented into three core divisions: Entertainment, Enterprise, and Healthcare. The company's extensive product portfolio includes a variety of projectors for cinema, simulation, virtual reality, and other professional installations, alongside advanced presentation switchers, screen management systems, and related control hardware. Barco also provides cutting-edge LED image processing and indoor LED displays, as well as a comprehensive range of video wall technologies, such as laser, LCD, and LED rear-projection units, complete with their controllers and upgrade kits. Further offerings encompass wireless conferencing and presentation systems, 3D sound solutions, and a variety of essential accessories like optical components and sensor units. Barco also develops specialized software for cinema and control room collaboration, alongside immersive visual display systems, including "caves," power walls, and reconfigurable screens. These products are complemented by a full suite of support, maintenance, training, and professional services. For enterprise clients, Barco delivers solutions designed for critical decision-making environments, such as command centers, control rooms, and tools supporting field operations. It also provides networked collaboration platforms for education, meetings, training facilities, and operating rooms, including AV streaming technology with encoders, decoders, and client software. Within the healthcare sector, Barco supplies clinical collaboration software, high-precision medical display systems, and integrated solutions specifically for surgical environments. Founded in 1934, Barco N.V. maintains its headquarters in Kortrijk, Belgium.

                    Barco (BCNAY) Earnings & Revenues

                    BCNAY Company Deck

                    BCNAY Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Negative
                    The call presented a mixed picture: clear strategic and operational progress in pockets (control rooms, diagnostic imaging, HDR traction in cinema, initial VerVent contribution, rising NPS and sustainability metrics) and management reconfirmed a constructive full-year outlook. However, the first half featured meaningful financial weakness — declining sales (-8% y/y), low EBITDA margin (6%), negative free cash flow (-EUR 37m), a net loss (EUR -4.8m), inventory build (+EUR 57m) and a shift to net debt after the VerVent acquisition — which together create material near-term financial pressure. While management outlined cost measures and sees H2 recovery, the negative H1 financial trends and cash/earnings impacts currently outweigh the positives.View all BCNAY earnings summaries
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