Stride, Inc. (NYSE:LRN) Earnings Announcement: Will It Surpass Expectations Again? - News and Statistics
Stride, Inc. (NYSE:LRN) is preparing to announce its earnings, with investors watching closely for a repeat of its trend of exceeding revenue expectations. Despite a previous mixed quarter with an EPS miss, the online education company has shown strong enrollment growth and consistent revenue beats. Analysts project significant year-on-year revenue growth for the upcoming quarter, though the company's stock has recently declined amidst a broader sector downturn.
Berger Montague PC Investigates Stride, Inc.'s Board of Directors for Breach of Fiduciary Duty (LRN)
Berger Montague PC has launched an investigation into the Board of Directors of Stride, Inc. (NYSE: LRN) for potential breaches of fiduciary duties. The investigation focuses on whether the Board failed to properly oversee the company's and its executives' public statements concerning Stride's operations and financial performance. Shareholders are encouraged to contact Berger Montague for more information regarding this investigation.
Stride, Inc. (NYSE:LRN) Given Average Rating of "Hold" by Analysts
Seven analysts have issued "Hold" recommendations for Stride, Inc. (NYSE:LRN), with an average 1-year price target of $109.75. The stock's current price is $84.89, with institutional investors holding 98.24% of its shares. Several large investors recently increased their positions in the company.
Stride Stock Gains 20% in a Month: Buy Now or Hold Tight?
Stride, Inc. (LRN) has seen a 20% stock rally in the past month, driven by strong Q2 fiscal 2026 results, record enrollments, and stabilization of its platform. While the company's fundamentals are improving and valuation is below industry averages, the stock holds a Zacks Rank #3 (Hold) due to moderate revenue growth, pressure on General Education revenue per enrollment, and a deliberate focus on stability over aggressive expansion. Investors are advised to hold existing positions and monitor key trends rather than chasing the recent rally.
Public Sector Pension Investment Board Buys 21,275 Shares of Stride, Inc. $LRN
Public Sector Pension Investment Board has increased its stake in Stride, Inc. (NYSE:LRN) by 12.9%, purchasing an additional 21,275 shares to bring its total holding to 185,585 shares valued at approximately $27.64 million. Stride, Inc. currently has a market capitalization of $3.61 billion, and analysts have a consensus "Hold" rating with an average price target of $109.75. The stock's institutional ownership stands high at 98.24%.
Bronstein, Gewirtz & Grossman, LLC Is Investigating Stride, Inc. (LRN) And Encourages Shareholders to Connect
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims against Stride, Inc. (NYSE:LRN) on behalf of investors who purchased Stride securities before October 22, 2024, and still hold them. The investigation aims to determine if Stride and its officers engaged in corporate wrongdoing. Shareholders are encouraged to visit the firm's website or contact them for more information and to assist with the investigation, with no cost to the investors as the firm works on a contingency fee basis.
There's No Escaping Stride, Inc.'s (NYSE:LRN) Muted Earnings Despite A 26% Share Price Rise
Stride, Inc. (NYSE:LRN) has seen a 26% share price increase in the last month, but this rise is insufficient to offset a 37% decline over the past year. Despite strong recent earnings growth of 17% and a three-year EPS increase of 222%, the company's P/E ratio of 11.6x is low compared to the market average due to analyst forecasts predicting weaker future earnings growth of 5.6% annually, against a market expectation of 12%. This subdued outlook contributes to the lower P/E, suggesting limited potential for a significant share price increase in the near term.
Candriam S.C.A. Sells 92,548 Shares of Stride, Inc. $LRN
Candriam S.C.A. significantly reduced its stake in Stride, Inc. (NYSE:LRN) by 55.7% in the third quarter, selling 92,548 shares and leaving them with 73,598 shares valued at approximately $10.96 million. This move is part of broader institutional activity where, despite Candriam's sell-off, other major investors like Norges Bank and Invesco increased their positions, resulting in 98.24% institutional ownership of Stride. Analysts currently have a "Hold" rating on Stride with an average price target of $109.75.
