Insider buying: Stride (NYSE:LRN) director purchases $2,723,502.87 in stock. November 3, 2026 Key points. * Stride director Dylan Haggart bought 36,357 shares for about $2.72 million at an average price of $74.91, increasing his stake by 1.74% to 2,127,760 shares. * Stride reported quarterly EPS of $1.37, beating the $1.07 consensus estimate, while revenue of $639.38 million also topped expectations and rose 3% year over year. * Analysts' consensus rating is Moderate Buy, with an average price target of $106.25; recent firms issued a mix of upgrades and target cuts. * Interested in Stride? Here are five stocks we like better. Stride, Inc. (NYSE:LRN - Get Free Report) Director Dylan Haggart purchased 36,357 shares of the company's stock in a transaction on Tuesday, November 3rd. The shares were purchased at an average price of $74.91 per share, for a total transaction of $2,723,502.87. Following the purchase, the director owned 2,127,760 shares in the company, valued at approximately $159,390,501.60. The trade was a 1.74% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Stride stock performance. Shares of LRN stock traded down $0.54 during mid-day trading on Tuesday, reaching $75.17. The stock had a trading volume of 1,307,764 shares, compared to its average volume of 943,955. The business's fifty day moving average is $81.08 and its 200-day moving average is $85.81. The company has a current ratio of 2.56, a quick ratio of 2.53 and a debt-to-equity ratio of 0.06. The firm has a market cap of $3.16 billion, a price-to-earnings ratio of 10.37, a PEG ratio of 0.42 and a beta of 0.16. Stride, Inc. has a 1-year low of $60.61 and a 1-year high of $103.67. Stride (NYSE:LRN - Get Free Report) last announced its quarterly earnings data on Tuesday, October 20th. The company reported $1.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.07 by $0.30. Stride had a return on equity of 22.06% and a net margin of 13.18%. The firm had revenue of $639.38 million during the quarter, compared to analysts' expectations of $612.25 million. During the same period last year, the business posted $1.40 earnings per share. The company's revenue for the quarter was up 3.0% compared to the same quarter last year. On average, research analysts forecast that Stride, Inc. will post 9.04 earnings per share for the current year. Analyst upgrades and downgrades. LRN has been the subject of a number of recent research reports. Barrington Research reduced their price target on shares of Stride from $125.00 to $115.00 and set an "outperform" rating for the company in a research report on Friday, October 23rd. BMO Capital Markets cut their price objective on shares of Stride from $93.00 to $90.00 and set a "market perform" rating on the stock in a research note on Monday, October 5th. Weiss Ratings upgraded shares of Stride from a "hold (c)" rating to a "hold (c+)" rating in a research note on Friday, October 16th. Zacks Research raised shares of Stride from a "hold" rating to a "strong-buy" rating in a report on Wednesday, October 28th. Finally, William Blair downgraded shares of Stride from an "outperform" rating to a "market perform" rating in a research report on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $106.25. Institutional trading of Stride. Several hedge funds and other institutional investors have recently bought and sold shares of LRN. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in Stride in the second quarter valued at approximately $2,485,000. Janus Henderson Group PLC grew its stake in shares of Stride by 61.0% during the 1st quarter. Janus Henderson Group PLC now owns 2,277,279 shares of the company's stock worth $200,799,000 after purchasing an additional 862,849 shares during the period. JB Capital Partners LP acquired a new stake in shares of Stride during the 2nd quarter worth approximately $3,018,400. Kendall Capital Management purchased a new position in shares of Stride during the 2nd quarter valued at approximately $2,294,000. Finally, Bank of America Corp DE purchased a new position in shares of Stride during the 2nd quarter valued at approximately $49,350,000. 98.24% of the stock is owned by institutional investors and hedge funds. About Stride. Stride, Inc is an education technology company that provides online and blended learning programs for K-12 students. The company partners with public school districts, charter schools and other education organizations to deliver digital curricula, instructional software, teaching support and student services. Its offerings are designed to support full-time virtual schools, supplemental courses and traditional schools incorporating online learning. Stride also provides career-focused education through programs that combine academic instruction with career exploration, technical training and industry-aligned learning opportunities. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Stride, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Stride wasn't on the list. While Stride currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. AI spending is reshaping the market, and the opportunity extends far beyond the biggest chipmakers. Discover 10 stocks set to benefit from powerful trends in AI infrastructure, cloud computing, energy, capital returns, and consumer growth this fall. Continue following MarketBeat

