Laureate Education

LAUR: Increased Buyback Authorization And Margin Gains Will Drive Outperformance

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

10 Sep 24

Updated

20 Dec 25

Views

82

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

86.9%

7D

3.5%

Loading

1Y

86.9%

7D

3.5%

You can edit this narrative until Dec 21 9:10 PM. Then, changes will post as Updates.

Author's Valuation

US$36.838.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 20 Dec 25

Fair value Increased 2.31%

LAUR: Expanded Buybacks And 2025 Guidance Will Support Balanced Future Returns

Analysts have nudged their price target for Laureate Education slightly higher to approximately 36.83 dollars from 36.00 dollars. This reflects modestly lower perceived risk, a slightly richer future earnings multiple, and continued expectations for solid long term revenue growth and profitability.

Shared on 06 Dec 25

LAUR: Expanded Buybacks And 2025 Guidance Will Drive Share Upside

Narrative Update Analysts have modestly raised their price target on Laureate Education to $36.00, citing slightly higher discount rate and future P/E assumptions while maintaining their fair value view. What's in the News Laureate Education raised its full year 2025 revenue guidance to a range of $1,681 million to $1,686 million, implying 7% to 8% reported growth and about 8% organic constant currency growth versus 2024 (company guidance filing).

Shared on 22 Nov 25

Fair value Increased 5.26%

LAUR: Equity Buyback Expansion Will Drive Value In 2025

Analysts have raised their price target for Laureate Education from $34.20 to $36.00. They cited improved projections for revenue growth and profit margins in their updated outlook.

Shared on 03 Nov 25

Fair value Increased 1.18%

Analysts have raised their price target on Laureate Education to $34.20 from $33.80. They cite stronger revenue growth and higher profit margin forecasts as the main drivers for the upward revision.

Shared on 20 Oct 25

Fair value Increased 9.03%

Analysts have raised their price target for Laureate Education from $31.00 to $33.80 per share. They cited expectations for higher revenue growth and a slightly lower discount rate in their updated outlook.

Shared on 05 Oct 25

Fair value Increased 5.44%

Analysts have raised their price target for Laureate Education from $29.40 to $31.00 per share, citing modest improvements in projected profit margins and fair value estimates. What's in the News From April 1, 2025 to June 30, 2025, Laureate Education repurchased 1,480,000 shares for $28.55 million, completing a total buyback of 3,774,000 shares for $72.42 million under the repurchase program announced on September 13, 2024 (Key Developments).

Shared on 20 Sep 25

Fair value Increased 5.00%

The modest increase in Laureate Education’s consensus price target to $29.40 appears primarily driven by an expansion in its forward P/E multiple, as revenue growth forecasts remain largely steady. What's in the News Repurchased 1,480,000 shares (0.99%) for $28.55 million from April 1 to June 30, 2025, completing 3,774,000 shares (2.52%) for $72.42 million under the ongoing buyback program.

Shared on 31 Jul 25

Fair value Increased 5.66%

With both the discount rate and future P/E remaining virtually unchanged, analysts maintained their fair value estimate for Laureate Education at $26.50 per share. What's in the News Laureate Education, Inc.

Shared on 30 Apr 25

Fair value Increased 16%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.23%

AnalystConsensusTarget has decreased revenue growth from 6.0% to 5.0%.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 3.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 8.46%

AnalystConsensusTarget has decreased revenue growth from 6.8% to 6.0% and decreased future PE multiple from 16.0x to 12.1x.

AnalystConsensusTarget Fair Value

US$36.83

8.1% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

9.73%

Consumer Services revenue growth rate

0.34%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.27%

Calculation

US$403.54m

Earnings '28

x

15.44x

PE Ratio '28

=

US$6.23b

Market Cap '28

US$6.23b

Market Cap '28

/

137.58m

No. shares '28

=

US$45.28

Share Price '28

US$45.28 Share Price '28

Discounted to 2025 @ 7.28% p.a.

=

US$36.68

Fair Value '25