Stride (NYSE:LRN) Earns Outperform Rating from Barrington Research

Stride (NYSE:LRN)‘s stock had its “outperform” rating reissued by investment analysts at Barrington Research in a research report issued to clients and investors on Wednesday,Benzinga reports. They currently have a $125.00 target price on the stock. Barrington Research’s price objective would suggest a potential upside of 41.16% from the stock’s current price.

Several other equities research analysts also recently weighed in on the stock. BMO Capital Markets reaffirmed a “market perform” rating on shares of Stride in a report on Wednesday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Stride in a research report on Monday, December 29th. Canaccord Genuity Group upped their price target on shares of Stride from $165.00 to $175.00 and gave the company a “buy” rating in a research report on Friday, October 24th. Zacks Research downgraded Stride from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 30th. Finally, Morgan Stanley dropped their price objective on shares of Stride from $130.00 to $95.00 and set an “equal weight” rating on the stock in a research note on Wednesday, December 17th. Three equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $125.75.

Stride Stock Performance

Shares of NYSE:LRN traded up $16.12 during trading on Wednesday, reaching $88.55. 1,029,227 shares of the company’s stock traded hands, compared to its average volume of 1,201,617. The stock has a market capitalization of $3.88 billion, a P/E ratio of 13.50, a price-to-earnings-growth ratio of 0.43 and a beta of 0.06. The company has a 50 day moving average of $66.28 and a 200-day moving average of $110.64. 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 has a 12 month low of $60.61 and a 12 month high of $171.17.

Stride (NYSE:LRN) last announced its quarterly earnings results on Tuesday, January 27th. The company reported $2.12 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.33 by ($0.21). Stride had a net margin of 12.76% and a return on equity of 26.29%. The firm had revenue of $631.26 million for the quarter, compared to analyst estimates of $627.90 million. During the same period last year, the firm posted $2.03 EPS. The business’s revenue was up 7.5% compared to the same quarter last year. On average, equities analysts expect that Stride will post 6.67 EPS for the current year.

Institutional Trading of Stride

Several hedge funds have recently added to or reduced their stakes in the business. Golden State Wealth Management LLC increased its position in shares of Stride by 37.5% during the second quarter. Golden State Wealth Management LLC now owns 275 shares of the company’s stock worth $40,000 after acquiring an additional 75 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in Stride by 78.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 193 shares of the company’s stock worth $28,000 after purchasing an additional 85 shares in the last quarter. Quadrant Capital Group LLC raised its stake in shares of Stride by 3.1% in the 2nd quarter. Quadrant Capital Group LLC now owns 3,173 shares of the company’s stock valued at $461,000 after purchasing an additional 94 shares during the period. Trail Ridge Investment Advisors LLC boosted its position in shares of Stride by 1.8% during the third quarter. Trail Ridge Investment Advisors LLC now owns 5,454 shares of the company’s stock worth $812,000 after buying an additional 96 shares during the period. Finally, Campbell Newman Asset Management Inc. grew its holdings in shares of Stride by 0.4% during the third quarter. Campbell Newman Asset Management Inc. now owns 24,272 shares of the company’s stock worth $3,615,000 after buying an additional 101 shares in the last quarter. Institutional investors own 98.24% of the company’s stock.

Key Headlines Impacting Stride

Here are the key news stories impacting Stride this week:

• Positive Sentiment: Company says platform rollout issues have been resolved and the business is rebounding, which management cites as enabling stabilized operations and renewed growth momentum. Stride: Rising Enrollments And Technical Challenges Surmounted
• Positive Sentiment: Revenue came in slightly above consensus ($631.3M vs. $627.9M) and K–12 / career learning demand shows strength (career learning middle/high school enrollments +18% y/y), supporting topline momentum. Stride Inc (LRN) Q2 2026 Earnings Call Highlights
• Positive Sentiment: Company maintained FY26 revenue guidance (mid-single-digit growth) and raised its adjusted operating income outlook to $485–$505M, implying better-than-expected margin leverage if execution continues. Stride, Inc. 2026 Q2 – Results – Earnings Call Presentation
• Neutral Sentiment: Management issued Q3 revenue guidance ($615M–$645M) that roughly brackets consensus, so near-term expectations are mixed but not dramatically changed. Stride, Inc. (LRN) Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Conference call and slide deck provide detail on enrollment mix and product discipline (useful for modeling future margins), but they require diligence to reconcile adjusted vs. GAAP metrics. Q2 Slide Deck / Press Release
• Negative Sentiment: Reported EPS missed Street consensus ($2.12 vs. $2.33), which introduces near-term headline risk and could pressure multiples until clarity on recurring profitability is evident. Stride Q2 Earnings (MarketBeat)
• Negative Sentiment: Lingering legal probes and prior allegations about enrollment reporting remain a background risk that could weigh on valuation or investor confidence if new developments arise. Assessing Stride (LRN) Valuation After Legal Probes And Alleged Enrollment Inflation Claims
• Negative Sentiment: Some outlets reported conflicting takes on the quarter (mix of “beats” vs. “miss”), adding short-term noise and potential investor confusion around adjusted vs. reported figures. Stride surges as second quarter earnings soar past estimates

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.