Stride, Inc.

NYSE:LRN Stok Raporu

Piyasa değeri: US$3.4b

Stride Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Stride kazanç ve gelirin sırasıyla yıllık 4.8% ve 3.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 0.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 17.1% olacağı tahmin edilmektedir.

Anahtar bilgiler

4.8%

Kazanç büyüme oranı

0.11%

EPS büyüme oranı

Consumer Services kazanç büyümesi11.6%
Gelir büyüme oranı3.2%
Gelecekteki özkaynak getirisi17.10%
Analist kapsamı

Low

Son güncelleme05 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha Aug 13

Stride: New CEO Brings Uncertainty

Summary Stride remains a 'Hold' as operational vulnerabilities and valuation concerns persist despite market leadership in online education. Full-year results met expectations, with revenue up 4.7% YoY, driven by 14% Career Learning enrollment growth, but offset by declines in other segments. CEO transition introduces uncertainty; share repurchase program extension signals a focus on shareholder returns, with $311 million remaining. Lowered revenue growth (10% vs. 15%) and margin assumptions yield a fair value of $86 per share, just above current levels. Read the full article on Seeking Alpha
Anlatı Güncellemesi 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.
Anlatı Güncellemesi Jul 02

LRN: Texas Contract Loss Will Create Opportunity For Future Enrollment Recovery

Analysts have raised their fair value estimate for Stride from $75.00 to $102.00, citing updated assumptions for revenue growth and future P/E. They also note contract losses in Texas, which some observers believe are already more than reflected in the recent share price reaction.
Analiz Makalesi Jun 18

Stride (LRN) Stock Could Be 62.4% Overvalued After Texas Contract Loss

Stride (LRN) is back in focus after the Texas Roscoe School District chose not to renew its Lone Star Online Academy contract, a decision affecting projected 2025 enrollment and amplifying existing platform concerns. See our latest analysis for Stride. The recent Texas contract loss comes on top of a sharp 16.8% 7 day share price decline and a softer 30 day share price return of 8.2% down, even as Stride shares remain up 28.2% year to date and the 3 year total shareholder return sits at...
Anlatı Güncellemesi Jun 18

LRN: Contract Loss And 2026 Spend Will Test Enrollment Resilience

Analysts have held their average price target on Stride steady at $113.50, citing the loss of a major Texas district contract and the expected enrollment headwind, but also pointing to past instances where the company managed similar disruptions relatively well. Analyst Commentary Recent research on Stride reflects a split view, with some analysts focusing on the immediate contract and enrollment risks while others see the share price reaction as more severe than the underlying fundamentals warrant.
Anlatı Güncellemesi Jun 03

LRN: Increased 2026 Marketing Spend Will Support Higher Future Earnings Multiple

Analysts have kept their price target for Stride steady at $113.50. This reflects largely unchanged assumptions around fair value, revenue growth, profit margins, and future P/E, with only minor tweaks to the discount rate input.
Anlatı Güncellemesi May 19

LRN: Revised 2026 Guidance And Spending Will Support Higher Future Earnings Multiple

Analysts have lifted their price target on Stride from $112.00 to $113.50, reflecting updated assumptions around slightly higher revenue growth, a modestly lower profit margin, and a small adjustment to the P/E multiple and discount rate. What's in the News Stride issued earnings guidance for the fourth quarter of 2026, indicating profitability is expected to be lower than in the third quarter as the company increases marketing and other spending ahead of the upcoming school year (company guidance).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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 Alpha
Seeking 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
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Yeni Anlatı 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.
Analiz Makalesi 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 Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:LRN - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
6/30/20282,6843723964783
6/30/20272,5693453764573
6/30/20262,518338355434N/A
3/31/20262,536308344415N/A
12/31/20252,519319179248N/A
9/30/20252,475316312379N/A
6/30/20252,405288373433N/A
3/31/20252,286299245307N/A
12/31/20242,193270260322N/A
9/30/20242,111240212272N/A
6/30/20242,040204217279N/A
3/31/20241,989185141204N/A
12/31/20231,939171158220N/A
9/30/20231,892154145211N/A
6/30/20231,837127135203N/A
3/31/20231,809112162232N/A
12/31/20221,76199166240N/A
9/30/20221,71290125195N/A
6/30/20221,687107139207N/A
3/31/20221,62990139204N/A
12/31/20211,59970144202N/A
9/30/20211,5665362117N/A
6/30/20211,5377182134N/A
3/31/20211,408664489N/A
12/31/20201,27351-2122N/A
9/30/20201,155471253N/A
6/30/20201,041253580N/A
3/31/20201,02823N/A71N/A
12/31/20191,02433N/A95N/A
9/30/20191,02236N/A104N/A
6/30/20191,01637N/A142N/A
3/31/201999843N/A124N/A
12/31/201897838N/A131N/A
9/30/201894027N/A115N/A
6/30/201891828N/A105N/A
3/31/201889512N/A107N/A
12/31/20178848N/A78N/A
9/30/20178886N/A90N/A
6/30/20178890N/A89N/A
3/31/20178946N/A98N/A
12/31/201689311N/A119N/A
9/30/20168818N/A86N/A
6/30/20168739N/A122N/A
3/31/2016887-2N/A135N/A
12/31/20159101N/A126N/A
9/30/20159335N/A124N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: LRN 'nin tahmini kazanç büyümesi (yıllık 4.8% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: LRN şirketinin kazançlarının (yıllık 4.8% ) US pazarından (yıllık 17.1% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: LRN şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: LRN şirketinin gelirinin (yıllık 3.2% ) US pazarından (yıllık 13% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: LRN şirketinin gelirinin (yıllık 3.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: LRN 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 17.1 %).


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/16 18:03
Gün Sonu Hisse Fiyatı2026/08/14 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2026/06/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Stride, Inc. 15 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John EadeArgus Research Company
Jeffrey MeulerBaird
Alexander ParisBarrington Research Associates, Inc.