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The Bull Case For Laureate Education (LAUR) Could Change Following Raised Guidance and Expanded Buyback

Simply Wall St·11/03/2025 13:29:14
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  • Laureate Education recently announced third-quarter 2025 results showing revenue of US$400.22 million, surpassing expectations, alongside an updated outlook projecting full-year 2025 revenues between US$1.68 billion and US$1.69 billion, as well as an expansion of its stock repurchase authorization by US$150 million.
  • The company highlighted robust growth in digital learning, particularly in Peru, and continued expansion in Mexico even amid challenging economic conditions.
  • We will explore how the raised full-year revenue guidance and buyback expansion could influence Laureate Education’s future investment case.

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Laureate Education Investment Narrative Recap

To have conviction in Laureate Education as a shareholder, you need to believe in sustained demand for private higher education across Mexico and Peru, especially in digital offerings for working adults. The latest raised revenue guidance and expanding stock buyback may boost near-term sentiment, yet the business remains most sensitive to shifts in local macroeconomic or regulatory conditions, country concentration risks stand out and are not materially lessened by this announcement.

The increase of Laureate’s authorized share buyback by US$150 million to a total of US$250 million is the most telling recent announcement. While this signals continued commitment to returning capital to shareholders, it does not directly alter the company’s exposure to concentrated market risk, which remains the central short-term consideration for investors focused on stability and growth potential.

By contrast, investors should be alert to how evolving policies in Mexico or Peru could reshape Laureate’s growth outlook if...

Read the full narrative on Laureate Education (it's free!)

Laureate Education's narrative projects $2.0 billion revenue and $343.9 million earnings by 2028. This requires 8.4% yearly revenue growth and a $89.7 million earnings increase from $254.2 million today.

Uncover how Laureate Education's forecasts yield a $34.20 fair value, a 18% upside to its current price.

Exploring Other Perspectives

LAUR Community Fair Values as at Nov 2025
LAUR Community Fair Values as at Nov 2025

Five fair value estimates from the Simply Wall St Community fall between US$17 and US$54.16, reflecting a wide spread of retail investor expectations. While opinions span nearly US$40 per share, ongoing heavy investment in new campuses underscores sharply differing views on risk and reward that could influence future returns.

Explore 5 other fair value estimates on Laureate Education - why the stock might be worth as much as 87% more than the current price!

Build Your Own Laureate Education Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Laureate Education research is our analysis highlighting 2 key rewards that could impact your investment decision.
  • Our free Laureate Education research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Laureate Education's overall financial health at a glance.

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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.