Stride (LRN)
Provides online K–12 schooling and career-learning programs through an integrated education platform.
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Delivers online General Education and Career Learning through curriculum, technology, instruction, and student support sold mainly to schools, districts, and charter boards. Most revenue comes from school-as-a-service contracts tied to public funding, and the business reports as a single operating segment.
Provides online education across the United States through an integrated platform spanning curriculum, learning systems, instruction, enrollment, progress tracking, and student support. General Education covers core K–12 subjects, while Career Learning pairs middle- and high-school coursework with pathways in information technology, healthcare, and business; adult programs provide online job training for employers, government agencies, and consumers.
Generates most revenue through comprehensive school-as-a-service contracts with public and private schools, districts, and charter boards, using centralized technology and support operations to support virtual or blended programs at scale. The business reports as a single operating segment. School-based revenue depends largely on public funding, enrollment, contract renewals, state education regulation, academic accountability, and reliable online learning systems.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | BMO Capital | Reiterate | Rating: —Target: $94 | Target: $38 |
| Jul 30, 2026 | William Blair | Downgrade | ||
| Jan 28, 2026 | BMO Capital | Target | Target: $108 | Target: $94 |
| Jan 28, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $100 | Target: $125 |
| Oct 29, 2025 | BMO Capital | Downgrade | Target: $88 | Target: $108 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $958.0M · Total debt $546.0M · Total assets $2.44B · Shareholders' equity $1.63B
- Revenue
- $636.1M
- Operating income
- $105.9M
- Net income
- $81.4M
No dividends on record.
| Institutions | 114.03% | 47.39M shares | |
|---|---|---|---|
| 432 holders · as of Jun 30, 2026 | |||
| Insiders | 8.26% | 3.43M shares | |
| 12 holders · as of Sep 18, 2026 | |||
| Strategic holders | 5.48% | 2.28M shares | |
| 1 holder · as of May 15, 2026 | |||
| Adds to | 127.77% | ||
41.56M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 127.77%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.50% | 6.44M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.71% | 2.37M | as of Jun 30, 2026 |
Jupiter Topco LLCInstitution | 5.57% | 2.32M | as of Jun 30, 2026 |
Janus Henderson Group PLCStrategic | 5.48% | 2.28M | filed May 15, 2026 |
James D. DonderoInsider | 4.68% | 1.95M | filed Feb 10, 2017 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- Pearson (ADR)
Closest public peer in virtual K-12 school services
- Coursera
Global career-skills platform enlarged by Udemy
- Strategic Education
Working-adult and employer education platform overlap
- Chegg
Skilling and academic-support adjacency
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Stride | $79.18 | −0.40% | $3.38B | 11.1 | 10.3 | 1.3 | −2.7% |
| Pearson (ADR) | $15.99 | +0.57% | $9.55B | 23.8 | — | 2.0 | +4.8% |
| Coursera | $5.16 | −0.10% | $947.5M | — | 6.6 | 1.1 | +59.6% |
| Strategic Education | $79.84 | +1.66% | $1.79B | 13.1 | 9.9 | 1.4 | +2.7% |
| Chegg | $0.7200 | 0.00% | $80.6M | — | — | 0.3 | −50.7% |
| Median | 18.4 | 8.2 | 1.2 | +3.8% |