Edtech Stride Q1 revenue beats estimates on strong career learning enrollments

Stride

28/10/2025 20:33

Overview

Stride fiscal Q1 revenue rises 12.7% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for fiscal Q1 beats consensus, reflecting operational improvements

Adjusted operating income for fiscal Q1 exceeds analyst estimates

Outlook

Company forecasts Q2 2026 revenue between $620 mln and $640 mln

Stride expects FY 2026 revenue between $2.480 bln and $2.555 bln

Company anticipates FY 2026 adjusted operating income of $475 mln to $500 mln

Result Drivers

CAREER LEARNING GROWTH - Co reports 20% increase in Career Learning enrollments, boosting revenue by 16.3%

GENERAL EDUCATION REVENUE - General Education revenue grew 10.2%, contributing to overall revenue increase

ADULT LEARNING DECLINE - Adult Learning revenue fell 28.6%, slightly offsetting overall revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$620.90 mln
$613.78 mln (4 Analysts)
Q1 Adjusted EPS
Beat
$1.52
$1.10 (5 Analysts)
Q1 EPS
$1.40
Q1 Net Income
$68.80 mln
Q1 Adjusted EBITDA
Beat
$108.40 mln
$102.09 mln (3 Analysts)
Q1 Adjusted Operating Income
Beat
$81.10 mln
$66.64 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 $168.00, about 9.1% above its October 27 closing price of $152.64

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nGNX7nDMTr

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(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.)