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Stride, Inc. (LRN)

Consumer Defensive | Education & Training Services | Reston, United States | NYSE
86.88 USD -5.14 (-5.586%) ⇩ (July 14, 2026, 4 p.m. EDT)

Short-term:★★★☆☆Long-term:★★★★☆Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 5:39 a.m. EDT

Stride, Inc. presents a compelling long-term opportunity where the market has seemingly punished the stock for a temporary stumble rather than a fundamental collapse. The company boasts exceptional financial health, with a fortress-like balance sheet featuring a current ratio of 6.21 and robust cash generation. Fundamentally, the business is thriving, having delivered nearly double-digit revenue growth and a massive 99% return last year, supported by healthy margins and a 20% return on equity. Despite these strengths, the stock has underperformed recently, trading well below its 52-week high, which creates a significant margin of safety for patient investors. The short-term outlook remains cautious due to the lack of immediate catalysts and a weak statistical forecast signal, suggesting the market is still digesting recent guidance tightening. However, the disconnect between the deteriorating price action and the improving operational metrics suggests a potential inflection point is approaching. With no dividend to rely on, the investment thesis rests entirely on capital appreciation driven by a re-rating of the stock as fundamentals continue to strengthen.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoETS ✓0.052482
AutoARIMA0.052483
MSTL0.054742
AutoTheta0.062534
MSTL_740.062634
MSTL_1260.064365
MSTL_74_1260.071771

Forecast horizon: 60 days | Selected: AutoETS

Forecast Reliability
Score 36%
H-stat 3.34
Ljung-Box p 0.000
Jarque-Bera p 0.278
Excess Kurtosis -1.01
Attribute Value
Sector Consumer Defensive
Debt to Equity Ratio 33.34
Revenue per Share 58.981
Market Cap 3,694,557,952
Trailing P/E 14.41
Forward P/E 9.92
Beta 0.10
Profit Margins 12.15%
Previous Name K12 Inc.
Website https://stridelearning.com

As of July 11, 2026, 5:39 a.m. EDT: Speculators are positioning for a significant upside move, evidenced by heavy open interest in out-of-the-money calls (strikes 100, 115, 120, 130) relative to puts. While there is some defensive put buying at lower strikes (60-85), the volume and open interest concentration in the 100-130 range suggests a bullish bias targeting a recovery toward previous highs. Implied volatility is elevated for near-term expirations, indicating anticipation of a price spike.


