Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Perdoceo Education Corp. (PRDO)
NASDAQConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-11-04
$29.99+1.11%
Close 2026-11-04 · 1-day change
NASDAQConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
3.11 → 3.11 EPS · FY ending Dec 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for PRDO yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operations increases beyond $69M in Q1 | Cash from operations also increased to $69.4M. | Intact | Cash from operations falls below $65 million in any quarter | Cash from operations: $74.629M FY2026-Q2; GAAP. Published target: > $69 million. Target period is not explicitly aligned with this observation. Aug 6, 202674,629,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a value-oriented education business with recent earnings strength, rather than a turnaround story. Its multi-year view remains intact, though confidence has eased from high to medium and the risk level is elevated.
The evidence describes PRDO as cheap versus peers, while the expectations gap is negative, suggesting expectations are not demanding. Pricing is tagged as justified, with low fragility, so the evidence does not point to an overly stretched market setup.
Near term, management’s stated priorities are on track: revenue and operating income grew, and year-to-date net income and adjusted operating income increased. The recent acquisition and higher dividend fit its capital allocation approach, but a guidance cut on the next call is a meaningful risk; the estimated chance of a near-term miss is low, though peers have recently missed.
The next guidance update is a key test, since a cut could weaken the execution case. Over the coming quarters, results and guidance from sector peers LAUR, CVSA, and LOPE could either support the sector backdrop or remove a tailwind.
Over the next one to three years, the thesis rests on continued earnings and operating improvement, with acquisition execution and guidance discipline as key checks. The setup is inexpensive versus peers, but confidence is medium and risks remain elevated. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Profit margins improve with operating income rising from $51.7M to $63.1M. |
| Broken |
| Operating income falls below $190 million in FY26 |
Operating margin: 25.72% FY2026-Q2; GAAP. Published target: >= $212.8 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202625.722856 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue grows to at least $254M in FY26 | A primary condition in Perdoceo Education Corp.'s published investment case. The stated target is >= $254 million. | Intact | Revenue falls below $230 million in FY26 | Revenue: $213.355M FY2026-Q2; GAAP. Published target: >= $254 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 2026213,355,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$3.34 → $3.11 · observed estimates
$0.89B → $0.88B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $3.34 | $890,000,000 | 1 / 1 |
| 2026-07-25 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-07-26 | $3.34 | $890,000,000 | 1 / 1 |
| 2026-07-27 | $3.34 | $890,000,000 | 1 / 1 |
| 2026-07-28 | $3.34 | $890,000,000 | 1 / 1 |
| 2026-07-29 | $3.34 | $890,000,000 | 1 / 1 |
| 2026-07-30 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-07-31 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-01 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-02 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-03 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-04 | $3.34 | $890,000,000 | 1 / 1 |
| 2026-08-05 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-06 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-07 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-08 | $3.34 | $890,000,000 | 1 / 1 |
| 2026-08-09 | $3.34 | $890,000,000 | 1 / 1 |
| 2026-08-10 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-12 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-13 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-14 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-15 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-16 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-17 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-18 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-19 | $3.15 | $890,000,000 | 1 / 1 |
| 2026-08-20 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-08-21 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-08-22 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-08-23 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-08-24 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-08-25 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-08-26 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-08-27 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-08-28 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-08-29 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-08-30 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-08-31 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-01 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-02 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-03 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-04 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-05 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-06 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-07 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-08 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-09 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-10 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-11 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-12 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-13 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-14 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-15 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-16 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-17 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-18 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-19 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-20 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-21 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-22 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-23 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-24 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-25 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-26 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-27 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-28 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-29 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-09-30 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-01 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-02 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-03 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-04 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-05 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-06 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-07 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-08 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-09 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-10 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-11 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-12 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-13 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-14 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-15 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-16 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-17 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-18 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-19 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-20 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-21 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-22 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-23 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-24 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-25 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-26 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-27 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-28 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-29 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-30 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-10-31 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-11-01 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-11-02 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-11-03 | $3.11 | $880,000,000 | 1 / 1 |
| 2026-11-04 | $3.11 | $880,000,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.