Stride, Inc. (LRN)
NYSEConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-10-30
$78.36-2.90%
Close 2026-10-30 · 1-day change
NYSEConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-10-30
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.
Recent financial performance freshly dropped to the bottom half of its industry.
View ThesisRevenue growth is slowing — up about 2% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 18%.
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 volatile — it swings about 1% on a typical day and fell roughly 26% in its worst 12-month stretch.
View RiskStride’s growth depends on curriculum, technology, and support services overcoming enrollment-impacting platform friction. Revenue growth turned positive in Q1 FY2027 after declining in the prior quarter. Q1 FY2027 non-GAAP earnings beat consensus by 5.4%. LRN trades at 10× P/E versus a 15× peer median. The price reflects less growth than our forecast. The specific risk is recent financial performance falling into the bottom half of its industry. Our model puts the next-quarter miss probability near 22%. Peer multiples imply a price about 52% above where it trades; the thesis has broken, and this read is provisional.
Trailing returns as of 2026-10-30. 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 Oct 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.
Compare now without an account. Saving and monitoring require an account.
| 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 2026-10-30. 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.
Threatens: Invest in curriculum, technology and support services to drive 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 2026-10-30. 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.
Enrollment-impacting platform friction and the FY27 revenue forecast signal a meaningful growth execution headwind.
Q2 guidance below consensus signals a meaningful near-term shortfall, but does not alone break the intact thesis.
Advances: Drive long-term growth and advance industry position
Earnings beat and buyback extension support long-term growth.
