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Bright Horizons Family Solutions Inc. Stock Price

NYSE:BFAM Community·US$3.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 4 Fair Values set on narratives written by author

BFAM Share Price Performance

US$73.38
-44.01 (-37.49%)
US$91.11
Fair Value
US$73.38
-44.01 (-37.49%)
19.5% undervalued intrinsic discount
US$91.11
Fair Value
Price US$73.38
AnalystConsensusTarget US$91.11
AnalystHighTarget US$99.00
AnalystLowTarget US$70.00

BFAM Community Narratives

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Fair Value US$91.11 19.5% undervalued intrinsic discount

Employer Benefit Demand Will Drive Back-Up Care Revenues And Global Expansion

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Fair Value US$99 25.9% undervalued intrinsic discount

Rising Employer Child Care Demand Will Drive Powerful Long Term Upside Potential

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Fair Value US$70 4.8% overvalued intrinsic discount

Back Up Care Adoption And Margin Pressures Will Shape A Balanced Outlook

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US$70
4.8% overvalued intrinsic discount
Revenue
5.86% p.a.
Profit Margin
8.73%
Future PE
11.97x
Price in 2029
US$87.34
US$91.11
19.5% undervalued intrinsic discount
Revenue
5.76% p.a.
Profit Margin
9.3%
Future PE
14.74x
Price in 2029
US$114.25

Trending Discussion

No trending discussion available.

Updated Narratives

BFAM logo

BFAM: Buybacks And Backup Care Will Support Future Upside Potential

Fair Value: US$99 25.9% undervalued intrinsic discount
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BFAM: Reset Expectations And Operational Risks Will Shape The Next Phase

Fair Value: US$70 4.8% overvalued intrinsic discount
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BFAM: Index Additions And Buybacks Will Support Future Upside

Fair Value: US$91.11 19.5% undervalued intrinsic discount
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Snowflake Analysis

Good value with moderate growth potential.

2 Risks
3 Rewards

Bright Horizons Family Solutions Inc. Key Details

US$3.0b

Revenue

US$2.3b

Cost of Revenue

US$771.7m

Gross Profit

US$596.6m

Other Expenses

US$175.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.60
25.48%
5.78%
136.4%
View Full Analysis

About BFAM

Founded
1986
Employees
32200
CEO
Stephen Kramer
WebsiteView website
www.brighthorizons.com

Bright Horizons Family Solutions Inc. provides early education and childcare, comprehensive back-up care, educational advisory, and other workplace solutions services for employers and families in the United States, Puerto Rico, the United Kingdom, the Netherlands, Australia, and India. It operates in three segments: Full-Service Center-Based Child Care, Back-Up Care, and Educational Advisory services. The Full-Service Center-Based Child Care segment offers traditional center-based early education and childcare, preschool, and elementary education services. The Back-Up Care segment provides center-based back-up childcare, in-home child and senior care, school-age programs, camps, tutoring, pet care, and self-sourced reimbursed care services, as well as sittercity, an online marketplace for families and caregivers through early education and childcare centers, school-age programs and in-home care providers, the back-up care network, and other providers. The Educational Advisory services segment offers tuition assistance and student loan repayment program management, workforce education, and related educational consulting services, as well as college admissions and college financial advisory services. The company was formerly known as Bright Horizons Solutions Corp. and changed its name to Bright Horizons Family Solutions Inc. in July 2012. Bright Horizons Family Solutions Inc. was founded in 1986 and is headquartered in Newton, Massachusetts.

Recent BFAM News & Updates

Narrative Update Aug 05

BFAM: Buybacks And Backup Care Will Support Future Upside Potential

Bright Horizons Family Solutions' analyst fair value estimate has been reduced from $105.00 to $99.00 as analysts factor in lower near term growth expectations and recent price target trims toward $68 and $88, which highlight headwinds in certain segments alongside relative resilience in backup care. Analyst Commentary Recent research on Bright Horizons Family Solutions has sent mixed signals, yet there are clear pockets of optimism that investors should understand.
Seeking Alpha Aug 03

Bright Horizons Family Solutions: Back-Up Strength Still Outruns The Core Recovery

Summary Bright Horizons Family Solutions remains a hold as Back-up Care drives growth but Full Service lags on enrollment and occupancy. BFAM's Q2 2026 saw Back-up Care revenue up 19% with a 26% margin, now contributing over half of total operating income. Full Service revenue grew just 3%, with volume muted and capacity running ahead of occupancy, raising concerns for long-term EBIT targets. Valuation appears fair at ~13.4x NTM PE; upside hinges on sustained Back-up Care execution and visible Full Service recovery. Read the full article on Seeking Alpha

Recent updates

No updates