LRN shows resilience as new district partnerships in New Mexico offset contract loss and reinforce its digital learning franchise.
Investors interested in Schools stocks are likely familiar with K12 (LRN) and Grand Canyon Education (LOPE). But which of these two stocks is more attractive to value investors?
LRN's Career Learning momentum is reshaping its revenue mix as demand for career-focused education accelerates.
Stride, Inc. LRN closed fiscal 2025 with another record year, underscoring its momentum in the school choice movement. Fourth-quarter revenues climbed 22% year over year to $653.7 million, while adjusted EPS of $2.29 topped estimates by 25.1%.
Zacks highlights Hecla Mining, GE Aerospace, and Stride as standout performers in a volatile market, driven by earnings trends and stock upgrades.
Stride's stock has surged on strong earnings, enrollment gains, and a favorable funding outlook, outpacing peers and the broader market.
Stride (NYSE: LRN) has produced results that indicate its uptrend could continue. Strong Q4 earnings (June fiscal year), increased full-year guidance, new district contracts, and growing institutional interest have driven the stock up 12% in the last week and approximately 40% year-to-date.
K12 (LRN) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Here is how K12 (LRN) and Hengan International Group Co., Ltd. Unsponsored ADR (HEGIY) have performed compared to their sector so far this year.
Stride's growth accelerated in Q4, once again beating Wall Street's expectations through strong enrollment momentum. Incremental growth in enrollments is very accretive to Stride's earnings through rapid operating leverage. After Q4, Stride's financial targets for FY 2028 are starting to become too conservative. CEO James Rhyu hinted at the potential for new targets.
Stride remains a top 'growth at a reasonable price' pick, driven by robust enrollment growth and strong post-earnings momentum. The company's Q4 results beat expectations, with 22% revenue growth and 20% higher student enrollments, signaling continued demand tailwinds. Stride's positive funding environment and ambitious five-year plan support double-digit growth and margin expansion, with the potential to exceed long-term targets.
Stride, Inc. (NYSE:LRN ) Q4 2025 Earnings Conference Call August 5, 2025 5:00 PM ET Company Participants Donna M. Blackman - Chief Financial Officer James J.