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Stride, Inc. Stock Price

NYSE:LRN Community·US$3.5b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 93 Fair Values set on narratives written by author

LRN Share Price Performance

US$82.80
-63.07 (-43.24%)
US$125.00
Fair Value
US$82.80
-63.07 (-43.24%)
33.8% undervalued intrinsic discount
US$125.00
Fair Value
Price US$82.80
AnalystHighTarget US$125.00
AnalystConsensusTarget US$113.50
yiannisz US$51.00

LRN Community Narratives

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Fair Value US$125 33.8% undervalued intrinsic discount

Career Learning Demand And Technology Investments Will Support A Stronger Long Term Outlook

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Fair Value US$113.5 27.0% undervalued intrinsic discount

Digital Education Will Drive Opportunities Despite Recent Lawsuit and Operational Challenges

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37users have followed this narrative
Fair Value
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Fair Value US$51 62.4% overvalued intrinsic discount

Stride Stock: Online Education Finds Its Second Act

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Stride

Stride Stock: Online Education Finds Its Second Act

Stride Inc. (NYSE: LRN) is no longer just a pandemic-era beneficiary of remote schooling.Read more

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US$51
62.4% overvalued intrinsic discount
Fair Value
Revenue
3.78% p.a.
Profit Margin
12.76%
Future PE
8.84x
Price in 2030
US$73.18
US$125
33.8% undervalued intrinsic discount
Revenue
4.47% p.a.
Profit Margin
16.41%
Future PE
15.01x
Price in 2029
US$156.63
US$75
10.4% overvalued intrinsic discount
Revenue
3.75% p.a.
Profit Margin
16.64%
Future PE
9.09x
Price in 2028
US$93.16

Trending Discussion

Updated Narratives

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Stride Stock: Online Education Finds Its Second Act

Fair Value: US$51 62.4% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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LRN: Contract Loss And 2026 Spend Will Test Enrollment Resilience

Fair Value: US$113.5 27.0% undervalued intrinsic discount
37 users have set this as their fair value
0 users have commented on this narrative
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Career Learning Demand And Technology Investments Will Support A Stronger Long Term Outlook

Fair Value: US$125 33.8% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

0 Risks
4 Rewards

Stride, Inc. Key Details

US$2.5b

Revenue

US$1.6b

Cost of Revenue

US$973.0m

Gross Profit

US$664.9m

Other Expenses

US$308.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
7.35
38.37%
12.15%
25.4%
View Full Analysis

About LRN

Founded
1999
Employees
8600
CEO
James Rhyu
WebsiteView website
stridelearning.com

Stride, Inc., together with its subsidiaries, provides proprietary and third-party online curriculum, software systems, and educational services in the United States and internationally. Its technology-based products and services enable clients to attract, enroll, educate, track progress, support, and facilitate individualized learning for students. The company offers integrated package of systems, services, products, and professional expertise to support a virtual or blended public school; learning software and support services to schools and school districts; individual online courses and supplemental educational products; and products and services for the general education market focused on subjects, including math, English, science, and history for kindergarten through twelfth grade students. It also provides career learning products and services that are focused on developing skills to enter in industries, including information technology, health care, and business; and operates tuition-based private schools. In addition, the company offers focused post-secondary career learning programs, which include skills training for software engineering, healthcare, and medical fields to adult learners under Galvanize, Tech Elevator, and MedCerts brands, as well as provides staffing and talent development services to employers. It serves public and private schools, school districts, charter boards, consumers, employers, and government agencies. The company was formerly known as K12 Inc. and changed its name to Stride, Inc. in December 2020. Stride, Inc. was incorporated in 1999 and is headquartered in Reston, Virginia.

Recent LRN News & Updates

Analysis Article Jun 18

Stride (LRN) Stock Could Be 62.4% Overvalued After Texas Contract Loss

Stride (LRN) is back in focus after the Texas Roscoe School District chose not to renew its Lone Star Online Academy contract, a decision affecting projected 2025 enrollment and amplifying existing platform concerns. See our latest analysis for Stride. The recent Texas contract loss comes on top of a sharp 16.8% 7 day share price decline and a softer 30 day share price return of 8.2% down, even as Stride shares remain up 28.2% year to date and the 3 year total shareholder return sits at...
Narrative Update Jun 18

LRN: Contract Loss And 2026 Spend Will Test Enrollment Resilience

Analysts have held their average price target on Stride steady at $113.50, citing the loss of a major Texas district contract and the expected enrollment headwind, but also pointing to past instances where the company managed similar disruptions relatively well. Analyst Commentary Recent research on Stride reflects a split view, with some analysts focusing on the immediate contract and enrollment risks while others see the share price reaction as more severe than the underlying fundamentals warrant.

Recent updates

No updates