BMO Capital maintains Outperform rating, lowers Strategic Education's PT to $88 from $98.

BMO Capital maintains Outperform rating, lowers Strategic Education's PT to $88 from $98.

BMO Capital has revised its rating and price target for Strategic Education (NASDAQ: STRA). The investment bank has lowered its price target to $88 from $98, while maintaining an "Outperform" rating. This adjustment comes on the heels of the company's recent earnings report and various analyst upgrades.

Strategic Education reported earnings per share (EPS) of $1.52 for the quarter, exceeding analysts' consensus estimates of $1.42 by $0.10. The company also posted a return on equity of 7.29% and a net margin of 9.14%. Revenue for the quarter was $321.47 million, up 2.9% from the same period last year.

Institutional investors have shown significant interest in Strategic Education, with several large investors increasing their stakes in the company. GAMMA Investing LLC, for instance, grew its position by 148.9% in the second quarter, while Sterling Capital Management LLC increased its stake by 809.1% in the fourth quarter.

Despite the positive earnings report and analyst upgrades, BMO Capital has lowered its price target, reflecting a more cautious outlook. The investment bank cited a slightly weaker macroeconomic environment and tariff uncertainty as factors influencing its decision. However, it remains bullish on the company's long-term prospects.

References:
[1] https://www.marketbeat.com/instant-alerts/strategic-educations-stra-outperform-rating-reiterated-at-barrington-research-2025-07-30/
[2] https://za.investing.com/news/analyst-ratings/agco-stock-price-target-raised-to-110-from-94-at-bmo-capital-93CH-3814844