NYSE: BFAM

Bright Horizons Family Solutions (BFAM) Stock Analysis & Forecast

Oct 12 close

$69.90+0.45 (+0.6%)

Gekko Brief

AI summaryOct 12 close

Bright Horizons shares have drawn attention this week from an ongoing fair-value debate and a round of analyst commentary. BMO Capital Markets lowered its price target from USD 93 to USD 83 while maintaining an Outperform rating, a move made despite Q2 2026 revenue rising 6.4% to USD 779.18 million and adjusted EPS exceeding consensus. Coverage also noted the stock trading near USD 64.79 to USD 66.42 in early October alongside questions over whether a 26% upside case is justified.

BFAM closed at $69.90, up 0.6%, sitting between its 50-day average of $69.60 and its 200-day average of $76.38, a mixed trend picture. The GekkoIndex reads 53.5, placing the stock in the Neutral zone, with the index down 10.7 over five periods. Price stands 18% below Gekko Fair Value of $85.24. Over the trailing year the stock is down 27.9%, though the past month shows a 7.3% gain.

The next earnings date falls on 29 October 2026, after close, 17 days away and inside a typical 20-trading-day holding window; the prior report saw EPS of $0.82 against a $0.89 estimate and an 18% reaction. No insider, Congress, or unusual options activity appears in the current windows. Seasonally, the next 20 trading days have averaged a 0.5% move over 5 years, rising in 2 of them. Analyst consensus stands at 4 buy, 1 hold, 1 sell, with a consensus target of $88.11.

Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.

Bright Horizons Family Solutions price vs fair value

$85.24$69.90Oct ’25Apr ’26Oct ’26
Close $69.90200-day averageGekko Fair Value $85.24

Bright Horizons Family Solutions quick facts

Market cap
$3.68B
P/E ratio
21.8
Forward P/E
22.6
EPS, TTM
$3.16
Revenue, TTM
$3.03B
Profit margin
5.8%
Dividend yield
—
Beta
1.18
Volume
551,190 avg 924,353
1-year return
−27.9%
Typical daily move
±2.6%
Typical 20-day move
±6.8%
50-day average
$69.60
200-day average
$76.38
Next earnings
Oct 29 after close
Shares outstanding
48.64M
52-week range
$57.63$109.86

Bright Horizons Family Solutions swing-trade checklist

Bright Horizons Family Solutions scores 1 supportive, 3 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

1 supportive3 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $69.90 sits between the 50-day ($69.60) and 200-day ($76.38) averages, or the averages disagree.

    See the chart
  • GekkoIndexmixed

    53.5, Neutral

    Reading 53.5 is in the Neutral zone.

    See the GekkoIndex
  • Fair valuesupportive

    18.0% below

    Price is 18% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings riskheadwind

    Reports in 17 days

    Reports on Oct 29, 2026, 17 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalitymixed

    +0.5% on average

    From this point in the calendar, the next 20 trading days averaged +0.5% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Bright Horizons Family Solutions stock chart and price history

Bright Horizons Family Solutions closed at $69.90 on Oct 12, 2026, −27.9% over the past year, inside a 52-week range of $57.63 to $109.86.

Close50-day average200-day averageVolume
Bright Horizons Family Solutions share price, past year, with 50-day and 200-day moving averages and volume$60$80$100$120NovDecJan 2026FebMarAprMayJunJulAugSepOct69.90

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
+7.3%
3 months
−4.4%
6 months
−15.6%
1 year
−27.9%
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About Bright Horizons Family Solutions

Bright Horizons Family Solutions provides early education, child care, and broader family care support, along with workforce education programs. It is best known for operating a large network of child care centers that employers offer as part of workplace benefits, helping staff manage family responsibilities alongside their jobs.

The company's work is organized into three areas: center-based child care run on a full-service basis, back-up care for times when regular arrangements fall through, and advisory services related to education. Its main customers are employers, who contract with the company to extend these offerings to their workforce as a benefit.

Bright Horizons Family Solutions runs early education and child care centers in the United States, the United Kingdom, the Netherlands, Australia, and India. Its shares are listed on the NYSE under the ticker BFAM.

Listed
NYSE
Sector
Commercial services
Industry
Miscellaneous commercial services
Website
brighthorizons.com

Bright Horizons Family Solutions GekkoIndex: the smart money zone

Bright Horizons Family Solutions’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 53.5, in the Neutral zone, down 10.7 points over five sessions.

010053.5Neutral

Down 10.7 points over five sessions, from the Accumulation zone.

