New Risk • May 20
New minor risk - Insider selling There 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. Live News • May 20
Covista Lifts Guidance After Earnings Beat and New Chamberlain Campus Announcement Covista 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 11
Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Third 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. Recent Insider Transactions • Mar 13
Lead Independent Director recently bought US$3.6m worth of stock On 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. Price Target Changed • Feb 25
Price target increased by 9.0% to US$173 Up 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. Announcement • Feb 24
Covista Inc. Reaffirms Earnings Guidance for the Fiscal Year 2026; Provides Earnings Guidance for Fiscal Year 2027, 2028 and 2029 Covista 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 29
Second 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. Announcement • Jan 29
Adtalem Global Education Inc. Reiterates Earnings Guidance for the Fiscal Year 2026 Adtalem 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. Announcement • Jan 05
Adtalem Global Education Inc. to Report Q2, 2026 Results on Jan 28, 2026 Adtalem Global Education Inc. announced that they will report Q2, 2026 results After-Market on Jan 28, 2026 Announcement • Dec 16
Adtalem 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 06
Investor 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 31
First 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. Announcement • Oct 31
Adtalem Global Education Inc. Maintains Earnings Guidance for the Fiscal Year 2026 Adtalem 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 18
Price target increased by 7.0% to US$172 Up 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 06
Price target increased by 12% to US$160 Up 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. Announcement • Oct 03
Adtalem Global Education Inc., Annual General Meeting, Nov 12, 2025 Adtalem Global Education Inc., Annual General Meeting, Nov 12, 2025. Announcement • Oct 02
Adtalem Global Education Inc. to Report Q1, 2026 Results on Oct 30, 2025 Adtalem Global Education Inc. announced that they will report Q1, 2026 results After-Market on Oct 30, 2025 Recent Insider Transactions Derivative • Aug 29
Director notifies of intention to sell stock Lisa 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 26
Director recently sold US$1.7m worth of stock On 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 22
Director notifies of intention to sell stock Lisa 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 09
Full 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. Announcement • Aug 08
Adtalem Global Education Inc. Provides Earnings Guidance for the Year 2026 Adtalem 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. Announcement • Jul 07
Adtalem Global Education Inc. to Report Q4, 2025 Results on Aug 07, 2025 Adtalem Global Education Inc. announced that they will report Q4, 2025 results After-Market on Aug 07, 2025 Announcement • May 13
Adtalem Global Education Inc. Names Megan Noel Its New Chief Corporate Affairs Officer, Effective May 12, 2025 Adtalem 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 09
Third 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. Announcement • May 08
Adtalem 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. Announcement • Apr 03
Adtalem Global Education Inc. to Report Q3, 2025 Results on May 08, 2025 Adtalem Global Education Inc. announced that they will report Q3, 2025 results After-Market on May 08, 2025 Recent Insider Transactions • Feb 19
Independent Director recently sold US$497k worth of stock On 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 09
President of Walden University recently sold US$380k worth of stock On 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 07
President of Walden University notifies of intention to sell stock Michael 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 31
Second 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. Announcement • Jan 31
Adtalem Global Education Inc. Raises Earnings Guidance for the Fiscal Year 2025 Adtalem 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. Price Target Changed • Jan 13
Price target increased by 8.4% to US$110 Up 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 10
Price target increased by 9.5% to US$104 Up 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. Announcement • Jan 02
Adtalem Global Education Inc. to Report Q2, 2025 Results on Jan 30, 2025 Adtalem Global Education Inc. announced that they will report Q2, 2025 results After-Market on Jan 30, 2025 Price Target Changed • Dec 17
Price target increased by 10% to US$101 Up 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. Price Target Changed • Dec 05
Price target increased by 9.2% to US$95.00 Up 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 03
Independent Director recently sold US$362k worth of stock On 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 01
Independent Director notifies of intention to sell stock William 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. Announcement • Nov 20
Adtalem Global Education Inc. Announces Board Changes Adtalem 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 01
New minor risk - Earnings quality The 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). Reported Earnings • Oct 30
First 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. Announcement • Oct 30
Adtalem Global Education Inc. Raises Earnings Guidance for the Fiscal Year 2025 Adtalem 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. Announcement • Oct 01
Adtalem Global Education Inc. to Report Q1, 2025 Results on Oct 29, 2024 Adtalem Global Education Inc. announced that they will report Q1, 2025 results After-Market on Oct 29, 2024 Recent Insider Transactions • Sep 15
Senior VP & Chief Marketing Officer recently sold US$576k worth of stock On 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. Announcement • Sep 05
Adtalem Global Education Inc. Appoints Sara Hill as Chief Human Resources Officer, Effective September 9, 2024 Adtalem 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 29
Director notifies of intention to sell stock Lisa 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. New Risk • Aug 26
New minor risk - Earnings quality The 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). Recent Insider Transactions • Aug 12
Director recently sold US$4.8m worth of stock On 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 11
Director notifies of intention to sell stock Lisa 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. Announcement • Aug 07
Adtalem Global Education Inc. Provides Financial Guidance for the Full Year of 2025 Adtalem 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 07
Full 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. Price Target Changed • Jul 25
Price target increased by 15% to US$78.67 Up 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 17
Now 20% overvalued after recent price rise Over 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 16
Investor 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. Announcement • Jul 12
Adtalem Global Education Inc. to Report Q4, 2024 Results on Aug 06, 2024 Adtalem Global Education Inc. announced that they will report Q4, 2024 results After-Market on Aug 06, 2024 Price Target Changed • Jul 08
Price target increased by 11% to US$72.00 Up 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. Valuation Update With 7 Day Price Move • May 09
Investor 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 03
New minor risk - Earnings quality The 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 03
Third 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.