Covista（CVSA）株式概要Covista Inc.は、その子会社とともに、米国、バルバドス、セント・サウス・ウェールズでヘルスケア教育を提供している。 詳細CVSA ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績2/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より65.4%で取引されている 収益は年間11.96%増加すると予測されています 過去5年間の収益は年間42.9%増加しました。 アナリストらは、株価が25.7%上昇するだろうとほぼ一致している。 リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るCVSA Community Fair Values Create NarrativeSee what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN18.9% undervaluedAnalystConsensusTarget•1mo agoHealth Care Workforce Shortages And Digital Learning Will Support This Bullish Long Term Thesis1501AN4.4% undervaluedAnalystLowTarget•1mo agoHealth Care Workforce Shortages Will Pressure Capacity Expansion Yet Support Long Term Potential300AN29.0% undervaluedAnalystHighTarget•2mo agoHealth Care Workforce Shortages And Flexible Learning Will Support Stronger Long Term Outcomes400Top Analyst NarrativesAN18.9% undervaluedAnalystConsensusTarget•1mo agoHealth Care Workforce Shortages And Digital Learning Will Support This Bullish Long Term Thesis1501AN4.4% undervaluedAnalystLowTarget•1mo agoHealth Care Workforce Shortages Will Pressure Capacity Expansion Yet Support Long Term Potential300AN29.0% undervaluedAnalystHighTarget•2mo agoHealth Care Workforce Shortages And Flexible Learning Will Support Stronger Long Term Outcomes400View all narrativesCovista Inc. 競合他社Grand Canyon EducationSymbol: NasdaqGS:LOPEMarket cap: US$4.1bLaureate EducationSymbol: NasdaqGS:LAURMarket cap: US$4.6bBright Horizons Family SolutionsSymbol: NYSE:BFAMMarket cap: US$3.6bStrideSymbol: NYSE:LRNMarket cap: US$3.7b価格と性能株価の高値、安値、推移の概要Covista過去の株価現在の株価US$124.2752週高値US$156.2652週安値US$86.97ベータ0.631ヶ月の変化15.46%3ヶ月変化29.35%1年変化-4.19%3年間の変化196.73%5年間の変化230.24%IPOからの変化10,096.51%最新ニュースNew Risk • May 20New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$4.8m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.ライブニュース • May 20Covista Lifts Guidance After Earnings Beat and New Chamberlain Campus AnnouncementCovista reported Q1 2026 revenue growth of 4.5% year over year, with adjusted EPS of $1.98 that came in 14.9% above analyst estimates and an operating margin of 18.8%. Management raised full-year 2026 revenue guidance to $1.94b and lifted adjusted EPS guidance to $8.05, while free cash flow margin also improved in the quarter. Chamberlain University, a Covista institution, plans to open its 25th campus in Cincinnati in time for the Fall 2026 semester, targeting Ohio’s sizable healthcare workforce gap of nearly 50,000 open roles. The combination of earnings outperformance, higher full-year guidance and continued campus expansion indicates that management is leaning into demand for vocational and healthcare-focused education programs. Investors may want to watch how effectively Covista converts new campuses and AI-powered classroom initiatives into sustained enrollment and cash flow, as well as any execution risks tied to rapid physical expansion.Reported Earnings • May 11Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: US$1.69. Revenue: US$487.0m (up 4.5% from 3Q 2025). Net income: US$58.0m (down 4.6% from 3Q 2025). Profit margin: 12% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US.新しいナラティブ • Apr 22Health Care Workforce Shortages Will Pressure Capacity Expansion Yet Support Long Term PotentialCatalysts About Covista Covista is a health care education provider focused on training nurses, physicians, veterinarians and behavioral health professionals at scale. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Apr 08Health Care Workforce Shortages And Digital Learning Will Support This Bullish Long Term ThesisCatalysts About Covista Covista provides higher education programs focused on health care and related professional fields. What are the underlying business or industry changes driving this perspective?お知らせ • Apr 07+ 1 more updateCovista Inc. to Report Q3, 2026 Results on May 07, 2026Covista Inc. announced that they will report Q3, 2026 results After-Market on May 07, 2026最新情報をもっと見るRecent updatesNew Risk • May 20New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$4.8m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.ライブニュース • May 20Covista Lifts Guidance After Earnings Beat and New Chamberlain Campus AnnouncementCovista reported Q1 2026 revenue growth of 4.5% year over year, with adjusted EPS of $1.98 that came in 14.9% above analyst estimates and an operating margin of 18.8%. Management raised full-year 2026 revenue guidance to $1.94b and lifted adjusted EPS guidance to $8.05, while free cash flow margin also improved in the quarter. Chamberlain University, a Covista institution, plans to open its 25th campus in Cincinnati in time for the Fall 2026 semester, targeting Ohio’s sizable healthcare workforce gap of nearly 50,000 open roles. The combination of earnings outperformance, higher full-year guidance and continued campus expansion indicates that management is leaning into demand for vocational and healthcare-focused education programs. Investors may want to watch how effectively Covista converts new campuses and AI-powered classroom initiatives into sustained enrollment and cash flow, as well as any execution risks tied to rapid physical expansion.Reported Earnings • May 11Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: US$1.69. Revenue: US$487.0m (up 4.5% from 3Q 2025). Net income: US$58.0m (down 4.6% from 3Q 2025). Profit margin: 12% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US.新しいナラティブ • Apr 22Health Care Workforce Shortages Will Pressure Capacity Expansion Yet Support Long Term PotentialCatalysts About Covista Covista is a health care education provider focused on training nurses, physicians, veterinarians and behavioral health professionals at scale. What are the underlying business or industry changes driving this perspective?新しいナラティブ • Apr 08Health Care Workforce Shortages And Digital Learning Will Support This Bullish Long Term ThesisCatalysts About Covista Covista provides higher education programs focused on health care and related professional fields. What are the underlying business or industry changes driving this perspective?お知らせ • Apr 07+ 1 more updateCovista Inc. to Report Q3, 2026 Results on May 07, 2026Covista Inc. announced that they will report Q3, 2026 results After-Market on May 07, 2026新しいナラティブ • Mar 24Health Care Workforce Shortages And Flexible Learning Will Support Stronger Long Term OutcomesCatalysts About Covista Covista focuses on large scale health care education programs serving nursing, medical, veterinary and allied health students across the United States. What are the underlying business or industry changes driving this perspective?Recent Insider Transactions • Mar 13Lead Independent Director recently bought US$3.6m worth of stockOn the 11th of March, Michael Malafronte bought around 36k shares on-market at roughly US$101 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$4.3m more in shares than they bought in the last 12 months.Seeking Alpha • Mar 13Covista: A Mispriced Bet On The Healthcare Worker ShortageSummary Covista is trading significantly below its intrinsic value despite short-term headwinds at Chamberlain University. All segments are growing revenue; Walden University’s 27% revenue and 13% enrollment growth offset Chamberlain’s 1% enrollment decline. Key risks include heavy reliance on Title IV funding and regulatory changes, though long-term healthcare demand and AI-driven career shifts support growth and limit risk. Read the full article on Seeking AlphaPrice Target Changed • Feb 25Price target increased by 9.0% to US$173Up from US$158, the current price target is an average from 2 analysts. New target price is 73% above last closing price of US$99.59. Stock is up 1.6% over the past year. The company posted earnings per share of US$6.27 last year.お知らせ • Feb 24Covista Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026; Provides Earnings Guidance for Fiscal Year 2027, 2028 and 2029Covista Inc. reaffirmed earnings guidance for the fiscal year 2026; provided earnings guidance for fiscal year 2027, 2028 and 2029. For 2026, the revenue guidance is in the range of $1,900 million to $1,940 million, or approximately 6% to 8.5% growth year-over-year. For 2027, the revenue guidance is 6% to 8%. For 2028, the revenue guidance is 7% to 10%. For 2029, the revenue guidance is 8% to 11%.Reported Earnings • Jan 29Second quarter 2026 earnings released: EPS: US$2.13 (vs US$1.90 in 2Q 2025)Second quarter 2026 results: EPS: US$2.13 (up from US$1.90 in 2Q 2025). Revenue: US$503.4m (up 12% from 2Q 2025). Net income: US$76.1m (up 6.9% from 2Q 2025). Profit margin: 15% (in line with 2Q 2025). