Lumida
/BV
⌘K
Brightview Holdings Inc

Brightview Holdings Inc

BV
$14.52USD↓-2.22%-0.33 today

MARKET CAP

1.4B

P/E (TTM)

22.3x

FWD P/E

18.9x

DAY RANGE

$15 – $15

52W RANGE

$11
$17

AI Summary

Stalk
StalkMedium

BV remains in a clear Stage 2 advance with intact higher-high/higher-low structure supported by rising EMAs. However, clusters of Bullish Exhaustion patterns and overbought indicators signal weakening upside momentum and overextension. Entry is not favorable now. Defer execution and await a pullback into the rising EMAs or prior support levels before engaging.

  • ↑Q2 total revenue rose 6% YoY to $703 M; land revenue +4% to $325 M.
  • ↑Adjusted EBITDA reached $79 M (11.3% margin), up 8% YoY on cost discipline.
  • ↓Negative growth outlook and severe analyst downgrades threaten revenue.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

BrightView Holdings, Inc. (NYSE: BV) is a leading provider of commercial landscaping services in the United States, offering maintenance and development solutions. The company has positioned itself strategically within the landscaping industry to leverage its scale and size for delivering high-quality services while focusing on customer relationships through enhanced employee satisfaction initiatives. BrightView's commitment is underscored by robust revenue growth and improvements in customer retention metrics, especially amid changing market dynamics and macroeconomic challenges.

Bull says

  • ↑Q2 total revenue rose 6% YoY to $703 M; land revenue +4% to $325 M.
  • ↑Adjusted EBITDA reached $79 M (11.3% margin), up 8% YoY on cost discipline.
  • ↑Customer retention improved 550 bps to 84.5%, indicating stronger engagement.
  • ↑Invested $6 M to expand sales team, boosting future contract wins.
  • ↑Share repurchase program raised to $150 M, reflecting undervaluation conviction.
  • ↑High earnings yield, strong asset backing, manageable debt, and positive momentum factors.

Bear says

  • ↓Negative growth outlook and severe analyst downgrades threaten revenue.
  • ↓High short interest and low dividend yield discourage shareholders.
  • ↓Weather-dependent snow services ($85 M rev, +30% YoY) risk volatility.
  • ↓Discretionary spending cuts may erode landscaping budgets in downturn.
  • ↓Rising wages and fuel prices could pressure EBITDA margins.

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 05-22-2026neutral

Transcript signals

Bull points

  • We feel we're positioned to grow our business in the back half of the year, like we've commented, somewhere around 1% to 3% for our land business and 3% to 6% for our development business. I feel like we're in a good spot with development. A lot of that work is underway, and it could just be a little bit of a timing, but we feel we'll fall within that range.
  • We believe our resilient business model and momentum and key underlying metrics has us well positioned to deliver another record year of adjusted EBITDA while continuing to reinvest in our business to support long-term profitable growth.
  • As a result, we are raising our full year guidance on adjusted EBITDA margins and free cash flow.

Bear points

  • The unknown in the economy is not a tailwind for anybody right now, but that'll work its way out.
  • So you could see an impact on that 10% of discretionary spend. Is it a timing impact from April to May? Or if these trades and tariffs don't get resolved throughout the summer, is it a avoidance in the spend?
  • We just have this noise out there in the macro. And we consider ourselves lucky because we have a great, very resilient business that we're managing active growth.
Read full transcript analysis ›