Bright Horizons Family Solutions

BFAM · NYSE

$69.01−$0.51 (−0.73%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $69.52

BFAM analyst rating

BuyConsensus of 6 analysts over the last 12 months. 67% rate it a buy.

Strong buy0
Buy4
Hold1
Underperform1
Sell0

12-month price target · 12 analysts

Average $90.25 (+30.8% upside)

Low: $66.66
Now: $69.01
High: $103.95

Upgrades and downgrades

The latest rating actions, newest first

BFAM analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
UBS	Oct 14, 2026	Maintains	Neutral	$88.00 → $78.00	51%
Morgan Stanley	Oct 13, 2026	Maintains	Underweight	$66.00 → $64.00	48%
BMO Capital	Oct 5, 2026	Maintains	Outperform	$93.00 → $83.00	60%
Morgan Stanley	Sep 23, 2026	Maintains	Underweight	$68.00 → $66.00	48%
UBS	Jul 31, 2026	Maintains	Neutral	$87.00 → $88.00	51%
Morgan Stanley	Jul 31, 2026	Maintains	Underweight	$70.00 → $68.00	48%
UBS	Jul 17, 2026	Maintains	Neutral	$88.00 → $87.00	51%
UBS	May 6, 2026	Maintains	Neutral	$93.00 → $88.00	51%
JP Morgan	May 6, 2026	Maintains	Overweight	$115.00 → $105.00	64%
Barclays	Feb 17, 2026	Maintains	Overweight	$160.00 → $95.00	64%

The case for and against

Updated May 8, 2025

Bull case

Bright Horizons Family Solutions Inc. has demonstrated significant revenue growth of approximately 20% in 2023, with projections suggesting a continued growth rate of around 11% for 2024, primarily driven by improved utilization of Full-Service Centers (FSC) and robust expansion in Backup Care (BUCA). Over the period from 2023 to 2028, the company is expected to achieve a revenue compound annual growth rate (CAGR) of approximately 6%, with adjusted EBITDA anticipated to grow at a CAGR of around 10%. Furthermore, management expects notable improvements in margin expansion, with a forecast of roughly 630 basis points in adjusted operating income (AOI) margin growth and a 4% increase in FSC pricing anticipated for 2025.

Bear case

Bright Horizons Family Solutions Inc. has experienced notable stock weakness following its 3Q24 earnings release, which revealed slightly slowing top-line growth and potential challenges to margin expansion. The company faces pricing headwinds, low enrollment growth, and minimal recovery in utilization rates, leading to conservative expectations for HSD top-line growth for 2025 and around 10% EPS growth, which falls significantly below consensus. Furthermore, although the company's EBITDA CAGR remains positive, its operating margins are projected to remain below pre-pandemic levels, indicating ongoing structural challenges amidst a shift toward remote work and increased competition.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.