Laureate Education (LAUR) AI Stock Analysis

Company Guidance

Laureate reaffirmed 2026 guidance for total enrollments to be in the range of 518 thousand to 523 thousand students, reflecting growth of 4% to 5% versus 2025; revenues to be in the range of $1.92 billion to $1.93 billion, reflecting growth of 13% on an as reported basis and growth of 6% to 7% on a constant currency basis versus 2025; adjusted EBITDA to be in the range of $593 million to $599 million, reflecting growth of 14 to 15% on an as reported basis and 8% to 9% on a constant currency basis versus 2025; adjusted EBITDA margins to increase approximately 50 basis points at the midpoint of guidance on a reported basis; adjusted EBITDA to unlevered free cash flow conversion of approximately 50% on a reported basis; and adjusted earnings per share guidance of $2.04 to $2.10 per share, reflecting growth of 19% to 22% versus 2025 on a reported basis, based on a weighted average share count of approximately 139 million shares. Fourth quarter 26 guidance includes an expected $20 million of unfavorable intra year academic calendar timing, with revenue in the range of $546 million to $556 million and adjusted EBITDA in the range of $198 million to $204 million. The current FX level holding implies the mid, FX improving implies the high end, and FX weakening implies the low end; margins are expected to expand on average around 30 to 50 basis points per year going forward, with 2 additional campuses opening in 2027 and new campus openings expected to accelerate in 2028.