Stride (NYSE:LRN) Cut to Hold at Wall Street Zen

Wall Street Zen lowered shares of Stride (NYSE:LRN) from a buy rating to a hold rating in a research note published on Sunday.

LRN has been the topic of a number of other reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Stride in a report on Monday, December 22nd. Canaccord Genuity Group boosted their price target on shares of Stride from $165.00 to $175.00 and gave the stock a “buy” rating in a research note on Friday, October 24th. Morgan Stanley reduced their price target on shares of Stride from $130.00 to $95.00 and set an “equal weight” rating on the stock in a research report on Wednesday, December 17th. Barrington Research decreased their price objective on Stride from $185.00 to $125.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 29th. Finally, BMO Capital Markets set a $108.00 target price on Stride and gave the stock a “market perform” rating in a report on Wednesday, October 29th. Three analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Stride presently has an average rating of “Hold” and a consensus price target of $125.75.

Stride Trading Down 1.6%

Shares of NYSE:LRN opened at $65.54 on Friday. The stock’s 50-day simple moving average is $74.13 and its two-hundred day simple moving average is $120.77. The stock has a market capitalization of $2.87 billion, a price-to-earnings ratio of 10.11, a PEG ratio of 0.40 and a beta of 0.03. Stride has a 52-week low of $60.61 and a 52-week high of $171.17. The company has a debt-to-equity ratio of 0.32, a quick ratio of 6.69 and a current ratio of 6.78.

Stride (NYSE:LRN) last released its quarterly earnings results on Tuesday, October 28th. The company reported $1.52 EPS for the quarter, beating the consensus estimate of $1.23 by $0.29. The firm had revenue of $620.88 million during the quarter, compared to analyst estimates of $615.50 million. Stride had a net margin of 12.76% and a return on equity of 26.29%. The business’s revenue for the quarter was up 12.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.94 EPS. Analysts expect that Stride will post 6.67 EPS for the current year.

Hedge Funds Weigh In On Stride

A number of institutional investors have recently modified their holdings of LRN. Newbridge Financial Services Group Inc. purchased a new position in Stride during the 2nd quarter valued at about $25,000. Financial Management Professionals Inc. purchased a new stake in Stride in the third quarter valued at about $26,000. Twin Peaks Wealth Advisors LLC acquired a new stake in Stride in the 2nd quarter worth approximately $30,000. Penserra Capital Management LLC acquired a new stake in shares of Stride during the second quarter worth $27,000. Finally, Northwestern Mutual Wealth Management Co. lifted its position in Stride by 78.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 193 shares of the company’s stock worth $28,000 after acquiring an additional 85 shares during the period. 98.24% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Stride

Here are the key news stories impacting Stride this week:

• Positive Sentiment: Several Wall Street analysts show meaningful upside to current levels: the consensus of analyst price targets implies a potential ~57.7% rally, highlighting upside if earnings execution and guidance improve. Wall Street Analysts Believe K12 (LRN) Could Rally
• Positive Sentiment: Analyst commentary highlights margin expansion and solid interest-coverage metrics (improved adjusted operating and EBITDA margins), which can support cash flow and valuation if enrollment/revenue trends stabilize. Can Stride’s Margin Focus Outweigh Its Flat Revenue Per Pupil? 4 Stocks With Solid Interest Coverage
• Neutral Sentiment: Brokerage coverage remains cautious overall — consensus recommendation noted as “Hold,” indicating mixed views among analysts despite the upside targets and margin commentary. Stride Receives Consensus “Hold”
• Negative Sentiment: A wave of securities class-action filings and investor-alerts allege disclosure problems and operational failures tied to enrollment/data issues; multiple law firms (Bleichmar Fonti & Auld, Bronstein Gewirtz & Grossman, Portnoy, Hagens Berman, Levi & Korsinsky, Schall, Bernstein Liebhard, DJS, etc.) are soliciting plaintiffs and highlighting a January 12, 2026 lead-plaintiff deadline — this legal overhang is the primary near-term negative catalyst pressuring the stock. BFA Law Class Action Alert Bronstein, Gewirtz & Grossman Alert Portnoy Law Firm Notice Hagens Berman Deadline Alert

Stride Company Profile

Stride, Inc (NYSE:LRN) is a technology-driven education company that designs and delivers online learning solutions for students and adult learners. Through long-term partnerships with state-authorized public school districts, Stride operates virtual academies that serve K-12 students across the United States. The company’s blended-learning model combines digital curriculum, live teaching support and data analytics to personalize instruction and monitor student progress.

In addition to its K-12 offerings, Stride provides a portfolio of career and workforce readiness programs under its Stride Career Prep division.