STRA — Strategic Education Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates STRA Bearish with a Setup Score of 35, net conviction 20, actionability 62. How the Setup Score works →

Total Setup Score35
Directional BiasBearish
Net Conviction20
Actionability62 (in range)

Key signals behind this score

About Strategic Education Inc

Strategic Education, Inc. provides education services through campus-based and online post-secondary education, and programs to develop job-ready skills. The company operates through three segments: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. It operates Strayer University that offers undergraduate and graduate degree programs in business, criminal justice, education, health services, information technology, a… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$84.18
Market Cap$1.90B
Float21.5M
Shares Outstanding22.6M
P/E (Forward)11.12
P/E (TTM)14.78
Price/Sales (TTM)1.49
vs. Analyst Target+5.3% to analyst PT
Profit Margin10.21%
Operating Margin (TTM)14.12%
Revenue (TTM)$1.27B
Earnings Growth (YoY)19.40%
Dividend Rate2.4%
Analyst Target Price$88.67 (3 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $1.03B $86.3M $495M $245M
2021 $1.13B $55.1M $523M $214M
2022 $1.07B $46.7M $468M $137M
2023 $1.13B $69.8M $509M $170M
2024 $1.22B $113M $569M $202M
2025 $1.27B $127M $621M $226M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $321M $32.3M
Sep 2025 $320M $26.6M
Dec 2025 $323M $37.9M
Mar 2026 $306M $32.8M

Ownership & Float

Insider Ownership3.7%
Institutional Ownership98.9%
Short Float5.0%
% of All Funds Holding3.14%
Number of Funds Holding258

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$79.25Near-term / short-term trend
Weekly40-Week SMA$80.07Medium-term trend
Weekly80-Week SMA$82.94Cyclical trend (business cycle)
Weekly200-Week SMA$86.77Secular trend (multi-year)
Monthly10-Month SMA$80.04Near-term monthly trend
Monthly20-Month SMA$82.80Medium-term monthly trend
Monthly40-Month SMA$87.76Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$104.00 resistance 1.23x 22 months ago

Historical Earnings Reactions (117 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.32% -0.01% 47.01% 3.16% -7.70%
1 Day -0.11% -0.04% 47.01% 9.34% -15.03%
1 Week 0.06% 0.01% 50.43% 28.19% -21.57%
2 Weeks 0.17% -0.04% 49.57% 27.66% -21.57%
1 Month 1.48% 1.39% 55.17% 39.36% -38.51%

Next earnings: July 29, 2026 (18 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.9%63.3%30
Feb0.4%36.7%30
Mar1.8%66.7%30
Apr3.2%53.3%30
May2.1%50.0%30
Jun2.2%56.7%30
Jul-2.0%41.4%29
Aug-1.0%40.0%30
Sep-0.6%43.3%30
Oct1.7%50.0%30
Nov6.8%73.3%30
Dec-0.6%43.3%30

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.09% 46.9% 1417
Tuesday 0.14% 49.4% 1547
Wednesday 0.04% 49.3% 1545
Thursday 0.11% 51.5% 1515
Friday 0.14% 49.7% 1508

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 98.9%

Insider Transactions — Smart Summary

Total insider ownership: 3.7%

12-Month Insider Activity Summary

Total Filings11
Net Value-$6.9M
Net Shares Change-38,117
% of Float-0.2%
C-Suite Filings7
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
MCDONNELL RAYMOND KARL CHIEF EXECUTIVE OFFICER -$5.0M 1 N/A
JACKSON DANIEL WAYNE CHIEF FINANCIAL OFFICER -$915,897.6 2 1 buy
HERRAIZ LIZETTE BENEDI GENERAL COUNSEL -$607,586.987 1 N/A
Hokenson Christa CHIEF HUMAN RESOURCES OFFICER -$160,000 1 N/A
GRUSKY ROBERT R -$112,282.09 1 1 sell
WAITE G THOMAS III -$108,917.88 2 2 sell
SILBERMAN ROBERT S CHAIRMAN +$58,028.76 1 1 buy
Thawley Michael +$48,352.15 1 1 buy

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-04-24 Thawley Michael +$48,352.15 Transaction at $72.71, now +15.8%
2026-03-16 SILBERMAN ROBERT S CHAIRMAN +$58,028.76 Transaction at $80.82, now +4.2%
2026-05-05 WAITE G THOMAS III -$51,734.88 Transaction at $77.68, now +8.4%
2025-09-02 JACKSON DANIEL WAYNE CHIEF FINANCIAL OFFICER +$154,850 Transaction at $81.50, now +3.3%
2025-12-12 GRUSKY ROBERT R -$112,282.09 Transaction at $80.03, now +5.2%
2025-08-26 WAITE G THOMAS III -$57,183 Transaction at $81.69, now +3.0%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Strategic Education Inc (STRA) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for STRA on Trend Edge →