Stride, Inc.
LRN
NYSE·Consumer Defensive·Education & Training Services·Mkt cap $3.7B
$86.86
▼ -0.48%
P/E
13.40
Mkt Cap
$3.7B
52-Wk Range
$60.61–$166.93
52-Week Range
$60.61 - $166.93
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 46.0% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary technology platform enabling personalized learning, progress tracking, and student support at scale
- Integrated ecosystem combining curriculum, software, services, and professional expertise across K-12 and post-secondary markets
- Diversified revenue streams across public schools, private institutions, employers, and direct-to-consumer channels reducing concentration risk
- Brand recognition and operational expertise from 20+ years in online education with established relationships across school districts and government agencies
Bear Case
1 risk
- Low volatility (beta 0.1).
Growth
Stable outlook
Steady revenue growth (18% YoY)
Value
Fairly valued vs Education Services peers
Momentum
Weak
-10.9% over 3m
Quality
Stable
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying LRN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 27, 2026
AUG 4, 2026
Reported EPS of $1.75 vs $1.64 consensus (+6.7% surprise). Revenue of $636.1M vs $626.5M expected (+1.5%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+6.7%
Revenue trend · last 8Q
—
—
+16%
+18%
+22%
+13%
+8%
-3%
Q4 24
Q1 24
Q2 24
Q3 25
Q4 25
Q1 25
Q2 25
Q4 26
$534.2M
$551.1M
$587.2M
$613.4M
$653.6M
$620.9M
$631.3M
$636.1M
Margins · last 8Q
Gross
34.2%
Operating
16.6%
Profit
12.8%
Wall Street consensus
3 analysts · 33% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
33%
Hold
67%
Sell
0%
Median Price Target
—
Latest: William Blair · Jul 30, 2026
vs Industry
How LRN stacks vs Education & Training Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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