Morgan Stanley analyst Toni Kaplan upgrades $KinderCare Learning Companies (KLC.US)$ to a buy rating, and maintains the target price at $30.
According to TipRanks data, the analyst has a success rate of 58.2% and a total average return of 3.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $KinderCare Learning Companies (KLC.US)$'s main analysts recently are as follows:
The recent decrease in KinderCare Learning's stock price is seen as an appealing entry point. The company's shares have fallen 28% within the month, mainly influenced by a competitor's earnings report that showed slowed revenue in both the recent quarter and upcoming outlook, the results of recent elections which introduce a degree of uncertainty due to the company's substantial exposure to government subsidies, and its own earnings announcement which lacked further guidance. Analysts consider the market's reaction overly severe, noting that there has been little fundamental change in KinderCare's underlying business.
Following their Q3 results, the company's adjusted EBITDA exceeded estimates, primarily due to a change in tuition registration fees and certain timing benefits. Additionally, management reaffirmed their guidance for 2024 and beyond during their recent call. As the largest childcare provider in the U.S., the company is expected to gain advantages from its scale, particularly in hiring teachers and enrolling children.
KinderCare Learning is positioned to offer a favorable risk/reward by 2026 provided it upholds reasonable execution. The maintenance of KinderCare's pricing model is seen as a crucial driver for organic EBIT growth based on long-duration and fairly recurring revenue.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析师Toni Kaplan上调$KinderCare Learning Companies (KLC.US)$至买入评级，维持目标价30美元。
根据TipRanks数据显示，该分析师近一年总胜率为58.2%，总平均回报率为3.5%。
此外，综合报道，$KinderCare Learning Companies (KLC.US)$近期主要分析师观点如下：
KinderCare Learning最近股价下跌被视为一个有吸引力的入场点。该公司股价在一个月内下跌了28%，主要受竞争对手的收入报告影响，该报告显示最近一个季度和未来前景中营业收入放缓，最近选举结果引入了一定程度的不确定性，因为公司对政府补贴存在相当大的暴露，并且公司自身的盈利公告缺乏进一步指导。分析师认为市场反应过度严厉，指出KinderCare的基础业务基本没有改变。
在他们的第三季度业绩之后，公司调整后的EBITDA超过了预期，主要是由于学费注册费用的变化和某些时机优势。此外，管理层在最近的看涨中重申了2024年及以后的指导意见。作为美国最大的托儿服务提供商，该公司预计会从其规模中获得优势，特别是在招聘教师和招收儿童方面。
KinderCare Learning有望在2026年通过保持合理的执行提供有利的风险/回报。根据长期和相当持续的营业收入，KinderCare的定价模型的维持被视为有机EBIt增长的关键驱动因素。
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