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 29Adtalem Global Education Inc. Reiterates Earnings Guidance for the Fiscal Year 2026Adtalem Global Education Inc. reiterated earnings guidance for the fiscal year 2026. The company maintained its revenue guidance for fiscal year 2026, with revenue in the range of $1,900 million to $1,940 million, approximately 6% to 8.5% growth year-over-year.お知らせ • Jan 05Adtalem Global Education Inc. to Report Q2, 2026 Results on Jan 28, 2026Adtalem Global Education Inc. announced that they will report Q2, 2026 results After-Market on Jan 28, 2026お知らせ • Dec 16Adtalem Global Education Inc. (NYSE:ATGE) announces an Equity Buyback for $750 million worth of its shares.Adtalem Global Education Inc. (NYSE:ATGE) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its outstanding common stock. The program is valid till December 15, 2028.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 31%After last week's 31% share price decline to US$97.49, the stock trades at a trailing P/E ratio of 14.3x. Average forward P/E is 14x in the Consumer Services industry in the US. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$179 per share.Reported Earnings • Oct 31First quarter 2026 earnings released: EPS: US$1.69 (vs US$1.23 in 1Q 2025)First quarter 2026 results: EPS: US$1.69 (up from US$1.23 in 1Q 2025). Revenue: US$462.3m (up 11% from 1Q 2025). Net income: US$61.1m (up 32% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 31Adtalem Global Education Inc. Maintains Earnings Guidance for the Fiscal Year 2026Adtalem Global Education Inc. maintained earnings guidance for the fiscal year 2026. For the year, the company maintains guidance for fiscal year 2026, with revenue in the range of $1,900 million to $1,940 million, approximately 6.0% to 8.5% growth year-over-year.Price Target Changed • Oct 18Price target increased by 7.0% to US$172Up from US$160, the current price target is an average from 4 analysts. New target price is 13% above last closing price of US$151. Stock is up 107% over the past year. The company posted earnings per share of US$6.27 last year.Price Target Changed • Oct 06Price target increased by 12% to US$160Up from US$143, the current price target is an average from 4 analysts. New target price is 6.9% above last closing price of US$150. Stock is up 106% over the past year. The company posted earnings per share of US$6.27 last year.お知らせ • Oct 03Adtalem Global Education Inc., Annual General Meeting, Nov 12, 2025Adtalem Global Education Inc., Annual General Meeting, Nov 12, 2025.お知らせ • Oct 02Adtalem Global Education Inc. to Report Q1, 2026 Results on Oct 30, 2025Adtalem Global Education Inc. announced that they will report Q1, 2026 results After-Market on Oct 30, 2025分析記事 • Sep 27With EPS Growth And More, Adtalem Global Education (NYSE:ATGE) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Recent Insider Transactions Derivative • Aug 29Director notifies of intention to sell stockLisa Wardell intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of August. If the sale is conducted around the recent share price of US$132, it would amount to US$3.4m. Since September 2024, Lisa's direct individual holding has decreased from 94.42k shares to 80.63k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Aug 26Director recently sold US$1.7m worth of stockOn the 21st of August, Lisa Wardell sold around 13k shares on-market at roughly US$133 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.5m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Aug 22Director notifies of intention to sell stockLisa Wardell intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of August. If the sale is conducted around the recent share price of US$133, it would amount to US$1.7m. Since September 2024, Lisa's direct individual holding has decreased from 94.42k shares to 93.53k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Aug 09Full year 2025 earnings released: EPS: US$6.27 (vs US$3.49 in FY 2024)Full year 2025 results: EPS: US$6.27 (up from US$3.49 in FY 2024). Revenue: US$1.79b (up 13% from FY 2024). Net income: US$232.7m (up 69% from FY 2024). Profit margin: 13% (up from 8.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 08Adtalem Global Education Inc. Provides Earnings Guidance for the Year 2026Adtalem Global Education Inc. provided earnings guidance for the year 2026. For the year, the company expects revenue of $1,900 million to $1,940 million, approximately 6.0% to 8.5% growth year-over-year.分析記事 • Aug 07Adtalem Global Education (NYSE:ATGE) Has A Pretty Healthy Balance SheetNYSE:ATGE 1 Year Share Price vs Fair Value Explore Adtalem Global Education's Fair Values from the Community and select...お知らせ • Jul 07Adtalem Global Education Inc. to Report Q4, 2025 Results on Aug 07, 2025Adtalem Global Education Inc. announced that they will report Q4, 2025 results After-Market on Aug 07, 2025分析記事 • Jul 07An Intrinsic Calculation For Adtalem Global Education Inc. (NYSE:ATGE) Suggests It's 44% UndervaluedKey Insights Adtalem Global Education's estimated fair value is US$221 based on 2 Stage Free Cash Flow to Equity...お知らせ • Jun 30+ 5 more updatesAdtalem Global Education Inc.(NYSE:ATGE) dropped from Russell 3000 Value IndexAdtalem Global Education Inc.(NYSE:ATGE) dropped from Russell 3000 Value Index分析記事 • May 13There's Reason For Concern Over Adtalem Global Education Inc.'s (NYSE:ATGE) Massive 27% Price JumpAdtalem Global Education Inc. ( NYSE:ATGE ) shareholders have had their patience rewarded with a 27% share price jump...お知らせ • May 13Adtalem Global Education Inc. Names Megan Noel Its New Chief Corporate Affairs Officer, Effective May 12, 2025Adtalem Global Education has appointed Megan Noel as its Chief Corporate Affairs Officer, effective May 12, 2025. Noel will lead Adtalem's corporate affairs function, overseeing communications, investor relations, government relations, impact and alumni engagement, ensuring the company’s stakeholder engagement strategy supports its growth strategy. She will be responsible for driving strategic outcomes across Adtalem's portfolio of institutions while engaging a broad range of stakeholders, including its nearly 10,000 employees, 94,000 students, and 350,000 alumni. Noel will also join Adtalem’s senior leadership team and report directly to Chairman and CEO Steve Beard. Noel is a recognized senior corporate affairs leader. She joins Adtalem from Golin, where she served as the global president of corporate affairs and a member of the agency’s executive leadership team. Previously, she led communications and corporate affairs for PwC US and Mexico, where she led all aspects of the firm’s media relations, executive positioning, crisis, issues & public affairs, internal communications and change management. She also launched the firm’s first AI positioning and advised on brand, communications, public affairs, and reputational risk strategies across the PwC Network. Prior to PwC, she spent nearly nine years at Edelman working with a range of clients on corporate affairs, purpose and crisis communications strategies. Noel was named a Top Woman in PR by PR News and a PR Week 40 under 40 recipient. She is a member of the Arthur W. Page Society and earned a Bachelor of Science in Business Administration from Georgetown University.Reported Earnings • May 09Third quarter 2025 earnings released: EPS: US$1.64 (vs US$0.97 in 3Q 2024)Third quarter 2025 results: EPS: US$1.64 (up from US$0.97 in 3Q 2024). Revenue: US$466.1m (up 13% from 3Q 2024). Net income: US$60.8m (up 62% from 3Q 2024). Profit margin: 13% (up from 9.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth.お知らせ • May 08Adtalem Global Education Inc. (NYSE:ATGE) announces an Equity Buyback for $150 million worth of its shares.Adtalem Global Education Inc. (NYSE:ATGE) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its outstanding common stock. The repurchases will be funded through available cash balances, ongoing business operating cash generation. The program is valid till May 6, 2028.分析記事 • May 07If EPS Growth Is Important To You, Adtalem Global Education (NYSE:ATGE) Presents An OpportunityFor 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 • Apr 24Is Adtalem Global Education (NYSE:ATGE) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Apr 03Adtalem Global Education Inc. to Report Q3, 2025 Results on May 08, 2025Adtalem Global Education Inc. announced that they will report Q3, 2025 results After-Market on May 08, 2025分析記事 • Mar 25Adtalem Global Education Inc. (NYSE:ATGE) Shares Could Be 48% Below Their Intrinsic Value EstimateKey Insights Adtalem Global Education's estimated fair value is US$198 based on 2 Stage Free Cash Flow to Equity...