Analyst Jeffrey Silber of BMO Capital maintained a Buy rating on Strategic Education, with a price target of $86.00.
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Jeffrey Silber has given his Buy rating due to a combination of factors that, in his view, outweigh the near‑term earnings shortfall. While first‑quarter adjusted EPS modestly missed expectations and U.S. higher education revenue and margins were softer than anticipated, he believes the weakness is largely tied to tougher comparisons and transitory pressures rather than a structural demand problem.
Management’s confidence in delivering around 200 basis points of year‑over‑year EBIT and EPS margin improvement, driven by cost savings and efficiency gains, underpins his constructive stance. In addition, the strong performance of the Education Technology Solutions segment, led by Sophia Learning, and the continued shift toward higher‑value healthcare and employer‑affiliated enrollments support a more favorable long‑term growth and profitability profile, justifying a Buy recommendation.
According to TipRanks, Silber is a 3-star analyst with an average return of 2.1% and a 48.99% success rate. Silber covers the Consumer Defensive sector, focusing on stocks such as Covista, Stride, and Laureate Education.
In another report released on April 23, Barrington also reiterated a Buy rating on the stock with a $95.00 price target.