Stride, Inc.

Stride, Inc.

LRNยทNYSE

$99.63

+3.2%
Consumer DefensiveEducation & Training Services

Stride, Inc., a technology-based education service company, provides proprietary and third-party online curriculum, software systems, and educational services to facilitate individualized learning for students primarily in kindergarten through 12th grade (K-12) in the United States and internationally. Its technology-based products and services enable clients to attract, enroll, educate, track progress, and support students. The company offers integrated package of systems, services, products, and professional expertise to support a virtual or blended public school; 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. It also provides career learning products and services that are focused on developing skills to enter in industries, including information technology, health care, and business; and focused post-secondary career learning programs, which include skills training for software engineering, healthcare, and medical fields to adult learners under Galvanize, Tech Elevator, and MedCerts brand names, as well as provides staffing and talent development services to employers. Stride, Inc. serves public and private schools, school districts, charter boards, consumers, employers, and government agencies. The company was formerly known as K12 Inc. and changed its name to Stride, Inc. in December 2020. Stride, Inc. was founded in 2000 and is headquartered in Reston, Virginia.

At a Glance

Live Snapshot
Market Cap$4.24B
EPS6.6900
P/E Ratio14.89
Earnings Date08/04/2026
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Stride, Inc. Street Expectations Map

LRN ยท NYSE

Wall Street analysts project that LRN stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 109.50, with estimates ranging from a low of 94.00 to a high of 125.00.

Lowest Target
94.00
-5.65%
Consensus Target
109.50
9.91%
Highest Target
125.00
25.46%

The consensus 1-year price target stands at 109.50, with estimates ranging from a low of 94.00 to a high of 125.00.

Analyst Consensus Analysis

Upside Potential

+9.9%

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

Analyst Agreement

28.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

4.51x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

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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Stride, Inc. Forward Estimates of Revenue

LRN ยท NYSE
Latest Revenue
2.41B
FY 2025
Avg Estimate
2.51B
FY 2026
Estimate Range
2.49B - 2.53B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.4%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

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

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Stride, Inc. Forward Estimates of Net Income

LRN ยท NYSE
Latest Net Income
287.94M
FY 2025
Avg Estimate
355.45M
FY 2026
Estimate Range
333.00M - 356.15M
Analyst Spread

Forward Growth Analysis

Projected Growth+23.4%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

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

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

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

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Stride, Inc. Forward Estimates of EPS

LRN ยท NYSE
Latest EPS
6.69
FY 2025
Avg Estimate
$7.18
FY 2026
Estimate Range
$6.88 - $7.36
Analyst Spread

Forward Growth Analysis

Projected Growth+7.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

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

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Stride, Inc. Forward Estimates of EBIT

LRN ยท NYSE
Latest EBIT
393.72M
FY 2025
Avg Estimate
283.11M
FY 2026
Estimate Range
280.86M - 285.35M
Analyst Spread

Forward Growth Analysis

Projected Growth-28.1%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

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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Stride, Inc. Forward Estimates of EBITDA

LRN ยท NYSE
Latest EBITDA
508.39M
FY 2025
Avg Estimate
422.85M
FY 2026
Estimate Range
419.50M - 426.21M
Analyst Spread

Forward Growth Analysis

Projected Growth-16.8%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

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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Stride, Inc. Forward Estimates of SG&A Expense

LRN ยท NYSE
Latest SG&A Expense
524.35M
FY 2025
Avg Estimate
629.43M
FY 2026
Estimate Range
624.44M - 634.43M
Analyst Spread

Forward Growth Analysis

Projected Growth+20.0%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

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

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

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

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Stride, Inc. Insider Positioning

LRN ยท NYSE

During the last 12 months, insiders have sold $2.27M worth of LRN shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

14.0K

2.27M

Net Activity

-2.3M

-$2.27M

Top Buyers

No buying activity

Top Sellers

1
RJJ

Rhyu James Jeaho

Director, Officer: Chief Executive Officer

14.0K sharesโ€ข1 transactions

$2.27M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.27M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

1 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.