Track market-moving stories before they get noisy

Piper Sandler Companies (PIPR - Free Report) came out with quarterly earnings of $1 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $1.02 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +17.83%. A quarter ago, it was expected that this company would post earnings of $1.18 per share when it actually produced earnings of $1.72, delivering a surprise of +45.76%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

PIPER SANDLR CP, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $469.54 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 20.09%. This compares to year-ago revenues of $383.31 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

PIPER SANDLR CP shares have added about 2.7% since the beginning of the year versus the S&P 500's gain of 5.3%.

What's Next for PIPER SANDLR CP?While PIPER SANDLR CP has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for PIPER SANDLR CP was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.06 on $464.51 million in revenues for the coming quarter and $4.68 on $1.97 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the top 27% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Blue Owl Capital Corporation (OBDC - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 6.

This company is expected to post quarterly earnings of $0.35 per share in its upcoming report, which represents a year-over-year change of -10.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Blue Owl Capital Corporation's revenues are expected to be $423.09 million, down 8.9% from the year-ago quarter.

© Spencer Platt / Getty Images News via Getty Images

Wall Street delivered a split verdict on Uber Technologies (NYSE:UBER | UBER Price Prediction) following the company’s Q1 2026 earnings report on May 6. Goldman Sachs (NYSE:GS) lowered its price target to $115 from $125 while maintaining a Buy rating, and Piper Sandler (NYSE:PIPR) analyst Thomas Champion raised his target to $105 from $100 while keeping an Overweight rating. Both firms remain bullish, yet their recalibrations move in opposite directions, an unusual tension worth unpacking for long-term holders of Uber stock.

The takeaway for prudent investors in Uber stock: this comes down to a modeling debate over assumptions. Both firms agree the quarter was solid and the platform is compounding.

Ticker Company Firm Action Old Rating New Rating Old Target New Target UBER Uber Technologies Goldman Sachs Price Target Cut Buy Buy $125 $115 UBER Uber Technologies Piper Sandler Price Target Raised Overweight Overweight $100 $105 The Analyst’s Case Goldman Sachs called Uber’s quarter “broadly positive” with accelerating momentum across mobility and delivery, despite external headwinds. The firm pointed to strong U.S. consumer demand, insurance-related cost savings, international delivery strength, and growing non-restaurant categories as the engines behind the trajectory.

Champion focused on the topline durability of Uber’s core business, flagging 20% constant currency Mobility bookings growth as the standout in a maturing rideshare industry. He also noted that Q2 2026 bookings and EBITDA were guided above consensus, with strong rideshare momentum and aggressive buybacks the two takeaways from his bus-tour channel checks.

Company Snapshot Uber posted Q1 2026 revenue of $13.20 billion, up 14% year over year, with Gross Bookings of $53.72 billion, up 25%, and non-GAAP EPS of $0.72. The company also crossed 50 million Uber One members, who now drive half of Gross Bookings across Mobility and Delivery.

Capital return continues to anchor the story. Uber repurchased $3.011 billion of stock during Q1 2026, building on $6.523 billion in full-year 2025 buybacks.

Why the Move Matters Now Uber stock trades at a P/E ratio of 16x, with shares down 3% year to date and 8% lower over one year. Against the consensus analyst target of $104, both new prints sit comfortably above the current quote near $78.37.

When Uber ratings stay bullish but targets diverge by $10 or more, the gap typically reflects different assumptions about long-term margin progression or the terminal multiple investors should pay. Goldman’s trim looks like a modeling refresh; Piper’s hike reflects rising confidence in the bookings and EBITDA path plus the buyback catalyst.

What It Means for Your Portfolio The bull case for Uber stock rests on continued bookings growth, margin expansion supported by insurance cost savings, and disciplined capital return. Network effects, the multi-product platform, and scale economics remain structural advantages.

The bear case for UBER is also intact: regulatory risk around worker classification, potential autonomous vehicle disruption, and macro consumer pressure could compress the very margins analysts are modeling. Both Goldman and Piper see those risks but conclude the reward still tilts favorably.

For prudent investors, the analyst upgrade from Piper alongside Goldman’s price target cut on Uber stock is a useful reminder that bullish theses can survive number changes. Moderate position sizing and a focus on the bookings, margin, and buyback cadence may serve long-term holders better than reacting to a single target revision.

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GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.

Doom and gloom have been the prevalent mindset among Americans several times during the past. Consumer sentiment fell sharply in the late 1970s as the economy experienced stagflation. It was understandably low during the financial crisis of 2007 through 2009. Consumers also worried during the early days of the COVID-19 pandemic.

However, the University of Michigan's latest consumer sentiment index reached an all-time low, worse than during the financial crisis that triggered the Great Recession or the initial days of the pandemic. An economic red flag is clearly flashing -- and it points to a higher 2027 Social Security cost-of-living adjustment (COLA) than many expect.

Image source: Getty Images.

Declining consumer sentiment, rising inflation Why is consumer sentiment at an all-time low when the U.S. economy isn't in recession? The one-word answer is inflation.

Prices soared in the aftermath of the COVID-19 pandemic shutdowns. While inflation eventually waned, President Trump's tariffs implemented last year created new inflationary pressures. The war with Iran, though, is the primary culprit now. Iran's disruption of traffic through the Strait of Hormuz has sent oil and gas prices soaring. Consumers can't help but feel the pain in their pocketbooks after filling up their cars and trucks with gasoline.

The University of Michigan's Surveys of Consumers Director Joanne Hsu stated in her comments on the latest consumer sentiment report, "Critically, consumers appear worried that inflation will increase and proliferate beyond fuel prices, even in the long run." Those fears could be justified.

Higher oil prices will likely lead to higher product prices for a simple reason: transportation costs make up a significant share of the overall cost of many products. The prices of petroleum-based products, such as plastics, could rise more than those of other products.

Piper Sandler (PIPR +1.82%) analysts predict that the Strait of Hormuz will remain "largely closed for months", leading to even higher oil prices. Even if that view is overly pessimistic, some energy analysts think oil prices will remain elevated for years due to low investment in new oil supply.

Rising inflation, higher COLA How does the 2027 Social Security COLA fit into this discussion? If inflation continues to rise, next year's Social Security benefit increase will be higher than anticipated.

The latest estimate from The Senior Citizens League (TSCL), a nonprofit organization that advocates for seniors, is that the 2027 COLA will be 3.9%. This would be the highest increase since 2022 and the third-highest increase in the last 15 years.

However, the actual 2027 Social Security COLA will be based on inflation, as measured by the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), in the third quarter of the year. Should oil prices remain elevated and push up the costs of other products, the CPI-W a few months from now will almost certainly be higher than it is now.

Indeed, if American consumers are right, inflation will be significantly higher later this year. The University of Michigan's survey found that consumer inflation expectations over the year ahead are now at 4.8%.

Good news, bad news The good news for retirees is that a higher Social Security COLA will help offset higher product prices. The bad news is that, whatever the Social Security benefit increase is next year, it probably won't be enough.

