Insider buying last 90 days
No open-market insider purchases were filed for STRA in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every STRA insider filing, plotted on the chart in Gekko.Open STRA in Gekko
NASDAQ: STRA
Strategic Education (STRA) Stock Analysis & Forecast
Oct 12 close
$81.95−0.44 (−0.5%)
Gekko Brief
AI summaryOct 12 closeThis week's activity centers on a flurry of analyst actions around Strategic Education. The stock was rated "Hold" by Wall Street analysts on average, with three recommending hold and two recommending buy, while the consensus 12-month price target sits at $96.67. Separately, Argus raised its target price to $76.00, another firm upgraded the stock to Buy on earnings revisions, and BMO Capital cut its target price, with no further detail given. Strategic Education also confirmed its Q3 2026 earnings date for 5 November 2026.
STRA closed at $81.95, down 0.5%, sitting just above both its 50-day average of $81.41 and 200-day average of $80.58, with the 50-day above the 200-day. The GekkoIndex reads 52.9, placing the stock in the Neutral zone, down 6.4 over the past five sessions. Gekko Fair Value stands at $124.03, putting the current price 33.9% below that level.
Earnings are set for 5 November, 23 days out, falling inside a typical 20-trading-day holding window and historically prone to an average absolute reaction of 8.4%, with 5 beats across the last 8 quarters. The last report, on 29 July 2026, produced a 4.5% reaction on EPS of $1.76 versus a $1.79 estimate. Seasonality from this point in the calendar has averaged a 6.4% move over the next 20 trading days across 5 years, rising in 3 of them. No insider, Congress, or unusual options activity appears in the current windows.
Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.
Strategic Education price vs fair value
Close $81.95200-day averageGekko Fair Value $124.03
Strategic Education quick facts
- Market cap
- $1.86B
- P/E ratio
- 13.8
- Forward P/E
- 9.3
- EPS, TTM
- $5.99
- Revenue, TTM
- $1.29B
- Profit margin
- 10.5%
- Dividend yield
- 2.91%
- Beta
- 0.47
- Volume
- 185,520 avg 290,566
- 1-year return
- +3.2%
- Typical daily move
- ±2.5%
- Typical 20-day move
- ±5.6%
- 50-day average
- $81.41
- 200-day average
- $80.58
- Next earnings
- Nov 5
- Shares outstanding
- 22.21M
Strategic Education swing-trade checklist
Strategic Education scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive1 mixed1 headwind
- Trendsupportive
Above 50 and 200-day
Close $81.95 is above the 50-day ($81.41) and 200-day ($80.58) averages, and the 50-day is above the 200-day.
See the chart - GekkoIndexmixed
52.9, Neutral
Reading 52.9 is in the Neutral zone.
See the GekkoIndex - Fair valuesupportive
33.9% below
Price is 33.9% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings riskheadwind
Reports in 24 days
Reports on Nov 5, 2026, 24 days away — inside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+6.4% on average
From this point in the calendar, the next 20 trading days averaged +6.4% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Strategic Education stock chart and price history
Strategic Education closed at $81.95 on Oct 12, 2026, +3.2% over the past year, inside a 52-week range of $69.70 to $89.73.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +0.4%
- 3 months
- −2.5%
- 6 months
- +3.6%
- 1 year
- +3.2%
The full STRA chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open STRA in Gekko
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About Strategic Education
Strategic Education provides post-secondary learning and career-focused training, combining physical campuses with online study. It serves students pursuing undergraduate and graduate degrees as well as those seeking shorter, skills-based credentials, and it is known for the universities it operates under its umbrella.
The company runs through three divisions. Its U.S. Higher Education arm includes Strayer University, offering degrees in fields such as business, accounting, information technology, healthcare administration and criminal justice, plus coding certificates through Hackbright Academy and Devmountain and an online executive MBA via the Jack Welch Management Institute. Capella University, also under this arm, serves working adults with programs in areas like business, counseling, education, nursing and psychology. The Australia/New Zealand division operates Torrens University, Think Education and Media Design School, covering business, design, health, hospitality and creative fields. Its Education Technology Services division runs Workforce Edge and Sophia Learning, which support employer-provided education benefits.
Strategic Education was founded in 1892 and is headquartered in Herndon, Virginia. Its shares are listed on the NASDAQ under the ticker STRA.
- Listed
- NASDAQ
- Sector
- Consumer services
- Industry
- Other consumer services
- Website
- strategiceducation.com
Strategic Education GekkoIndex: the smart money zone
Strategic Education’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 52.9, in the Neutral zone, down 6.4 points over five sessions.
52.9Neutral
Down 6.4 points over five sessions.
