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Stride, Inc. (LRN) Stock Analysis

Range Bound setup

HoldModerate Confidence

Consumer Defensive · Education & Training Services

Hold if already holding. Not a fresh buy at $89.82, but acceptable to hold if already in. Reasons: Concentration risk — Supplier: single vendor for learning kits; Thin upside margin: 7.4%.

Stride operates an online K-12 education platform serving students through public virtual and blended schools across 31 U.S. states for General Education and 27 states for Career Learning, alongside Adult Learning programs. Revenue is primarily derived from per-pupil government... Read more

$89.82+7.4% A.UpsideScore 5.3/10#10 of 15 Education & Training Services
QualityF-score8 / 9FCF yield5.69%
Stop $83.53Target $96.47(analyst − 15%)A.R:R 0.8:1
Analyst target$113.50+26.4%2 analysts
$96.47our TP
$89.82price
$113.50mean
$125

Hold if already holding. Not a fresh buy at $89.82, but acceptable to hold if already in. Reasons: Concentration risk — Supplier: single vendor for learning kits; Thin upside margin: 7.4%. Chart setup: RSI 43 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 5.3/10, moderate confidence.

Passes 6/9 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 77d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: aggressive.

Recent Developments — Stride, Inc.

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
Sector modifier (Consumer Defensive): +0.8
Strong earnings beat streak (4/4)
Attractive valuation
Risks
Concentration risk — Supplier: single vendor for learning kits
Thin upside margin: 7.4%
Weak growth

Key Metrics

P/E (TTM)14.1
P/E (Fwd)10.3
Mkt Cap$3.8B
EV/EBITDA6.8
Profit Mgn12.2%
ROE20.1%
Rev Growth2.7%
Beta0.13
DividendNone
Rating analysts9

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C1.82bearish
IV46%normal
Max Pain$210+133.8% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHSuppliersingle vendor for learning kits
    10-K Item 1A: 'Any failure by the single vendor we use to manage, receive, assemble and ship our learning kits and printed educational materials'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

3 floor-breakers·1 ceiling hit

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
1.1
Revenue Growth
3.2

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Ma Position
1.0
Rsi
4.5
Obv
10.0
Volume accumulation (rising OBV)Below 200-MA, MA slope -6.0%/30d — confirmed downtrend

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
0.7
Value Rank
6.5
Quality Rank
6.6
GatesMomentum 3.1<4.5A.R:R 0.8 < 1.5@spotDeath cross (50MA < 200MA)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 77d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
43 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $84.12Resistance $102.49

Price Targets

$84
$96
A.Upside+7.4%
A.R:R0.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 3.1/10 — below 4.5 minimum
! Reward/Risk 0.8:1 at current price — below 1.5:1 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-08-04 (77d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is LRN stock a buy right now?

Hold if already holding. Not a fresh buy at $89.82, but acceptable to hold if already in. Reasons: Concentration risk — Supplier: single vendor for learning kits; Thin upside margin: 7.4%. Chart setup: RSI 43 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $96.47 (+7.4%), stop $83.53 (−7.5%), A.R:R 0.8:1. Score 5.3/10, moderate confidence.

What is the LRN stock price target?

Take-profit target: $96.47 (+7.4% upside). Target $96.47 (+7.4%), stop $83.53 (−7.5%), A.R:R 0.8:1. Stop-loss: $83.53.

What are the risks of investing in LRN?

Concentration risk — Supplier: single vendor for learning kits; Thin upside margin: 7.4%; Weak growth.

Is LRN overvalued or undervalued?

Stride, Inc. trades at a P/E of 14.1 (forward 10.3). TrendMatrix value score: 9.1/10. Verdict: Hold.

What do analysts say about LRN?

9 analysts cover LRN with a consensus score of 4.2/5. Average price target: $114.

What does Stride, Inc. do?Stride operates an online K-12 education platform serving students through public virtual and blended schools across 31...

Stride operates an online K-12 education platform serving students through public virtual and blended schools across 31 U.S. states for General Education and 27 states for Career Learning, alongside Adult Learning programs. Revenue is primarily derived from per-pupil government funding paid to the schools it serves; approximately 8,600 employees support 89 General Education and 56 Career Learning schools.

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