Stride (NYSE:LRN) Shares Down 4.8% - Here's Why
Stride (NYSE:LRN) shares fell 4.8% on Monday, trading as low as $83.49 and closing at $83.61, on significantly reduced trading volume. Analysts are divided on the stock, with a MarketBeat consensus of "Hold" and an average price target of $109.75. The company maintains strong liquidity and high institutional ownership.
Assessing Stride (LRN) Valuation After Robust Q2 Earnings And Fresh 2026 Revenue Guidance
Stride (LRN) recently released strong Q2 earnings and updated revenue guidance for Q3 and fiscal year 2026, leading to a significant short-term surge in its share price. Despite a negative one-year return, long-term returns remain robust. The company is currently considered 20.9% undervalued with a fair value target of $111 per share, driven by expectations of compounding revenue, firmer margins, and the positive impact of investments in AI and data-driven platforms, though risks like enrollment caps and political funding changes exist.
3 Reasons LRN Has Explosive Upside Potential
Stride Inc. (LRN) has experienced a 42% stock price drop in the last six months, presenting a potential buying opportunity. The company shows strong fundamentals with growth in enrollments averaging 14.8% year-on-year, outstanding long-term EPS growth of 46.4% over five years, and a significant increase in Return On Invested Capital (ROIC). These factors suggest expanding competitive advantages and profitable growth opportunities for the education technology firm.
How Investors May Respond To Stride (LRN) Raising Guidance On Career Learning-Driven Profit Outlook
Stride, Inc. recently reported strong Q2 2026 results with increased sales and net income, alongside upbeat revenue guidance, largely driven by its Career Learning segment. This shift towards career-focused education, combined with a higher adjusted operating income outlook, is shaping the company's investment narrative, despite slower growth in K-12 General Education. While these developments ease earnings-quality concerns and suggest potential undervaluation, investors still need to consider ongoing legal scrutiny and differing fair value estimates from analysts.
Bronstein, Gewirtz & Grossman, LLC Encourages Stride, Inc. (LRN) Stockholders to Inquire about Securities Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Stride, Inc. (LRN) securities. Investors who bought Stride shares before October 22, 2024, and still hold them, are encouraged to contact the firm for additional information and to assist with the investigation into potential corporate wrongdoing. The firm specializes in securities fraud class actions and shareholder derivative suits, recovering significant amounts for investors.
Zacks Industry Outlook Highlights Adtalem Global Education, Stride and American Public Education
The Zacks Schools industry faces significant headwinds in 2026, including a shrinking traditional student base, intense competition, and regulatory pressures. Despite these challenges, the medium-term outlook is improving due to strong demand for applied education in healthcare and IT, driven by labor market needs and technological integration. The article highlights American Public Education (APEI), Adtalem Global Education (ATGE), and Stride (LRN) as key beneficiaries positioned for growth.
Zacks Industry Outlook Highlights Adtalem Global Education, Stride and American Public Education
The Zacks Schools industry faces headwinds like a shrinking student base and rising costs but is seeing improved medium-term prospects due to demand for career-oriented education in healthcare, skilled trades, and IT. Companies like Adtalem Global Education (ATGE), Stride (LRN), and American Public Education (APEI) are highlighted for leveraging AI and healthcare demand, despite the industry's overall "Dull Prospects" ranking according to Zacks. The article details growth drivers, financial pressures, operational challenges, and the valuation of these three companies.
WCM Investment Management LLC Has $11.12 Million Stock Position in Stride, Inc. $LRN
WCM Investment Management LLC significantly reduced its stake in Stride, Inc. (LRN) by 36.7% in the third quarter, now holding 74,141 shares valued at $11.12 million. Despite this reduction, institutional ownership in Stride remains high at 98.24%, with other firms like AQR and UBS increasing their positions. The stock currently has an average "Hold" rating from analysts, with a consensus price target of $109.75 against its current trading price of approximately $85.75.
