Bright Horizons Family Solutions Inc.

NYSE:BFAM Stok Raporu

Piyasa değeri: US$3.3b

Bright Horizons Family Solutions Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Bright Horizons Family Solutions kazanç ve gelirin sırasıyla yıllık 16.1% ve 5.7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 18.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 20.7% olacağı tahmin edilmektedir.

Anahtar bilgiler

16.1%

Kazanç büyüme oranı

18.60%

EPS büyüme oranı

Consumer Services kazanç büyümesi12.8%
Gelir büyüme oranı5.7%
Gelecekteki özkaynak getirisi20.65%
Analist kapsamı

Good

Son güncelleme29 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi Aug 03

Bright Horizons Family Solutions Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a good week for Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) shareholders, because the company has...

Recent updates

Anlatı Güncellemesi May 25

BFAM: Reaffirmed Guidance And Ongoing Buybacks Will Support Future Upside

Narrative update on Bright Horizons Family Solutions The updated analyst price target for Bright Horizons Family Solutions moves lower by about $4.50, with analysts pointing to more conservative assumptions on revenue growth and future P/E multiples, partly offset by slightly stronger profit margin expectations. Analyst Commentary Recent Street research on Bright Horizons Family Solutions has centered on adjustments to price targets, with several large firms, including JPMorgan and Goldman Sachs, updating their models.
Seeking Alpha Apr 28

Bright Horizons Family Solutions: Strong Execution, But Valuation Keeps It A 'Hold'

Summary Bright Horizons Family Solutions has delivered strong top- and bottom-line growth despite reducing its number of childcare locations. Management’s strategy centers on closing underperforming centers, raising tuition rates, and boosting occupancy, driving improved profitability and cash flow. BFAM is currently rated "Hold" due to its valuation, which straddles the line between fairly valued and undervalued compared to peers. Upcoming Q1 2026 results and potential upward guidance revisions could prompt an upgrade to a soft "Buy" if financial momentum continues. Read the full article on Seeking Alpha
Anlatı Güncellemesi Apr 25

BFAM: Employer Childcare Recovery And Buybacks Will Support Future Upside

Narrative Update: Bright Horizons Family Solutions The analyst price target for Bright Horizons has been reduced to a range around $95 to $100, reflecting what analysts describe as decent recent results but more muted guidance and a recalibration of expectations for margin and growth. Analyst Commentary Recent Street research on Bright Horizons points to a more cautious stance on valuation, even as analysts acknowledge a solid underlying business and a gradual recovery in demand for corporate childcare solutions.
Anlatı Güncellemesi Apr 09

BFAM: Employer Childcare Demand And Ongoing Buybacks Will Support Future Upside

Analysts have trimmed their average price target on Bright Horizons Family Solutions to $100, with reductions from several firms reflecting more muted guidance. They still point to corporate childcare as a useful hiring and retention tool in a tight labor market.
Anlatı Güncellemesi Mar 25

BFAM: Corporate Childcare Demand And Buybacks Will Support Future Upside

Analyst price targets for Bright Horizons Family Solutions have been reduced by a wide range of firms, with cuts such as $124 to $100 and $160 to $95, as analysts factor in more muted guidance while still highlighting corporate childcare as a useful recruitment and retention tool in a tight labor market. Analyst Commentary Recent research on Bright Horizons points to a reset in expectations, with analysts revisiting both valuation and growth assumptions after more muted guidance.
Anlatı Güncellemesi Mar 08

BFAM: Corporate Childcare Demand Will Support Future Upside Despite Softer Long Term Outlook

Bright Horizons Family Solutions' analyst price targets have been reduced, with cuts such as BMO Capital moving to $100 from $124 and Barclays to $95 from $160, as analysts factor in more muted guidance alongside a still positive view on corporate childcare demand. Analyst Commentary Analysts are trimming their price targets on Bright Horizons but are still highlighting a mix of constructive and cautious themes around the story.
Anlatı Güncellemesi Feb 22

BFAM: Corporate Childcare Demand Will Support Future Upside Despite Muted Guidance

Analysts have trimmed their price targets on Bright Horizons Family Solutions, with our fair value estimate moving from about $127.33 to $97.11. This reflects more muted guidance and updated assumptions for growth, margins, discount rate, and future P/E, even as corporate-sponsored childcare remains a focus in recent research.
Anlatı Güncellemesi Feb 08

