Stride 将来の成長
Future 基準チェック /16
Strideは、8.3%と3.7%でそれぞれ年率8.3%で利益と収益が成長すると予測される一方、EPSはgrowで5.2%年率。
主要情報
8.3%
収益成長率
5.19%
EPS成長率
| Consumer Services 収益成長 | 14.2% |
| 収益成長率 | 3.7% |
| 将来の株主資本利益率 | n/a |
| アナリストカバレッジ | Low |
| 最終更新日 | 29 Apr 2026 |
今後の成長に関する最新情報
Recent updates
Seeking Alpha • May 08
Stride: Career Learning Growth Engine With A Margin Tailwind
Summary Stride, Inc. (LRN) is rated Buy at $93 as the post-crisis recovery is largely priced in and easy gains are behind. Career Learning segment drives growth, now 44% of revenue, with +15.9% y/y revenue and +11.6% y/y enrollment in Q3 FY2026. General Education enrollment decline (-5% y/y in Q3) is the key risk; stabilization is needed for further upside. Valuation remains supportive with strong EV/EBITDA and profitability metrics, but near-term multiple expansion is capped by earnings revisions. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 21
LRN: Future Earnings Multiple Will Reflect 2026 Guidance And Recent Buybacks
Analysts have lifted their price target on Stride to $112.0 from $109.5, citing updated fair value work and Street research that includes a recent $19 price target increase highlighted by BMO Capital. Analyst Commentary Bullish Takeaways Bullish analysts point to the updated fair value work as support for a higher target, suggesting that recent fundamentals and assumptions used in their models justify the new US$112.0 level.ナラティブ更新 • Apr 06
LRN: Future Earnings Multiple Will Depend On 2026 Guidance And Buybacks
Analysts raised their price target on Stride by $19 to reflect updated assumptions on discount rates and future P/E. They cited recent research that supports a slightly more constructive risk and valuation profile.ナラティブ更新 • Mar 23
LRN: Future Earnings Multiple Will Depend On 2026 Guidance Delivery
Analysts have lifted their price targets on Stride, with the fair value estimate moving from $106.33 to $109.50. They cited updated assumptions for revenue growth, profit margins and future P/E multiples following recent Street research.ナラティブ更新 • Mar 08
LRN: Future Earnings Multiple Will Rely On 2026 Guidance Execution
Analysts have trimmed their fair value estimate for Stride from about $111 to roughly $106, citing slightly more conservative assumptions on revenue growth, profit margins and the appropriate P/E multiple, while also acknowledging recent price target adjustments such as BMO Capital's $19 increase. Analyst Commentary Recent Street research on Stride includes a price target increase of $19 from BMO Capital.ナラティブ更新 • Feb 21
LRN: Future Revenue Guidance Execution Will Support Higher Earnings Multiple
Analysts have raised their price target on Stride by $19, citing updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions as supporting factors. Analyst Commentary Analysts lifting their price target on Stride by $19 are pointing to a mix of valuation adjustments and refreshed assumptions around the business model.分析記事 • Feb 11
There's No Escaping Stride, Inc.'s (NYSE:LRN) Muted Earnings Despite A 26% Share Price Rise
Stride, Inc. ( NYSE:LRN ) shares have continued their recent momentum with a 26% gain in the last month alone...ナラティブ更新 • Feb 07
LRN: Future Execution On Revenue Guidance Will Support Premium Earnings Multiple
Analysts have lifted their fair value estimate for Stride from US$105 to US$111, reflecting updated assumptions around revenue growth, profit margins and future P/E as outlined in recent Street research. Analyst Commentary Recent Street commentary around the US$111 fair value centers on how Stride can execute against its growth assumptions and sustain margins that support the updated P/E framework.ナラティブ更新 • Jan 23
LRN: Strong Applications And Platform Recovery Will Support Future Enrollment Rebound
Analysts have trimmed their price targets on Stride, with updates such as a reduction to $125 and $108. This helps explain the modest shift in our assumptions while keeping our fair value estimate steady at $105.ナラティブ更新 • Jan 08
LRN: Platform Recovery And Strong Applications Will Support Future Enrollment Rebound
