Industry Overview - The Zacks Schools industry is experiencing a rebound driven by increased demand for career-focused programs in healthcare, skilled trades, cybersecurity, and IT, supported by a labor market that values job-ready skills and government initiatives promoting non-degree pathways [1][4] - The industry is addressing the critical shortage of healthcare workers through rigorous, workforce-aligned training programs [5] Trends Influencing the Industry - Digital innovation is a key driver of differentiation, with companies investing in adaptive learning tools and scalable online platforms to enhance engagement and support flexible learning for working adults [2][7] - There is a rising demand for workforce-oriented programs, particularly among adult learners and career switchers, as the labor market increasingly values job-ready skills over traditional degrees [4] - The sector is witnessing consolidation, with larger players acquiring niche or financially weaker institutions to expand offerings and improve scale [6] Financial Performance and Market Position - The Zacks Schools industry currently ranks 30 within the broader Zacks Consumer Discretionary sector, placing it in the top 12% of over 250 Zacks industries, indicating strong near-term prospects [10][11] - The industry's earnings estimates for 2025 have increased to $1.38 per share from $1.37 since April 2025, reflecting growing analyst confidence in the group's earnings growth potential [12] Enrollment and Revenue Growth - For-profit providers are expected to see enrollment and revenue growth in 2025, driven by demographic tailwinds, state and federal support for vocational education, and digital innovation [2] - Companies like Stride, Inc., Laureate Education, Inc., and American Public Education, Inc. are positioned to benefit from these trends, with significant enrollment growth reported [21][29][25] Valuation Metrics - The industry is currently trading at a forward 12-month price-to-earnings ratio of 16.86X, compared to the S&P 500's 21.81X and the sector's 19.73X, indicating potential undervaluation [17][20] Company Highlights - Stride, Inc. reported a 20% rise in total enrollment, with a 12.8% increase in General Education and a 32% increase in Career Learning [21] - American Public Education has seen a 60.2% stock increase over the past year, with earnings expected to grow 150.9% in 2025 [25] - Laureate Education's fully online programs account for about 20% of its student base, growing at three to four times the pace of face-to-face programs [28] - Perdoceo Education has benefited from a 10.6% enrollment increase at Colorado Technical University, driven by strong student engagement [32] - Lincoln Educational Services has achieved an 82.4% stock increase over the past year, supported by strong enrollment growth and operational efficiencies [36]

Group 1 - PLBY Group, Inc. has returned 7.5% year-to-date, outperforming the average gain of 5% in the Consumer Discretionary sector [4] - The Zacks Rank for PLBY Group, Inc. is currently 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - The Zacks Consensus Estimate for PLBY's full-year earnings has increased by 5.9% over the past quarter, reflecting improving analyst sentiment [3] Group 2 - PLBY Group, Inc. belongs to the Leisure and Recreation Products industry, which has 23 companies and is currently ranked 191 in the Zacks Industry Rank [6] - The average gain for stocks in the Leisure and Recreation Products industry this year is 9.9%, indicating that PLBY is slightly underperforming its industry [6] - Universal Technical Institute, another Consumer Discretionary stock, has returned 37.7% year-to-date and is part of the Schools industry, which has a higher average gain of 10.2% [4][7]

Core Viewpoint - Stride, Inc. (LRN) has demonstrated strong stock performance with a 48.7% increase year-to-date, significantly outperforming the Zacks Schools industry and the broader market [1][3]. Enrollment Growth - The company has experienced record enrollment growth, particularly in its Career Learning segment, with overall enrollment increasing by 20% year-over-year [4][5]. - Enrollment in General Education grew by 12.8% to 137,500 students, while Career Learning enrollment surged by 32% to 96,000 students [4]. Revenue Performance - Stride's total revenues for the first nine months of fiscal 2025 reached $1.75 billion, reflecting a 16.3% year-over-year growth [5]. - The company has raised its fiscal 2025 revenue guidance to between $2.37 billion and $2.385 billion, indicating a year-over-year increase of 16.2% to 16.9% from $2.04 billion reported in fiscal 2024 [7]. Future Outlook - Stride is focusing on achieving its fiscal 2028 targets, projecting revenues between $2.70 billion and $3.30 billion, which represents a 10% compound annual growth rate (CAGR) from fiscal 2023 [10]. - Adjusted operating income is expected to be between $415 million and $585 million, with a projected CAGR of 20% [10]. Market Trends - The demand for career education and online program alternatives is driving Stride's growth, supported by its diverse product offerings and strategic initiatives [2][4]. - The favorable regulatory environment under the current administration is expected to further benefit Stride's business model [11]. Earnings Estimates - Analysts have revised fiscal 2025 and 2026 earnings estimates upward, with fiscal 2025 indicating a 51.2% year-over-year growth rate [12]. - Current earnings per share (EPS) estimates for fiscal 2025 are projected at $7.09, with a rise to $7.76 in fiscal 2026 [13]. Valuation - Stride is currently trading at a premium compared to its industry peers based on a forward 12-month price-to-earnings (P/E) ratio, reflecting strong market potential [17]. Investment Considerations - The combination of robust enrollment growth, strategic initiatives, and favorable market trends positions Stride well for future profitability [19][20]. - Investors are encouraged to consider adding Stride to their portfolios based on the positive technical indicators and market demand trends [21].

