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Bright Horizons Family Solutions Inc. (BFAM)

Consumer Cyclical | Personal Services | Newton, United States | NYSE
74.83 USD +1.74 (2.374%) ⇧ (July 15, 2026, 1:57 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★⯪☆☆Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 3:05 a.m. EDT

The immediate catalyst driving this trade is the mechanical fallout from Bright Horizons' removal from key Russell indexes, which has triggered a sharp de-rating. While the stock has staged a technical rebound recently, closing above its 50-day moving average, the fundamental reality remains stark: there is no dividend to cushion the blow, and the balance sheet is fragile with a debt-to-equity ratio exceeding 160%. The forward P/E of 12.7 suggests the market expects a massive earnings turnaround, yet recent quarterly earnings growth is negative. This disconnect creates a volatile environment where the stock could rally on any positive earnings surprise or index re-addition news, but the lack of income and high leverage makes it unsuitable for a defensive portfolio. The options market is screaming for a September breakout, betting on a reversal of the index-driven sell-off, but investors should remain cautious until the earnings picture clears.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.068685
MSTL0.069285
AutoARIMA0.069357
AutoETS0.069360

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 47%
H-stat 1.35
Ljung-Box p 0.000
Jarque-Bera p 0.358
Excess Kurtosis -0.90
Attribute Value
Sector Consumer Cyclical
Debt to Equity Ratio 163.522
Revenue per Share 53.045
Market Cap 3,936,294,400
Trailing P/E 22.54
Forward P/E 13.03
Beta 1.15
Profit Margins 6.35%
Website https://www.brighthorizons.com

As of July 11, 2026, 3:05 a.m. EDT: Speculators are positioning for a significant gap up in September, evidenced by massive out-of-the-money call volume and open interest at the $90 and $95 strikes compared to negligible put activity. Conversely, December expiration shows heavy put concentration at the $70 strike, suggesting a floor or downside protection strategy if the stock fails to sustain its recent recovery. Implied volatility is elevated for near-term moves, reflecting uncertainty around the index removals and earnings.