Stride Shifts Toward Career Learning As Guidance And Enrollments Improve
Stride (NYSE:LRN) is increasingly focusing on its Career Learning segment as the primary growth driver, with enrollments and withdrawal rates stabilizing for its K-12 General Education offerings. The company reaffirmed its full-year revenue guidance and raised its operating income outlook, indicating confidence in this strategic shift. This re-prioritization towards career-focused education is expected to influence Stride's market valuation and future expansion plans, while investors are advised to monitor its ability to offset K-12 pressures.
Earnings call transcript: Stride Q2 2026 beats EPS forecast, shares surge
Stride Inc. (NASDAQ:LRN) reported strong Q2 2026 financial results, with EPS of $2.50 beating forecasts by 24.38% and revenue reaching $631.3 million. This positive performance led to a 15.57% surge in stock price post-earnings and continued upward momentum. The company emphasized stability over aggressive growth for the current fiscal year, having successfully addressed prior platform issues and seeing strong demand for alternative education.
Stride Inc. Reports Strong Q4 2025 Earnings, Surpassing Analyst Forecasts - News and Statistics
Stride Inc. reported impressive Q4 2025 financial results, exceeding analyst expectations with revenue of $631.3 million and adjusted EPS of $2.50. The company achieved strong year-on-year growth in revenue and enrollments, alongside an improved operating margin. Stride Inc. reconfirmed its full-year revenue guidance, demonstrating consistent execution and a focus on profitable growth through disciplined product launches and optimized portfolio management.
5 Must-Read Analyst Questions From Stride's Q4 Earnings Call
Stride Inc. reported Q4 results that exceeded analyst expectations, driven by profitable growth, operational efficiency, and a disciplined approach to product launches. The company saw strong performance in both the U.S. generics market and other regulated growth markets. This article highlights key questions posed by analysts during the earnings call, focusing on the sustainability of growth, margin expansion, product pipeline, competitive landscape, and R&D priorities.
Peterson Wealth Services Takes $2 Million Position in Stride, Inc. $LRN
Peterson Wealth Services has acquired a new position in Stride, Inc. (LRN) during the third quarter, purchasing 13,445 shares valued at approximately $2.00 million. Institutional investors collectively own 98.24% of Stride's stock. Analysts currently hold a "Hold" rating for the stock with a consensus price target of $109.75.
Stride, Inc. (LRN): A Bull Case Theory
This article summarizes a bullish thesis on Stride, Inc. (LRN), arguing that its stock is materially mispriced due to an overdone sell-off driven by temporary operational issues rather than a fundamental business deterioration. Despite recent challenges with a new learning management system affecting enrollment, the company showed growth, and its valuation at approximately 4x forward EBIT is considered starkly low compared to its historical multiple of 15x, with a large buyback underway targeting nearly 20% of shares outstanding.
Stride (NYSE:LRN) Downgraded by Wall Street Zen to Hold
Stride (NYSE:LRN) was downgraded by Wall Street Zen from a "buy" to a "hold" rating, leading to a consensus "Hold" rating among analysts with an average price target of $109.75. This comes after the company reported strong quarterly earnings, beating expectations with $1.52 EPS and $620.9 million in revenue. Despite the positive earnings, the stock is trading around $84.64.
Stride (LRN) Margin Improvement Challenges Slowing Earnings Growth Narrative
Stride (LRN) recently reported Q2 2026 results, showing revenue of US$631.3 million and basic EPS of US$2.31, with a slight improvement in net profit margin to 12.7% from 12.3% a year earlier. While annual earnings growth slowed to 18.2% from a five-year pace of 36.1%, the improved margin picture offers a counterpoint to concerns about decelerating growth, particularly as forecasts predict lower-than-market earnings and revenue growth. Despite the slower growth outlook, the company's valuation metrics, including an 11.1x P/E ratio and a significant upside to analyst and DCF price targets, suggest the market might be underpricing the stock.
Stride vs. Strategic Education: Which Education Stock to Bet on Now?
This article compares Stride (LRN) and Strategic Education (STRA), two education stocks benefiting from the shift towards online and career-focused learning. It analyzes their financial performance, growth drivers, valuation, and earnings trends to determine which offers a better investment opportunity, concluding that Stride presents stronger near-term growth and valuation support. The recent formation of the AIM committee by the U.S. Department of Education to reform higher education accreditation is also highlighted as a positive development for the sector.
