Consumer Defensive · Education Training Services · NYSE
Stride (LRN) is a Consumer Defensive company in the Education Training Services industry. It has a market capitalization of $3.15B, a trailing price-to-earnings ratio of 9.1 and a free-cash-flow yield of 10.0%. Over the most recent reported fiscal year, revenue grew 4.7% and free cash flow per share fell 2.6%. Nama's AI scorecard rates it Buy, 8.4 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 8.4/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Middle · +12.7% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-56.2%
How far the last close sits under the highest price of the past five years.
Market cap
$3.15B
Trailing P/E
9.1
Price / book
1.9
Price / sales
1.2
FCF yield
10.0%
Dividend yield
—
Gross margin
37.4%
Operating margin
18.4%
Net margin
13.2%
Revenue growth (YoY)
+4.7%
Revenue growth (3-yr annual)
+11.1%
EPS growth (YoY)
+15.9%
FCF/share growth (YoY)
-2.6%
Beta
0.1
Exchange
NYSE
Sector
Consumer Defensive
Industry
Education Training Services
LRN earnings
Next report: Jan 26, 2027 (Q2 2027, EPS estimate $2.44).
Beat the EPS estimate in 4 of 4 recent quarters.
Quarter
Reported
EPS
Estimate
Surprise
Revenue
Q1 2027
Oct 20, 2026
$1.37
$1.29
+6.2%
$639.38M
Q4 2026
Aug 4, 2026
$2.12
$1.91
+11.0%
$636.06M
Q3 2026
Apr 28, 2026
$2.30
$2.21
+4.1%
$629.87M
Q2 2026
Jan 27, 2026
$2.50
$2.32
+7.8%
$631.26M
LRN analyst price target
Median target $102.50 from 2 analysts, ranging $90.00 – $115.00.
Nama's AI scorecard currently rates Stride Buy (8.4 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is LRN's P/E ratio?
Stride trades at a trailing price-to-earnings ratio of 9.1.
When does LRN report earnings?
Stride's next scheduled report is on Jan 26, 2027. Analysts expect EPS of $2.44.
What is the LRN price target?
The median analyst price target from 2 analysts is $102.50, with a range of $90.00 – $115.00.
Is LRN Shariah compliant?
Nama's AAOIFI-style screen reads Stride as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.