For those looking to find strong Consumer Discretionary stocks, it is prudent to search for companies in the group that are outperforming their peers. Charter Communications (CHTR) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question.Charter Communications is a member of ...

Legacy Education Inc. (LGCY) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 31.25%. A quarter ago, it was expected that this company would post earnings of $0.09 per share when it actually produced earnings of $0.10, delivering a surprise of 11.11%.Over the last four quarters, the co ...

Group 1: Company Overview - Lincoln Educational Services Corporation (LINC) currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy) [3][4] - The company has seen significant price increases, with shares up 14.38% over the past week and 20.87% over the past month, outperforming the Zacks Schools industry [6][7] Group 2: Performance Metrics - Over the past quarter, LINC shares have increased by 15.63%, and over the last year, they have gained 73.11%, while the S&P 500 has moved -3.37% and 13.7% respectively [7] - The average 20-day trading volume for LINC is 259,715 shares, indicating a bullish trend as the stock is rising with above-average volume [8] Group 3: Earnings Outlook - In the past two months, one earnings estimate for LINC has moved higher, increasing the consensus estimate from $0.67 to $0.72 for the full year [10] - For the next fiscal year, one estimate has also moved upwards with no downward revisions during the same period [10] Group 4: Investment Consideration - Given the positive momentum and earnings outlook, LINC is positioned as a promising investment opportunity for those seeking stocks set to soar in the near term [12]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Summary: Laureate Education (LAUR) - LAUR currently holds a Momentum Style Score of B, indicating a positive momentum outlook [2] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] - Over the past week, LAUR shares increased by 2.65%, outperforming the Zacks Schools industry, which rose by 0.41% [5] - In the last month, LAUR's price change was 16%, compared to the industry's 13.14% [5] - Over the past quarter, LAUR shares increased by 10.69%, and over the last year, they gained 39.48%, while the S&P 500 moved -3.42% and 14.16%, respectively [6] - The average 20-day trading volume for LAUR is 794,663 shares, indicating a bullish sign with rising stock prices [7] Earnings Outlook - In the past two months, two earnings estimates for LAUR have increased, while none have decreased, raising the consensus estimate from $1.58 to $1.67 [9] - For the next fiscal year, one estimate has moved upwards with no downward revisions [9] Conclusion - Considering the positive momentum indicators and earnings outlook, LAUR is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [11]

近日 海南中学、海南华侨中学 海口市第一中学 北京师范大学海口附属学校 中国人民大学附属中学海口实验学校 等多所学校相继公布了 2025年自主招生方案 海南日报为广大学生、家长 梳理汇总了相关信息 帮助大家及时了解各校 招生计划、报考条件、报名时间等 快来看看是否有你心仪的学校 ↓↓↓ 海南中学 1.招生人数：134人 2.招生类别： 府城校区：科技特长生（57人）、艺术特长生（22人）、体育特长生（18人） 美伦校区：科技特长生（37人） 3.报名时间： 网上报名：5月13日15:00—5月20日15:00（科技特长生） 现场报名：5月17日8:30—11:30、15:00—17:00（艺术、体育特长生） 现场提交纸质材料：5月23日8:30—11:30、15:00—18:00（科技特长生） 4.考试时间：5月24日 5.考试地点：详见准考证 6.咨询电话：0898-65883641（教务科） 自主招生方案详情查看：海南中学2025年秋季高中自主招生考试公告 海南师范大学附属中学 1.招生人数：54人 2.招生类别：体育类、科技创新类 3.报名时间： 现场提交纸质材料：5月14日—17日 4.考试时间：5月 ...

American Public Education (APEI) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 173.33%. A quarter ago, it was expected that this for- profit education company would post earnings of $0.54 per share when it actually produced earnings of $0.63, delivering a surprise of 16.67%. Over the l ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...