RankAlpha logo
Back to Rankings

LRN

StrideA
NYSE / Consumer Services
Last Price
Quote time unavailable
View Chart
Current thesis
Revenue and adjusted EPS exceeded the estimates cited by Investing.com, and higher revenue per enrollment supported growth despite fewer students. If enrollment recovers while Career Learning expands, the fiscal 2027 outlook could prove achievable.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +0.1.
What can break
General Education and Adult Career Learning revenue declined year over year, increasing reliance on middle- and high-school Career Learning growth. [#PR-2026-10-20]
Momentum
41
Value
70
Sentiment
64
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $86.00 · Bull $106.00 · Bear $61.00Analysis 2026-10-23; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-23 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-23

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-23. Definitions

Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $117.20
Why
Momentum41 · Δ7d -17.7
Value70 · Δ7d +0.1
Sentiment64 · Δ7d +4.1
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Value remains the lead driver in the composite, 7D delta +0.1.

Contradictions & invalidation

  • • General Education and Adult Career Learning revenue declined year over year, increasing reliance on middle- and high-school Career Learning growth. [#PR-2026-10-20]
  • • Public-school funding, school-contract renewal, education regulation, student-data protection and technology reliability remain disclosed operating risks. [#SEC-8K-2026-10-20]
  • • The beat was not a clean operating inflection: total enrollment fell 2.5%, adjusted operating income fell 3.1%, adjusted EPS fell 9.9%, and gross margin narrowed.

Catalyst clock

2026-10-20

Fiscal Q1 beat meets enrollment decline

Lead driver: Value · See fundamentals
Momentum
41
8% active weight
Current posture
7d trendFlat
Δ7d
-17.7
Δ21d
-16.9
Value
70
47% active weight
Current posture
7d trendFlat
Δ7d
+0.1
Δ21d
-0.3
Sentiment
64
45% active weight
Current posture
7d trendImproving
Δ7d
+4.1
Δ21d
-4.3
Why this grade

Composite grade A. Momentum 40.5 / Value 69.6 / Sentiment 63.9

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-23. Scenario method

B+
Bull case
30%
Probability
Target price
$106.00
Analysis reference price unavailable
Analysis 2026-10-23 · RankAlpha Sentiment Codex
Most likely
B
Base case
45%
Probability
Target price
$86.00
Analysis reference price unavailable
Analysis 2026-10-23 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$61.00
Analysis reference price unavailable
Analysis 2026-10-23 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-23
Market Cap
$3.3B
Beta
0.10
Shares Out
41.56M
P/E (TTM)
10.4
P/S (TTM)
1.20
P/FCF (TTM)
9.50
Rev YoY
-2.7%
EPS YoY
+70.1%
Gross Margin
+37.0%
Op Margin
+18.1%
Net Debt
-$412.02M
Current Ratio
5.94
As of 2026-10-23 • Updated nightlySource: Internal modelMethods & Data