---
title: "Jeffrey Silber Reiterates Hold on Stride, Citing Mixed Enrollment Trends and Narrowed FY2026 Outlook Despite Earnings Beat and Price Target Hike to $102"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/284796990.md"
description: "BMO Capital analyst Jeffrey Silber has reiterated a Hold rating on Stride, setting a price target of $102. Despite the company exceeding earnings expectations, mixed enrollment trends and a narrowed FY2026 outlook have raised concerns. Enrollment in General Education and Career Learning was weaker than expected, impacting growth. However, management remains confident in resolving past platform issues and maintaining demand, leading Silber to view the risk/reward profile as balanced, justifying his Hold rating."
datetime: "2026-04-30T14:55:49.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/284796990.md)
  - [en](https://longbridge.com/en/news/284796990.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/284796990.md)
---

# Jeffrey Silber Reiterates Hold on Stride, Citing Mixed Enrollment Trends and Narrowed FY2026 Outlook Despite Earnings Beat and Price Target Hike to $102

BMO Capital analyst Jeffrey Silber maintained a Hold rating on Stride yesterday and set a price target of $102.00.

Jeffrey Silber has given his Hold rating due to a combination of factors tied to Stride’s latest quarterly performance and outlook. While the company delivered adjusted operating income and EPS that exceeded both his and consensus estimates, enrollment trends in General Education and Career Learning came in softer than anticipated, with higher attrition and slower growth weighing on the underlying momentum.

At the same time, management narrowed its FY2026 guidance and reiterated confidence that last summer’s platform issues are being resolved and that demand remains solid, which supports a positive long‑term view. Balancing these operational concerns against the still-attractive valuation and his upward revision of the price target to $102, Silber concludes that the risk/reward profile is currently fairly balanced, justifying a Hold rather than a more aggressive rating.

Silber covers the Consumer Defensive sector, focusing on stocks such as Stride, Covista, and Laureate Education. According to TipRanks, Silber has an average return of 2.8% and a 49.60% success rate on recommended stocks.

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