Phoenix Education price target lowered to $36 from $42 at Goldman Sachs

Goldman Sachs lowered the firm’s price target on Phoenix Education (PXED) to $36 from $42 and keeps a Neutral rating on the shares. Phoenix Education delivered a strong Q4, beating expectations on revenue, margins, and EPS, but newly issued FY26 guidance signals slower revenue growth and margin pressure, the analyst tells investors in a research note. Solid enrollment demand continues, though stricter controls to curb fraud and filter out lower-success applicants are expected to reduce enrollment growth and revenue per student, dynamics that already appear reflected in the stock’s discounted valuation, the firm says.