分析記事 • Mar 11Subdued Growth No Barrier To Adtalem Global Education Inc.'s (NYSE:ATGE) PriceWith a median price-to-earnings (or "P/E") ratio of close to 17x in the United States, you could be forgiven for...分析記事 • Feb 24Is There Now An Opportunity In Adtalem Global Education Inc. (NYSE:ATGE)?Adtalem Global Education Inc. ( NYSE:ATGE ), is not the largest company out there, but it saw a decent share price...Seeking Alpha • Feb 21Adtalem Global Education: Surging On Registered Nurse ShortageSummary Adtalem Global Education Inc.'s financial performance has surged with an underlying nationwide shortage of Registered Nurses and in mental health professionals. A shortage is expected to persist — Adtalem still looks to benefit from secular trends in an aging population, while the long-term performance depends on universities' ability to expand capacity. ATGE stock's surge already reflects a good mid-term earnings performance, making long-term growth required for significant returns. I estimate a fair value of $109.5. Read the full article on Seeking AlphaRecent Insider Transactions • Feb 19Independent Director recently sold US$497k worth of stockOn the 14th of February, Donna Hrinak sold around 5k shares on-market at roughly US$103 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$509k. Insiders have been net sellers, collectively disposing of US$7.3m more than they bought in the last 12 months.Recent Insider Transactions • Feb 09President of Walden University recently sold US$380k worth of stockOn the 6th of February, Michael Betz sold around 4k shares on-market at roughly US$109 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.3m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Feb 07President of Walden University notifies of intention to sell stockMichael Betz intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of February. If the sale is conducted around the recent share price of US$109, it would amount to US$380k. Since June 2024, Michael's direct individual holding has increased from 9.07k shares to 11.31k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Jan 31Second quarter 2025 earnings released: EPS: US$1.90 (vs US$0.95 in 2Q 2024)Second quarter 2025 results: EPS: US$1.90 (up from US$0.95 in 2Q 2024). Revenue: US$447.7m (up 14% from 2Q 2024). Net income: US$71.2m (up 89% from 2Q 2024). Profit margin: 16% (up from 9.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 31Adtalem Global Education Inc. Raises Earnings Guidance for the Fiscal Year 2025Adtalem Global Education Inc. raised earnings guidance for the fiscal year 2025. For the year, the company expects the revenue in the range of $1,730 million to $1,760 million, approximately 9.0% to 11.0% growth year-over-year.分析記事 • Jan 21With EPS Growth And More, Adtalem Global Education (NYSE:ATGE) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Price Target Changed • Jan 13Price target increased by 8.4% to US$110Up from US$101, the current price target is an average from 2 analysts. New target price is 16% above last closing price of US$94.30. Stock is up 61% over the past year. The company posted earnings per share of US$3.49 last year.Price Target Changed • Jan 10Price target increased by 9.5% to US$104Up from US$95.00, the current price target is an average from 2 analysts. New target price is 13% above last closing price of US$91.66. Stock is up 56% over the past year. The company posted earnings per share of US$3.49 last year.お知らせ • Jan 02Adtalem Global Education Inc. to Report Q2, 2025 Results on Jan 30, 2025Adtalem Global Education Inc. announced that they will report Q2, 2025 results After-Market on Jan 30, 2025分析記事 • Dec 19These 4 Measures Indicate That Adtalem Global Education (NYSE:ATGE) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Dec 17Price target increased by 10% to US$101Up from US$91.50, the current price target is an average from 2 analysts. New target price is 12% above last closing price of US$90.24. Stock is up 51% over the past year. The company posted earnings per share of US$3.49 last year.Seeking Alpha • Dec 17Adtalem Global Education Still Offers Competitive PEG Ratio And Substantial Share BuybacksSummary The company has shown significant financial progress with improving EBIT and profit margins, indicating efficient cost management. Current valuation metrics suggest the company is rather cheaply priced, despite the good run in 2024. The future outlook remains positive, but investors should be aware of potential risks, such as the debt or future competitive threats from robotics. Read the full article on Seeking AlphaPrice Target Changed • Dec 05Price target increased by 9.2% to US$95.00Up from US$87.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$91.69. Stock is up 54% over the past year. The company posted earnings per share of US$3.49 last year.Recent Insider Transactions • Dec 03Independent Director recently sold US$362k worth of stockOn the 29th of November, William Burke sold around 4k shares on-market at roughly US$90.39 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$576k. Insiders have been net sellers, collectively disposing of US$6.2m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Dec 01Independent Director notifies of intention to sell stockWilliam Burke intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of November. If the sale is conducted around the recent share price of US$90.75, it would amount to US$363k. Since September 2024, William's direct individual holding has increased from 12.32k shares to 14.10k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Nov 26Adtalem Global Education Inc.'s (NYSE:ATGE) Shares Climb 27% But Its Business Is Yet to Catch UpAdtalem Global Education Inc. ( NYSE:ATGE ) shareholders would be excited to see that the share price has had a great...お知らせ • Nov 20Adtalem Global Education Inc. Announces Board ChangesAdtalem Global Education Inc. announced Steve Beard, president and chief executive officer, was unanimously elected by the Company’s board of directors to the additional position of board chairman, effective immediately. Beard succeeds Michael W. Malafronte, who transitioned from chairman to lead independent director and joined the academic quality committee. Beard was appointed as the Company’s president and chief executive officer and a board director in September 2021. With the acquisition of Walden University in August 2021 and integrating its five like-kind institutions, he has been integral in transforming Adtalem into the leading healthcare educator in the U.S. Under Beard’s leadership and vision, Adtalem is expanding its societal impact, providing inclusive access to post-secondary education, addressing critical healthcare labor shortages, and advancing health equity and diversity through its Growth with Purpose strategy.New Risk • Nov 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$5.5m sold).分析記事 • Oct 31Should You Think About Buying Adtalem Global Education Inc. (NYSE:ATGE) Now?Adtalem Global Education Inc. ( NYSE:ATGE ), is not the largest company out there, but it led the NYSE gainers with a...Reported Earnings • Oct 30First quarter 2025 earnings released: EPS: US$1.23 (vs US$0.29 in 1Q 2024)First quarter 2025 results: EPS: US$1.23 (up from US$0.29 in 1Q 2024). Revenue: US$417.4m (up 13% from 1Q 2024). Net income: US$46.2m (up 287% from 1Q 2024). Profit margin: 11% (up from 3.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 30Adtalem Global Education Inc. Raises Earnings Guidance for the Fiscal Year 2025Adtalem Global Education Inc. raised earnings guidance for the fiscal year 2025. For the year, the revenue in the range of $1,690 million to $1,730 million, approximately 6.5% to 9.0% growth year-over-year.お知らせ • Oct 18+ 1 more updateAdtalem Global Education Inc., Annual General Meeting, Nov 13, 2024Adtalem Global Education Inc., Annual General Meeting, Nov 13, 2024.