Reading for Oct 12, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 38 | +1.8% | +3.5% | ||
| Accumulation | 257 | +1.3% | +2.6% | ||
| Neutral (current zone) | 353 | −1.0% | −2.3% | ||
| Distribution | 25 | −2.0% | −5.2% | ||
| Selling | 9 | Too few readings yet | |||
Average STRA share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the STRA price, zone by zone.Track STRA in Gekko
Is Strategic Education stock overvalued? Gekko Fair Value
Strategic Education trades 33.9% below Gekko Fair Value of $124.03, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Strategic Education shares are worth, recalculated every trading day.
$124.03
Gekko Fair Value, Oct 10, 2026
33.9% Undervalued
At the end of Aug 2026 the price was 39.1% below the estimate.
Gekko Fair ValueShare price, month end
Gekko Fair Value on every chart, with the gap to price updating daily.Open STRA in Gekko
Strategic Education insider and Congress trading
No open-market insider purchases were filed for Strategic Education, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in STRA were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for STRA, plotted on the chart in Gekko.Open STRA in Gekko
Buybacks
Strategic Education has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $32.75M
- As a share of market cap
- 1.76%
- Trailing four quarters
- $151.6M
From company filings.
Strategic Education earnings: next date and track record
Strategic Education reports on Nov 5, 2026 (24 days away), and beat the EPS estimate in 5 of its last 8 reports.
Next earnings report
Nov 5, 2026
24 days away
- EPS estimate
- $1.95
- Revenue estimate
- $326.5M
5 of 8reports beat the EPS estimate
±8.4%average move across the report
4 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jul 29, 2026 AI summary
- What they said
- Strategic Education reported a solid Q2 2026 with consolidated revenue up ~3% to $330M, operating income up 9% to $53M, adjusted EPS up 16% to $1.76, and YTD operating cash flow up 18% to $117M. Excluding a one-time $13M labor-related charge in Australia, operating income would have grown 35% and margin would have expanded to ~20%. The Education Technology Services (ETS) division showed strong performance (revenue +15%, operating income +30%), with Sophia Learning subscribers up 32% and Workforce Edge corporate agreements continuing to scale. U.S. Higher Education showed stable-to-healthy demand with employer-affiliated enrollment growth while unaffiliated enrollment is not a current marketing focus. Australia/New Zealand showed healthy domestic growth but headwinds from slower visa approvals and weaker international/onshore transfer market. Management emphasized margin improvement (targeting ~200 bps EBIT expansion over this year and next), expects revenue growth to revert to ~5% over the next year, and anticipates returning Australia to growth in 2027. The company is investing in academic integrity and platform improvements (notably at Sophia) and has plans to mitigate potential ongoing grading costs should the Australia appeal be resolved unfavorably.
- Guidance
- Management guidance/forward-looking statements: - Full-year revenue per student expected to be roughly flat. - Company expects revenue growth to revert to ~5% over the next year (anchor of notional model). - Confident in achieving approximately 200 basis points of adjusted EBIT margin expansion over this year and next (potentially including the Australia charge). - Expects to hear whether the Australia High Court will take the appeal in Sept/early Oct; Australia business expected to return to growth in 2027.
- Risks flagged
- Key risks highlighted on the call: - A one-time $13.7M Fair Work Order (labor) charge in Australia and ongoing appellate uncertainty; potential grading costs could remain part of cost base depending on appeal outcome. - Slow visa approvals in Australia reducing international enrollment and onshore transfers, creating near-term headwinds for ANZ enrollment and revenue. - Academic integrity/AI-related concerns (e.g., student misuse of AI in Sophia courses) and the need for ongoing investments to address quality of assessments. - Shifts in student acquisition mix (reduced unaffiliated enrollment emphasis) and potential impacts from LLM-driven search behavior (management has not identified a material impact but is monitoring).
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 29, 2026 | $1.76 est $1.79 | $330.2M est $327.5M | +4.5% |
| Apr 23, 2026 | $1.41 est $1.49 | $305.9M est $309.8M | −12.1% |
| Nov 6, 2025 | $1.63 est $1.30 | $319.9M est $322.3M | +1.6% |
| Jul 30, 2025 | $1.52 est $1.42 | $321.5M est $315.4M | −6.7% |
| Apr 24, 2025 | $1.30 est $0.96 | $303.6M est $322.8M | +1.0% |
| Feb 27, 2025 | $1.27 est $1.43 | $311.5M est $315.2M | −17.8% |
| Nov 7, 2024 | $1.16 est $0.80 | $306.0M est $315.2M | +3.6% |
| Jul 31, 2024 | $1.33 est $1.19 | $312.3M est $308.2M | −19.8% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Strategic Education stock forecast and analyst price targets
Analysts’ average 12-month price target for Strategic Education is $96.67, +18.0% from the last close, from 3 firms rating the stock in the last 90 days.
