Needham Increases Stake in Lincoln Educational Services
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: Fool
- Stake Increase: Needham Investment Management increased its stake in Lincoln Educational Services by 152,500 shares in Q1 2026, representing an estimated $4.80 million trade, indicating confidence in the company's growth prospects.
- Quarterly Performance Boost: Lincoln Educational Services reported a 22.5% year-over-year revenue increase to $144 million in Q1, with net income more than doubling to $4.4 million, reflecting strong demand in the vocational education sector.
- Outstanding Market Performance: The stock price of Lincoln Educational Services surged nearly 100% over the past year, significantly outperforming the S&P 500's 28% increase, showcasing investor confidence in its business model and market outlook.
- Optimistic Future Outlook: The company raised its full-year revenue guidance to between $590 million and $600 million, with adjusted EBITDA projected at $76 million to $80 million, indicating management's confidence in sustained growth.
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Analyst Views on LINC
Wall Street analysts forecast LINC stock price to fall
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 47.580
Low
26.00
Averages
27.00
High
28.00
Current: 47.580
Low
26.00
Averages
27.00
High
28.00
About LINC
Lincoln Educational Services Corporation is a provider of diversified career-oriented post-secondary education solutions. The Company offers recent high school graduates and working adults career-oriented programs in skilled trades, automotive technology, health sciences and information technology. Its information technology includes culinary and aesthetics and information technology programs. It operates approximately 22 campuses in 12 states. The schools operate under the brands Lincoln Technical Institute, Lincoln College of Technology and Nashville Auto Diesel College. The Company operates through two segments: Campus Operations and Transitional. The Campus Operations segment includes campuses that are continuing in operation and contribute to the Company’s core operations and performance. The Transitional segment refers to campuses that are marked for closure and are currently being taught out. It has approximately 17,046 students enrolled on 22 campuses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Needham Increases Stake in Lincoln Educational Services
- Stake Increase: Needham Investment Management increased its stake in Lincoln Educational Services by 152,500 shares in Q1 2026, representing an estimated $4.80 million trade, indicating confidence in the company's growth prospects.
- Quarterly Performance Boost: Lincoln Educational Services reported a 22.5% year-over-year revenue increase to $144 million in Q1, with net income more than doubling to $4.4 million, reflecting strong demand in the vocational education sector.
- Outstanding Market Performance: The stock price of Lincoln Educational Services surged nearly 100% over the past year, significantly outperforming the S&P 500's 28% increase, showcasing investor confidence in its business model and market outlook.
- Optimistic Future Outlook: The company raised its full-year revenue guidance to between $590 million and $600 million, with adjusted EBITDA projected at $76 million to $80 million, indicating management's confidence in sustained growth.
See More
Needham Increases Stake in Lincoln Educational Services
- Stake Increase: Needham Investment Management increased its stake in Lincoln Educational Services by 152,500 shares in Q1 2026, with an estimated transaction value of $4.80 million, reflecting confidence in the company's growth prospects.
- Market Value Growth: The fund's quarter-end position value rose by $24.80 million, indicating a strong market response driven by both trading activity and share price appreciation, showcasing robust investor sentiment towards Lincoln Educational.
- Strong Performance: Lincoln Educational reported a 22.5% year-over-year revenue increase to $144 million in Q1, with net income more than doubling to $4.4 million, highlighting strong demand in the vocational education sector and significant market potential.
- Optimistic Outlook: Management raised full-year revenue guidance to $590 million to $600 million and adjusted EBITDA expectations to $76 million to $80 million, demonstrating confidence in future growth and strategic planning.
See More
Nicholas Investment Partners Acquires Stake in Lincoln Educational Services
- New Position: Nicholas Investment Partners disclosed in its May 15, 2026 SEC filing that it acquired 459,509 shares of Lincoln Educational Services for an estimated $14.46 million, indicating confidence in the vocational training market.
- Stock Performance: As of May 14, 2026, Lincoln's shares were priced at $50.99, reflecting a 135% increase over the past year, significantly outperforming the S&P 500's 25% rise, showcasing the company's strong position in the education sector.
- Financial Growth: In the latest quarter, Lincoln reported a 22.5% year-over-year revenue increase to $144 million, while adjusted EBITDA surged 85% to $15.5 million, demonstrating ongoing improvements in enrollment and profitability.
