Stride
LRN
About: Stride Inc is an American online educational company. It offers alternative programs to traditional on-campus schooling. It also operates state-funded virtual charter schools around the United States. The educational programs for K-12 students are usually monitored by parents and provide virtual classroom environments where teachers meet with students online, by phone, or in-person. The company's contractual agreements with various school districts to offer its curriculum programs provide a majority of the company's revenue. The company lines of business are Managed Public School Programs, Institutional and Private Pay Schools and Other.
Employees: 8,600
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
192% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 36
14% more capital invested
Capital invested by funds: $6B [Q1] → $6.84B (+$845M) [Q2]
13% more funds holding
Funds holding: 469 [Q1] → 530 (+61) [Q2]
1% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 193
0.55% less ownership
Funds ownership: 108.87% [Q1] → 108.32% (-0.55%) [Q2]
1% less call options, than puts
Call options by funds: $90.7M | Put options by funds: $91.6M
29% less funds holding in top 10
Funds holding in top 10: 7 [Q1] → 5 (-2) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
Barrington Research
Alexander Paris
|
$185
|
Outperform
Maintained
|
29 Aug 2025 |
|
Morgan Stanley
Greg Parrish
|
$159
|
Equal-Weight
Maintained
|
6 Aug 2025 |
Financial journalist opinion
Based on 20 articles about LRN published over the past 30 days
