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].

Stride (LRN) Q3 2025 Earnings Call April 29, 2025 09:53 PM ET Speaker0 Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Stride Incorporated Third Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. If you would like to ask a question during that time, ...

Stride (LRN) Q3 2025 Earnings Call April 29, 2025 05:00 PM ET Company Participants Timothy Casey - VP Investor RelationsJames Rhyu - CEODonna Blackman - Chief Financial OfficerPatrick Mcilwee - Equity Research AssociateAlex Paris - President & Senior MD Conference Call Participants Jason Tilchen - Director & Senior Equity research AnalystGreg Parrish - AnalystJeff Silber - Senior Analyst Operator Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. ...