TSCL Executive Director Shannon Benton said in a press release, "For retirees living on fixed incomes, the costs that matter most, especially healthcare, housing, utilities, and insurance, continue to rise faster than prices in the rest of the economy, silently wrenching seniors dry." She raised a good point.

Unfortunately, the CPI-W inflation metric used by the Social Security Administration to calculate the annual COLA isn't designed to reflect the costs seniors incur. In particular, it underweights healthcare costs in retirement.

If consumers are right, the 2027 COLA could be well above the current estimate of 3.9%. But retirees may find that their "raise" is only an illusion.

Financing led by Piper Sandler Merchant Banking, with participation from new investors Johnson & Johnson Innovation – JJDC, Inc., Johnson & Johnson's corporate venture capital arm, and Medtronic Participation by existing investors, including Bain Capital Life Sciences and Perceptive Xontogeny Venture Funds Proceeds will support the conclusion of the STRIDE pivotal trial, continued operational scale-up, advancement of regulatory work toward a future Premarket Approval (PMA) submission to the FDA, and preparations for US commercialization Board strengthened with addition of Kevin Conroy as Lead Independent Director, Christopher Geyen as Chair of the Audit Committee, and Tom Schnettler representing Series C investors , /PRNewswire/ -- CereVasc, Inc., a clinical-stage medical device company developing novel, minimally invasive treatments for neurological diseases, today announced it has successfully completed the initial closing of an $85 million Series C financing. Piper Sandler Merchant Banking led the financing with participation from Johnson & Johnson Innovation – JJDC, Inc., Johnson & Johnson's corporate venture capital arm, and Medtronic, along with existing investors Bain Capital Life Sciences and Perceptive Xontogeny Venture Funds.

Proceeds from the financing will fund continued clinical and regulatory development of CereVasc's eShunt System, including the ongoing STRIDE pivotal trial in patients with Normal Pressure Hydrocephalus (NPH). STRIDE is a prospective, multi-center, randomized, controlled trial designed to evaluate the safety and effectiveness of the eShunt System compared to the current standard of care, the ventriculo-peritoneal (VP) shunt, and is intended to support a future Premarket Approval (PMA) submission to the FDA. The company will also advance organizational growth and operational scale-up as it moves toward commercialization.

In conjunction with the closing, the company strengthened the Board of Directors with the addition of Kevin Conroy as Lead Independent Director, Christopher Geyen as an independent director and Chair of the Audit Committee, and Tom Schnettler of Piper Sandler Merchant Banking representing the new Series C investors.

"This Series C financing is a meaningful milestone for CereVasc, and more importantly, for the patients who are living with conditions for which current treatment options remain inadequate," said Dan Levangie, Chairman and Chief Executive Officer of CereVasc. "This funding supports the next critical phase for the eShunt System, including PMA submission and preparation for commercial launch — accelerating our path toward a minimally invasive surgery that we believe has the potential to meaningfully improve patient outcomes and quality of life. We are delighted to welcome a slate of new investors and directors whose experience and conviction will help guide CereVasc through this next phase of growth, and we remain deeply grateful for the continued support of our existing partners."

About CereVasc, Inc.
Located in Massachusetts' healthcare hub, CereVasc, Inc. is a clinical-stage medical device company focused on developing novel, minimally invasive treatments for patients with neurological diseases. Its initial product, the eShunt System, employs an innovative percutaneous transvenous-transdural approach to the central nervous system and is intended to enable the first minimally invasive treatment for communicating hydrocephalus (CH). The patented eShunt System includes an endovascularly implantable cerebrospinal fluid shunt and delivery components designed to treat CH without invasive surgery. For additional information, please visit our website at www.cerevasc.com.

About Piper Sandler Merchant Banking
Piper Sandler Merchant Banking (PSMB) is the growth equity investment arm of Piper Sandler Companies (NYSE: PIPR). The PSMB team strives to partner with founders and management teams of high potential businesses that can benefit by leveraging Piper Sandler's knowledge, experience, capital and relationships to build market leading enterprises. PSMB provides investment advisory services through the affiliated registered investment adviser, PSC Capital Partners LLC. Learn more about Piper Sandler Merchant Banking.

The eShunt System is an investigational device and has not been approved by FDA or any other regulatory agency for commercial sale. Its safety and effectiveness have not yet been fully established.

Contacts

Media Contact:
Tiffany Weil
CereVasc, Inc.
[email protected]

SOURCE CereVasc, Inc.

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GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.

NEW YORK, May 04, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into The Simply Good Foods Company (NASDAQ:SMPL) for potential securities fraud after its significant stock drop.

If you invested in Simply Good Foods, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

Key Details of the Simply Good Foods ($SMPL) Class Action Investigation:

Investigation Overview: Securities fraud related to Simply Good Foods’ protein product distribution expansion, product quality, and execution issues.Stock Decline: April 9, 2026 – 18.11% Stock DropAction: Contact BFA Law to discuss your rights
Why is Simply Good Foods Being Investigated for Securities Fraud?

Simply Good Foods is a consumer packaged food and beverage company. The company’s products primarily consist of protein bars and ready-to-drink (“RTD”) protein shakes under the Quest and OWYN brand names. 

BFA is investigating whether Simply Good Foods made false and misleading statements to investors regarding the purported success of its initiative to expand distribution of its Quest and OWYN-branded protein products.

Why did Simply Good Foods’ Stock Drop?

On April 9, 2026, Simply Good Foods released its fiscal Q2 2026 financial results. The company announced net sales of $326 million, a 9.4% decline year-over-year, and cut 2026 guidance to a range of - 10% to - 7% year-over-year. During the corresponding earnings call, Simply Good Foods’ CEO stated that the company’s significant expansion of OWYN products experienced “a combination of a product quality issue . . . that impacted taste, texture and consumer acceptance and poor marketing execution [that] negatively impacted performance during the critical expansion window.” Simply Good Foods also revealed a $249 million impairment charge “largely the result of a challenging fiscal year 2026 and updated projections of future revenue.”

This news caused the price of Simply Good Foods stock to drop $2.61 per share, or more than 18%, from a closing price of $14.41 per share on April 8, 2026, to $11.80 per share on April 9, 2026.

Click here for more information: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

What Can You Do?

If you invested in Simply Good Foods, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Or contact:

Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

NEW YORK, May 08, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into The Simply Good Foods Company (NASDAQ:SMPL) for potential securities fraud after its significant stock drop.

If you invested in Simply Good Foods, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

Key Details of the Simply Good Foods ($SMPL) Class Action Investigation:

Investigation Overview: Securities fraud related to Simply Good Foods’ protein product distribution expansion, product quality, and execution issues.Stock Decline: April 9, 2026 – 18.11% Stock DropAction: Contact BFA Law to discuss your rights
Why is Simply Good Foods Being Investigated for Securities Fraud?

