D2L stock analysis
D2L (DTLIF) Stock Price & Analysis
DTLIF Stock Chart & Stats
- Day’s Range
- $8.45 - $8.45
- 52-Week Range
- $5.42 - $12.49
- Previous Close
- $8.47
- Volume
- N/A
- Average Volume (3M)
- 1,544
- Market Cap
- $445.67M
- Enterprise Value
- $371.60M
- Total Cash (Recent Filing)
- $106.40M
- Total Debt (Recent Filing)
- $10.75M
- Price to Earnings (P/E)
- 292.8
- Beta
- 1.35
- Next Earnings
- Dec 09, 2026 (Est.)
- EPS Estimate
- 0.1
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Core-market Recurring Growth
Double-digit ARR growth across higher education and corporate markets, which generate more than 90% of revenue, indicates durable product demand beyond the pressured K-12 segment. Repeated growth and rising competitive win rates support customer retention, expansion, and a stronger recurring-revenue base.
AI And Platform Expansion
Meaningful Lumi ARR and high attachment in new higher-education deployments show that D2L is extending its platform with commercially relevant AI capabilities. This can deepen customer relationships, support new wins, and create additional expansion opportunities as adoption broadens.
Strong Cash Generation
The sharp improvement in free cash flow strengthens D2L's ability to fund product development, sales investments, and disciplined acquisitions internally. Better cash conversion also improves resilience and capital-allocation flexibility while reducing reliance on external financing.
Bears Say
Slowing Revenue Growth
Lowered guidance and a 5%-6% growth outlook indicate that near-term expansion has moderated from prior expectations. Slower revenue growth can reduce operating leverage, make investments harder to absorb, and place greater pressure on management to convert pipeline and platform momentum into sales.
K-12 Churn And Spending Pressure
Elevated K-12 churn and weaker sector spending have already affected reported growth and may constrain renewals and new bookings until the portfolio stabilizes. Although K-12 is less than 10% of revenue, continued weakness can dilute consolidated momentum and consume management attention.
Compressed Profitability
The sharp decline in net margin and return on equity shows that recent revenue is producing materially less bottom-line profit than in earlier periods. This weakens earnings durability, limits internal compounding, and increases sensitivity to operating costs, investments, and other non-recurring impacts.
D2L News
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D2L Stock Smart Score
Company Description
D2L
D2L Inc. provides cloud-based learning software for higher education institutions, kindergarten to grade 12 schools and districts, and private sector enterprises in Canada, the United States, and internationally. The company provides personalized, flexible and modern learning experiences for people of all ages. It offers core cloud-based learning innovation platform, Brightspace, serves three distinct markets, such as kindergarten to grade 12 schools (K-12), higher education, and corporate markets. In addition, the company provides performance+, advanced analytics package, achievement+, and creator+ easy-to-use authoring tools; performance+ advanced analytics package, achievement+, which streamlines achievement reporting on learning outcomes reporting; and Course Merchant, a digital storefront that enables institutions to sell courses directly to learners. Further, it offers Lumi, a human-centered artificial intelligence; and D2L Link that enables seamless connections and streamlined automations with student information systems, customer information management systems, human resource systems and other systems. It sells its platform primarily through direct sales in North America, Europe, and Australia, as well as through direct and indirect channel partners. The company was founded in 1999 and is headquartered in Kitchener, Canada.
- Sector
- Technology
- Industry
- Software - Application
- CEO
- John Baker
- Employees
- 1,000
- Website
- www.d2l.com
- Address
- 137 Glasgow Street, Kitchener, ON, N2G 4X8, CA
D2L (DTLIF) Earnings & Revenues
DTLIF Earnings Call
Earnings Call SentimentPositive
The call was predominantly positive: core higher education and corporate markets delivered more than 10% ARR growth, bookings and win rates were healthy, international expansion and AI adoption were progressing, cash generation was strong, and the company maintained EBITDA guidance. These positives were partly offset by U.S. K-12 churn, a delayed large deployment, softer advisory services demand, foreign exchange pressure, lower revenue guidance, and a quarterly net loss. Management expressed confidence that the principal K-12 headwind is behind the company and that growth and profitability will improve in the second half of fiscal 2027.
View all DTLIF earnings summariesDTLIF Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 3 | 5 |
| Technical Analysis | 2 | 3 | 5 |
| Moving Averages | 12 | 0 | 0 |
