Strategic Education, Inc.

Strategic Education, Inc.

STRAยทNASDAQ

$79.05

-0.43%
Consumer DefensiveEducation & Training Services

Strategic Education, Inc., through its subsidiaries, provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. It operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. The company operates Strayer University that offers undergraduate and graduate degree programs in business administration, accounting, information technology, education, health services administration, public administration, and criminal justice at physical campuses located in the eastern United States, as well as through online; non-degree web and mobile application development courses through Hackbright Academy and Devmountain; and an executive MBA online through its Jack Welch Management Institute. It also operates Capella University, an online post-secondary education institution that provides various bachelor's, master's, and doctoral degree programs to working adults in arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. The company operates Torrens University, which offers undergraduate, graduate, higher degree by research, and specialized degree courses primarily in business, design and creative technology, health, hospitality, and education fields through online and on physical campuses located in Australia; Think Education, a vocational training organization; and Media Design School, which provides industry-endorsed courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media artificial intelligence, and creative advertising in New Zealand. It also offers Workforce Edge, a platform to employers that provides education benefits administration solutions; and Sophia Learning, which enables lower cost education benefits programs. The company was founded in 1892 and is headquartered in Herndon, Virginia.

At a Glance

Live Snapshot
Market Cap$1.80B
EPS5.5800
P/E Ratio14.17
Earnings Date07/29/2026
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Strategic Education, Inc. Street Expectations Map

STRA ยท NASDAQ

Wall Street analysts project that STRA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 87.00, with estimates ranging from a low of 80.00 to a high of 95.00.

Lowest Target
80.00
1.20%
Consensus Target
87.00
10.06%
Highest Target
95.00
20.18%

The consensus 1-year price target stands at 87.00, with estimates ranging from a low of 80.00 to a high of 95.00.

Analyst Consensus Analysis

Upside Potential

+10.1%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

17.2% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Strategic Education, Inc. Forward Estimates of Revenue

STRA ยท NASDAQ
Latest Revenue
1.27B
FY 2025
Avg Estimate
1.32B
FY 2026
Estimate Range
1.31B - 1.32B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Strategic Education, Inc. Forward Estimates of Net Income

STRA ยท NASDAQ
Latest Net Income
126.61M
FY 2025
Avg Estimate
155.14M
FY 2026
Estimate Range
154.42M - 155.86M
Analyst Spread

Forward Growth Analysis

Projected Growth+22.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Strategic Education, Inc. Forward Estimates of EPS

STRA ยท NASDAQ
Latest EPS
5.58
FY 2025
Avg Estimate
$6.43
FY 2026
Estimate Range
$6.40 - $6.46
Analyst Spread

Forward Growth Analysis

Projected Growth+15.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Strategic Education, Inc. Forward Estimates of EBIT

STRA ยท NASDAQ
Latest EBIT
177.39M
FY 2025
Avg Estimate
138.84M
FY 2026
Estimate Range
138.49M - 139.04M
Analyst Spread

Forward Growth Analysis

Projected Growth-21.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Strategic Education, Inc. Forward Estimates of EBITDA

STRA ยท NASDAQ
Latest EBITDA
225.80M
FY 2025
Avg Estimate
229.28M
FY 2026
Estimate Range
228.69M - 229.61M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Strategic Education, Inc. Forward Estimates of SG&A Expense

STRA ยท NASDAQ
Latest SG&A Expense
310.79M
FY 2025
Avg Estimate
431.46M
FY 2026
Estimate Range
430.36M - 432.08M
Analyst Spread

Forward Growth Analysis

Projected Growth+38.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Strategic Education, Inc. Insider Positioning

STRA ยท NASDAQ

During the last 12 months, insiders have purchased $261K and sold $2.49M worth of STRA shares, resulting in $2.23M of net selling activity.

3 Months

Bought

1.4K

106.38K

Sold

6.3K

503.58K

Net Activity

-397K

-$397K

3-6 Months

Bought

0

0.00

Sold

25.1K

1.93M

Net Activity

-1.9M

-$1.93M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

1.9K

154.85K

Sold

700

57.18K

Net Activity

+98K

+$98K

Top Buyers

1
JDW

Jackson Daniel Wayne

Officer: Chief Financial Officer

1.9K sharesโ€ข1 transactions

$155K

2
SRS

Silberman Robert S

Director, Officer: Chairman

718 sharesโ€ข1 transactions

$58K

3
TM

Thawley Michael

Director

665 sharesโ€ข1 transactions

$48K

Top Sellers

1
MRK

Mcdonnell Raymond Karl

Director, Officer: Chief Executive Officer

18.1K sharesโ€ข1 transactions

$1.36M

2
JDW

Jackson Daniel Wayne

Officer: Chief Financial Officer

5.7K sharesโ€ข1 transactions

$464K

3
HLB

Herraiz Lizette Benedi

Officer: General Counsel

5.7K sharesโ€ข2 transactions

$452K

4
GRR

Grusky Robert R

Director

1.4K sharesโ€ข1 transactions

$112K

5
WGTI

Waite G Thomas Iii

Director

1.4K sharesโ€ข2 transactions

$109K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.23M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.10:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$397K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Moderate Selling

5 insider sellers vs. 3 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.