Should I buy, hold, or sell STRA stock right now?

Strategic Education Inc. (STRA) currently earns a Roarable Rating of C- (Hold — HOLD) with 59/100 RQD Confidence. Solid steady margins (9% return on capital), mixed timing at 14x P/E—hold if owned, no rush to chase.

What is STRA's 12-month price target and RQD AI Jury consensus?

STRA's 12-month base price target is $72.9 (range $56.86 to $94.22), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Stock Ratings / Real Estate / STRA

PRDO (64) UTI (63) DAO (68) AFYA (46) ⌘ Pro Terminal →

Strategic Education Inc. (STRA) — RQD Stock Rating Cockpit

$72.57 -0.53% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $72.36

Strategic Education Inc. (STRA) carries a Roarable Rating of C- (Hold) with 59/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C- • HOLD / WATCH Cap $1.62B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on STRA Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is STRA stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, Strategic Education Inc. (NASDAQ: STRA) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 59/100 at a spot price of $72.57 (-0.53% 1D, market cap $1.62B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 4/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 10/20, and Executive Insider Alignment 16/20. Across 51 tracked Real Estate issuers, STRA ranks #17 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does STRA compare to PRDO and UTI in the Real Estate sector?

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Within the Real Estate sector (Other Consumer Services), STRA carries a Roarable C- (59/100 RQD), trailing P/E of 13.6x, gross margin of —, and ROIC of 9.1%. By comparison, PRDO (Perdoceo Education Corporation) holds a C grade (64/100 RQD, P/E 12.3x, ROIC 18.0%, cap $1.87B) and UTI (Universal Technical Institute Inc) posts a C grade (63/100 RQD, P/E 20.6x, ROIC 19.3%, cap $1.25B). Among the 5-stock peer group, PRDO leads on earnings multiple (12.3x) while DAO leads on capital efficiency (21.5% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for STRA?

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Per STRA's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001013934), Strategic Education Inc. generated $1.27B in revenue (+4.0% YoY), $126.6M in net income, and $153.9M in free cash flow against $2.04B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $72.36 (-0.29%)🧬 Cannibal Buyback (-2.36% YoY Shares)⚙️ Cash Engine: 15/20 (B) • 12.1% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 59/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.2% avg 90D alpha vs SPY • 53.1% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C-

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk C-

Each axis scored 0–20

12M PRICE TARGET CONE+0.5% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for STRA)Realized 20D OHLCV Swing Band: ±6%

Deterministic 5-Pillar Attribution (59/100 Composite)

🔍 WHY STRA SCORES 59/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Insider Conviction & Share Dilution+16/20 pts (27% of score)

SEC Form 4 / 13F Thermometer: 80% Net Buy • Cannibal Buyback (-2.36% YoY Shares)

▲ #2 Bullish Driver: Cash Engine Quality+15/20 pts (25% of score)

SEC XBRL FY 2025 (10-K): 12.1% FCF Margin ($153.9M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning4/20 pts (-16 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-16 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B-$81.89-1.3% Next Q

Q2 (-2Q)

Grade C+$80.80-1.2% Next Q

Q3 (-1Q)

Grade C+$79.84-9.1% Next Q

Current

Grade C-$72.57+0.2% Hist 90D α

Trajectory: B- (67) → C- (59)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the STRA Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 59/100 (C-) score, STRA faces multiple-compression risk if 13.6x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.36% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($80.45) or 200D SMA ($80.33) invalidates the momentum regime and cuts Target Base ($72.90) toward Bear Floor ($56.86).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $STRA• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “STRA Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 59%NO 41%Trade / Inspect Odds →

RSI-14 MOMENTUMNEUTRAL RANGE

36.330 Oversold · 70 Hot

ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)

3.76>3.0 Fortress Safe

PIOTROSKI F-SCORESOLID CORE (5–6)

6 / 99-Pt Accounting

52-WEEK LASER RANGE14% OF RANGE

L: $70$72.57H: $90

1. Money & Cash Health● HEALTHY

Are profits real cash in the bank?

Real cash coming in backs up reported profits (steady margins and healthy balance-sheet cushion).

Factor Grade: BRQD 15 / 20

2. Big Money & Insiders● TRIMMING

Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: DRQD 20 / 40

3. Hidden Risks & Market Weather● WATCH

SEC fine-print scan & interest-rate fit

No major SEC filing blowups, though current interest rates and Fed liquidity call for normal position sizing.

Factor Grade: C-RQD 24 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

2-of-3 JEV AI Jury Bullish on STRA

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

BULLISH (75)

9.1% ROIC with 42.0% gross margin and 8.91% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

BULLISH (70)

Altman-Z 3.76 and Piotroski 6/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

BEARISH (50)

20/40 institutional & smart-money positioning score with 10/20 macro alignment.

