Digital Education Will Drive Opportunities Despite Recent Lawsuit and Operational Challenges

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

04 Sep 24

Updated

09 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-40.8%

7D

4.9%

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1Y

-40.8%

7D

4.9%

You can edit this narrative until Dec 10 11:10 PM. Then, changes will post as Updates.

Author's Valuation

US$115.544.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

LRN: Future Enrollment Will Recover As Platform Issues And Legal Headwinds Ease

Analysts have trimmed their price target on Stride to $125 from $175 and to $108 from $164, reflecting mixed recent results and concerns around a troubled platform rollout and a softer than expected fiscal 2026 outlook. Analyst Commentary Recent Street research reflects a more cautious stance on Stride, with price targets reset lower but views remaining divided on the company’s execution risk and long term growth potential.

Shared on 25 Nov 25

LRN: Future Enrollment Should Rebound After Platform Challenges Are Addressed

Stride’s analyst price targets fell sharply this week. The consensus decline is attributed to weaker than anticipated fiscal 2026 guidance and platform rollout challenges that have weighed on recent analyst assessments.

Shared on 09 Nov 25

Fair value Decreased 32%

LRN: Future Enrollment Should Recover as Platform Issues Are Resolved

The analyst price target for Stride was reduced from $170.75 to $115.50, as analysts highlighted lower growth expectations and concerns over platform implementation challenges, which are impacting future enrollment and outlook. Analyst Commentary Recent analyst reports provided a mixed assessment of Stride’s current outlook, highlighting both positive and negative factors affecting the company’s valuation and growth potential.

Shared on 26 Oct 25

Fair value Increased 1.94%

Narrative Update on Stride: Analyst Price Target Revision Analysts have raised their price target for Stride from $167.50 to $170.75. They cite increased revenue growth expectations and improved profit margins as key drivers for the upward adjustment.

Shared on 24 Sep 25

Fair value Increased 2.29%

The slight increase in Stride’s future P/E ratio indicates modestly stronger earnings expectations, contributing to the consensus analyst price target rising from $163.75 to $167.50. What's in the News Gallup-McKinley County Schools filed a lawsuit against Stride alleging fraud, enrollment inflation, staffing law violations, improper cost-cutting, special education non-compliance, and whistleblower suppression, leading to a sharp drop in graduation rates and test scores.

Shared on 08 May 25

Fair value Increased 11%

Shared on 30 Apr 25

Fair value Increased 2.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 4.06%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

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 4.82%

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

Fair value Decreased 16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

AnalystConsensusTarget Fair Value

US$115.5

44.2% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

3.78%

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

7.49%

Calculation

US$449.94m

Earnings '28

x

14.03x

PE Ratio '28

=

US$6.31b

Market Cap '28

US$6.31b

Market Cap '28

/

44.85m

No. shares '28

=

US$140.76

Share Price '28

US$140.76 Share Price '28

Discounted to 2025 @ 7.50% p.a.

=

US$113.30

Fair Value '25