Simply Good Foods is a consumer packaged food and beverage company. The company’s products primarily consist of protein bars and ready-to-drink (“RTD”) protein shakes under the Quest and OWYN brand names. 

BFA is investigating whether Simply Good Foods made false and misleading statements to investors regarding the purported success of its initiative to expand distribution of its Quest and OWYN-branded protein products.

Why did Simply Good Foods’ Stock Drop?

On April 9, 2026, Simply Good Foods released its fiscal Q2 2026 financial results. The company announced net sales of $326 million, a 9.4% decline year-over-year, and cut 2026 guidance to a range of - 10% to - 7% year-over-year. During the corresponding earnings call, Simply Good Foods’ CEO stated that the company’s significant expansion of OWYN products experienced “a combination of a product quality issue . . . that impacted taste, texture and consumer acceptance and poor marketing execution [that] negatively impacted performance during the critical expansion window.” Simply Good Foods also revealed a $249 million impairment charge “largely the result of a challenging fiscal year 2026 and updated projections of future revenue.”

This news caused the price of Simply Good Foods stock to drop $2.61 per share, or more than 18%, from a closing price of $14.41 per share on April 8, 2026, to $11.80 per share on April 9, 2026.

Click here for more information: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

What Can You Do?

If you invested in Simply Good Foods, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Or contact:

Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

NEW YORK, May 13, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into The Simply Good Foods Company (NASDAQ:SMPL) for potential securities fraud after its significant stock drop.

If you invested in Simply Good Foods, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

Key Details of the Simply Good Foods ($SMPL) Class Action Investigation:

Investigation Overview: Securities fraud related to Simply Good Foods’ protein product distribution expansion, product quality, and execution issues.Stock Decline: April 9, 2026 – 18.11% Stock DropAction: Contact BFA Law to discuss your rights Why is Simply Good Foods Being Investigated for Securities Fraud?

Simply Good Foods is a consumer packaged food and beverage company. The company’s products primarily consist of protein bars and ready-to-drink (“RTD”) protein shakes under the Quest and OWYN brand names. 

BFA is investigating whether Simply Good Foods made false and misleading statements to investors regarding the purported success of its initiative to expand distribution of its Quest and OWYN-branded protein products.

Why did Simply Good Foods’ Stock Drop?

On April 9, 2026, Simply Good Foods released its fiscal Q2 2026 financial results. The company announced net sales of $326 million, a 9.4% decline year-over-year, and cut 2026 guidance to a range of - 10% to - 7% year-over-year. During the corresponding earnings call, Simply Good Foods’ CEO stated that the company’s significant expansion of OWYN products experienced “a combination of a product quality issue . . . that impacted taste, texture and consumer acceptance and poor marketing execution [that] negatively impacted performance during the critical expansion window.” Simply Good Foods also revealed a $249 million impairment charge “largely the result of a challenging fiscal year 2026 and updated projections of future revenue.”

This news caused the price of Simply Good Foods stock to drop $2.61 per share, or more than 18%, from a closing price of $14.41 per share on April 8, 2026, to $11.80 per share on April 9, 2026.

Click here for more information: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

What Can You Do?

If you invested in Simply Good Foods, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Or contact:

Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

NEW YORK, May 18, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into The Simply Good Foods Company (NASDAQ:SMPL) for potential securities fraud after its significant stock drop.

If you invested in Simply Good Foods, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

Key Details of the Simply Good Foods ($SMPL) Class Action Investigation:

Investigation Overview: Securities fraud related to Simply Good Foods’ protein product distribution expansion, product quality, and execution issues.Stock Decline: April 9, 2026 – 18.11% Stock DropAction: Contact BFA Law to discuss your rights Why is Simply Good Foods Being Investigated for Securities Fraud?

Simply Good Foods is a consumer packaged food and beverage company. The company’s products primarily consist of protein bars and ready-to-drink (“RTD”) protein shakes under the Quest and OWYN brand names. 

BFA is investigating whether Simply Good Foods made false and misleading statements to investors regarding the purported success of its initiative to expand distribution of its Quest and OWYN-branded protein products.

Why did Simply Good Foods’ Stock Drop?

On April 9, 2026, Simply Good Foods released its fiscal Q2 2026 financial results. The company announced net sales of $326 million, a 9.4% decline year-over-year, and cut 2026 guidance to a range of - 10% to - 7% year-over-year. During the corresponding earnings call, Simply Good Foods’ CEO stated that the company’s significant expansion of OWYN products experienced “a combination of a product quality issue . . . that impacted taste, texture and consumer acceptance and poor marketing execution [that] negatively impacted performance during the critical expansion window.” Simply Good Foods also revealed a $249 million impairment charge “largely the result of a challenging fiscal year 2026 and updated projections of future revenue.”

This news caused the price of Simply Good Foods stock to drop $2.61 per share, or more than 18%, from a closing price of $14.41 per share on April 8, 2026, to $11.80 per share on April 9, 2026.

Click here for more information: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

What Can You Do?

If you invested in Simply Good Foods, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Or contact:

Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

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We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

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GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.

NEW YORK, May 22, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into The Simply Good Foods Company (NASDAQ:SMPL) for potential securities fraud after its significant stock drop.

If you invested in Simply Good Foods, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

Key Details of the Simply Good Foods ($SMPL) Class Action Investigation:

Investigation Overview: Securities fraud related to Simply Good Foods’ protein product distribution expansion, product quality, and execution issues.Stock Decline: April 9, 2026 – 18.11% Stock DropAction: Contact BFA Law to discuss your rights Why is Simply Good Foods Being Investigated for Securities Fraud?

Simply Good Foods is a consumer packaged food and beverage company. The company’s products primarily consist of protein bars and ready-to-drink (“RTD”) protein shakes under the Quest and OWYN brand names. 

BFA is investigating whether Simply Good Foods made false and misleading statements to investors regarding the purported success of its initiative to expand distribution of its Quest and OWYN-branded protein products.

Why did Simply Good Foods’ Stock Drop?

On April 9, 2026, Simply Good Foods released its fiscal Q2 2026 financial results. The company announced net sales of $326 million, a 9.4% decline year-over-year, and cut 2026 guidance to a range of - 10% to - 7% year-over-year. During the corresponding earnings call, Simply Good Foods’ CEO stated that the company’s significant expansion of OWYN products experienced “a combination of a product quality issue . . . that impacted taste, texture and consumer acceptance and poor marketing execution [that] negatively impacted performance during the critical expansion window.” Simply Good Foods also revealed a $249 million impairment charge “largely the result of a challenging fiscal year 2026 and updated projections of future revenue.”

This news caused the price of Simply Good Foods stock to drop $2.61 per share, or more than 18%, from a closing price of $14.41 per share on April 8, 2026, to $11.80 per share on April 9, 2026.

Click here for more information: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

What Can You Do?

If you invested in Simply Good Foods, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Or contact:

Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

NEW YORK, May 25, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into The Simply Good Foods Company (NASDAQ:SMPL) for potential securities fraud after its significant stock drop.

