KinderCare Learning Companies, Inc.

KinderCare Learning Companies, Inc.

KLCยทNYSE

$3.77

-3.8%
Consumer DefensiveEducation & Training Services

KinderCare Learning Companies, Inc. provides early childhood education and care services in the United States. The company offers infant, toddler, preschool, kindergarten, and before- and after-school programs in various categories comprising community-based and employer-sponsored early childhood education and care, and before- and after-school educational services. As of October 2, 2021, it served children ranging from 6 weeks to 12 years of age through 1,490 early childhood education centers with a licensed capacity of 195,000 and contracts for approximately 650 before-and after-school sites in 40 states and the District of Columbia. The company was founded in 1969 and is based in Portland, Oregon.

At a Glance

Live Snapshot
Market Cap$446.47M
EPS-0.9500
P/E Ratio-3.97
Earnings Date08/11/2026
klc

KinderCare Learning Companies, Inc. Street Expectations Map

KLC ยท NYSE

Wall Street analysts project that KLC stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 4.60, with estimates ranging from a low of 3.00 to a high of 6.00.

Lowest Target
3.00
-20.42%
Consensus Target
4.60
22.02%
Highest Target
6.00
59.15%

The consensus 1-year price target stands at 4.60, with estimates ranging from a low of 3.00 to a high of 6.00.

Analyst Consensus Analysis

Upside Potential

+22.0%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

65.2% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

2.90x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

klc

KinderCare Learning Companies, Inc. Forward Estimates of Revenue

KLC ยท NYSE
Latest Revenue
2.73B
FY 2025
Avg Estimate
2.73B
FY 2026
Estimate Range
2.70B - 2.74B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

klc

KinderCare Learning Companies, Inc. Forward Estimates of Net Income

KLC ยท NYSE
Latest Net Income
-112.88M
FY 2025
Avg Estimate
79.07M
FY 2026
Estimate Range
77.88M - 80.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+170.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

klc

KinderCare Learning Companies, Inc. Forward Estimates of EPS

KLC ยท NYSE
Latest EPS
-0.95
FY 2025
Avg Estimate
$0.67
FY 2026
Estimate Range
$0.66 - $0.68
Analyst Spread

Forward Growth Analysis

Projected Growth+170.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

klc

KinderCare Learning Companies, Inc. Forward Estimates of EBIT

KLC ยท NYSE
Latest EBIT
183.99M
FY 2025
Avg Estimate
267.32M
FY 2026
Estimate Range
264.66M - 268.30M
Analyst Spread

Forward Growth Analysis

Projected Growth+45.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

klc

KinderCare Learning Companies, Inc. Forward Estimates of EBITDA

KLC ยท NYSE
Latest EBITDA
307.96M
FY 2025
Avg Estimate
394.76M
FY 2026
Estimate Range
390.83M - 396.20M
Analyst Spread

Forward Growth Analysis

Projected Growth+28.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

klc

KinderCare Learning Companies, Inc. Forward Estimates of SG&A Expense

KLC ยท NYSE
Latest SG&A Expense
297.23M
FY 2025
Avg Estimate
344.71M
FY 2026
Estimate Range
341.28M - 345.98M
Analyst Spread

Forward Growth Analysis

Projected Growth+16.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

klc

KinderCare Learning Companies, Inc. Insider Positioning

KLC ยท NYSE

During the last 12 months, insiders have purchased $1.05M and sold $32K worth of KLC shares, resulting in $1.02M of net buying activity.

3 Months

Bought

519.1K

1.05M

Sold

0

0.00

Net Activity

+1.1M

+$1.05M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

4.3K

31.67K

Net Activity

-32K

-$32K

Top Buyers

1
WJT

Wyatt John T.

Director, Officer: Chief Executive Officer

494.1K sharesโ€ข2 transactions

$999K

2
NM

Nuzzo Michael

Director

25.0K sharesโ€ข1 transactions

$56K

Top Sellers

1
WJT

Wyatt John T.

Director

2.4K sharesโ€ข1 transactions

$17K

2
TPD

Thompson Paul Dana

Officer: Chief Executive Officer

1.2K sharesโ€ข1 transactions

$9K

3
AAM

Amandi Anthony Michael

Officer: Chief Financial Officer

517 sharesโ€ข1 transactions

$4K

4
HJ

Harrah Jessica

Officer: Chief People Officer

222 sharesโ€ข1 transactions

$2K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $1.02M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

33.29:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$1.05M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Moderate Selling

4 insider sellers vs. 2 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.