Bull Case: Why Buyers Like STRA

✓Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.
✓Company leadership has skin in the game with net positive insider conviction.

Bear Case: What Could Go Wrong

!Sensitive to high interest rates and tighter Federal Reserve market liquidity.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (STRA Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

STRA // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -5.72%🛡️ HOLDING TREND SUPPORT

2026-11-03O $77.81H $77.81L $72.57C $72.57VOL 349.0K

RES: $82.40SUP: $72.59SMA50: $80.45SMA200: $80.33

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

STRA Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 STRA Butterfly Map → + Track STRA →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

5.1%/yr Implied 5Y Growth

vs. +4.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on STRA today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for STRA. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for STRA today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (STRA)

Real Estate Rank #17 of 51 ⚔️ PRDO vs STRA Full Matrix →

1. Head-to-Head Real Estate Peer Comparison (STRA vs. PRDO, UTI, DAO, AFYA)

Industry: Other Consumer Services (73 Tracked Issuers)

Across 51 tracked Real Estate securities in the Roarable RQD universe, Strategic Education Inc. (STRA) ranks #17 by composite RQD confidence (59/100, grade C-) and #13 by equity capitalization ($1.62B). Within this direct 5-issuer industry benchmark cohort, PRDO leads on earnings valuation at 12.3x trailing P/E, while DAO leads on capital efficiency and profitability with 21.5% ROIC and 44.3% gross margin. DAO currently holds the highest overall quantitative score in the immediate peer group at 68/100 (C+) compared with STRA at 59/100 (C-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
STRA ACTIVE Strategic Education Inc.	C-	59/100	13.6x	—	9.1%	-0.53%	$1.62B	Benchmark Subject
PRDO Perdoceo Education Corporation	C	64/100	12.3x	—	18.0%	-0.50%	$1.87B	/prdo-vs-stra →
UTI Universal Technical Institute Inc	C	63/100	20.6x	—	19.3%	-3.40%	$1.25B	/uti-vs-stra →
DAO Youdao Inc. each representing one Class A Ordinary Share	C+	68/100	—	44.3%	21.5%	-1.44%	$2.42B	/dao-vs-stra →
AFYA Afya Limited (Class A)	D	46/100	—	—	—	+1.82%	$979.4M	/afya-vs-stra →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001013934 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Strategic Education Inc. (STRA) reported GAAP revenue of $1.27B (+4.0% vs. FY2024 revenue of $1.22B , and +11.9% cumulative change since FY2023) , GAAP net income of $126.6M, operating cash flow of $198.2M, and free cash flow of $153.9M (+19.6% YoY). On the balance sheet, STRA closed FY2025 with $2.04B in total assets against $0 in total debt (Altman Z-Score: 3.76, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.27B	$126.6M	$198.2M	$153.9M	$2.04B	—
FY2024 (FY)	2024-12-31	$1.22B	$112.7M	$169.3M	$128.8M	$2.05B	$0
FY2023 (FY)	2023-12-31	$1.13B	$69.8M	$117.1M	$117.1M	—	—

3. STRA Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is STRA stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does STRA compare to PRDO and UTI in the Real Estate sector?

What are the biggest fundamental strengths and SEC risk factors for STRA?

Where is STRA trading relative to its 50-day, 200-day, and 52-week technical levels?

STRA last traded at $72.57 (-0.53% on volume of 377,942 shares), positioning the stock -9.79% below its 50-day simple moving average ($80.45) and -9.66% below its 200-day simple moving average ($80.33). Across its 52-week range of $69.70 to $89.73, STRA sits at the 14.3% percentile with a 14-day RSI of 36.3 (NEUTRAL RANGE) and an implied next-earnings move of ±6.0% ($68.22 to $76.92).

Direct Sub-Reports: STRA RQD Cockpit STRA 12M Forecast STRA Earnings & Move STRA Dividends & DRIP STRA Insiders & 13F STRA Whale Options STRA Profit Sankey STRA News & Why

ROARABLE RATING BRIEF • RQD 59/100 (C-) ✓ SEC XBRL & RQD VERIFIED

STRA — Strategic Education Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Strategic Education Inc. (STRA) earns a live Roarable RQD composite score of 59/100, corresponding to a C- letter grade (Roarable Hold) at a spot price of $72.57 (-0.53% 1D, market capitalization $1.62B).

