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CVCVSA

Covista Inc.

$CVSA·$4.8B·Education & Training Services·Consumer Defensive
$126.48-1.7%YTD+25.5%1Y+5.2%
Mentions · last 7 days
2026-08-05: 0 posts2026-08-06: 3 posts2026-08-07: 3 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 0 posts2026-08-11: 0 posts60%
Price updated 4h ago·X counts updated 3h ago
CVCVSA
$CVSACovista Inc.
$126.48-1.73%6 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CVSA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-11

The move is getting stronger, with heavier trading behind it.

Higher-ed operator (formerly Adtalem) up 26% YTD — beats every quarter, enrollments rising.

Covista (recently renamed from Adtalem Global Education) operates for-profit higher-ed institutions — Chamberlain University (nursing), Walden University (online), plus medical and veterinary schools — a play on healthcare-workforce demand.

  • Q4 fiscal print (Aug 6) beat by 10.6%, extending a cadence of +11%, +14%, +11%, +11% — remarkably consistent double-digit beats meaning consensus is systematically low.
  • Q3 fiscal revenue was $487M, +4.5% YoY and -3.2% sequentially — modest top-line growth, gross margin 57%, operating margin 19%, ROE 17% — quality service business.
  • Management flagged "Exceeds Financial Guidance; Initiates Fiscal Year 2027 Guidance" — always a bullish framing when a company doesn't have to defend a guide-down.
  • Fundamentals: PE 18.2, PS 2.27, D/E 0.54 (moderate), FCF yield 7.7% — reasonable value multiple for a compounding services business.
  • Structural: +25% YTD, +7% t12m, sitting at 0.60 of the 52-week range, +3% above the 50-day and +14% above the 200-day MA — genuine trend intact.
  • Governance: two new independent directors (Chiu, Storms) added July 28 expanding board from 10 to 12 — routine board evolution.
  • Insider tape: A-Award (July 15) plus one S-Sale (July 13) — routine liquidity.
  • Analyst outlook: FY2026 EPS $8.06, FY2027 $8.89 (+10%) — steady mid-teens growth.

Healthcare-workforce-demand play with disciplined execution — the setup is a boring compounder that keeps beating; the value multiple leaves room for a re-rating.

What to watch: Oct 29 Q1 fiscal print — enrollment trends across nursing/veterinary segments and any FY2027 guide updates.

On the calendar: Q1 fiscal earnings 2026-10-29

Read the AI verdict + X sentiment for $CVSA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
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What it does

Plain-English summary of the business — what they sell and how they make money.

Higher education company operating Chamberlain nursing schools, Walden online graduate programs, and medical and veterinary schools.

Industry overviewAI analysisGenerated by AI from underlying data

Where Education & Training Services sits in its cycle right now — and what that implies for $CVSA.

Education & Training Services · Consumer Defensive

No material change from last week — LFS's municipal contract wins in Japan expand children's sports school coverage independently of STG's Chinese online diploma prep regulatory normalization and..

What this means for $CVSA

Neutral — Higher education company operating Chamberlain nursing schools, Walden online graduate programs, and medical and veterinary schools; limited read-through from personal products & services macro dynamics to this specific revenue mix.

Industry benchmark

5-name peer basket
-28.0%YTD
-30.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
57.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$2.09$1.89+10.6%
Q1 2026May 7, 2026$1.98$1.73+14.5%
Q4 2025Jan 28, 2026$2.43$2.19+11.0%
Q3 2025Oct 30, 2025$1.75$1.57+11.5%
Next earningsThu, Oct 29·consensus EPS $1.82

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$487.0M+4.5%56.7%18.9%$1.69$165.9M
Q2 FY26$503.4M+12.4%59.2%22.1%$2.13$15.1M
Q1 FY26$462.3M+10.8%56.6%18.5%$1.69$114.5M
Q4 FY25$457.1M+11.5%56.5%16.8%$1.51$40.7M

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.9B – $1.9B$8.05$8.01 – $8.083
FY27$2.1B$2.1B – $2.1B$8.89$8.71 – $8.993
FY28$2.2B$2.2B – $2.2B$9.91$9.90 – $9.942
FY29$2.4B$2.4B – $2.4B$11.12$11.10 – $11.151

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.60%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 33.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 13Stephen W. Beard,CEO5.3K sh$702KSellJul 8Robert J. PhelanCFO2.4K sh$327KSellJul 8Douglas G. BeckSVP, GC, Corp. Sec & ISS2.4K sh$330KSellJul 7Robert J. PhelanCFO2.9K sh$393KSellJul 7Douglas G. BeckSVP, GC, Corp. Sec & ISS2.6K sh$359KSellJun 11Stephen W. Beard,CEO2.5K sh$331KSellJun 10Stephen W. Beard,CEO2.8K sh$359KSellMay 8Douglas G. BeckSVP, GC, Corp. Sec & ISS9.6K sh$1.2MSellMay 8Cox Karen SuePresident2.0K sh$249KSellMay 8Robert J. PhelanCFO10.0K sh$1.3M
1–10 of 14
+ 3 other (2 inkinds · 1 award) in window

See when $CVSA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 288-K — Item 5.02: Officer or director change
AI summary

Covista Inc.'s (CVSA) Board appointed Emily Chiu and Leslie Storms as independent directors effective August 17, 2026, expanding the Board from 10 to 12 members. Both directors will receive a prorated RSU grant (~$32,986 fair value) on August 17, 2026, an annual equity retainer of $150,000 in RSUs following the annual meeting, and $85,000 annual cash compensation paid quarterly; committee assignments have not yet been determined. There are no related-party arrangements with either appointee. This is a routine board expansion with no financial or strategic material impact.

3New insider — initial holdingsMay 203
AI summary

Amelia Manning, newly appointed President of Chamberlain University, filed a Form 3 reporting her officer relationship to Covista Inc. (CVSA) as of May 18, 2026. Manning discloses no securities beneficially owned — no shares held directly or indirectly, no derivative positions. Administrative filing reflecting a new corporate officer relationship with no economic impact on the company's share structure.

8-KPress release / Reg FDApr 98-K — Item 7.01: Press release / Reg FD
8-KAgreement terminatedMar 38-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
8-KPress release / Reg FDFeb 248-K — Item 7.01: Press release / Reg FD
+ 12 other (7 13Gs · 2 earnings 8-Ks · 1 10-K · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Covista (CVSA) is a Top Value Stock for the Long-Termzacks.com·2d agoCovista Q4 Earnings & Revenues Top Estimates, Enrollments Up Y/Yzacks.com·5d agoCovista Inc. (CVSA) Q4 2026 Earnings Call Transcriptseekingalpha.com·5d agoCovista (CVSA) Q4 Earnings and Revenues Top Estimateszacks.com·5d agoCovista Announces Fiscal Year 2026 Results, Exceeds Financial Guidance; Initiates Fiscal Year 2027 Guidancebusinesswire.com·5d ago

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