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Update shared on26 Oct 2025

Fair value Increased 1.94%
AnalystConsensusTarget's Fair Value
US$170.75
10.1% undervalued intrinsic discount
26 Oct
US$153.53
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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.

What's in the News

  • The Gallup-McKinley County Schools Board of Education has filed a lawsuit against Stride, alleging fraud, deceptive trade practices, staffing violations, and mismanagement of special education services. The board claims these issues have led to a dramatic drop in graduation rates and a loss of public trust (Key Developments).
  • Stride reported $59.5 million in impairment charges for long-lived assets in its fourth quarter ending June 30, 2025 (Key Developments).
  • Stride has partnered with Chama Valley Independent Schools and Santa Rosa Consolidated Schools to operate Destinations Career Academy of New Mexico. The academy is enrolling over 3,000 students for the 2025-2026 school year (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has increased from $167.50 to $170.75, reflecting a modest upward revision.
  • Discount Rate has risen slightly, moving from 7.11 percent to 7.15 percent.
  • Revenue Growth expectations are up, from 9.32 percent to 9.50 percent.
  • Net Profit Margin has improved marginally, now projected at 16.75 percent compared to the previous 16.67 percent.
  • Future P/E ratio has climbed slightly, moving from 16.89x to 17.08x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.