分析記事 • Oct 16Should You Be Adding Adtalem Global Education (NYSE:ATGE) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Seeking Alpha • Oct 04Adtalem Global Education Faces Problems But Is Growing SteadilySummary Adtalem Global Education focuses on medical and veterinary education, showing solid profitability and potential growth in a booming healthcare industry. Despite a current ratio below 1.0, ATGE maintains a reasonable price/book ratio and generates significant operating cash flow, indicating financial stability. Risks include reliance on government financial aid, maintaining accreditation, and ensuring student placements in healthcare jobs, which are crucial for sustaining reputation and revenue. With projected revenue growth and a forward P/E ratio of 13.12, Adtalem Global is a cautious buy, offering portfolio diversity in a growing sector. Read the full article on Seeking Alphaお知らせ • Oct 01Adtalem Global Education Inc. to Report Q1, 2025 Results on Oct 29, 2024Adtalem Global Education Inc. announced that they will report Q1, 2025 results After-Market on Oct 29, 2024分析記事 • Sep 16Adtalem Global Education (NYSE:ATGE) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Recent Insider Transactions • Sep 15Senior VP & Chief Marketing Officer recently sold US$576k worth of stockOn the 11th of September, Maurice Herrera sold around 8k shares on-market at roughly US$70.54 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.8m. Insiders have been net sellers, collectively disposing of US$7.4m more than they bought in the last 12 months.お知らせ • Sep 05Adtalem Global Education Inc. Appoints Sara Hill as Chief Human Resources Officer, Effective September 9, 2024Adtalem Global Education has appointed Sara Hill as Chief Human Resources Officer, effective September 9, 2024. Hill joins Adtalem from Intricon, where she spent the last four years serving as the Chief Human Resources Officer. Intricon is a private equity owned contract development manufacturer of micromedical technologies. During her time at Intricon, she played a key role in developing organizational growth and development strategies that support company culture, brand evolution and business transformation initiatives. With more than 25 years of career experience in human resources, Hill brings with her a mission-driven mindset and an eye for innovative strategies that will support Adtalem’s business objectives and enhance the employee experience. Throughout her career, Hill has worked at notable global companies including Intricon, Ceridian, U.S. Bancorp, Fidelity Investments, The HayGroup (Korn Ferry), and the Minnesota Orchestral Association. Her vast experience includes many roles related to organizational change and design, compensation structure implementation and general HR duties and initiatives. Hill earned her Bachelor of Arts in Communications at the University of Pennsylvania and her Master of Business Administration with Human Resources and Marketing concentrations at Vanderbilt University. At Adtalem, Hill will be responsible for leading the human resources function and ensuring that the colleague relations agenda supports the company’s business objectives and people. Her role will serve as a strategic business partner to Adtalem’s president and CEO, Steve Beard, the broader leadership team, and the board of the directors, as the company continues to evolve its strategy to support accelerated growth and sustainability. She’ll be responsible for maintaining and executing human resources related strategies and will play an instrumental role in leading enterprise-wide strategic change.Recent Insider Transactions Derivative • Aug 29Director notifies of intention to sell stockLisa Wardell intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of August. If the sale is conducted around the recent share price of US$75.60, it would amount to US$1.9m. Since September 2023, Lisa's direct individual holding has decreased from 154.23k shares to 56.09k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Aug 29Adtalem Global Education Inc.'s (NYSE:ATGE) Price In Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 20.7x Adtalem Global Education Inc. ( NYSE:ATGE ) may be sending bearish...New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$4.8m sold).分析記事 • Aug 14We Think Adtalem Global Education's (NYSE:ATGE) Robust Earnings Are ConservativeEven though Adtalem Global Education Inc.'s ( NYSE:ATGE ) recent earnings release was robust, the market didn't seem to...Recent Insider Transactions • Aug 12Director recently sold US$4.8m worth of stockOn the 8th of August, Lisa Wardell sold around 67k shares on-market at roughly US$71.51 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.9m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Aug 11Director notifies of intention to sell stockLisa Wardell intends to sell 67k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of August. If the sale is conducted around the recent share price of US$74.71, it would amount to US$5.0m. Since September 2023, Lisa's direct individual holding has decreased from 154.23k shares to 123.42k. Company insiders have collectively sold US$9.2m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Aug 07Adtalem Global Education Inc. Provides Financial Guidance for the Full Year of 2025Adtalem Global Education Inc. provides financial guidance for the full year of 2025. For the period, the company expects revenue to be $1,660 million to $1,700 million, approximately 5% to 7.5% growth year-over-year.Reported Earnings • Aug 07Full year 2024 earnings released: EPS: US$3.49 (vs US$2.27 in FY 2023)Full year 2024 results: EPS: US$3.49 (up from US$2.27 in FY 2023). Revenue: US$1.58b (up 9.2% from FY 2023). Net income: US$137.7m (up 35% from FY 2023). Profit margin: 8.7% (up from 7.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 28Should You Think About Buying Adtalem Global Education Inc. (NYSE:ATGE) Now?While Adtalem Global Education Inc. ( NYSE:ATGE ) might not have the largest market cap around , it led the NYSE...Seeking Alpha • Jul 27Adtalem Global Education: Still Undervalued After The Latest RallySummary Adtalem Global Education is set to report earnings on August 6th. The company specializes in healthcare education, with Chamberlain and Walden Universities under its wing, showing revenue growth post Walden acquisition. Financials show decent margins, but efficiency metrics trending down, with potential for top-line growth and margin expansion in the future. Read the full article on Seeking AlphaPrice Target Changed • Jul 25Price target increased by 15% to US$78.67Up from US$68.33, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$77.01. Stock is up 80% over the past year. The company posted earnings per share of US$2.27 last year.Buy Or Sell Opportunity • Jul 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 69% to US$78.03. The fair value is estimated to be US$64.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 6.4% in a year. Earnings are forecast to grow by 68% in the next year.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$77.25, the stock trades at a trailing P/E ratio of 26.3x. Average forward P/E is 14x in the Consumer Services industry in the US. Total returns to shareholders of 114% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$65.13 per share.お知らせ • Jul 12Adtalem Global Education Inc. to Report Q4, 2024 Results on Aug 06, 2024Adtalem Global Education Inc. announced that they will report Q4, 2024 results After-Market on Aug 06, 2024分析記事 • Jul 12Does Adtalem Global Education (NYSE:ATGE) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Price Target Changed • Jul 08Price target increased by 11% to US$72.00Up from US$65.00, the current price target is an average from 3 analysts. New target price is 5.6% above last closing price of US$68.20. Stock is up 86% over the past year. The company posted earnings per share of US$2.27 last year.分析記事 • Jun 14Adtalem Global Education (NYSE:ATGE) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • May 19Adtalem Global Education: A Leading Healthcare Educator In A Growing IndustrySummary ATGE has demonstrated robust revenue growth and strong profit margins over the past three years. ATGE's 3Q24 earnings showed year-over-year revenue growth of 11.8%, driven by growth in enrollment and tuition rates. The healthcare industry is facing significant labour shortages, which are expected to impact hospitals growth targets and outlook. ATGE plays a crucial role in training and providing healthcare professionals. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$64.50, the stock trades at a trailing P/E ratio of 21.9x. Average forward P/E is 16x in the Consumer Services industry in the US. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$64.63 per share.New Risk • May 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • May 03Third quarter 2024 earnings released: EPS: US$0.97 (vs US$1.08 in 3Q 2023)Third quarter 2024 results: EPS: US$0.97 (down from US$1.08 in 3Q 2023). Revenue: US$412.7m (up 12% from 3Q 2023). Net income: US$37.4m (down 23% from 3Q 2023). Profit margin: 9.1% (down from 13% in 3Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.