Why did Bright Horizons stock fall today?

The company issued 2026 guidance of $4.90–$5.10 EPS and $3.08–$3.13 billion revenue, which underwhelmed versus recent momentum. That overshadowed a Q4 earnings beat. Shares sank to about $66.90, with volume nearly six times average, as funds repriced growth and margin prospects and engaged in portfolio rationalization.

Is BFAM 2026 guidance conservative or realistic?

The midpoint, $5.00 EPS on $3.105 billion revenue, looks reasonable but not aggressive. It leans on mix and cost control rather than rapid capacity growth. Wage inflation and staffing ratios are key swing factors. If labor pressure eases, upside exists; if not, the range could cap earnings.

Is the drop a buying opportunity?

Valuation multiples reset to roughly 19x TTM EPS and 1.3x sales, and RSI is deeply oversold. That can attract buyers, but the downtrend is strong and volatility high. Consider staged entries, clear risk limits, and waiting for confirmation above support if your thesis depends on margin improvement.

What key levels should investors watch now?

First support sits near today’s low at 63.68. The lower Bollinger Band is around 75.68. Trend gauges include the 50-day average near 97.02 and the 200-day near 109.69. With ATR around 4.21, expect wider swings. A sustained reclaim of 75–80 would improve the near-term setup.

Global Market Insights

BFAM Stock Today, February 15: Plunge on 2026 Outlook Despite Q4 Beat

ByHuzaifa Zahoor February 15, 2026February 15, 2026

Bright Horizons stock plunged about 18% today after Bright Horizons Family Solutions (BFAM) issued 2026 guidance that trailed investor hopes. Management projected $4.90–$5.10 in EPS and $3.08–$3.13 billion in revenue for 2026, which prompted a sharp reset in growth and margin views. The drop came even though the company delivered a Q4 earnings beat on both profit and sales. Shares traded near $66.90 intraday, setting a new 52-week low. We outline the key drivers, risks, and what to watch next.