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LRN Stride, Inc.

USConsumer Defensive
$91.00-0.10%ClosedMarket Cap: $3.87B

As of 2026-07-10 16:00

Why LRN matters now

Stride, Inc. (LRN) is a US stock in Consumer Defensive. The latest InvestLog snapshot shows $91.00 with -0.10% on the session and $3.87B in market capitalization; recent performance reads 1-month -8.19% and YTD +27.52%.

The latest financial table shown here is Q3 2026, with revenue of $629.9M, net income of $88.5M, and EPS of $1.93. Investors can compare that operating picture with valuation signals such as P/E 12.23 and FCF yield 10.6%.

The latest indexable market news headline is "MedCerts and Pace AI Announce Strategic Partnership to Expand Access to Healthcare Careers Through AI-Powered Training" from GlobeNewsWire.

Additional event context on this page matters because analyst consensus is Buy with a median target of $109.50; recent insider activity includes McMullen Greerson Greene filing F-InKind; recent congressional disclosure data includes Markwayne Mullin Purchase. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

12.23

PEG

0.67

P/B

2.16

P/S

1.39

EV/EBITDA

6.45

DCF Value

$268.24

FCF Yield

10.6%

Div Yield

0.0%

Margins & Returns

Gross Margin

38.3%

Operating Margin

15.8%

Net Margin

12.2%

ROE

19.9%

ROA

12.6%

ROIC

13.9%

Financials

PeriodRevenueNet IncomeEPS
Q3 2026$629.9M$88.5M$1.93
Q2 2026$631.3M$99.5M$2.12
Q1 2026$620.9M$68.8M$1.40
Q4 2025$653.6M$51.3M$1.03

Analyst Ratings

Consensus

Buy

Target (Consensus)

$109.50

Target (Median)

$109.50

Target Range

$94.00 - $125.00

Strong Buy: 1Buy: 1Hold: 1Sell: 0Strong Sell: 0
Barrington ResearchOutperform
2026-04-16
Canaccord GenuityBuy
2026-01-28
Barrington ResearchOutperform
2026-01-28
Morgan StanleyEqual Weight
2025-12-17
BMO CapitalMarket Perform
2025-11-07

Trading Activity

Insider Trades

McMullen Greerson Greeneofficer: EVP, GENERAL COUNSEL
Sell2026-03-17
Rhyu James Jeahodirector, officer: CHIEF EXECUTIVE OFFICER
Sell2026-02-20
Blackman Donnaofficer: CHIEF FINANCIAL OFFICER
Sell2026-02-20
Goldthwaite Toddofficer: MANAGING DIRECTOR
Sell2026-02-20
Rhyu James Jeahodirector, officer: CHIEF EXECUTIVE OFFICER
Sell2026-02-20

Congress Trades

Markwayne MullinBuy
2026-03-02

Company Info

Sector

Consumer Defensive

Industry

Education & Training Services

Country

US

Exchange

Beta

0.08

Stride, Inc. is an ed-tech company that specializes in providing a variety of online learning tools and services. The firm delivers personalized educational experiences to students, primarily from kindergarten through twelfth grade (K-12), across the United States and internationally, leveraging both its proprietary content and third-party resources, including curriculum, software platforms, and support services. The company's digital solutions empower its clients to efficiently attract, enroll, instruct, monitor the academic progress of, and provide comprehensive assistance to their student populations. For the K-12 segment, Stride offers all-encompassing integrated packages—including systems, services, and expert guidance—to facilitate the operation of virtual or blended public schools. It also provides individual online courses, supplementary educational materials, and general education resources covering core subjects like mathematics, English language arts, science, and history for K-12 students. Beyond K-12, Stride expands into career-focused education, helping individuals develop essential skills for industries such as information technology, healthcare, and business. This includes specialized post-secondary career development programs for adult learners, offered under brands like Galvanize, Tech Elevator, and MedCerts, which provide skills training in fields like software engineering, healthcare, and various medical professions. Additionally, Stride offers staffing and talent development services to businesses. Stride, Inc. caters to a broad spectrum of clients, including public and private schools, school districts, charter boards, individual consumers, corporations, and government entities. Originally established in 2000 as K12 Inc., the company changed its name to Stride, Inc. in December 2020 and maintains its headquarters in Reston, Virginia.