Strategic Education, Inc.

Report azionario NasdaqGS:STRA

Capitalizzazione di mercato: US$1.8b

Strategic Education Crescita futura

Criteri Future verificati 2/6

Si prevede che Strategic Education aumenterà i profitti e i ricavi rispettivamente del 16.7% e 3.7% all'anno.

Informazioni chiave

16.7%

Tasso di crescita degli utili

n/a

Tasso di crescita dell'EPS

Consumer Services crescita degli utili14.2%
Tasso di crescita dei ricavi3.7%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento24 Apr 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento dell'analisi Apr 27

STRA: AI Efficiencies And Cost Controls Will Support Future Margin Expansion

Narrative Update on Strategic Education The updated analyst price target for Strategic Education moves to $87 from $95, as analysts factor in softer enrollment trends highlighted in recent research while also acknowledging cost efficiencies and AI-driven margin support. These factors are reflected in slightly revised growth, profitability, discount rate, and future P/E assumptions.
Seeking Alpha Apr 14

Strategic Education: Moving To The Sidelines Following Read-Through From Phoenix Education Partners Customer Acquisition Issues

Summary I have sold my shares in Strategic Education due to rising concerns over AI-driven disruption of SEO-dependent customer acquisition channels. STRA's recent outperformance in 2025, particularly in the ETS segment, makes my prior thesis of 2026 revenue acceleration less compelling. AI large language models threaten to increase customer acquisition costs, potentially pressuring margins for businesses reliant on organic and paid search. Despite management's strong execution and cost-saving measures, lack of transparency on lead generation mix and channel efficiency limits my conviction in STRA. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Apr 10

STRA: Cost Controls And AI Efficiencies Will Support Future Earnings Power

Narrative Update on Strategic Education The Street’s price target on Strategic Education has shifted to $95 from $105, with analysts pointing to a mixed Q4 that combined steeper than expected US enrollment declines with EBITDA support from cost cutting and AI-driven efficiencies. Analyst Commentary Recent research highlights a mixed setup for Strategic Education, with analysts weighing enrollment pressure in the US against cost actions and AI-driven efficiencies that supported EBITDA in Q4.
Aggiornamento dell'analisi Mar 27

STRA: Cost Controls And AI Efficiencies Will Support Stronger Future Margins

Analysts have trimmed their price target on Strategic Education to $95 from $105, reflecting updated views on fair value after a mixed Q4 in which weaker than expected US enrollment offset EBITDA support from cost cutting and AI driven efficiencies, along with a lower assumed future P/E multiple and revised margin and growth assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the EBITDA outperformance in Q4, supported by cost cutting and AI driven efficiencies, as evidence that management can protect profitability even when enrollment trends are not favorable.
Articolo di analisi Jan 05

Investors Holding Back On Strategic Education, Inc. (NASDAQ:STRA)

With a price-to-earnings (or "P/E") ratio of 16x Strategic Education, Inc. ( NASDAQ:STRA ) may be sending bullish...
Articolo di analisi Nov 20

Strategic Education (NASDAQ:STRA) Has Affirmed Its Dividend Of $0.60

Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend of $0.60 per share on the 8th of...
Articolo di analisi Nov 13

There May Be Some Bright Spots In Strategic Education's (NASDAQ:STRA) Earnings

The market was pleased with the recent earnings report from Strategic Education, Inc. ( NASDAQ:STRA ), despite the...
Aggiornamento dell'analisi Nov 05

STRA: Future Technology And AI Efficiencies Will Drive Improved Operating Margins

Analysts have increased their price target for Strategic Education from $88 to $94 per share, citing stronger growth at Capella, ongoing investments, and expectations for improved operating margins as a result of technology efficiencies. Analyst Commentary Recent analyst updates reflect evolving perspectives on Strategic Education's performance and prospects.
Aggiornamento dell'analisi Oct 22

Analyst Commentary Highlights Growth Prospects and Valuation Stability for Strategic Education

Narrative Update on Strategic Education Analysts have increased their price target for Strategic Education from $88 to $94, citing stronger growth in Capella from targeted investments and employer enrollments. They also noted anticipated benefits from regulatory changes and operational efficiencies.
Aggiornamento dell'analisi Oct 08

Best Buy's All-Inclusive Degree Program Will Attract Future Students

Analysts have slightly increased their price target for Strategic Education, raising it to $94 from $88. They cite stronger growth at Capella, expected benefits from technology efficiencies, and a positive outlook on regulatory developments.
Articolo di analisi Jun 21

A Piece Of The Puzzle Missing From Strategic Education, Inc.'s (NASDAQ:STRA) Share Price

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
Articolo di analisi Mar 02

Strategic Education (NASDAQ:STRA) Has Announced A Dividend Of $0.60

Strategic Education, Inc. ( NASDAQ:STRA ) will pay a dividend of $0.60 on the 17th of March. The dividend yield will be...
Articolo di analisi Feb 25

Getting In Cheap On Strategic Education, Inc. (NASDAQ:STRA) Is Unlikely

There wouldn't be many who think Strategic Education, Inc.'s ( NASDAQ:STRA ) price-to-earnings (or "P/E") ratio of...
Articolo di analisi Nov 11

Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of $0.60

Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend of $0.60 per share on the 9th of...
Articolo di analisi Nov 07

Here's Why Strategic Education (NASDAQ:STRA) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi Oct 22