株主還元CVSAUS Consumer ServicesUS 市場7D-1.4%-1.2%2.5%1Y-4.2%-26.3%26.4%株主還元を見る業界別リターン: CVSA過去 1 年間で-26.3 % の収益を上げたUS Consumer Services業界を上回りました。リターン対市場: CVSAは、過去 1 年間で26.4 % のリターンを上げたUS市場を下回りました。価格変動Is CVSA's price volatile compared to industry and market?CVSA volatilityCVSA Average Weekly Movement6.0%Consumer Services Industry Average Movement7.4%Market Average Movement7.2%10% most volatile stocks in US Market16.5%10% least volatile stocks in US Market3.1%安定した株価: CVSA 、 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: CVSAの 週次ボラティリティ ( 6% ) 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19874,727Steve Beardwww.covista.comコビスタ・インクは子会社とともに、米国、バルバドス、セントキッツ島、セント・マーチン島でヘルスケア教育を提供している。3つのセグメントで事業を展開：チェンバレン、ウォルデン、メディカル＆ベテリナリー。同社は学士号、修士号、博士号などの学位プログラムおよび非学位プログラム、看護、保健専門職、医療、獣医学の中等教育、カウンセリング、ビジネス、情報技術、心理学、公衆衛生、ソーシャルワークおよび福祉サービス、行政および公共政策、刑事司法などのオンライン修了証プログラムを提供している。また、チェンバレン大学、ウォルデン大学、カリブ海アメリカン大学医学部、ロス大学医学部、ロス大学獣医学部も運営している。旧社名はアドタレム・グローバル・エデュケーション・インクで、2026年2月にコビスタ・インクに社名変更。コビスタ・インクは1987年に法人化され、イリノイ州シカゴに本社を置いている。もっと見るCovista Inc. 基礎のまとめCovista の収益と売上を時価総額と比較するとどうか。CVSA 基礎統計学時価総額US$4.26b収益（TTM）US$249.68m売上高(TTM)US$1.91b16.9xPER（株価収益率2.2xP/SレシオCVSA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CVSA 損益計算書（TTM）収益US$1.91b売上原価US$815.84m売上総利益US$1.09bその他の費用US$844.29m収益US$249.68m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）7.34グロス・マージン57.28%純利益率13.07%有利子負債／自己資本比率36.6%CVSA の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/26 18:24終値2026/05/26 00:00収益2026/03/31年間収益2025/06/30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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Covista Inc. 4 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。23 アナリスト機関Gary BisbeeBarclaysAlexander ParisBarrington Research Associates, Inc.Jeffrey SilberBMO Capital Markets Equity Research20 その他のアナリストを表示
New Risk • May 20New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$4.8m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
ライブニュース • May 20Covista Lifts Guidance After Earnings Beat and New Chamberlain Campus AnnouncementCovista reported Q1 2026 revenue growth of 4.5% year over year, with adjusted EPS of $1.98 that came in 14.9% above analyst estimates and an operating margin of 18.8%. Management raised full-year 2026 revenue guidance to $1.94b and lifted adjusted EPS guidance to $8.05, while free cash flow margin also improved in the quarter. Chamberlain University, a Covista institution, plans to open its 25th campus in Cincinnati in time for the Fall 2026 semester, targeting Ohio’s sizable healthcare workforce gap of nearly 50,000 open roles. The combination of earnings outperformance, higher full-year guidance and continued campus expansion indicates that management is leaning into demand for vocational and healthcare-focused education programs. Investors may want to watch how effectively Covista converts new campuses and AI-powered classroom initiatives into sustained enrollment and cash flow, as well as any execution risks tied to rapid physical expansion.
Reported Earnings • May 11Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: US$1.69. Revenue: US$487.0m (up 4.5% from 3Q 2025). Net income: US$58.0m (down 4.6% from 3Q 2025). Profit margin: 12% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US.
新しいナラティブ • Apr 22Health Care Workforce Shortages Will Pressure Capacity Expansion Yet Support Long Term PotentialCatalysts About Covista Covista is a health care education provider focused on training nurses, physicians, veterinarians and behavioral health professionals at scale. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Apr 08Health Care Workforce Shortages And Digital Learning Will Support This Bullish Long Term ThesisCatalysts About Covista Covista provides higher education programs focused on health care and related professional fields. What are the underlying business or industry changes driving this perspective?
お知らせ • Apr 07+ 1 more updateCovista Inc. to Report Q3, 2026 Results on May 07, 2026Covista Inc. announced that they will report Q3, 2026 results After-Market on May 07, 2026
New Risk • May 20New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$4.8m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
ライブニュース • May 20Covista Lifts Guidance After Earnings Beat and New Chamberlain Campus AnnouncementCovista reported Q1 2026 revenue growth of 4.5% year over year, with adjusted EPS of $1.98 that came in 14.9% above analyst estimates and an operating margin of 18.8%. Management raised full-year 2026 revenue guidance to $1.94b and lifted adjusted EPS guidance to $8.05, while free cash flow margin also improved in the quarter. Chamberlain University, a Covista institution, plans to open its 25th campus in Cincinnati in time for the Fall 2026 semester, targeting Ohio’s sizable healthcare workforce gap of nearly 50,000 open roles. The combination of earnings outperformance, higher full-year guidance and continued campus expansion indicates that management is leaning into demand for vocational and healthcare-focused education programs. Investors may want to watch how effectively Covista converts new campuses and AI-powered classroom initiatives into sustained enrollment and cash flow, as well as any execution risks tied to rapid physical expansion.
Reported Earnings • May 11Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: US$1.69. Revenue: US$487.0m (up 4.5% from 3Q 2025). Net income: US$58.0m (down 4.6% from 3Q 2025). Profit margin: 12% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US.
新しいナラティブ • Apr 22Health Care Workforce Shortages Will Pressure Capacity Expansion Yet Support Long Term PotentialCatalysts About Covista Covista is a health care education provider focused on training nurses, physicians, veterinarians and behavioral health professionals at scale. What are the underlying business or industry changes driving this perspective?
新しいナラティブ • Apr 08Health Care Workforce Shortages And Digital Learning Will Support This Bullish Long Term ThesisCatalysts About Covista Covista provides higher education programs focused on health care and related professional fields. What are the underlying business or industry changes driving this perspective?
お知らせ • Apr 07+ 1 more updateCovista Inc. to Report Q3, 2026 Results on May 07, 2026Covista Inc. announced that they will report Q3, 2026 results After-Market on May 07, 2026
新しいナラティブ • Mar 24Health Care Workforce Shortages And Flexible Learning Will Support Stronger Long Term OutcomesCatalysts About Covista Covista focuses on large scale health care education programs serving nursing, medical, veterinary and allied health students across the United States. What are the underlying business or industry changes driving this perspective?
Recent Insider Transactions • Mar 13Lead Independent Director recently bought US$3.6m worth of stockOn the 11th of March, Michael Malafronte bought around 36k shares on-market at roughly US$101 per share. This transaction amounted to 35% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$4.3m more in shares than they bought in the last 12 months.
Seeking Alpha • Mar 13Covista: A Mispriced Bet On The Healthcare Worker ShortageSummary Covista is trading significantly below its intrinsic value despite short-term headwinds at Chamberlain University. All segments are growing revenue; Walden University’s 27% revenue and 13% enrollment growth offset Chamberlain’s 1% enrollment decline. Key risks include heavy reliance on Title IV funding and regulatory changes, though long-term healthcare demand and AI-driven career shifts support growth and limit risk. Read the full article on Seeking Alpha
Price Target Changed • Feb 25Price target increased by 9.0% to US$173Up from US$158, the current price target is an average from 2 analysts. New target price is 73% above last closing price of US$99.59. Stock is up 1.6% over the past year. The company posted earnings per share of US$6.27 last year.
お知らせ • Feb 24Covista Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026; Provides Earnings Guidance for Fiscal Year 2027, 2028 and 2029Covista Inc. reaffirmed earnings guidance for the fiscal year 2026; provided earnings guidance for fiscal year 2027, 2028 and 2029. For 2026, the revenue guidance is in the range of $1,900 million to $1,940 million, or approximately 6% to 8.5% growth year-over-year. For 2027, the revenue guidance is 6% to 8%. For 2028, the revenue guidance is 7% to 10%. For 2029, the revenue guidance is 8% to 11%.
