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:
KinderCare Learning's stock has seen a significant decline of 28% this month. Factors contributing to this downturn include a less favorable earnings report from competitor Bright Horizons Family Solutions, which showed slowing revenue growth. Furthermore, the recent election outcomes have introduced potential uncertainties due to KinderCare's considerable exposure to government subsidies. Despite this, analysts believe the market reaction may be exaggerated as KinderCare's fundamental business aspects remain largely stable.
After KinderCare Learning's Q3 results, the company's adjusted EBITDA exceeded expectations, attributed to changes in tuition registration fees and certain timing advantages. The management also reaffirmed its outlook for 2024 and beyond during their discussion. Being the largest childcare provider in the U.S., KinderCare stands to gain from its scale in recruiting both teachers and children.
The notable drop in shares, contrasted by stable forecasts, is cited as a reason for a positive outlook on KinderCare Learning. As long as execution remains solid, KinderCare presents an appealing risk/reward scenario based on projections for 2026. The intact pricing model is seen as a crucial driver of organic EBIT growth, supported by its long-duration and fairly recurring revenue.
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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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摩根士丹利分析師Toni Kaplan上調$KinderCare Learning Companies (KLC.US)$至買入評級，維持目標價30美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.2%，總平均回報率為3.5%。
此外，綜合報道，$KinderCare Learning Companies (KLC.US)$近期主要分析師觀點如下：
KinderCare Learning的股票本月大幅下跌了28％。導致這種低迷的因素包括競爭對手Bright Horizons Family Solutions不太樂觀的收益報告，該報告顯示收入增長放緩。此外，由於KinderCare大量獲得政府補貼，最近的選舉結果帶來了潛在的不確定性。儘管如此，分析師認爲，由於KinderCare的基本業務方面基本保持穩定，市場的反應可能被誇大了。
在KinderCare Learning公佈第三季度業績之後，該公司調整後的息稅折舊攤銷前利潤超出了預期，這要歸因於學費註冊費的變化和某些時機優勢。管理層還在討論中重申了對2024年及以後的展望。作爲美國最大的托兒服務提供商，KinderCare在招募教師和兒童方面將從其規模中獲益。
與穩定的預測形成鮮明對比的是，股價的顯著下跌被認爲是KinderCare Learning前景樂觀的原因。只要執行力保持穩定，KinderCare就會根據2026年的預測提出一個有吸引力的風險/回報情景。完整的定價模型被視爲息稅前利潤有機增長的關鍵驅動力，這得益於其長期和相當經常性的收入。
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