William Blair Issues Pessimistic Outlook for Stride Earnings

Stride, Inc. (NYSE:LRN) – Research analysts at William Blair lowered their Q2 2026 earnings per share estimates for shares of Stride in a note issued to investors on Wednesday, October 29th. William Blair analyst S. Sheldon now expects that the company will earn $2.39 per share for the quarter, down from their previous estimate of $2.46. The consensus estimate for Stride’s current full-year earnings is $6.67 per share. William Blair also issued estimates for Stride’s Q3 2026 earnings at $2.38 EPS and Q4 2026 earnings at $2.16 EPS.

Several other equities research analysts have also recently weighed in on the company. Canaccord Genuity Group upped their target price on Stride from $165.00 to $175.00 and gave the stock a “buy” rating in a report on Friday, October 24th. Wall Street Zen lowered Stride from a “buy” rating to a “hold” rating in a report on Saturday, October 4th. Morgan Stanley upped their target price on Stride from $148.00 to $159.00 and gave the stock an “equal weight” rating in a report on Wednesday, August 6th. BMO Capital Markets set a $108.00 target price on Stride and gave the stock a “market perform” rating in a report on Wednesday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Stride in a report on Wednesday, October 8th. Four analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $141.75.

Stride Price Performance

Shares of LRN stock opened at $67.92 on Friday. Stride has a twelve month low of $65.11 and a twelve month high of $171.17. The stock has a market capitalization of $2.98 billion, a price-to-earnings ratio of 10.48, a P/E/G ratio of 0.40 and a beta of 0.07. The stock has a fifty day simple moving average of $146.31 and a two-hundred day simple moving average of $145.32. The company has a current ratio of 6.78, a quick ratio of 5.27 and a debt-to-equity ratio of 0.32.

Stride (NYSE:LRN) last issued its earnings results on Tuesday, October 28th. The company reported $1.52 earnings per share for the quarter, topping the consensus estimate of $1.23 by $0.29. Stride had a return on equity of 26.29% and a net margin of 12.76%.The business had revenue of $620.88 million during the quarter, compared to analysts’ expectations of $615.50 million. During the same period in the prior year, the business earned $0.94 EPS. The business’s revenue for the quarter was up 12.7% compared to the same quarter last year. Stride has set its Q2 2026 guidance at EPS. FY 2026 guidance at EPS.

Insider Activity at Stride

In other news, CEO James Jeaho Rhyu sold 13,961 shares of the stock in a transaction on Tuesday, August 19th. The stock was sold at an average price of $162.66, for a total transaction of $2,270,896.26. Following the completion of the sale, the chief executive officer owned 706,353 shares in the company, valued at approximately $114,895,378.98. This represents a 1.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Stride

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in LRN. Newbridge Financial Services Group Inc. purchased a new position in Stride in the 2nd quarter worth $25,000. Larson Financial Group LLC raised its stake in Stride by 333.3% in the 1st quarter. Larson Financial Group LLC now owns 208 shares of the company’s stock worth $26,000 after acquiring an additional 160 shares during the last quarter. Financial Management Professionals Inc. purchased a new position in Stride in the 3rd quarter worth $26,000. Penserra Capital Management LLC purchased a new position in Stride in the 2nd quarter worth $27,000. Finally, Northwestern Mutual Wealth Management Co. raised its stake in Stride by 78.7% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 193 shares of the company’s stock worth $28,000 after acquiring an additional 85 shares during the last quarter. 98.24% of the stock is currently owned by hedge funds and other institutional investors.

Stride Company Profile

Stride, Inc, a technology-based education service company, engages in the provision of 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.