BFAM

Over the past six months, Bright Horizons' stock experienced a significant daily drop of -18.6% on May 6, 2026, and a 1-year change of -30.3% as of October 8, 2026. In Q2 2026, the company reported revenue of $779.2 million, up 6.5% year-over-year, and adjusted EPS of $1.28, both exceeding estimates, though net income decreased due to higher personnel costs and impairment charges. Following Q2 earnings, the stock declined, with some analysts lowering price targets, while UBS raised its target. The company reconfirmed full-year revenue guidance and raised adjusted EPS guidance. Positive news included being named to Fortune Media and Great Place To Work®'s '2026 Best Workplaces in Education & Training List' and a 5.6% stake surfacing in a new filing on September 17, 2026.