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

Update shared on 20 Dec 2025

Fair value Increased 2.31%
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AnalystConsensusTarget's Fair Value
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1Y
86.9%
7D
3.5%

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.

What's in the News

  • Raised full year 2025 revenue guidance to a range of 1,681 million dollars to 1,686 million dollars, implying 7% to 8% reported growth and about 8% organic constant currency growth versus 2024 (Key Developments)
  • Issued revenue guidance for the fourth quarter of 2025, targeting 521 million dollars to 526 million dollars (Key Developments)
  • Completed repurchase of 3,774,000 shares, equal to about 2.52% of shares, for 72.42 million dollars under the buyback program announced in September 2024 (Key Developments)
  • Expanded the equity buyback authorization by 150 million dollars on October 30, 2025, lifting the total program size to 250 million dollars (Key Developments)

Valuation Changes

  • Fair Value Estimate: increased slightly to approximately 36.83 dollars from 36.00 dollars, reflecting a modestly higher implied upside.
  • Discount Rate: edged down marginally to about 7.28% from 7.28%, signaling a slightly lower perceived risk profile.
  • Revenue Growth: trimmed slightly to around 10.57% from 10.66%, indicating a modestly more conservative long term top line outlook.
  • Net Profit Margin: reduced marginally to about 18.85% from 18.95%, implying a slightly lower long run profitability assumption.
  • Future P/E: risen modestly to roughly 15.44x from 14.97x, suggesting a somewhat richer valuation multiple on projected earnings.

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Disclaimer

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