Key Takeaways Stride closed FY25 with 20.4% enrollment growth, led by 32.5% gains in its Career Learning segment.The company is investing in AI-driven programs and K12 Tutoring to boost outcomes and scalability.LRN projects 10-15% enrollment growth for Q1 FY26, supporting its long-term growth visibility.Stride, Inc. (LRN) ended fiscal 2025 with an average enrollment growth of 20.4% year over year, with the General Education segment’s enrollment going up 13.2% and the same for the Career Learning segment inc ...

K12 (LRN) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, LRN crossed above the 20-day moving average, suggesting a short-term bullish trend.The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving averages.Like other SMA ...

Key Takeaways Hecla Mining surged 50.6% since its Zacks Rank upgrade, far outpacing the S&P 500s 4.8% gain.GE Aerospace climbed 9.3% after its Zacks Recommendation upgrade to Outperform in mid-July.Stride has soared 54.7% year to date as part of the Zacks Top 10 Stocks for 2025 portfolio.Major U.S. indexes experienced a choppy but overall positive holiday-shortened trading week. The S&P 500 and the tech-heavy Nasdaq Composite gained 1.02% and 1.96%, respectively, last week, hovering near all-time highs. The ...

Key Takeaways Markets rose despite weak job data, with optimism over possible Federal Reserve rate cuts.Strong interest coverage ratios highlight Vertiv, Stride, Ralph Lauren and Cheesecake Factory.All four companies show double-digit stock gains and consensus estimates of further sales and EPS growth.The U.S. equity markets closed higher yesterday as optimism about potential monetary easing outweighed concerns about softening labor data. The S&P 500 advanced 0.83% to finish at 6,502.08. The Nasdaq Composit ...

Core Insights - The educational system, particularly K-12 education in the US, is identified as being ripe for disruption due to its long-standing operational model and declining outcomes compared to other countries [3][6] - Stride, a for-profit education company, operates in a significant market valued at nearly $800 billion, with a current enrollment of approximately 222,000 students, indicating low market penetration [5][8] - The company has experienced growth in enrollment and revenue, reporting $2.4 billion in revenue for the past fiscal year, and operates in over 30 states, covering about two-thirds of the school-age population [8][9] Company Overview - Stride provides online and blended education programs from K-12 through career certification and training, positioning itself as a key player in the education sector [4][5] - The company has seen a shift in demand post-pandemic, with penetration rates in many states surpassing previous levels, suggesting a growing acceptance of virtual education [9][10] Market Opportunity - The K-12 education market in the US is characterized by a lack of significant disruption, presenting a substantial opportunity for companies like Stride to innovate and capture market share [6][10] - The CEO emphasizes the potential for further penetration in large states like California and Texas, where current market share remains low [10] Technological Impact - The role of AI in education is discussed, with the CEO suggesting that while AI will enhance educational experiences, teachers will remain central to K-12 education in the short to medium term due to custodial responsibilities [11][12] - Long-term, technology is expected to complement and potentially replace some traditional educational roles, improving consistency and personalization in learning [12] Leadership and Vision - The CEO's leadership philosophy emphasizes self-awareness and humility, which are seen as critical attributes for effective management and mentorship within the company [14][15] - The impact of Stride's educational programs is highlighted through success stories, showcasing the transformative potential of their platform for students with diverse needs [19][20]

Key Takeaways Stride's K12 Tutoring rebrand is gaining traction, with AI integration expected to fuel demand.Collaboration with Delaware's Lake Forest School District highlights LRN's growth push.Shares have surged 55.6% YTD, with LRN trading at a premium P/E versus peers.Stride, Inc. (LRN) has been offering tutoring services since 2022, under the name Stride Tutoring, which was then rebranded in 2024 as K12 Tutoring. Through its K12 Tutoring service portfolio, the company offers personalized online tutorin ...

Hands-on STEM competition welcomes students in grades 4–12RESTON, Va., Sept. 03, 2025 (GLOBE NEWSWIRE) -- K12, a national leader in online K–12 education, today announced the launch of the 2025–26 K12 Robotics League season. Open to students nationwide in grades 4 through 12, the competition offers an opportunity for students of all experience levels to build skills in coding, engineering, and collaborative problem-solving. Students may register as individuals, form teams independently, or participate thro ...

