Home Stock Ideas Long Ideas Consumer  Summary Stride, Inc. (LRN) is rated Buy at $93 as the post-crisis recovery is largely priced in and easy gains are behind. Career Learning segment drives growth, now 44% of revenue, with +15.9% y/y revenue and +11.6% y/y enrollment in Q3 FY2026. General Education enrollment decline (-5% y/y in Q3) is the key risk; stabilization is needed for further upside. Valuation remains supportive with strong EV/EBITDA and profitability metrics, but near-term multiple expansion is capped by earnings revisions. Tom Werner/DigitalVision via Getty Images Stride, Inc. ( LRN ) had a messy stretch this fiscal year. The company rolled out a new curriculum platform last August that did not work as designed, and the rollout knocked an estimated 10,000 to 15,000 Analyst’s Disclosure: I/we have a beneficial long position in the shares of LRN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions.…