¿Es Stride (LRN) listo para un rally del 57,68% en medio del optimismo de los analistas y del impulso de las ganancias?

The question of whether Stride Inc. (LRN) can achieve a 57.68% rally in 2026 hinges on a delicate balance of analyst optimism, earnings resilience, and the company's ability to navigate operational and competitive challenges. With Wall Street price targets ranging from $75 to $159 and a mean of $105–$129.25, the stock appears to be in a bull camp, but the credibility of these targets requires scrutiny in light of Stride's recent performance and evolving market dynamics.

Analyst Price Targets: A Mixed Signal

Wall Street analysts have maintained a cautiously optimistic stance on Stride, with a consensus "Buy" rating and an average price target of $113.25 as of late 2025. This implies a potential 71.59% upside from the current price of $65.19. However, the range of targets-$95 to $125 and the recent 21.57% downward revision in the average target to $134.77-highlight diverging views. The discrepancy stems from conflicting narratives: while Stride's Career Learning segment delivered 20% year-over-year enrollment growth, its platform overhauls caused enrollment declines of 10,000–15,000 in fiscal 2026. Analysts like Zacks Research have downgraded their ratings from "Strong Buy" to "Hold," citing operational risks, while others remain bullish on the company's long-term 2028 revenue and EPS targets.

Earnings Momentum and Operational Reinvestment

Stride's Q1 FY26 adjusted EPS of $1.52-despite platform disruptions-demonstrates its earnings resilience. Analysts project EPS growth of 3.1% in 2026 and 8.6% in 2027, driven by cost discipline and the Career Learning segment's scalability. However, the Zacks Rank of 3 ("Inline") and downward revisions to 2026/2027 EPS estimates (down 4.8% and 8.3%, respectively) underscore skepticism about Stride's ability to sustain momentum. The company's $1.52 EPS figure, while strong, masks short-term pain: platform remediation costs and higher withdrawals have pressured margins.

Strategic investments in AI and automation are central to Stride's long-term value proposition. The company aims to integrate AI into tutoring services and administrative workflows to enhance efficiency, aligning with broader trends in the $204 billion online education market. However, these initiatives come with transitional costs, as evidenced by the 60% drop in LRN's stock price over three months, reflecting investor concerns about near-term execution risks.

Market Dynamics: Growth vs. Competition

The online education sector is expanding rapidly, with a projected CAGR of 11.1%–22.38% through 2035, driven by AI adoption and demand for flexible learning. Stride's dual focus on K-12 and career education positions it uniquely, as competitors like Coursera and Udemy dominate either higher education or corporate training. Yet, Stride's market share faces pressure from AI-driven rivals offering hyper-personalized learning, and its platform instability has eroded short-term confidence.

Despite these challenges, Stride's 21% enrollment growth in Q1 2025 and a $2.4 billion FY2025 revenue suggest a resilient core business. Analysts project mid-teens revenue growth for 2026, fueled by state funding and expanded adult education programs. However, regulatory shifts and enrollment volatility remain tail risks.

Conclusion: A Cautious Bull Case

Stride's 57.68% rally potential is plausible but contingent on resolving operational bottlenecks and maintaining its edge in a competitive market. The average price target of $113.25–$129.25 implies a 71.59%–106.4% upside from current levels, but this assumes successful platform stabilization and sustained enrollment growth. While the Career Learning segment's 20% enrollment growth and AI investments are promising, the Zacks Rank downgrade and EPS revisions underscore caution against over-optimism. Investors should monitor Stride's Q1 2026 results for signs of margin recovery and platform normalization. For now, the stock appears undervalued relative to its long-term potential but carries execution risks that could delay the anticipated rally.