Bright Horizons Family Solutions Crecimiento futuro
Future controles de criterios 3/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Bright Horizons Family Solutions de 18.6% y 5.6% por año respectivamente. Se prevé que el BPA crezca en un 22.5% al año. Se espera que la rentabilidad financiera sea de 24.5% en 3 años.
Información clave
18.6%
Tasa de crecimiento de los beneficios
22.51%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Consumer Services | 12.6% |
| Tasa de crecimiento de los ingresos | 5.6% |
| Rentabilidad financiera futura | 24.54% |
| Cobertura de analistas | Good |
| Última actualización | 31 Jul 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • Aug 05
BFAM: Buybacks And Backup Care Will Support Future Upside Potential
Bright Horizons Family Solutions' analyst fair value estimate has been reduced from $105.00 to $99.00 as analysts factor in lower near term growth expectations and recent price target trims toward $68 and $88, which highlight headwinds in certain segments alongside relative resilience in backup care. Analyst Commentary Recent research on Bright Horizons Family Solutions has sent mixed signals, yet there are clear pockets of optimism that investors should understand.Seeking Alpha • Aug 03
Bright Horizons Family Solutions: Back-Up Strength Still Outruns The Core Recovery
Summary Bright Horizons Family Solutions remains a hold as Back-up Care drives growth but Full Service lags on enrollment and occupancy. BFAM's Q2 2026 saw Back-up Care revenue up 19% with a 26% margin, now contributing over half of total operating income. Full Service revenue grew just 3%, with volume muted and capacity running ahead of occupancy, raising concerns for long-term EBIT targets. Valuation appears fair at ~13.4x NTM PE; upside hinges on sustained Back-up Care execution and visible Full Service recovery. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 22
BFAM: Reset Expectations And Operational Risks Will Shape The Next Phase
The analyst fair value estimate for Bright Horizons Family Solutions has been revised from $93.00 to $70.00. This change reflects lower Street price targets and a view from analysts that more modest revenue growth, slimmer profit margins, a slightly higher discount rate, and a lower future P/E multiple are now appropriate.Actualización de narrativa • Jul 08
BFAM: Index Additions And Buybacks Will Support Long Term Upside Potential
Analysts have reduced their price target for Bright Horizons Family Solutions to $105 from $160, citing updated assumptions for slightly higher discount rates, more moderate revenue growth, slimmer profit margins, and a lower future P/E multiple. Analyst Commentary Recent research on Bright Horizons Family Solutions highlights a more cautious stance on valuation, even as analysts continue to see a viable long term story around the company’s early education and care platform.
Actualización de narrativa • Jun 24
BFAM: Index Additions And Buybacks Will Support Future Upside
Analysts have trimmed their price targets on Bright Horizons Family Solutions by about $1 to roughly $91, reflecting slightly higher discount rates and modestly lower assumed future P/E multiples, while leaving revenue growth and profit margin expectations broadly unchanged. Analyst Commentary Recent research on Bright Horizons Family Solutions indicates that analysts are refining their views around valuation rather than making major changes to underlying business assumptions.Actualización de narrativa • Jun 08
BFAM: BlackRock Buying And Buybacks Will Support Future Upside
Analysts have reduced their price targets on Bright Horizons Family Solutions by $5 to $12, citing a somewhat higher discount rate and slightly adjusted P/E assumptions, while keeping fair value estimates largely unchanged. Analyst Commentary Recent commentary on Bright Horizons Family Solutions centers on revised price targets, with valuation tweaks coming mainly from a higher discount rate and modest changes to P/E assumptions rather than major shifts in fundamental views.Actualización de narrativa • May 25
BFAM: Reaffirmed Guidance And Ongoing Buybacks Will Support Future Upside
Narrative update on Bright Horizons Family Solutions The updated analyst price target for Bright Horizons Family Solutions moves lower by about $4.50, with analysts pointing to more conservative assumptions on revenue growth and future P/E multiples, partly offset by slightly stronger profit margin expectations. Analyst Commentary Recent Street research on Bright Horizons Family Solutions has centered on adjustments to price targets, with several large firms, including JPMorgan and Goldman Sachs, updating their models.Actualización de narrativa • Apr 25
BFAM: Employer Childcare Recovery And Buybacks Will Support Future Upside
