Update shared on13 Sep 2025
Fair value Increased 13%Reflecting improvements in both future earnings expectations (Future P/E) and profitability (Net Profit Margin), D2L's consensus analyst price target has been notably raised from CA$19.10 to CA$21.58.
What's in the News
- D2L completed its share buyback program, repurchasing 413,400 shares (0.76%) for $4.36 million.
- The company reaffirmed fiscal guidance for FY2026, projecting revenue of $219–221 million, up 7–8% year-over-year, with growth driven by higher subscription and support revenue.
- D2L launched new products including Createspace (content authoring and management), D2L Academy (centralized training hub), major updates to D2L Brightspace, and Accessibility+—an AI-driven accessibility solution in partnership with ansrsource.
- D2L was selected by the University of the People (over 150,000 students globally) to replace its learning management system, and by the Project Management Institute (nearly 750,000 members) to power digital learning.
- D2L’s exclusive partnership with ansrsource integrates Accessibility+ into Brightspace, providing advanced accessibility audit, remediation, and governance capabilities in response to evolving U.S. regulations.
Valuation Changes
Summary of Valuation Changes for D2L
- The Consensus Analyst Price Target has significantly risen from CA$19.10 to CA$21.58.
- The Future P/E for D2L has significantly risen from 61.42x to 84.93x.
- The Net Profit Margin for D2L has significantly risen from 5.62% to 6.22%.
Disclaimer
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