<p>Stride（<strong>NYSE: LRN</strong>）是蓬勃发展的在线教育领域中的强劲参与者，提供了一个有前景的投资机会。由于疫情引发的限制，公司自 FY21 年以来增长率大幅上升，收入基本翻了一番。公司强劲的财务状况得到长期合同的支撑，辅以强劲的资产负债表和雄心勃勃的增长战略。</p>
<p>过去一年股价上涨超过 89%，表现出积极的势头。股价相对于行业同行交易存在折扣，使其成为教育领域一个引人注目的投资选择。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/06/image-934.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/06/image-934.png"/></p>
<h2><strong>Stride 的可扩展商业模式</strong></h2>
<p>Stride 是美国教育服务行业的主导者，提供广泛的虚拟学习选择和职业培训课程。公司的业务高度可扩展，允许增加招生以显著提升利润率和收益，这些都在稳健的上升轨道上。</p>
<p>Stride 通过两个主要业务部门运营：普通教育和职业学习。普通教育部门为 12 年级学生提供虚拟指导，通过学生注册的学区或州拨款产生收入。职业学习部门专注于为中学生、成年人提供针对医疗保健和技术等高需求领域的工作培训和技能增强服务。</p>
<p>行业预测显示该行业前景光明。据估计，美国在线教育市场在 FY24 年价值 875 亿美元，预计到 FY29 年将增长至 1443 亿美元，复合年增长率为 10.52%。</p>
<h2><strong>Stride 最近的财务业绩</strong></h2>
<p>2024 年第三季度，Stride 超出了盈利预期，报告收入为 5.2084 亿美元，超过分析师对 5.0718 亿美元的估计，并与 2023 年同期报告的 4.703 亿美元相比有显著增长。高收入表现归因于稳固的招生趋势。公司还超过了每股收益的预期，发布了每股 1.60 美元的 EPS，而预期为 1.43 美元。</p>
<p>截至本季度末，公司的现金及现金等价物和可市场交易证券为 5.707 亿美元，高于 2023 年 6 月 30 日报告的 5.455 亿美元。</p>
<p>管理层还修订了 2024 财年的指导。预计收入将在 20.25 亿美元至 20.4 亿美元之间，而调整后的营业收入预计范围为 2.8 亿美元至 2.9 亿美元。</p>
<h2><strong>LRN 股票的目标价格是多少？</strong></h2>
<p>跟踪该公司的分析师对该股持乐观态度。例如，根据 Tipranks 评级，五星级分析师 BMO Capital 的 Jeffrey Silber 最近将股票的目标价格从 72 美元上调至 73 美元，同时保持跷跷板评级，指出第三季度盈利超预期，部门增长再次加速。</p>
<p>根据四位分析师的建议和最近发布的价格目标，Stride 被评为强烈买入。LRN 股票的平均目标价格为 73.75 美元，相对于当前水平上涨 4.61%。</p>
<p>该股票一直呈上升趋势，今年迄今上涨 16%。它位于 52 周价格范围的高端，介于 35.61 美元至 73.33 美元之间，并显示持续的正价格动量，交易价格高于 20 日（69.08）和 50 日（67.79）移动平均线。股价相对折扣，EV/EBITDA 为 8.32 倍，而教育与培训服务行业平均值为 10.45 倍。</p>
<p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/06/image-933-1024x343.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/06/image-933-1024x343.png"/></p>
<h2><strong>Stride 总结</strong></h2>
<p>Stride 在蓬勃发展的在线教育领域中提供了一个有前景的投资机会。随着远程学习趋势持续发展，公司的可扩展模式、稳健的财务状况和雄心勃勃的增长战略为投资考虑提供了引人注目的理由。股价的上升势头，加上相对于行业同行的折扣交易，使其成为价值投资者的一个引人注目的机会。</p>
<p>披露</p>

K12国际学校

<p>K12 国际学校（NYSE: LRN）是在线教育领域的强劲参与者，由于疫情限制，经历了显著增长。凭借可扩展的商业模式和强劲的财务状况，它呈现出一个有前景的投资机会。过去一年股价上涨了 89%，并且相对于行业同行交易时享有折扣。分析师对其持有看涨态度，设定了 73.75 美元的目标价位。K12 国际学校的第三季度盈利超出预期，并且公司已修订了 2024 财年的指引。总体而言，K12 国际学校提供了令人信服的投资考虑理由</p>

<p>Stride ( <strong>NYSE: LRN</strong>) is a strong participant in the burgeoning online education arena and presents a promising investment opportunity. Due to the pandemic-triggered restrictions, the company has seen a surge in its growth rate from FY21 onwards, with revenue essentially doubling since. The company’s robust financials are underpinned by long-term contracts, complemented by a strong balance sheet and an ambitious growth strategy.</p>
<div class="lb-trans"><p>Stride（<strong>NYSE: LRN</strong>）是蓬勃发展的在线教育领域中的强劲参与者，提供了一个有前景的投资机会。由于疫情引发的限制，公司自 FY21 年以来增长率大幅上升，收入基本翻了一番。公司强劲的财务状况得到长期合同的支撑，辅以强劲的资产负债表和雄心勃勃的增长战略。</p>
</div><p>The stock is up over 89% in the past year and demonstrates positive momentum. The shares trade at a relative discount to industry peers, making this a compelling investment option in the education space.</p>
