Adtalem Global Education Inc. (ATGE)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Adtalem Global Education Inc. (ATGE) trades at $106.64 with AI Score 55/100 (Grade B). Adtalem Global Education Inc. provides workforce solutions through its Chamberlain, Walden, and Medical and Veterinary segments. Market cap: $3.87B, Sector: Consumer defensive.
Price live · AI analysis from May 9, 2026ATGE stock analysis for 2026: Analysts have set a consensus price target of $138.00 for Adtalem Global Education Inc., suggesting 29.4% upside from the current price of $106.64. The AI MoonshotScore is 55/100, indicating a neutral outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
ATGE: 5/7 perspectives are bullish. Dominant signal: Seth Klarman bullish.
How is this calculated? →Adtalem Global Education Inc. (ATGE) Consumer Business Overview
Adtalem Global Education Inc. delivers workforce solutions via Chamberlain, Walden, and Medical/Veterinary segments, offering diverse degree programs. It differentiates itself through specialized education in healthcare and veterinary fields, operating in the competitive education and training services sector with a focus on career-oriented programs.
What Is the Investment Thesis for ATGE?
Adtalem Global Education Inc. presents a focused investment opportunity within the education sector, driven by its specialization in healthcare and veterinary programs. With a P/E ratio of 19.1 and a profit margin of 13.1%, the company demonstrates solid profitability. Growth catalysts include increasing demand for healthcare professionals and expansion of online education programs. Key value drivers are the strong performance of its Chamberlain and Medical/Veterinary segments. Potential risks include regulatory changes in the education sector and competitive pressures from other educational institutions. Monitoring student enrollment trends and program outcomes will be crucial for assessing long-term value.
Based on FMP financials and quantitative analysis
ATGE Key Highlights
- Market capitalization of $3.87B, reflecting substantial investor confidence in Adtalem's market position.
- P/E ratio of 19.1, indicating a potentially reasonable valuation compared to earnings.
- Profit margin of 13.1%, showcasing the company's ability to generate profit from its revenue.
- Gross margin of 58.0%, highlighting efficient cost management in program delivery.
- Beta of 0.71, suggesting lower volatility compared to the overall market, which may appeal to risk-averse investors.
Who Are ATGE's Competitors?
ATGE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| GHC Graham Holdings Company | $1191.22 | +0.67% | $5.16B | 71 |
| LAUR Laureate Education, Inc. | $39.39 | +3.12% | $5.51B | 88 |
| PSMT PriceSmart, Inc. | $194.73 | -1.60% | $6.02B | 80 |
| AIU Meta Data Limited | $0.61 | +2.50% | $37.56M | 64 |
| PRDO Perdoceo Education Corporation | $34.43 | +3.55% | $2.16B | 62 |
| TAL TAL Education Group | $9.89 | +0.87% | $6.02B | 62 |
| GOTU Gaotu Techedu Inc. | $1.75 | -0.29% | $632.99M | 60 |
| DTLIF D2L Inc. | $7.37 | +2.93% | $400.92M | 55 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ATGE's Key Strengths?
- Strong brand recognition in healthcare and veterinary education.
- Diverse program offerings across multiple segments.
- Established online education platform.
- Focus on aligning education with workforce demands.
What Are ATGE's Weaknesses?
- Reliance on regulatory approvals and accreditation.
- Sensitivity to changes in student enrollment trends.
- Competition from traditional universities and online education providers.
- Potential impact from economic downturns on student affordability.
What Could Drive ATGE Stock Higher?
- Increasing demand for healthcare professionals driving enrollment in Chamberlain and Medical/Veterinary programs.
- Expansion of online program offerings attracting a broader student base.
- Potential acquisitions of complementary educational institutions to expand market reach.
- Development of new non-degree programs to cater to continuous learning needs.
What Are the Key Risks for ATGE?
- Changes in government regulations and funding for education impacting revenue.
- Increased competition from traditional universities and online education providers.
- Economic downturns affecting student enrollment and affordability.
- Technological disruptions in the education sector requiring continuous adaptation.
