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STRA

Strategic Education, Inc.

STRA

NASDAQ·Consumer Defensive·Education & Training Services·Mkt cap $1.9B

$81.59

-0.38%

P/E

13.55

Mkt Cap

$1.9B

52-Wk Range

$69.70–$89.73

52-Week Range

$69.70 - $89.73

P/E

13.55

Fwd P/E

11.32

Beta

0.50

Div Yield

2.94%

Avg Vol

279.8K

Shares Out

22.7M

Mkt Cap

$1.9B

Price action

Price chart

Down 1.9% 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

5 reasons

  • Established brand portfolio with 130+ years of heritage and institutional credibility
  • Diversified delivery model combining campus-based, online, and hybrid education across multiple geographies
  • Specialized focus on working adults and career-changers with flexible, affordable programs aligned to employer demand
  • Integrated ecosystem spanning degree programs, bootcamps, and employer workforce solutions creating customer stickiness
  • Technology-enabled platforms reducing cost structure and enabling scalability

Bear Case

1 risk

  • Low volatility (beta 0.5).

Growth

Stable outlook

Positive revenue trend

Value

Fairly valued vs Education Services peers

Momentum

Stable

+0.0% over 3m

Quality

Strong

Strong fundamentals

Dividend

Solid

2.94% yield

Earnings track record

Recent earnings results

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

Next: Nov 5, 2026

Q3 26 RECAP

JUL 29, 2026

Reported EPS of $1.76 vs $1.80 consensus (-2.2% surprise). Revenue of $330.2M vs $327.5M expected (+0.8%).

EPS miss
Rev beat +0.8%

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-2.2%

Revenue trend · last 8Q

+3%

+5%

+3%

+5%

+4%

+1%

+5%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$306.0M

$311.5M

$303.6M

$321.5M

$319.9M

$323.2M

$305.9M

$337.3M

Margins · last 8Q

Gross

-44.8%

Operating

14.3%

Profit

11.0%

Wall Street consensus

3 analysts · 67% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

67%

Hold

1

33%

Sell

0%

Median Price Target

Latest: BMO Capital · Jul 6, 2026

vs Industry

How STRA stacks vs Education & Training Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.