Info Dump

Attribute Value
52 Week Change -0.3157856
Address1 11,720 Plaza America
Address2 9th Floor
All Time High 171.17
All Time Low 7.11
Ask 92.69
Ask Size 400
Audit Risk 3
Average Daily Volume10 Day 554,610
Average Daily Volume3 Month 807,522
Average Volume 807,522
Average Volume10Days 554,610
Beta 0.099
Bid 70.0
Bid Size 100
Board Risk 4
Book Value 39.186
City Reston
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 5
Country United States
Crypto Tradeable 0
Currency USD
Current Price 86.88
Current Ratio 6.211
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 92.32
Day Low 84.93
Debt To Equity 33.34
Display Name Stride
Earnings Call Timestamp End 1,777,410,000
Earnings Call Timestamp Start 1,777,410,000
Earnings Growth -0.045
Earnings Quarterly Growth -0.109
Earnings Timestamp 1,777,406,400
Earnings Timestamp End 1,777,406,400
Earnings Timestamp Start 1,777,406,400
Ebitda 519,140,000
Ebitda Margins 0.20474
Enterprise To Ebitda 6.514
Enterprise To Revenue 1.334
Enterprise Value 3,381,776,896
Eps Current Year 8.19667
Eps Forward 8.75667
Eps Trailing Twelve Months 6.03
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 90.7954
Fifty Day Average Change -3.9154053
Fifty Day Average Change Percent -0.043123387
Fifty Two Week Change Percent -31.578558
Fifty Two Week High 171.17
Fifty Two Week High Change -84.29
Fifty Two Week High Change Percent -0.49243444
Fifty Two Week Low 60.61
Fifty Two Week Low Change 26.269997
Fifty Two Week Low Change Percent 0.43342677
Fifty Two Week Range 60.61 - 171.17
Financial Currency USD
First Trade Date Milliseconds 1,197,556,200,000
Float Shares 40,604,022
Forward Eps 8.75667
Forward P E 9.921579
Free Cashflow 217,194,880
Full Exchange Name NYSE
Full Time Employees 8,600
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.38374
Gross Profits 973,036,992
Has Pre Post Market Data 1
Held Percent Insiders 0.03179
Held Percent Institutions 1.14525
Implied Shares Outstanding 42,524,840
Industry Education & Training Services
Industry Disp Education & Training Services
Industry Key education-training-services
Is Earnings Date Estimate 0
Language en-US
Last Fiscal Year End 1,751,241,600
Long Business Summary Stride, Inc., together with its subsidiaries, provides proprietary and third-party online curriculum, software systems, and educational services in the United States and internationally. Its technology-based products and services enable clients to attract, enroll, educate, track progress, support, and facilitate individualized learning for students. The company offers integrated package of systems, services, products, and professional expertise to support a virtual or blended public school; learning software and support services to schools and school districts; individual online courses and supplemental educational products; and products and services for the general education market focused on subjects, including math, English, science, and history for kindergarten through twelfth grade students. It also provides career learning products and services that are focused on developing skills to enter in industries, including information technology, health care, and business; and operates tuition-based private schools. In addition, the company offers focused post-secondary career learning programs, which include skills training for software engineering, healthcare, and medical fields to adult learners under Galvanize, Tech Elevator, and MedCerts brands, as well as provides staffing and talent development services to employers. It serves public and private schools, school districts, charter boards, consumers, employers, and government agencies. The company was formerly known as K12 Inc. and changed its name to Stride, Inc. in December 2020. Stride, Inc. was incorporated in 1999 and is headquartered in Reston, Virginia.
Long Name Stride, Inc.
Market us_market
Market Cap 3,694,557,952
Market State PRE
Max Age 86,400
Message Board Id finmb_4973712
Most Recent Quarter 1,774,915,200
Name Change Date 2,026-07-15
Net Income To Common 308,124,000
Next Fiscal Year End 1,782,777,600
Non Diluted Market Cap 3,913,135,776
Number Of Analyst Opinions 2
Open 90.73
Operating Cashflow 415,287,008
Operating Margins 0.20778999
Overall Risk 5
Payout Ratio 0.0
Peg Ratio 0.51
Phone 703 483 7000
Pre Market Change 0.020004272
Pre Market Change Percent 0.023025176
Pre Market Price 86.9
Pre Market Time 1,784,109,341
Prev Name K12 Inc.
Previous Close 92.02
Price Eps Current Year 10.599426
Price Hint 2
Price To Book 2.2171183
Price To Sales Trailing12 Months 1.4570376
Profit Margins 0.121520005
Quick Ratio 5.865
Quote Source Name Delayed Quote
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change -5.14
Regular Market Change Percent -5.58574
Regular Market Day High 92.32
Regular Market Day Low 84.93
Regular Market Day Range 84.93 - 92.32
Regular Market Open 90.73
Regular Market Previous Close 92.02
Regular Market Price 86.88
Regular Market Time 1,784,059,202
Regular Market Volume 1,315,262
Return On Assets 0.12408
Return On Equity 0.20143
Revenue Growth 0.027
Revenue Per Share 58.981
Sand P52 Week Change 0.20365608
Sector Consumer Defensive
Sector Disp Consumer Defensive
Sector Key consumer-defensive
Share Holder Rights Risk 7
Shares Outstanding 42,524,840
Shares Percent Shares Out 0.1469
Shares Short 6,245,167
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 6,570,945
Short Name Stride, Inc.
Short Percent Of Float 0.2085
Short Ratio 6.43
Source Interval 15
State VA
Symbol LRN
Target High Price 125.0
Target Low Price 102.0
Target Mean Price 113.5
Target Median Price 113.5
Total Cash 805,840,000
Total Cash Per Share 19.233
Total Debt 547,420,992
Total Revenue 2,535,664,128
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 6.03
Trailing P E 14.407959
Trailing Peg Ratio 0.517
Triggerable 1
Two Hundred Day Average 89.6056
Two Hundred Day Average Change -2.7256012
Two Hundred Day Average Change Percent -0.030417755
Type Disp Equity
Volume 1,315,262
Website https://stridelearning.com
Zip 20,190