Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Phoenix Education Partners, Inc. due to allegations of materially misleading business information [1] Group 1: Investigation and Allegations - The investigation is prompted by a major data breach at the University of Phoenix, affecting approximately 3.5 million individuals, which may have led to misleading information being issued to investors [3] - The breach occurred in August 2025, when attackers accessed the university's network and stole sensitive information [3] Group 2: Class Action Details - Shareholders who purchased Phoenix Education securities may be entitled to compensation through a class action lawsuit, with no out-of-pocket fees due to a contingency fee arrangement [2] - Interested parties can join the class action by submitting a form or contacting the Rosen Law Firm directly [2] Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked highly for settlements since 2013 [3] - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering significant amounts for clients [3]

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud and unlawful business practices involving Phoenix Education Partners, Inc. and its officers or directors [1] Group 1: Company Overview - Phoenix Education Partners, Inc. is publicly traded on the NYSE under the ticker PXED [1] - The University of Phoenix, associated with Phoenix Education Partners, experienced a significant data breach in August 2025, affecting approximately 3.5 million individuals [2] Group 2: Legal Context - Pomerantz LLP is recognized for its expertise in corporate, securities, and antitrust class litigation, having a history of recovering substantial damages for victims of securities fraud and corporate misconduct [3] - The firm was founded by Abraham L. Pomerantz, a pioneer in the field of securities class actions, and has been active for over 85 years [3]

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Phoenix Education Partners, Inc. due to allegations of materially misleading business information issued to the investing public [1]. Group 1: Investigation and Class Action - Shareholders who purchased Phoenix Education securities may be entitled to compensation through a contingency fee arrangement, with no out-of-pocket costs [2]. - The Rosen Law Firm is preparing a class action to seek recovery of investor losses [2]. Group 2: Data Breach Incident - A major data breach at the University of Phoenix has affected nearly 3.5 million people, with sensitive information stolen by attackers [3]. - The breach occurred in August 2025, and the incident was confirmed by the University of Phoenix on January 3, 2026 [3]. Group 3: Rosen Law Firm's Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company [3]. - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of settlements in 2017 and has consistently ranked in the top 4 since 2013, recovering hundreds of millions for investors [3]. - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020 [3].

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Phoenix Education Partners, Inc. due to allegations of materially misleading business information issued to the investing public [1] Group 1: Investigation Details - The investigation is prompted by a major data breach affecting nearly 3.5 million people at the University of Phoenix, which may have implications for Phoenix Education Partners [3] - The law firm is preparing a class action to seek recovery of investor losses, indicating that affected shareholders may be entitled to compensation without any out-of-pocket fees [2] Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [3] - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone, and has consistently ranked in the top 4 for securities class action settlements since 2013 [3]

Summary of the Americas Thematic Focus List Conference Call Industry and Company Overview - **Industry**: The thematic focus is on various sectors across North America and Latin America, particularly in technology, energy, healthcare, and education. - **Companies Featured**: The focus list includes notable companies such as Amazon, Microsoft, NVIDIA, Eli Lilly, and Walmart, among others. Key Themes for 2026 1. **Tech Diffusion**: Emphasizes the rapid adoption of AI technologies across various sectors, with significant implications for productivity and competitive dynamics [12][14]. 2. **The Future of Energy**: Focuses on the increasing demand for energy driven by AI infrastructure and the transition to renewable energy sources [12][17]. 3. **The Multipolar World**: Highlights the shift towards localized supply chains and national economic security, impacting multinational corporations [12][13]. 4. **Societal Shifts**: Explores the implications of demographic changes, AI-driven employment disruption, and evolving consumer preferences [12][18]. Americas Thematic Focus List - **List Composition**: The focus list includes 18 high-conviction stock ideas, with a target holding period of 12-18 months [9][20]. - **Key Companies on the List**: - **Amazon (AMZN)**: Positioned as a leader in AI infrastructure, with a projected 32% upside to a price target of $238.18 [23]. - **Microsoft (MSFT)**: Expected to capture significant AI spending, with a 42% upside to a price target of $456.66 [23]. - **Eli Lilly (LLY)**: A leader in the GLP-1 market, with a 25% upside to a price target of $1,032.97 [23]. - **Walmart (WMT)**: Leveraging AI for operational efficiency, with a 13% upside to a price target of $119.20 [23]. Methodology and Specifications - **Focus List Size**: 15-20 stocks, with equal weighting upon construction [21]. - **Sector Weights**: No fixed sector weights, aiming for diversification [21][22]. - **Regional Weights**: Targeting 80-85% in the USA and 15-20% in Latin America [28]. Important Insights and Data - **Amazon's Growth**: Amazon's custom silicon strategy has grown 150% sequentially, indicating strong demand for its AI capabilities [29]. - **Eli Lilly's Market Potential**: The global diabesity market is projected to exceed $150 billion by the early 2030s, with significant growth opportunities for Eli Lilly [39]. - **NVIDIA's Dominance**: NVIDIA is positioned to capture a significant share of the projected $3-4 trillion in annual AI infrastructure spending by the end of the decade [53]. - **Walmart's AI Strategy**: Walmart's AI initiatives have led to a 50% automation rate in its supply chain, significantly reducing delivery costs [68]. Conclusion The Americas Thematic Focus List presents a strategic overview of high-conviction investment opportunities across key sectors, driven by transformative themes such as technology diffusion and energy transition. The insights provided highlight the potential for significant growth and the evolving landscape of investment in the Americas.

