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LRN

Stride, Inc.

LRN

NYSE·Consumer Defensive·Education & Training Services·Mkt cap $3.8B

$90.44

+2.11%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$60.61 - $171.17

P/E

13.77

Fwd P/E

12.04

Beta

0.08

Div Yield

0.00%

Avg Vol

803.7K

Shares Out

42.6M

Mkt Cap

$3.8B

Price action

Price chart

Down 35.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Stable

-1.2% over 3m

Quality

Stable

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 27, 2026

Q2 26 RECAP

APR 28, 2026

Reported EPS of $2.30 vs $1.92 consensus (+19.8% surprise). Revenue of $629.9M vs $629.7M expected (+0.0%). Beat on both top and bottom lines.

EPS beat +19.8%
Rev beat +0.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+19.8%

Next: Apr 27, 2026

Revenue trend · last 8Q

+16%

+18%

+22%

+13%

+8%

Q3 24

Q4 24

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 25

$520.8M

$534.2M

$551.1M

$587.2M

$613.4M

$653.6M

$620.9M

$631.3M

Margins · last 8Q

Gross

41.1%

Operating

23.3%

Profit

15.8%

Wall Street consensus

4 analysts · 75% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

75%

Hold

1

25%

Sell

0%

Median Price Target

Latest: William Blair · Jun 15, 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.