Narrative Update: Bright Horizons Family Solutions The analyst price target for Bright Horizons has been reduced to a range around $95 to $100, reflecting what analysts describe as decent recent results but more muted guidance and a recalibration of expectations for margin and growth. Analyst Commentary Recent Street research on Bright Horizons points to a more cautious stance on valuation, even as analysts acknowledge a solid underlying business and a gradual recovery in demand for corporate childcare solutions.Actualización de narrativa • Apr 09
BFAM: Employer Childcare Demand And Ongoing Buybacks Will Support Future Upside
Analysts have trimmed their average price target on Bright Horizons Family Solutions to $100, with reductions from several firms reflecting more muted guidance. They still point to corporate childcare as a useful hiring and retention tool in a tight labor market.Actualización de narrativa • Mar 25
BFAM: Corporate Childcare Demand And Buybacks Will Support Future Upside
Analyst price targets for Bright Horizons Family Solutions have been reduced by a wide range of firms, with cuts such as $124 to $100 and $160 to $95, as analysts factor in more muted guidance while still highlighting corporate childcare as a useful recruitment and retention tool in a tight labor market. Analyst Commentary Recent research on Bright Horizons points to a reset in expectations, with analysts revisiting both valuation and growth assumptions after more muted guidance.Actualización de narrativa • Mar 08
BFAM: Corporate Childcare Demand Will Support Future Upside Despite Softer Long Term Outlook
Bright Horizons Family Solutions' analyst price targets have been reduced, with cuts such as BMO Capital moving to $100 from $124 and Barclays to $95 from $160, as analysts factor in more muted guidance alongside a still positive view on corporate childcare demand. Analyst Commentary Analysts are trimming their price targets on Bright Horizons but are still highlighting a mix of constructive and cautious themes around the story.Actualización de narrativa • Feb 22
BFAM: Corporate Childcare Demand Will Support Future Upside Despite Muted Guidance
Analysts have trimmed their price targets on Bright Horizons Family Solutions, with our fair value estimate moving from about $127.33 to $97.11. This reflects more muted guidance and updated assumptions for growth, margins, discount rate, and future P/E, even as corporate-sponsored childcare remains a focus in recent research.Actualización de narrativa • Feb 08
BFAM: Discount Rate Reset Will Support Further Upside Potential
Analysts trimmed their price target on Bright Horizons Family Solutions by $13, reflecting slightly adjusted assumptions around discount rates and future P/E multiples, while keeping fair value and key operating estimates effectively unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the price target trim as a technical reset tied to discount rate and P/E inputs, rather than a change in the underlying business outlook or core operating assumptions.Actualización de narrativa • Jan 23
BFAM: Share Repurchases And 2025 Revenue Outlook Will Support Further Upside
Analysts have trimmed their price target for Bright Horizons Family Solutions by about $1 to reflect slightly higher discount rate assumptions, marginally lower projected revenue growth, largely unchanged profit margin expectations, and a small reset in future P/E assumptions. Analyst Commentary Recent Street research on Bright Horizons Family Solutions points to a more balanced view on the stock, with the trimmed price target mainly reflecting tweaks to valuation inputs rather than a wholesale shift in the underlying business thesis.Actualización de narrativa • Jan 08
BFAM: Share Repurchases And 2025 Outlook Will Support Further Upside Potential
Analysts have maintained their fair value estimate for Bright Horizons Family Solutions at about US$128.78, making only minor adjustments to assumptions such as the discount rate and future P/E. This reflects a largely unchanged view of the company’s long term outlook.Artículo de análisis • Jan 08
Bright Horizons Family Solutions Inc. (NYSE:BFAM) Not Lagging Market On Growth Or Pricing
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...Actualización de narrativa • Dec 21
BFAM: Focus List Inclusion Signals Future Upside From Back-Up Care Opportunity
Analysts have nudged their price target on Bright Horizons Family Solutions slightly lower to approximately $129 from about $130, citing a marginally higher discount rate and tempered long term revenue growth expectations, which are partly offset by modestly improved profit margin assumptions and a still favorable view of the underappreciated back up care opportunity. Analyst Commentary Bullish analysts highlight that Bright Horizons continues to screen as undervalued relative to its long term growth runway, particularly in its back up care segment.Actualización de narrativa • Dec 06