If you invested in Simply Good Foods, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

Key Details of the Simply Good Foods ($SMPL) Class Action Investigation:

Investigation Overview: Securities fraud related to Simply Good Foods’ protein product distribution expansion, product quality, and execution issues.Stock Decline: April 9, 2026 – 18.11% Stock DropAction: Contact BFA Law to discuss your rights Why is Simply Good Foods Being Investigated for Securities Fraud?

Simply Good Foods is a consumer packaged food and beverage company. The company’s products primarily consist of protein bars and ready-to-drink (“RTD”) protein shakes under the Quest and OWYN brand names. 

BFA is investigating whether Simply Good Foods made false and misleading statements to investors regarding the purported success of its initiative to expand distribution of its Quest and OWYN-branded protein products.

Why did Simply Good Foods’ Stock Drop?

On April 9, 2026, Simply Good Foods released its fiscal Q2 2026 financial results. The company announced net sales of $326 million, a 9.4% decline year-over-year, and cut 2026 guidance to a range of - 10% to - 7% year-over-year. During the corresponding earnings call, Simply Good Foods’ CEO stated that the company’s significant expansion of OWYN products experienced “a combination of a product quality issue . . . that impacted taste, texture and consumer acceptance and poor marketing execution [that] negatively impacted performance during the critical expansion window.” Simply Good Foods also revealed a $249 million impairment charge “largely the result of a challenging fiscal year 2026 and updated projections of future revenue.”

This news caused the price of Simply Good Foods stock to drop $2.61 per share, or more than 18%, from a closing price of $14.41 per share on April 8, 2026, to $11.80 per share on April 9, 2026.

Click here for more information: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

What Can You Do?

If you invested in Simply Good Foods, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Or contact:

Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

NEW YORK, May 29, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into The Simply Good Foods Company (NASDAQ:SMPL) for potential securities fraud after its significant stock drop.

If you invested in Simply Good Foods, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

Key Details of the Simply Good Foods ($SMPL) Class Action Investigation:

Investigation Overview: Securities fraud related to Simply Good Foods’ protein product distribution expansion, product quality, and execution issues.Stock Decline: April 9, 2026 – 18.11% Stock DropAction: Contact BFA Law to discuss your rights
Why is Simply Good Foods Being Investigated for Securities Fraud?

Simply Good Foods is a consumer packaged food and beverage company. The company’s products primarily consist of protein bars and ready-to-drink (“RTD”) protein shakes under the Quest and OWYN brand names. 

BFA is investigating whether Simply Good Foods made false and misleading statements to investors regarding the purported success of its initiative to expand distribution of its Quest and OWYN-branded protein products.

Why did Simply Good Foods’ Stock Drop?

On April 9, 2026, Simply Good Foods released its fiscal Q2 2026 financial results. The company announced net sales of $326 million, a 9.4% decline year-over-year, and cut 2026 guidance to a range of - 10% to - 7% year-over-year. During the corresponding earnings call, Simply Good Foods’ CEO stated that the company’s significant expansion of OWYN products experienced “a combination of a product quality issue . . . that impacted taste, texture and consumer acceptance and poor marketing execution [that] negatively impacted performance during the critical expansion window.” Simply Good Foods also revealed a $249 million impairment charge “largely the result of a challenging fiscal year 2026 and updated projections of future revenue.”

This news caused the price of Simply Good Foods stock to drop $2.61 per share, or more than 18%, from a closing price of $14.41 per share on April 8, 2026, to $11.80 per share on April 9, 2026.

Click here for more information: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

What Can You Do?

If you invested in Simply Good Foods, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Or contact:

Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

NEW YORK, June 10, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into The Simply Good Foods Company (NASDAQ:SMPL) for potential securities fraud after its significant stock drop.

If you invested in Simply Good Foods, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

Key Details of the Simply Good Foods ($SMPL) Class Action Investigation:

Investigation Overview: Securities fraud related to Simply Good Foods’ protein product distribution expansion, product quality, and execution issues.Stock Decline: April 9, 2026 – 18.11% Stock DropAction: Contact BFA Law to discuss your rights Why is Simply Good Foods Being Investigated for Securities Fraud?

Simply Good Foods is a consumer packaged food and beverage company. The company’s products primarily consist of protein bars and ready-to-drink (“RTD”) protein shakes under the Quest and OWYN brand names.

BFA is investigating whether Simply Good Foods made false and misleading statements to investors regarding the purported success of its initiative to expand distribution of its Quest and OWYN-branded protein products.

Why did Simply Good Foods’ Stock Drop?

On April 9, 2026, Simply Good Foods released its fiscal Q2 2026 financial results. The company announced net sales of $326 million, a 9.4% decline year-over-year, and cut 2026 guidance to a range of - 10% to - 7% year-over-year. During the corresponding earnings call, Simply Good Foods’ CEO stated that the company’s significant expansion of OWYN products experienced “a combination of a product quality issue . . . that impacted taste, texture and consumer acceptance and poor marketing execution [that] negatively impacted performance during the critical expansion window.” Simply Good Foods also revealed a $249 million impairment charge “largely the result of a challenging fiscal year 2026 and updated projections of future revenue.”

This news caused the price of Simply Good Foods stock to drop $2.61 per share, or more than 18%, from a closing price of $14.41 per share on April 8, 2026, to $11.80 per share on April 9, 2026.

Click here for more information: https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit.

What Can You Do?

If you invested in Simply Good Foods, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Or contact:

Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/simply-good-foods-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

Investors interested in stocks from the Schools sector have probably already heard of Afya (AFYA - Free Report) and Grand Canyon Education (LOPE - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.

The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.

Afya and Grand Canyon Education are sporting Zacks Ranks of #1 (Strong Buy) and #3 (Hold), respectively, right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that AFYA has an improving earnings outlook. But this is just one piece of the puzzle for value investors.

Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.

Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.

AFYA currently has a forward P/E ratio of 7.71, while LOPE has a forward P/E of 16.24. We also note that AFYA has a PEG ratio of 0.57. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. LOPE currently has a PEG ratio of 1.08.

Another notable valuation metric for AFYA is its P/B ratio of 1.47. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, LOPE has a P/B of 6.14.

These are just a few of the metrics contributing to AFYA's Value grade of A and LOPE's Value grade of C.

AFYA sticks out from LOPE in both our Zacks Rank and Style Scores models, so value investors will likely feel that AFYA is the better option right now.

