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How Enrollment Momentum And Online Nursing Expansion At Adtalem Global Education (ATGE) Has Changed Its Investment Story

How Enrollment Momentum And Online Nursing Expansion At Adtalem Global Education (ATGE) Has Changed Its Investment Story

Table of Contents

  • Recently, Adtalem Global Education reported ongoing enrollment momentum across Walden and its Medical/Veterinary schools, supported by expanded programs and growing online offerings such as Chamberlain’s pre-licensure BSN.

  • An interesting angle is how Adtalem is pairing this enrollment strength with partnerships aimed at enhancing student access and career relevance, even as its longer-term sales and cash flow trends have been more muted.

  • We’ll now examine how this sustained enrollment growth, alongside expanding online nursing programs, shapes Adtalem’s broader investment narrative.

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For Adtalem, the big-picture belief is that professional education in nursing and healthcare can compound steadily, even if headline sales growth has been modest. The latest enrollment update reinforces that view: demand across Walden and the Medical/Veterinary schools, plus Chamberlain’s online BSN, appears resilient, which supports near-term catalysts like hitting fiscal 2026 guidance and sustaining healthy margins. That said, the stock’s sharp 90‑day pullback suggests the market is still weighing softer long-run revenue momentum, shrinking forecast free cash flow margins, and returns on capital that are not especially high. The new partnerships and program expansions could ease some of those concerns by better monetizing capacity, but they do not fully resolve the risk that Adtalem must invest more heavily just to keep pace.

However, investors also need to weigh how much future cash flow might be absorbed to sustain this growth. Adtalem Global Education’s shares have been on the rise but are still potentially undervalued by 47%. Find out what it’s worth.

ATGE Community Fair Values as at Dec 2025

Two fair value estimates from the Simply Wall St Community cluster between about US$166.50 and US$178.69, well above the current price. Set that against today’s concerns about capital intensity and muted long-term growth and you can see why opinions differ, making it worth weighing several views before forming your own.

Explore 2 other fair value estimates on Adtalem Global Education – why the stock might be worth just $166.50!

Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Adtalem Global Education research is our analysis highlighting 5 key rewards that could impact your investment decision.

  • Our free Adtalem Global Education research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Adtalem Global Education’s overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include ATGE.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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