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 · Editorial policy
Key numbers
- Adjusted EPS
- $1.37
- Estimate
- $1.29
- Surprise
- +5.9%
- Revenue (period 2026-09-30)
- $639.4M
- Score at report (before → after)
- 6.2 → 6.4/10
Revenue source: xbrl.
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.
Where TrendMatrix's rating stands now
TrendMatrix currently rates LRN Sell at 6.0/10.
4 of the last 4 quarters beat the estimate; this quarter's +5.9% surprise compares with a +7.1% four-quarter average. Next scheduled report: 2027-01-26.
What argues against it
- Concentration risk — Supplier: single vendor for learning kits
- Risk below floor (3.5 < 4.0)
- Momentum score 3.3/10 — below 4.5 minimum
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
- $76.70
- Price target
- $87.13
- Stop
- $71.33
- Upside to target
- +13.6%
- Reward-to-risk
- 1.6:1
The stock trades at 10.4× trailing but 7.9× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-10 — 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
- $3.18B
- P/E (fwd)
- 7.9
- P/E (ttm)
- 10.4
- 52-week range
- $60.61–$103.67
- Off 52-week high
- 26.0%
- RSI (14)
- 51
- Volume vs avg
- 0.18×
- Score today
- 6.0/10