Added to YB: 2026-03-06
Pitch date: 2026-03-04
LRN [bullish]
Stride, Inc.
+1.01%
current return
Author Info
No bio for this author
Company Info
Stride, Inc., a technology company, provides an educational platform to deliver proprietary and third-party curriculum, software systems, and educational services in the United States.
Market Cap
$3.6B
Pitch Price
$86.41
Price Target
116.20 (+34%)
Dividend
N/A
EV/EBITDA
5.99
P/E
12.16
EV/Sales
1.23
Sector
Diversified Consumer Services
Category
neutral
A High-Risk High-Reward Opportunity - Stride, Inc.
LRN: Online K-12 education co w/ 234K enrollments (+20% YOY), 96K Career Learning (+33% YOY). 55% FCF growth/share, 40% 3yr EPS CAGR, 25% ROIC, 12% net margin. Teacher retention strong via work-life balance. Risks: lawsuit over 'ghost students' & enrollment miss (10-15K below guide) tanked stock 54%. High legal uncertainty but potentially oversold. DCF suggests 34% upside at 10% growth (vs 40% historical).
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