- Long-Term Outlook: Management raised full-year revenue guidance to up to $600 million and adjusted EBITDA expectations to as much as $80 million, highlighting the company's strategic advantage in addressing labor shortages in technical and healthcare sectors.
See More
Lincoln Foundation for Education Secures Significant Donations
- Significant Donations: The Lincoln Foundation for Education received nearly $250,000 in first-quarter donations in 2026 from partners like Matco Tools and Delta Dental, which will fund scholarships and awards for Lincoln Tech students nationwide, significantly enhancing their career development opportunities.
- Industry Support: Matco Tools donated $100,000 specifically for Automotive, Collision Repair, and Diesel students, while Delta Dental contributed $75,000 for Dental Assistant students in Iselin, NJ, demonstrating strong industry support and investment in vocational education.
- Student Sensitivity Fund: Additional support from WM and 7x24 Exchange will benefit Lincoln's Student Sensitivity Fund, providing food assistance, transportation support, and help with essential school-related expenses, ensuring students are not hindered by financial pressures during their education, thus improving completion rates.
- Educational Mission: The Lincoln Foundation for Education aims to provide financial aid to individuals pursuing technical or vocational education, focusing on reducing student debt and fostering community and economic development, emphasizing the critical role of higher education in personal and societal transformation.
See More
Lincoln Educational Services Stock Hits All-Time High Following Strong Earnings
- Stock Surge: Lincoln Educational Services' stock reached $51.64 per share on Monday, marking a 15.4% increase from last Friday's close, reflecting strong market confidence in its impressive earnings report, even as it cooled to a 10% gain by 3 p.m. ET.
- Earnings Beat Expectations: The company reported Q1 sales of $144 million, a 23% year-over-year increase, significantly surpassing Wall Street's expectations of $135.7 million, with earnings per share doubling from $0.06 to $0.14, indicating a robust improvement in profitability.
- Increase in New Student Starts: The parent company of Lincoln Technical Institute and Lincoln College of Technology saw 5,500 new student enrollments in Q1, up from 4,600 a year ago, demonstrating the growing appeal of its vocational training programs and rising market demand.
- AI Opportunity Potential: Although management did not mention
See More
Lincoln Educational Services Stock Surges 15% After Strong Q1 Earnings Report
- Earnings Beat Expectations: Lincoln Educational Services reported Q1 2026 earnings of $0.14 per share, significantly surpassing Wall Street's expectation of $0.04, with sales rising 23% year-over-year to $144 million, indicating robust performance in the vocational training sector.
- Increase in Student Enrollment: The company saw new student starts rise to 5,500 in Q1, up from 4,600 a year earlier, reflecting sustained demand for training in electrical and HVAC skills, which strengthens its market position.
- Seizing Market Opportunities: With the rapid growth of AI infrastructure, Lincoln is strategically positioning itself to capitalize on this trend; although management did not mention data centers during the earnings call, the highlighted demand for electricians and HVAC technicians suggests a clear strategic direction.
- Impressive Stock Performance: Lincoln's stock reached an all-time high of $51.64 on Monday, and despite cooling to a 10% gain by the afternoon, it demonstrates strong investor confidence in the company's growth potential moving forward.
See More
Needham Increases Stake in Lincoln Educational Services
- Stake Increase: Needham Investment Management increased its stake in Lincoln Educational Services by 152,500 shares in Q1 2026, representing an estimated $4.80 million trade, indicating confidence in the company's growth prospects.
- Quarterly Performance Boost: Lincoln Educational Services reported a 22.5% year-over-year revenue increase to $144 million in Q1, with net income more than doubling to $4.4 million, reflecting strong demand in the vocational education sector.
- Outstanding Market Performance: The stock price of Lincoln Educational Services surged nearly 100% over the past year, significantly outperforming the S&P 500's 28% increase, showcasing investor confidence in its business model and market outlook.
- Optimistic Future Outlook: The company raised its full-year revenue guidance to between $590 million and $600 million, with adjusted EBITDA projected at $76 million to $80 million, indicating management's confidence in sustained growth.
See More
Needham Increases Stake in Lincoln Educational Services
- Stake Increase: Needham Investment Management increased its stake in Lincoln Educational Services by 152,500 shares in Q1 2026, with an estimated transaction value of $4.80 million, reflecting confidence in the company's growth prospects.
- Market Value Growth: The fund's quarter-end position value rose by $24.80 million, indicating a strong market response driven by both trading activity and share price appreciation, showcasing robust investor sentiment towards Lincoln Educational.
