UBS Begins Coverage of Laureate Education with a Buy Rating
- UBS Coverage Initiation: UBS has started coverage of Laureate Education.
- Investment Rating and Target: The firm has assigned a Buy rating with a price target of $35.
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First Sabrepoint Capital Reduces Stake in Laureate Education
- Stake Reduction Details: First Sabrepoint Capital sold 300,000 shares of Laureate Education in Q4 2025 for an estimated $9.26 million, indicating a potential shift in confidence towards the company.
- Asset Management Shift: Following the sale, Laureate Education now represents 6.4% of First Sabrepoint's assets under management, reflecting a decrease in its relative importance within the investment portfolio.
- Company Performance Metrics: Laureate Education's stock price surged 70.8% over the past year, with a 9% revenue growth to $400.2 million in Q3, highlighting steady demand in its core markets.
- Future Outlook: Despite the reduction, Laureate maintains strong cash flow and a flexible balance sheet, with future growth hinging on enrollment increases and market stability, suggesting that management's cautious trimming could be a prudent investment strategy.
First Sabrepoint Capital Reduces Stake in Laureate Education
- Stake Reduction: First Sabrepoint Capital Management sold 300,000 shares of Laureate Education in Q4 2025 for an estimated $9.26 million, reflecting the company's strategic response to market fluctuations.
- Position Value Decline: The quarter-end position value for Laureate Education stood at $16.84 million, down $8.40 million from the previous period, indicating the dual impact of trading activity and share price movements.
- Asset Allocation Adjustment: Laureate Education now accounts for 6.5% of the fund's AUM, and while the stake was reduced, it remains a significant holding, suggesting a rebalancing strategy rather than a complete divestment.
- Future Outlook: Despite the reduction, Laureate Education achieved a 9% revenue growth in Q3 2023, with full-year revenue guidance reaching up to $1.686 billion, highlighting sustained demand and growth potential in the Latin American markets.
Laureate Education Leads Year-to-Date Performance in Educational Services Stocks
Consumer Discretionary Sector Performance: The S&P 500 consumer discretionary sector has underperformed the broader market in 2025, with a year-to-date gain of +7.2%, making it the eighth best performing sector among 11 major sectors.
Top Educational Services Stocks: Laureate Education leads the educational services stocks with a remarkable YTD performance of +83.00%, followed by Graham Holdings and TAL Education, while Duolingo has the lowest performance at -43.59%.
Quant Ratings Overview: The top educational stocks have varying quant ratings, with Laureate Education rated as a "Buy" at 3.89, while Duolingo is rated as a "Hold" at 2.95, indicating a mix of investment potential across the sector.
Consumer Discretionary ETFs: Several consumer discretionary ETFs, including XLY, VCR, and FXD, are highlighted, suggesting a range of investment options within the sector for potential growth and risk management.
Validea's Leading Consumer Discretionary Stocks According to Joel Greenblatt - December 16, 2025
Top Rated Consumer Discretionary Stocks: The article highlights top-rated Consumer Discretionary stocks according to Validea's Earnings Yield Investor model, focusing on companies with high return on capital and earnings yields.
Garrett Motion Inc (GTX): This mid-cap value stock in the Auto & Truck Parts industry received a 90% rating based on its fundamentals and valuation, indicating strong interest according to Joel Greenblatt's strategy.
Lululemon Athletica Inc (LULU): A large-cap value stock in the Apparel/Accessories industry, Lululemon also scored 90% based on its underlying fundamentals and valuation, reflecting strong interest.
Laureate Education Inc (LAUR) and PDD Holdings Inc (PDD): Laureate, a mid-cap growth stock in the Schools industry, received a 60% rating, while PDD, a large-cap value stock in the Retail (Specialty) industry, also scored 60%, indicating less interest compared to the other stocks mentioned.
UBS Reiterates Buy Rating for Laureate Education and Increases Price Target to $36
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Exclusive Content: Subscribers gain access to unique stories and insights generated by Benzinga reporters.
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Market Winning Tools: The platform is designed to help traders win in the markets every day with accurate stock market intelligence.
Laureate Education Inc to Hold Q3 2025 Earnings Conference Call at 8:30 AM ET
Conference Call Announcement: Laureate Education Inc (LAUR) will hold a conference call on October 30, 2025, at 8:30 AM ET to discuss its Q3 25 earnings results.
Webcast Access: The live webcast for the conference call can be accessed at https://edge.media-server.com/mmc/p/a38qvgwj/.
Author's Views: The opinions expressed in the announcement are those of the author and do not necessarily represent the views of Nasdaq, Inc.
Earnings Discussion: The conference call will focus on the financial performance of Laureate Education for the third quarter of 2025.
