K12 (LRN) came out with quarterly earnings of $2.29 per share, beating the Zacks Consensus Estimate of $1.83 per share. This compares to earnings of $1.42 per share a year ago.
Stride, Inc. LRN is scheduled to report its fourth-quarter fiscal 2025 results on Aug. 5, after market close. In the last reported quarter, the company's earnings per share (EPS) missed the Zacks Consensus Estimate by 3.4% while the revenues topped the same by 3.3%.
LRN posts double-digit growth in revenue and enrollment as it eyes leadership in a shifting K-12 education landscape.
Despite leaner marketing, LRN's 20% enrollment growth and 51% EPS surge in FY25 signal strong demand and efficient execution.
The demand for digital educational alternatives is continuously growing as parents and students are increasingly focused on seamless and hassle-free ways to earn degrees. Over the past few years, this shift seems to have intensified as technological evolution reaches its peak and AI-focused alternatives are readily available with a click of a finger.
Stride, Inc.'s LRN prospects for its career learning portfolio appear promising against a favorable market demand backdrop. Currently, in the United States, parents and students are increasingly focused on non-college degrees, in addition to mainstream K-12 education.
LRN's 40% EBITDA jump outpacing revenue growth signals strong operating leverage and strategic efficiency gains.
Fueled by tech-driven education trends, LRN raises its outlook as analysts grow more bullish on long-term growth.
LRN's Career Learning segment jumps 23.7% as demand grows for tech-based, career-focused education paths.
LRN posts 21% enrollment growth and record income in the third quarter, but staying ahead means innovating beyond scale.
LRN leads with 20% enrollment growth and a bullish 2025 outlook, while CHGG struggles with subscriber losses and AI-driven headwinds.
Stride's stock has surged 344% since 2023, driven by robust enrollment growth and secular trends favoring online and homeschool education. The company boasts strong financials, with a 14% revenue CAGR and a 33% adjusted operating income CAGR over the past two years, supporting my buy rating. Risks include potential 6.94% share dilution from convertible notes and limited pricing power, due to reliance on district funding per student.