Group 1 - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Phoenix Education Partners, Inc. due to allegations of materially misleading business information [1] - A major data breach at the University of Phoenix has affected nearly 3.5 million people, with sensitive information stolen from the university's network [3] - Investors who purchased Phoenix Education securities may be entitled to compensation through a class action without any out-of-pocket fees [2] Group 2 - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and ranked No. 1 for settlements in 2017 [3] - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [3] - Many attorneys at Rosen Law Firm have received recognition from Lawdragon and Super Lawyers, highlighting the firm's expertise in the field [3]

Core Insights - The article highlights the expertise of a seasoned equity analyst specializing in the U.S. restaurant industry, covering various segments from quick-service to fine dining [1] - The analyst employs advanced financial modeling and sector-specific KPIs to identify hidden value in public equities, particularly focusing on micro and small-cap companies often overlooked by mainstream analysts [1] Industry Focus - The research firm, Goulart's Restaurant Stocks, is dedicated to thematic research and valuation efforts within the restaurant sector, indicating a comprehensive approach to understanding market dynamics [1] - The analyst also covers related sectors such as consumer discretionary, food & beverage, and casinos & gaming, showcasing a broad understanding of interconnected industries [1] Research Methodology - The analyst utilizes advanced financial modeling and strategic insights to uncover investment opportunities, emphasizing the importance of sector-specific KPIs in the evaluation process [1] - The background of the analyst includes hands-on experience in finance and business management, along with academic qualifications in controllership and accounting forensics, which supports a robust analytical framework [1]

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Phoenix Education Partners, Inc. due to allegations of materially misleading business information issued to the investing public [1] Group 1 - The investigation is focused on potential securities claims related to Phoenix Education Partners, Inc. (NYSE: PXED) [1] - Shareholders who purchased Phoenix Education securities may be entitled to compensation without any out-of-pocket fees or costs [1]

Enrollment and Growth - Employer-affiliated enrollment is a key driver, now representing about 34% of total enrollment, up from roughly 31% in Q1 of fiscal 2025 [1] - Average total degree enrollment increased by 4.1% to 85,600 students, contributing to a net revenue rise of 2.9% year over year to $262 million [3][7] Financial Performance - Adjusted EBITDA increased by 7.2% to $75.2 million, with the adjusted EBITDA margin expanding to 28.7% from 27.5% a year earlier [2] - Net income attributable to the company was $15.5 million, or $0.40 per diluted share, compared to $46.4 million, or $1.23 per diluted share, in the previous year [8] Capital Position and Dividend - The company ended the quarter with no outstanding debt and $218.1 million in cash and marketable securities, announcing an inaugural quarterly cash dividend of about $0.21 per share [6][10] - Capital allocation priorities focus on reinvesting in the business to support student outcomes and operational efficiency while maintaining liquidity [11] Cybersecurity and Regulatory Environment - A cybersecurity incident related to Oracle E-Business Suite led to $4.5 million in Q1 incident-related costs, with further expenses possible but covered by insurance [5][16] - Management discussed recent developments in the regulatory environment, stating that no new material areas of risk were introduced and that all University of Phoenix programs for which metrics were provided were "passing" [12] AI Initiatives - The company is pursuing AI initiatives to prepare students to be AI-fluent and to drive operational excellence, including AI-assisted appointment setting and 24/7 AI chat assistance for students [15] Fiscal 2026 Outlook - Management reiterated guidance for fiscal 2026, expecting net revenue of $1.025 billion to $1.035 billion and adjusted EBITDA of $244 million to $249 million [5][17]

Phoenix Education Partners (NYSE:PXED) Q1 2026 Earnings call January 13, 2026 05:00 PM ET Company ParticipantsJeff Silber - Business and Industrial Services and EducationGriffin Boss - Equity ResearchBlair Westbloom - CFOJasper Bibb - VP, Equity ResearchGeorge Tong - Senior Research, Business ServicesAlex Paris - President and Senior Managing DirectorGreg Parrish - VP, Equity ResearchBeth Coronelli - VP of Investor RelationsStephanie Moore - SVP, Equity ResearchChris Lynne - CEOConference Call ParticipantsR ...