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STRA

Strategic EducationA
Nasdaq / Consumer Services
Last Price
Quote time unavailable
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Current thesis
Q2 operating leverage, ETS growth, employer-affiliated enrollment, healthcare exposure, and share repurchases support a constructive medium-term case. The packet's median analyst target is $98.33, but analyst count is unavailable.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +8.6.
What can break
Australian visa approvals and Australia/New Zealand enrollment remain uncertain.
Momentum
61
Value
66
Sentiment
72
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $88.00 · Bull $98.33 · Bear $68.00Analysis 2026-08-03; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-08 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-03 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-08

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-08. Definitions

Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $98.33
Why
Momentum61 · Δ7d -1.8
Value66 · Δ7d +0.0
Sentiment72 · Δ7d +8.6
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta +8.6.

Contradictions & invalidation

  • • Australian visa approvals and Australia/New Zealand enrollment remain uncertain.
  • • Further charges or adverse developments from the Australian Fair Work Ombudsman matter.
  • • Australian legal exposure and visa uncertainty could generate additional volatility, while weaker non-healthcare or unaffiliated enrollment and slower Sophia growth could constrain consolidated growth.

Catalyst clock

2026-07-29

Q2 results showed improved profitability

Lead driver: Sentiment · See AI snapshot
Momentum
61
9% active weight
Current posture
7d trendImproving
Δ7d
-1.8
Δ21d
+25.4
Value
66
28% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+0.5
Sentiment
72
62% active weight
Current posture
7d trendImproving
Δ7d
+8.6
Δ21d
+1.2
Why this grade

Composite grade A. Momentum 61.2 / Value 65.9 / Sentiment 72.1

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-03. Scenario method

B+
Bull case
25%
Probability
Target price
$98.33
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$88.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$68.00
Analysis reference price unavailable
Analysis 2026-08-03 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$1.79B
Beta
0.55
Shares Out
22.21M
P/E (TTM)
17.6
P/S (TTM)
1.58
P/FCF (TTM)
27.06
Rev YoY
+4.9%
EPS YoY
+24.4%
Gross Margin
+49.1%
Op Margin
+15.7%
Net Debt
-$47.19M
Current Ratio
1.07
As of 2026-09-08 • Updated nightlySource: Internal modelMethods & Data