Activist investor snags board seats at Stride Inc., will steer capital plan
An activist investment firm that recently acquired a small stake in Reston's Stride Inc. will suddenly have a big say the ...
Model output · Signal date 2026-10-16
Stride, Inc. (LRN) Stock Forecast Oct. 16, 2026
Analysis updated on Oct. 16, 2026 (UTC) · Alpha · vs marketSwitch to Total · NYSE
Rating · 90D
▼ Bearish
Exact rating locked
90-day forecast
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30-day forecast
Alpha
Rank in coverage
Bottom 35%
of 5172 stocks scored
Rank correlation · 90D
23.0%
Spearman, 357 dates
Market Cap
$3.42B
mid-cap · #6 of 28 peers
Summary
Stride, Inc. (LRN) stock forecast summary
Our AI ranks Stride, Inc. outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
Stride, Inc. is a mid-cap company with a market capitalization of $3.42B. It ranks number 6 by market capitalization among the 28 Services-Educational Services issuers in our coverage with a current forecast.
For LRN, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 23.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is -11.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +1.8%, buy ≥ +0.2%, sell < -0.9%, strong sell < -1.2% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-16 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, LRN included.
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LRN price chart and AI forecast
Cross-section · 2026-10-16
How LRN ranks among 5172 stocks
90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Fundamentals · 2026-06-30
Stride, Inc. (LRN) fundamentals
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Services-Educational Services peers listed below that report each metric.
Valuation & Market
| Metric | LRN | Rank |
|---|---|---|
| Market Cap | $3.42B | 6/28 |
| P/E Ratio | 11.54x | 12/13 |
| P/B Ratio | 2.10x | 12/21 |
| EPS | $7.14 | – |
| Book Value/Share | $39.28 | – |
| Revenue/Share | $60.59 | – |
| FCF/Share | $10.42 | – |
Profitability & Margins
| Metric | LRN | Rank |
|---|---|---|
| ROE | 20.7% | 3/13 |
| ROA | 13.9% | 2/16 |
| ROIC | 21.0% | 3/17 |
| Gross Margin | 37.8% | 7/11 |
| Operating Margin | 17.9% | 5/18 |
| Net Margin | 13.4% | 4/15 |
| EBT Margin | 17.5% | 5/18 |
| Tax Rate | 23.3% | – |
Financial Health
| Metric | LRN | Rank |
|---|---|---|
| Current Ratio | 5.94x | 3/26 |
| Quick Ratio | 5.81x | 2/10 |
| D/E Ratio | 0.49x | 15/21 |
| Financial Leverage | 1.49x | 14/20 |
| Working Capital | $1.43B | 1/25 |
Cash Flow
| Metric | LRN | Rank |
|---|---|---|
| Operating Cash Flow | $434M | 2/22 |
| Free Cash Flow | $433M | 1/12 |
| Capital Spending | -$590K | 2/12 |
| OCF Growth YoY | 0.2% | 7/15 |
| FCF Growth YoY | 0.5% | 5/10 |
| FCF/Sales | 17.2% | 3/12 |
| CapEx/Sales | 0.0% | 12/12 |
Operational Efficiency
| Metric | LRN | Rank |
|---|---|---|
| Asset Turnover | 1.03x | 7/14 |
| Receivables Turnover | 3.8x | 12/12 |
| Inventory Turnover | 41.0x | 2/6 |
| Fixed Assets Turnover | 24.7x | 3/13 |
| Days Sales Outstanding | 96 days | 1/12 |
| Days Inventory | 9 days | 5/6 |
| Payables Period | 11 days | 10/11 |
| Cash Conversion Cycle | 94 days | – |
Income Statement
| Metric | LRN | Rank |
|---|---|---|
| Total Revenue | $2.52B | 1/14 |
| Operating Income | $451M | 1/21 |
| Net Income | $338M | 2/16 |
| SG&A Expense | $500M | 3/11 |
| Cost of Goods Sold | $1.57B | 1/14 |
Dividend & Shareholder Information
| Metric | LRN | Rank |
|---|---|---|
| Shares Outstanding | 42M | – |
