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LRN logo

Stride, Inc. Stock Price

NYSE:LRN Community·US$3.4b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 98 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

LRN Share Price Performance

US$82.00
-76.36 (-48.22%)
​
US$113.50
Fair Value
US$82.00
-76.36 (-48.22%)
27.8% undervalued intrinsic discount
US$113.50
Fair Value
Price US$82.00
AnalystConsensusTarget US$113.50
yiannisz US$51.00
AnalystLowTarget US$93.00
Thu, 18 Jun 26
Fair ValueUS$113.50
Share Pricen/a

LRN Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$113.5 27.8% undervalued intrinsic discount

Digital Education Will Drive Opportunities Despite Recent Lawsuit and Operational Challenges

1users have liked this narrative
0users have commented on this narrative
40users have followed this narrative
YI
yiannisz's
Fair Value
·
Fair Value US$51 60.8% overvalued intrinsic discount

Stride Stock: Online Education Finds Its Second Act

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$93 11.8% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
LRN logo
Stride
60.8% overvalued intrinsic discount

Stride Stock: Online Education Finds Its Second Act

View narrative
YI
yiannisz
Updated 30 Jan
Read Narrative
LRN logo
Stride
11.8% undervalued intrinsic discount

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

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 1 Aug
Read Narrative
LRN logo
Stride
27.8% undervalued intrinsic discount

Digital Education Will Drive Opportunities Despite Recent Lawsuit and Operational Challenges

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 18 Jun
Read Narrative
LRN logo
Stride
34.4% undervalued intrinsic discount

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

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AN
AnalystHighTarget
AnalystHighTarget
Published 7 Jan
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Trending Discussion

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Recently Updated Narratives

YI
LRN logo

Stride Stock: Online Education Finds Its Second Act

Fair Value: US$51 60.8% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
LRN logo

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

Fair Value: US$93 11.8% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
LRN logo

LRN: Contract Loss And 2026 Spend Will Test Enrollment Resilience

Fair Value: US$113.5 27.8% undervalued intrinsic discount
40 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

0 Risks
4 Rewards
View Full Analysis

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 24

Stride: Shaky Enrollment Drives A Cheaper Stock (Downgrade)

Summary Stride faces mounting uncertainty as enrollment and revenue declines worsen, prompting a reset to a 'Neutral' rating. LRN’s durable, scalable business model and 25% adjusted EBITDA margin offer structural profitability, but demographic headwinds threaten long-term growth. Heavy reliance on state funding introduces significant risk, with revenue per enrollee dependent on third-party budget decisions. In the current environment, I see better value opportunities elsewhere in software and recommend trimming LRN positions. Read the full article on Seeking Alpha
User avatar
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

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