Core Viewpoint - Stride (LRN) has experienced significant volatility over the past year, primarily due to issues related to a new platform rollout that has negatively impacted its operations [1]. Group 1: Company Overview - Stride is an online education company that has faced challenges with its recent platform launch, leading to operational difficulties [1]. Group 2: Analyst Background - Gary Alexander, who has extensive experience in technology and investment, has been a contributor to Seeking Alpha since 2017 and has provided insights into various industry themes [1].

As of Jan. 28, 2026, two stocks in the consumer discretionary sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, acc ...

At 7:20 a.m. ET on Wednesday, premarket trading is seeing notable activity in several stocks, with early price movements signaling potential opportunities before the opening bell.For active traders, premarket trading offers a head start in spotting potential breakouts, reversals, or sharp price swings. These early moves often indicate where momentum may carry into the regular session, making premarket analysis a key part of the trading day.In the Green - Premarket GainersThe following stocks are trading hi ...

Shares of F5, Inc. (NASDAQ:FFIV) rose sharply in pre-market trading after the company reported better-than-expected first-quarter financial results and issued second-quarter sales guidance above estimates. Also, the company raised its FY26 guidance above estimates.F5 reported quarterly earnings of $4.45 per share, which beat the analyst consensus estimate of $3.65 by 21.88%, according to Benzinga Pro. Quarterly revenue clocked in at $822.47 million, which beat the Street estimate of $758.08 million.F5 share ...

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K12 (LRN) reported $631.26 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 7.5%. EPS of $2.50 for the same period compares to $2.03 a year ago.The reported revenue represents a surprise of +0.62% over the Zacks Consensus Estimate of $627.36 million. With the consensus EPS estimate being $2.33, the EPS surprise was +7.14%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street exp ...

While acknowledging that no platform is perfect, Rhyu said Stride now has a stronger foundation and has learned from the experience. He said the company is working on better redundancy and continues to rely on third-party partners, while seeking an architecture that gives Stride “a degree of influence and control over our own destiny.”Rhyu pointed to lower customer support volumes and less negative commentary as evidence of progress. After addressing a significant login issue “a couple of months ago,” he sa ...

分组1 - K12 reported quarterly earnings of $2.5 per share, exceeding the Zacks Consensus Estimate of $2.33 per share, and showing an increase from $2.03 per share a year ago, representing an earnings surprise of +7.14% [1] - The company achieved revenues of $631.26 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.62% and up from $587.21 million year-over-year [2] - K12 has outperformed the S&P 500 with a share price increase of about 10.3% since the beginning of the year, compared to the S&P 500's gain of 1.5% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $2.37 on revenues of $635.84 million, and for the current fiscal year, it is $8.35 on revenues of $2.52 billion [7] - The Zacks Industry Rank indicates that the Schools industry is currently in the bottom 28% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Financial Data and Key Metrics Changes - Revenue for the second quarter was $631.3 million, an increase of nearly 8% from the second quarter of fiscal year 2025 [10] - Adjusted operating income rose to $159 million, up $23.4 million or 17% year-over-year [10] - Adjusted EPS increased to $2.50, reflecting a 13% growth from the previous year [10] - Adjusted EBITDA reached $188.1 million, up 17% [10] - Gross margin for the quarter was 41.1%, up 30 basis points from last year [12] - Free cash flow was $75.9 million, down from $208.6 million last year due to timing of payments [14] Business Line Data and Key Metrics Changes - Total enrollments for the second quarter were 248.5 thousand, up 7.8% year-over-year [11] - Revenue from Career Learning programs grew 29% to $275.6 million, driven by a 17.6% increase in enrollment [11] - General Education revenue declined 3.6% to $341.4 million compared to last year [11] - Average enrollments were slightly up to 137,000, but revenue per enrollment decreased by 3.6% due to mix [11] Market Data and Key Metrics Changes - The company noted a generally positive state funding environment, although some impacts from state and program mix are anticipated [11] - The company expects to finish the year flattish compared to last year due to these factors [11] Company Strategy and Development Direction - The company is focused on stabilizing its platforms and enhancing customer experience, with plans to build proprietary solutions to maintain control over user experience [4][7] - The strategy includes a cautious approach to growth, prioritizing stability over aggressive enrollment increases [5][30] - The company aims to balance investments in organic growth and potential M&A transactions with share repurchases [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence that the primary issues from the previous fall are behind them, with significant improvements in customer support call volumes and social media sentiment [8] - The company believes it is well-positioned for a return to expected growth patterns next year based on current trends in demand and customer experience [8] - Management reaffirmed full-year revenue guidance of $2.480-$2.555 billion, with adjusted operating income expected between $485-$505 million [15][17] Other Important Information - Capital expenditures for the quarter were $16 million, with full-year expectations unchanged at $70-$80 million [15] - The board authorized a share repurchase of up to $500 million, with $88.6 million already purchased in the second quarter [14][15] Q&A Session Summary Question: Clarification on withdrawal trends and enrollment - Management confirmed that withdrawal rates have returned to normal levels, which is positive news [20] Question: Demand characterization - Demand remains strong, with application volumes similar to last year, indicating robust organic demand [22] Question: School and program relations post-issues - Partners expressed frustration but also faith in the company's ability to resolve issues, indicating a shared mission [25] Question: Enrollment growth potential in the third quarter - Management is taking a cautious approach to growth, prioritizing long-term stability over immediate enrollment increases [30] Question: Revenue per enrollment changes - Variations in revenue per enrollment are attributed to state and program mix, with a focus on combined revenue per enrollment for forecasting [38] Question: Gross margin adjustments - A long-term lease exit positively impacted gross margins, with a 200 basis point improvement noted [40]

