Global IMC's Exit from Adtalem: Global IMC sold all 50,933 shares of Adtalem Global Education in Q3, marking a full exit from a position previously valued at approximately $6.48 million.
Adtalem's Financial Performance: Adtalem reported a revenue increase of 10.8% year-over-year to $462.3 million, with adjusted EPS rising 35.7% to $1.75, despite a subsequent drop in share price due to market concerns.
Market Context: Adtalem's stock had surged nearly 70% earlier in the year but faced scrutiny leading to Global IMC's decision to liquidate its position, indicating a shift in investor sentiment.
Company Overview: Adtalem Global Education provides diverse postsecondary education and workforce solutions, focusing on healthcare and professional degrees, and operates multiple institutions to meet industry demands.
Wall Street analysts forecast ATGE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ATGE is 163.67 USD with a low forecast of 158.00 USD and a high forecast of 170.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
Wall Street analysts forecast ATGE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ATGE is 163.67 USD with a low forecast of 158.00 USD and a high forecast of 170.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 118.200
Low
158.00
Averages
163.67
High
170.00
Current: 118.200
Low
158.00
Averages
163.67
High
170.00
Baird
Outperform -> NULL
downgrade
$169 -> $163
2025-10-31
Reason
Baird
Price Target
$169 -> $163
AI Analysis
2025-10-31
downgrade
Outperform -> NULL
Reason
Baird lowered the firm's price target on Adtalem Global Education to $163 from $169 and keeps an Outperform rating on the shares. The firm updated its model following Q3 results which saw guidance held despite execution missteps pressuring Chamberlain post licensure.
Barrington
NULL
to
Outperform
maintain
$150 -> $170
2025-10-15
Reason
Barrington
Price Target
$150 -> $170
2025-10-15
maintain
NULL
to
Outperform
Reason
Barrington raised the firm's price target on Adtalem Global Education to $170 from $150 and keeps an Outperform rating on the shares ahead of the fiscal Q1 report on October 30. Demand for healthcare professionals, which represents 90% of Adtalem's enrollment, will continue to outpace supply for the foreseeable future, the analyst tells investors in a research note.
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Barrington
Alexander Paris
Outperform
maintain
$140 -> $150
2025-08-08
Reason
Barrington
Alexander Paris
Price Target
$140 -> $150
2025-08-08
maintain
Outperform
Reason
Barrington analyst Alexander Paris raised the firm's price target on Adtalem Global Education to $150 from $140 and keeps an Outperform rating on the shares after the company reported Q4 results that "significantly topped expectations" and gave initial FY26 guidance that was also "well ahead of the consensus." Given Adtalem's focus on nursing and healthcare, the firm believes shares deserves a premium multiple as it expects demand for healthcare professionals will continue to outpace supply "for the foreseeable future."
Baird
Jeffrey Meuler
Outperform
maintain
$143 -> $169
2025-08-08
Reason
Baird
Jeffrey Meuler
Price Target
$143 -> $169
2025-08-08
maintain
Outperform
Reason
Baird analyst Jeffrey Meuler raised the firm's price target on Adtalem Global Education to $169 from $143 and keeps an Outperform rating on the shares. The firm updated its model following Q2 results and 2026 guidance which was above consensus with strong growth.
About ATGE
Adtalem Global Education Inc. is a provider of healthcare education in the United States, preparing a diverse workforce with academic programs. Its healthcare programs include nursing, medicine, veterinary medicine, social and behavioral sciences and more. Its segments include Chamberlain, Walden, and Medical and Veterinary. Chamberlain segment offers degree and certificate programs in the nursing and health professions postsecondary education industry. Walden segment offers degree and certificate programs, including those in nursing, education, counseling, business, psychology, public health, social work and human services, public administration and public policy, and criminal justice. Medical and Veterinary segment offers degree and certificate programs in the medical and veterinary postsecondary education industry. This segment includes American University of the Caribbean School of Medicine, Ross University School of Medicine, and Ross University School of Veterinary Medicine.
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.
