Lumida
/LAUR
⌘K
Laureate Education Inc

Laureate Education Inc

LAUR
$36.45USD↓-1.17%-0.43 today

MARKET CAP

5.1B

P/E (TTM)

19.2x

FWD P/E

16.1x

DAY RANGE

$36 – $37

52W RANGE

$22
$41

AI Summary

Stalk
StalkMedium

The long-term uptrend remains intact with rising EMAs and clear higher highs and lows. Medium-term bullish in a Stage 2 advance driven by an active Parabola pattern, yet stretched valuations and elevated transition risk argue against immediate entry. Short-term price is extended above key EMAs and overbought, so defer execution until a pullback into the 9/21 EMA support zone provides a cleaner entry.

  • ↑New enrollments +13% in Peru and +4% in Mexico YOY
  • ↑Q1 revenue $273 M (+5% YoY); adjusted EBITDA guide +11–12%
  • ↓Mexico’s weak macro backdrop could damp enrollment momentum
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Laureate Education, Inc. (NASDAQ: LAUR) is a leading provider of higher education focused primarily on quality, affordable educational opportunities for students in Latin America, especially in markets like Mexico and Peru. The company emphasizes online learning solutions tailored for working adults, positioning itself strategically within the growing demand for education in these emerging markets. It also pursues aggressive campus expansions and capital return initiatives, further enhancing its competitive standing within the sector.

Bull says

  • ↑New enrollments +13% in Peru and +4% in Mexico YOY
  • ↑Q1 revenue $273 M (+5% YoY); adjusted EBITDA guide +11–12%
  • ↑$105 M stock buyback signals confidence in cash flow
  • ↑Favorable Peru GDP growth supports ongoing enrollment gains
  • ↑High profitability and momentum factors; low leverage profile
  • ↑Online platform growing double digits, boosting digital reach

Bear says

  • ↓Mexico’s weak macro backdrop could damp enrollment momentum
  • ↓Q1 net loss $22 M (−$0.15/sh) highlights profit pressures
  • ↓Negative dividend yield suggests inconsistent shareholder returns
  • ↓Analyst revisions trending downward, signaling earnings risk
  • ↓New campus investments may compress margins short term
  • ↓Unfavorable book-to-price ratio deters value-focused investors

Earnings Call · Q1 2025 · Mgmt. Guidance

Updated 05-30-2026bullish

Transcript signals

Bull points

  • 2025 is off to a good start, and we are encouraged by the solid results from our recently completed intake cycles, which included Peru's primary intake and a smaller secondary intake for Mexico. Enrollment results came in line with our expectations for both markets, with year-over-year new enrollment growth of 8% for Mexico and 6% in Peru through the completion of the intake cycles by middle of April.
  • With the intake now finalized, we have good visibility into the remainder of the year, and we are tightening the range of our full-year guidance, effectively raising the midpoint for total enrollment revenue, and adjusted EBITDA.
  • This resiliency was also demonstrated during the global financial crisis in 2008 to 2010, the COVID-19 pandemic, and even more recently during the 2023 recession in Peru. For that reason, we remain confident in the growing demand for quality higher education in both Mexico and Peru.

Bear points

  • we do anticipate continued volatility in the coming months and recognize that evolving global trade dynamics may introduce near-term pressures on GDP growth and foreign exchange rates across both markets.
  • First, our campus consolidations in Mexico are progressing well. As a result of those activities, we do expect a one-time revenue loss in 2025 of approximately $8 million.
Read full transcript analysis ›