$LRN

Stride, Inc.

AlphAI earnings readfourth quarter and full fiscal year 2026 · AUG 4Stride reports fourth quarter and full year 2026 financial resultsVerdict: mixed

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Digital Media & Content Platforms Stocks Q2 Recap: Benchmarking RUM Group (NASDAQ:RUM)

RUM Group (RUM) reported strong Q2 earnings, beating estimates and seeing a 22.1% stock increase to $7.58. Ziff Davis (ZD) met revenue expectations with a 8.6% stock rise to $55.31. Getty Images (GETY) missed estimates, with revenue down 2.5% and stock down 43.2% to $0.25. Stride (LRN) exceeded expectations, with a 1.6% stock increase to $81.77. People (PPLI) topped revenue expectations but missed EPS, with stock down 10.3% to $37.72.

Stride (LRN) Q4 2026 Earnings Call Transcript

Stride (NYSE:LRN) reported fiscal 2026 results: total revenue $2.518B (+4.7%), with career learning revenue $1.044B (+19.1%) and enrollments 109,700 (+13.9%). Adjusted operating income rose to $498.4M (+6.9%) and adjusted EPS to $8.33. Q4 revenue was $636.1M (-2.7%). Cash and securities were $1.034B; $188.7M repurchased shares. FY2027 revenue per enrollment guided flat to slightly up.

Stride (LRN) Just Got A New CEO. What Happens Next?

Stride (NYSE:LRN) named Robert E. Knowling Jr. CEO days before its Aug. 4 fiscal 2026 Q4 call. For fiscal 2026, revenue rose 4.7% to $2.518B, adjusted EBITDA rose 8.2% to $617.6M, and adjusted EPS was $8.33. Career learning revenue grew 19% to $1.04B, while general education revenue fell 2% to $1.42B. Forward P/E was 9.24.

LRN sentiment & insider activity

Recent LRN coverage spans earnings, financial news and market movers.

What's driving LRN

  • Positive earnings modestly boost price.

    yahoo.com · Sep 10, 2026

  • Earnings call highlights mixed growth (career learning up strongly) offset by general education and adult learning declines, plus a cautious enrollment outlook and ongoing buybacks.

    aol.com · Aug 15, 2026

  • New CEO timing plus mixed segment momentum (career learning up, general education down) sets up a near-term narrative shift into fiscal 2027 enrollment and margin stability.

    insidermonkey.com · Aug 12, 2026

  • The CEO change plus buyback extension and acquisition “evaluation” framing can shift investor expectations toward capital returns and deal-led growth, but the article provides no deal terms.

    simplywall.st · Aug 12, 2026

  • The call mixes solid top-line and adjusted profit growth with weaker enrollment dynamics and a nonrenewal at one school, shaping near-term sentiment.

    fool.com · Aug 12, 2026

AlphAI scores every news story that mentions LRN with an AI model for sentiment and relevance, and aggregates insider trades from Stride, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $LRN

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$RUMMed

Digital Media & Content Platforms Stocks Q2 Recap: Benchmarking RUM Group (NASDAQ:RUM)

RUM Group (RUM) reported strong Q2 earnings, beating estimates and seeing a 22.1% stock increase to $7.58. Ziff Davis (ZD) met revenue expectations with a 8.6% stock rise to $55.31. Getty Images (GETY) missed estimates, with revenue down 2.5% and stock down 43.2% to $0.25. Stride (LRN) exceeded expectations, with a 1.6% stock increase to $81.77. People (PPLI) topped revenue expectations but missed EPS, with stock down 10.3% to $37.72.

$LRNMedAI 8/10

Stride (LRN) Q4 2026 Earnings Call Transcript

Stride (NYSE:LRN) reported fiscal 2026 results: total revenue $2.518B (+4.7%), with career learning revenue $1.044B (+19.1%) and enrollments 109,700 (+13.9%). Adjusted operating income rose to $498.4M (+6.9%) and adjusted EPS to $8.33. Q4 revenue was $636.1M (-2.7%). Cash and securities were $1.034B; $188.7M repurchased shares. FY2027 revenue per enrollment guided flat to slightly up.

Stride (LRN) Just Got A New CEO. What Happens Next?

Stride (NYSE:LRN) named Robert E. Knowling Jr. CEO days before its Aug. 4 fiscal 2026 Q4 call. For fiscal 2026, revenue rose 4.7% to $2.518B, adjusted EBITDA rose 8.2% to $617.6M, and adjusted EPS was $8.33. Career learning revenue grew 19% to $1.04B, while general education revenue fell 2% to $1.42B. Forward P/E was 9.24.

$LRNMedAI 8/10

Stride (LRN) Q4 2026 Earnings Call Transcript

Stride, Inc. (LRN) reported fiscal 2026 revenue of $2.518 billion, up 4.7%, driven by career learning revenue of $1.044 billion (+19.1%) and 109,700 enrollments (+13.9%). Adjusted operating income rose to $498.4 million (+6.9%) and adjusted EPS to $8.33. Cash and marketable securities were $1.034 billion; $188.7 million was used for buybacks. Guidance for fiscal 2027 revenue per enrollment is flat to slightly up.

$LRNLow

Stride’s Q2 Earnings Call: Our Top 5 Analyst Questions

Stride’s Q2 results beat Wall Street on revenue and non-GAAP earnings, according to the company, helped by cost discipline, operational improvements, and prior technology investments. CEO Robert Knowling Jr. discussed student-outcome focus after a board-led leadership change. Analysts questioned Lone Star Online Academy non-renewal, enrollment outlook, and contract retention. Stride trades around $81.

$LRNMed

Stride (LRN) Jumped, What Is Behind The Fresh Attention?

Simply Wall St reports Stride (LRN) gained attention after its Q4 and full-year 2026 results showed higher net income and EPS, alongside updated guidance and a CEO leadership change. The stock is up 27.7% YTD, but 1-year TSR is down 44.8%. The article cites a $113.50 fair value versus $82.51 last close and notes a share repurchase program.

$LRNLow

LRN Appoints Matt Franks and Lawrence Waldman to Senior Leadership Roles in Revenue and Client Success

LRN Corporation appointed Matt Franks as chief revenue officer and Lawrence Waldman as executive vice president of client success, according to the company. Franks will lead revenue operations and Waldman will oversee client success, focusing on engagement, retention and value realization. LRN says the moves support global expansion of its ethics and compliance technology and services used by over 2,500 organizations.

Shopify surges, AMD slides premarket as earnings disappoint

U.S. stock index futures rose slightly as Strait of Hormuz reopening talks were seen as progressing. Shopify shares jumped 26% after Q2 revenue of $3.58B beat $3.45B, with EPS $0.42 and gross merchandise volume up 32%. AMD shares fell 8.8% on a weaker revenue outlook. SpaceX said it will use Nvidia chips, pressuring AMD and wireless peers.

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