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Strategic Education (STRA)
NASDAQ:STRA
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Strategic Education (STRA) Price & Analysis

340 Followers

STRA Stock Chart & Stats

$75.64
$0.64(0.85%)
At close: 4:00 PM EDT
$75.64
$0.64(0.85%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance SheetVery low leverage and a strong equity base give the company durable financial flexibility. This conservative capital structure supports continued share repurchases, targeted investments in product and quality, and ability to absorb regional enrollment volatility without needing material new debt.
Sustained Margin ExpansionMulti-year improvement in gross and operating margins reflects lasting operating leverage and cost discipline. Higher sustained profitability strengthens cash generation, funds reinvestment in digital and academic quality, and underpins shareholder returns even if revenue growth remains moderate.
Scale In High-Margin Products & Corporate ChannelsGrowth and high margins in ETS plus rapid Sophia subscriber growth and a large Workforce Edge corporate pipeline create durable, diversified revenue channels. Employer-sponsored and non-degree offerings reduce reliance on unaffiliated enrollments and improve long-term revenue mix and margin sustainability.
Bears Say
Australia Labor Charge & Legal RiskThe $13M reserve and pending High Court appeal introduce legal and operational uncertainty in ANZ. An adverse precedent could raise instructional costs, require further reserves or remediation, and compress regional margins; this regulatory risk could also lead to higher compliance costs globally.
ANZ & International Enrollment HeadwindsSustained ANZ enrollment declines and slower visa approvals weaken a key growth corridor and limit international intake. Persistent onshore transfer and visa headwinds reduce top-line visibility and force heavier reliance on employer-affiliated channels, constraining geographic diversification and growth optionality.
Revenue Growth Below Notional Model RiskManagement’s admission that 2026 revenue may trail its notional model highlights structural revenue fragility. With the business increasingly dependent on margin gains for earnings growth, below-model revenue would cap absolute earnings, slow reinvestment, and reduce optionality for strategic initiatives over the medium term.

Strategic Education News

STRA FAQ

What was Strategic Education’s price range in the past 12 months?
Strategic Education lowest stock price was $69.70 and its highest was $89.73 in the past 12 months.
    What is Strategic Education’s market cap?
    Strategic Education’s market cap is $1.78B.
      When is Strategic Education’s upcoming earnings report date?
      Strategic Education’s upcoming earnings report date is Oct 29, 2026 which is in 77 days.
        How were Strategic Education’s earnings last quarter?
        Strategic Education released its earnings results on Jul 29, 2026. The company reported $1.76 earnings per share for the quarter, missing the consensus estimate of $1.8 by -$0.04.
          Is Strategic Education overvalued?
          According to Wall Street analysts Strategic Education’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Strategic Education pay dividends?
            Strategic Education pays a Quarterly dividend of $0.6 which represents an annual dividend yield of 3%. See more information on Strategic Education dividends here
              What is Strategic Education’s EPS estimate?
              Strategic Education’s EPS estimate is 1.95.
                How many shares outstanding does Strategic Education have?
                Strategic Education has 22,207,560 shares outstanding.
                  What happened to Strategic Education’s price movement after its last earnings report?
                  Strategic Education reported an EPS of $1.76 in its last earnings report, missing expectations of $1.8. Following the earnings report the stock price went up 7.655%.
                    Which hedge fund is a major shareholder of Strategic Education?
                    Currently, no hedge funds are holding shares in STRA
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Strategic Education

                      Strategic Education, Inc. (SEI) delivers a broad spectrum of educational services, encompassing both traditional campus-based and online post-secondary learning, alongside programs designed to cultivate career-ready competencies. The company operates through three principal divisions: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Within its U.S. Higher Education portfolio, SEI manages Strayer University, which provides undergraduate and graduate degrees in disciplines such as business administration, accounting, information technology, education, healthcare administration, public administration, and criminal justice, available at physical locations across the eastern United States and through distance learning. It also offers certificate-level web and mobile application development courses via Hackbright Academy and Devmountain, as well as an executive MBA entirely online from the Jack Welch Management Institute. Another key institution is Capella University, an online-only post-secondary provider catering to working adults with bachelor's, master's, and doctoral programs spanning arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. Internationally, the Australia/New Zealand segment features Torrens University, which delivers undergraduate, graduate, research-focused, and specialized degrees, primarily in business, design and creative technology, health, hospitality, and education, accessible both online and at its Australian campuses. This division also includes Think Education, a vocational training organization, and New Zealand's Media Design School, renowned for its industry-aligned courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media artificial intelligence, and creative advertising. Furthermore, SEI's Education Technology Services offers Workforce Edge, a platform that aids employers in managing education benefits, and Sophia Learning, which facilitates more cost-effective education benefit initiatives. Founded in 1892, Strategic Education, Inc. maintains its corporate headquarters in Herndon, Virginia.

                      Strategic Education (STRA) Earnings & Revenues

                      STRA Company Deck

                      STRA Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed solid operating momentum and margin expansion driven by Education Technology Services and U.S. Higher Education (notably employer-affiliated and healthcare enrollment), strong cash flow and share repurchases, and continued scale at Sophia and Workforce Edge. That said, a material $13 million Australia labor charge, ANZ enrollment declines and visa processing headwinds, and academic integrity/AI concerns at Sophia are notable near-term challenges. Management expects margin improvement and has mitigation plans for ANZ instructional costs, but revenue could be pressured in 2026 relative to the notional model.View all STRA earnings summaries

                      STRA Stock 12 Month Forecast

                      Average Price Target

                      $98.33
                      ▲(30.00% Upside)
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