Laureate Education, Inc. (LAUR)

NASDAQConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-10-23

$39.03+0.62%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Laureate Education, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q4
Revenue	—	558.41M
EPS	—	0.815
FY 2026 · Annual
Revenue	$1.92B–$1.93B	1.92B
EPS	$2.04–$2.1non-GAAP	2.118
EBITDA	$593M–$599Mnon-GAAP	—
FY 2027 · Annual
Revenue	—	2.05B
EPS	—	2.45

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Operational cash flow improvement	A supporting condition in Laureate Education, Inc.'s published investment case. The stated target is Operational cash flow improves or stabilizes above $60 million per quarter.	Improving	Operational cash flow falls below $50 million per quarter	Cash from operations: $101.276M FY2026-Q2; GAAP. Published target: Operational cash flow improves or stabilizes above $60 million per quarter. Target period is not explicitly aligned with this observation. Source published Jul 30, 2026101,276,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Earnings per share growth and profitability	The company raised full-year EPS guidance to about $2.04 per share.	Intact	EPS falls below $2.0 in FY26	Diluted EPS: $0.98 per share FY2026-Q2; GAAP. Published target: >= $2.0 EPS. Target period is not explicitly aligned with this observation. Source published Jul 30, 20260.98 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: e2dbf75d-4f72-441e-af6d-0b877877d12b. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Improvement in operating losses and cost management	A supporting condition in Laureate Education, Inc.'s published investment case. The stated target is Operating loss reduces toward prior levels or improves.	Improving	Operating loss worsens beyond $30 million per quarter	Operating income: $223.422M FY2026-Q2; GAAP. Published target: Operating loss reduces toward prior levels or improves. Target period is not explicitly aligned with this observation. Source published Jul 30, 2026223,422,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: e2dbf75d-4f72-441e-af6d-0b877877d12b. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Revenue growth driven by enrollment and campus expansion	A primary condition in Laureate Education, Inc.'s published investment case. The stated target is >= $1.89 billion annual revenue.	Intact	Annual revenue falls below $1.68 billion in FY26	Revenue: $615.863M FY2026-Q2; GAAP. Published target: >= $1.89 billion annual revenue. Target period is not explicitly aligned with this observation. Source published Jul 30, 2026615,863,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: e2dbf75d-4f72-441e-af6d-0b877877d12b. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS: comparable history unavailable.