Stride (LRN) Is Up 15.6% After Strong Q2 Results And Raised FY 2026 Revenue Guidance – Has The Bull Case Changed?
Stride (LRN) reported strong Q2 fiscal 2026 results with revenue of US$631.26 million and net income of US$99.48 million, leading to a 15.6% stock increase. The company also raised its full-year fiscal 2026 revenue guidance to US$2.48–US$2.56 billion, driven by rising enrollments in higher-margin Career Learning programs and improved operating efficiency. This performance reinforces Stride's investment narrative of modest top-line growth with increasing profitability and disciplined capital allocation, addressing prior concerns about stability and execution.
Stride (LRN) Is Up 15.6% After Strong Q2 Results And Raised FY 2026 Revenue Guidance – Has The Bull Case Changed?
Stride (LRN) recently reported strong Q2 fiscal 2026 results, with revenue of US$631.26 million and net income of US$99.48 million, leading to a 15.6% stock price increase. The company also raised its full-year FY2026 revenue guidance to US$2.48–US$2.56 billion, driven by increased enrollments in higher-margin Career Learning programs and improved operating efficiency. This performance reinforces Stride's investment narrative of modest top-line growth coupled with enhanced profitability and disciplined capital allocation, although concerns about capacity and execution remain.
Why Stride Stock Soared Today
Shares of Stride (NYSE: LRN) saw a significant surge after the ed-tech company reported Q2 fiscal 2026 earnings that surpassed Wall Street expectations. The company's revenue increased by 7.5% year over year, driven by a substantial rise in career learning enrollments. Stride also reported an increase in adjusted earnings per share and provided a stable growth forecast for the full fiscal year.
Stride (LRN) Jumps 14% on Earnings Blowout
Stride Inc. (NYSE:LRN) saw its stock jump 14.25% after reporting strong second-quarter fiscal year 2026 earnings. The company's net income increased by 3% to $99.5 million, and revenues grew by 7.5% to $631.3 million, driven by a 7.8% jump in enrollments. Stride Inc. also reaffirmed its full fiscal 2026 revenue outlook of $2.48 billion to $2.55 billion.
Stride, Inc. (NYSE:LRN) Q2 2026 Earnings Call Transcript
Stride, Inc. reported its Q2 2026 earnings, discussing strong financial performance despite missing EPS expectations. The company highlighted significant growth in gross margins, EBITDA, and operational PAT, driven by a focus on profitability over revenue growth and strategic discipline in its US and international markets. Management addressed future growth strategies, debt reduction, and R&D investments, particularly in nasal spray products, emphasizing a long-term sustainable business approach.
Stride Earnings Strengthen Case For Career Learning Growth And Undervalued Shares
Stride (NYSE:LRN) recently announced strong earnings and significant enrollment growth in its career learning programs, leading to improved gross margins. The company is focusing on long-term stability by managing student intake and divesting non-core assets to concentrate on education and career learning. Despite a volatile share price, the stock is considered undervalued by analysts and Simply Wall St's valuation.
Stride (NYSE:LRN) Earns Outperform Rating from Barrington Research
Barrington Research reissued an "Outperform" rating for Stride (NYSE:LRN) with a $125 price target, indicating a 41% potential upside. Despite slightly missing EPS estimates in Q2, the company's revenue beat forecasts, and management maintained FY26 revenue guidance while raising its adjusted operating income outlook. However, the stock faces background risks from ongoing legal probes and past allegations of enrollment-reporting issues.
Stride Inc. Sets Pace with Q2 Profit Surge
Stride Inc. reported a significant surge in Q2 profits, with EPS reaching $2.50 and revenue hitting $631.3M, both exceeding analyst expectations. The company also saw a 7.8% increase in overall enrollments, driven by a 17.6% rise in Career Learning. This strong financial performance and positive market reaction have led to a 22.31% increase in its stock price, reflecting investor confidence in its growth trajectory, especially with AI integration.
