Core Insights - Stride, Inc. (LRN) has experienced a 20% year-over-year growth in enrollment, reaching approximately 233,500 students during the first nine months of fiscal 2025, driven by positive market sentiment for online education and diversified program offerings [1][8] - The company is strategically focusing on enhancing brand visibility through innovative marketing strategies while managing to reduce selling, general, and administrative expenses as a percentage of total revenues [2][4][3] Enrollment and Market Trends - Enrollment trends have continued to rise despite limitations on marketing spend, indicating strong demand for Stride's diverse offerings, which include K-12 and career-learning programs [2][8] - The favorable market backdrop and ongoing regulatory reforms in the U.S. education sector suggest a bright outlook for Stride's enrollment prospects [4] Financial Performance - Stride's selling, general, and administrative expenses decreased by 360 basis points year-over-year to 22.9% of total revenues, reflecting improved operational efficiency [4][8] - The stock has shown a price increase of 31.1% year-to-date, outperforming the Zacks Schools industry and the broader market [5][8] Competitive Positioning - Stride's stock is currently trading at a forward price-to-sales (P/S) ratio of 2.29, which is considered a discount compared to peers like Chegg (0.36) and Grand Canyon Education (4.44) [10][11] - Earnings estimates for fiscal 2025 and 2026 remain unchanged at $7.09 and $7.76 per share, respectively, indicating expected year-over-year growth of 51.2% and 9.4% [12]

Core Insights - Stride, Inc.'s (LRN) career learning portfolio is well-positioned for growth due to increasing demand for non-college degrees and online education options [1][2] - The company's focus on career learning and adult certification programs is yielding positive results, with significant enrollment and revenue growth [2][8] Enrollment and Revenue Growth - Stride's Career Learning segment experienced a 33.7% year-over-year enrollment growth in Q3 of fiscal 2025, with revenues increasing by 26.4% to $242.6 million [2][8] - For the first nine months of fiscal 2025, enrollment in the Career Learning segment grew by 32% year over year [2] Market Demand and Competitive Advantage - Stride offers career-focused programs in high-demand industries such as information technology, healthcare, and general business, providing a competitive edge in the education sector [3] - The shift in demand towards career-focused and tech-based alternatives is driving the company's strategic expansion [2] Funding Environment and Strategic Investments - Early indicators suggest a long-term positive funding environment due to ongoing state budget processes [4] - Stride's investments in diversifying offerings and personalizing the learning model are expected to support long-term growth [4] Stock Performance and Valuation - Stride's shares have increased by 36.2% year-to-date, outperforming peers in the education sector [5][8] - The stock is trading at a forward 12-month price-to-earnings (P/E) ratio of 19.95X, indicating strong market potential despite being at a premium compared to industry peers [10] 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% [12]

American Public Education, Inc.’s (APEI) shares have moved up 12.6% since it released its first-quarter 2025 results on May 12, 2025, significantly outperforming the Zacks Schools industry, the broader Zacks Consumer Discretionary sector and the S&P 500 Index. The detailed price performance is shown in the chart below.Image Source: Zacks Investment ResearchThe reported quarter’s adjusted earnings and total revenues topped the Zacks Consensus Estimate and grew year over year. Owing to the quarterly results a ...

Adtalem Global Education (ATGE) Q3 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Jay Spitzer - Vice President & Investor RelationsSteve Beard - Chairman & CEOBob Phelan - Senior Vice President and Chief Financial OfficerJack Slevin - VP - Healthcare Services Equity ResearchAlex Paris - President & Senior MD Conference Call Participants Jeffrey Silber - Senior AnalystSteven Pawlak - Equity Research Analyst Operator Greetings, and welcome to the Adtalem Global Education Third Quarter twenty ...

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 ...

K12 (LRN) came out with quarterly earnings of $2.02 per share, missing the Zacks Consensus Estimate of $2.09 per share. This compares to earnings of $1.60 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of -3.35%. A quarter ago, it was expected that this online education company would post earnings of $1.97 per share when it actually produced earnings of $2.03, delivering a surprise of 3.05%. Over the last four quarters, the co ...

Industry Overview - Software has become central to technological innovation, benefiting from increased demand for digital transformation and cloud migration, although weakened consumer spending is impacting the industry [1] - Enterprises are delaying large IT expenditures due to a challenging global economy characterized by inflation, high interest rates, and unfavorable foreign exchange rates, which may negatively affect earnings this season [1] Positive Trends - The rise of software-as-a-service (SaaS), cloud platform migration, and demand for hybrid work solutions are significant tailwinds for companies like Affirm Holdings, Block, BILL Holdings, and Atlassian [2] - Increased adoption of cloud services, IoT, AR/VR devices, and 5G deployment are expected to enhance software stock performance this earnings season [3] - The growing threat of cyberattacks is driving enterprises to invest more in cloud-based security solutions, favoring software-defined models over traditional hardware [4] Business Models and Innovations - A customer-centric approach allows users to perform actions with minimal provider intervention, while pay-as-you-go and subscription models ensure recurring revenues [5] - The proliferation of AI-powered solutions in various sectors is expected to benefit industry players [6] Company-Specific Insights - Affirm Holdings is set to report Q3 fiscal 2025 results with a Zacks Rank 1 and an Earnings ESP of +63.27%, projecting revenues of $783.1 million, a 35.9% year-over-year increase [9][10] - Block is scheduled to report Q1 2025 results with an Earnings ESP of +7.52% and a Zacks Rank 3, estimating revenues of $6.18 billion, reflecting a 3.8% year-over-year improvement [13][14] - BILL Holdings is expected to report Q3 fiscal 2025 results with a Zacks Rank 3 and an Earnings ESP of +0.30%, forecasting revenues of $354.8 million, a 9.8% increase year-over-year [15][16] - Atlassian is set to report Q3 fiscal 2025 results with a Zacks Rank 3 and an Earnings ESP of +0.93%, estimating revenues of $1.35 billion, compared to $1.19 billion in the year-ago quarter [18][19]

Grand Canyon Education (LOPE) Q4 2024 Earnings Call February 19, 2025 04:30 PM ET Company Participants Daniel Bachus - Chief Financial OfficerBrian Mueller - President and Chief Executive OfficerAlexander Paris - President & Senior MD Conference Call Participants Jeffrey Meuler - AnalystJeffrey Silber - Senior Analyst Operator Good day and thank you for standing by. Welcome to the Q4 twenty twenty four Grand Canyon Education Earnings Conference Call. At this time, all participants are in a listen only mode. ...