Analysts have trimmed their price targets on Stride, with recent cuts to US$125 and US$108. This has helped drive our updated view, which reflects concerns about the platform rollout issues and a softer fiscal 2026 outlook, while keeping core assumptions such as fair value and growth broadly in line.ナラティブ更新 • Dec 24
LRN: Platform Stabilization Will Support Enrollment Recovery And Renewed Share Price Upside
Analysts have trimmed their price target on Stride to about $105 from roughly $116, reflecting lowered long term revenue growth assumptions and a modestly reduced future P E multiple. This comes even as they acknowledge resilient margins following recent mixed quarterly results and platform rollout challenges highlighted in recent Street research.ナラティブ更新 • Dec 09
LRN: Future Enrollment Will Recover As Platform Issues And Legal Headwinds Ease
Analysts have trimmed their price target on Stride to $125 from $175 and to $108 from $164, reflecting mixed recent results and concerns around a troubled platform rollout and a softer than expected fiscal 2026 outlook. Analyst Commentary Recent Street research reflects a more cautious stance on Stride, with price targets reset lower but views remaining divided on the company’s execution risk and long term growth potential.分析記事 • Nov 27
It's Unlikely That Stride, Inc.'s (NYSE:LRN) CEO Will See A Huge Pay Rise This Year
Key Insights Stride to hold its Annual General Meeting on 4th of December Salary of US$1.00m is part of CEO James...ナラティブ更新 • Nov 25
LRN: Future Enrollment Should Rebound After Platform Challenges Are Addressed
Stride’s analyst price targets fell sharply this week. The consensus decline is attributed to weaker than anticipated fiscal 2026 guidance and platform rollout challenges that have weighed on recent analyst assessments.ナラティブ更新 • Nov 09
LRN: Future Enrollment Should Recover as Platform Issues Are Resolved
The analyst price target for Stride was reduced from $170.75 to $115.50, as analysts highlighted lower growth expectations and concerns over platform implementation challenges, which are impacting future enrollment and outlook. Analyst Commentary Recent analyst reports provided a mixed assessment of Stride’s current outlook, highlighting both positive and negative factors affecting the company’s valuation and growth potential.分析記事 • Nov 05
Solid Earnings Reflect Stride's (NYSE:LRN) Strength As A Business
Investors were underwhelmed by the solid earnings posted by Stride, Inc. ( NYSE:LRN ) recently. We did some digging and...分析記事 • Nov 04
Little Excitement Around Stride, Inc.'s (NYSE:LRN) Earnings As Shares Take 50% Pounding
The Stride, Inc. ( NYSE:LRN ) share price has fared very poorly over the last month, falling by a substantial 50%. The...ナラティブ更新 • Oct 26
Digital Education Will Drive Opportunities Despite Recent Lawsuit and Operational Challenges
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.ナラティブ更新 • Sep 24
Flexible Digital Education Will Unlock New Market Opportunities
The slight increase in Stride’s future P/E ratio indicates modestly stronger earnings expectations, contributing to the consensus analyst price target rising from $163.75 to $167.50. What's in the News Gallup-McKinley County Schools filed a lawsuit against Stride alleging fraud, enrollment inflation, staffing law violations, improper cost-cutting, special education non-compliance, and whistleblower suppression, leading to a sharp drop in graduation rates and test scores.分析記事 • Aug 22
Why Investors Shouldn't Be Surprised By Stride, Inc.'s (NYSE:LRN) 29% Share Price Surge
Stride, Inc. ( NYSE:LRN ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Jul 14
We Like These Underlying Return On Capital Trends At Stride (NYSE:LRN)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...分析記事 • Jun 30
Does Stride (NYSE:LRN) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Jun 01
Stride, Inc. (NYSE:LRN) Shares Could Be 34% Below Their Intrinsic Value Estimate
Key Insights Stride's estimated fair value is US$230 based on 2 Stage Free Cash Flow to Equity Current share price of...分析記事 • May 04
Optimistic Investors Push Stride, Inc. (NYSE:LRN) Shares Up 28% But Growth Is Lacking
Stride, Inc. ( NYSE:LRN ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Apr 29
Is Stride (NYSE:LRN) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Apr 12
Stride: A Unique Business Offering Tariff-Resilient Growth