Company Performance - Stride, Inc. (LRN) has shown a solid performance with shares increasing by 14.5% over the past three months, outperforming the Zacks Schools industry, which declined by 0.9%, and the broader Zacks Consumer Discretionary sector, which rose by 6.3% [1][5][10] - The company reported its fourth-quarter fiscal 2025 results, with earnings and revenues exceeding the Zacks Consensus Estimate by 25.1% and 3.9%, respectively. Revenues grew by 22.4% year over year to $653.6 million, while adjusted earnings per share increased by 43.1% to $2.29 [3][10] Enrollment Growth - Stride experienced significant enrollment growth, with overall enrollments averaging 235.3K, up 21.7% year over year. The Career Learning segment saw a notable 33.2% increase in enrollments, reaching 97.0K compared to 72.8K in the same period last year [9][10] - The company anticipates continued enrollment growth of 10% to 15% in the first quarter of fiscal year 2026, supported by strong early funnel activity [12][10] Funding Environment - The funding environment for Stride remains favorable, with expectations of increased funding from some states and stable federal support. The company does not foresee any material impact on revenue per enrollment from federal changes [16][15] - In fiscal 2025, Stride saw an increase in overall revenue per enrollment by 2.4% year over year, with Career Learning revenue per enrollment specifically rising by 8.1% [15][16] Technology and Innovation - Stride is focusing on technology and innovation as key growth drivers, investing in digital learning platforms and expanding high-dosage tutoring for early-grade students [13][14] - The company is also advancing artificial intelligence within its platforms, aiming for responsible applications that enhance efficiency and provide measurable benefits to students and teachers [14][13] Earnings Estimates and Valuation - Over the past 30 days, the Zacks Consensus Estimate for Stride's fiscal 2026 EPS has been revised upward from $7.76 to $8.58, indicating a growth of 5.9% from the prior year [18] - Stride is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 18.74X, which is higher than some industry peers, indicating strong potential in the market [21][23] Overall Outlook - Stride's strong price performance, consistent enrollment gains, favorable funding backdrop, and ongoing investments in technology position the company well for continued progress into fiscal 2026 [24][25] - The positive revisions in earnings estimates reflect growing confidence in Stride's near-term prospects, supported by stable demand and a constructive outlook for fiscal 2026 [24][18]

Core Insights - The Zacks Schools industry is experiencing a rebound driven by increased demand for career-focused programs in healthcare, skilled trades, cybersecurity, and IT, supported by a labor market that values job-ready skills and government initiatives promoting non-degree pathways [1][2] - Digital innovation is a key differentiator, with institutions investing in adaptive learning tools and scalable online platforms to enhance engagement and support flexible learning for working adults [1][8] - The sector is undergoing consolidation as larger players acquire smaller institutions to broaden offerings and improve scale, with recent legislative changes like "Workforce Pell" expanding market opportunities for accredited programs [6][12] Industry Overview - The Zacks Schools industry includes for-profit education companies offering undergraduate, graduate, and specialized programs in various fields such as finance, healthcare, and technology [3] - The industry is focused on providing career-oriented programs that align with labor market needs, particularly in high-demand areas like nursing and cybersecurity [3][5] Trends Influencing Growth - There is a rising demand for workforce-oriented programs, particularly among adult learners and career switchers, as the labor market increasingly values job-ready skills over traditional degrees [4] - The healthcare sector is facing a significant shortage of skilled professionals, prompting educational institutions to design rigorous programs that meet workforce needs [5] - Digital transformation is driving interest in IT boot camps and tech-aligned certifications, where for-profit providers have established a scalable presence [4] Financial Performance and Market Position - The Zacks Schools industry has lagged the broader Zacks Consumer Discretionary sector but has outperformed the S&P 500 Composite over the past year, with a collective gain of 20.6% [16] - The industry's forward 12-month price-to-earnings ratio is currently at 15.32X, lower than the S&P 500's 22.76X, indicating potential value opportunities [19] Company Highlights - Grand Canyon Education has seen a 10% increase in total online enrollment and a 42.1% stock surge over the past year, with earnings for 2025 expected to grow by 12.8% [25] - Laureate Education's stock has rallied 76.6% over the past year, with a projected earnings growth of 28.2% for 2025 [28] - Stride has experienced a 107.8% stock increase, with fiscal 2026 earnings expected to grow by 5.2% [32] - Lincoln Educational Services has surged 59.5% in stock price, with a projected earnings growth of 19.6% for 2025 [34] - Perdoceo Education's stock has risen 44.7%, with earnings for 2025 expected to grow by 10% [39]

Group 1: Market Overview - The market is experiencing a "micro-dip," which is viewed as a healthy pause in a strong bull market, providing opportunities for long-term investors to buy at better prices [1] - Resilient stocks during market corrections are likely to emerge as future leaders, making them attractive for investment [2] Group 2: Stock Analysis - Celsius (CELH) has shown a significant recovery after a valuation reset, with sales expected to surge by 75% this year and 25% in 2026, alongside a 34.6% increase in FY25 earnings estimates [5][6] - CommScope (COMM) is gaining attention as a player in AI infrastructure, with earnings projected to grow by 23.8% annually over the next three to five years, and a Zacks Rank of 1 indicating strong buy sentiment [9][10] - Stride (LRN) operates in the education sector, with a Zacks Rank of 1 and earnings estimates raised by up to 12% in the last month, while profits are expected to grow at a 20% annual rate [12][14] Group 3: Investment Sentiment - The three highlighted stocks—Celsius, CommScope, and Stride—combine strong fundamentals, favorable analyst sentiment, and supportive technicals, making them compelling opportunities for investment [17]