Bright Horizons Family Solutions Inc.

Bright Horizons Family Solutions Inc.(BFAM)の株式分析

$70.420

+2.070 (+2.94%)終値時点

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高値
71.600
始値
69.880
出来高加重平均価格
70.56
出来高
534.20K
時価総額
6.20B
安値
69.650
売買代金
37.69M
EV/EBITDA(TTM)
10.18

Bright Horizons Family Solutions Inc. is a provider of early education and childcare, back-up care, and workforce education services. It partners with employers to support workforces by providing services that help working families and employees thrive personally and professionally. Its segments include full service center-based child care, back-up care, and educational advisory services. The full service center-based child care segment includes the traditional center-based early education and child care, preschool, and elementary education. Its back-up care segment consists of center-based back-up child care, in-home care for children and seniors, school-age programs, pet care, self-sourced reimbursed care, and Sittercity, an online marketplace for families and caregivers. Its educational advisory services segment consists of tuition assistance and student loan repayment program management, workforce education, related educational advising, and college admissions counseling services.

AI分析 of Bright Horizons Family Solutions Inc. (BFAM)

中立

Bright Horizons Family Solutions Inc (BFAM) is currently priced at $69.45, which is below the analyst price target of $83 from BMO Capital, indicating potential upside. However, the stock has a high RSI of 78.39, suggesting it may be overbought in the short term. Additionally, the company has seen a significant year-to-date decline of 30.06%, raising concerns about its recovery. The main risk is the declining gross margin, which has dropped to 24.10% in Q2 2026 from a peak of 26.85% in Q3 2025, indicating potential profitability issues ahead.

アナリスト評価(9)

上値余地 +87.25%
買い
5 買い
4 中立
0 売り
現在: 70.42
安値
93.00
平均
131.86
高値
160.00

Morgan Stanley

2026-09-23

目標株価

$66

アンダーウェイト

Morgan Stanley

2026-07-31

目標株価

$68

アンダーウェイト

UBS

2026-07-31

目標株価

$88

中立

UBS

2026-07-17

目標株価

$87

中立

UBS

2026-05-06

目標株価

$88

中立

バリュエーション指標

Bright Horizons Family Solutions Inc.(BFAM)の現在の予想PERは22.62で、5年平均は28.34です。

予想PER

適正
5年平均 P/E
28.34
現在のP/E
22.62
割高
37.08
割安
19.60

予想EV/EBITDA

割安
5年平均 EV/EBITDA
18.37
現在のEV/EBITDA
10.18
割高
22.73
割安
14.01

予想PSR

割安
5年平均 P/S
2.22
現在のP/S
1.02
割高
2.98
割安
1.46

Alphio AI による BFAM の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%BFAM

$137.76

シナリオ価格

基

基本

基本 · 50%BFAM

$128.42

シナリオ価格

弱

弱気

弱気 · 25%BFAM

$115.61

シナリオ価格

BFAM を保有するクジラ

B

Burgundy Asset Management Ltd.

+ を保有BFAM

+6.98%

3か月リターン

A

Abrams Bison Investments, L.L.C.

+ を保有BFAM

+2.97%

3か月リターン

G

Giverny Capital Inc.

+ を保有BFAM

+2.15%

3か月リターン

イベントタイムライン

2026-07-30 (ET)

16:30:00

FY26 Revenue Outlook Adjusted to $3.085B

16:30:00

Company Reports Q2 Revenue of $779.18M

2026-05-07 (ET)

17:30:00

Sumitomo Forestry Group Acquires Tri Pointe Homes

2026-05-05 (ET)

16:30:00

Q1 Revenue at $712M, Slightly Below Consensus

ニュース

BFAM のよくある質問 — Alphio AI が回答

Bright Horizons Family Solutions Inc. is a provider of early education and childcare, back-up care, and workforce education services. It partners with employers to support workforces by providing services that help working families and employees thrive personally and professionally. Its segments include full service center-based child care, back-up care, and educational advisory services. The full service center-based child care segment includes the traditional center-based early education and child care, preschool, and elementary education. Its back-up care segment consists of center-based back-up child care, in-home care for children and seniors, school-age programs, pet care, self-sourced reimbursed care, and Sittercity, an online marketplace for families and caregivers. Its educational advisory services segment consists of tuition assistance and student loan repayment program management, workforce education, related educational advising, and college admissions counseling services. It operates in the Consumer Non-Cyclicals sector (SERVICES-CHILD DAY CARE SERVICES industry).

Bright Horizons Family Solutions Inc (BFAM) is currently priced at $69.45, which is below the analyst price target of $83 from BMO Capital, indicating potential upside. However, the stock has a high RSI of 78.39, suggesting it may be overbought in the short term. Additionally, the company has seen a significant year-to-date decline of 30.06%, raising concerns about its recovery. The main risk is the declining gross margin, which has dropped to 24.10% in Q2 2026 from a peak of 26.85% in Q3 2025, indicating potential profitability issues ahead.

9 analysts cover BFAM: 5 rate it Buy, 4 Hold and 0 Sell. The average price target is 131.86.

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