View Future GrowthCovista 과거 순이익 실적과거 기준 점검 2/6Covista은 연평균 42.9%의 비율로 수입이 증가해 온 반면, Consumer Services 산업은 수입이 25.1% 증가했습니다. 매출은 연평균 12.7%의 비율로 증가했습니다. Covista의 자기자본이익률은 18.3%이고 순이익률은 13.1%입니다.핵심 정보42.95%순이익 성장률48.47%주당순이익(EPS) 성장률Consumer Services 산업 성장률20.27%매출 성장률12.73%자기자본이익률18.30%순이익률13.07%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported 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.공시 • 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, 2026Reported 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.공시 • 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, 2026Reported 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.공시 • 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, 2025모든 업데이트 보기Recent 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.속보 • 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.새로운 내러티브 • 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?새로운 내러티브 • 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?공시 • 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, 2026새로운 내러티브 • 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.공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • Oct 03Adtalem Global Education Inc., Annual General Meeting, Nov 12, 2025Adtalem Global Education Inc., Annual General Meeting, Nov 12, 2025.공시 • 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, 2025분석 기사 • 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.공시 • 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.분석 기사 • 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...공시 • 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, 2025분석 기사 • 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...공시 • 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 Index분석 기사 • 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...공시 • 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.공시 • 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.분석 기사 • 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...분석 기사 • 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...공시 • 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, 2025분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.공시 • 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.분석 기사 • 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.공시 • 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, 2025분석 기사 • 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.분석 기사 • 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...공시 • 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).분석 기사 • 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.공시 • 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.공시 • Oct 18+ 1 more updateAdtalem Global Education Inc., Annual General Meeting, Nov 13, 2024Adtalem Global Education Inc., Annual General Meeting, Nov 13, 2024.분석 기사 • 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 Alpha공시 • 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, 2024분석 기사 • 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.공시 • 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.분석 기사 • 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).분석 기사 • 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.공시 • 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.분석 기사 • 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.공시 • 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, 2024분석 기사 • 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.분석 기사 • 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.매출 및 비용 세부 내역Covista가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NYSE:CVSA 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 261,910250723031 Dec 251,889254708030 Sep 251,833247688030 Jun 251,788233671031 Mar 251,741229645031 Dec 241,688204633030 Sep 241,633172626030 Jun 241,585138614031 Mar 241,539111603031 Dec 231,496122591030 Sep 231,465108577030 Jun 231,451102576031 Mar 231,44779572031 Dec 221,44235576030 Sep 221,44747590030 Jun 221,382-36566031 Mar 221,245-35502031 Dec 211,111-15428030 Sep 21977-26345030 Jun 2189963292031 Mar 21943139321031 Dec 20984269343030 Sep 201,016246368030 Jun 20866220280031 Mar 201,057208382031 Dec 191,04489377030 Sep 191,032130369030 Jun 191,014107359031 Mar 191,069169366031 Dec 181,121177373030 Sep 181,17584373030 Jun 1896068328031 Mar 181,12467337031 Dec 171,14661343030 Sep 171,172119355030 Jun 171,208120369031 Mar 171,46759478031 Dec 161,60975536030 Sep 161,73117593030 Jun 161,080125353031 Mar 161,84537924031 Dec 151,86126943030 Sep 151,889119959030 Jun 151,9101347080양질의 수익: CVSA는 고품질 수익을 보유하고 있습니다.이익 마진 증가: CVSA의 현재 순 이익률 (13.1%)은 지난해 (13.1%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: CVSA의 수익은 지난 5년 동안 연평균 42.9%로 크게 증가했습니다.성장 가속화: 지난 1년간 CVSA 의 수익 증가율(9.1%)은 5년 평균(연간 42.9%)보다 낮습니다.수익 대 산업: CVSA의 지난 1년 수익 증가율(9.1%)은 Consumer Services 업계 평균(11.7%)을 능가하지 못했습니다.자기자본이익률높은 ROE: CVSA의 자본 수익률(18.3%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YConsumer-services 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 16:08종가2026/05/26 00:00수익2026/03/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Covista Inc.는 23명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gary BisbeeBarclaysAlexander ParisBarrington Research Associates, Inc.Jeffrey SilberBMO Capital Markets Equity Research20명의 분석가 더 보기
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.
공시 • 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
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.
공시 • 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
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.
공시 • 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
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.
속보 • 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.
새로운 내러티브 • 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?
새로운 내러티브 • 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?
공시 • 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
새로운 내러티브 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • Oct 03Adtalem Global Education Inc., Annual General Meeting, Nov 12, 2025Adtalem Global Education Inc., Annual General Meeting, Nov 12, 2025.
공시 • 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
분석 기사 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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
분석 기사 • 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...
공시 • 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
분석 기사 • 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...
공시 • 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.
공시 • 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.
분석 기사 • 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...
분석 기사 • 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...
공시 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
공시 • 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
분석 기사 • 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.
분석 기사 • 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...
공시 • 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).
분석 기사 • 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.
공시 • 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.
공시 • Oct 18+ 1 more updateAdtalem Global Education Inc., Annual General Meeting, Nov 13, 2024Adtalem Global Education Inc., Annual General Meeting, Nov 13, 2024.
분석 기사 • 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
공시 • 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
분석 기사 • 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.
공시 • 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.
분석 기사 • 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).
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
공시 • 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
분석 기사 • 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.
분석 기사 • 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.
