Stride (LRN) Stock Overview
Provides proprietary and third-party online curriculum, software systems, and educational services in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 2/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for LRN from our risk checks.
LRN Community Fair Values
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Analyst Price Targets
Top Community Narratives
YI
Community Contributor
Stride Stock: Online Education Finds Its Second Act
Stride Inc. (NYSE: LRN) is no longer just a pandemic-era beneficiary of remote schooling.
View narrativeUS$51
FV
83.8% overvalued intrinsic discount3.78%
Revenue growth p.a.
126
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0users have commented on this narrative
1users have followed this narrative
Stride, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$93.76 |
| 52 Week High | US$171.17 |
| 52 Week Low | US$60.61 |
| Beta | 0.13 |
| 1 Month Change | 4.60% |
| 3 Month Change | 8.46% |
| 1 Year Change | -40.72% |
| 3 Year Change | 127.19% |
| 5 Year Change | 246.11% |
| Change since IPO | 281.91% |
Recent News & Updates
Stride: Cheap EBITDA Multiples Amid Stabilized Enrollment
Apr 29
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.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.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.Recent updates
Stride: Cheap EBITDA Multiples Amid Stabilized Enrollment
Apr 29LRN: 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.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.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.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.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.There's No Escaping Stride, Inc.'s (NYSE:LRN) Muted Earnings Despite A 26% Share Price Rise
Feb 11
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.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.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.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.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.It's Unlikely That Stride, Inc.'s (NYSE:LRN) CEO Will See A Huge Pay Rise This Year
Nov 27LRN: 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.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.Solid Earnings Reflect Stride's (NYSE:LRN) Strength As A Business
Nov 05Little Excitement Around Stride, Inc.'s (NYSE:LRN) Earnings As Shares Take 50% Pounding
Nov 04Digital 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.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.Why Investors Shouldn't Be Surprised By Stride, Inc.'s (NYSE:LRN) 29% Share Price Surge
Aug 22We Like These Underlying Return On Capital Trends At Stride (NYSE:LRN)
Jul 14Does Stride (NYSE:LRN) Deserve A Spot On Your Watchlist?
Jun 30Stride, Inc. (NYSE:LRN) Shares Could Be 34% Below Their Intrinsic Value Estimate
Jun 01Optimistic Investors Push Stride, Inc. (NYSE:LRN) Shares Up 28% But Growth Is Lacking
May 04Is Stride (NYSE:LRN) Using Too Much Debt?
Apr 29Stride: A Unique Business Offering Tariff-Resilient Growth
Apr 12Stride (NYSE:LRN) Is Doing The Right Things To Multiply Its Share Price
Apr 03Here's Why Stride (NYSE:LRN) Has Caught The Eye Of Investors
Mar 20Stride: School From Home, A Secular Trend
Mar 07Stride: Buy In At A Better Price Point
Feb 20Stride, Inc. (NYSE:LRN) Shares Could Be 45% Below Their Intrinsic Value Estimate
Feb 19There's Reason For Concern Over Stride, Inc.'s (NYSE:LRN) Massive 30% Price Jump
Feb 06Stride: Welcome To The GARP Club
Jan 18Does Stride (NYSE:LRN) Have A Healthy Balance Sheet?
Jan 08Stride: Industry Winds Are Changing, Uncertainties Abound
Dec 16With EPS Growth And More, Stride (NYSE:LRN) Makes An Interesting Case
Dec 08Stride: Is Valuation Now A Risk?
Dec 05Stride, Inc.'s (NYSE:LRN) Shares Leap 27% Yet They're Still Not Telling The Full Story
Nov 07Stride: Full Steam Ahead
Oct 28Returns Are Gaining Momentum At Stride (NYSE:LRN)
Oct 24Stride (NYSE:LRN) Could Easily Take On More Debt
Oct 08
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.Here's Why We Think Stride (NYSE:LRN) Is Well Worth Watching
Aug 26Stride: Boring Sector, Interesting Expected Returns
Aug 25Stride: Great Cost Management, Continued Enrollment Momentum In Q4
Aug 08With Stride, Inc. (NYSE:LRN) It Looks Like You'll Get What You Pay For
Jul 27The Return Trends At Stride (NYSE:LRN) Look Promising
Jul 11Stride: Unlocking Growth Potential Through Scalability And Cash On Hand
May 24Does Stride (NYSE:LRN) Have A Healthy Balance Sheet?
May 12Do Stride's (NYSE:LRN) Earnings Warrant Your Attention?
Apr 03Stride, Inc. (NYSE:LRN) Shares Could Be 45% Below Their Intrinsic Value Estimate
Mar 14Investors Appear Satisfied With Stride, Inc.'s (NYSE:LRN) Prospects
Feb 11Shareholder Returns
| LRN | US Consumer Services | US Market | |
|---|---|---|---|
| 7D | 1.3% | -0.8% | 0.6% |
| 1Y | -40.7% | -19.2% | 28.4% |
Return vs Industry: LRN underperformed the US Consumer Services industry which returned -19.2% over the past year.
Return vs Market: LRN underperformed the US Market which returned 28.4% over the past year.
Price Volatility
| LRN volatility | |
|---|---|
| LRN Average Weekly Movement | 4.5% |
| Consumer Services Industry Average Movement | 7.8% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: LRN has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: LRN's weekly volatility has decreased from 10% to 4% over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1999 | 8,600 | James Rhyu | 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.
Stride, Inc. Fundamentals Summary
| LRN fundamental statistics | |
|---|---|
| Market cap | US$3.87b |
| Earnings (TTM) | US$308.12m |
| Revenue (TTM) | US$2.54b |
12.7x
P/E Ratio1.5x
P/S RatioIs LRN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LRN income statement (TTM) | |
|---|---|
| Revenue | US$2.54b |
| Cost of Revenue | US$1.56b |
| Gross Profit | US$973.04m |
| Other Expenses | US$664.91m |
| Earnings | US$308.12m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 7.35 |
| Gross Margin | 38.37% |
| Net Profit Margin | 12.15% |
| Debt/Equity Ratio | 25.4% |
How did LRN perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/05 21:30 |
| End of Day Share Price | 2026/05/05 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Stride, Inc. is covered by 16 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| John Eade | Argus Research Company |
| Jeffrey Meuler | Baird |
| Alexander Paris | Barrington Research Associates, Inc. |