FY2027 revenue$2.05B

$2.05B → $2.05B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	$2,046,563,150	3 / 6
2026-07-25	Unavailable	Unavailable	3 / 4
2026-07-26	Unavailable	$2,046,563,150	3 / 6
2026-07-27	Unavailable	$2,041,339,850	4 / 7
2026-07-28	Unavailable	$2,041,339,850	4 / 7
2026-07-29	Unavailable	$2,045,088,394	4 / 5
2026-07-30	Unavailable	$2,045,147,920	4 / 7
2026-07-31	Unavailable	$2,045,147,920	4 / 7
2026-08-01	Unavailable	$2,050,058,380	4 / 5
2026-08-02	Unavailable	$2,057,333,640	3 / 7
2026-08-03	Unavailable	$2,057,333,640	3 / 7
2026-08-04	Unavailable	$2,057,333,640	3 / 7
2026-08-05	Unavailable	$2,055,222,940	3 / 7
2026-08-06	Unavailable	$2,057,345,537	4 / 5
2026-08-07	Unavailable	$2,057,345,537	4 / 5
2026-08-08	Unavailable	$2,057,345,537	4 / 5
2026-08-09	Unavailable	$2,055,222,940	3 / 7
2026-08-10	Unavailable	$2,057,345,537	4 / 5
2026-08-12	Unavailable	$2,055,222,940	3 / 7
2026-08-13	Unavailable	$2,055,222,940	3 / 7
2026-08-14	Unavailable	$2,057,345,537	4 / 5
2026-08-15	Unavailable	$2,057,345,537	4 / 5
2026-08-16	Unavailable	$2,057,345,537	4 / 5
2026-08-17	Unavailable	$2,057,345,537	4 / 5
2026-08-18	Unavailable	$2,057,345,537	4 / 5
2026-08-19	Unavailable	$2,057,345,537	4 / 5
2026-08-20	Unavailable	$2,059,573,602	4 / 5
2026-08-21	Unavailable	$2,059,573,602	4 / 5
2026-08-22	Unavailable	$2,059,573,602	4 / 5
2026-08-23	Unavailable	$2,059,573,602	4 / 5
2026-08-24	Unavailable	$2,059,573,602	4 / 5
2026-08-25	Unavailable	$2,059,573,602	4 / 5
2026-08-26	Unavailable	$2,059,573,602	4 / 5
2026-08-27	Unavailable	$2,059,573,602	4 / 5
2026-08-28	Unavailable	$2,059,573,602	4 / 5
2026-08-29	Unavailable	$2,059,573,602	4 / 5
2026-08-30	Unavailable	$2,059,573,602	4 / 5
2026-08-31	Unavailable	$2,055,202,679	4 / 5
2026-09-01	Unavailable	$2,055,202,679	4 / 5
2026-09-02	Unavailable	$2,055,202,679	4 / 5
2026-09-03	Unavailable	$2,055,202,679	4 / 5
2026-09-04	Unavailable	$2,055,202,679	4 / 5
2026-09-05	Unavailable	$2,055,202,679	4 / 5
2026-09-06	Unavailable	$2,055,202,679	4 / 5
2026-09-07	Unavailable	$2,055,202,679	4 / 5
2026-09-08	Unavailable	$2,055,202,679	4 / 5
2026-09-09	Unavailable	$2,055,202,679	4 / 5
2026-09-10	Unavailable	$2,055,202,679	4 / 5
2026-09-11	Unavailable	$2,055,202,679	4 / 5
2026-09-12	Unavailable	$2,055,202,679	4 / 5
2026-09-13	Unavailable	$2,055,202,679	4 / 5
2026-09-14	Unavailable	$2,055,202,679	4 / 5
2026-09-15	Unavailable	$2,055,172,670	4 / 5
2026-09-16	Unavailable	$2,055,172,670	4 / 5
2026-09-17	Unavailable	$2,055,172,670	4 / 5
2026-09-18	Unavailable	$2,055,172,670	4 / 5
2026-09-19	Unavailable	$2,055,172,670	4 / 5
2026-09-20	Unavailable	$2,055,172,670	3 / 5
2026-09-21	Unavailable	$2,055,172,670	3 / 5
2026-09-22	Unavailable	$2,055,172,670	3 / 5
2026-09-23	Unavailable	$2,055,172,670	3 / 5
2026-09-24	Unavailable	$2,055,172,670	3 / 5
2026-09-25	Unavailable	$2,055,172,670	3 / 5
2026-09-26	Unavailable	$2,055,172,670	3 / 5
2026-09-27	Unavailable	$2,055,172,670	3 / 5
2026-09-28	Unavailable	$2,055,172,670	3 / 5
2026-09-29	Unavailable	$2,055,172,665	3 / 5
2026-09-30	Unavailable	$2,055,172,665	3 / 5
2026-10-01	Unavailable	$2,055,172,665	3 / 5
2026-10-02	Unavailable	$2,055,172,665	3 / 5
2026-10-03	Unavailable	$2,055,172,665	3 / 5
2026-10-04	Unavailable	$2,055,172,665	3 / 5
2026-10-05	Unavailable	$2,055,172,665	3 / 5
2026-10-06	Unavailable	$2,055,172,665	3 / 5
2026-10-07	Unavailable	$2,055,172,665	3 / 5
2026-10-08	Unavailable	$2,055,172,665	3 / 5
2026-10-09	Unavailable	$2,055,172,665	3 / 5
2026-10-10	Unavailable	$2,055,172,665	3 / 5
2026-10-11	Unavailable	$2,055,172,665	3 / 5
2026-10-12	Unavailable	$2,055,172,665	3 / 5
2026-10-13	Unavailable	$2,055,202,679	3 / 5
2026-10-14	Unavailable	$2,055,202,679	3 / 5
2026-10-15	Unavailable	$2,055,202,679	3 / 5
2026-10-16	Unavailable	$2,053,070,103	3 / 5
2026-10-17	Unavailable	$2,053,070,103	3 / 5
2026-10-18	Unavailable	$2,053,070,103	4 / 5
2026-10-19	Unavailable	$2,053,070,103	4 / 5
2026-10-20	Unavailable	$2,053,070,103	4 / 5
2026-10-21	Unavailable	$2,053,070,103	4 / 5
2026-10-22	Unavailable	$2,053,070,103	4 / 5
2026-10-23	Unavailable	$2,053,070,103	4 / 5
2026-10-24	Unavailable	$2,053,070,103	4 / 5

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	5	1	0
2026-06-01	5	1	0
2026-07-01	6	1	1
2026-08-01	6	1	1
2026-09-01	5	1	1
2026-10-01	5	1	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 5 Buy / Strong Buy · 1 Hold · 1 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Operational cash flow improvementCash from operations: $101.276M
Earnings per share growth and profitabilityDiluted EPS: $0.98 per share
Improvement in operating losses and cost managementOperating income: $223.422M
Revenue growth driven by enrollment and campus expansionRevenue: $615.863M

Next proof point

Oct 29, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.0%Typical daily move · historical

Downside history

-16.3%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Laureate Education, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a growth-focused education business with an intact but still relatively recent long-term thesis. Management is stable, and its stated priorities are showing progress, though the earnings-quality evidence still classifies the company as loss-making.

What's priced into Laureate Education, Inc.

The valuation evidence points to a premium versus peers, while the expectations gap is negative, meaning market expectations appear more demanding than the model’s view of fundamentals. Pricing is tagged as justified with low fragility, but the evidence does not establish that the premium is cheap or that expectations are easy to meet.

What the fundamentals likely do

Near term, recent results and management execution are mildly favorable: revenue rose 17% year over year, enrollment grew, and adjusted EPS guidance increased. The thesis also has support from recent earnings beats and ongoing share repurchases, but the company remains loss-making by the evidence snapshot, and the risk of a guidance reversal would damage credibility.

What Laureate Education, Inc. hinges on

Over the next few quarters, the key company-specific test is whether LAUR can sustain enrollment and revenue growth and deliver on its raised guidance. Sector peers’ results are another swing factor: continued strong reports could support the sector backdrop, while misses or lower guidance could remove that support.