Stride Q4 revenue, adjusted EPS beats estimates

Stride

04/08/2026 21:56

Overview
US education technology firm's Q4 revenue fell 2.7% yr/yr but beat analyst expectations
Q4 adjusted EPS declined yr/yr but beat analyst expectations
Company repurchased about $100 mln in stock during the quarter

Outlook
Stride did not provide specific guidance for the current quarter or full year

Result Drivers
GENERAL EDUCATION WEAKNESS - Q4 General Education revenue fell 9.7% yr/yr, contributing to overall revenue decline
CAREER LEARNING GROWTH - Q4 Career Learning revenue rose 8.0% yr/yr, led by 11.1% growth in Middle-High School segment
ADULT LEARNING DECLINE - Q4 Adult Learning revenue fell 31.1% yr/yr, offsetting gains in other segments

Company press release: ID:nGNX9GJBY1

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$636.1 mln
$626.52 mln (4 Analysts)
Q4 Adjusted EPS
Beat
$2.12
$1.88 (4 Analysts)
Q4 EPS
 
$1.75
 
Q4 Net Income
 
$81.40 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 2 "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 $123.75, about 54.5% above its August 3 closing price of $80.10
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 13 three months ago

Reuters Recommended Reads
Aug 3 - HealthStream Q2 revenue beats estimates, helped by acquisitions
Aug 4 - Alight Q2 revenue falls on lower commercial activity, but beats analyst expectations
Aug 4 - TrueBlue Q2 adjusted EPS beats estimates as on-demand business returns to growth

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)