Published

12 Dec 25

Updated

01 Aug 26

Views

Not Invested

StrideLRN

Fair Value

US$93

Share price01 Aug

US$84.079.6% undervalued

1Y-49.89%

7D0.48%

Platform Migration Risks May Reshape Online Career Learning Demand Yet Supportive Tailwinds Should Eventually Emerge

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

12 Dec 25

Updated

01 Aug 26

Views

Not Invested

Shared on 01 Aug 26

Fair value Decreased 8.82%

LRN: Texas Contract Loss And CEO Shift Will Support Future Rebound

Stride loses a major Texas school district deal just as it hands the CEO role to a new leader, and analysts turn more cautious about what that means for enrollment in the coming school year. The key question is whether Stride can win those students back quickly enough to steady growth after the shake-up.

6 views

Shared on 02 Jul 26

Fair value Increased 36%

LRN: Texas Contract Loss Will Create Opportunity For Future Enrollment Recovery

A big Texas school district ends a key online-school contract, and the market reacts sharply as investors worry about how many students Stride can keep or replace. The fallout could set up a rebound if families move to other Stride programs, but questions about management readiness and recent tech issues keep the outlook uncertain.

11 views

Fair Value vs Share Price

US$93

vs US$84.079.6% undervalued

4.1%

Revenue growth

14.6%

Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

Flawless balance sheet and undervalued.

Market capUS$3.5b

PB2.1x

Estimated Growth3.2%

Dividend YieldN/A

Full analysis

CEO & management

Robert Knowling

CEO

4.1yrs

CEO Tenure

A technology company, provides an educational platform to deliver proprietary and third-party curriculum, software systems, and educational services in the United States.