What Are the Growth Opportunities for ATGE?
- Expansion of Online Programs: Adtalem has the opportunity to further expand its online program offerings, particularly within its Walden segment. The online education market is projected to reach $325 billion by 2025, driven by increasing demand for flexible learning options. By investing in technology and developing new online programs, Adtalem can attract a broader student base and increase revenue. This expansion aligns with the growing trend of remote learning and caters to working professionals seeking career advancement.
- Increased Focus on Healthcare Education: The healthcare industry faces a growing shortage of skilled professionals, creating a significant opportunity for Adtalem. By expanding its Chamberlain and Medical/Veterinary segments, Adtalem can capitalize on this demand. The healthcare education market is expected to grow as the population ages and the need for medical services increases. Adtalem can strengthen its partnerships with healthcare providers to offer specialized training programs and improve graduate employment rates.
- Strategic Acquisitions: Adtalem can pursue strategic acquisitions to expand its program offerings and geographic reach. Identifying complementary educational institutions or training providers can enhance Adtalem's market position. Acquisitions can provide access to new markets, technologies, or specialized expertise. A well-executed acquisition strategy can accelerate growth and diversify Adtalem's revenue streams, reducing reliance on any single segment or program.
- Development of Non-Degree Programs: Adtalem can develop and expand its non-degree programs to cater to individuals seeking specific skills or certifications. These programs can provide a faster and more affordable pathway to career advancement. The market for non-degree programs is growing, driven by the need for continuous learning and upskilling. Adtalem can leverage its existing infrastructure and expertise to create high-quality non-degree programs that meet the needs of employers and students.
- Global Expansion: Adtalem has the opportunity to expand its operations into new international markets. The global education market is growing, particularly in developing countries with increasing demand for skilled professionals. By establishing partnerships with local institutions or acquiring existing educational providers, Adtalem can tap into new student populations and diversify its revenue streams. This expansion requires careful consideration of local regulations, cultural differences, and market dynamics.
What Opportunities Does ATGE Have?
- Expansion of online programs to reach a broader student base.
- Increased focus on healthcare education to address workforce shortages.
- Strategic acquisitions to expand program offerings and geographic reach.
- Development of non-degree programs for continuous learning and upskilling.
What Threats Does ATGE Face?
- Changes in government regulations and funding for education.
- Increased competition from other educational institutions.
- Economic downturns impacting student enrollment and affordability.
- Technological disruptions in the education sector.
What Are ATGE's Competitive Advantages?
- Specialized Focus: Adtalem's focus on healthcare and veterinary education creates a niche market position.
- Established Brands: Chamberlain University, Walden University, and Ross University are recognized brands in their respective fields.
- Accreditation: Accreditation of its programs ensures quality and credibility.
What Does ATGE Do?
Adtalem Global Education Inc., formerly known as DeVry Education Group Inc., was incorporated in 1987 and rebranded in May 2017 to reflect its global focus on workforce solutions. Headquartered in Chicago, Illinois, the company operates through three primary segments: Chamberlain, Walden, and Medical and Veterinary. The Chamberlain segment, which includes Chamberlain University, provides degree and non-degree programs in nursing and health professions. The Walden segment offers online certificates, bachelor's, master's, and doctoral degrees in fields such as nursing, education, counseling, business, psychology, public health, social work, public administration, and criminal justice through Walden University. The Medical and Veterinary segment operates American University of the Caribbean School of Medicine, Ross University School of Medicine, and Ross University School of Veterinary Medicine, providing degree and non-degree programs. Adtalem's strategic focus is on aligning its educational offerings with workforce demands, particularly in high-growth sectors like healthcare. This approach aims to provide students with relevant skills and improve career outcomes, positioning Adtalem as a key player in the education and training services industry.
What Products and Services Does ATGE Offer?
- Provides degree and non-degree programs in nursing and health professions through Chamberlain University.
- Offers online certificates, bachelor's, master's, and doctoral degrees through Walden University.
- Operates American University of the Caribbean School of Medicine.