BFAM: Discount Rate Reset Will Support Further Upside Potential

Analysts trimmed their price target on Bright Horizons Family Solutions by $13, reflecting slightly adjusted assumptions around discount rates and future P/E multiples, while keeping fair value and key operating estimates effectively unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the price target trim as a technical reset tied to discount rate and P/E inputs, rather than a change in the underlying business outlook or core operating assumptions.
Anlatı Güncellemesi Jan 23

BFAM: Share Repurchases And 2025 Revenue Outlook Will Support Further Upside

Analysts have trimmed their price target for Bright Horizons Family Solutions by about $1 to reflect slightly higher discount rate assumptions, marginally lower projected revenue growth, largely unchanged profit margin expectations, and a small reset in future P/E assumptions. Analyst Commentary Recent Street research on Bright Horizons Family Solutions points to a more balanced view on the stock, with the trimmed price target mainly reflecting tweaks to valuation inputs rather than a wholesale shift in the underlying business thesis.
Anlatı Güncellemesi Jan 08

BFAM: Share Repurchases And 2025 Outlook Will Support Further Upside Potential

Analysts have maintained their fair value estimate for Bright Horizons Family Solutions at about US$128.78, making only minor adjustments to assumptions such as the discount rate and future P/E. This reflects a largely unchanged view of the company’s long term outlook.
Analiz Makalesi Jan 08

Bright Horizons Family Solutions Inc. (NYSE:BFAM) Not Lagging Market On Growth Or Pricing

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Anlatı Güncellemesi Dec 21

BFAM: Focus List Inclusion Signals Future Upside From Back-Up Care Opportunity

Analysts have nudged their price target on Bright Horizons Family Solutions slightly lower to approximately $129 from about $130, citing a marginally higher discount rate and tempered long term revenue growth expectations, which are partly offset by modestly improved profit margin assumptions and a still favorable view of the underappreciated back up care opportunity. Analyst Commentary Bullish analysts highlight that Bright Horizons continues to screen as undervalued relative to its long term growth runway, particularly in its back up care segment.
Anlatı Güncellemesi Dec 06

BFAM: Future Back-Up Care Expansion Will Drive Meaningful Share Price Upside

Analysts have modestly raised their price target on Bright Horizons Family Solutions to $150, highlighting an expanded runway for back up care revenue growth. They argue that the stock remains undervalued as investors underappreciate this opportunity.
Analiz Makalesi Dec 05

Here's Why Bright Horizons Family Solutions (NYSE:BFAM) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Anlatı Güncellemesi Nov 22

BFAM: Future Back-Up Care Revenue Will Unlock Significant Share Gains

Analysts have raised their price target for Bright Horizons Family Solutions from $129.44 to $150.00. This upward revision reflects optimism about the company's back-up care growth potential and a belief that the stock is currently undervalued.
Anlatı Güncellemesi Nov 07

BFAM: Future Back-Up Care Demand Will Drive Share Price Higher

Analysts have lowered their fair value estimate for Bright Horizons Family Solutions from $137.11 to $129.44 per share. They cite slightly softer revenue growth expectations, a modest increase in the discount rate, and improved profit margins as key factors in the revision.
Anlatı Güncellemesi Oct 24

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

Analysts have recently adjusted their price targets for Bright Horizons Family Solutions, with the consensus now reflecting a slight increase. This adjustment is based on expectations for continued back-up care revenue growth and the company's perceived undervaluation.
Analiz Makalesi Oct 18

We Like These Underlying Return On Capital Trends At Bright Horizons Family Solutions (NYSE:BFAM)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Anlatı Güncellemesi Oct 09

Employer Childcare Demand Will Boost UK And Global Expansion

Analysts have revised their fair value estimate for Bright Horizons Family Solutions slightly downward to $137.11 from $140.89 per share. They cite nuanced shifts in revenue growth and profit margin forecasts as key drivers for the updated price target.
Analiz Makalesi Aug 03

Bright Horizons Family Solutions Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a good week for Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) shareholders, because the company has...
Analiz Makalesi Jul 22

Here's Why Bright Horizons Family Solutions (NYSE:BFAM) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analiz Makalesi Jul 07

