Stride (LRN) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $1.37
- Estimate
- $1.29
- Surprise
- +5.9%
- Score at report (before → after)
- 6.2 → 6.4/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Stride (LRN) beat the $1.29 estimate with adjusted EPS of $1.37 — a clear 5.9% upside surprise. TrendMatrix's engine moved from Buy (Wait) (6.2/10) to Hold at 6.4/10 after the report.
Coverage in the report window
- Stride Sees Q2 Sales $625.000M-$645.000M vs $637.833M Est — benzinga, 2026-10-20
Where TrendMatrix's rating stands now
TrendMatrix currently rates LRN Hold at 6.4/10.
4 of the last 4 quarters beat the estimate; this quarter's +5.9% surprise compares with a +7.1% four-quarter average.
What supports the rating
- Sector modifier (Consumer Defensive): +0.8
- Strong earnings beat streak (4/4)
What argues against it
- Concentration risk — Supplier: single vendor for learning kits
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $78.95
- Price target
- $91.38
- Stop
- $74.21
- Upside to target
- +15.7%
- Reward-to-risk
- 2.6:1
The stock trades at 11.1× trailing but 8.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: trading volume is running 2.1× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-10-21 — shown for context, not personalized investment advice.
LRN at TrendMatrix's latest read
Defensive staples are judged on margin resilience: pricing power against input costs matters more here than top-line drama.
- Industry
- Education & Training Services
- Market cap
- $3.28B
- P/E (fwd)
- 8.5
- P/E (ttm)
- 11.1
- 52-week range
- $60.61–$155.06
- Off 52-week high
- 49.1%
- RSI (14)
- 53
- Volume vs avg
- 2.09×
- Score today
- 6.4/10