Reported Earnings • Jan 29Second quarter 2026 earnings released: EPS: US$2.13 (vs US$1.90 in 2Q 2025)Second quarter 2026 results: EPS: US$2.13 (up from US$1.90 in 2Q 2025). Revenue: US$503.4m (up 12% from 2Q 2025). Net income: US$76.1m (up 6.9% from 2Q 2025). Profit margin: 15% (in line with 2Q 2025). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 29Adtalem Global Education Inc. Reiterates Earnings Guidance for the Fiscal Year 2026Adtalem Global Education Inc. reiterated earnings guidance for the fiscal year 2026. The company maintained its revenue guidance for fiscal year 2026, with revenue in the range of $1,900 million to $1,940 million, approximately 6% to 8.5% growth year-over-year.
お知らせ • Jan 05Adtalem Global Education Inc. to Report Q2, 2026 Results on Jan 28, 2026Adtalem Global Education Inc. announced that they will report Q2, 2026 results After-Market on Jan 28, 2026
お知らせ • Dec 16Adtalem Global Education Inc. (NYSE:ATGE) announces an Equity Buyback for $750 million worth of its shares.Adtalem Global Education Inc. (NYSE:ATGE) announces a share repurchase program. Under the program, the company will repurchase up to $750 million worth of its outstanding common stock. The program is valid till December 15, 2028.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 31%After last week's 31% share price decline to US$97.49, the stock trades at a trailing P/E ratio of 14.3x. Average forward P/E is 14x in the Consumer Services industry in the US. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$179 per share.
Reported Earnings • Oct 31First quarter 2026 earnings released: EPS: US$1.69 (vs US$1.23 in 1Q 2025)First quarter 2026 results: EPS: US$1.69 (up from US$1.23 in 1Q 2025). Revenue: US$462.3m (up 11% from 1Q 2025). Net income: US$61.1m (up 32% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 31Adtalem Global Education Inc. Maintains Earnings Guidance for the Fiscal Year 2026Adtalem Global Education Inc. maintained earnings guidance for the fiscal year 2026. For the year, the company maintains guidance for fiscal year 2026, with revenue in the range of $1,900 million to $1,940 million, approximately 6.0% to 8.5% growth year-over-year.
Price Target Changed • Oct 18Price target increased by 7.0% to US$172Up from US$160, the current price target is an average from 4 analysts. New target price is 13% above last closing price of US$151. Stock is up 107% over the past year. The company posted earnings per share of US$6.27 last year.
Price Target Changed • Oct 06Price target increased by 12% to US$160Up from US$143, the current price target is an average from 4 analysts. New target price is 6.9% above last closing price of US$150. Stock is up 106% over the past year. The company posted earnings per share of US$6.27 last year.
お知らせ • Oct 03Adtalem Global Education Inc., Annual General Meeting, Nov 12, 2025Adtalem Global Education Inc., Annual General Meeting, Nov 12, 2025.
お知らせ • Oct 02Adtalem Global Education Inc. to Report Q1, 2026 Results on Oct 30, 2025Adtalem Global Education Inc. announced that they will report Q1, 2026 results After-Market on Oct 30, 2025
分析記事 • Sep 27With EPS Growth And More, Adtalem Global Education (NYSE:ATGE) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Recent Insider Transactions Derivative • Aug 29Director notifies of intention to sell stockLisa Wardell intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of August. If the sale is conducted around the recent share price of US$132, it would amount to US$3.4m. Since September 2024, Lisa's direct individual holding has decreased from 94.42k shares to 80.63k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Aug 26Director recently sold US$1.7m worth of stockOn the 21st of August, Lisa Wardell sold around 13k shares on-market at roughly US$133 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.5m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Aug 22Director notifies of intention to sell stockLisa Wardell intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of August. If the sale is conducted around the recent share price of US$133, it would amount to US$1.7m. Since September 2024, Lisa's direct individual holding has decreased from 94.42k shares to 93.53k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Aug 09Full year 2025 earnings released: EPS: US$6.27 (vs US$3.49 in FY 2024)Full year 2025 results: EPS: US$6.27 (up from US$3.49 in FY 2024). Revenue: US$1.79b (up 13% from FY 2024). Net income: US$232.7m (up 69% from FY 2024). Profit margin: 13% (up from 8.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 9.2% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 08Adtalem Global Education Inc. Provides Earnings Guidance for the Year 2026Adtalem Global Education Inc. provided earnings guidance for the year 2026. For the year, the company expects revenue of $1,900 million to $1,940 million, approximately 6.0% to 8.5% growth year-over-year.
分析記事 • Aug 07Adtalem Global Education (NYSE:ATGE) Has A Pretty Healthy Balance SheetNYSE:ATGE 1 Year Share Price vs Fair Value Explore Adtalem Global Education's Fair Values from the Community and select...
お知らせ • Jul 07Adtalem Global Education Inc. to Report Q4, 2025 Results on Aug 07, 2025Adtalem Global Education Inc. announced that they will report Q4, 2025 results After-Market on Aug 07, 2025
分析記事 • Jul 07An Intrinsic Calculation For Adtalem Global Education Inc. (NYSE:ATGE) Suggests It's 44% UndervaluedKey Insights Adtalem Global Education's estimated fair value is US$221 based on 2 Stage Free Cash Flow to Equity...
お知らせ • Jun 30+ 5 more updatesAdtalem Global Education Inc.(NYSE:ATGE) dropped from Russell 3000 Value IndexAdtalem Global Education Inc.(NYSE:ATGE) dropped from Russell 3000 Value Index
分析記事 • May 13There's Reason For Concern Over Adtalem Global Education Inc.'s (NYSE:ATGE) Massive 27% Price JumpAdtalem Global Education Inc. ( NYSE:ATGE ) shareholders have had their patience rewarded with a 27% share price jump...
お知らせ • May 13Adtalem Global Education Inc. Names Megan Noel Its New Chief Corporate Affairs Officer, Effective May 12, 2025Adtalem Global Education has appointed Megan Noel as its Chief Corporate Affairs Officer, effective May 12, 2025. Noel will lead Adtalem's corporate affairs function, overseeing communications, investor relations, government relations, impact and alumni engagement, ensuring the company’s stakeholder engagement strategy supports its growth strategy. She will be responsible for driving strategic outcomes across Adtalem's portfolio of institutions while engaging a broad range of stakeholders, including its nearly 10,000 employees, 94,000 students, and 350,000 alumni. Noel will also join Adtalem’s senior leadership team and report directly to Chairman and CEO Steve Beard. Noel is a recognized senior corporate affairs leader. She joins Adtalem from Golin, where she served as the global president of corporate affairs and a member of the agency’s executive leadership team. Previously, she led communications and corporate affairs for PwC US and Mexico, where she led all aspects of the firm’s media relations, executive positioning, crisis, issues & public affairs, internal communications and change management. She also launched the firm’s first AI positioning and advised on brand, communications, public affairs, and reputational risk strategies across the PwC Network. Prior to PwC, she spent nearly nine years at Edelman working with a range of clients on corporate affairs, purpose and crisis communications strategies. Noel was named a Top Woman in PR by PR News and a PR Week 40 under 40 recipient. She is a member of the Arthur W. Page Society and earned a Bachelor of Science in Business Administration from Georgetown University.
Reported Earnings • May 09Third quarter 2025 earnings released: EPS: US$1.64 (vs US$0.97 in 3Q 2024)Third quarter 2025 results: EPS: US$1.64 (up from US$0.97 in 3Q 2024). Revenue: US$466.1m (up 13% from 3Q 2024). Net income: US$60.8m (up 62% from 3Q 2024). Profit margin: 13% (up from 9.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 65% per year, which means it is significantly lagging earnings growth.
