Added to YB: 2026-01-22
Pitch date: 2025-11-17
LRN [bullish]
Stride, Inc.
+34.2%
current return
Author Info
No bio for this author
Company Info
Stride, Inc., a technology company, provides an educational platform to deliver proprietary and third-party curriculum, software systems, and educational services in the United States.
Market Cap
$3.4B
Pitch Price
$62.72
Price Target
184.00 (+119%)
Dividend
N/A
EV/EBITDA
5.72
P/E
11.68
EV/Sales
1.17
Sector
Diversified Consumer Services
Category
turnaround
Stride, Inc. - $LRN
LRN: Virtual K-12 education co crashed from $160 to $63.5 on learning management system issues causing 10-15k student losses. Trades 4.1x forward EBIT vs historical 15x. $10/share net cash, 20% buyback. If LMS fixed by Jan 2026, path to $600M EBIT=$184+ stock. Downside limited at 4.5x EBIT.
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