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.Artículo de análisis • Dec 05
Here's Why Bright Horizons Family Solutions (NYSE:BFAM) Can Manage Its Debt Responsibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Actualización de narrativa • Nov 22
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.Actualización de narrativa • Nov 07
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.Actualización de narrativa • Oct 24
Employer Benefit Demand Will Drive Back-Up Care Revenues And Global Expansion
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.Artículo de análisis • Oct 18
We Like These Underlying Return On Capital Trends At Bright Horizons Family Solutions (NYSE:BFAM)
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Actualización de narrativa • Oct 09
Employer Childcare Demand Will Boost UK And Global Expansion
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.Artículo de análisis • Aug 03
Bright Horizons Family Solutions Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
It's been a good week for Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) shareholders, because the company has...Artículo de análisis • Jul 22
Here's Why Bright Horizons Family Solutions (NYSE:BFAM) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • Jul 07
Do Bright Horizons Family Solutions' (NYSE:BFAM) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Artículo de análisis • Jun 23
Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Price In Tune With Earnings
Bright Horizons Family Solutions Inc.'s ( NYSE:BFAM ) price-to-earnings (or "P/E") ratio of 43.4x might make it look...Artículo de análisis • May 15
Shareholders Will Be Pleased With The Quality of Bright Horizons Family Solutions' (NYSE:BFAM) Earnings
Investors were underwhelmed by the solid earnings posted by Bright Horizons Family Solutions Inc. ( NYSE:BFAM...Artículo de análisis • Apr 29
Returns On Capital At Bright Horizons Family Solutions (NYSE:BFAM) Have Stalled
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Artículo de análisis • Apr 16
Bright Horizons Family Solutions Inc. (NYSE:BFAM) Shares Could Be 29% Below Their Intrinsic Value Estimate
Key Insights Bright Horizons Family Solutions' estimated fair value is US$166 based on 2 Stage Free Cash Flow to Equity...Artículo de análisis • Mar 23
Should You Be Adding Bright Horizons Family Solutions (NYSE:BFAM) To Your Watchlist Today?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Artículo de análisis • Feb 27
Why We're Not Concerned About Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Share Price
Bright Horizons Family Solutions Inc.'s ( NYSE:BFAM ) price-to-earnings (or "P/E") ratio of 53.3x might make it look...Artículo de análisis • Jan 25
At US$115, Is It Time To Put Bright Horizons Family Solutions Inc. (NYSE:BFAM) On Your Watch List?
While Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) might not have the largest market cap around , it saw a...Artículo de análisis • Jan 13
Bright Horizons Family Solutions Inc. (NYSE:BFAM) Shares Could Be 35% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Bright Horizons Family Solutions fair value estimate is US$176...Artículo de análisis • Jan 01
Return Trends At Bright Horizons Family Solutions (NYSE:BFAM) Aren't Appealing
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Artículo de análisis • Dec 20
Do Bright Horizons Family Solutions' (NYSE:BFAM) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Artículo de análisis • Nov 18
Is Bright Horizons Family Solutions (NYSE:BFAM) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Nov 06
Bright Horizons Family: Rating Downgrade As Valuation Has Priced In My Expected Upside
Summary I downgrade Bright Horizons Family from buy to hold due to limited upside in the stock, despite strong fundamentals and growth potential. BFAM reported 11.4% revenue growth, surpassing estimates, with notable gains in backup care revenue and improved occupancy rates, driving EPS growth of 25.5% y/y. The 10% growth outlook remains intact, supported by strong volume and pricing in full-service segments and robust demand in backup dependent care. Read the full article on Seeking AlphaArtículo de análisis • Oct 18
Earnings Tell The Story For Bright Horizons Family Solutions Inc. (NYSE:BFAM)
With a price-to-earnings (or "P/E") ratio of 75.2x Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) may be sending...Artículo de análisis • Oct 06
What Does Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Share Price Indicate?
While Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) might not have the largest market cap around , it saw a...Artículo de análisis • Sep 24
An Intrinsic Calculation For Bright Horizons Family Solutions Inc. (NYSE:BFAM) Suggests It's 40% Undervalued