お知らせ • May 08Adtalem Global Education Inc. (NYSE:ATGE) announces an Equity Buyback for $150 million worth of its shares.Adtalem Global Education Inc. (NYSE:ATGE) announces a share repurchase program. Under the program, the company will repurchase up to $150 million worth of its outstanding common stock. The repurchases will be funded through available cash balances, ongoing business operating cash generation. The program is valid till May 6, 2028.
分析記事 • May 07If EPS Growth Is Important To You, Adtalem Global Education (NYSE:ATGE) Presents An OpportunityFor 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 • Apr 24Is Adtalem Global Education (NYSE:ATGE) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Apr 03Adtalem Global Education Inc. to Report Q3, 2025 Results on May 08, 2025Adtalem Global Education Inc. announced that they will report Q3, 2025 results After-Market on May 08, 2025
分析記事 • Mar 25Adtalem Global Education Inc. (NYSE:ATGE) Shares Could Be 48% Below Their Intrinsic Value EstimateKey Insights Adtalem Global Education's estimated fair value is US$198 based on 2 Stage Free Cash Flow to Equity...
分析記事 • Mar 11Subdued Growth No Barrier To Adtalem Global Education Inc.'s (NYSE:ATGE) PriceWith a median price-to-earnings (or "P/E") ratio of close to 17x in the United States, you could be forgiven for...
分析記事 • Feb 24Is There Now An Opportunity In Adtalem Global Education Inc. (NYSE:ATGE)?Adtalem Global Education Inc. ( NYSE:ATGE ), is not the largest company out there, but it saw a decent share price...
Seeking Alpha • Feb 21Adtalem Global Education: Surging On Registered Nurse ShortageSummary Adtalem Global Education Inc.'s financial performance has surged with an underlying nationwide shortage of Registered Nurses and in mental health professionals. A shortage is expected to persist — Adtalem still looks to benefit from secular trends in an aging population, while the long-term performance depends on universities' ability to expand capacity. ATGE stock's surge already reflects a good mid-term earnings performance, making long-term growth required for significant returns. I estimate a fair value of $109.5. Read the full article on Seeking Alpha
Recent Insider Transactions • Feb 19Independent Director recently sold US$497k worth of stockOn the 14th of February, Donna Hrinak sold around 5k shares on-market at roughly US$103 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$509k. Insiders have been net sellers, collectively disposing of US$7.3m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 09President of Walden University recently sold US$380k worth of stockOn the 6th of February, Michael Betz sold around 4k shares on-market at roughly US$109 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.3m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Feb 07President of Walden University notifies of intention to sell stockMichael Betz intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of February. If the sale is conducted around the recent share price of US$109, it would amount to US$380k. Since June 2024, Michael's direct individual holding has increased from 9.07k shares to 11.31k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Jan 31Second quarter 2025 earnings released: EPS: US$1.90 (vs US$0.95 in 2Q 2024)Second quarter 2025 results: EPS: US$1.90 (up from US$0.95 in 2Q 2024). Revenue: US$447.7m (up 14% from 2Q 2024). Net income: US$71.2m (up 89% from 2Q 2024). Profit margin: 16% (up from 9.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 31Adtalem Global Education Inc. Raises Earnings Guidance for the Fiscal Year 2025Adtalem Global Education Inc. raised earnings guidance for the fiscal year 2025. For the year, the company expects the revenue in the range of $1,730 million to $1,760 million, approximately 9.0% to 11.0% growth year-over-year.
分析記事 • Jan 21With EPS Growth And More, Adtalem Global Education (NYSE:ATGE) Makes An Interesting CaseFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Price Target Changed • Jan 13Price target increased by 8.4% to US$110Up from US$101, the current price target is an average from 2 analysts. New target price is 16% above last closing price of US$94.30. Stock is up 61% over the past year. The company posted earnings per share of US$3.49 last year.
Price Target Changed • Jan 10Price target increased by 9.5% to US$104Up from US$95.00, the current price target is an average from 2 analysts. New target price is 13% above last closing price of US$91.66. Stock is up 56% over the past year. The company posted earnings per share of US$3.49 last year.
お知らせ • Jan 02Adtalem Global Education Inc. to Report Q2, 2025 Results on Jan 30, 2025Adtalem Global Education Inc. announced that they will report Q2, 2025 results After-Market on Jan 30, 2025
分析記事 • Dec 19These 4 Measures Indicate That Adtalem Global Education (NYSE:ATGE) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Dec 17Price target increased by 10% to US$101Up from US$91.50, the current price target is an average from 2 analysts. New target price is 12% above last closing price of US$90.24. Stock is up 51% over the past year. The company posted earnings per share of US$3.49 last year.
Seeking Alpha • Dec 17Adtalem Global Education Still Offers Competitive PEG Ratio And Substantial Share BuybacksSummary The company has shown significant financial progress with improving EBIT and profit margins, indicating efficient cost management. Current valuation metrics suggest the company is rather cheaply priced, despite the good run in 2024. The future outlook remains positive, but investors should be aware of potential risks, such as the debt or future competitive threats from robotics. Read the full article on Seeking Alpha
Price Target Changed • Dec 05Price target increased by 9.2% to US$95.00Up from US$87.00, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$91.69. Stock is up 54% over the past year. The company posted earnings per share of US$3.49 last year.
Recent Insider Transactions • Dec 03Independent Director recently sold US$362k worth of stockOn the 29th of November, William Burke sold around 4k shares on-market at roughly US$90.39 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$576k. Insiders have been net sellers, collectively disposing of US$6.2m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Dec 01Independent Director notifies of intention to sell stockWilliam Burke intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of November. If the sale is conducted around the recent share price of US$90.75, it would amount to US$363k. Since September 2024, William's direct individual holding has increased from 12.32k shares to 14.10k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Nov 26Adtalem Global Education Inc.'s (NYSE:ATGE) Shares Climb 27% But Its Business Is Yet to Catch UpAdtalem Global Education Inc. ( NYSE:ATGE ) shareholders would be excited to see that the share price has had a great...
お知らせ • Nov 20Adtalem Global Education Inc. Announces Board ChangesAdtalem Global Education Inc. announced Steve Beard, president and chief executive officer, was unanimously elected by the Company’s board of directors to the additional position of board chairman, effective immediately. Beard succeeds Michael W. Malafronte, who transitioned from chairman to lead independent director and joined the academic quality committee. Beard was appointed as the Company’s president and chief executive officer and a board director in September 2021. With the acquisition of Walden University in August 2021 and integrating its five like-kind institutions, he has been integral in transforming Adtalem into the leading healthcare educator in the U.S. Under Beard’s leadership and vision, Adtalem is expanding its societal impact, providing inclusive access to post-secondary education, addressing critical healthcare labor shortages, and advancing health equity and diversity through its Growth with Purpose strategy.
New Risk • Nov 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$5.5m sold).
分析記事 • Oct 31Should You Think About Buying Adtalem Global Education Inc. (NYSE:ATGE) Now?Adtalem Global Education Inc. ( NYSE:ATGE ), is not the largest company out there, but it led the NYSE gainers with a...
Reported Earnings • Oct 30First quarter 2025 earnings released: EPS: US$1.23 (vs US$0.29 in 1Q 2024)First quarter 2025 results: EPS: US$1.23 (up from US$0.29 in 1Q 2024). Revenue: US$417.4m (up 13% from 1Q 2024). Net income: US$46.2m (up 287% from 1Q 2024). Profit margin: 11% (up from 3.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 30Adtalem Global Education Inc. Raises Earnings Guidance for the Fiscal Year 2025Adtalem Global Education Inc. raised earnings guidance for the fiscal year 2025. For the year, the revenue in the range of $1,690 million to $1,730 million, approximately 6.5% to 9.0% growth year-over-year.
お知らせ • Oct 18+ 1 more updateAdtalem Global Education Inc., Annual General Meeting, Nov 13, 2024Adtalem Global Education Inc., Annual General Meeting, Nov 13, 2024.