Summary Stride is a unique for-profit education company that has seen success in selling its curriculums and working directly with school districts. The company distinguishes itself by bypassing individual students and selling directly to districts (where peers like 2U have stumbled), but still maintaining double-digit growth in enrollments. The company's scalable business model and significant operating margin gains highlight its efficiency, with adjusted EBITDA up 36% y/y, nearing "Rule of 40" status. Stride is a "growth at a reasonable price" stock trading at ~2.4x forward revenue and ~10x forward adjusted EBITDA, makes it a compelling portfolio addition. The company's business is also arguably tariff-proof, as macro conditions don't dictate spending on education and learning. Read the full article on Seeking Alpha分析記事 • Apr 03
Stride (NYSE:LRN) Is Doing The Right Things To Multiply Its Share Price
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...分析記事 • Mar 20
Here's Why Stride (NYSE:LRN) Has Caught The Eye Of Investors
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Mar 07
Stride: School From Home, A Secular Trend
Summary Stride's online K-12 education model is a secular trend, benefiting from growth and scale gains, with a 9% enrollment increase estimated for 2025. The company's high earnings visibility and operating leverage, demonstrated by a rise in EBITDA margins from 6% to 12%, underpin its strong financial outlook. Valuation is attractive at 1x PEG, with a potential price target of $185 if enrollment growth meets or exceeds 9% in September 2025. Regulation is the primary risk, but long-term enrollment growth and scale gains support a buy rating for Stride. Read the full article on Seeking AlphaSeeking Alpha • Feb 20
Stride: Buy In At A Better Price Point
Summary Stride, Inc. has shown substantial growth, with an eightfold increase over 10 years and strong recent quarterly results, making it a stock to watch. Stride operates in the growing homeschooling market, with little competition, creating a favorable duopoly with significant pricing power and market potential. Despite strong growth, Stride's stock is currently overvalued; the ideal entry price is around $120, with a long-term bullish outlook. Recommend holding off on buying now due to high valuation; consider building positions gradually between $115 and $125. Read the full article on Seeking Alpha分析記事 • Feb 19
Stride, Inc. (NYSE:LRN) Shares Could Be 45% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Stride fair value estimate is US$258 Stride is estimated to be...分析記事 • Feb 06
There's Reason For Concern Over Stride, Inc.'s (NYSE:LRN) Massive 30% Price Jump
Despite an already strong run, Stride, Inc. ( NYSE:LRN ) shares have been powering on, with a gain of 30% in the last...Seeking Alpha • Jan 18
Stride: Welcome To The GARP Club
Summary Stride Inc. (LRN) offers a compelling growth opportunity with a forward PE of 16.5, 10% revenue growth, and 20% EPS growth expected. Strong organic demand drives Stride's potential for significant capital appreciation in the coming years. Stride is poised to continue its growth trajectory since 2021 and outperform the S&P 500. The stock's attractive valuation and robust growth metrics make it a solid choice for growth investors. Read the full article on Seeking Alpha分析記事 • Jan 08
Does Stride (NYSE:LRN) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Dec 16
Stride: Industry Winds Are Changing, Uncertainties Abound
Summary Stride is the dominant player in the K-12 online tutoring niche, with a $4.5B market cap and solid financial health. LRN is the only profitable firm in its niche, boasting strong balance sheets, sustainable debt levels, and impressive free cash flow. Despite competition from well-capitalized startups like Nerdy, the Company's market leadership and financial stability position it well amid industry uncertainties. Given its current valuation and potential risks, LRN is fairly priced, warranting a hold recommendation with a target price of $114.34. Read the full article on Seeking Alpha分析記事 • Dec 08
With EPS Growth And More, Stride (NYSE:LRN) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Dec 05
Stride: Is Valuation Now A Risk?
