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 ...

Chicago’s junk-rated public school district intends to sell an undisclosed amount of bonds next week for capital projects, laying out its first plans for new debt days after the board passed a controversial budget https://t.co/fRA468aB26 ...

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]

Is The Charter School Business Cooling? https://t.co/I8cdFemmk1 https://t.co/RkeeCBXzOM ...

Company Performance - Perdoceo Education (PRDO) has returned approximately 24.1% year-to-date, outperforming the Consumer Discretionary sector's average return of 11.8% [4] - The Zacks Consensus Estimate for PRDO's full-year earnings has increased by 1.2% over the past 90 days, indicating improving analyst sentiment [3] Industry Context - Perdoceo Education is part of the Schools industry, which consists of 18 individual stocks and currently ranks 33 in the Zacks Industry Rank, with an average gain of 8% this year [5] - The Consumer Discretionary sector includes 253 individual stocks and holds the 9 position in the Zacks Sector Rank [2] Comparison with Peers - Another notable performer in the Consumer Discretionary sector is Rush Street Interactive, Inc. (RSI), which has achieved a year-to-date return of 58.9% [4] - Rush Street Interactive is categorized under the Gaming industry, which has 39 stocks and is ranked 105, with an industry return of +24.3% since the beginning of the year [6]

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]

Industry Trend - Charter school business 是否正在降温 [1] Information Source - 信息来源为一篇网络文章，可能包含观点和新闻 [1]

Financial Performance - Chicago Public Schools rely heavily on property taxes, typically received in two installments around March and August [1] - A computer glitch has delayed the issuance of property tax bills, potentially delaying the receipt of critical cash flow for weeks or even months, possibly until October [2] - The school district faces a $734 million budget deficit for fiscal year 2026 [4] - Tax anticipation notes are used as a short-term borrowing mechanism to bridge the gap until tax revenues are received [4] - The school district's short-term borrowings have been increasing in recent years due to cash flow pressures [4] Budget and Expenditure - The school district is currently in negotiations and has presented a budget proposal for fiscal year 2026, which began on July 1st [3][4] - The school board is expected to vote on the budget on August 28th [4] - The school district may need to cut costs due to the delayed tax revenue [3]

What's Driving the Outperformance? The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on August 6, 2025, Grand Canyon Education reported EPS of $1.53 versus consensus estimate of $1.37. For the current fiscal year, Grand Canyon Education is expected to post earnings of $9.07 per share on $1.1 in revenues. This represents a 12.81% change in EPS on a 6.85% change in revenues. For the next ...

Group 1 - Lincoln Educational Services Corporation (LINC) reported quarterly earnings of $0.09 per share, exceeding the Zacks Consensus Estimate of $0.04 per share, and showing an increase from $0.06 per share a year ago, representing an earnings surprise of +125.00% [1] - The company posted revenues of $116.47 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.99%, and an increase from $102.91 million year-over-year [2] - Lincoln Educational Services has outperformed the S&P 500, with shares increasing about 50.1% since the beginning of the year compared to the S&P 500's gain of 8.6% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $129.27 million, and for the current fiscal year, it is $0.72 on revenues of $490.47 million [7] - The Zacks Industry Rank indicates that the Schools industry is currently in the top 12% of over 250 Zacks industries, suggesting a favorable outlook for companies within this sector [8]