Key Insights Bright Horizons Family Solutions' estimated fair value is US$230 based on 2 Stage Free Cash Flow to Equity...Seeking Alpha • Sep 09
Bright Horizons Has A Bright Future But I Will Wait On The Sidelines
Summary Over the last weekend, I read an interesting Barron's article on Bright Horizons Family Solutions, hooking me on to the company's impressive growth story. The company has been in business for over three decades and has emerged as the largest employer-funded childcare solutions provider in the nation. The company benefits from long-term partnerships with over 1,450 employers, including Fortune 500 companies. The capital-light business model of the company is a major bright spot for Bright Horizons. Although Bright Horizons is well-positioned for future growth, rising childcare costs, staffing shortages, and its premium valuation present risks to investors. Read the full article on Seeking Alpha
Nueva narrativa • Aug 27
Expanding Staff And Partnerships Sparks Revenue And Efficiency Surge
Expansion through new client centers and partnerships with corporations suggests potential for increased enrollment and higher revenues.Artículo de análisis • Aug 14
Bright Horizons Family Solutions' (NYSE:BFAM) Performance Is Even Better Than Its Earnings Suggest
Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) recently posted some strong earnings, and the market responded...Artículo de análisis • Aug 09
Bright Horizons Family Solutions Inc. Just Recorded A 25% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders of Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) will be pleased this week, given that the stock...Artículo de análisis • Aug 05
Bright Horizons Family Solutions (NYSE:BFAM) Has A Pretty Healthy Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 3,491 | 294 | 386 | 441 | 5 |
| 12/31/2027 | 3,269 | 264 | 319 | 425 | 8 |
| 12/31/2026 | 3,099 | 230 | 260 | 347 | 8 |
| 6/30/2026 | 3,028 | 175 | 236 | 333 | N/A |
| 3/31/2026 | 2,980 | 189 | 275 | 372 | N/A |
| 12/31/2025 | 2,934 | 193 | 259 | 351 | N/A |
| 9/30/2025 | 2,874 | 200 | 232 | 323 | N/A |
| 6/30/2025 | 2,790 | 177 | 243 | 332 | N/A |
| 3/31/2025 | 2,729 | 161 | 214 | 307 | N/A |
| 12/31/2024 | 2,686 | 140 | 240 | 337 | N/A |
| 9/30/2024 | 2,628 | 117 | 216 | 312 | N/A |
| 6/30/2024 | 2,554 | 102 | 209 | 302 | N/A |
| 3/31/2024 | 2,487 | 83 | 214 | 305 | N/A |
| 12/31/2023 | 2,418 | 74 | 165 | 256 | N/A |
| 9/30/2023 | 2,332 | 87 | 136 | 218 | N/A |
| 6/30/2023 | 2,227 | 65 | 158 | 243 | N/A |
| 3/31/2023 | 2,114 | 69 | 119 | 197 | N/A |
| 12/31/2022 | 2,020 | 80 | 118 | 188 | N/A |
| 9/30/2022 | 1,954 | 80 | 109 | 173 | N/A |
| 6/30/2022 | 1,874 | 88 | 162 | 217 | N/A |
| 3/31/2022 | 1,825 | 82 | 160 | 218 | N/A |
| 12/31/2021 | 1,755 | 70 | 164 | 227 | N/A |
| 9/30/2021 | 1,670 | 55 | 147 | 225 | N/A |
| 6/30/2021 | 1,547 | 22 | 208 | 294 | N/A |
| 3/31/2021 | 1,400 | 3 | 128 | 214 | N/A |
| 12/31/2020 | 1,515 | 27 | 125 | 210 | N/A |
| 9/30/2020 | 1,659 | 72 | 136 | 228 | N/A |
| 6/30/2020 | 1,832 | 120 | 95 | 191 | N/A |
| 3/31/2020 | 2,067 | 168 | N/A | 287 | N/A |
| 12/31/2019 | 2,062 | 180 | N/A | 330 | N/A |
| 9/30/2019 | 2,020 | 178 | N/A | 327 | N/A |
| 6/30/2019 | 1,980 | 171 | N/A | 297 | N/A |
| 3/31/2019 | 1,941 | 162 | N/A | 296 | N/A |
| 12/31/2018 | 1,903 | 157 | N/A | 295 | N/A |
| 9/30/2018 | 1,865 | 162 | N/A | 275 | N/A |
| 6/30/2018 | 1,827 | 159 | N/A | 269 | N/A |
| 3/31/2018 | 1,782 | 152 | N/A | 247 | N/A |
| 12/31/2017 | 1,741 | 156 | N/A | 248 | N/A |
| 9/30/2017 | 1,700 | 122 | N/A | 261 | N/A |
| 6/30/2017 | 1,650 | 113 | N/A | 234 | N/A |
| 3/31/2017 | 1,607 | 111 | N/A | 234 | N/A |
| 12/31/2016 | 1,570 | 94 | N/A | 213 | N/A |
| 9/30/2016 | 1,543 | 101 | N/A | 193 | N/A |
| 6/30/2016 | 1,525 | 99 | N/A | 202 | N/A |
| 3/31/2016 | 1,493 | 95 | N/A | 209 | N/A |
| 12/31/2015 | 1,458 | 93 | N/A | 170 | N/A |
| 9/30/2015 | 1,425 | 88 | N/A | 195 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (18.6% al año) de BFAM es superior a la tasa de ahorro (3.7%).
Beneficios vs. Mercado: Se prevé que los beneficios (18.6% al año) de BFAM crezcan más rápidamente que el mercado US (16.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de BFAM crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (5.6% al año) de BFAM crezcan más despacio que el mercado de US (12.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 5.6% al año) de BFAM crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de BFAM sea alta dentro de 3 años (24.5%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/10 12:29 |
| Precio de las acciones al final del día | 2026/08/10 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Bright Horizons Family Solutions Inc. está cubierta por 16 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jeffrey Meuler | Baird |
| Gary Bisbee | Barclays |
| Manav Patnaik | Barclays |