KinderCare Learning stock price target lowered to $12 at BMO Capital

Published 13/08/2025, 15:08
KinderCare Learning stock price target lowered to $12 at BMO Capital

Investing.com - BMO Capital has lowered its price target on KinderCare Learning Companies (NYSE:KLC) to $12.00 from $18.00 while maintaining an Outperform rating on the stock. The company’s shares have declined over 62% in the past year, with the stock currently trading at $7.53, significantly below InvestingPro’s Fair Value estimate.

The price target reduction follows KinderCare’s miss on adjusted EBITDA expectations of $148.6 million, which BMO attributes to lighter occupancy rates that diverged during the quarter, resulting in weaker-than-anticipated enrollment. The company’s current EV/EBITDA multiple of 19.3x reflects these operational challenges.

KinderCare management has outlined several initiatives aimed at improving occupancy, including an increased focus on underperforming centers in what the company refers to as an "Opportunity Region."

The company has slightly reduced its 2025 growth outlook, with the most significant adjustment in occupancy projections, revising both revenue and adjusted EBITDA ranges lower.

BMO Capital reduced its estimates for KinderCare, excluding refinancing benefit, and expects the stock to perform weakly following this report.

In other recent news, Kindercare Learning Companies Inc reported its second-quarter 2025 earnings, revealing an earnings per share (EPS) of $0.22, which did not meet the forecasted $0.26. The company’s revenue also fell short of expectations, totaling $700 million compared to the anticipated $705.72 million. These results contributed to Barclays downgrading Kindercare from Overweight to Equalweight, with a revised price target of $9.00, down from $20.00. The downgrade was influenced by weaker-than-expected enrollment numbers and the company’s overall performance since going public. Despite the challenges, the stock’s decline in aftermarket trading was modest. Barclays’ adjustment aligns with the broader underperformance of Kindercare compared to its competitors. These developments highlight ongoing concerns for investors regarding the company’s future performance.

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