$LRN

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 (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.

Stride, Inc. (LRN) reported full-year revenue of about $2.52 billion and higher net income, extended its share repurchase plan, and said it is evaluating acquisitions. The company also appointed Robert E. Knowling Jr. as CEO. The article notes investor focus on capital returns, execution, and potential enrollment limits from state funding.

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.

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.

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.

Stride (LRN) shares rose about 2.7% to around $82.58 after its earnings release, despite declines over the past month and quarter. The company reported FY2026 revenue of $2.52b and adjusted EBITDA of $617.6m, alongside net income of $338.2m and EPS of $7.92. Investors focused on profitability strength amid enrollment and contract risks.

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.

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.

Stride (NYSE:LRN) said Q4 margins were pressured by technology and strategic investments, with some one-time costs now behind it but ongoing platform expenses continuing. The company repurchased about $189M of stock in fiscal 2026 and has $311M remaining through Oct. 31, 2027. It gave no formal FY2027 guidance, citing an October Q1 update, and discussed Texas contract nonrenewal and enrollment outlook.