Reading for Oct 12, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying65−0.7%−0.3%+1.3%+8.3%
Accumulation245+0.2%0.0%−0.3%−0.1%
Neutral (current zone)353−0.3%−0.7%−1.6%−5.9%
Distribution18−0.9%−0.3%+3.0%−0.4%
Selling1Too few readings yet

Average BFAM share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the BFAM price, zone by zone.Track BFAM in Gekko

Is Bright Horizons Family Solutions stock overvalued? Gekko Fair Value

Bright Horizons Family Solutions trades 18.0% below Gekko Fair Value of $85.24, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Bright Horizons Family Solutions shares are worth, recalculated every trading day.

$85.24

Gekko Fair Value, Oct 10, 2026

18.0% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open BFAM in Gekko

Bright Horizons Family Solutions insider and Congress trading

No open-market insider purchases were filed for Bright Horizons Family Solutions, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for BFAM in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every BFAM insider filing, plotted on the chart in Gekko.Open BFAM in Gekko

Congress trades last 90 days

No trades in BFAM were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for BFAM, plotted on the chart in Gekko.Open BFAM in Gekko

Buybacks

Bright Horizons Family Solutions has been buying back its own shares.

Latest authorization
$600.0M, Mar 9, 2026
Bought back, quarter ended Jun 30, 2026
$246.7M
As a share of market cap
6.71%
Trailing four quarters
$636.6M

From company filings.

Bright Horizons Family Solutions earnings: next date and track record

Bright Horizons Family Solutions reports on Oct 29, 2026, after the close (17 days away), and beat the EPS estimate in 7 of its last 8 reports.

7 of 8reports beat the EPS estimate
±11.2%average move across the report
3 of 8reports followed by a gain

Share-price move across each report

+12.4%Aug ’24−13.2%Nov ’24+9.0%Feb ’25−5.4%May ’25+10.1%Jul ’25−3.3%Nov ’25−18.0%Feb ’26−18.0%May ’26

Last earnings call, May 5, 2026 AI summary

What they said
Bright Horizons reported Q1 2026 results with revenue of $712 million (up 7% YoY) and adjusted EPS of $0.82 (up 6%), slightly ahead of guidance. Backup Care was a bright spot: revenue grew 12.5% to $145 million, marking the 16th consecutive quarter of double-digit growth and management raised Backup revenue guidance for the year. Full Service revenue grew 6% to $541 million; occupancy averaged mid-60% and net closures totaled 22 centers (988 centers at quarter-end). Management highlighted strategic initiatives to unify go-to-market, integrate services, and strengthen foundational capabilities (CRM, client-employee credit model). The company completed meaningful share repurchases (adding ~ $0.08 to EPS but increasing near-term interest expense). Key headwinds included a larger-than-expected enrollment decline and supply saturation in Australia, which management says drives losses (~$20–$25M in Full Service operations and material margin/earnings headwinds) and will weigh on near-term margins. Management expressed confidence in longer-term targets but noted that Australia and some lease exit/tail costs will delay margin recovery.
Guidance
Raised Backup Care annual revenue growth guidance from 11%–13% to 12%–14% for the year. Updated longer-term Backup Care growth algorithm to 11%–13%. Full Service long-term revenue growth building block: 4.5%–6.5% (driven by price, enrollment, unit growth). Long-term operating margin target of 9%–10% (currently 5.5% and impacted by Australia). FY net center closures expected ~25–30. Share repurchases expected to contribute ~ $0.08 to EPS this year (net of interest expense). Overall year guide was maintained.
Risks flagged
Australia-specific challenges: accelerated supply, enrollment degradation since 2022, sharper Q1 enrollment declines, operational losses in Australia (~$20–$25M), revenue profile around $140M, ~150 bps headwind to Full Service margins and up to ~$0.40 impact to earnings when including tax effects. Lease exit and tail costs from center closures (near-term margin drag). Non-deductibility of some losses amplifying tax impact. Noisy employee benefits environment limiting penetration/adoption. Increased near-term interest expense from share repurchases. Macroeconomic and labor supply/cost risks.
ReportedEPSSurpriseRevenueSurpriseMove
May 5, 2026$0.82
est $0.89
−7.7%$712.2M
est $713.3M
−0.2%−18.0%
Feb 12, 2026$1.15
est $1.13
+1.8%$733.7M
est $727.5M
+0.9%−18.0%
Nov 4, 2025$1.57
est $1.32
+18.9%$801.3M
est $728.0M
+10.1%−3.3%
Jul 31, 2025$1.07
est $1.00
+7.0%$731.6M
est $781.2M
−6.3%+10.1%
May 5, 2025$0.77
est $0.63
+22.2%$665.5M
est $664.6M
+0.1%−5.4%
Feb 13, 2025$0.98
est $0.91
+7.7%$674.1M
est $672.0M
+0.3%+9.0%
Nov 4, 2024$1.11
est $1.06
+4.7%$719.1M
est $672.9M
+6.9%−13.2%
Aug 1, 2024$0.88
est $0.73
+20.5%$670.1M
est $665.7M
+0.7%+12.4%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Bright Horizons Family Solutions stock forecast and analyst price targets

Analysts’ average 12-month price target for Bright Horizons Family Solutions is $88.11, +26.1% from the last close, from 6 firms rating the stock in the last 90 days.

