Stride Inc. (LRN) reported Q2 2026 results with total revenue of $631.3 million, up 7.5% year‑over‑year, slightly below the consensus revenue estimate of $634.2 million.
On the cash flow and balance sheet side:
Cost of sales rose to $371.6 million (+7.0% YoY), while gross profit expanded modestly, supporting improvements at the operating profit level.
Market reaction: the stock moved by 16.9% since market close following the release.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
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 229 institutional investors add shares of Stride Inc. stock to their portfolio, and 311 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SG AMERICAS SECURITIES, LLC added 555,524 shares (+59862.5%) to their portfolio in Q4 2025, for an estimated $36,070,173
- CONGRESS ASSET MANAGEMENT CO removed 465,574 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $30,229,719
- FMR LLC added 451,194 shares (+245.8%) to their portfolio in Q3 2025, for an estimated $67,200,834
- UBS GROUP AG removed 423,477 shares (-42.8%) from their portfolio in Q3 2025, for an estimated $63,072,664
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added 410,029 shares (+37.2%) to their portfolio in Q3 2025, for an estimated $61,069,719
- ROCKEFELLER CAPITAL MANAGEMENT L.P. added 378,171 shares (+1528.0%) to their portfolio in Q3 2025, for an estimated $56,324,788
- PRICE T ROWE ASSOCIATES INC /MD/ added 375,657 shares (+63.6%) to their portfolio in Q3 2025, for an estimated $55,950,353
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Stride Inc. Congressional Stock Trading
Members of Congress have traded $LRN stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $LRN stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18.
To track congressional stock trading, check out Quiver Quantitative's congressional trading 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:
- Barrington Research issued a "Outperform" rating on 01/21/2026
- Canaccord Genuity issued a "Buy" rating on 10/29/2025
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 $116.5.
Here are some recent targets:
- Alexander Paris from Barrington Research set a target price of $125.0 on 01/21/2026
- Greg Parrish from Morgan Stanley set a target price of $95.0 on 12/17/2025
- 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 $125.0 on 10/29/2025