Top 2 Consumer Stocks That May Keep You Up At Night In January
This article identifies two consumer discretionary stocks, Gold.com Inc (NYSE: GOLD) and Stride Inc (NYSE: LRN), that appear overbought as of January 28, 2026, according to their Relative Strength Index (RSI). Gold.com's stock gained 53% over the past month with an RSI of 85.9, while Stride Inc's stock gained 9% over the past month with an RSI of 85, following strong Q2 financial results and optimistic guidance. The article suggests investors who value momentum in trading might want to take note of these overbought indicators.
Why Is Stride (LRN) Stock Rocketing Higher Today
Shares of Stride (LRN) jumped 20% after the company reported strong fourth-quarter 2025 results that exceeded Wall Street's expectations for both revenue and adjusted earnings per share. The online education provider also offered positive guidance for the upcoming quarter and demonstrated improved operating margins, signaling enhanced efficiency. Despite being up significantly year-to-date, the stock remains well below its 52-week high, indicating potential for further growth.
Canaccord Genuity reiterates Buy rating on Stride stock amid platform recovery
Canaccord Genuity has reiterated a Buy rating for Stride Inc. (NYSE:LRN) with a $125.00 price target, representing a 73% upside, following the education technology company's fiscal Q2 results. Despite earlier platform implementation challenges, Stride's financial health remains strong, and customer support issues have normalized. The company's Q2 earnings and revenue surpassed analyst expectations, suggesting a successful recovery in investor confidence.
Stride Inc. Shares Soar After Announcing Surprising Q2 Earnings
Stride Inc. (NYSE: LRN) saw its shares jump by close to 20% after announcing strong Q2 earnings, beating analyst expectations for both EPS and revenue. The company reported EPS of $2.50 against an estimated $2.32, and revenue of $631.3M, exceeding the $627.9M forecast, largely driven by a 7.8% year-over-year increase in enrollments, particularly in Career Learning. Stride also provided optimistic revenue projections for Q3 2026 and the full fiscal year 2026, indicating continued growth and strong market positioning.
Stride, Inc. SEC 10-Q Report
Stride, Inc. has released its latest 10-Q report, demonstrating strong financial and operational growth, primarily driven by its General Education and Career Learning segments. The report highlights significant increases in revenue and net income, with a robust financial performance and effective cost management. The company also detailed its operational strategy, revenue recognition methods, and future outlook regarding new accounting standards.
Stride (LRN) Q2 2026 Earnings Call Transcript
Stride, Inc. (LRN) reported strong Q2 2026 results with significant gross margin expansion, increased EBITDA, and record operational PAT and EPS, despite intense competition in some markets. The company emphasized a strategy focused on profitability over top-line growth, continued debt reduction, and strategic investments in R&D and international expansion. Management reaffirmed long-term revenue growth targets for the US and other regulated markets, while navigating challenges in access markets and competitive pressures.
Stride Q2 FY2026 presentation highlights 7.8% enrollment growth, raises AOI outlook
Stride Inc. reported strong Q2 FY2026 results, showing a 7.8% enrollment growth and a 7.5% increase in total revenue, driven by demand for virtual education. The company raised its adjusted operating income outlook for the full fiscal year 2026 and announced ambitious long-term growth targets, supported by a strong balance sheet and a $500 million share repurchase program. Despite the positive report, Stride's stock saw a slight decline in after-hours trading.
Stride's (NYSE:LRN) Q4 CY2025: Beats On Revenue, Stock Jumps 13.5%
Stride Inc. (LRN) reported strong Q4 CY2025 results, exceeding revenue and adjusted EPS expectations, leading to a 13.5% jump in its stock price. The online education company saw its sales grow 7.5% year-on-year, with a positive outlook for the next quarter's revenue guidance. Stride demonstrated robust long-term revenue and EPS growth, coupled with improved operating margins, signaling efficient management and a healthy financial standing despite projected revenue deceleration.
K12 Demand Remains Strong
Stride, Inc. (NYSE: LRN) announced strong financial results for the second quarter and first six months of fiscal year 2026. The company reported significant increases in revenue, income from operations, and adjusted EBITDA, driven by growth in Career Learning enrollments. Stride also provided an optimistic outlook for the full fiscal year 2026 and the third quarter.
