Bright Horizons Family Solutions（BFAM）株式概要
ブライト・ホライズンズ・ファミリー・ソリューションズ社は、米国、プエルトリコ、英国、オランダ、オーストラリア、インドにおいて、雇用者と家族向けに早期教育・保育、包括的なバックアップ・ケア、教育アドバイザリー、その他の職場ソリューション・サービスを提供している。 詳細
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Analyst Price Targets
Bright Horizons Family Solutions Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$62.62 |
| 52週高値 | US$130.76 |
| 52週安値 | US$61.51 |
| ベータ | 1.28 |
| 1ヶ月の変化 | -23.67% |
| 3ヶ月変化 | -15.97% |
| 1年変化 | -51.53% |
| 3年間の変化 | -28.62% |
| 5年間の変化 | -56.50% |
| IPOからの変化 | 121.12% |
最新ニュース
ナラティブの更新 • 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ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • Apr 11
Subdued Growth No Barrier To Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Price
When close to half the companies in the Consumer Services industry in the United States have price-to-sales ratios (or...株主還元
| BFAM | US Consumer Services | US 市場 | |
|---|---|---|---|
| 7D | -7.6% | -1.7% | 1.5% |
| 1Y | -51.5% | -26.4% | 28.6% |
業界別リターン: BFAM過去 1 年間で-26.4 % の収益を上げたUS Consumer Services業界を下回りました。
リターン対市場: BFAMは、過去 1 年間で28.6 % のリターンを上げたUS市場を下回りました。
価格変動
| BFAM volatility | |
|---|---|
| BFAM Average Weekly Movement | 6.5% |
| Consumer Services Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: BFAM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BFAMの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1986 | 32,200 | Stephen Kramer | www.brighthorizons.com |
ブライト・ホライズンズ・ファミリー・ソリューションズ社は、米国、プエルトリコ、英国、オランダ、オーストラリア、インドにおいて、雇用者と家族向けに早期教育・保育、包括的なバックアップ・ケア、教育アドバイザリー、その他の職場ソリューション・サービスを提供している。事業セグメントは3つ：フルサービスのセンター型チャイルドケア、バックアップケア、教育アドバイザリーサービスである。フルサービスのセンター型チャイルドケア事業では、従来型のセンター型早期教育・保育、プリスクール、初等教育サービスを提供している。また、早期教育・保育センター、学童保育プログラム、在宅介護プロバイダー、バックアップケアネットワーク、その他のプロバイダーを通じて、家族や介護者のためのオンラインマーケットプレイスであるシッターシティを提供している。教育アドバイザリーサービス部門は、授業料補助や学生ローン返済プログラムの管理、労働力教育、関連する教育コンサルティングサービス、大学入試や大学財務アドバイザリーサービスを提供している。以前はBright Horizons Solutions Corp.として知られていたが、2012年7月に社名をBright Horizons Family Solutions Inc.に変更した。Bright Horizons Family Solutions Inc.は1986年に設立され、マサチューセッツ州ニュートンに本社を置いている。
Bright Horizons Family Solutions Inc. 基礎のまとめ
| BFAM 基礎統計学 | |
|---|---|
| 時価総額 | US$3.24b |
| 収益（TTM） | US$189.18m |
| 売上高(TTM) | US$2.98b |
17.4x
PER（株価収益率1.1x
P/SレシオBFAM は割高か？
公正価値と評価分析を参照収益と収入
| BFAM 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.98b |
| 売上原価 | US$2.23b |
| 売上総利益 | US$752.41m |
| その他の費用 | US$563.23m |
| 収益 | US$189.18m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.60 |
| グロス・マージン | 25.25% |
| 純利益率 | 6.35% |
| 有利子負債／自己資本比率 | 94.6% |
BFAM の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/29 18:01 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Bright Horizons Family Solutions Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| Jeffrey Meuler | Baird |
| Gary Bisbee | Barclays |
| Manav Patnaik | Barclays |