| Net Income Growth | 17.4% | 4/13 |
| EPS Growth | 20.0% | 5/13 |
Balance Sheet Highlights (USD millions)
| Total Current Assets | $1.72B | 70.5% of assets |
| Cash & Short-term Investments | $754M | 31.0% of assets |
| Accounts Receivable | $665M | 27.3% of assets |
| Inventory | $38M | 1.6% of assets |
| Total Liabilities | $803M | 33.0% of assets |
| Short-term Debt | $242M | 9.9% of assets |
Quarterly Financial Reports
LRN quarterly financials and insider trading
Industry Peers · Services-Educational Services
Stride, Inc. (LRN) industry peers
Companies classified under the same SEC industry code as Stride, Inc. (Services-Educational Services): 29 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Alpha) | Market Cap |
|---|---|---|
| LRN Stride, Inc. | ▼ | $3.42B |
| TAL Tal Education Group | ▲ | $6.83B |
| LAUR Laureate Education, Inc. | ▼ | $5.32B |
| GHC Graham Holdings Co | ▼ | $5.17B |
| CVSA Covista Inc. | ▼ | $4.31B |
| LOPE Grand Canyon Education, Inc. | ▼ | $4.21B |
| PRDO Perdoceo Education Corp | ▶ | $2.11B |
| STRA Strategic Education, Inc. | ▼ | $1.81B |
| UTI Universal Technical Institute Inc | ▶ | $1.13B |
| APEI American Public Education Inc | ▼ | $900M |
| PXED Phoenix Education Partners, Inc. | ▲ | $852M |
| LINC Lincoln Educational Services Corp | ▶ | $705M |
| LGCY Legacy Education Inc. | ▲ | $133M |
| NRDY Nerdy Inc. | ▲ | $86M |
| CHGG Chegg, Inc | ▲ | $81M |
| LFS Leifras Co., Ltd. | ▶ | $57M |
| YOUL Youlife Group Inc. | ▶ | $22M |
| AACG Ata Creativity Global | ▲ | $20M |
| EDTK Skillful Craftsman Education Technology Ltd | ▲ | $15M |
| PCSV Pcs Edventures!, Inc. | ▶ | $14M |
| BRWC Birdie Win Corp | ▶ | $6M |
| VSA Visionsys Ai Inc | ▼ | $5M |
| AMBO Ambow Education Holding Ltd. | ▶ | $5M |
| LXEH Lixiang Education Holding Co. Ltd. | ▼ | $3M |
| BOXL Boxlight Corp | ▼ | $2M |
| KIDZ Kidz Ai Inc. | ▼ | $1M |
| DWAY Driveitaway Holdings, Inc. | ▼ | $1M |
| RPDL Rapid Line Inc. | ▼ | $450K |
| KPEA Kun Peng International Ltd. | ▶ | N/A |
Where LRN sits on the market map
Trade & Services · Services-Educational Services
News
Stride, Inc. (LRN) stock news
Stride to Appoint Steven Guttentag and Dylan Haggart to Board of Directors and Form Capital Allocation Committee
Stride and Fivespan Partners Enter into Cooperation Agreement Company to Share Target Capital Structure and Capital ...
Stride, Inc. Forms Cooperation Pact with Fivespan, Adds Dylan Haggart to Board
On October 8, 2026, Stride finalized a Cooperation Agreement with Fivespan Partners, LP and affiliated entities, including ...
FAQ
Stride, Inc. (LRN) stock forecast FAQ
What is the Stride, Inc. (LRN) stock forecast?
Our AI ranks Stride, Inc. outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
How accurate are Stride, Inc. stock predictions?
For LRN, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 23.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is -11.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
How often are Stride, Inc. forecasts updated?
Stride, Inc. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 16, 2026.
Which companies are Stride, Inc.'s industry peers?
29 issuers in our coverage, LRN included, share the SEC industry code Services-Educational Services. The largest are: Tal Education Group (TAL), Laureate Education, Inc. (LAUR), Graham Holdings Co (GHC), Covista Inc. (CVSA), Grand Canyon Education, Inc. (LOPE), Perdoceo Education Corp (PRDO).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.