Stride, Inc. (LRN)

Over the past six months, Stride, Inc. stock has seen an 8.72% increase in the last six months and a 65.50% to 68.95% increase over the last year. Key events include earnings reports for Q2, Q3, and Q4 2025, with actual EPS values of $2.030, $2.020, and $1.030 USD, respectively. Analyst ratings and price target updates include Canaccord Genuity maintaining a 'Buy' recommendation and raising its price target to $175, Barrington Research maintaining an 'Outperform' rating and a price target of $185, and Morgan Stanley increasing its price target from $148 to $159 while maintaining an 'Equal-Weight' rating. The Annual General Meeting was held on December 5, 2024, and Stride expected year-over-year enrollment growth to be in the range of 10% to 15% in the first quarter of fiscal year 2026.

Demand for Stride, Inc.'s products and services exhibits seasonality, particularly around the academic year. The company anticipates a 'strong fall' for enrollment, with expectations of 10% to 15% year-over-year enrollment growth in the first quarter of fiscal year 2026. A significant portion of enrollments occur in the latter half of the summer and early fall in preparation for the new school year, suggesting that demand for their educational offerings, especially K-12 programs, typically peaks during the back-to-school period.

Stride, Inc. is a technology-based educational company providing online and blended education programs within the Consumer Services sector. It offers proprietary and third-party curriculum, software, and educational services, including K-12 online school programs serving approximately 132,000 students across 29 U.S. states. The company also provides career learning programs for adult learners under brands like Destinations Career Academy and operates private online K-12 schools. Formerly known as K12 Inc., it rebranded to Stride, Inc. in December 2020.

Stride, Inc., headquartered in Reston, Virginia, has a significant geographic footprint, providing its technology-based products and services both in the United States and internationally. The company serves over 3 million students across all 50 states and more than 100 countries. Stride, Inc. also manages state-funded virtual charter schools and hybrid schools in twenty-nine U.S. states and the District of Columbia.

In the past year, Stride, Inc. received positive recognition, including being named a 'Company of the Year' by the 2024 BIG Awards for Business. K12, one of Stride's brands, won two silver medals at the 2025 International Serious Play Awards. Stride emphasizes its mission through taglines such as 'Empowering Students for a Lifetime of Success' and 'Learning That Fits Your Life.' No significant negative events impacting Stride, Inc.'s brand reputation were identified.

Major institutional owners of Stride, Inc. include iShares Core S&P Small-Cap ETF (5.94%), Invesco (4.14%), American Century Companies (3.24%), Janus Henderson Group (3.20%), and Vanguard Total Stock Market Index Fund Investor Shares (3.09%). As of October 25, 2025, 991 funds or institutions reported positions in Stride, an increase of 80 owners in the last quarter, with total shares owned by institutions decreasing by 0.99% in the last three months to 60,464K shares.