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KinderCare Learning Companies Inc (KLC)
NYSE:KLC
KLC Analyst Ratings
Hold
1 Buy
5 Hold
0 Sell
TipRanks enables you to focus on the analyst rating consensus of all analysts or only the top performers in the past 3 months
KLC Stock 12 Month Forecast
Average Price Target
$5.75
▲(48.20% Upside)
| Highest Price Target$6.00 | Average Price Target$5.75 | Lowest Price Target$4.50 |
The highest, average, and lowest price target of all analysts. Click on ‘Top Analysts’ to focus on the best performers.
Detailed List of Analyst Forecasts
Detailed List of Analyst Forecasts
Barclays
$9→$6
Hold
54.64%
Upside
Reiterated
11/14/25
J.P. Morgan
$6
Hold
54.64%
Upside
Reiterated
11/13/25
UBS
$10→$4.5
Hold
15.98%
Upside
Downgraded
11/13/25
KinderCare Learning Companies Inc.: Hold Rating Amid Declining Enrollment and Pricing PressuresWe're downgrading Buy as the recent guidance cut illustrates the compounding impacts of weakening enrollment and pricing on profitability. With weaker Q4 outlooks on both fronts, revenue cut translated to EBITDA at ~50% decremental margins. Carrying through the weaker enrollment/pricing into 2026 results in a ~20% cut to our EBITDA estimate. While expectations are low (likely pricing in EBITDA declines at this point), we have limited conviction of a near-term turnaround as the 2026 outlook significantly worsens in our view. Issues Large 2025 guidance cut. 2025 adjusted EBITDA guide was cut to $290-295m from $310-320m. With Q3 largely in line, this represents a sharp $20-25m cut to Q4 (our estimate now $61m from $80m). With several states reducing subsidies and rates, full-year enrollment now -2% (vs. down 1.0-1.5%) and pricing now +2% (vs.
Morgan Stanley
$11→$6
Hold
54.64%
Upside
Downgraded
11/13/25
KinderCare Learning Companies Inc. Faces Enrollment Challenges and Margin Compression, Leading to Hold RatingWe had previously viewed KLC's stock as attractively valued given its significant multiple compression despite limited change to estimates; however, now enrollment trends have deteriorated further and the macro has led to slower decision-making. Slower revenue growth trends with a high fixed cost base is a recipe for margin compression. Management noted on the call that it will likely not return to its normal growth algorithm until F'27. Given the lower enrollment growth, worse occupancy, and lower pricing expectations, we do not expect a quick turnaround, and move to EW. KLC shares were trading -13.5% after hours. Lowering PT to $6 (from $11); reducing FY25/26 adj. EBITDA (expensing SBC) by 5%/11%. Our new PT of $6 is down from $11, on a combination of a reduction in estimates (FY25/26 adj.
BMO Capital
$10→$6
Buy
54.64%
Upside
Reiterated
11/12/25
Goldman Sachs
$20→$6
Hold
54.64%
Upside
Downgraded
10/15/25
Deutsche Bank
$26→$12
Hold
209.28%
Upside
Reiterated
08/13/25
Robert W. Baird
$20→$13
Buy
235.05%
Upside
Reiterated
08/13/25
Analyst Type
Any
Ranks
Any
Analyst Rating
Any
Upside/ Downside
Any
Action
Any
Barclays
$9→$6
Hold
54.64%
Upside
Reiterated
11/14/25
J.P. Morgan
$6
Hold
54.64%
Upside
Reiterated
11/13/25
UBS
$10→$4.5
Hold
15.98%
Upside
Downgraded
11/13/25
KinderCare Learning Companies Inc.: Hold Rating Amid Declining Enrollment and Pricing PressuresWe're downgrading Buy as the recent guidance cut illustrates the compounding impacts of weakening enrollment and pricing on profitability. With weaker Q4 outlooks on both fronts, revenue cut translated to EBITDA at ~50% decremental margins. Carrying through the weaker enrollment/pricing into 2026 results in a ~20% cut to our EBITDA estimate. While expectations are low (likely pricing in EBITDA declines at this point), we have limited conviction of a near-term turnaround as the 2026 outlook significantly worsens in our view. Issues Large 2025 guidance cut. 2025 adjusted EBITDA guide was cut to $290-295m from $310-320m. With Q3 largely in line, this represents a sharp $20-25m cut to Q4 (our estimate now $61m from $80m). With several states reducing subsidies and rates, full-year enrollment now -2% (vs. down 1.0-1.5%) and pricing now +2% (vs.