First Sabrepoint Capital Reduces Stake in Laureate Education
- Stake Reduction Details: First Sabrepoint Capital sold 300,000 shares of Laureate Education in Q4 2025 for an estimated $9.26 million, indicating a potential shift in confidence towards the company.
- Asset Management Shift: Following the sale, Laureate Education now represents 6.4% of First Sabrepoint's assets under management, reflecting a decrease in its relative importance within the investment portfolio.
- Company Performance Metrics: Laureate Education's stock price surged 70.8% over the past year, with a 9% revenue growth to $400.2 million in Q3, highlighting steady demand in its core markets.
- Future Outlook: Despite the reduction, Laureate maintains strong cash flow and a flexible balance sheet, with future growth hinging on enrollment increases and market stability, suggesting that management's cautious trimming could be a prudent investment strategy.
First Sabrepoint Capital Reduces Stake in Laureate Education
- Stake Reduction: First Sabrepoint Capital Management sold 300,000 shares of Laureate Education in Q4 2025 for an estimated $9.26 million, reflecting the company's strategic response to market fluctuations.
- Position Value Decline: The quarter-end position value for Laureate Education stood at $16.84 million, down $8.40 million from the previous period, indicating the dual impact of trading activity and share price movements.
- Asset Allocation Adjustment: Laureate Education now accounts for 6.5% of the fund's AUM, and while the stake was reduced, it remains a significant holding, suggesting a rebalancing strategy rather than a complete divestment.
- Future Outlook: Despite the reduction, Laureate Education achieved a 9% revenue growth in Q3 2023, with full-year revenue guidance reaching up to $1.686 billion, highlighting sustained demand and growth potential in the Latin American markets.
Laureate Education Leads Year-to-Date Performance in Educational Services Stocks
Consumer Discretionary Sector Performance: The S&P 500 consumer discretionary sector has underperformed the broader market in 2025, with a year-to-date gain of +7.2%, making it the eighth best performing sector among 11 major sectors.
Top Educational Services Stocks: Laureate Education leads the educational services stocks with a remarkable YTD performance of +83.00%, followed by Graham Holdings and TAL Education, while Duolingo has the lowest performance at -43.59%.
Quant Ratings Overview: The top educational stocks have varying quant ratings, with Laureate Education rated as a "Buy" at 3.89, while Duolingo is rated as a "Hold" at 2.95, indicating a mix of investment potential across the sector.
Consumer Discretionary ETFs: Several consumer discretionary ETFs, including XLY, VCR, and FXD, are highlighted, suggesting a range of investment options within the sector for potential growth and risk management.
Validea's Leading Consumer Discretionary Stocks According to Joel Greenblatt - December 16, 2025
Top Rated Consumer Discretionary Stocks: The article highlights top-rated Consumer Discretionary stocks according to Validea's Earnings Yield Investor model, focusing on companies with high return on capital and earnings yields.
Garrett Motion Inc (GTX): This mid-cap value stock in the Auto & Truck Parts industry received a 90% rating based on its fundamentals and valuation, indicating strong interest according to Joel Greenblatt's strategy.
Lululemon Athletica Inc (LULU): A large-cap value stock in the Apparel/Accessories industry, Lululemon also scored 90% based on its underlying fundamentals and valuation, reflecting strong interest.
Laureate Education Inc (LAUR) and PDD Holdings Inc (PDD): Laureate, a mid-cap growth stock in the Schools industry, received a 60% rating, while PDD, a large-cap value stock in the Retail (Specialty) industry, also scored 60%, indicating less interest compared to the other stocks mentioned.
UBS Reiterates Buy Rating for Laureate Education and Increases Price Target to $36
Real-time Intelligence: Benzinga Pro offers the fastest news alerts for traders to stay updated on market movements.
Exclusive Content: Subscribers gain access to unique stories and insights generated by Benzinga reporters.
Community of Traders: Over 10,000 serious traders are part of the Benzinga Pro community, enhancing their trading strategies.
Market Winning Tools: The platform is designed to help traders win in the markets every day with accurate stock market intelligence.
Laureate Education Inc to Hold Q3 2025 Earnings Conference Call at 8:30 AM ET
Conference Call Announcement: Laureate Education Inc (LAUR) will hold a conference call on October 30, 2025, at 8:30 AM ET to discuss its Q3 25 earnings results.
Webcast Access: The live webcast for the conference call can be accessed at https://edge.media-server.com/mmc/p/a38qvgwj/.
Author's Views: The opinions expressed in the announcement are those of the author and do not necessarily represent the views of Nasdaq, Inc.
Earnings Discussion: The conference call will focus on the financial performance of Laureate Education for the third quarter of 2025.