Summary Stride's stock price has risen over 30%, meeting my investment thesis, but future returns no longer align with my investment philosophy. Despite strong financials and market position, the current valuation offers a limited margin of safety and potential returns of around 8% annually. I am downgrading Stride from a 'Buy' to a 'Hold' and selling my position, seeking better opportunities with higher expected returns. Read the full article on Seeking Alpha分析記事 • Nov 07
Stride, Inc.'s (NYSE:LRN) Shares Leap 27% Yet They're Still Not Telling The Full Story
The Stride, Inc. ( NYSE:LRN ) share price has done very well over the last month, posting an excellent gain of 27...Seeking Alpha • Oct 28
Stride: Full Steam Ahead
Summary Stride reported incredibly strong fiscal Q1 results, and with accelerating enrollments and great cost control, the FY2025 outlook stands incredibly good. A recent short report highlighted the potential negative effect of ESSER funding ending, but Stride has responded to the report and claims the report to be inaccurate. The rising enrollment growth prospects and good cost control underline a continued undervaluation of the LRN stock. Read the full article on Seeking Alpha分析記事 • Oct 24
Returns Are Gaining Momentum At Stride (NYSE:LRN)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Oct 08
Stride (NYSE:LRN) Could Easily Take On More Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
新しいナラティブ • Sep 04
Educational Innovations And Calculated Investments Poised To Elevate Revenue And Market Share
Stride's diversification and technological investments hint at efficiencies and new revenue streams, enhancing market penetration.分析記事 • Aug 26
Here's Why We Think Stride (NYSE:LRN) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Aug 25
Stride: Boring Sector, Interesting Expected Returns
Summary Stride is a company in the education sector with consistent +15% EPS growth and outperformance of the S&P 500 since 2018. The company specializes in K-12 education and professional education in IT engineering and healthcare, with 70% recurring revenue through long-term contracts. Stride Inc. has strong financials, outperforming competitors in margins and profitability, with a projected return of at least 15% annually, making it a "Buy" recommendation. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
Stride: Great Cost Management, Continued Enrollment Momentum In Q4
Summary Stride reported strong Q4 results, showing great enrollment and revenue momentum with a seemingly good confidence in FY2025 enrollments as well. SG&A was managed incredibly well in the quarter, of which a part looks to carry onto upcoming quarters as well. The stock remains undervalued with my financial estimates. Read the full article on Seeking Alpha分析記事 • Jul 27
With Stride, Inc. (NYSE:LRN) It Looks Like You'll Get What You Pay For
It's not a stretch to say that Stride, Inc.'s ( NYSE:LRN ) price-to-earnings (or "P/E") ratio of 16.9x right now seems...分析記事 • Jul 11
The Return Trends At Stride (NYSE:LRN) Look Promising
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Seeking Alpha • May 24
Stride: Unlocking Growth Potential Through Scalability And Cash On Hand
Summary Stride, a leading educational service provider, has experienced significant growth, doubling its revenue between FY18 and FY23. The online education industry in the US is projected to grow at a CAGR of 10.52% between FY24 and FY29, providing further growth opportunities for Stride. The company is expected to cross the $2B revenue threshold in FY24, driven by increased enrollment and strong margins. FY28 guidance released by management appears achievable through a strategy based on organic growth and acquisitions. Read the full article on Seeking Alpha分析記事 • May 12
