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0 0 -0.000818330605564602 -0.000818330605564602 0.0176301145662849 0.0147299509001636 0 0
Stock impact report

Stride's 60% Drop: A Broken Price, Not A Broken Business [Seeking Alpha]

Stride, Inc. (LRN) 
Last stride, inc. earnings: 4/27 04:30 pm Check Earnings Report
US:NYSE Investor Relations: investors.k12.com
Company Research Source: Seeking Alpha
LRN demonstrates strong cash conversion, high margins, moderate leverage, and ample liquidity, with FCF/EBITDA above 50% and a current ratio of 6.7x, supporting scalability and downside protection. Management attributes recent enrollment losses to a temporary platform upgrade issue, not a structural demand problem, with resolution expected next year. Current valuation offers a margin of safety; even bear-case scenarios suggest 7% annual returns, with potential 46% upside if execution normalizes. anyaberkut/iStock via Getty Images Investment Thesis Over the last five years, Stride Inc.'s ( LRN ) performance was top tier in all financial aspects. But, after the management's guidance below historical growth rates in Q1FY26 results, the company's valuation saw 60% collapse in one This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the Show less Read more
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