<div class="lb-trans"><p>过去一年股价上涨超过 89%，表现出积极的势头。股价相对于行业同行交易存在折扣，使其成为教育领域一个引人注目的投资选择。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/06/image-934.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/06/image-934.png"/></p>
<h2><strong>Stride’s Scalable Business Model</strong></h2>
<div class="lb-trans"><h2><strong>Stride 的可扩展商业模式</strong></h2>
</div><p>Stride is a dominant player in the U.S. educational service industry and offers a wide range of virtual learning options and workforce training courses. The company’s business is highly scalable, allowing an increase in enrollments to significantly boost its profit margins and earnings, which are on a robust upward trajectory.</p>
<div class="lb-trans"><p>Stride 是美国教育服务行业的主导者，提供广泛的虚拟学习选择和职业培训课程。公司的业务高度可扩展，允许增加招生以显著提升利润率和收益，这些都在稳健的上升轨道上。</p>
</div><p>Stride operates through two primary business units: General Education and Career Learning. The General Education unit offers virtual instruction for grade 12 students, generating revenue from school districts or state funding based on student enrollment. The Career Learning unit focuses on job training and skills enhancement services tailored to middle-and high-school students and adults, primarily in high-demand sectors such as healthcare and technology.</p>
<div class="lb-trans"><p>Stride 通过两个主要业务部门运营：普通教育和职业学习。普通教育部门为 12 年级学生提供虚拟指导，通过学生注册的学区或州拨款产生收入。职业学习部门专注于为中学生、成年人提供针对医疗保健和技术等高需求领域的工作培训和技能增强服务。</p>
</div><p>Industry projections suggest a bright future for this industry. The U.S. online education market is estimated to be worth $87.5B in FY24 and is projected to grow to $144.3B in FY29, a CAGR of 10.52%.</p>
<div class="lb-trans"><p>行业预测显示该行业前景光明。据估计，美国在线教育市场在 FY24 年价值 875 亿美元，预计到 FY29 年将增长至 1443 亿美元，复合年增长率为 10.52%。</p>
</div><h2><strong>Stride’s Recent Financial Results</strong></h2>
<div class="lb-trans"><h2><strong>Stride 最近的财务业绩</strong></h2>
</div><p>In the third quarter of 2024, Stride exceeded earnings expectations, reporting revenue of $520.84 million, beating analysts’ estimates of $507.18 million and showing a notable jump compared to the $470.3 million reported in the same quarter of 2023. The high revenue performance was attributed to solid enrollment trends. The company also surpassed earnings-per-share estimates, posting an EPS of $1.60, compared to expectations of $1.43.</p>
<div class="lb-trans"><p>2024 年第三季度，Stride 超出了盈利预期，报告收入为 5.2084 亿美元，超过分析师对 5.0718 亿美元的估计，并与 2023 年同期报告的 4.703 亿美元相比有显著增长。高收入表现归因于稳固的招生趋势。公司还超过了每股收益的预期，发布了每股 1.60 美元的 EPS，而预期为 1.43 美元。</p>
</div><p>As of the end of the quarter, the company’s cash and cash equivalents and marketable securities stood at $570.7 million, up from $545.5 million reported as of June 30, 2023.</p>
<div class="lb-trans"><p>截至本季度末，公司的现金及现金等价物和可市场交易证券为 5.707 亿美元，高于 2023 年 6 月 30 日报告的 5.455 亿美元。</p>
