Strategic Education

Analyst Commentary Highlights Growth Prospects and Valuation Stability for Strategic Education

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

10 Sep 24

Updated

05 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-20.5%

7D

5.4%

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1Y

-20.5%

7D

5.4%

You can edit this narrative until Nov 6 4:10 PM. Then, changes will post as Updates.

Author's Valuation

US$103.3321.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Nov 25

STRA: Future Technology And AI Efficiencies Will Drive Improved Operating Margins

Analysts have increased their price target for Strategic Education from $88 to $94 per share, citing stronger growth at Capella, ongoing investments, and expectations for improved operating margins as a result of technology efficiencies. Analyst Commentary Recent analyst updates reflect evolving perspectives on Strategic Education's performance and prospects.

Shared on 22 Oct 25

Narrative Update on Strategic Education Analysts have increased their price target for Strategic Education from $88 to $94, citing stronger growth in Capella from targeted investments and employer enrollments. They also noted anticipated benefits from regulatory changes and operational efficiencies.

Shared on 08 Oct 25

Fair value Increased 0.65%

Analysts have slightly increased their price target for Strategic Education, raising it to $94 from $88. They cite stronger growth at Capella, expected benefits from technology efficiencies, and a positive outlook on regulatory developments.

Shared on 29 Jul 25

Fair value Decreased 7.20%

Strategic Education’s consensus price target has declined, reflecting a substantial reduction in its future P/E multiple despite an improvement in net profit margin, lowering the fair value from $110.63 to $102.67. Valuation Changes Summary of Valuation Changes for Strategic Education The Consensus Analyst Price Target has fallen from $110.63 to $102.67.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 17%

AnalystConsensusTarget has decreased revenue growth from 5.3% to 4.7% and decreased future PE multiple from 21.9x to 19.1x.

AnalystConsensusTarget Fair Value

US$103.33

21.8% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.01%

Consumer Services revenue growth rate

0.34%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.22%

Calculation

US$192.44m

Earnings '28

x

13.83x

PE Ratio '28

=

US$2.66b

Market Cap '28

US$2.66b

Market Cap '28

/

21.76m

No. shares '28

=

US$122.33

Share Price '28

US$122.33 Share Price '28

Discounted to 2025 @ 7.04% p.a.

=

US$99.74

Fair Value '25