What’s going on here?

Adtalem Global Education brought out the big guns this quarter – reporting double-digit revenue growth, record student numbers, and a fresh AI partnership for healthcare training, prompting analysts to give it a rare ‘strong buy’ stamp.

What does this mean?

Adtalem’s fiscal first quarter results swept past expectations, with revenue up nearly 11% year-over-year to $462.3 million and adjusted earnings per share growing by over a third. The company’s $112 million in adjusted EBITDA showed it’s managing costs even as it expands, and net income hit $61.8 million. Much of this growth came from surging enrollment numbers, especially at Chamberlain and Walden Universities – in fact, Walden set a new record, up 13.6%. Adtalem isn’t slowing down: a partnership with Google Cloud will give healthcare students AI credentials, underscoring the group’s tech-forward mindset. Add in higher credit firepower, ongoing share buybacks, and a goal of hitting $2 billion in revenue by 2026, and Adtalem’s roadmap looks solid.

Why should I care?

For markets: Earnings and enrollment fuel investor appetite.

Education stocks rarely steal the limelight, but Adtalem’s numbers have put it firmly on investors’ radar. Analysts give it a standout ‘strong buy’ rating, with a median price target about 17.5% above where shares closed in late October. That optimism reflects consistent revenue gains, smart cost management, and a knack for snagging cutting-edge partnerships. With fresh share buybacks and boosted credit, the company has room to keep investing, support its stock, or ride out surprises in the market.

The bigger picture: Education blends with new technology.

By teaming up with Google Cloud, Adtalem is highlighting how higher education is leaning into tech to upskill tomorrow’s workforce. As artificial intelligence becomes central in healthcare and beyond, traditional universities are under pressure to revamp their course offerings. Adtalem’s move to blend strong student demand with relevant digital credentials puts it in a sweet spot. Educational providers tapping workforce needs and digital skills are likely to pull ahead as tech transforms the job landscape.

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