Do Bright Horizons Family Solutions' (NYSE:BFAM) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analiz Makalesi Jun 23

Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Price In Tune With Earnings

Bright Horizons Family Solutions Inc.'s ( NYSE:BFAM ) price-to-earnings (or "P/E") ratio of 43.4x might make it look...
Analiz Makalesi May 15

Shareholders Will Be Pleased With The Quality of Bright Horizons Family Solutions' (NYSE:BFAM) Earnings

Investors were underwhelmed by the solid earnings posted by Bright Horizons Family Solutions Inc. ( NYSE:BFAM...
Analiz Makalesi Apr 29

Returns On Capital At Bright Horizons Family Solutions (NYSE:BFAM) Have Stalled

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Analiz Makalesi Apr 16

Bright Horizons Family Solutions Inc. (NYSE:BFAM) Shares Could Be 29% Below Their Intrinsic Value Estimate

Key Insights Bright Horizons Family Solutions' estimated fair value is US$166 based on 2 Stage Free Cash Flow to Equity...
Analiz Makalesi Mar 23

Should You Be Adding Bright Horizons Family Solutions (NYSE:BFAM) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analiz Makalesi Feb 27

Why We're Not Concerned About Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Share Price

Bright Horizons Family Solutions Inc.'s ( NYSE:BFAM ) price-to-earnings (or "P/E") ratio of 53.3x might make it look...
Analiz Makalesi Jan 25

At US$115, Is It Time To Put Bright Horizons Family Solutions Inc. (NYSE:BFAM) On Your Watch List?

While Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) might not have the largest market cap around , it saw a...
Analiz Makalesi Jan 13

Bright Horizons Family Solutions Inc. (NYSE:BFAM) Shares Could Be 35% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bright Horizons Family Solutions fair value estimate is US$176...
Analiz Makalesi Jan 01

Return Trends At Bright Horizons Family Solutions (NYSE:BFAM) Aren't Appealing

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Analiz Makalesi Dec 20

Do Bright Horizons Family Solutions' (NYSE:BFAM) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analiz Makalesi Nov 18

Is Bright Horizons Family Solutions (NYSE:BFAM) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Nov 06

Bright Horizons Family: Rating Downgrade As Valuation Has Priced In My Expected Upside

Summary I downgrade Bright Horizons Family from buy to hold due to limited upside in the stock, despite strong fundamentals and growth potential. BFAM reported 11.4% revenue growth, surpassing estimates, with notable gains in backup care revenue and improved occupancy rates, driving EPS growth of 25.5% y/y. The 10% growth outlook remains intact, supported by strong volume and pricing in full-service segments and robust demand in backup dependent care. Read the full article on Seeking Alpha
Analiz Makalesi Oct 18

Earnings Tell The Story For Bright Horizons Family Solutions Inc. (NYSE:BFAM)

With a price-to-earnings (or "P/E") ratio of 75.2x Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) may be sending...
Analiz Makalesi Oct 06

What Does Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Share Price Indicate?

While Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) might not have the largest market cap around , it saw a...
Analiz Makalesi Sep 24

An Intrinsic Calculation For Bright Horizons Family Solutions Inc. (NYSE:BFAM) Suggests It's 40% Undervalued

Key Insights Bright Horizons Family Solutions' estimated fair value is US$230 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Sep 09

Bright Horizons Has A Bright Future But I Will Wait On The Sidelines

Summary Over the last weekend, I read an interesting Barron's article on Bright Horizons Family Solutions, hooking me on to the company's impressive growth story. The company has been in business for over three decades and has emerged as the largest employer-funded childcare solutions provider in the nation. The company benefits from long-term partnerships with over 1,450 employers, including Fortune 500 companies. The capital-light business model of the company is a major bright spot for Bright Horizons. Although Bright Horizons is well-positioned for future growth, rising childcare costs, staffing shortages, and its premium valuation present risks to investors. Read the full article on Seeking Alpha
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Yeni Anlatı Aug 27

Expanding Staff And Partnerships Sparks Revenue And Efficiency Surge

Expansion through new client centers and partnerships with corporations suggests potential for increased enrollment and higher revenues.
Analiz Makalesi Aug 14