$96.67consensus 12-month target, +18.0% from the last close
Now $81.95Avg $96.67
Low $90High $105
Each firm’s latest rating in the last 90 days: 3 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Oct 5 | BMO Capital | $95 | +15.9% |
| Jul 30 | Truist Financial | $90 | +9.8% |
| Jul 30 | BMO Capital | $100 | +22.0% |
| Jul 29 | Barrington | $105 | +28.1% |
| Jul 22 | Barrington | $95 | +15.9% |
−2.3%average 20-day move after past Neutral readings
+6.4%average move over the next 20 trading days in the last 5 years
±2.5%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Strategic Education seasonality: the next 20 trading days
Over the next 20 trading days from Oct 10, Strategic Education averaged +6.4% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +2.1% | 5 of 5 |
| Next 10 trading days | +2.7% | 4 of 5 |
| Next 15 trading days | +2.8% | 4 of 5 |
| Next 20 trading days | +6.4% | 3 of 5 |
| Next 30 trading days | +6.9% | 3 of 5 |
For scale, STRA’s typical 20-trading-day move in either direction is about 5.6%.
Strategic Education market cap and key statistics
Strategic Education’s market cap is $1.86B, with a P/E ratio of 13.8 and revenue of $1.29B over the last twelve months.
Valuation
- Market cap
- $1.86B
- P/E ratio
- 13.8
- Forward P/E
- 9.3
- EPS, TTM
- $5.99
- Gekko Fair Value
- $124.03
Trading
- Volume
- 185,520
- Avg volume, 20 days
- 290,566
- 52-week high
- $89.73
- 52-week low
- $69.70
- Shares outstanding
- 22.21M
Financials
- Revenue, TTM
- $1.29B
- Profit margin
- 10.5%
- Return on equity
- 8.2%
- Quarterly earnings growth, YoY
- +24.8%
Risk and income
- Beta
- 0.47
- Typical daily move
- ±2.5%
- Typical 20-day move
- ±5.6%
- Dividend yield
- 2.91%
Strategic Education stock news this week
Coverage of Strategic Education this week reads positive: 3 positive, 1 neutral and 1 negative headlines.
- Strategic Education Inc. (NASDAQ:STRA) Stock Now Rated "Hold" by Wall Street AnalystsMarketBeat, Oct 10
- Strategic Education Q3 2026 Earnings Date and EstimatesMarketBeat, Oct 10
- Strategic Education, Inc. (STRA) Stock ForecastsYahoo Finance, Oct 8
- Zacks upgrades Strategic Education stock to Buy on earnings revisionsAD HOC NEWS, Oct 7
- Strategic Education (STRA) Upgraded to Buy: What Does It Mean for the Stock?Zacks Investment Research, Oct 6
- Strategic Education, Inc. : BMO Cuts Target PMoomoo, Oct 6
Strategic Education peers
Strategic Education’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| BKNGBooking | Accumulation | 28.5% below |
| EXPEExpedia | Neutral | 2.6% below |
| SCIService Corporation International | Accumulation | 2.1% above |
| LTHLife Time | Accumulation | 15.7% below |
| ANDGAndersen | Neutral | 8.0% below |
| HRBH&R Block | Neutral | 38.0% below |
A peer links to its own page where one exists.
Strategic Education stock FAQ
What is Strategic Education’s market cap?
Strategic Education’s market cap is $1.86B at the Oct 12, 2026 close of $81.95, with 22.21M shares outstanding. The shares trade on a P/E ratio of 13.8.
What is the Strategic Education stock forecast?
The consensus analyst 12-month price target for Strategic Education is $96.67, +18.0% from the last close. Of the 3 firms that rated the stock in the last 90 days, 2 rate it a buy, 1 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Strategic Education stock overvalued or undervalued?
On Gekko’s estimate Strategic Education is undervalued: the Oct 12, 2026 close of $81.95 is 33.9% below Gekko Fair Value of $124.03. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Strategic Education report earnings next?
Strategic Education is expected to report on Nov 5, 2026 (24 days away). Analysts expect earnings of $1.95 per share on revenue of $326.5M. Strategic Education beat the earnings estimate in 5 of its last 8 reports, moving 8.4% on average across the report.
What is Strategic Education’s 52-week high and low?
Strategic Education’s 52-week high is $89.73 and its 52-week low is $69.70; it closed at $81.95 on Oct 12, 2026, +3.2% over the past year. Over the last five years the shares peaked at $123.62 on May 6, 2024.
Is Strategic Education stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (trend, fair value and seasonality), 1 as mixed (gekkoindex) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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