Does Stride (NYSE:LRN) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Apr 03
Do Stride's (NYSE:LRN) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Mar 14
Stride, Inc. (NYSE:LRN) Shares Could Be 45% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Stride fair value estimate is US$112 Stride is estimated to be...分析記事 • Feb 11
Investors Appear Satisfied With Stride, Inc.'s (NYSE:LRN) Prospects
With a median price-to-earnings (or "P/E") ratio of close to 16x in the United States, you could be forgiven for...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 6/30/2028 | 2,752 | 385 | N/A | N/A | 1 |
| 6/30/2027 | 2,621 | 344 | 398 | 475 | 3 |
| 6/30/2026 | 2,509 | 330 | 384 | 458 | 3 |
| 3/31/2026 | 2,536 | 308 | 344 | 415 | N/A |
| 12/31/2025 | 2,519 | 319 | 179 | 248 | N/A |
| 9/30/2025 | 2,475 | 316 | 312 | 379 | N/A |
| 6/30/2025 | 2,405 | 288 | 373 | 433 | N/A |
| 3/31/2025 | 2,286 | 299 | 245 | 307 | N/A |
| 12/31/2024 | 2,193 | 270 | 260 | 322 | N/A |
| 9/30/2024 | 2,111 | 240 | 212 | 272 | N/A |
| 6/30/2024 | 2,040 | 204 | 217 | 279 | N/A |
| 3/31/2024 | 1,989 | 185 | 141 | 204 | N/A |
| 12/31/2023 | 1,939 | 171 | 158 | 220 | N/A |
| 9/30/2023 | 1,892 | 154 | 145 | 211 | N/A |
| 6/30/2023 | 1,837 | 127 | 135 | 203 | N/A |
| 3/31/2023 | 1,809 | 112 | 162 | 232 | N/A |
| 12/31/2022 | 1,761 | 99 | 166 | 240 | N/A |
| 9/30/2022 | 1,712 | 90 | 125 | 195 | N/A |
| 6/30/2022 | 1,687 | 107 | 139 | 207 | N/A |
| 3/31/2022 | 1,629 | 90 | 139 | 204 | N/A |
| 12/31/2021 | 1,599 | 70 | 144 | 202 | N/A |
| 9/30/2021 | 1,566 | 53 | 62 | 117 | N/A |
| 6/30/2021 | 1,537 | 71 | 82 | 134 | N/A |
| 3/31/2021 | 1,408 | 66 | 44 | 89 | N/A |
| 12/31/2020 | 1,273 | 51 | -21 | 22 | N/A |
| 9/30/2020 | 1,155 | 47 | 12 | 53 | N/A |
| 6/30/2020 | 1,041 | 25 | 35 | 80 | N/A |
| 3/31/2020 | 1,028 | 23 | 24 | 71 | N/A |
| 12/31/2019 | 1,024 | 33 | N/A | 95 | N/A |
| 9/30/2019 | 1,022 | 36 | N/A | 104 | N/A |
| 6/30/2019 | 1,016 | 37 | N/A | 142 | N/A |
| 3/31/2019 | 998 | 43 | N/A | 124 | N/A |
| 12/31/2018 | 978 | 38 | N/A | 131 | N/A |
| 9/30/2018 | 940 | 27 | N/A | 115 | N/A |
| 6/30/2018 | 918 | 28 | N/A | 105 | N/A |
| 3/31/2018 | 895 | 12 | N/A | 107 | N/A |
| 12/31/2017 | 884 | 8 | N/A | 78 | N/A |
| 9/30/2017 | 888 | 6 | N/A | 90 | N/A |
| 6/30/2017 | 889 | 0 | N/A | 89 | N/A |
| 3/31/2017 | 894 | 6 | N/A | 98 | N/A |
| 12/31/2016 | 893 | 11 | N/A | 119 | N/A |
| 9/30/2016 | 881 | 8 | N/A | 86 | N/A |
| 6/30/2016 | 873 | 9 | N/A | 122 | N/A |
| 3/31/2016 | 887 | -2 | N/A | 135 | N/A |
| 12/31/2015 | 910 | 1 | N/A | 126 | N/A |
| 9/30/2015 | 933 | 5 | N/A | 124 | N/A |
| 6/30/2015 | 948 | 11 | N/A | 120 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: LRNの予測収益成長率 (年間8.3% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: LRNの収益 ( 8.3% ) US市場 ( 16.7% ) よりも低い成長が予測されています。
高成長収益: LRNの収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: LRNの収益 ( 3.7% ) US市場 ( 11.6% ) よりも低い成長が予測されています。
高い収益成長: LRNの収益 ( 3.7% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: LRNの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/11 07:12 |
| 終値 | 2026/05/08 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Stride, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| John Eade | Argus Research Company |
| Jeffrey Meuler | Baird |
| Alexander Paris | Barrington Research Associates, Inc. |