Morgan Stanley
$11→$6
Hold
54.64%
Upside
Downgraded
11/13/25
KinderCare Learning Companies Inc. Faces Enrollment Challenges and Margin Compression, Leading to Hold RatingWe had previously viewed KLC's stock as attractively valued given its significant multiple compression despite limited change to estimates; however, now enrollment trends have deteriorated further and the macro has led to slower decision-making. Slower revenue growth trends with a high fixed cost base is a recipe for margin compression. Management noted on the call that it will likely not return to its normal growth algorithm until F'27. Given the lower enrollment growth, worse occupancy, and lower pricing expectations, we do not expect a quick turnaround, and move to EW. KLC shares were trading -13.5% after hours. Lowering PT to $6 (from $11); reducing FY25/26 adj. EBITDA (expensing SBC) by 5%/11%. Our new PT of $6 is down from $11, on a combination of a reduction in estimates (FY25/26 adj.
BMO Capital
$10→$6
Buy
54.64%
Upside
Reiterated
11/12/25
Goldman Sachs
$20→$6
Hold
54.64%
Upside
Downgraded
10/15/25
Deutsche Bank
$26→$12
Hold
209.28%
Upside
Reiterated
08/13/25
Robert W. Baird
$20→$13
Buy
235.05%
Upside
Reiterated
08/13/25
Best Analysts Covering KinderCare Learning Companies Inc
1 Month
xxx
Success Rate
0/5 ratings generated profit
Average Return
-19.32%
reiterated a xxx
rating 18 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 1 Month would result in 0.00% of your transactions generating a profit, with an average return of -19.32% per trade.
3 Months
xxx
Success Rate
0/5 ratings generated profit
Average Return
-33.78%
reiterated a xxx
rating 18 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 3 Months would result in 0.00% of your transactions generating a profit, with an average return of -33.78% per trade.
1 Year
Success Rate
0/5 ratings generated profit
Average Return
-60.98%
reiterated a buy rating 18 days ago
Copying Jeffrey Silber's trades and holding each position for 1 Year would result in 0.00% of your transactions generating a profit, with an average return of -60.98% per trade.
2 Years
xxx
Success Rate
0/5 ratings generated profit
Average Return
-62.38%
reiterated a xxx
rating 18 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 2 Years would result in 0.00% of your transactions generating a profit, with an average return of -62.38% per trade.
The Best Analyst Covering tool allows you to follow the analysts who have the best success rates and average returns on a specific stock. Only analysts that gave a Buy or Sell rating on the stock in the past 12 months are eligible for inclusion in this tool. Follow the analysts of your choice to receive real-time updates when they publish a new rating.
KLC Analyst Recommendation Trends
Rating
Jul 25
Aug 25
Sep 25
Oct 25
Nov 25
Strong Buy
11
7
6
6
3
Buy
2
3
2
2
1
Hold
2
6
5
8
11
Sell
0
0
0
0
0
Strong Sell
0
0
0
0
0
total
15
16
13
16
15
Each month's total comprises the sum of three months' worth of ratings.
KLC Financial Forecast
KLC Stock Forecast FAQ
What is KLC’s average 12-month price target, according to analysts?
Based on analyst ratings, KinderCare Learning Companies Inc’s 12-month average price target is 5.75.
What is KLC’s upside potential, based on the analysts’ average price target?
KinderCare Learning Companies Inc has 48.20% upside potential, based on the analysts’ average price target.
Can I see which stocks the top-ranking analysts are rating?
Yes, go to the Analysts’ Top Stocks tool to see stocks with a Strong Buy or Strong Sell analyst rating consensus, according to the top performers.
How can I follow the stock ratings of top Wall Street analysts?
Head over to our Expert Center to see a list of the top 100 Wall Street analysts and follow the analysts of your choice. Visit their profiles for more details about their stock ratings and see how they perform on a stock-by-stock basis.
Is KLC a Buy, Sell or Hold?
KinderCare Learning Companies Inc has a consensus rating of Hold which is based on 1 buy ratings, 5 hold ratings and 0 sell ratings.
What is KinderCare Learning Companies Inc’s price target?
The average price target for KinderCare Learning Companies Inc is 5.75. This is based on 6 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
The highest analyst price target is $6.00 ,the lowest forecast is $4.50. The average price target represents 48.20% Increase from the current price of $3.88.
The highest analyst price target is $6.00 ,the lowest forecast is $4.50. The average price target represents 48.20% Increase from the current price of $3.88.
What do analysts say about KinderCare Learning Companies Inc?
KinderCare Learning Companies Inc’s analyst rating consensus is a Hold. This is based on the ratings of 6 Wall Streets Analysts.
How can I buy shares of KLC?
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