Bright Horizons Family Solutions Inc. Common Stock (BFAM)

Shares of child care and education company Bright Horizons (NYSE:BFAM) fell 19.3% in the morning session after it issued a weak financial forecast for 2026 that overshadowed its fourth-quarter earnings beat. 

Child care and education company Bright Horizons (NYSE:BFAM) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 8.8% year on year to $733.7 million. On the other hand, the company’s full-year revenue guidance of $3.1 billion at the midpoint came in 0.6% below analysts’ estimates. Its non-GAAP profit of $1.15 per share was 2.5% above analysts’ consensus estimates.

Bright Horizons (BFAM) Q4 2025 Earnings Transcript

Child care and education company Bright Horizons (NYSE:BFAM) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 8.8% year on year to $733.7 million. On the other hand, the company’s full-year revenue guidance of $3.1 billion at the midpoint came in 0.8% below analysts’ estimates. Its non-GAAP profit of $1.15 per share was 2.5% above analysts’ consensus estimates.

As the global economy stabilizes into a period of disinflationary growth, Goldman Sachs (NYSE: GS) has released a robust 2026 stock market outlook, forecasting a 12% total return for the S&P 500. This optimistic projection, which places the index target between 7,200 and 7,600 by year-end, suggests

Child care and education company Bright Horizons (NYSE:BFAM) will be reporting results this Thursday afternoon. Here’s what investors should know.

Consumer discretionary businesses are levered to the highs and lows of economic cycles. Over the past six months, it seems like demand may be facing some headwinds as the industry’s 6.5% return has lagged the S&P 500 by 3.1 percentage points.

The past year hasn't been kind to the stocks featured in this article. Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling knives.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Over the past six months, Bright Horizons’s shares (currently trading at $102.46) have posted a disappointing 11.2% loss, well below the S&P 500’s 10.4% gain. This may have investors wondering how to approach the situation.

A number of stocks jumped in the afternoon session after investors wagered geopolitical tension would be contained following the U.S. military's operation in Venezuela, with the Dow hitting a fresh record. 

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at education services stocks, starting with Lincoln Educational (NASDAQ:LINC).

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Bright Horizons (NYSE:BFAM) and the rest of the education services stocks fared in Q3.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

A number of stocks fell in the afternoon session after new economic data intensified market agitation ahead of the Federal Reserve's policy decision later in the week. 

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.

A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official bolstered hopes for an interest rate cut. 

Bright Horizons delivered third-quarter results that exceeded Wall Street’s expectations, reflecting robust demand for its suite of child care and education benefits. Management pointed to strong performance in back-up care, which experienced broad-based demand from both new and existing clients, particularly during the summer months when school-age programs were in high use. CEO Stephen Kramer credited the company’s ability to attract more users and increase repeat utilization as critical to the quarter’s outperformance. Additionally, margin improvement was supported by operating leverage across segments, with disciplined cost management and new center openings further contributing to results.

Shares of child care and education company Bright Horizons (NYSE:BFAM) fell 5.3% in the afternoon session after analysts at Goldman Sachs and BMO Capital lowered their price targets on the company's shares. The price target cuts occurred even though Bright Horizons reported strong third-quarter results that beat expectations and raised its full-year guidance. Goldman Sachs reduced its price target to $130 from $146, while BMO Capital lowered its target to $124 from $130. Both firms kept their positive ratings on the stock. The company's results were driven by its high-margin back-up care segment, which grew 26% from the previous year. BMO Capital noted its adjustment was to "reflect more current multiples," suggesting that despite the company's solid performance, the firm revised its valuation of the stock downward.

Child care and education company Bright Horizons (NYSE:BFAM) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 11.6% year on year to $802.8 million. Its non-GAAP profit of $1.57 per share was 18.9% above analysts’ consensus estimates.

Child care and education company Bright Horizons (NYSE:BFAM) announced better-than-expected revenue in Q3 CY2025, with sales up 11.6% year on year to $802.8 million. Its non-GAAP profit of $1.57 per share was 18.9% above analysts’ consensus estimates.