Added to YB: 2026-05-07
Pitch date: 2026-05-05
LRN [neutral]
Stride, Inc.
-1.78%
current return
Author Info
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Company Info
Stride, Inc., together with its subsidiaries, provides proprietary and third-party online curriculum, software systems, and educational services in the United States and internationally.
Market Cap
$3.9B
Pitch Price
$94.69
Price Target
159.00 (+71%)
Dividend
N/A
EV/EBITDA
6.82
P/E
14.58
EV/Sales
1.42
Sector
Diversified Consumer Services
Category
turnaround
Stride (LRN) Q3 FY2026 Update: The Engine Is Career Learning, The Wobble Is Gen Ed
LRN (update): Q3 adj EPS $2.30 beat by $0.09, rev $629.9M in-line. Career Learning rev +15.9% to $260M (44% of total), enrollment +11.6%; Gen Ed enrollment -5.0% (worst of cycle). Gross margin compressed 380bps to 36.8% on platform costs. PT cut to $159 (from $209) on lower margin path, slower Gen Ed recovery. PA funding cut, class action pending. Hold pending clean fall enrollment season.
Read full article (11 min)