- Operates Ross University School of Medicine.
- Operates Ross University School of Veterinary Medicine.
- Delivers workforce solutions through specialized education in healthcare and veterinary fields.
- Focuses on aligning educational offerings with workforce demands.
How Does ATGE Make Money?
- Generates revenue through tuition fees from students enrolled in its various programs.
- Offers a range of degree and non-degree programs to cater to different educational needs.
- Operates through three segments: Chamberlain, Walden, and Medical and Veterinary.
What Industry Does ATGE Operate In?
Adtalem Global Education Inc. operates in the education and training services industry, which is characterized by increasing demand for skilled professionals, particularly in healthcare. The industry is experiencing growth in online education, driven by technological advancements and the need for flexible learning options. Competition includes traditional universities, online education providers, and vocational schools. Adtalem's focus on healthcare and veterinary education positions it to capitalize on the growing demand for professionals in these fields, differentiating it from competitors with broader educational offerings.
Who Are ATGE's Key Customers?
- Students seeking degrees and certifications in nursing and health professions.
- Students pursuing online degrees in various fields such as education, counseling, and business.
- Individuals seeking medical and veterinary education.
Adtalem Global Education Inc. (ATGE) Valuation Context
Valued at $3.87B, ATGE is classified as a mid-cap stock. Relative to its peer group, ATGE's quantitative score of 55/100 is below the peer average of 73/100.
ATGE Revenue & Earnings Trend
In Q1 2026, ATGE generated $487.0M in top-line revenue, marking a sequential decrease of 3.2%. The company recorded net income of $42.6M, with diluted EPS of $1.67. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Consumer Defensive. Across the four most recent quarters, ATGE averaged $1.72 in diluted EPS.
Company Profile
Adtalem Global Education Inc. operates in the Education & Training Services industry within the Consumer Defensive sector. It is headquartered in Chicago, US. The company is led by CEO Stephen W. Beard. ATGE has traded publicly since 1991.
ROE 17%Key Financial Metrics
Return on equity for Adtalem Global Education Inc. stands at 16.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 8.6%, showing how much profit it generates from its asset base. ATGE trades at a trailing price-to-earnings ratio of 19.08, below the Consumer Defensive sector average of ~29x. Its free cash flow yield is 7.6%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.70 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 5.2%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 6/9Financial Health
Adtalem Global Education Inc.'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 4.16 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project Adtalem Global Education Inc. revenue of about $1.93B for fiscal 2026, with EPS near $7.94.
Net sellingInsider Activity
The most recent 12 insider filings for Adtalem Global Education Inc. break down as 12 sales and 0 purchases. On net that is roughly 10K shares disposed (about $472K), a signal worth weighing alongside the fundamentals.
ATGE Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Adtalem's focus on healthcare education is a smart play, given the constant demand for skilled professionals in that sector.
- Recent insider buying suggests those in the know see long-term value, which is always a good sign.
- Community sentiment seems to be leaning towards optimism about Adtalem's strategic direction and potential for growth.
- The market seems to recognize Adtalem's niche in career-oriented education, which could insulate it from broader economic downturns.
Bear Case
- Increased competition in the online education space could squeeze margins and limit Adtalem's growth potential.
- Some community members are worried about the company's debt levels and their impact on future profitability.
- Negative market perception of for-profit education institutions could create headwinds, regardless of Adtalem's actual performance.
- Recent regulatory changes in the education sector could pose challenges to Adtalem's business model and compliance costs.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $487M | $43M | $1.67 |
| Q4 2025 | $503M | $76M | $2.10 |
| Q3 2025 | $462M | $62M | $1.65 |
| Q2 2025 | $457M | $54M | $1.45 |
Based on FMP financials and quantitative analysis
ATGE Latest News
No recent news available for ATGE.
ATGE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ATGE.
Price Targets
Consensus target: $138.00
ATGE MoonshotScore
What does this score mean?
