BrightView has missed consensus earnings estimates in each of its last four quarters by an average of 53%, while free cash flow runs deeply negative relative to reported net income and 35% of the float is sold short; combined with a confirmed technical downtrend below the 200-day moving average triggered by a death cross, the setup favors exiting the position ahead of any recovery that the fundamentals have not yet begun to support.
Thesis pillars
- Four Quarter Earnings Miss Streak↑Improving
- Negative Free Cash Conversion→Stable
- Death Cross Confirmed Downtrend→Stable
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Nov 19, 2025
BrightView Holdings, Inc. (BV) Stock Analysis
Recovery setup · Inst Constrain edge
Industrials · Specialty Business Services
Sell if holding. Engine safety override at $11.59: Quality below floor (2.3 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: High short interest: 33%; Below-average business quality; Below long-term trend.
BrightView Holdings is the largest provider of commercial landscaping services in the United States, operating more than 265 branches across two segments: Maintenance Services and Development Services. The company generated net service revenues of $2,672.8 million and net income... Read more
Sell if holding. Engine safety override at $11.59: Quality below floor (2.3 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: High short interest: 33%; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 72. Score 4.9/10, moderate confidence.
Passes 5/8 gates (positive momentum, clean insider activity, no SEC red flags, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About BrightView Holdings, Inc.
About BrightView Holdings, Inc.
BrightView Holdings generated $2,672.8 million in net service revenues for fiscal 2025, split between a $1,891.3 million Maintenance Services segment and a $789.1 million Development Services segment, with revenue roughly four times that of its next-largest commercial landscaping competitor. The company operates more than 265 branches nationwide and employed approximately 18,600 people, including seasonal workers, as of September 30, 2025.
Maintenance Services delivers recurring, route-based mowing, irrigation, tree care and snow removal work billed under contracts cancelable by either party on 30 days' notice, while Development Services performs landscape architecture and installation projects typically ranging from $100,000 to over $10 million. BrightView's top ten customers account for about 17% of fiscal 2025 revenue with no single customer above 4%, spreading risk across roughly 7,400 office parks and corporate campuses, 6,100 residential communities and 500 educational institutions. The company competes against national rivals including Yellowstone Landscape, Mariani Premier Group and HeartLand alongside thousands of smaller local operators in a highly fragmented industry, and relies partly on H-2B visa workers, about 1,500 in fiscal 2025, to fill seasonal labor gaps.
Show full overview
BrightView's Maintenance Services contracts are cancelable by either party on 30 days' notice, so the modest customer concentration disclosed in the 10-K does not by itself protect the company from a wave of non-renewals hitting several branches at once. Roughly 5% of BrightView's approximately 18,600 employees are covered by collective bargaining agreements, and the company also depends on the H-2B temporary visa program for seasonal labor, about 1,500 workers in fiscal 2025, so disruption to either the bargaining relationships or the visa program could each pressure branch-level staffing independent of customer trends.
See also: Industrials · Specialty Business Services
From BrightView Holdings, Inc.'s most recent 10-K filing, extracted July 6, 2026.
Recent developments
updated 2026-10-30Recent Developments — BrightView Holdings, Inc.
Latest news
- NEWS BrightView Holdings, Inc. Announces Fourth Quarter and Fiscal Year 2026 Earnings Release Date — fiscal.ai Oct 29, 2026 neutral
- NEWS Morgan Stanley Maintains Equal-Weight on BrightView Hldgs, Lowers Price Target to $11.5 — benzinga Oct 13, 2026 negative
- NEWS Morgan Stanley Maintains Equal-Weight on BrightView Hldgs, Lowers Price Target to $12.5 — benzinga Aug 6, 2026 neutral
- NEWS 12 Industrials Stocks Moving In Wednesday's Intraday Session — benzinga Aug 5, 2026 neutral
- NEWS BrightView Hldgs Narrows FY2026 Sales Guidance from $2.745B-$2.795B to $2.750B-$2.780B vs $2.774B Est — benzinga Aug 4, 2026 neutral
Generated 2026-10-30T11:22:45Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWCustomertop ten customers17%10-K Item 1: 'Our top ten customers accounted for approximately 17% of our fiscal 2025 revenues, with no single customer accounting for more than 4% of our fiscal 2025 revenues.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
4 floor-breakers
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Growth below the gate floor. Component breakdown shows what dragged the score down.static
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $11.59: Quality below floor (2.3 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: High short interest: 33%; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 72. Prior stop was $10.97. Score 4.9/10, moderate confidence.
Analyst target: $13.35 (+15.2% upside). Prior stop was $10.97. Stop-loss: $10.97.
Quality below floor (2.3 < 4.0).
BrightView Holdings, Inc. trades at a P/E of N/A (forward 19.0). TrendMatrix value score: 7.5/10. Verdict: Sell.
19 analysts cover BV with a consensus score of 4.2/5. Average price target: $15.
What does BrightView Holdings, Inc. do?BrightView Holdings is the largest provider of commercial landscaping services in the United States, operating more...
BrightView Holdings is the largest provider of commercial landscaping services in the United States, operating more than 265 branches across two segments: Maintenance Services and Development Services. The company generated net service revenues of $2,672.8 million and net income of $56.0 million in fiscal 2025, with its top ten customers accounting for about 17% of revenue and no single customer above 4%. Despite being the largest player, BrightView holds only a 1.5% share of the fragmented $124 billion U.S. commercial landscape maintenance market.