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BFAM

Bright Horizons Family SolutionsA
NYSE / Consumer Services
Last Price
Quote time unavailable
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Current thesis
Strong Back-up Care growth, sustained employer-sponsored demand, and improving operating efficiency could support earnings growth and upside toward the reported median analyst target.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +13.3.
What can break
Analyst revisions, consensus surprise data, and post-earnings market reaction are unavailable.
Momentum
30
Value
57
Sentiment
80
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $71.80 · Bull $89.40 · Bear $68.20Analysis 2026-08-09; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-08 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-09 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-08

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-08. Definitions

Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $89.44
Why
Momentum30 · Δ7d +6.1
Value57 · Δ7d 0.0
Sentiment80 · Δ7d +13.3
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta +13.3.

Contradictions & invalidation

  • • Analyst revisions, consensus surprise data, and post-earnings market reaction are unavailable.
  • • Center impairments and further closures could pressure operating income.
  • • GAAP earnings pressure, center impairments, closures, higher interest and tax costs, and the deterministic negative return prior argue for caution.

Catalyst clock

2026-07-30

Q2 2026 earnings and guidance update

Lead driver: Sentiment · See AI snapshot
Momentum
30
9% active weight
Current posture
7d trendImproving
Δ7d
+6.1
Δ21d
-4.6
Value
57
28% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
-2.6
Sentiment
80
62% active weight
Current posture
7d trendImproving
Δ7d
+13.3
Δ21d
+2.0
Why this grade

Composite grade A. Momentum 29.5 / Value 57.3 / Sentiment 80.2

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-09. Scenario method

B+
Bull case
20%
Probability
Target price
$89.40
Analysis reference price unavailable
Analysis 2026-08-09 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$71.80
Analysis reference price unavailable
Analysis 2026-08-09 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$68.20
Analysis reference price unavailable
Analysis 2026-08-09 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$3.42B
Beta
1.40
Shares Out
48.64M
P/E (TTM)
29.6
P/S (TTM)
2.02
P/FCF (TTM)
25.03
Rev YoY
+6.5%
EPS YoY
-17.3%
Gross Margin
+23.7%
Op Margin
+10.9%
Net Debt
$1.6B
Current Ratio
0.48
As of 2026-09-08 • Updated nightlySource: Internal modelMethods & Data