STRA
Strategic EducationBNasdaq / Consumer Services
Last Price
At close
2026-07-23
Current thesis
Bull case: continued margin expansion from cost-savings, successful close and accretive integration of the announced professional-training acquisition, and active buybacks/dividend support drive upside toward high analyst targets; durable enrollment trends and execution could push valuation into the low triple-digits.
Posture
Constructive
Lead driver
Value
What changed
Next scheduled catalyst: earnings 2026-07-29 · BMO.
What can break
Enrollment volatility and softer starts
Momentum
31
Value
67
Sentiment
64
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $88.00 · Bull $106.00 · Bear $74.00
Earnings
2026-07-29 · BMO
Data freshness
Prices
As of 2026-07-23
Fundamentals
As of 2026-07-22 • Vendor: Data Vendor v1
Scores
As of 2026-07-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-01-16 • Model: RankAlpha Sentiment AI
Investment thesisAs of 2026-07-23
Investment thesis
As of 2026-07-23
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $88.67
Why
Momentum31 · Δ7d -6.8
Value67 · Δ7d -0.2
Sentiment64 · Δ7d +1.7
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
31
26% active weight
Current posture
7d trendFlat
Δ7d
-6.8
Δ21d
+2.8
Value
67
39% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
+0.9
Sentiment
64
34% active weight
Current posture
7d trendImproving
Δ7d
+1.7
Δ21d
+5.2
Why this grade
Composite grade B. Momentum 30.8 / Value 66.8 / Sentiment 63.5
Fundamentals (TTM)As of 2026-07-22
Fundamentals (TTM)
As of 2026-07-22
Market Cap
$1.67B
Beta
0.55
Shares Out
22.61M
P/E (TTM)
17.6
P/S (TTM)
1.58
P/FCF (TTM)
27.06
Rev YoY
+0.8%
EPS YoY
+19.7%
Gross Margin
+49.3%
Op Margin
+12.6%
Net Debt
-$47.19M
Current Ratio
1.13
As of 2026-07-23 • Updated nightlySource: Internal modelMethodology