Info Dump

Attribute Value
52 Week Change -0.36537296
Address1 2 Wells Avenue
All Time High 182.5
All Time Low 27.5
Ask 75.05
Ask Size 100
Audit Risk 3
Average Daily Volume10 Day 841,620
Average Daily Volume3 Month 1,255,718
Average Volume 1,255,718
Average Volume10Days 841,620
Beta 1.152
Bid 74.95
Bid Size 200
Board Risk 2
Book Value 21.669
City Newton
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 3
Country United States
Crypto Tradeable 0
Currency USD
Current Price 74.825
Current Ratio 0.463
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 75.71
Day Low 73.295
Debt To Equity 163.522
Display Name Bright Horizons Family
Earnings Call Timestamp End 1,778,014,800
Earnings Call Timestamp Start 1,778,014,800
Earnings Growth -0.061
Earnings Quarterly Growth -0.104
Earnings Timestamp 1,778,011,200
Earnings Timestamp End 1,785,441,600
Earnings Timestamp Start 1,785,441,600
Ebitda 460,868,992
Ebitda Margins 0.15464
Enterprise To Ebitda 12.115
Enterprise To Revenue 1.873
Enterprise Value 5,583,232,000
Eps Current Year 5.01465
Eps Forward 5.74237
Eps Trailing Twelve Months 3.32
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 68.276
Fifty Day Average Change 6.548996
Fifty Day Average Change Percent 0.095919445
Fifty Two Week Change Percent -36.537296
Fifty Two Week High 130.76
Fifty Two Week High Change -55.934998
Fifty Two Week High Change Percent -0.42776844
Fifty Two Week Low 57.63
Fifty Two Week Low Change 17.194996
Fifty Two Week Low Change Percent 0.29836884
Fifty Two Week Range 57.63 - 130.76
Financial Currency USD
First Trade Date Milliseconds 1,359,124,200,000
Float Shares 48,803,738
Forward Eps 5.74237
Forward P E 13.0303335
Free Cashflow 279,877,504
Full Exchange Name NYSE
Full Time Employees 32,200
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.25246
Gross Profits 752,406,976
Has Pre Post Market Data 1
Held Percent Insiders 0.01011
Held Percent Institutions 1.16354
Implied Shares Outstanding 52,606,675
Industry Personal Services
Industry Disp Personal Services
Industry Key personal-services
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,767,139,200
Long Business Summary Bright Horizons Family Solutions Inc. provides early education and childcare, comprehensive back-up care, educational advisory, and other workplace solutions services for employers and families in the United States, Puerto Rico, the United Kingdom, the Netherlands, Australia, and India. It operates in three segments: Full-Service Center-Based Child Care, Back-Up Care, and Educational Advisory services. The Full-Service Center-Based Child Care segment offers traditional center-based early education and childcare, preschool, and elementary education services. The Back-Up Care segment provides center-based back-up childcare, in-home child and senior care, school-age programs, camps, tutoring, pet care, and self-sourced reimbursed care services, as well as sittercity, an online marketplace for families and caregivers through early education and childcare centers, school-age programs and in-home care providers, the back-up care network, and other providers. The Educational Advisory services segment offers tuition assistance and student loan repayment program management, workforce education, and related educational consulting services, as well as college admissions and college financial advisory services. The company was formerly known as Bright Horizons Solutions Corp. and changed its name to Bright Horizons Family Solutions Inc. in July 2012. Bright Horizons Family Solutions Inc. was founded in 1986 and is headquartered in Newton, Massachusetts.
Long Name Bright Horizons Family Solutions Inc.
Market us_market
Market Cap 3,936,294,400
Market State REGULAR
Max Age 86,400
Message Board Id finmb_25777
Most Recent Quarter 1,774,915,200
Net Income To Common 189,175,008
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 3,845,021,875
Number Of Analyst Opinions 9
Open 73.3
Operating Cashflow 372,268,992
Operating Margins 0.09119
Overall Risk 3
Payout Ratio 0.0
Phone 617 673 8000
Previous Close 73.09
Price Eps Current Year 14.921281
Price Hint 2
Price To Book 3.4530895
Price To Sales Trailing12 Months 1.3207703
Profit Margins 0.06348
Quick Ratio 0.378
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change 1.7350006
Regular Market Change Percent 2.3737867
Regular Market Day High 75.71
Regular Market Day Low 73.295
Regular Market Day Range 73.295 - 75.71
Regular Market Open 73.3
Regular Market Previous Close 73.09
Regular Market Price 74.825
Regular Market Time 1,784,138,223
Regular Market Volume 418,246
Return On Assets 0.060100004
Return On Equity 0.1532
Revenue Growth 0.07
Revenue Per Share 53.045
Sand P52 Week Change 0.2043345
Sector Consumer Cyclical
Sector Disp Consumer Cyclical
Sector Key consumer-cyclical
Share Holder Rights Risk 5
Shares Outstanding 52,606,675
Shares Percent Shares Out 0.0551
Shares Short 2,900,782
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 2,565,045
Short Name Bright Horizons Family Solution
Short Percent Of Float 0.0557
Short Ratio 2.54
Source Interval 15
State MA
Symbol BFAM
Target High Price 105.0
Target Low Price 70.0
Target Mean Price 91.11111
Target Median Price 95.0
Total Cash 135,144,992
Total Cash Per Share 2.569
Total Debt 1,873,355,008
Total Revenue 2,980,302,080
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 3.32
Trailing P E 22.537651
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 85.91225
Two Hundred Day Average Change -11.08725
Two Hundred Day Average Change Percent -0.12905319
Type Disp Equity
Volume 418,246
Website https://www.brighthorizons.com
Zip 2,459