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STRA

Strategic Education, Inc.

STRA

NASDAQ·Consumer Defensive·Education & Training Services·Mkt cap $1.8B

$80.98

+2.26%

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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

$69.70 - $87.38

P/E

14.31

Fwd P/E

11.27

Beta

0.50

Div Yield

3.03%

Avg Vol

286.7K

Shares Out

22.7M

Mkt Cap

$1.8B

Price action

Price chart

Down 5.8% 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

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

Weak

-5.4% over 3m

Quality

Strong

Excellent business quality

Dividend

Solid

3.03% yield

Earnings track record

Recent earnings results

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

Next: Apr 22, 2026

Q2 26 RECAP

APR 23, 2026

Reported EPS of $1.42 vs $1.51 consensus (-6.0% surprise). Revenue of $305.9M vs $309.8M expected (-1.2%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-6.0%

Next: Apr 22, 2026

Revenue trend · last 8Q

+3%

+5%

+3%

+5%

+4%

+1%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$312.3M

$306.0M

$311.5M

$303.6M

$321.5M

$319.9M

$323.2M

$305.9M

Margins · last 8Q

Gross

Operating

13.4%

Profit

10.7%

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

$86.00

+6.2% vs $80.98

Low $80.00
Median $86.00
High $95.00

Latest: BMO Capital · $86.00 · Apr 27, 2026

3 analysts covering

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.