Adtalem Global: Solid Healthcare Education Platform, But Investigation Risk Limits Upside

2025-12-04 20:13:25 ET

I have decided to follow-up Adtalem Global Education ( ATGE ). At the time of my last article, I rated the stock as a buy due to it's strong student base and clear growth. I am circling back to this company, because I have noticed quite a drop past month. Today the company is not a typical higher education business. This company transformed into a U.S. healthcare system component. The main focus is to supply the sector with constant flow of medical professionals. The sector is suffering from the deficit, which is quite deep and systemic. U.S. healthcare is experiencing the highest shortage in history. Yet this issue does not apply to the U.S. alone, my wife is a nurse, and trust me, my country has the same issue, if not bigger. The shortage in US is expected to reach more than 1.2 million of new specialists. In my opinion, this gap between supply and demand is not cyclical or temporary. This is a long-term structural issue, which is following demographic tendencies. In other words, the number of people that need healthcare services increases, while doctors and nurses suffer from professional burnout, also lets not forget to add high barrier of entry into studies and retirements each year....

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