Stride, Inc. (LRN)
NYSEConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-09-15
$83.56+1.04%
Close 2026-09-15 · 1-day change
NYSEConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-09-15
Research Workspace
Put LRN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Operating income near $495 million in fiscal 2026: FY26 operating income ~$451M vs ~$495M target; Q4 operating income ~$106M < $130M trip.
View ThesisRevenue growth is slowing — up about 5% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 20%.
View QualityManagement screens strong on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 1% on a typical day and fell roughly 60% in its worst 12-month stretch.
View RiskLRN's growth depends on its ability to drive long-term growth and advance its industry position. Revenue growth has shown strength, with the latest earnings beat reflecting a positive trajectory. It trades at 9.8× P/E versus a peer median of 14.6×, indicating that the price does not fully reflect its potential. The primary risk is that operating income fell short of targets, with fiscal 2026 operating income around $451 million versus a $495 million target. Peer multiples imply a price about 46% above where it trades. This read is provisional.
Trailing returns as of 2026-09-15. LRN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 analysts currently covering LRN (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare LRN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LRN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Education Services — fair value, gap to price, and forward P/E.
Compare the value case
Put LRN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive long-term growth and advance industry position
Earnings beat and buyback extension support long-term growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
