Key Takeaways LRN stock has outpaced CHGG year to date, supported by strong enrollment growth and revenue momentum. Free AI tools are challenging Chegg paid subscription model, pressuring growth and market share. Stride trades at a premium P/S ratio than Chegg, indicating strong investor confidence and market potential.The online education space continues to evolve as digital learning becomes an increasingly mainstream option for students of all ages. Among the key players in this arena are Stride, Inc. ( ...

Core Viewpoint - The analysis presents a bullish outlook on Stride (NYSE: LRN), identifying it as an interesting investment opportunity and recommending a "buy" rating based on its growth potential and strong financials [1]. Group 1: Investment Thesis - The company is positioned favorably within the market, with a strong growth narrative supported by robust financial statements [1]. - The analyst emphasizes a focus on stocks that exhibit both growth and quality factors, indicating a preference for companies that demonstrate a solid growth story alongside strong financial health [1]. Group 2: Analyst Background - The analyst has 10 years of experience in investment banking and has passed all CFA Program exams, suggesting a high level of expertise in evaluating investment opportunities [1].

The company was celebrated for its achievements in virtual learning and game-based curriculumRESTON, Va., May 28, 2025 (GLOBE NEWSWIRE) -- K12, a Stride, Inc. portfolio brand, was awarded two Gold Stevie® Awards at the 23rd Annual American Business Awards. Selected from 3,600 nominations worldwide, K12 was recognized for its commitment to transforming learning through personalized, engaging, and effective educational experiences. K12 Skills Arcade earned the Gold Stevie award for Game-Based Curriculum Solu ...

Group 1 - Stride Inc. has been named "Stock to Study" by BetterInvesting Magazine for August 2025, indicating potential interest from investors regarding its valuation [1][2] - The upcoming report will provide comprehensive fundamental data on Stride, including sales, earnings, pre-tax profit, and return on equity [2] - The same issue will also feature a fundamental review of Amgen Inc., which is considered undervalued by the Editorial Advisory and Securities Review Committee [3] Group 2 - The Editorial Advisory and Securities Review Committee consists of several CFA members, indicating a level of expertise in their evaluations [3] - BetterInvesting is a nonprofit organization focused on investment education, having empowered over 5 million individuals since its inception in 1951 [5]

Core Viewpoint - Stride, Inc. (LRN) has demonstrated strong stock performance with a 48.7% increase year-to-date, significantly outperforming the Zacks Schools industry and the broader market [1][3]. Enrollment Growth - The company has experienced record enrollment growth, particularly in its Career Learning segment, with overall enrollment increasing by 20% year-over-year [4][5]. - Enrollment in General Education grew by 12.8% to 137,500 students, while Career Learning enrollment surged by 32% to 96,000 students [4]. Revenue Performance - Stride's total revenues for the first nine months of fiscal 2025 reached $1.75 billion, reflecting a 16.3% year-over-year growth [5]. - The company has raised its fiscal 2025 revenue guidance to between $2.37 billion and $2.385 billion, indicating a year-over-year increase of 16.2% to 16.9% from $2.04 billion reported in fiscal 2024 [7]. Future Outlook - Stride is focusing on achieving its fiscal 2028 targets, projecting revenues between $2.70 billion and $3.30 billion, which represents a 10% compound annual growth rate (CAGR) from fiscal 2023 [10]. - Adjusted operating income is expected to be between $415 million and $585 million, with a projected CAGR of 20% [10]. Market Trends - The demand for career education and online program alternatives is driving Stride's growth, supported by its diverse product offerings and strategic initiatives [2][4]. - The favorable regulatory environment under the current administration is expected to further benefit Stride's business model [11]. Earnings Estimates - Analysts have revised fiscal 2025 and 2026 earnings estimates upward, with fiscal 2025 indicating a 51.2% year-over-year growth rate [12]. - Current earnings per share (EPS) estimates for fiscal 2025 are projected at $7.09, with a rise to $7.76 in fiscal 2026 [13]. Valuation - Stride is currently trading at a premium compared to its industry peers based on a forward 12-month price-to-earnings (P/E) ratio, reflecting strong market potential [17]. Investment Considerations - The combination of robust enrollment growth, strategic initiatives, and favorable market trends positions Stride well for future profitability [19][20]. - Investors are encouraged to consider adding Stride to their portfolios based on the positive technical indicators and market demand trends [21].

Group 1 - The article highlights the availability of high-quality analysis on Wall Street buying and selling ideas through a subscription service called Beyond the Wall Investing [1] - Daniel Sereda, the chief investment analyst, manages investments across various asset classes and regions, emphasizing the importance of filtering vast amounts of data for critical insights [1] - The investing group provides access to information prioritized by institutional market participants, enhancing the quality of investment analysis [1] Group 2 - The article does not provide specific company or industry-related content beyond the general information about the investment analysis service [2]

Winning entries to earn a share of $15,000 in prizesRESTON, Va., May 13, 2025 (GLOBE NEWSWIRE) -- K12, a Stride, Inc. portfolio brand, announces the launch of its 19th Annual Art Competition, opening for submissions on May 13, 2025. The contest is open to all kindergarten through 12th grade students nationwide and offers young artists the opportunity to compete for a share of $15,000 in prizes. Designed to celebrate creativity and student expression, the K12 Art Competition invites original submissions acro ...

Reston, VA, May 05, 2025 (GLOBE NEWSWIRE) -- K12 Tutoring, a Stride, Inc. company, is proud to announce its approval as a vendor for the Oregon Department of Education’s High-Dosage Tutoring program. Through the Early Literacy Success School District Support (ELDDS) Grant, K12 Tutoring will collaborate with Oregon schools to provide high-quality, individualized tutoring services that meet the needs of the state’s youngest learners. The National Assessment of Education Progress revealed that Oregon elementa ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in identifying high-growth investment opportunities [1] - It highlights the significance of combining risk management with long-term value creation in investment strategies [1] Company Analysis - The analyst has over 20 years of experience in equity valuation and market trends, indicating a strong background in assessing company performance [1] - The former Vice President at Barclays has led teams in model validation and stress testing, showcasing expertise in regulatory finance [1] Industry Trends - There is a keen interest in macroeconomic trends and corporate earnings, which are critical for understanding market dynamics [1] - The focus on data-driven insights suggests a growing reliance on quantitative analysis in investment decision-making [1]