LAUR

Rating buyAI Memo

Laureate Education

As of 2026-02-20/Confidence medium

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Data freshness

AI Memo

As of 2026-02-20 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

buy

Confidence

medium

Horizon

—

Key catalyst

Analyst coverage and target updates • 2026-05-21

Expected move: +16%

Biggest risk

Sustained enrollment weakness, regulatory setbacks, or margin compression trigger multiple contraction and push valuation toward or below the bear target.

Invalidation

Break below $25 or thesis failure.

What would change my mind?

Successful international enrollment recovery and margin expansion, combined with positive analyst revisions, drive multiple expansion toward the consensus high and push price toward the bull target within 12 months.

Research note

Recommendation

buy

Confidence

medium

As of

2026-02-20

Base target

$37

p=60%

Bull target

$45

p=20%

Bear target

$25

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Next quarterly earnings (enrollment readthrough)
International expansion and margin recovery
Successful international enrollment recovery and margin expansion, combined with positive analyst revisions, drive multiple expansion toward the consensus high and push price toward the bull target within 12 months.

BearKey bullets

Currency and emerging-market macro shocks
Intense competition from low-cost digital providers
Lower-than-expected enrollment growth

WatchKey bullets

Analyst coverage and target updates

Summary

High-level snapshot

Recommendation

buy

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $37 (p=60%)

Bull/Bear spread: +41% / -22%

Vs latest close: Bull +41% · Base +16% · Bear -22%

Scenario probabilities

Bull Target: $45 (p=20%)Base Target: $37 (p=60%)Bear Target: $25 (p=20%)

Commentary

Consensus median targets sit modestly above the anchor, signaling cautious upside. Wide high/low dispersion reflects divergent views on enrollment recovery and keeps short-term volatility elevated; sentiment is constructive but conditional on execution and enrollment stability [#SERP-6][#SERP-1]

As of 2026-02-20 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Bear Case

Sustained enrollment weakness, regulatory setbacks, or margin compression trigger multiple contraction and push valuation toward or below the bear target.

Drivers

Scannable catalysts and supporting factors

Next quarterly earnings (enrollment readthrough)
International expansion and margin recovery

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-02-20Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$36.96

Range (USD)

$17.91 - $45.15

Count

Query: Laureate Education Inc Common (LAUR) analyst consensus price target high low average

Laureate Education Inc Consensus Estimates (LAUR)
Search result #1
48. The highest analyst price target is USD43, and the lowest is USD32. What Is LAUR's Potential Upside or Downside, Based ...
Extracted: $43.00, $32.00Open source
Laureate Education, Inc.: Target Price Consensus and Analysts ...
Search result #2
Laureate Education, Inc. analysts consensus, targets, ratings and recommendations | Nasdaq: LAUR | Nasdaq.
Open source
Laureate Education Inc (LAUR) Stock Forecast, Price ... - TipRanks
Search result #3
The average price target is $39.50 with a high forecast of $40.00 and a low forecast of $39.00. The average price target represents a 13.67% change from the ...
Extracted: $39.50, $40.00, $39.00Open source
Laureate Education (LAUR) Price Targets
Search result #4
The forecasts range from a low of $32.00 to a high of $43.00. The average price target represents an increase of 9.35% from the last closing price of $34.75.
Extracted: $32.00, $43.00, $34.75Open source
LAUR / Laureate Education, Inc. (NasdaqGS) - Forecast, Price ...
Search result #5
The average one-year price target for Laureate Education, Inc. is $38.93. The forecasts range from a low of $32.32 to a high of $45.15. Read More.
Extracted: $38.93, $32.32, $45.15Open source
LAUR | Laureate Education Inc. Analyst Estimates - MarketWatch
Search result #6
Stock Price Targets. High, $43.00. Median, $39.00. Low, $36.00. Average, $39.40. Current Price, $33.92. Yearly Numbers. Estimates. LAUR will report 2025 ...
Extracted: $43.00, $39.00, $36.00, $39.40, $33.92Open source

Scenarios

Bull Target (Scenario probability)

$45 / p=20% prob

Base Target (Scenario probability)

$37 / p=60% prob

Bear Target (Scenario probability)

$25 / p=20% prob

Price $32 as of 2026-05-29

Nearest Scenario: Base (∆ 16%)

Targets vs latest close: Bull +41% · Base +16% · Bear -22%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-05-21
Analyst coverage and target updates
Consensus target revisions after earnings or material updates can re-rate the stock; dispersion in analyst views creates re-pricing opportunities [#SERP-1][#SERP-9]
Prob 50.00% • Move 10.00% • Priced-in 30.00%

Short-term Catalysts

Next few weeks

Next quarterly earnings (enrollment readthrough)
2026-05-21
Quarterly results will reveal enrollment and margin trends and typically trigger analyst target revisions; expect near-term price sensitivity to beats/misses [#SERP-6][#SERP-1]
Prob 65% • Move 7% • Priced-in 40%

Long-term Catalysts

Months to a year

International expansion and margin recovery
2027-02-20
Sustained enrollment gains in international markets and operating-leverage improvements could support durable multiple expansion over 12+ months [#SERP-5][#SERP-1]
Prob 45% • Move 25% • Priced-in 20%

Risks

Currency and emerging-market macro shocks
Intense competition from low-cost digital providers
Lower-than-expected enrollment growth
Regulatory/accreditation actions in key jurisdictions

Peers

Symbol	Summary
CHGG	Large consumer-focused online learning platform; relevant for digital-enrollment and subscription trends.
ATGE	Workforce and postsecondary educator; operationally comparable on enrollment sensitivity and tuition-driven revenue.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Laureate Education Inc Common (LAUR) analyst consensus price target high low average
Analysis date: 2026-02-20

AI Stock Memo: LAUR - Laureate Education - RankAlpha