Investor Optimism Abounds Strategic Education, Inc. (NASDAQ:STRA) But Growth Is Lacking

There wouldn't be many who think Strategic Education, Inc.'s ( NASDAQ:STRA ) price-to-earnings (or "P/E") ratio of...
Articolo di analisi Sep 27

Strategic Education, Inc.'s (NASDAQ:STRA) Intrinsic Value Is Potentially 65% Above Its Share Price

Key Insights The projected fair value for Strategic Education is US$150 based on 2 Stage Free Cash Flow to Equity...
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Nuova analisi Sep 10

Strategic Partnerships And EdTech Growth Propel Company To New Heights

Strengthening of strategic corporate partnerships is expected to lead to sustained revenue growth by expanding the customer base and increasing course enrollments.
Articolo di analisi Sep 07

We Think Strategic Education (NASDAQ:STRA) Can Manage Its Debt With Ease

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Aug 03

Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of $0.60

The board of Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend of $0.60 per share on...
Articolo di analisi Jul 15

Why Investors Shouldn't Be Surprised By Strategic Education, Inc.'s (NASDAQ:STRA) P/E

With a price-to-earnings (or "P/E") ratio of 26.7x Strategic Education, Inc. ( NASDAQ:STRA ) may be sending very...
Articolo di analisi Jun 29

Here's Why We Think Strategic Education (NASDAQ:STRA) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi May 13

Strategic Education (NASDAQ:STRA) Has A Rock Solid Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Apr 04

Why Investors Shouldn't Be Surprised By Strategic Education, Inc.'s (NASDAQ:STRA) P/E

Strategic Education, Inc.'s ( NASDAQ:STRA ) price-to-earnings (or "P/E") ratio of 35.6x might make it look like a...
Articolo di analisi Mar 03

Strategic Education, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

It's been a pretty great week for Strategic Education, Inc. ( NASDAQ:STRA ) shareholders, with its shares surging 14...
Articolo di analisi Jan 03

Strategic Education, Inc. (NASDAQ:STRA) Not Lagging Market On Growth Or Pricing

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
Articolo di analisi Dec 12

Are Investors Undervaluing Strategic Education, Inc. (NASDAQ:STRA) By 44%?

Key Insights Strategic Education's estimated fair value is US$164 based on 2 Stage Free Cash Flow to Equity Current...
Articolo di analisi Oct 30

Here's Why Strategic Education (NASDAQ:STRA) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Articolo di analisi Aug 28

Strategic Education (NASDAQ:STRA) Has Affirmed Its Dividend Of $0.60

The board of Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend of $0.60 per share on...
Articolo di analisi Aug 22

Strategic Education, Inc.'s (NASDAQ:STRA) Intrinsic Value Is Potentially 67% Above Its Share Price

Key Insights The projected fair value for Strategic Education is US$131 based on 2 Stage Free Cash Flow to Equity...
Articolo di analisi Jul 30

Strategic Education (NASDAQ:STRA) Is Due To Pay A Dividend Of $0.60

The board of Strategic Education, Inc. ( NASDAQ:STRA ) has announced that it will pay a dividend on the 11th of...
Articolo di analisi Jul 19

These 4 Measures Indicate That Strategic Education (NASDAQ:STRA) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:STRA - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20281,417N/AN/AN/A1
12/31/20271,3421751762213
12/31/20261,2901561541993
3/31/20261,271130174218N/A
12/31/20251,268127154198N/A
9/30/20251,256114132175N/A
6/30/20251,242115124166N/A
3/31/20251,233113118159N/A
12/31/20241,220113129169N/A
9/30/20241,211126144183N/A
6/30/20241,191117139178N/A
3/31/20241,167102122160N/A
12/31/20231,1337080117N/A
9/30/20231,100495188N/A
6/30/20231,077374886N/A
3/31/20231,0633863105N/A
12/31/20221,0654783126N/A
9/30/20221,0685096144N/A
6/30/20221,0754886135N/A
3/31/20221,10053112158N/A
12/31/20211,13255131181N/A
9/30/20211,12739100145N/A
6/30/20211,09646112157N/A
3/31/20211,05361108153N/A
12/31/20201,0288696143N/A
9/30/20201,024109174220N/A
6/30/20201,027115166211N/A
3/31/20201,016105168212N/A
12/31/201999781N/A202N/A
9/30/201997575N/A203N/A
6/30/20198956N/A120N/A
3/31/2019764-14N/A88N/A
12/31/2018634-16N/A47N/A
9/30/2018511-45N/A-3N/A
6/30/201845814N/A53N/A
3/31/201845620N/A49N/A
12/31/201745521N/A56N/A
9/30/201745539N/A59N/A
6/30/201744935N/A55N/A
3/31/201744533N/A54N/A
12/31/201644135N/A45N/A
9/30/201643536N/A53N/A
6/30/201643237N/A56N/A
3/31/201643441N/A62N/A
12/31/201543440N/A78N/A
9/30/201543740N/A70N/A
6/30/201543841N/A76N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di STRA ( 16.7% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di STRA ( 16.7% all'anno) cresceranno più rapidamente del mercato US ( 16.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di STRA cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di STRA ( 3.7% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di STRA ( 3.7% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di STRA è previsto essere elevato tra 3 anni


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 10:34
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Strategic Education, Inc. è coperta da 21 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jeffrey MeulerBaird
Gary BisbeeBarclays
Alexander ParisBarrington Research Associates, Inc.