Bright Horizons Family Solutions Inc.

Informe acción NYSE:BFAM

Capitalización de mercado: US$3.4b

Bright Horizons Family Solutions Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Bright Horizons Family Solutions de 16.1% y 5.7% por año respectivamente. Se prevé que el BPA crezca en un 18.6% al año. Se espera que la rentabilidad financiera sea de 20.7% en 3 años.

Información clave

16.1%

Tasa de crecimiento de los beneficios

18.60%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Consumer Services11.8%
Tasa de crecimiento de los ingresos5.7%
Rentabilidad financiera futura20.65%
Cobertura de analistas

Good

Última actualización12 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

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...

Recent updates

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.
Seeking Alpha Apr 28

Bright Horizons Family Solutions: Strong Execution, But Valuation Keeps It A 'Hold'

Summary Bright Horizons Family Solutions has delivered strong top- and bottom-line growth despite reducing its number of childcare locations. Management’s strategy centers on closing underperforming centers, raising tuition rates, and boosting occupancy, driving improved profitability and cash flow. BFAM is currently rated "Hold" due to its valuation, which straddles the line between fairly valued and undervalued compared to peers. Upcoming Q1 2026 results and potential upward guidance revisions could prompt an upgrade to a soft "Buy" if financial momentum continues. Read the full article on Seeking Alpha
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 Alpha
Artículo 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
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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...
Seeking Alpha Jul 01

Bright Horizons Family: Addressing The Demand For More Childcare Services

Summary Bright Horizons Family is well-positioned to benefit from increased demand for childcare services. The company's scale and reputation advantages make it difficult for new entrants to disrupt its market position. Bright Horizons Family's asset-light operating model allows for high free cash flow conversion, supporting its aggressive M&A strategy and growth potential. Read the full article on Seeking Alpha
Artículo de análisis Jun 14

If EPS Growth Is Important To You, Bright Horizons Family Solutions (NYSE:BFAM) Presents An Opportunity

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 02

What Does Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Share Price Indicate?

Bright Horizons Family Solutions Inc. ( NYSE:BFAM ), might not be a large cap stock, but it received a lot of attention...
Artículo de análisis May 05

Earnings Beat: Bright Horizons Family Solutions Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) had a good week, as its shares rose 4.3% to close at...

Previsiones de crecimiento de beneficios e ingresos

NYSE:BFAM - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20283,485295N/AN/A4
12/31/20273,2882793294378
12/31/20263,1032403234208
3/31/20262,980189275372N/A
12/31/20252,934193259351N/A
9/30/20252,874200232323N/A
6/30/20252,790177243332N/A
3/31/20252,729161214307N/A
12/31/20242,686140240337N/A
9/30/20242,628117216312N/A
6/30/20242,554102209302N/A
3/31/20242,48783214305N/A
12/31/20232,41874165256N/A
9/30/20232,33287136218N/A
6/30/20232,22765158243N/A
3/31/20232,11469119197N/A
12/31/20222,02080118188N/A
9/30/20221,95480109173N/A
6/30/20221,87488162217N/A
3/31/20221,82582160218N/A
12/31/20211,75570164227N/A
9/30/20211,67055147225N/A
6/30/20211,54722208294N/A
3/31/20211,4003128214N/A
12/31/20201,51527125210N/A
9/30/20201,65972136228N/A
6/30/20201,83212095191N/A
3/31/20202,067168183287N/A
12/31/20192,062180N/A330N/A
9/30/20192,020178N/A327N/A
6/30/20191,980171N/A297N/A
3/31/20191,941162N/A296N/A
12/31/20181,903157N/A295N/A
9/30/20181,865162N/A275N/A
6/30/20181,827159N/A269N/A
3/31/20181,782152N/A247N/A
12/31/20171,741156N/A248N/A
9/30/20171,700122N/A261N/A
6/30/20171,650113N/A234N/A
3/31/20171,607111N/A234N/A
12/31/20161,57094N/A213N/A
9/30/20161,543101N/A193N/A
6/30/20161,52599N/A202N/A
3/31/20161,49395N/A209N/A
12/31/20151,45893N/A170N/A
9/30/20151,42588N/A195N/A
6/30/20151,39483N/A185N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (16.1% al año) de BFAM es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (16.1% al año) de BFAM crezcan menos que el mercado US (18.5% 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 (5.7% al año) de BFAM crezcan más despacio que el mercado de US (12.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5.7% 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 (20.7%)


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/15 19:38
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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.

AnalistaInstitución
Jeffrey MeulerBaird
Gary BisbeeBarclays
Manav PatnaikBarclays