Financial Data and Key Metrics Changes - Revenue for the second quarter was $631.3 million, an increase of nearly 8% from the second quarter of fiscal year 2025 [10] - Adjusted Operating Income rose to $159 million, up $23.4 million or 17% year-over-year [10] - Adjusted EPS increased to $2.50, reflecting a 13% growth from the previous year [10] - Adjusted EBITDA reached $188.1 million, up 17% [10] - Capital expenditures were $16 million, up from $14.8 million last year [10] Business Line Data and Key Metrics Changes - Total enrollments for the second quarter were 248,500, up 7.8% year-over-year and slightly up from the first quarter [11] - Revenue from Career Learning programs grew 29% to $275.6 million, driven by a 17.6% increase in enrollment [11] - General Education revenue declined 3.6% to $341.4 million, with average enrollments slightly up but revenue per enrollment down 3.6% [11] Market Data and Key Metrics Changes - The company noted a generally positive state funding environment, although some impacts from state and program mix are anticipated [11] - Total revenue per enrollment across both lines was $2,437, an increase of 1.8% from last year [11] Company Strategy and Development Direction - The company is focused on stabilizing its platforms and enhancing customer experience, with plans to build proprietary solutions to maintain control over user experience [4][7] - The strategy includes a cautious approach to growth, prioritizing stability over aggressive enrollment increases [5][30] - The company aims to balance investments in organic growth and potential M&A transactions with share repurchases, maintaining financial flexibility [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence that the primary issues from the previous fall are resolved, with a significant reduction in customer support calls and improved social media sentiment [8] - The company believes it is well-positioned for a return to expected growth patterns next year, supported by strong demand and stable withdrawal rates [8][17] - Management reaffirmed full-year revenue guidance of $2.480 billion to $2.555 billion, with adjusted operating income expected between $485 million and $505 million [15][17] Other Important Information - Free cash flow for the quarter was $75.9 million, down from $208.6 million last year due to timing issues with payments [14] - The board authorized a share repurchase of up to $500 million, with $88.6 million repurchased during the second quarter [15] Q&A Session Summary Question: Clarification on enrollment and withdrawal trends - Management confirmed that withdrawal rates have returned to normal levels, which is positive news [20] Question: Demand characterization - Demand remains strong, with application volumes similar to last year, indicating robust organic demand [22] Question: School and program relations post-issues - Partners expressed frustration but also faith in the company's ability to resolve issues, indicating a shared mission [25] Question: In-year enrollment growth potential - Management is taking a cautious approach to growth, prioritizing long-term stability over immediate enrollment increases [30] Question: Revenue per enrollment changes - Variations in revenue per enrollment are attributed to state and program mix, with a focus on combined revenue per enrollment [36] Question: Gross margin adjustments - A long-term lease exit positively impacted gross margins, contributing approximately 200 basis points [39] Question: Operational performance of the platform - The platform is performing better, with ongoing improvements and a focus on user experience [49] Question: New partner pipeline discussions - Potential partners remain unconcerned about past issues, indicating strong macro conditions and belief in the company's mission [60]