Posted by Defense World Staff on Mar 30th, 2026

Assenagon Asset Management S.A. lessened its position in Grand Canyon Education, Inc. (NASDAQ:LOPE – Free Report) by 87.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 25,741 shares of the company’s stock after selling 175,189 shares during the period. Assenagon Asset Management S.A. owned approximately 0.09% of Grand Canyon Education worth $4,281,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Mather Group LLC. acquired a new position in Grand Canyon Education during the third quarter worth about $29,000. Manning & Napier Advisors LLC acquired a new stake in Grand Canyon Education in the 3rd quarter valued at about $32,000. True Wealth Design LLC lifted its holdings in Grand Canyon Education by 46.0% in the 3rd quarter. True Wealth Design LLC now owns 203 shares of the company’s stock valued at $45,000 after acquiring an additional 64 shares during the last quarter. Employees Retirement System of Texas bought a new position in shares of Grand Canyon Education during the 3rd quarter valued at about $48,000. Finally, Financial Life Planners acquired a new position in shares of Grand Canyon Education in the 3rd quarter worth approximately $49,000. Institutional investors and hedge funds own 94.17% of the company’s stock.

Analyst Ratings Changes LOPE has been the subject of several recent research reports. Barrington Research reissued an “outperform” rating and set a $230.00 target price on shares of Grand Canyon Education in a research note on Thursday, February 19th. Weiss Ratings lowered shares of Grand Canyon Education from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, January 13th. Two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Grand Canyon Education currently has an average rating of “Moderate Buy” and a consensus target price of $220.00.

Read Our Latest Report on Grand Canyon Education

Grand Canyon Education Stock Performance NASDAQ LOPE opened at $166.58 on Monday. Grand Canyon Education, Inc. has a 1 year low of $149.37 and a 1 year high of $223.04. The company has a market cap of $4.52 billion, a PE ratio of 21.58, a PEG ratio of 1.10 and a beta of 0.72. The stock’s 50-day moving average price is $166.37 and its two-hundred day moving average price is $177.93.

Grand Canyon Education (NASDAQ:LOPE – Get Free Report) last announced its earnings results on Wednesday, February 18th. The company reported $3.21 EPS for the quarter, topping the consensus estimate of $3.19 by $0.02. The company had revenue of $308.12 million during the quarter, compared to analysts’ expectations of $307.92 million. Grand Canyon Education had a net margin of 19.54% and a return on equity of 33.28%. The business’s revenue for the quarter was up 5.3% on a year-over-year basis. During the same period last year, the company posted $2.95 earnings per share. Research analysts forecast that Grand Canyon Education, Inc. will post 8.81 EPS for the current fiscal year.

About Grand Canyon Education (Free Report)

Grand Canyon Education, Inc provides a suite of higher‐education services through a long-term agreement with Grand Canyon University (GCU), one of the nation’s largest private Christian universities. The company’s offerings encompass a full range of academic and operational support functions, including enrollment management, student recruitment, curriculum development, instructional delivery, and technology infrastructure. Through its online program management capabilities, Grand Canyon Education helps design, market and deliver undergraduate, graduate and certificate programs to meet the needs of both traditional and non‐traditional learners.

Core services include digital marketing, admissions support, student success coaching, learning management systems and faculty recruitment.

Featured Articles Five stocks we like better than Grand Canyon Education

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, /PRNewswire/ -- Grand Canyon Education, Inc. (Nasdaq:LOPE) announced today that it will report its 2026 first quarter results and full year outlook for 2026 after market close on Thursday, April 30, 2026. The Company will host a conference call to discuss the results in more detail at 1:30 P.M. (4:30 P.M. ET) the same day.

Live Conference Dial-In:

Those interested in participating in the question-and-answer session should follow the conference dial-in instructions below.

Participants may register for the call here to receive the dial-in numbers and unique PIN to access the call seamlessly.

Please dial in at least ten minutes prior to the start of the call. Journalists are invited to listen only. 

Webcast and Replay:

Investors, journalists and the general public may access a live webcast of this event at: Q1 2026 Grand Canyon Education Inc. Earnings Conference Call. A webcast replay will be available approximately two hours following the conclusion of the call at the same link.

About Grand Canyon Education, Inc.

Grand Canyon Education (GCE), incorporated in 2008, is a publicly traded education services company that currently provides services to 20 university partners. GCE is uniquely positioned in the education services industry in that its leadership has greater than 30 years of proven expertise in providing a full array of support services in the post-secondary education sector and has developed significant technological solutions, infrastructure and operational processes to provide superior service in these areas on a large scale. GCE provides services that support students, faculty and staff of partner institutions such as marketing, strategic enrollment management, counseling services, financial services, technology, technical support, compliance, human resources, classroom operations, curriculum development, faculty recruitment and training, among others. For more information about Grand Canyon Education, Inc. visit the Company's website at www.gce.com.

Contact:
Daniel E. Bachus
Chief Financial Officer
Grand Canyon Education, Inc.
602-639-6648
[email protected]

SOURCE Grand Canyon Education, Inc.

Grand Canyon Education remains a 'Buy,' with a projected 20–25% upside and strong buyback support despite near-term growth slowdown. LOPE continues to outperform the S&P 500, delivering consistent EPS beats and maintaining premium valuation multiples versus peers. FY 2026 growth is expected to moderate, but margin expansion, B2B enrollment, and buybacks should drive EPS and FCF yield near 6%.

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Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.

, /PRNewswire/ -- Grand Canyon Education, Inc. (NASDAQ: LOPE), ("GCE" or the "Company"), is a publicly traded education services company that currently provides services to 20 university partners. GCE provides a full array of support services in the post-secondary education sector and has developed significant technological solutions, infrastructure and operational processes to provide superior services in these areas on a large scale. GCE today announced financial results for the quarter ended March 31, 2026.

Grand Canyon Education, Inc. Reports First Quarter 2026 Results

For the three months ended March 31, 2026:

Service revenue for the three months ended March 31, 2026 was $308.8 million, an increase of $19.5 million, or 6.7%, as compared to service revenue of $289.3 million for the three months ended March 31, 2025. The increase year over year in service revenue was primarily due to an increase in university partner enrollments of 7.1% to 136,884 at March 31, 2026 as compared to 127,779 at March 31, 2025. Revenue per student decreased slightly between years primarily due to contract modifications with some of our university partners in which our revenue share percentage was reduced in exchange for us no longer reimbursing these partners for certain faculty costs which had the effect of reducing revenue per student and a slight decline year over year in revenue per student for online students due to the continued mix shift to students that have a slightly lower net tuition rate and a slight decline year over year in ground students which generate a higher revenue per student than online students. These decreases were partially offset by an additional day of revenue for the ground campus due to the start date shifting one day of revenue from the second quarter to the first quarter in 2026 which had a $1.0 million impact and the service revenue per student for accelerated Bachelor of Science in Nursing ("ABSN") students at off-campus classroom and laboratory sites generating a significantly higher revenue per student than we earn under our agreement with GCU, as these agreements generally provide us with a higher revenue share percentage, the partners have higher tuition rates than GCU and the majority of our partners' students take more credits on average per semester. GCU enrollments increased to 132,354 at March 31, 2026, an increase of 6.9% over enrollments at March 31, 2025. University partner enrollments at our off-campus classroom and laboratory sites were 5,961, an increase of 18.6% over enrollments at March 31, 2025, which includes 1,431 and 1,021 GCU students at March 31, 2026 and 2025, respectively. Excluding sites that have been closed or are in teach out, total enrollments at our off-campus classroom and laboratory sites increased 20.3% between years. We opened five new sites in the year ended December 31, 2025 closed two sites in which we stopped recruiting new students in 2024 and merged two sites that were located in the same market bringing the total number of these sites to 47 at December 31, 2025, which has also positively impacted the enrollment growth. We plan to open one to two additional sites in the second half of 2026 while mutually agreeing with one partner to stop the recruiting of new students and begin teach outs at its three sites during the first quarter of 2026. Enrollments for GCU ground students were 21,948 at March 31, 2026, down slightly from 22,330 at March 31, 2025. The number of ground students has historically declined between the Fall and Spring semesters due to graduations significantly exceeding Spring new enrollments. GCU online enrollments were 110,406 at March 31, 2026, up from 101,443 at March 31, 2025, an increase of 8.8% between years. Operating income for the three months ended March 31, 2026 was $95.5 million, an increase of $7.5 million, or 8.5%, as compared to $88.0 million for the same period in 2025. The operating margin for the three months ended March 31, 2026 and 2025 was 30.9% and 30.4%, respectively. Income tax expense for the three months ended March 31, 2026 was $23.1 million, an increase of $3.3 million, or 16.9%, as compared to income tax expense of $19.8 million for the three months ended March 31, 2025. Our effective tax rate was 23.5% during the three months ended March 31, 2026 compared to 21.6% during the three months ended March 31, 2025. The effective tax rate increased year over year due to higher state income taxes and a decrease in excess tax benefits to $1.4 million as compared to $2.7 million in the three months ended March 31, 2026 and 2025, respectively. The inclusion of excess tax benefits and deficiencies as a component of our income tax expense increases the volatility within our provision for income taxes as the amount of excess tax benefits or deficiencies from share-based compensation awards are dependent on our stock price at the date the restricted stock awards vest. Our restricted stock awards vest in March each year so any benefit or expense will primarily impact the first quarter each year. Net income for the three months ended March 31, 2026 was $75.3 million, an increase of $3.7 million, or 5.2% as compared to $71.6 million for the same period in 2025. As adjusted net income was $77.0 million and $73.3 million for the first quarters of 2026 and 2025, respectively. Diluted net income per share was $2.80 and $2.52 for the first quarters of 2026 and 2025, respectively. As adjusted diluted net income per share was $2.86 and $2.57 for the first quarters of 2026 and 2025, respectively. Adjusted EBITDA increased 8.5% to $110.7 million for the first quarter of 2026, compared to $102.0 million for the same period in 2025. Liquidity and Capital Resources

Our liquidity position, as measured by cash and cash equivalents and investments decreased by $48.4 million between December 31, 2025 and March 31, 2026, which was largely attributable to cash expended for share repurchases and capital expenditures exceeding our cash provided by operations during the three months ended March 31, 2026. Our unrestricted cash and cash equivalents and investments were $251.7 million and $300.1 million at March 31, 2026 and December 31, 2025, respectively.

Grand Canyon Education, Inc. Reports First Quarter 2026 Results and Full Year Outlook 2026

2026 Outlook

Q2 2026:

Service revenue of between $260.0 million and $264.0 million; Operating margin of between 20.1% and 21.3%; Effective tax rate of 24.9%; Diluted EPS of between $1.57 and $1.68; and 26.3 million diluted shares. The diluted EPS guidance includes non-cash amortization of intangible assets net of taxes of $1.6 million, which equates to a $0.06 impact on diluted EPS. Thus, as adjusted, non-GAAP diluted income per share of between $1.63 and $1.74.

Q3 2026:

Service revenue of between $271.5 million and $278.5 million; Operating margin of between 21.0% and 23.0%; Effective tax rate of 24.9%; Diluted EPS of between $1.72 and $1.91; and 26.1 million diluted shares. The diluted EPS guidance includes non-cash amortization of intangible assets net of taxes of $1.6 million, which equates to a $0.06 impact on diluted EPS. Thus, as adjusted, non-GAAP diluted income per share of between $1.78 and $1.97.

Q4 2026:

Service revenue of between $329.0 million and $338.5 million; Operating margin of between 36.4% and 38.2%; Effective tax rate of 24.3%; Diluted EPS of between $3.59 and $3.87; and 25.8 million diluted shares. The diluted EPS guidance includes non-cash amortization of intangible assets net of taxes of $1.6 million, which equates to a $0.06 impact on diluted EPS. Thus, as adjusted, non-GAAP diluted income per share of between $3.65 and $3.93.

Full Year 2026:

Service revenue of between $1,169.3 million and $1,189.8 million; Operating margin of between 27.8% and 29.0%; Effective tax rate of 24.3%; Diluted EPS between $9.69 and $10.26; and 26.2 million diluted shares. The diluted EPS guidance includes non-cash amortization of intangible assets net of taxes of $6.4 million, which equates to a $0.24 impact on diluted EPS. Thus, as adjusted, non-GAAP diluted income per share of between $9.93 and $10.50.

Forward-Looking Statements

This news release contains "forward-looking statements" within the meaning of federal securities laws including information relating to future events, future financial performance, strategies, expectations, competitive environment, regulation, and availability of resources. These forward-looking statements include, without limitation, statements regarding: proposed new programs; whether regulatory, economic, or business developments or other matters may or may not have a material adverse effect on our financial position, results of operations, or liquidity; projections, predictions, expectations, estimates, and forecasts as to our business, financial and operating results, and future economic performance; and management's goals and objectives and other similar expressions concerning matters that are not historical facts. Words such as "may," "should," "could," "would," "predicts," "potential," "continue," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates" and similar expressions, the negative of these expressions, as well as statements in future tense, identify forward-looking statements.

Forward-looking statements should not be read as a guarantee of future performance or results and will not necessarily be accurate indications of the times at, or by, which such performance or results will be achieved. Forward-looking statements are based on information available at the time those statements are made or management's good faith belief as of that time with respect to future events and are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. Important factors that could cause our actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements include, but are not limited to: (i) legal and regulatory actions taken against us related to our services business, or against our university partners that impact their businesses and that directly or indirectly reduce the service revenue we can earn under our master services agreements; (ii) the occurrence of any event, change or other circumstance that could give rise to the termination of any of the key university partner agreements; (iii) our ability to properly manage risks and challenges associated with strategic initiatives, including potential acquisitions or divestitures of, or investments in, new businesses, acquisitions of new properties and new university partners, and expansion of services provided to our existing university partners; (iv) our ability to comply with the extensive regulatory framework applicable to us either directly as a third-party service provider or indirectly through our university partners; (v) our ability to manage risks associated with epidemics, pandemics, or public health crises; (vi) our ability to manage risks resulting from system disruptions, interruptions, or outages associated with our technology platforms or those of third-party service providers; (vii) the ability of our university partners' students to obtain federal Title IV funds, state financial aid, and private financing; (viii) potential damage to our reputation or other adverse effects as a result of negative publicity in the media, in the industry or in connection with governmental reports or investigations or otherwise; (ix) risks associated with changes in applicable federal and state laws and regulations and accrediting commission standards; (x) competition from other education service companies in our geographic region and market sector; (xi) our ability to hire and train new, and develop and train existing employees; (xii) the pace of growth of our university partners' enrollment and its effect on the pace of our own growth; (xiii) fluctuations in our revenues due to seasonality; (xiv) our ability to, on behalf of our university partners, convert prospective students to enrolled students and to retain active students to graduation; and (xv) other risks and uncertainties identified from time to time in documents filed with the Securities and Exchange Commission (the "SEC") by us, including our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed on February 18, 2026.