</div><p>Management has also revised its guidance for the fiscal year 2024. Revenue is projected to fall between $2.025 billion and $2.040 billion, while adjusted operating income is expected to range from $280 million to $290 million.</p>
<div class="lb-trans"><p>管理层还修订了 2024 财年的指导。预计收入将在 20.25 亿美元至 20.4 亿美元之间，而调整后的营业收入预计范围为 2.8 亿美元至 2.9 亿美元。</p>
</div><h2><strong>What Is the Price Target for LRN Stock?</strong></h2>
<div class="lb-trans"><h2><strong>LRN 股票的目标价格是多少？</strong></h2>
</div><p>Analysts following the company have been bullish on the stock. For example, BMO Capital analyst Jeffrey Silber, a five-star analyst according to Tipranks ratings, recently raised the price target on the shares from $72 to $73 while keeping an Outperform rating, noting the Q3 earnings beat and segment growth re-accelerating.</p>
<div class="lb-trans"><p>跟踪该公司的分析师对该股持乐观态度。例如，根据 Tipranks 评级，五星级分析师 BMO Capital 的 Jeffrey Silber 最近将股票的目标价格从 72 美元上调至 73 美元，同时保持跷跷板评级，指出第三季度盈利超预期，部门增长再次加速。</p>
</div><p>Stride is rated a Strong Buy overall based on four analysts’ recommendations and recently issued price targets. The average price target for LRN stock is $73.75, representing an upside of 4.61% from current levels.</p>
<div class="lb-trans"><p>根据四位分析师的建议和最近发布的价格目标，Stride 被评为强烈买入。LRN 股票的平均目标价格为 73.75 美元，相对于当前水平上涨 4.61%。</p>
</div><p>The stock has been on an upward trend, climbing 16% year-to-date. It sits at the upper end of its 52-week price range of $35.61 – $73.33 and shows ongoing positive price momentum, trading above the 20-day (69.08) and 50-day (67.79) moving averages. Shares trade at a relative discount, with an EV to EBITDA of 8.32x compared to the Education &amp; Training Services industry average of 10.45x.</p>
<div class="lb-trans"><p>该股票一直呈上升趋势，今年迄今上涨 16%。它位于 52 周价格范围的高端，介于 35.61 美元至 73.33 美元之间，并显示持续的正价格动量，交易价格高于 20 日（69.08）和 50 日（67.79）移动平均线。股价相对折扣，EV/EBITDA 为 8.32 倍，而教育与培训服务行业平均值为 10.45 倍。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://blog.tipranks.com/wp-content/uploads/2024/06/image-933-1024x343.png" alt="" original-src="https://blog.tipranks.com/wp-content/uploads/2024/06/image-933-1024x343.png"/></p>
<h2><strong>Stride in Summary</strong></h2>
<div class="lb-trans"><h2><strong>Stride 总结</strong></h2>
</div><p>Stride presents a promising investment opportunity in the thriving online education sector. With the trend towards e-learning set to continue, the company’s scalable model, robust financial health, and ambitious growth strategy offer compelling reasons for investment consideration. The upward momentum in the stock, coupled with its trading at a discount relative to industry peers, makes this a compelling opportunity for value investors.</p>
<div class="lb-trans"><p>Stride 在蓬勃发展的在线教育领域中提供了一个有前景的投资机会。随着远程学习趋势持续发展，公司的可扩展模式、稳健的财务状况和雄心勃勃的增长战略为投资考虑提供了引人注目的理由。股价的上升势头，加上相对于行业同行的折扣交易，使其成为价值投资者的一个引人注目的机会。</p>
</div><p>Disclosure</p>
<div class="lb-trans"><p>披露</p>
</div>

Stride Inc (NYSE:LRN)：在线教育领域的强大参与者