Earnings Flash (LRN) Stride, Inc. Reports Q2 Revenue $631.3M, vs. FactSet Est of $627.9M
Stride, Inc. (LRN) reported second-quarter revenue of $631.3 million, surpassing FactSet's estimate of $627.9 million. The company also announced its earnings guidance for the third quarter and full fiscal year 2026, alongside Q2 adjusted EPS of $2.50, exceeding FactSet's estimate of $2.32 per share. This financial update indicates a strong performance for the educational services provider.
Stride, Inc. Reports Strong Q2 FY 2026 Results
Stride, Inc. has announced robust financial results for Q2 FY 2026, with revenue increasing by 7.5% and diluted net income per share by 3.2%. The company saw significant growth in enrollments, especially in Career Learning, and has provided a positive outlook for the full fiscal year 2026 and Q3 FY 2026, projecting continued revenue and operating income growth.
Y Intercept Hong Kong Ltd Purchases Shares of 22,766 Stride, Inc. $LRN
Y Intercept Hong Kong Ltd significantly invested in Stride, Inc. (NYSE: LRN) by purchasing 22,766 shares valued at approximately $3.39 million, representing 0.05% of the company. This comes as Stride exceeded Q3 earnings expectations with EPS of $1.52 and revenue of $620.9 million, showcasing strong financial performance with a 26.3% ROE and 12.8% net margin. Despite the stock opening at $71.20, below its 200-day simple moving average, analysts maintain a "Hold" rating with a consensus price target of $125.75.
Cash Machine Trading Cheap – Stride Stock Set to Run?
Stride (LRN) stock presents a potential investment opportunity due to its strong growth, cash generation, and significant valuation discount. While it has experienced operational hurdles and revenue fluctuations in its Adult Learning segment, the company shows robust enrollment growth in Career Learning and anticipates positive cash flow. Investors should consider its strong fundamentals like a 10.1% cash flow yield and 17.3% revenue growth, while also acknowledging its historical susceptibility to market downturns and the inherent risks of stock investments.
Sizing Up Stride (LRN) After A 40% One Year Share Price Decline
Stride (LRN) has seen a 40% decline in its share price over the past year, trading at US$71.60. Despite the drop, a Discounted Cash Flow (DCF) analysis suggests the stock is significantly undervalued by 79.7%, indicating an intrinsic value of $352.66 per share. The company's current P/E ratio of 9.81x is also well below industry and peer averages, further pointing to undervaluation according to Simply Wall St's proprietary Fair Ratio.
Insights Ahead: Stride's Quarterly Earnings
Stride Inc. (NYSE: LRN) is scheduled to release its quarterly earnings on January 27, 2026, with analysts forecasting an EPS of $2.32. The company's stock has seen a significant 40.22% decline over the last 52 weeks, and its previous earnings beat led to a share price drop. Analysts currently hold a "Neutral" consensus rating for Stride, with an average price target signifying a 50.15% upside, though it ranks in the middle compared to its peers across several financial metrics.
Stride Q1 2026 Earnings: Forecasts Show Slowing Revenue Growth to 6.9% - News and Statistics
Stride (NYSE: LRN) is projected to report Q1 2026 revenue of $627.9 million, an increase of 6.9% year-on-year, which represents a slowdown from the previous year's 16.3% growth. Analysts anticipate adjusted earnings of $2.32 per share. The online education company has historically surpassed revenue estimates, and its shares have seen a 10% increase over the last month, outperforming the media & entertainment sector.
Stride (LRN) Reports Q4: Everything You Need To Know Ahead Of Earnings
Stride (LRN) is set to report its Q4 earnings, with analysts expecting a 6.9% year-on-year revenue growth to $627.9 million and adjusted earnings of $2.32 per share. The company has a history of beating revenue estimates and its shares have seen positive investor sentiment, rising 10% in the last month. Investors are keen to see if Stride can maintain its growth trajectory and meet or exceed these expectations.
