周四盘中，在线教育公司Stride（股票代码：LRN）股价大跌5.04%，延续了此前财报发布后的跌势。据悉，自财报公布以来，Stride股价已累计下跌超过50%。
造成股价大幅下跌的主要原因是公司发布了保守的2026财年指引。Stride预计2026财年收入在24.8亿到25.55亿美元之间，意味着全年收入增长仅为5%，远低于华尔街11%的预期。公司表示，增长放缓部分是由于技术实施未按计划进行，导致了比预期更高的退学率和较低的转化率。
尽管短期面临挑战，分析师Gary Alexander仍然维持买入评级，并建议投资者逢低买入。他指出，Stride有着发布保守预期的历史，实际业绩往往优于初始指引。此外，公司重申了到2028财年的中期目标，预计收入年均增长10%，经营利润和每股收益年均增长20%。在当前估值下，Stride的2026财年调整后EBITDA市盈率仅约为6倍，可能具有投资价值。
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