分析記事 • Oct 16Should You Be Adding Adtalem Global Education (NYSE:ATGE) To Your Watchlist Today?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha • Oct 04Adtalem Global Education Faces Problems But Is Growing SteadilySummary Adtalem Global Education focuses on medical and veterinary education, showing solid profitability and potential growth in a booming healthcare industry. Despite a current ratio below 1.0, ATGE maintains a reasonable price/book ratio and generates significant operating cash flow, indicating financial stability. Risks include reliance on government financial aid, maintaining accreditation, and ensuring student placements in healthcare jobs, which are crucial for sustaining reputation and revenue. With projected revenue growth and a forward P/E ratio of 13.12, Adtalem Global is a cautious buy, offering portfolio diversity in a growing sector. Read the full article on Seeking Alpha
お知らせ • Oct 01Adtalem Global Education Inc. to Report Q1, 2025 Results on Oct 29, 2024Adtalem Global Education Inc. announced that they will report Q1, 2025 results After-Market on Oct 29, 2024
分析記事 • Sep 16Adtalem Global Education (NYSE:ATGE) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Recent Insider Transactions • Sep 15Senior VP & Chief Marketing Officer recently sold US$576k worth of stockOn the 11th of September, Maurice Herrera sold around 8k shares on-market at roughly US$70.54 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$4.8m. Insiders have been net sellers, collectively disposing of US$7.4m more than they bought in the last 12 months.
お知らせ • Sep 05Adtalem Global Education Inc. Appoints Sara Hill as Chief Human Resources Officer, Effective September 9, 2024Adtalem Global Education has appointed Sara Hill as Chief Human Resources Officer, effective September 9, 2024. Hill joins Adtalem from Intricon, where she spent the last four years serving as the Chief Human Resources Officer. Intricon is a private equity owned contract development manufacturer of micromedical technologies. During her time at Intricon, she played a key role in developing organizational growth and development strategies that support company culture, brand evolution and business transformation initiatives. With more than 25 years of career experience in human resources, Hill brings with her a mission-driven mindset and an eye for innovative strategies that will support Adtalem’s business objectives and enhance the employee experience. Throughout her career, Hill has worked at notable global companies including Intricon, Ceridian, U.S. Bancorp, Fidelity Investments, The HayGroup (Korn Ferry), and the Minnesota Orchestral Association. Her vast experience includes many roles related to organizational change and design, compensation structure implementation and general HR duties and initiatives. Hill earned her Bachelor of Arts in Communications at the University of Pennsylvania and her Master of Business Administration with Human Resources and Marketing concentrations at Vanderbilt University. At Adtalem, Hill will be responsible for leading the human resources function and ensuring that the colleague relations agenda supports the company’s business objectives and people. Her role will serve as a strategic business partner to Adtalem’s president and CEO, Steve Beard, the broader leadership team, and the board of the directors, as the company continues to evolve its strategy to support accelerated growth and sustainability. She’ll be responsible for maintaining and executing human resources related strategies and will play an instrumental role in leading enterprise-wide strategic change.
Recent Insider Transactions Derivative • Aug 29Director notifies of intention to sell stockLisa Wardell intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of August. If the sale is conducted around the recent share price of US$75.60, it would amount to US$1.9m. Since September 2023, Lisa's direct individual holding has decreased from 154.23k shares to 56.09k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Aug 29Adtalem Global Education Inc.'s (NYSE:ATGE) Price In Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 20.7x Adtalem Global Education Inc. ( NYSE:ATGE ) may be sending bearish...
New Risk • Aug 26New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 25% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$4.8m sold).
分析記事 • Aug 14We Think Adtalem Global Education's (NYSE:ATGE) Robust Earnings Are ConservativeEven though Adtalem Global Education Inc.'s ( NYSE:ATGE ) recent earnings release was robust, the market didn't seem to...
Recent Insider Transactions • Aug 12Director recently sold US$4.8m worth of stockOn the 8th of August, Lisa Wardell sold around 67k shares on-market at roughly US$71.51 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.9m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Aug 11Director notifies of intention to sell stockLisa Wardell intends to sell 67k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of August. If the sale is conducted around the recent share price of US$74.71, it would amount to US$5.0m. Since September 2023, Lisa's direct individual holding has decreased from 154.23k shares to 123.42k. Company insiders have collectively sold US$9.2m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Aug 07Adtalem Global Education Inc. Provides Financial Guidance for the Full Year of 2025Adtalem Global Education Inc. provides financial guidance for the full year of 2025. For the period, the company expects revenue to be $1,660 million to $1,700 million, approximately 5% to 7.5% growth year-over-year.
Reported Earnings • Aug 07Full year 2024 earnings released: EPS: US$3.49 (vs US$2.27 in FY 2023)Full year 2024 results: EPS: US$3.49 (up from US$2.27 in FY 2023). Revenue: US$1.58b (up 9.2% from FY 2023). Net income: US$137.7m (up 35% from FY 2023). Profit margin: 8.7% (up from 7.0% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 9.7% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 28Should You Think About Buying Adtalem Global Education Inc. (NYSE:ATGE) Now?While Adtalem Global Education Inc. ( NYSE:ATGE ) might not have the largest market cap around , it led the NYSE...
Seeking Alpha • Jul 27Adtalem Global Education: Still Undervalued After The Latest RallySummary Adtalem Global Education is set to report earnings on August 6th. The company specializes in healthcare education, with Chamberlain and Walden Universities under its wing, showing revenue growth post Walden acquisition. Financials show decent margins, but efficiency metrics trending down, with potential for top-line growth and margin expansion in the future. Read the full article on Seeking Alpha
Price Target Changed • Jul 25Price target increased by 15% to US$78.67Up from US$68.33, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of US$77.01. Stock is up 80% over the past year. The company posted earnings per share of US$2.27 last year.
Buy Or Sell Opportunity • Jul 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 69% to US$78.03. The fair value is estimated to be US$64.90, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 49%. Revenue is forecast to grow by 6.4% in a year. Earnings are forecast to grow by 68% in the next year.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$77.25, the stock trades at a trailing P/E ratio of 26.3x. Average forward P/E is 14x in the Consumer Services industry in the US. Total returns to shareholders of 114% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$65.13 per share.
お知らせ • Jul 12Adtalem Global Education Inc. to Report Q4, 2024 Results on Aug 06, 2024Adtalem Global Education Inc. announced that they will report Q4, 2024 results After-Market on Aug 06, 2024
分析記事 • Jul 12Does Adtalem Global Education (NYSE:ATGE) Deserve A Spot On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Price Target Changed • Jul 08Price target increased by 11% to US$72.00Up from US$65.00, the current price target is an average from 3 analysts. New target price is 5.6% above last closing price of US$68.20. Stock is up 86% over the past year. The company posted earnings per share of US$2.27 last year.
分析記事 • Jun 14Adtalem Global Education (NYSE:ATGE) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • May 19Adtalem Global Education: A Leading Healthcare Educator In A Growing IndustrySummary ATGE has demonstrated robust revenue growth and strong profit margins over the past three years. ATGE's 3Q24 earnings showed year-over-year revenue growth of 11.8%, driven by growth in enrollment and tuition rates. The healthcare industry is facing significant labour shortages, which are expected to impact hospitals growth targets and outlook. ATGE plays a crucial role in training and providing healthcare professionals. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$64.50, the stock trades at a trailing P/E ratio of 21.9x. Average forward P/E is 16x in the Consumer Services industry in the US. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$64.63 per share.
New Risk • May 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 20% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • May 03Third quarter 2024 earnings released: EPS: US$0.97 (vs US$1.08 in 3Q 2023)Third quarter 2024 results: EPS: US$0.97 (down from US$1.08 in 3Q 2023). Revenue: US$412.7m (up 12% from 3Q 2023). Net income: US$37.4m (down 23% from 3Q 2023). Profit margin: 9.1% (down from 13% in 3Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