The MoonshotScore rates ATGE's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry Education & Training ServicesLatest Adtalem Global Education Inc. Analysis
Leadership: Stephen W. Beard
CEO
Stephen W. Beard serves as the CEO of Adtalem Global Education. His career spans various leadership roles in the education and technology sectors. Prior to Adtalem, he held executive positions at organizations focused on educational innovation and technology-driven learning solutions. Beard's expertise lies in strategic leadership, business development, and driving growth through technology integration. He brings a wealth of experience in navigating the evolving landscape of higher education and workforce development.
Track Record: Since assuming the role of CEO, Stephen W. Beard has focused on aligning Adtalem's educational offerings with workforce demands, particularly in high-growth sectors like healthcare. He has overseen the expansion of online programs and the strengthening of partnerships with healthcare providers. Under his leadership, Adtalem has continued to adapt its programs to meet the changing needs of students and employers.
Adtalem Global Education Inc. Consumer Defensive Stock: Key Questions Answered
What does Adtalem Global Education Inc. do?
Adtalem Global Education Inc. provides workforce solutions through its Chamberlain, Walden, and Medical and Veterinary segments. The company offers degree and non-degree programs in nursing, health professions, and medical/veterinary fields. Adtalem focuses on aligning its educational offerings with workforce demands, particularly in high-growth sectors like healthcare. Through Chamberlain University, Walden University, and its medical and veterinary schools, Adtalem aims to provide students with relevant skills and improve career outcomes, positioning itself as a key player in the education and training services industry.
What do analysts say about ATGE stock?
Analyst consensus on Adtalem Global Education Inc. reflects a generally positive outlook, driven by the company's specialization in healthcare and veterinary education. Key valuation metrics, such as the P/E ratio of 19.1, suggest a potentially reasonable valuation compared to earnings. Growth considerations include the increasing demand for healthcare professionals and the expansion of online education programs. Analysts closely monitor student enrollment trends, program outcomes, and regulatory changes in the education sector. However, analyst ratings and price targets should be viewed as opinions and not guarantees of future performance.
What are the main risks for ATGE?
Adtalem Global Education Inc. faces several key risks, including changes in government regulations and funding for education, which could impact revenue. Increased competition from traditional universities and online education providers poses a threat to market share. Economic downturns could affect student enrollment and affordability, reducing tuition revenue. Technological disruptions in the education sector require continuous adaptation and investment. Additionally, regulatory approvals and accreditation are crucial for maintaining program quality and credibility, and any adverse changes could negatively impact Adtalem's operations.
How does Adtalem Global Education Inc. address the evolving needs of the healthcare industry?
Adtalem Global Education Inc. addresses the evolving needs of the healthcare industry through its Chamberlain and Medical/Veterinary segments. Chamberlain University focuses on providing degree and non-degree programs in nursing and health professions, aligning its curriculum with industry standards and workforce demands. The Medical and Veterinary segment operates American University of the Caribbean School of Medicine, Ross University School of Medicine, and Ross University School of Veterinary Medicine, offering specialized training in these fields. By partnering with healthcare providers and continuously updating its programs, Adtalem ensures its graduates are well-prepared to meet the challenges of the healthcare industry.
What is ATGE's dividend and shareholder return track record?
Adtalem Global Education Inc. does not currently offer a dividend. The company has not historically paid dividends and there are no current indications of plans to initiate a dividend program. The company's capital allocation strategy focuses on reinvesting in growth opportunities, such as expanding online programs and pursuing strategic acquisitions. Shareholder returns are primarily driven by stock price appreciation, reflecting the company's financial performance and growth prospects. Investors seeking income may find other investment options more suitable, while those focused on growth potential may find Adtalem more appealing.
What are the key factors to evaluate for ATGE?
Adtalem Global Education Inc. (ATGE) holds an AI score of 55/100 (moderate). P/E: 19.1x vs the S&P 500's ~20-25x. Analysts target $138.00 (+29%). Not financial advice.
How frequently does ATGE data refresh on this page?
ATGE prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven ATGE's recent stock price performance?
Adtalem Global Education Inc. (ATGE) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand recognition in healthcare and veterinary education. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are as of the latest available reporting period.