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Stride, Inc. Stock Price

NYSE:LRN Community·US$3.2b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 96 Fair Values set on narratives written by author

LRN Share Price Performance

US$83.67
-73.41 (-46.73%)
US$113.50
Fair Value
US$83.67
-73.41 (-46.73%)
26.3% undervalued intrinsic discount
US$113.50
Fair Value
Price US$83.67
AnalystConsensusTarget US$113.50
yiannisz US$51.00
AnalystLowTarget US$93.00

LRN Community Narratives

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Fair Value US$113.5 26.3% undervalued intrinsic discount

Digital Education Will Drive Opportunities Despite Recent Lawsuit and Operational Challenges

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Fair Value
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Fair Value US$51 64.1% overvalued intrinsic discount

Stride Stock: Online Education Finds Its Second Act

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Fair Value US$93 10.0% undervalued intrinsic discount

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

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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
64.1% 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$93
10.0% undervalued intrinsic discount
Revenue
4.08% p.a.
Profit Margin
14.63%
Future PE
10.47x
Price in 2029
US$113.34
US$113.5
26.3% undervalued intrinsic discount
Revenue
3.61% p.a.
Profit Margin
14.39%
Future PE
13.18x
Price in 2029
US$138.41
US$125
33.1% undervalued intrinsic discount
Revenue
4.47% p.a.
Profit Margin
16.41%
Future PE
15.01x
Price in 2029
US$156.63

Trending Discussion

No trending discussion available.

Updated Narratives

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Stride Stock: Online Education Finds Its Second Act

Fair Value: US$51 64.1% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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LRN: Texas Contract Loss And CEO Shift Will Support Future Rebound

Fair Value: US$93 10.0% undervalued intrinsic discount
2 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 26.3% undervalued intrinsic discount
39 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$950.6m

Gross Profit

US$612.4m

Other Expenses

US$338.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
8.22
37.75%
13.43%
25.6%
View Full Analysis

About LRN

Founded
1999
Employees
9200
CEO
Robert Knowling
WebsiteView website
stridelearning.com

Stride, Inc., a technology company, provides an educational platform to deliver proprietary and third-party curriculum, software systems, and educational services in the United States. The company offers online coursework and content in software engineering, healthcare, and medical fields, as well as state customized versions of those courses, electives, and instructional supports; end-to-end platform includes single sign-on capability for content management, learning management, student information, data reporting and analytics, and various support systems that provides an educational experience for students; and stand-alone products and services which can provide curriculum and content hosting on customers’ learning management systems, or integration with customers’ student information systems. It also provides instructional services that includes customer support for instructional teams comprising recruitment of state-certified teachers, training in research-based online instruction methods and Stride systems, oversight and evaluation services, and ongoing professional development; training options, such as hands-on training, on-demand courses, and support materials. In addition, the company offers support services, including marketing and enrollment, supporting prospective students through the admission process, assessment management, administrative support, technology, and materials support services. The company provides its products and services through virtual schools, traditional school districts, and consumer. It serves public and private schools, school districts, and charter boards, as well as employers, government agencies, and consumers. The company was formerly known as K12 Inc. and changed its name to Stride, Inc. in December 2020. The company was incorporated in 1999 and is headquartered in Reston, Virginia.

Recent LRN News & Updates

Seeking Alpha Aug 13

Stride: New CEO Brings Uncertainty

Summary Stride remains a 'Hold' as operational vulnerabilities and valuation concerns persist despite market leadership in online education. Full-year results met expectations, with revenue up 4.7% YoY, driven by 14% Career Learning enrollment growth, but offset by declines in other segments. CEO transition introduces uncertainty; share repurchase program extension signals a focus on shareholder returns, with $311 million remaining. Lowered revenue growth (10% vs. 15%) and margin assumptions yield a fair value of $86 per share, just above current levels. Read the full article on Seeking Alpha
Narrative Update Aug 01

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

Analysts have reduced their fair value estimate for Stride to $93 from $102, reflecting the recent CEO transition, the loss of a Texas contract, and a modestly lower future P/E assumption, while maintaining relatively stable expectations for growth and margins. Analyst Commentary Recent Street research around Stride highlights growing caution after the CEO transition and the loss of a major Texas school district contract.

Recent updates

No updates