Management also noted ongoing investments in technology, including exploring the use of artificial intelligence as a tool to enhance academic outcomes. At the University of St. Augustine for Health Sciences, Ghia said the institution has continued to expand program offerings by introducing new modalities at current campus locations to provide prospective students with additional flexibility.Revenue in the quarter rose 20% to $211.6 million from $176.4 million in the prior-year period. Chief Financial Office ...

Group 1: Albemarle Corporation (ALB) - Albemarle Corporation is an energy storage solutions company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings increased by 19.7% over the last 60 days [1] - Albemarle's shares gained 76.5% over the last three months, while the S&P 500 declined by 5.2% [1] - The company has a Momentum Score of A [1] Group 2: KNOT Offshore Partners LP (KNOP) - KNOT Offshore Partners LP is a tanker shipping company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings increased by 41.3% over the last 60 days [2] - KNOT's shares gained 17.4% over the past three months, compared to the S&P 500's decline of 5.2% [2] - The company has a Momentum Score of B [2] Group 3: Lincoln Educational Services Corporation (LINC) - Lincoln Educational Services Corporation is a postsecondary education company with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings increased by 5.1% over the last 60 days [3] - Lincoln Educational Services' shares gained 14.4% over the last three months, while the S&P 500 declined by 5.2% [3] - The company has a Momentum Score of B [3]

Core Insights - Lincoln Educational Services Corporation (NASDAQ:LINC) is identified as one of the top education stocks to invest in currently, with American Century Companies Inc. increasing its stake by purchasing 51,650 shares valued at $1,572,000, representing 0.31% ownership [1] - The company is viewed as a growth at a reasonable price (GARP) investment, with future monetary gains anticipated from expansion into new campuses and programs despite a reduction in net cash [2] - Historical performance shows LINC significantly outperformed the S&P 500, with a return of 205.20% compared to the S&P's 65.16%, and this trend is expected to continue as demand shifts towards more economical educational offerings due to AI impacts [3] - Founded in 1946 and based in New Jersey, Lincoln Educational Services Corporation provides career-oriented postsecondary education services aimed at enhancing student success for both working adults and high school graduates [4]

Group 1 - Perdoceo Education Corporation (NASDAQ:PRDO) is currently considered one of the best education stocks to buy, with a recent investment from Caisse DE Depot ET Placement DU Quebec valued at approximately $1,400,000, acquiring 55,600 shares, representing about 0.08% ownership [1] - The company is experiencing growth in healthcare and nursing degree enrollments, reflecting a shift in education trends as career professionals show increasing interest in resilient healthcare programs [2] - Perdoceo Education Corporation is recognized for its career-focused online learning programs, which are becoming more valuable as traditional college degrees lose appeal due to student debt concerns [3] Group 2 - Established in 1994, Perdoceo Education Corporation is an Illinois-based provider of postsecondary education, committed to delivering quality education through innovative online and campus-based programs [4]

Core Insights - Adtalem Global Education reported strong fiscal Q4 2025 earnings, with revenue of $457.1 million exceeding analyst expectations of $440.93 million, and adjusted EPS of $1.66 surpassing the estimate of $1.53, indicating a positive performance driven by student enrollment growth and operational efficiency [1][2] Financial Performance - Revenue (GAAP) for Q4 2025 was $457.1 million, an increase of 11.5% year-over-year from $409.9 million [2] - Adjusted EPS (Non-GAAP) reached $1.66, reflecting a 21.2% increase from $1.37 in Q4 2024 [2] - Adjusted EBITDA (Non-GAAP) was $110.2 million, up 13.2% from $97.4 million in the previous year [2] - Free Cash Flow (Non-GAAP) amounted to $283.4 million, an 18.3% increase from $239.5 million [2] Business Overview - Adtalem is a leading provider of postsecondary education in the U.S., focusing on healthcare through institutions like Chamberlain University and Walden University [3] - The company aims to meet the growing demand for healthcare professionals while ensuring regulatory compliance and financial stability [3] Enrollment and Segment Dynamics - Total enrollment increased by 10.2% year-over-year to 91,780 students, with Walden University seeing a 15.0% rise [5] - Chamberlain University reported a 5.8% increase in enrollment, reaching 38,891 students, although its adjusted operating margin decreased from 24.2% to 19.4% [6] - The Medical and Veterinary segment experienced a 1.0% enrollment growth, with revenue up 4.7%, but faced capacity constraints [7] Operational Focus - The company is investing in technology and digital tools to enhance student engagement and retention, particularly at Walden University [10] - Chamberlain University launched a new brand campaign and expanded partnerships to increase nursing graduates [10] Regulatory Compliance - Regulatory compliance is a key focus, with constructive interactions with the U.S. Department of Education and no concerns regarding student aid funding [13] - Walden's Doctor of Social Work program received accreditation, enhancing the institution's reputation [13] Future Guidance - For fiscal 2026, Adtalem projects revenue between $1.90 billion and $1.94 billion, and adjusted EPS of $7.60 to $7.90, indicating growth of 6.0% to 8.5% in revenue and 14.0% to 18.5% in adjusted EPS [14] - Management anticipates a moderation in top-line growth due to strong prior-year gains and plans to continue investments in technology and program development [14] Investor Considerations - Key considerations for investors include the sustainability of enrollment growth, particularly in the Medical and Veterinary segment, and the impact of ongoing investments on operating margins [15] - Regulatory changes affecting access to federal student aid could also influence future performance [15]