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LRN · NYSE · Education & Training Services

Stride

Provides online K–12 schooling and career-learning programs through an integrated education platform.

$87.00

After-hours close+0.21 (+0.24%)

At close$86.79(+1.75%)

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Profile

Stride, Inc.LRNConsumer Discretionary

Delivers online General Education and Career Learning through curriculum, technology, instruction, and student support sold mainly to schools, districts, and charter boards. Most revenue comes from school-as-a-service contracts tied to public funding, and the business reports as a single operating segment.

Provides online education across the United States through an integrated platform spanning curriculum, learning systems, instruction, enrollment, progress tracking, and student support. General Education covers core K–12 subjects, while Career Learning pairs middle- and high-school coursework with pathways in information technology, healthcare, and business; adult programs provide online job training for employers, government agencies, and consumers.

Generates most revenue through comprehensive school-as-a-service contracts with public and private schools, districts, and charter boards, using centralized technology and support operations to support virtual or blended programs at scale. The business reports as a single operating segment. School-based revenue depends largely on public funding, enrollment, contract renewals, state education regulation, academic accountability, and reliable online learning systems.

Company facts

CEORobert E. Knowling, Jr.

ListedDec 13, 2007

ExchangeNYSE

HeadquartersReston, VA

CountryUnited States

Employees9,200

CIK0001157408

ISINUS86333M1080

Key statistics

Market cap$3.69B

EPS (ttm)$7.14

P/E (ttm)12.16

ROE21.3%

P/B2.27

P/S1.47

Dividend yield—

Beta0.02vs XLY 0.74

Year to date +34.3% · Average volume (30d) 965.1K

Analysts

Price target, next 12 months$94.00+8.2%Median of 17 analysts · vs the Aug 28 close

ConsensusHold5 of 17 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $86.84

High$185.00+113.0%

Median$94.00+8.2%

Low$45.00−48.2%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Jul 30, 2026	William Blair	Downgrade	Outperform	Market Perform
Jan 28, 2026	BMO Capital	Target			$108	$94
Jan 28, 2026	Canaccord Genuity	Reiterate		Buy	$100	$125
Oct 29, 2025	BMO Capital	Downgrade	Outperform	Market Perform	$88	$108
Aug 29, 2025	Barrington	Target			$170	$185

Earnings

EPS

Estimate$1.30

ReportedDue Oct 27, 2026

Revenue

Estimate$612.3M

ReportedDue Oct 27, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 4, 2026Q4 FY26	$1.64	$1.75	+6.7%	$626.5M	$636.1M	+1.5%	+2.65%
Apr 28, 2026Q3 FY26	$1.93	$2.30	+19.2%	$629.7M	$629.9M	0.0%	+2.79%
Jan 27, 2026Q2 FY26	$2.01	$2.12	+5.5%	$627.9M	$631.3M	+0.5%	+14.25%
Oct 28, 2025Q1 FY26	$1.07	$1.52	+42.1%	$613.3M	$620.9M	+1.2%	−54.37%

View details

Financial highlights

	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26	Q4 FY26
Revenue	$613.4M	$653.6M	$620.9M	$631.3M	$629.9M	$636.1M
Gross profit	$249.3M	$238.9M	$242.1M	$259.6M	$231.6M	$217.3M
Operating income	$130.8M	$56.9M	$69.0M	$146.9M	$129.1M	$105.9M
Net income	$99.3M	$51.3M	$68.8M	$99.5M	$88.5M	$81.4M
Diluted EPS	$2.02	$1.03	$1.40	$2.12	$1.93	$1.69
Gross margin	40.6%	36.6%	39.0%	41.1%	36.8%	34.2%
Operating margin	21.3%	8.7%	11.1%	23.3%	20.5%	16.6%

Fiscal years (4-quarter sums)FY22 $1.69B · FY23 $1.84B · FY24 $2.04B · FY25 $2.41B · FY26 $2.52B

Revenue by product · Q4 FY26

General Education$355.8M · 39%

Career Learning$280.3M · 31%

Middle - High School$267.1M · 29%

Adult$13.1M · 1%

Balance sheet, Jun 30, 2026Cash & short-term investments $958.0M · Total debt $546.0M · Total assets $2.44B · Shareholders' equity $1.63B

Dividends

No dividends on record.

Ownership

Institutions 121.06%Insiders 3.33%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 42.52M · Float 41.32M · 97.2% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
BlackRock, Inc.	6.44M	15.14%	13F	Aug 7, 2026
Vanguard Portfolio Management LLC	2.37M	5.58%	13F	Aug 13, 2026
Jupiter Topco LLC	2.32M	5.45%	13F	Aug 14, 2026
Janus Henderson Group PLC	2.28M	5.40%	13G	May 15, 2026
Dimensional Fund Advisors LP	1.92M	4.50%	13F	Aug 11, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.