Forward-looking statements speak only as of the date the statements are made. You should not put undue reliance on any forward-looking statements. We assume no obligation to update forward-looking statements to reflect actual results, changes in assumptions, or changes in other factors affecting forward-looking information, except to the extent required by applicable securities laws. If we do update one or more forward-looking statements, no inference should be drawn that we will make additional updates with respect to those or other forward-looking statements. This press release should be read in conjunction with the information included in our other press releases, reports and other filings with the SEC. Understanding the information contained in these filings is important in order to fully understand GCE's reported financial results and our business outlook for future periods.

Grand Canyon Education, Inc. Reports First Quarter 2026 Results

Conference Call

Grand Canyon Education, Inc. will discuss its first quarter 2026 results and full year 2026 outlook during a conference call scheduled for today, April 30, 2026 at 4:30 p.m. Eastern time (ET).

Live Conference Dial-In:

Those interested in participating in the question-and-answer session should follow the conference dial-in instructions below. Participants may register for the call here to receive the dial-in numbers and unique PIN to access the call seamlessly. Please dial in at least ten minutes prior to the start of the call. Journalists are invited to listen only.

Webcast and Replay:

Investors, journalists and the general public may access a live webcast of this event at: Q1 2026 Grand Canyon Education Inc. Earnings Conference Call. A webcast replay will be available approximately two hours following the conclusion of the call at the same link.

About Grand Canyon Education, Inc.

Grand Canyon Education, Inc. ("GCE"), incorporated in 2008, is a publicly traded education services company that currently provides services to 20 university partners. GCE is uniquely positioned in the education services industry in that its leadership has over 30 years of proven expertise in providing a full array of support services in the post-secondary education sector and has developed significant technological solutions, infrastructure and operational processes to provide superior services in these areas on a large scale. GCE provides services that support students, faculty and staff of partner institutions such as marketing, strategic enrollment management, counseling services, financial services, technology, technical support, compliance, human resources, classroom operations, content development, faculty recruitment and training, among others. For more information about GCE visit the Company's website at www.gce.com.

Grand Canyon Education, Inc., 2600 W. Camelback Road, Phoenix, AZ 85017, www.gce.com.

Grand Canyon Education, Inc. Reports First Quarter 2026 Results

GRAND CANYON EDUCATION, INC.
Consolidated Income Statements
(Unaudited)

Three Months Ended

March 31,

2026

2025

(In thousands, except per share data)

Service revenue

$

308,760

$

289,310

Costs and expenses:

Technology and academic services

45,030

41,664

Counseling services and support

91,857

86,822

Marketing and communication

63,987

60,330

General and administrative

10,319

10,366

Amortization of intangible assets

2,105

2,105

Total costs and expenses

213,298

201,287

Operating income

95,462

88,023

Investment interest and other

3,021

3,381

Income before income taxes

98,483

91,404

Income tax expense

23,135

19,786

Net income

$

75,348

$

71,618

Earnings per share:

Basic income per share

$

2.82

$

2.53

Diluted income per share

$

2.80

$

2.52

Basic weighted average shares outstanding

26,744

28,277

Diluted weighted average shares outstanding

26,869

28,469

Grand Canyon Education, Inc. Reports First Quarter 2026 Results

GRAND CANYON EDUCATION, INC.
Consolidated Balance Sheets

As of March 31,

As of December 31,

(In thousands, except par value)

2026

2025

ASSETS:

(Unaudited)

Current assets

Cash and cash equivalents

$

96,145

$

111,762

Investments

155,555

188,317

Accounts receivable, net

113,251

84,278

Income taxes receivable

231

2,392

Other current assets

14,793

13,430

Total current assets

379,975

400,179

Property and equipment, net

179,656

178,957

Right-of-use assets

93,495

96,571

Amortizable intangible assets, net

149,438

151,543

Goodwill

160,766

160,766

Other assets

4,564

4,289

Total assets

$

967,894

$

992,305

LIABILITIES AND STOCKHOLDERS' EQUITY:

Current liabilities

Accounts payable

$

29,258

$

24,347

Accrued compensation and benefits

25,574

35,199

Accrued liabilities

37,873

32,283

Income taxes payable

20,792

3,355

Deferred revenue

9,868

—

Current portion of lease liability

15,054

14,568

Total current liabilities

138,419

109,752

Deferred income taxes, noncurrent

42,775

41,426

Other long-term liabilities

1,384

1,439

Lease liability, less current portion

89,126

92,755

Total liabilities

271,704

245,372

Commitments and contingencies

Stockholders' equity

Preferred stock, $0.01 par value, 10,000 shares authorized; 0 shares issued and outstanding
at March 31, 2026 and December 31, 2025

—

—

Common stock, $0.01 par value, 100,000 shares authorized; 54,263 and 54,178 shares issued
and 26,705 and 27,393 shares outstanding at March 31, 2026 and December 31, 2025,
respectively

543

542

Treasury stock, at cost, 27,558 and 26,785 shares of common stock at March 31, 2026 and
December 31, 2025, respectively

(2,420,603)

(2,291,610)

Additional paid-in capital

353,971

350,374

Accumulated other comprehensive (loss) gain

(185)

511

Retained earnings

2,762,464

2,687,116

Total stockholders' equity

696,190

746,933

Total liabilities and stockholders' equity

$

967,894

$

992,305

Grand Canyon Education, Inc. Reports First Quarter 2026 Results

GRAND CANYON EDUCATION, INC.
Consolidated Statements of Cash Flows
(Unaudited)

Three Months Ended

March 31,

(In thousands)

2026

2025

Cash flows provided by operating activities:

Net income

$

75,348

$

71,618

Adjustments to reconcile net income to net cash provided by operating activities:

Share-based compensation

3,598

3,630

Depreciation and amortization

8,343

7,451

Amortization of intangible assets

2,105

2,105

Deferred income taxes

1,566

2,446

Other, including fixed asset disposals

(232)

(207)

Changes in assets and liabilities:

Accounts receivable

(28,973)

(32,748)

Other assets

(1,791)

(4,449)

Right-of-use assets and lease liabilities

(67)

278

Accounts payable

4,022

(2,023)

