• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Laureate Education (LAUR) Could Be 5% Below Fair Value Following Higher 2026 Guidance

    Simply Wall St·08/02/2026 02:21:39
    Listen to the news

    Laureate Education (LAUR) is back in focus after a busy July 30 update, which combined higher 2026 revenue guidance, stronger second quarter results, and an expanded share repurchase plan.

    See our latest analysis for Laureate Education.

    At a share price of US$38.31, Laureate Education has delivered a 22.63% 90 day share price return and a 67.22% 1 year total shareholder return, suggesting momentum has been building around its higher 2026 revenue guidance, recent earnings and expanded buyback activity.

    If the recent move in Laureate has you thinking about what else could be working in education and adjacent sectors, it can be useful to widen the search with 18 top founder-led companies

    After a 67% 1 year total return and higher 2026 revenue guidance, Laureate Education now sits at a very different starting point. The question is whether the current valuation still leaves enough potential upside to justify the risk.

    Most Popular Narrative: 5% Undervalued

    The most widely followed narrative on Laureate Education pegs fair value at $40.25, slightly above the last close at $38.31. This implies a modest discount that investors are now weighing against the recent share price run.

    Ongoing expansion into high-growth Latin American markets (Mexico, Peru) through new campus openings and targeted capacity investments leverages rising demand for private tertiary education, which is likely to drive sustained enrollment and revenue growth over the next several years.

    Strong momentum in digital learning, particularly the expansion of fully online degree programs for working adults in both Mexico and Peru, broadens Laureate's addressable market and supports accelerated top-line growth by attracting non-traditional students beyond the core undergraduate base.

    Read the complete narrative.

    Want to see what sits behind that growth story for Laureate Education? The narrative leans on detailed revenue, margin and valuation assumptions that most headlines skip.

    Result: Fair Value of $40.25 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, Laureate Education still faces real pressure points if growth in Mexico and Peru weakens, or if higher online mix and competition squeeze pricing and margins.

    Find out about the key risks to this Laureate Education narrative.

    Next Steps

    With sentiment leaning positive around Laureate Education, it makes sense to check the numbers yourself and decide how comfortable you feel with that story. To see why some investors are optimistic about its upside potential, take a closer look at the 4 key rewards

    Looking for more investment ideas beyond Laureate Education?

    If Laureate Education has sharpened your interest in the sector, do not stop here. Broaden your watchlist with fresh ideas that might otherwise slip past you.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.