Stride: 3 key takeaways for long-term investors. Management's software misstep cost the company enrollment growth, but post-September demand is rebounding, testing whether operational fixes can restore momentum. Key points. * First-quarter revenue rose 3% year over year to $639.4 million. * Total enrollment reached 241,000 students on the September count date. * First-quarter revenue per enrollment increased 7% to $2,560. * 10 stocks The Motley Fool, LLC like better than Stride" On its first-quarter earnings call for fiscal year 2027, held on Oct. 20, 2026, Stride (LRN -1.59%) announced first-quarter revenue of $639.4 million, an increase of 3% year over year. Technical friction within its software slowed initial enrollment growth, putting pressure on near-term profitability. Long-term investors must decide whether management can fix its software user experience and turn underlying consumer demand into steady growth. Three things management said stand out. 1. Platform software friction dampened student enrollment. Software enhancements to Launchpad, a software overlay designed to simplify navigation, created technical disruption for families during the fall enrollment window. That friction directly lowered net new student additions and retention, prompting executive intervention under a new chief information officer. When introducing its new platform changes last year, The Motley Fool, LLC added friction to the user experience instead of making it more seamless. The Motley Fool, LLC did not sufficiently anticipate the end to end experience for families, or move quickly enough to address the friction they encounter. - Robert E. Knowling Jr., Chief Executive Officer 2. Management is cutting unproductive projects to shift capital. Stride is conducting a strategic reassessment across its product portfolio, which includes tutoring and Tallow, an online platform that connects students to career opportunities. Leadership is halting work on underperforming initiatives to redirect capital toward programs that directly boost academic performance. The Motley Fool, LLC will also be more selective about the initiatives The Motley Fool, LLC support shifting resources away from less effective capabilities and toward the areas The Motley Fool, LLC see the clearest opportunity to create value for students and families. - Robert E. Knowling Jr., Chief Executive Officer 3. Post-September enrollments show rebounding demand. While total enrollment stood at 241,000 on the September count date, family decision-making extended past the traditional window. Midquarter sign-ups have turned positive, supporting full-year guidance as revenue per enrollment climbed 7% to $2,560. Now The Motley Fool, LLC is seeing families continue to make enrollment decisions and since the September count date, The Motley Fool, LLC has seen positive in year enrollment activity. - Donna Blackman, chief financial officer Looking ahead. Student demand for flexible virtual education is holding steady post-count date, and management is openly leaning into midyear enrollment momentum. Stride relies on its scale, brand strength, and expanding school partnerships while sharpening focus on pricing discipline. Its guidance reflects the enrollment outlook The Motley Fool, LLC see today, its expectations for revenue per enrollment, and its planned investments to support students and families. - Donna Blackman, chief financial officer To achieve its long-term targets, leadership is simplifying operations, unifying technology teams, and enforcing stricter accountability across every school program. The core work is execution. Improving the experience for students and families focusing its resources on the areas of greatest impact, and holding ourselves accountable for the progress. - Robert E. Knowling Jr., Chief Executive Officer Should you buy stock in Stride right now. Before you buy stock in Stride, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now... and Stride wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of its recommendation, you'd have $361,596!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of its recommendation, you'd have $1,303,935!* Now, it's worth noting Stock Advisor's total average return is 910% - a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. *Stock Advisor returns as of October 24, 2026.