- Strong Performance: Lincoln Educational reported a 22.5% year-over-year revenue increase to $144 million in Q1, with net income more than doubling to $4.4 million, highlighting strong demand in the vocational education sector and significant market potential.
- Optimistic Outlook: Management raised full-year revenue guidance to $590 million to $600 million and adjusted EBITDA expectations to $76 million to $80 million, demonstrating confidence in future growth and strategic planning.
See More
Nicholas Investment Partners Acquires Stake in Lincoln Educational Services
- New Position: Nicholas Investment Partners disclosed in its May 15, 2026 SEC filing that it acquired 459,509 shares of Lincoln Educational Services for an estimated $14.46 million, indicating confidence in the vocational training market.
- Stock Performance: As of May 14, 2026, Lincoln's shares were priced at $50.99, reflecting a 135% increase over the past year, significantly outperforming the S&P 500's 25% rise, showcasing the company's strong position in the education sector.
- Financial Growth: In the latest quarter, Lincoln reported a 22.5% year-over-year revenue increase to $144 million, while adjusted EBITDA surged 85% to $15.5 million, demonstrating ongoing improvements in enrollment and profitability.
- Long-Term Outlook: Management raised full-year revenue guidance to up to $600 million and adjusted EBITDA expectations to as much as $80 million, highlighting the company's strategic advantage in addressing labor shortages in technical and healthcare sectors.
See More
Lincoln Foundation for Education Secures Significant Donations
- Significant Donations: The Lincoln Foundation for Education received nearly $250,000 in first-quarter donations in 2026 from partners like Matco Tools and Delta Dental, which will fund scholarships and awards for Lincoln Tech students nationwide, significantly enhancing their career development opportunities.
- Industry Support: Matco Tools donated $100,000 specifically for Automotive, Collision Repair, and Diesel students, while Delta Dental contributed $75,000 for Dental Assistant students in Iselin, NJ, demonstrating strong industry support and investment in vocational education.
- Student Sensitivity Fund: Additional support from WM and 7x24 Exchange will benefit Lincoln's Student Sensitivity Fund, providing food assistance, transportation support, and help with essential school-related expenses, ensuring students are not hindered by financial pressures during their education, thus improving completion rates.
- Educational Mission: The Lincoln Foundation for Education aims to provide financial aid to individuals pursuing technical or vocational education, focusing on reducing student debt and fostering community and economic development, emphasizing the critical role of higher education in personal and societal transformation.
See More
Lincoln Educational Services Stock Hits All-Time High Following Strong Earnings
- Stock Surge: Lincoln Educational Services' stock reached $51.64 per share on Monday, marking a 15.4% increase from last Friday's close, reflecting strong market confidence in its impressive earnings report, even as it cooled to a 10% gain by 3 p.m. ET.
- Earnings Beat Expectations: The company reported Q1 sales of $144 million, a 23% year-over-year increase, significantly surpassing Wall Street's expectations of $135.7 million, with earnings per share doubling from $0.06 to $0.14, indicating a robust improvement in profitability.
- Increase in New Student Starts: The parent company of Lincoln Technical Institute and Lincoln College of Technology saw 5,500 new student enrollments in Q1, up from 4,600 a year ago, demonstrating the growing appeal of its vocational training programs and rising market demand.
- AI Opportunity Potential: Although management did not mention
See More
Lincoln Educational Services Stock Surges 15% After Strong Q1 Earnings Report
- Earnings Beat Expectations: Lincoln Educational Services reported Q1 2026 earnings of $0.14 per share, significantly surpassing Wall Street's expectation of $0.04, with sales rising 23% year-over-year to $144 million, indicating robust performance in the vocational training sector.
- Increase in Student Enrollment: The company saw new student starts rise to 5,500 in Q1, up from 4,600 a year earlier, reflecting sustained demand for training in electrical and HVAC skills, which strengthens its market position.
- Seizing Market Opportunities: With the rapid growth of AI infrastructure, Lincoln is strategically positioning itself to capitalize on this trend; although management did not mention data centers during the earnings call, the highlighted demand for electricians and HVAC technicians suggests a clear strategic direction.
- Impressive Stock Performance: Lincoln's stock reached an all-time high of $51.64 on Monday, and despite cooling to a 10% gain by the afternoon, it demonstrates strong investor confidence in the company's growth potential moving forward.
See More
