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K-12 Education Is Changing: Can Stride Lead the Next 25 Years?
ZACKS· 2025-07-25 16:56
Core Insights - Stride, Inc. (LRN) is experiencing significant growth in digital education, with a 17.8% year-over-year revenue increase to $613.4 million in fiscal Q3 2025, driven by a 21% rise in total enrollment [1][9] - The company is addressing the rising demand for non-traditional education options, as evidenced by a Gallup Poll indicating that nearly 90% of parents are exploring non-college career paths for their children [2] - Stride has raised its full-year revenue and operating income guidance for fiscal 2025, indicating strong fundamentals with adjusted operating income up 47% and gross margin expanding to 40.6% [3] Financial Performance - Career learning revenue surged 33% to $223.9 million, supported by a 34% growth in enrollment within that segment [1][9] - The company is on track to exceed its 2028 CAGR targets by three years, showcasing its robust growth trajectory [3] Competitive Landscape - Competitors like Chegg and Coursera are also evolving in the digital education space, with Chegg focusing on AI-driven learning support and Coursera expanding into online credentialing and dual-enrollment programs [5][6] - Stride must continue to differentiate its offerings to maintain its leadership position in the K-12 education sector [6] Stock Performance - Stride's stock has trended downward by 8.3% over the past three months, underperforming both the Zacks Schools industry and the S&P 500 index [7] Valuation Metrics - Stride's stock is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 2.17, indicating a discount compared to industry peers [11] Earnings Estimates - Earnings estimates for fiscal 2025 and 2026 remain unchanged at $7.09 and $7.76 per share, respectively, implying year-over-year growth of 51.2% and 9.4% [13]
Vallourec Completes the Disposal of Serimax
Globenewswire· 2025-07-25 16:00
VALLOUREC COMPLETES THE DISPOSAL OF SERIMAX Meudon (France), July 25th, 2025 – Vallourec, a world leader in premium seamless tubular solutions, announces today that it has finalized on July 24th the disposal process of Serimax, Vallourec’s subsidiary specializing in manual and mechanized orbital welding solutions, for an enterprise value of €79 million.a This transaction is part of Vallourec’s initiatives to rationalize its invested capital and focus the Group on its core business as a premium seamless tub ...
DON: The Dividend Focus Doesn't Justify The Higher Fees
Seeking Alpha· 2025-07-25 03:22
The WisdomTree U.S. MidCap Dividend Fund ETF (NYSEARCA: DON ), launched on 06/16/2006 by WisdomTree Inc. and co-managed by WisdomTree Asset Management, Inc. and Mellon Investments Corporation, provides dividend-focused exposure to the mid-cap segment of the U.S. equity market. It charges 0.38% as an expense ratioAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this a ...
Honeywell: A Solid Q2 With A Caveat
Seeking Alpha· 2025-07-24 22:00
Tired of effortful investing strategies with uncertain prospects? As a former deep value investor, I learned to appreciate the benefits of a dividend-focused value strategy several years ago. My strategy puts an emphasis on capital preservation and steadily growing income.I write primarily about stocks I hold in my diversified dividend stock portfolio, which emphasizes high-quality value stocks that offer meaningful growth and long-term safety.Feel free to reach out to me via direct messaging here, on Twitt ...
Edwards(EW) - 2025 Q2 - Earnings Call Transcript
2025-07-24 22:00
Edwards Lifesciences (EW) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Speaker0Greetings, and welcome to the Edwards Lifesciences Second Quarter twenty twenty five Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. I will now turn the conference over to your host, Mark Wilterding, Senior Vice President, Global Finance.Thank you. You may begin.Speaker1Thank you ...
Union Pacific(UNP) - 2025 Q2 - Earnings Call Transcript
2025-07-24 13:45
Union Pacific (UNP) Q2 2025 Earnings Call July 24, 2025 08:45 AM ET Speaker0Greetings, and welcome to the Union Pacific Second Quarter twenty twenty five Earnings Call. At this time, all participants are in listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded and the slides for today's presentation are available on Union Pacific's website. It It's now my pleasure to introduce your host, Mr.Jim Vena, Chief Executive Office ...