$BBW

Michael Burry, known for his 'Big Short' bet, has increased his short position in Micron Technology (MU) and other semiconductor-related investments, citing concerns about memory producers' high valuations. He also shorted Applied Materials (AMAT) and Lam Research (LRCX). Micron's stock rose 5% to $1,096.16 on Tuesday, with a 14% gain in September. Burry's views are based on market trends and comments from industry leaders, but he acknowledges the difficulty in timing market tops.

Michael Burry increased short positions in Micron (MU), Nebius (NBIS), SOXX ETF, and Palantir (PLTR). He also added long positions in QXO (QXO), Build-A-Bear (BBW), Sprouts (SFM), Birkenstock (BIRK), and MercadoLibre (MELI). Micron is expected to report Q4 earnings on Sept. 30, with analysts forecasting EPS of $31.30 and revenue of $50.62B, according to Benzinga.

Build-A-Bear Workshop reported Q3 2026 revenue of $115.29M, down from $124.25M YoY, and EPS of $0.7, down from $0.94. Net income was $8.76M, down from $12.37M. Revenue decline was driven by lower existing-store and e-commerce sales, partially offset by wholesale activity. The company is expanding into collectibles and licensing, and has 674 global locations.

Build-A-Bear Workshop (NYSE: BBW) declared a quarterly cash dividend of $0.23 per share, payable on October 8, 2026. The company reported $529.8 million in total revenues for fiscal 2025, marking its 5th consecutive year of record results. The dividend is for stockholders of record as of September 24, 2026.

Build-A-Bear (BBW) reported a challenging Q2 with revenue down 7.2% to $115.3M and pre-tax income down 24.1% to $11.6M, leading to reduced full-year guidance. However, a Halloween product launch set a sales record for a non-Q4 week, showing strong customer demand for classic experiences. The company plans to open 50 new locations and continues share buybacks, repurchasing $8.5M in stock.

Build-A-Bear Workshop (BBW) stock fell 23% after cutting its revenue outlook and terminating its chief growth officer. Michael Burry, who holds a long position, said the earnings report hurt his thesis but he has not abandoned the stock. Burry noted concerns about the company's strategy and plans to reassess after the 10-Q filing. BBW stock is down 51% year-to-date.

Build-A-Bear Workshop (BBW) stock fell 23% last week after the company cut its revenue outlook and terminated its chief growth officer. Investor Michael Burry reassessed his long position, citing strategy concerns. BBW plans to add 50 locations and increase capital expenditure to $25 million. The stock is down 51% year-to-date.

Michael Burry, known for his 'Big Short' bet, disclosed August trades including long positions in MercadoLibre (MELI), Zoetis (ZTS), Lululemon (LULU), and Molina Healthcare (MOH), and short positions in Palantir (PLTR), Nvidia (NVDA), and others. Nine of his 17 long holdings rose, with Veeva (VEEV) up 35.8%, while his short bets faced pressure as AI stocks rallied, with Palantir up 51.4%. Burry adjusted his portfolio, raising cash and managing risk.

Build-A-Bear Workshop (BBW) shares have dropped over 50% year-to-date, with a recent decline following revised earnings guidance. Hoya Capital notes a challenging 2026 but sees an improved risk/reward setup post-earnings.

Build-A-Bear Workshop's shares fell over 29% on Thursday, heading for their biggest one-day drop, after the company cut its fiscal 2026 revenue outlook to $500M-$525M and fired its Chief Growth Officer. The company cited lost partnerships and slower wholesale opportunities. Analysts note the outlook is below consensus and includes tariff cost pressures. The stock is down 55% year-to-date.