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Strategic Education, Inc.NasdaqGS:STRA Aktierapport

Marknadsvärde US$1.8b
Aktiekurs
US$80.18
US$87
7.8% undervärderad intrinsisk rabatt
1Y-10.3%
7D0.9%
Portföljens värde
Utsikt

Strategic Education, Inc.

NasdaqGS:STRA Aktierapport

Börsvärde: US$1.8b

Strategic Education (STRA) Aktievy

Strategic Education, Inc. tillhandahåller utbildningstjänster genom campusbaserad och onlinebaserad eftergymnasial utbildning samt program för att utveckla arbetsförberedande färdigheter. Mer information

STRA fundamental analys
Snöflinga Score
Värdering5/6
Framtida tillväxt2/6
Tidigare resultat3/6
Finansiell hälsa6/6
Utdelningar3/6

STRA Community Fair Values

Create Narrative

See what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.

Strategic Education, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Strategic Education
Historiska aktiekurser
Aktuell aktiekursUS$79.09
52 veckors högstaUS$93.45
52 veckors lägstaUS$69.70
Beta0.53
1 månads förändring-5.37%
3 månaders förändring-2.79%
1 års förändring-10.33%
3 års förändring-1.29%
5 års förändring1.31%
Förändring sedan börsintroduktionen1,003.58%

Senaste nyheter och uppdateringar

Analysuppdatering 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
Analysuppdatering 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.

Recent updates

Analysuppdatering 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
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny analys 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Aktieägarnas avkastning

STRAUS Consumer ServicesUS Marknad
7D0.9%-1.6%2.1%
1Y-10.3%-21.2%30.6%

Avkastning vs industri: STRA översteg US Consumer Services branschen som gav -21.2 % under det senaste året.

Avkastning vs Marknaden: STRA presterade sämre än US marknaden som gav 30.6 % under det senaste året.

Prisvolatilitet

Is STRA's price volatile compared to industry and market?
STRA volatility
STRA Average Weekly Movement5.9%
Consumer Services Industry Average Movement7.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stabil aktiekurs: STRA har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: STRA s veckovolatilitet ( 6% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
18924,909Karl McDonnellwww.strategiceducation.com

Strategic Education, Inc. tillhandahåller utbildningstjänster genom campusbaserad och onlinebaserad eftergymnasial utbildning samt program för att utveckla arbetsförberedande färdigheter. Bolaget bedriver verksamhet genom tre segment: U.S. Higher Education, Australia/New Zealand och Education Technology Services.

Strategic Education, Inc. Sammanfattning av grunderna

Hur förhåller sig Strategic Education:s resultat och omsättning till dess börsvärde?
STRA grundläggande statistik
BörsvärdeUS$1.76b
Vinst(TTM)US$129.68m
Intäkter(TTM)US$1.27b
13.6x
P/E-förhållande
1.4x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
STRA resultaträkning (TTM)
IntäkterUS$1.27b
Kostnad för intäkterUS$643.60m
BruttovinstUS$626.96m
Övriga kostnaderUS$497.28m
IntäkterUS$129.68m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)5.80
Bruttomarginal49.35%
Nettovinstmarginal10.21%
Skuld/egenkapitalförhållande0%

Hur har STRA utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

3.0%
Aktuell utdelningsavkastning
41%
Utbetalningskvot

Ger STRA en tillförlitlig utdelning?

Se STRA utdelningshistorik och jämförelsetal
När behöver man köpa STRA för att få en kommande utdelning?
Strategic Education datum för utdelning
Ex utdelningsdagMay 22 2026
Utbetalningsdag för utdelningJun 01 2026
Dagar till Ex-utdelning11 days
Dagar till utdelningsdag21 days

Ger STRA en tillförlitlig utdelning?

Se STRA utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 12:53
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Strategic Education, Inc. bevakas av 21 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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