Grand Canyon Education

Riverwater Partners' Small Cap Strategy said Grand Canyon Education (LOPE) declined about 16% in Q2 and was the portfolio's largest detractor, attributing the weakness to a market rotation toward higher-beta, speculative names. The firm said its investment thesis remains intact, citing consistent enrollment trends and strong cash generation from the countercyclical education services business. LOPE closed at $148.13 on August 31, has a market cap near $3.86 billion and is down about 27% over the past 52 weeks. » More on finance.yahoo.com

The stock of Grand Canyon Education hit a 52-week low around $139.99, well below the fair value of $166 determined by InvestingPro. Over the past year the shares lost 12.16%, but show a moderate P/E of 19.3 and solid profitability. For Q1 2026 adjusted EPS topped expectations at $2.86, while revenue of $308.76 million narrowly missed the forecast. Truist and BMO maintained positive ratings (buy/outperform) with price targets around $198–200 after contract renewals with Grand Canyon University and indications of an aggressive share buyback program. » More on de.investing.com

Grand Canyon Education reported adjusted Q1 EPS of $2.86 (estimate $2.82) on revenue of $308.76 million (expectation $309.34 million). Enrollments at university partners rose 71.1% and the operating margin improved to 30.9%. The stock rose 1.58% after hours; management plans to expand online and hybrid campuses and expects additional EPS growth contributions in the coming quarters. » More on de.investing.com