$88.11consensus 12-month target, +26.1% from the last close
Low $66High $95
Buy4
Hold1
Sell1

Each firm’s latest rating in the last 90 days: 6 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Oct 5BMO CapitalBuy, maintained$83+18.7%
Sep 23Morgan StanleySell, maintained$66−5.6%
Aug 7BarclaysBuy, maintained$95+35.9%
Aug 4J.P. MorganBuy, maintained$95+35.9%
Jul 31Morgan StanleySell, maintained$68−2.7%
−1.6%average 20-day move after past Neutral readings
+0.5%average move over the next 20 trading days in the last 5 years
±2.6%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Bright Horizons Family Solutions seasonality: the next 20 trading days

Over the next 20 trading days from Oct 10, Bright Horizons Family Solutions averaged +0.5% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

−6.2%2021+22.7%2022−0.6%2023−12.4%2024+0.9%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+1.4%3 of 5
Next 10 trading days+0.8%3 of 5
Next 15 trading days+5.0%3 of 5
Next 20 trading days+0.5%2 of 5
Next 30 trading days+0.2%3 of 5

For scale, BFAM’s typical 20-trading-day move in either direction is about 6.8%.

Bright Horizons Family Solutions market cap and key statistics

Bright Horizons Family Solutions’s market cap is $3.68B, with a P/E ratio of 21.8 and revenue of $3.03B over the last twelve months.

Valuation

Market cap
$3.68B
P/E ratio
21.8
Forward P/E
22.6
EPS, TTM
$3.16
Gekko Fair Value
$85.24

Trading

Volume
551,190
Avg volume, 20 days
924,353
52-week high
$109.86
52-week low
$57.63
Shares outstanding
48.64M

Financials

Revenue, TTM
$3.03B
Profit margin
5.8%
Return on equity
14.9%
Quarterly earnings growth, YoY
−17.0%

Risk and income

Beta
1.18
Typical daily move
±2.6%
Typical 20-day move
±6.8%

Bright Horizons Family Solutions stock news this week

Coverage of Bright Horizons Family Solutions this week reads negative: 1 positive, 1 neutral and 2 negative headlines.

News sentiment negative

Bright Horizons Family Solutions peers

Bright Horizons Family Solutions’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
SHOPShopify+3.1%Distribution25.9% above
CTASCintas+0.9%Neutral14.1% above
PYPLPayPal+0.8%Neutral0.8% below
XYZBlock−0.1%Neutral7.5% above
CPAYCorpay−0.7%Neutral17.5% below
FISVFiserv+1.3%Accumulation39.7% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Bright Horizons Family Solutions stock FAQ

What is Bright Horizons Family Solutions’s market cap?

Bright Horizons Family Solutions’s market cap is $3.68B at the Oct 12, 2026 close of $69.90, with 48.64M shares outstanding. The shares trade on a P/E ratio of 21.8.

What is the Bright Horizons Family Solutions stock forecast?

The consensus analyst 12-month price target for Bright Horizons Family Solutions is $88.11, +26.1% from the last close. Of the 6 firms that rated the stock in the last 90 days, 4 rate it a buy, 1 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.

Is Bright Horizons Family Solutions stock overvalued or undervalued?

On Gekko’s estimate Bright Horizons Family Solutions is undervalued: the Oct 12, 2026 close of $69.90 is 18.0% below Gekko Fair Value of $85.24. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Bright Horizons Family Solutions report earnings next?

Bright Horizons Family Solutions is expected to report on Oct 29, 2026, after the market closes (17 days away). Analysts expect earnings of $1.76 per share on revenue of $842.5M. Bright Horizons Family Solutions beat the earnings estimate in 7 of its last 8 reports, moving 11.2% on average across the report.

What is Bright Horizons Family Solutions’s 52-week high and low?

Bright Horizons Family Solutions’s 52-week high is $109.86 and its 52-week low is $57.63; it closed at $69.90 on Oct 12, 2026, −27.9% over the past year. Over the last five years the shares peaked at $171.91 on Nov 2, 2021.

Is Bright Horizons Family Solutions stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 1 of the 5 items with data read as supportive (fair value), 3 as mixed (trend, gekkoindex and seasonality) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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