Bright Horizons Family Solutions' (NYSE:BFAM) Performance Is Even Better Than Its Earnings Suggest

Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) recently posted some strong earnings, and the market responded...
Analiz Makalesi Aug 09

Bright Horizons Family Solutions Inc. Just Recorded A 25% EPS Beat: Here's What Analysts Are Forecasting Next

Shareholders of Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) will be pleased this week, given that the stock...
Analiz Makalesi Aug 05

Bright Horizons Family Solutions (NYSE:BFAM) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Jul 01

Bright Horizons Family: Addressing The Demand For More Childcare Services

Summary Bright Horizons Family is well-positioned to benefit from increased demand for childcare services. The company's scale and reputation advantages make it difficult for new entrants to disrupt its market position. Bright Horizons Family's asset-light operating model allows for high free cash flow conversion, supporting its aggressive M&A strategy and growth potential. Read the full article on Seeking Alpha
Analiz Makalesi Jun 14

If EPS Growth Is Important To You, Bright Horizons Family Solutions (NYSE:BFAM) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analiz Makalesi Jun 02

What Does Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Share Price Indicate?

Bright Horizons Family Solutions Inc. ( NYSE:BFAM ), might not be a large cap stock, but it received a lot of attention...
Analiz Makalesi May 05

Earnings Beat: Bright Horizons Family Solutions Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in Bright Horizons Family Solutions Inc. ( NYSE:BFAM ) had a good week, as its shares rose 4.3% to close at...
Analiz Makalesi Apr 11

Subdued Growth No Barrier To Bright Horizons Family Solutions Inc.'s (NYSE:BFAM) Price

When close to half the companies in the Consumer Services industry in the United States have price-to-sales ratios (or...

Kazanç ve Gelir Büyüme Tahminleri

NYSE:BFAM - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20283,485295N/AN/A4
12/31/20273,2882793294378
12/31/20263,1032403234208
3/31/20262,980189275372N/A
12/31/20252,934193259351N/A
9/30/20252,874200232323N/A
6/30/20252,790177243332N/A
3/31/20252,729161214307N/A
12/31/20242,686140240337N/A
9/30/20242,628117216312N/A
6/30/20242,554102209302N/A
3/31/20242,48783214305N/A
12/31/20232,41874165256N/A
9/30/20232,33287136218N/A
6/30/20232,22765158243N/A
3/31/20232,11469119197N/A
12/31/20222,02080118188N/A
9/30/20221,95480109173N/A
6/30/20221,87488162217N/A
3/31/20221,82582160218N/A
12/31/20211,75570164227N/A
9/30/20211,67055147225N/A
6/30/20211,54722208294N/A
3/31/20211,4003128214N/A
12/31/20201,51527125210N/A
9/30/20201,65972136228N/A
6/30/20201,83212095191N/A
3/31/20202,067168183287N/A
12/31/20192,062180N/A330N/A
9/30/20192,020178N/A327N/A
6/30/20191,980171N/A297N/A
3/31/20191,941162N/A296N/A
12/31/20181,903157N/A295N/A
9/30/20181,865162N/A275N/A
6/30/20181,827159N/A269N/A
3/31/20181,782152N/A247N/A
12/31/20171,741156N/A248N/A
9/30/20171,700122N/A261N/A
6/30/20171,650113N/A234N/A
3/31/20171,607111N/A234N/A
12/31/20161,57094N/A213N/A
9/30/20161,543101N/A193N/A
6/30/20161,52599N/A202N/A
3/31/20161,49395N/A209N/A
12/31/20151,45893N/A170N/A
9/30/20151,42588N/A195N/A
6/30/20151,39483N/A185N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: BFAM 'nin tahmini kazanç büyümesi (yıllık 16.1% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: BFAM şirketinin kazançlarının (yıllık 16.1% ) US pazarından (yıllık 17% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: BFAM şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: BFAM şirketinin gelirinin (yıllık 5.7% ) US pazarından (yıllık 11.9% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: BFAM şirketinin gelirinin (yıllık 5.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: BFAM 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 20.7 %)


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/01 08:00
Gün Sonu Hisse Fiyatı2026/05/29 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Bright Horizons Family Solutions Inc. 16 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jeffrey MeulerBaird
Gary BisbeeBarclays
Manav PatnaikBarclays