Enrollment Woes Hit Hard: Recent posts on X reveal a sharp focus on Stride, Inc.'s plummeting stock price, down nearly 50% after disappointing enrollment numbers. Many users highlight the company's weak forward guidance and soft student registrations as key concerns. The mood reflects frustration over execution issues with new learning platforms.
Mixed Financial Signals: Despite beating Q1 revenue expectations with a 12.7% year-over-year increase, discussions on X point to investor unease with Stride's full-year outlook falling below estimates. Some users note the stock's dramatic drop as a potential opportunity, while others remain cautious. The conversation shows a divide between short-term optimism and long-term doubts.
Political Connections Stir Debate: Adding intrigue, X chatter also touches on insider trading allegations tied to political figures purchasing Stride stock in recent months. Posts mention significant gains since those purchases, raising questions about potential conflicts of interest. This subplot keeps the discussion lively and speculative.
Note: This discussion summary was generated from an AI condensation of post data.
Stride, Inc. Insider Trading Activity
Stride, Inc. insiders have traded $LRN stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $LRN stock by insiders over the last 6 months:
- JAMES JEAHO RHYU (CHIEF EXECUTIVE OFFICER) sold 13,961 shares for an estimated $2,270,896
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Stride, Inc. Hedge Fund Activity
We have seen 279 institutional investors add shares of Stride, Inc. stock to their portfolio, and 249 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 1,218,542 shares (-52.5%) from their portfolio in Q2 2025, for an estimated $176,920,112
- ROCKEFELLER CAPITAL MANAGEMENT L.P. removed 539,814 shares (-95.6%) from their portfolio in Q2 2025, for an estimated $78,375,594
- SQUAREPOINT OPS LLC added 522,041 shares (+92.4%) to their portfolio in Q2 2025, for an estimated $75,795,132
- FULLER & THALER ASSET MANAGEMENT, INC. removed 475,737 shares (-41.4%) from their portfolio in Q2 2025, for an estimated $69,072,255
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 234,545 shares (-98.8%) from their portfolio in Q2 2025, for an estimated $34,053,588
- UBS GROUP AG added 222,982 shares (+29.1%) to their portfolio in Q2 2025, for an estimated $32,374,756
- VICTORY CAPITAL MANAGEMENT INC removed 208,079 shares (-74.7%) from their portfolio in Q2 2025, for an estimated $30,210,990
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Stride, Inc. Analyst Ratings
Wall Street analysts have issued reports on $LRN in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 10/24/2025
- Barrington Research issued a "Outperform" rating on 09/23/2025
To track analyst ratings and price targets for Stride, Inc., check out Quiver Quantitative's $LRN forecast page.
Stride, Inc. Price Targets
Multiple analysts have issued price targets for $LRN recently. We have seen 4 analysts offer price targets for $LRN in the last 6 months, with a median target of $167.0.
Here are some recent targets:
- Jeffrey Silber from BMO Capital set a target price of $108.0 on 10/29/2025
- Jason Tilchen from Canaccord Genuity set a target price of $175.0 on 10/24/2025
- Alexander Paris from Barrington Research set a target price of $185.0 on 09/23/2025
- Greg Parrish from Morgan Stanley set a target price of $159.0 on 08/06/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
