Stride, Inc. (NYSE:LRN) Receives Consensus Rating of “Hold” from Brokerages

Stride, Inc. (NYSE:LRN) has been assigned a consensus recommendation of “Hold” from the seven brokerages that are covering the stock, MarketBeat reports. Four research analysts have rated the stock with a hold recommendation and three have given a buy recommendation to the company. The average twelve-month target price among analysts that have updated their coverage on the stock in the last year is $125.75.

A number of research firms have recently commented on LRN. Wall Street Zen upgraded shares of Stride from a “hold” rating to a “buy” rating in a report on Monday, January 5th. Canaccord Genuity Group increased their target price on Stride from $165.00 to $175.00 and gave the company a “buy” rating in a research note on Friday, October 24th. BMO Capital Markets set a $108.00 price target on Stride and gave the stock a “market perform” rating in a research note on Wednesday, October 29th. Zacks Research cut Stride from a “strong-buy” rating to a “hold” rating in a research report on Thursday, October 30th. Finally, Morgan Stanley dropped their price target on shares of Stride from $130.00 to $95.00 and set an “equal weight” rating on the stock in a report on Wednesday, December 17th.

Key Stories Impacting Stride

Here are the key news stories impacting Stride this week:

• Positive Sentiment: Q2 results beat expectations — Stride reported $2.50 EPS vs. a $2.33 consensus and revenue up ~7.5% year-over-year, signaling continued enrollment/revenue strength. MarketBeat Earnings Report
• Positive Sentiment: Forward revenue guidance largely in line with Street — FY2026 revenue guided to about $2.5B–$2.6B and Q3 revenue to $615M–$645M (consensus Q3 ~$622.7M). The guidance range that brackets consensus reduces near-term surprise risk and supports the rally.
• Positive Sentiment: Company commentary emphasizes strong demand for K12 offerings, reinforcing the beat and guidance narrative. K12 Demand Remains Strong
• Neutral Sentiment: Management’s earnings call transcript and slide deck are available for detail on drivers (enrollment, retention, margins). These materials will guide analyst modeling but don’t change the headline beat. Earnings Call Transcript
• Neutral Sentiment: Analyst write-ups and metric deep-dives (Zacks) are circulating, helping the market parse unit economics and compare results to estimates. Zacks Key Metrics
• Negative Sentiment: Management omitted explicit EPS guidance in its updates (EPS fields left blank), which increases short-term earnings-modeling uncertainty and may limit multiple expansion until clarity returns.
• Negative Sentiment: Prior-day coverage highlights ongoing legal probes and allegations around enrollment reporting — a tail risk that could weigh on sentiment if investigations advance. Assessing Stride Valuation After Legal Probes

Stride Price Performance

LRN opened at $72.45 on Friday. The firm has a market cap of $3.18 billion, a PE ratio of 11.18, a P/E/G ratio of 0.43 and a beta of 0.06. The stock has a 50-day moving average price of $66.28 and a 200-day moving average price of $110.64. Stride has a 1 year low of $60.61 and a 1 year high of $171.17. The company has a debt-to-equity ratio of 0.32, a current ratio of 6.78 and a quick ratio of 6.69.

Stride (NYSE:LRN) last announced its quarterly earnings data on Tuesday, October 28th. The company reported $1.52 EPS for the quarter, beating the consensus estimate of $1.23 by $0.29. The company had revenue of $620.88 million for the quarter, compared to the consensus estimate of $615.50 million. Stride had a net margin of 12.76% and a return on equity of 26.29%. Stride’s revenue for the quarter was up 12.7% on a year-over-year basis. During the same period in the prior year, the firm posted $0.94 EPS. Sell-side analysts predict that Stride will post 6.67 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Zurcher Kantonalbank Zurich Cantonalbank increased its position in shares of Stride by 13.8% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 29,488 shares of the company’s stock valued at $1,915,000 after purchasing an additional 3,581 shares during the last quarter. Moran Wealth Management LLC grew its position in Stride by 14.7% during the fourth quarter. Moran Wealth Management LLC now owns 8,860 shares of the company’s stock valued at $575,000 after buying an additional 1,138 shares during the period. Merit Financial Group LLC increased its holdings in Stride by 35.3% during the fourth quarter. Merit Financial Group LLC now owns 40,383 shares of the company’s stock valued at $2,622,000 after buying an additional 10,541 shares during the last quarter. State of Alaska Department of Revenue raised its position in Stride by 39.8% in the fourth quarter. State of Alaska Department of Revenue now owns 30,281 shares of the company’s stock worth $1,965,000 after acquiring an additional 8,619 shares during the period. Finally, Spirepoint Private Client LLC boosted its stake in shares of Stride by 322.6% during the 4th quarter. Spirepoint Private Client LLC now owns 6,326 shares of the company’s stock worth $411,000 after acquiring an additional 4,829 shares during the last quarter. 98.24% of the stock is owned by hedge funds and other institutional investors.

About Stride

Stride, Inc (NYSE:LRN) is a technology-driven education company that designs and delivers online learning solutions for students and adult learners. Through long-term partnerships with state-authorized public school districts, Stride operates virtual academies that serve K-12 students across the United States. The company’s blended-learning model combines digital curriculum, live teaching support and data analytics to personalize instruction and monitor student progress.

In addition to its K-12 offerings, Stride provides a portfolio of career and workforce readiness programs under its Stride Career Prep division.