Argus cuts target for Strategic Education stock to USD 85.00

Published on 10/28/2026 at 06:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Strategic Education grew second-quarter revenue 4.9 percent to USD 337.30 million. For Strategic Education stock, Q3 consensus revenue is USD 343.97 million.

Analyst targets and earnings

Argus lowered its Strategic Education target to USD 85.00 on October 21, 2026.
Consensus revenue for the third quarter of 2026 stands at USD 343.97 million.
Strategic Education had a USD 1.8 billion market capitalization on October 23, 2026.

STRA, US86272C1036, Illustration mit AI erstellt.

Strategic Education (ISIN US86272C1036) is facing a lower analyst valuation after Argus cut its price target to USD 85.00 on October 21, 2026, according to Yahoo Finance. The target remains above STRA's latest primary-market quote of USD 79.84 on Nasdaq on October 27, 2026 at 4:00 p.m. ET.

Revenue growth sets the baseline

Strategic Education reported second-quarter 2026 revenue of USD 337.30 million, an increase of 4.90 percent from the same period a year earlier. Yahoo Finance said the result exceeded analyst expectations by 3.00 percent, although it described the quarter as mixed because growth was the slowest among the education-services companies it reviewed.

The latest detailed filing summary puts second-quarter net income at USD 37.00 million and diluted earnings per share at USD 1.71. GreekSoup reports that the quarter ended June 30, 2026, while fiscal 2025 revenue reached USD 1.30 billion, up 4.00 percent year over year.

Three valuation steps since October 5

On October 5, 2026, BMO Capital Markets cut its target from USD 100.00 to USD 95.00 while keeping an outperform rating, as reported by MarketBeat. On October 21, 2026, Argus lowered its target to USD 85.00. On October 23, 2026, Simply Wall St cited 3.00 percent annual earnings-per-share growth and a fair value estimate of USD 98.33.

What does the target imply?

Argus's USD 85.00 target is 6.46 percent above the USD 79.84 Nasdaq quote, leaving a narrower gap than the USD 95.00 BMO target. The next earnings release is scheduled for November 5, 2026, according to Stockopedia. Business Quant lists third-quarter 2026 consensus revenue at USD 343.97 million, compared with USD 330.24 million for its second-quarter actual.

Stock valuation before results

Strategic Education had a USD 1.8 billion market capitalization on October 23, 2026, alongside a trailing price-to-earnings ratio of 13.60 and a dividend yield of 2.90 percent. The 52-week Nasdaq range was USD 69.70 to USD 89.73 on the same date.

Strategic Education is listed on Nasdaq under ticker STRA and operates through U.S. higher education, Australia and New Zealand, and education technology services. The further course of trading is shown by the continuously updated real-time quote of Strategic Education stock.