Accrued liabilities

(5,177)

(5,558)

Income taxes receivable/payable

19,598

16,007

Deferred revenue

9,868

9,081

Net cash provided by operating activities

88,208

67,631

Cash flows provided by (used in) investing activities:

Capital expenditures

(8,129)

(8,948)

Additions of amortizable content

(15)

(20)

Purchase of equity investment

—

(1,000)

Loss on equity investment

100

—

Purchases of investments

(23,512)

(159,920)

Proceeds from sale or maturity of investments

55,637

—

Net cash provided by (used in) investing activities

24,081

(169,888)

Cash flows used in financing activities:

Repurchase of common shares and shares withheld in lieu of income taxes

(127,906)

(77,857)

Net cash used in financing activities

(127,906)

(77,857)

Net decrease in cash and cash equivalents and restricted cash

(15,617)

(180,114)

Cash and cash equivalents and restricted cash, beginning of period

111,762

324,623

Cash and cash equivalents and restricted cash, end of period

$

96,145

$

144,509

Supplemental disclosure of cash flow information

Cash paid for interest

$

—

$

—

Cash paid for income taxes

$

370

$

333

Supplemental disclosure of non-cash investing and financing activities

Purchases of property and equipment included in accounts payable

$

1,724

$

444

Excise tax on treasury stock repurchases

$

1,087

$

533

Grand Canyon Education, Inc. Reports First Quarter 2026 Results

GRAND CANYON EDUCATION, INC.

Adjusted EBITDA (Non-GAAP Financial Measure)

Adjusted EBITDA is defined as net income plus interest expense, less interest income and other gain (loss) recognized on investments, plus income tax expense, and plus depreciation and amortization (EBITDA), as adjusted for (i) contributions to private Arizona school tuition organizations in lieu of the payment of state income taxes; (ii) share-based compensation; and (iii) unusual charges or gains, such as litigation and regulatory costs, impairment charges and asset write-offs, severance costs, and exit or lease termination costs. We present Adjusted EBITDA because we consider it to be an important supplemental measure of our operating performance. We also make certain compensation decisions based, in part, on our operating performance, as measured by Adjusted EBITDA. All of the adjustments made in our calculation of Adjusted EBITDA are adjustments to items that management does not consider to be reflective of our core operating performance. Management considers our core operating performance to be that which can be affected by our managers in any particular period through their management of the resources that affect our underlying revenue and profit generating operations during that period and does not consider the items for which we make adjustments (as listed above) to be reflective of our core performance.

We believe Adjusted EBITDA allows us to compare our current operating results with corresponding historical periods and with the operational performance of other companies in our industry because it does not give effect to potential differences caused by variations in capital structures (affecting relative interest expense, including the impact of write-offs of deferred financing costs when companies refinance their indebtedness), tax positions (such as the impact on periods or companies of changes in effective tax rates or net operating losses), the book amortization of intangibles (affecting relative amortization expense), and other items that we do not consider reflective of underlying operating performance. We also present Adjusted EBITDA because we believe it is frequently used by securities analysts, investors, and other interested parties as a measure of performance.

In evaluating Adjusted EBITDA, investors should be aware that in the future we may incur expenses similar to the adjustments described above. Our presentation of Adjusted EBITDA should not be construed as an inference that our future results will be unaffected by expenses that are unusual, non-routine, or non-recurring. Adjusted EBITDA has limitations as an analytical tool in that, among other things, it does not reflect:

cash expenditures for capital expenditures or contractual commitments; changes in, or cash requirements for, our working capital requirements; interest expense, or the cash required to replace assets that are being depreciated or amortized; and the impact on our reported results of earnings or charges resulting from the items for which we make adjustments to our EBITDA, as described above and set forth in the table below. In addition, other companies, including other companies in our industry, may calculate these measures differently than we do, limiting the usefulness of Adjusted EBITDA as a comparative measure. Because of these limitations, Adjusted EBITDA should not be considered as a substitute for net income, operating income, or any other performance measure derived in accordance with and reported under GAAP, or as an alternative to cash flow from operating activities or as a measure of our liquidity. We compensate for these limitations by relying primarily on our GAAP results and only use Adjusted EBITDA as a supplemental performance measure.

The following table provides a reconciliation of net income to Adjusted EBITDA, which is a non-GAAP measure for the periods indicated:

Three Months Ended

March 31,

2026

2025

(Unaudited, in thousands)

Net income

$

75,348

$

71,618

Less: investment interest and other

(3,021)

(3,381)

Plus: income tax expense

23,135

19,786

Plus: amortization of intangible assets

2,105

2,105

Plus: depreciation and amortization

8,343

7,451

EBITDA

105,910

97,579

Plus: share-based compensation

3,598

3,630

Plus: litigation and regulatory costs

1,167

743

Plus: loss on fixed asset disposal

11

16

Adjusted EBITDA

$

110,686

$

101,968

Non-GAAP Net Income and Non-GAAP Diluted Income Per Share

The Company believes the presentation of non-GAAP net income and non-GAAP diluted income per share information that excludes amortization of intangible assets and loss on disposal of fixed assets allows investors to develop a more meaningful understanding of the Company's performance over time. Accordingly, for the three months ended March 31, 2026 and 2025, the table below provides reconciliations of these non-GAAP items to GAAP net income and GAAP diluted income per share, respectively:

Three Months Ended

March 31,

2026

2025

(Unaudited, in thousands except per share data)

GAAP Net income

$

75,348

$

71,618

Plus: Amortization of intangible assets

2,105

2,105

Plus: Loss on disposal of fixed assets

11

16

Less: Income tax effects of adjustments (1)

(497)

(459)

As Adjusted, Non-GAAP Net income

$

76,967

$

73,280

GAAP Diluted income per share

$

2.80

$

2.52

Plus: Amortization of intangible assets (2)

0.06

0.05

Plus: Loss on disposal of fixed assets (3)

0.00

0.00

As Adjusted, Non-GAAP Diluted income per share

$

2.86

$

2.57

(1)

The income tax effects of adjustments are based on the effective income tax rate applicable to adjusted (non-GAAP) results. 

(2)

The amortization of acquired intangible assets per diluted share is net of an income tax benefit of $0.02 for both of the three months ended March 31, 2026 and 2025.

(3)

The loss on disposal of fixed assets per diluted share is net of an income tax benefit of nil for both of the three months ended March 31, 2026 and 2025.

Investor Relations Contact:
Daniel E. Bachus
Chief Financial Officer
Grand Canyon Education, Inc.
602-639-6648
[email protected]

SOURCE Grand Canyon Education, Inc.

Grand Canyon Education, Inc. (LOPE) Q1 2026 Earnings Call Transcript

Investors interested in stocks from the Schools sector have probably already heard of TAL Education (TAL) and Grand Canyon Education (LOPE). But which of these two stocks presents investors with the better value opportunity right now?

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Considering buying LOPE stock? Here’s what analysts think:

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