Fundamental Cash Engine (15/20): Anchored by return on invested capital (ROIC) of 9.1%, gross margin of —, operating margin of 13.7%, and free cash flow yield of 8.91%.
Whale 13F & Options Flow (4/20) + Insider Conviction (16/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (10/20) + Forensic Balance Sheet (14/20): Incorporates a 1.00x equity beta, Altman Z-Score of 3.76, Piotroski F-Score of 6/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Strategic Education Inc. Is a NASDAQ-listed issuer classified in the Real Estate sector and the Other Consumer Services industry. The profile establishes a market capitalization of $1.7B. —: detailed product or service offerings, customer base, and revenue model descriptions.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Strategic Education Inc. (STRA) reported $1.27B in annual revenue (up from $1.22B in FY2024, +4.0% YoY) and $126.6M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($1.13B revenue, $69.8M net income) through FY2025, STRA scaled operating cash flow to $198.2M and free cash flow to $153.9M, backed by $2.04B in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (C- • RQD 59/100): Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 15/20 and Institutional Whale Flow at 4/20, sustained execution supports upside toward the upper end of the $69.70 – $89.73 52-week range.
🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 13.6x trailing P/E and 7.5x EV/EBITDA against 13.7% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Upstream and downstream dependencies: — Sector correlations beyond the Beta of 1.0 and the Real Estate / Other Consumer Services classification: — Second-order bottlenecks: — The news feed's program-transfer item (Sophia courses toward National University programs) is the only operational reference in the sources and may warrant monitoring as an education-services ecosystem item.

Key Question #1: Can STRA sustain or expand its 13.7% operating margin and 9.1% ROIC against Other Consumer Services peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $1.27B and free cash flow of $153.9M, how will capital allocation balance growth reinvestment against $0 in total debt?
Key Question #3: How sensitive is STRA's 12.6x forward P/E multiple to Real Estate capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

STRA Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Strategic Education Inc. (STRA) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to STRA Debate Forum (3) ↓

🟢 CATALYST Yahoo Finance • 21h ago

Strategic Education (STRA) Upgraded to Buy: What Does It Mean for the Stock?

Yahoo Finance report covering Strategic Education Inc. (STRA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 1d ago

Consumer discretionary - education services stocks Q2 in review: Strategic Education (NASDAQ:STRA) vs peers

TradingView report covering Strategic Education Inc. (STRA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE MarketBeat • 1d ago

Strategic Education (NASDAQ:STRA) Stock Price Crosses Above Two Hundred Day Moving Average - Should You Sell?

MarketBeat report covering Strategic Education Inc. (STRA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Simply Wall St • 1d ago

Is Strategic Education (STRA) Undervalued As Growth Questions Cloud Its Fair Value?

Simply Wall St report covering Strategic Education Inc. (STRA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

Eligible undergraduates will be able to transfer Sophia courses toward National University programs.

Stock Titan report covering Strategic Education Inc. (STRA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Strategic Education, Inc. (STRA) Stock Forecasts

Yahoo Finance report covering Strategic Education Inc. (STRA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH ad-hoc-news.de • 1d ago

BMO cuts target for Strategic Education stock to USD 95.00

ad-hoc-news.de report covering Strategic Education Inc. (STRA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE MarketBeat • 1d ago

Strategic Education (STRA) Set to Post Quarterly Earnings on Thursday

MarketBeat report covering Strategic Education Inc. (STRA) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

STRA Bull vs. Bear Conversation Board — What's Your Call at $72.57?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON STRA 🐻 33% BEARISH CONVICTION

BR BreakoutHunter RQD DEBATE OPENER • Swing & Catalyst Trader 🐂 BULLISH 🎯 Target: $96.31 (+32.0%)

📌 Pinned Debate

Insider Conviction (16/20) and a 9.1% ROIC with an 8.91% FCF yield show the cash engine and insider flow are the strongest supports in

Long STRA at $72.96 targeting $96.31. Insider Conviction (16/20) and a 9.1% ROIC with an 8.91% FCF yield show the cash engine and insider flow are the strongest supports in the rating.. Institutional whale score is 4/20 and the risk/reward vs. the $69.70 52-week low is skewed heavily in favor of bulls.

CapAlloc_Nerd 🐂 BULL

@BreakoutHunter Agree on the RQD 59/100 quality, though with 1.0 beta I'm scaling in with half-size at $72.96 and keeping dry powder in case we test $67.85.

BE BearTrap_Alert RQD DEBATE OPENER • Cycle Peak Watcher 🐻 BEARISH 🎯 Target: $55.45 (-24.0%)

Spot @ $72.96

A Whale 13F Flow score of 8/20 and a Beta of 1.0 mean institutional support is weak and the stock offers no defensive cushion in a mark

Here is the bear case nobody on the bull side wants to address on STRA: A Whale 13F Flow score of 8/20 and a Beta of 1.0 mean institutional support is weak and the stock offers no defensive cushion in a market pullback.. At 13.6x trailing P/E, even a small guidance miss in Other Consumer Services triggers a 12-15% air pocket.