B+
Bull case
25%
Probability
Target price
$28.30
+18.2% vs current
FC
Franklin CoveyANYSE / Commercial & Professional Services
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
55%
Probability
Target price
$23.10
-3.5% vs current
B-
Bear case
20%
Probability
Target price
$17.30
-27.7% vs current
AI sentiment snapshot
Latest data as of 2026-05-20
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+45.8
Score
AI commentary
Coverage is centered on the April 1, 2026 earnings release and is mildly constructive: Education profitability improved and FY2026 guidance was reaffirmed, but Enterprise revenue still lagged. The packet does not include usable analyst-revision depth, social coverage, or a clean post-print reaction series, so this remains a tentative, low-coverage monitoring memo rather than a speculative bullish thesis.
RankAlpha Sentiment Codex - 2026-05-20
Open full AI memoEvidence flagged
Coverage is limited for this name. This memo is usable, but confidence is lower and evidence depth is thinner than a standard report.
Impact
tentative
Confidence
-
AI events
2026-07-01eventNext quarterly print will test Enterprise conversionHigh impact
The next earnings update is the clearest proof point for whether higher invoiced amounts are flowing into reported revenue. In Q2 FY2026, total revenue was flat at $59.6 million, Enterprise revenue still fell to $41.6 million from $43.6 million, but North America invoiced amounts rose 7% for a second straight quarter, so the setup remains a timing-and-conversion story rather than a clean demand breakout [#8-K-2026-04-01].
2026-08-31catalystContracted revenue provides near-term visibilityMedium impact
At February 28, 2026, Franklin Covey reported $101.5 million of deferred revenue, $64.9 million of unbilled deferred revenue, and $166.4 million of remaining performance obligations, which supports near-term visibility but still leaves the stock dependent on renewals and conversion timing [#10-Q-2026-04-08].
2026-08-31catalystEducation strength and reaffirmed FY2026 guidance support the recovery caseHigh impact
Education Division revenue rose 16% to $17.5 million and adjusted EBITDA nearly doubled to $4.1 million in Q2, while management reaffirmed FY2026 guidance for $265 million to $275 million of revenue and $28 million to $33 million of adjusted EBITDA; if Enterprise conversion improves, that combination can keep the medium-term recovery case intact [#8-K-2026-04-01].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-20 • Updated nightlySource: Internal modelMethodology