Bright Horizons Family Solutions

Employer Benefit Demand Will Drive Back-Up Care Revenues And Global Expansion

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 Aug 24

Updated

06 Dec 25

Views

54

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-0.5%

7D

6.7%

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1Y

-0.5%

7D

6.7%

You can edit this narrative until Dec 7 4:05 PM. Then, changes will post as Updates.

Author's Valuation

US$129.4419.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

BFAM: Future Back-Up Care Expansion Will Drive Meaningful Share Price Upside

Analysts have modestly raised their price target on Bright Horizons Family Solutions to $150, highlighting an expanded runway for back up care revenue growth. They argue that the stock remains undervalued as investors underappreciate this opportunity.

Shared on 22 Nov 25

BFAM: Future Back-Up Care Revenue Will Unlock Significant Share Gains

Analysts have raised their price target for Bright Horizons Family Solutions from $129.44 to $150.00. This upward revision reflects optimism about the company's back-up care growth potential and a belief that the stock is currently undervalued.

Shared on 07 Nov 25

Fair value Decreased 5.59%

BFAM: Future Back-Up Care Demand Will Drive Share Price Higher

Analysts have lowered their fair value estimate for Bright Horizons Family Solutions from $137.11 to $129.44 per share. They cite slightly softer revenue growth expectations, a modest increase in the discount rate, and improved profit margins as key factors in the revision.

Shared on 24 Oct 25

Analysts have recently adjusted their price targets for Bright Horizons Family Solutions, with the consensus now reflecting a slight increase. This adjustment is based on expectations for continued back-up care revenue growth and the company's perceived undervaluation.

Shared on 09 Oct 25

Fair value Decreased 2.68%

Analysts have revised their fair value estimate for Bright Horizons Family Solutions slightly downward to $137.11 from $140.89 per share. They cite nuanced shifts in revenue growth and profit margin forecasts as key drivers for the updated price target.

Shared on 07 May 25

Fair value Increased 1.18%

Shared on 30 Apr 25

Fair value Decreased 0.27%

AnalystConsensusTarget has decreased profit margin from 9.8% to 8.2% and increased future PE multiple from 28.7x to 34.0x.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

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 Increased 1.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 12%

AnalystConsensusTarget Fair Value

US$129.44

19.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.42%

Consumer Services revenue growth rate

0.33%

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

7.65%

Calculation

US$326.02m

Earnings '28

x

26.75x

PE Ratio '28

=

US$8.72b

Market Cap '28

US$8.72b

Market Cap '28

/

54.22m

No. shares '28

=

US$160.85

Share Price '28

US$160.85 Share Price '28

Discounted to 2025 @ 7.65% p.a.

=

US$128.92

Fair Value '25