Strategic Education, Inc. (STRA)
NASDAQConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-09-04
$81.59-0.38%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · STRA
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -17.8% |
| Our one-year growth estimate | diamond | 3.0% |
Growth built into the price is above our model estimate.
The price assumes 20.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 9 industry peers · Company calendar date is not available
STRA — earnings miss
Dated 2026-07-29
Results of Operations and Financial Condition. On July 29, 2026, Strategic Education, Inc. (“Strategic Education”) issued a press release announcing its financial results for the period ended June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 hereto and is hereby incorporated by reference into this
Why it matters: If revenue growth drops, it could signal a slowdown in the growth phase. This affects overall performance.
Worry ifRevenue growth for Q2 2026 falls below the median growth rate of the last 1.8 years.
Less concerning ifRevenue growth for Q2 2026 remains above the median growth rate.
Why it matters: Keeping the dividend shows financial health and care for shareholders.
Supportive ifThe company declares a quarterly cash dividend of $0.60 per share.
Worry ifThe company cuts or stops the quarterly cash dividend.
Why it matters: Better operating income is key for long-term growth. It shows good cost control.
Supportive ifOperating income is up from the last quarter.
Worry ifOperating income is down from the last quarter.
Why it matters: Keeping the $0.6 dividend shows financial strength. It affects how investors feel.
Supportive ifThe official announcement says the dividend will stay at $0.6 per share.
Worry ifThis means a cut or stop in the dividend.
Why it matters: Enrollment trends impact revenue. A decline could hurt growth in this segment.
Worry ifU.S. Higher Education segment enrollment decreases more than 1% year over year.
Less concerning ifEnrollment in U.S. Higher Education stays the same or goes up each year.
Why it matters: Growth in net income shows the company is financially healthy and efficient.
Supportive ifNet income increases to over $35 million in Q2.
Worry ifNet income decreases or stays below $32 million in Q2.
Why it matters: High repurchase levels can indicate management's confidence in the stock. Low levels may suggest caution.
Supportive ifThe company repurchases more than 500,000 shares in Q3.
Worry ifThe company repurchases fewer than 500,000 shares in Q3.
Why it matters: Improving operating income shows better cost management and can lead to higher profits. This is key for growth.
Supportive ifOperating income for Q2 2026 is higher than in Q2 2025.
Worry ifOperating income for Q2 2026 is lower than in Q2 2025.
Why it matters: Changes in bad debt expense can signal shifts in student payment behavior and financial health.
Worry ifBad debt expense as a percentage of revenue decreases below 3.0%.
Less concerning ifBad debt expense as a percentage of revenue increases above 4.0%.
Why it matters: Keeping the dividend shows financial health. It shows a commitment to shareholders.
Watch forA $0.60 cash dividend payment is set for September 14, 2026.
Also watch forThere is news of a dividend cut or suspension.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$126 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $391 loss on $10,000 · 3.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,575 loss on $10,000 · 15.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.