Adtalem Global Education (ATGE) came out with quarterly earnings of $1.75 per share, beating the Zacks Consensus Estimate of $1.57 per share. This compares to earnings of $1.29 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +11.46%. A quarter ago, it was expected that this for-profit education company would post earnings of $1.51 per share when it actually produced earnings of $1.66, delivering a surprise of +9.93%.Over the l ...

Investors with an interest in Schools stocks have likely encountered both Vasta Platform Limited (VSTA) and Lincoln Educational Services Corporation (LINC) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank empha ...

K12 (LRN) came out with quarterly earnings of $1.52 per share, beating the Zacks Consensus Estimate of $1.23 per share. This compares to earnings of $0.94 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +23.58%. A quarter ago, it was expected that this online education company would post earnings of $1.83 per share when it actually produced earnings of $2.29, delivering a surprise of +25.14%.Over the last four quarters, the co ...

Key Takeaways Stride's Q1 EPS estimates at $1.23, up 30.9% y/y, while revenues are expected to rise 11.5% to $614.6 million.Enrollment strength is aided by expanding AI integration and growing K12 Tutoring adoption.LRN stock is trading above industry averages but below its median forward P/E, warranting cautious optimism.Stride, Inc. (LRN) is scheduled to report its first-quarter fiscal 2026 results on Oct. 28, after market close.In the last reported quarter, the company’s adjusted earnings per share (EPS) ...

公司业务战略与市场趋势 - 公司主要专注于提供在线和混合教育模式 以满足市场对灵活性、可及性和个性化学习日益增长的需求 [1] - 公司正积极投资于所有项目 特别是在职业平台和人工智能整合方面 并将K12辅导服务作为关键增长点 [2] - 为提升服务并增加需求 公司正致力于将人工智能整合到其辅导模型中 [2] 公司运营与财务表现 - 2025财年平均入学人数同比增长20.4% 其中通识教育板块入学人数增长13.2% 职业学习板块入学人数增长32.5% [3] - 公司预计2026财年第一季度入学人数将实现10%至15%的同比增长 [3] - 公司2026财年和2027财年的每股收益预期在过去30天内分别上调至8.81美元和9.71美元 暗示同比增速分别为8.8%和10.2% [12] 公司竞争格局 - 公司面临来自Coursera和Chegg等市场参与者的动态竞争 [5] - 与Coursera的灵活性和全球认可度相比 公司在其产品组合中整合辅导和支持服务的能力带来了更具粘性的入学增长 尤其是在职业导向的路径上 [6] - 尽管公司在K-12加职业学习一体化模式上具有竞争优势 但Coursera的规模和学术品牌以及Chegg在学生支持方面的深度渗透仍是重要竞争对手 [7] 公司股价表现与估值 - 公司股价年初至今已上涨41.1% 表现优于其所在行业、更广泛的消费 discretionary板块以及标普500指数 [8] - 公司股票目前交易于16.13倍的远期12个月市盈率 相对于行业同行存在溢价 [11]

公司表现 - 新濠博亚娱乐年初至今股价回报率为35.9%，显著高于非必需消费品行业5%的平均涨幅[4] - 公司当前Zacks评级为1（强力买入），显示强劲的盈利预期[3] - 过去三个月，市场对公司全年盈利的一致预期大幅上调122.4%，表明分析师情绪改善和盈利前景向好[3] 行业比较 - 非必需消费品行业在Zacks行业排名中位列第8（共16个行业组别），包含264家公司[2] - 公司所属的博彩行业包含40只个股，年初至今平均涨幅约为15.9%，公司表现优于行业平均水平[5] - 另一家表现优异的公司Adtalem Global Education年初至今回报率达56.9%，其Zacks评级为2（买入）[4][5] 同业对比 - Adtalem Global Education所属的教育服务行业包含19只个股，在Zacks行业排名中位列第149，年初至今涨幅为4.5%[6] - Adtalem Global Education过去三个月的全年每股收益共识预期上调了3.5%[5]

Key Takeaways Stride's enrollment grew 20.4% in FY25, led by 32.5% growth in Career Learning and 13.2% in General Education.Cash rose to $782.5M from $500.6M, supporting balanced capital allocation and continued investment capacity.Earnings estimates for 2026 and 2027 rose to $8.81 and $9.71, reflecting analyst optimism on sustained growth.Stride, Inc. (LRN) is currently trading at a premium compared with the Schools industry peers but is undervalued in contrast to the broader Consumer Discretionary sector. ...

Investors interested in Schools stocks are likely familiar with K12 (LRN) and Grand Canyon Education (LOPE) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes companies with positive estimate revision ...

Investors interested in Schools stocks are likely familiar with Perdoceo Education (PRDO) and Universal Technical Institute (UTI) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank puts an emphasis on ...

核心观点 - 基于估值指标比较，TAL Education（TAL）目前是比Lincoln Educational Services Corporation（LINC）更优的价值投资选择 [1][7] 公司评级与前景 - TAL和LINC均获得Zacks Rank第2级（买入）评级，表明两家公司的盈利预期均呈改善趋势 [3] - 两家公司均拥有坚实的盈利前景 [7] 估值指标比较 - TAL的远期市盈率为27.91，低于LINC的28.70 [5] - TAL的市盈增长比率（PEG）为0.61，显著低于LINC的1.91 [5] - TAL的市净率（P/B）为1.84，远低于LINC的3.79 [6] - 基于多项估值指标，TAL获得价值评级B级，而LINC获得价值评级C级 [6] 价值评估方法 - 价值投资通过传统指标如市盈率、市销率、盈利率及每股现金流等来判断公司公允价值 [4]