Strategic Education's Fair Value Estimate Cut to $95, Reflecting AI Efficiencies and Enrollment Concerns.

Strategic Education's fair value estimate has been trimmed from $103.33 to $95.00, a 8% adjustment. The shift reflects a mix of optimism around cost controls and AI-driven efficiencies, alongside concerns about softer US enrollment and a more measured outlook on valuation. Analysts maintain a Buy rating, but lower the price target to $95 from $105, highlighting US enrollment trends as a pressure point.