Brief: Stride Q4 EPS USD 1.03

Stride

05/08/2025 21:15

Overview

Stride Q4 revenue rises 22.4%, beating analyst expectations, per LSEG data

Adjusted EPS for Q4 beats consensus, reflecting strong operational performance

Co's adjusted EBITDA for Q4 exceeds estimates, driven by increased enrollments

Outlook

Company did not provide specific guidance for future quarters or fiscal year in its press release

Company notes potential revenue impact from changes in enrollment mix

Result Drivers

ENROLLMENT GROWTH - Career Learning enrollments increased by 33.2% in Q4, driving revenue growth

REVENUE PER ENROLLMENT - Revenue per enrollment rose 2.4% in Q4, contributing to overall revenue increase

IMPAIRMENT CHARGES - One-time impairment charges for Galvanize business impacted GAAP results

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$653.65 mln
$626.30 mln (5 Analysts)
Q4 Adjusted EPS
Beat
$2.29
$1.74 (5 Analysts)
Q4 EPS
$1.03
Q4 Net Income
$51.30 mln
Q4 Adjusted EBITDA
Beat
$158.41 mln
$150.70 mln (4 Analysts)
Q4 Adjusted Operating Income
Beat
$130.60 mln
$114.80 mln (4 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the miscellaneous educational service providers peer group is "buy"

Wall Street's median 12-month price target for Stride Inc is $163.00, about 20.1% above its August 4 closing price of $130.31

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nGNX4XTNV8

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)