Kindercare Learning Companies

KLC · NYSE

$1.70−$0.01 (−0.58%)TodayMarket closed · Oct 20, 7:55 PM ET

Prev close $1.71

KLC analyst rating

HoldConsensus of 7 analysts over the last 12 months. 14% rate it a buy.

Strong buy0
Buy1
Hold4
Underperform2
Sell0

12-month price target · 8 analysts

Average $4.21 (+147.7% upside)

Low: $2.02
Now: $1.70
High: $6.30

Upgrades and downgrades

The latest rating actions, newest first

KLC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
BMO Capital	Oct 5, 2026	Maintains	Outperform	$5.00 → $4.00	60%
Morgan Stanley	Sep 23, 2026	Maintains	Underweight	$2.50 → $2.00	48%
UBS	Aug 14, 2026	Maintains	Neutral	$5.00 → $4.50	51%
BMO Capital	May 18, 2026	Maintains	Outperform	$4.00 → $6.00	60%
Barclays	May 18, 2026	Maintains	Underweight	$2.00 → $3.00	64%
UBS	May 15, 2026	Maintains	Neutral	$3.00 → $5.00	51%
Baird	May 15, 2026	Maintains	Neutral	$1.50 → $4.00	56%
Goldman Sachs	Mar 16, 2026	Maintains	Neutral	$5.20 → $2.90	43%
BMO Capital	Mar 16, 2026	Maintains	Outperform	$6.00 → $4.00	60%
Barclays	Mar 16, 2026	Downgrade	Equal-Weight → Underweight	$6.00 → $2.00	64%

The case for and against

Updated Feb 2, 2026

Bull case

KinderCare Learning Companies Inc. demonstrated solid financial performance, with Champions revenues increasing by 7.6% year-over-year, indicating strong growth in that segment. Early Childhood Centers (ECE) also showed resilience, with revenues rising by 1% year-over-year, which aligns with expectations, and an organic growth rate of 0.5%. Furthermore, the same-center revenues grew by 0.9% year-over-year, showcasing the company's ability to maintain revenue growth even amidst a 1.4% decline in weekly Full-Time Equivalent (FTE) enrollments.

Bear case

KinderCare Learning Companies Inc. has revised its 2025 growth outlook downward, particularly affecting occupancy rates and resulting in lower revenue and adjusted EBITDA projections. The company's second-quarter performance reflected a miss on adjusted EBITDA expectations, primarily attributed to reduced occupancy and weaker-than-anticipated enrollment figures. Given these developments, there is a decreased estimate for future performance, contributing to concerns regarding the company's financial stability and future growth prospects.

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