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BFAM · NYSE · STOCK

Bright Horizons Family Solutions Inc.

Industrials Updated August 11, 2026
$71.59
52W $57.63 – $124.25
51/100
$3.76B
22.4
1.15
AI Committee Verdict
Watch
51/100
Conviction: Contested · 33% agreement · 6 analysts
Contested

Is BFAM Bullish or Bearish?

Mixed. Innellis AI committee rates Bright Horizons Family Solutions Inc. (BFAM) Watch with a composite score of 51/100 , based on 6 analysts with 33% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.67 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.33 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — current ratio of 0.52 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Price-to-book of 4.3x prices in significant intangible value — Value
  • MACD histogram negative -- bearish momentum — Technical
  • Current ratio of 0.52 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
51/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 96%
of 223 Industrials peers
Value Analyst neutral
45 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− Price-to-book of 4.3x prices in significant intangible value
Growth Analyst bearish
40 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.52 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
33.6
Neutral
MACD Histogram
-0.899
Bearish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$63.93
Resistance
$86.33
Bollinger %B
0.13
Inside Bands
Price vs Moving Averages
EMA 9
$74.17 Below
EMA 21
$74.54 Below
EMA 50
$73.43 Below
EMA 200
$82.98 Below

Fundamental Analysis

Valuation
44
Profitability
39
Financial Health
8
Cash Flow
70
Valuation
P/E Ratio 22.4×
P/B Ratio 3.91×
PEG Ratio 5.74
Dividend Yield 0.00%
52W High $124.25
52W Low $57.63
Quality & Growth
ROE 1441.9%
ROA 465.8%
Gross Margin 2333.3%
Operating Margin 1028.0%
Revenue Growth YoY
Debt / Equity 2.18
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 22.4 (inexpensive relative to a 15-40x range); Price-to-book of 3.9x; PEG ratio of 5.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 14.4%; Return on assets of 4.7%; Net margin of 5.8%; Gross margin of 23.3%; Current ratio of 0.48 (tight short-term liquidity); Debt-to-equity of 2.18; Free cash flow per share is positive (4.54); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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