Stock Ratings / Real Estate / STRA / earnings

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Strategic Education Inc. (STRA) Next Earnings Date & Expected ±5.6% Move

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

As of 2026-11-01, Strategic Education Inc. (NASDAQ: STRA) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 72/100 at a spot price of $77.81 (+0.34% 1D, market cap $1.73B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 16/20, and SEC Balance-Sheet Forensics 16/20. Across 51 tracked Real Estate issuers, STRA ranks #10 in composite RQD confidence.

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

Within the Real Estate sector (Other Consumer Services), STRA carries a Roarable B (72/100 RQD), trailing P/E of 13.6x, gross margin of —, and ROIC of 9.1%. By comparison, PRDO (Perdoceo Education Corporation) holds a B- grade (70/100 RQD, P/E 12.3x, ROIC 18.0%, cap $1.96B) and UTI (Universal Technical Institute Inc) posts a B grade (75/100 RQD, P/E 20.6x, ROIC 19.3%, cap $1.30B). Among the 5-stock peer group, PRDO leads on earnings multiple (12.3x) while DAO leads on capital efficiency (21.5% ROIC).

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

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: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

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

STRA last traded at $77.81 (+0.34% on volume of 262,882 shares), positioning the stock -3.69% below its 50-day simple moving average ($80.79) and -3.23% below its 200-day simple moving average ($80.41). Across its 52-week range of $69.70 to $89.73, STRA sits at the 40.5% percentile with a 14-day RSI of 29.0 (OVERSOLD (<32)) and an implied next-earnings move of ±5.6% ($73.45 to $82.17).

Q: When is STRA's next earnings date?

Based on SEC filing cadence, Strategic Education Inc. (STRA)'s next quarterly reporting window is estimated around Dec 30, 2026.

Q: How much is STRA stock expected to move on earnings?

Volatility modeling currently projects a ±5.6% event move for STRA, spanning a range between $73.45 and $82.17.

$77.81 +0.34% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $78.04

Strategic Education Inc. (STRA) earns a Roarable Rating of B (Buy) with 72/100 RQD Confidence. High-quality cash engine (steady margins, 9% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 72/100 (B) historically ranked in the Top 13% of excess returns over the next 90 days (+7.0% avg 90D alpha vs SPY • 68.7% hit rate) →

ROARABLE B • BUY Cap $1.73B

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

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $78.04 (+0.30%)🧬 Cannibal Buyback (-2.36% YoY Shares)⚙️ Cash Engine: 15/20 (B) • 12.1% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 72/100 (B) historically ranked in the Top 13% of excess returns over the next 90 days (+7.0% avg 90D alpha vs SPY • 68.7% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B

3-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 B- · Rk B

Each axis scored 0–20

12M PRICE TARGET CONE+6.3% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for STRA)Realized 20D OHLCV Swing Band: ±5.6%

Deterministic 5-Pillar Attribution (72/100 Composite)

🔍 WHY STRA SCORES 72/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+16/20 pts (22% of score)

FRED Regime × Technicals: 40% of 52W Range • RSI-14 at 29 (OVERSOLD (<32))

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+16/20 pts (22% of score)

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

▼ #1 Drag / Risk Factor: Whale & Options Positioning11/20 pts (-9 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-9 pts vs max)

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

Q1 (-3Q)

Grade A-$82.39-1.3% Next Q

Q2 (-2Q)

Grade B+$81.33+0.5% Next Q

Q3 (-1Q)

Grade B+$81.74-4.8% Next Q

Current

Grade B$77.81+7% Hist 90D α

Trajectory: A- (80) → B (72)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 72/100 (B) 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

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ 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 ($80.79) or 200D SMA ($80.41) invalidates the momentum regime and cuts Target Base ($82.71) toward Bear Floor ($63.80).

🎲 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 72%NO 28%Trade / Inspect Odds →

NEXT EST. WINDOW: Dec 30, 2026 (~58 DAYS)

Historical OHLCV Volatility ±5.6% Swing Band

±$4.36 Expected Swing

MODEL EARNINGS SETUP GAUGE

STRA Quantitative Pre-Earnings Setup: 72/100

Trailing EPS: $5.70 • YoY Revenue Growth: 4%

Model Bullish Setup (72/100)Model Risk Weight (28/100)

Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).

LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

Period	Filed	Revenue	Net Profit	Free Cash Flow	Gross Margin
FY 2025	2025-12-31	$1.27B	$126.6M	$153.9M	52%
FY 2024	2024-12-31	$1.22B	$112.7M	$128.8M	52%
FY 2023	2023-12-31	$1.13B	$69.8M	$117.1M	52%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating STRA & AI Leaders Without Chasing Tops

✓Institutional whale strikes & implied earnings move audit on STRA
✓How disciplined traders manage risk using pre-published trigger & invalidation levels
✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders

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: -0.75%📐 HORIZONTAL RANGE

2026-10-30O $78.19H $78.31L $72.61C $77.81VOL 348.9K

RES: $82.59SUP: $72.60SMA50: $80.79SMA200: $80.41

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 (#25)

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

Reverse-DCF Expectations Hurdle (#30)

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 (#33)

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 #10 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 #10 by composite RQD confidence (72/100, grade B) and #13 by equity capitalization ($1.73B). 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. UTI currently holds the highest overall quantitative score in the immediate peer group at 75/100 (B) compared with STRA at 72/100 (B).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
STRA ACTIVE Strategic Education Inc.	B	72/100	13.6x	—	9.1%	+0.34%	$1.73B	Benchmark Subject
PRDO Perdoceo Education Corporation	B-	70/100	12.3x	—	18.0%	-0.32%	$1.96B	/prdo-vs-stra →
UTI Universal Technical Institute Inc	B	75/100	20.6x	—	19.3%	+6.59%	$1.30B	/uti-vs-stra →
DAO Youdao Inc. each representing one Class A Ordinary Share	D+	58/100	—	44.3%	21.5%	+1.79%	$2.33B	/dao-vs-stra →
AFYA Afya Limited (Class A)	D+	58/100	—	—	—	-0.68%	$953.2M	/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?

As of 2026-11-01, Strategic Education Inc. (NASDAQ: STRA) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 72/100 at a spot price of $77.81 (+0.34% 1D, market cap $1.73B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 16/20, and SEC Balance-Sheet Forensics 16/20. Across 51 tracked Real Estate issuers, STRA ranks #10 in composite RQD confidence.

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

Within the Real Estate sector (Other Consumer Services), STRA carries a Roarable B (72/100 RQD), trailing P/E of 13.6x, gross margin of —, and ROIC of 9.1%. By comparison, PRDO (Perdoceo Education Corporation) holds a B- grade (70/100 RQD, P/E 12.3x, ROIC 18.0%, cap $1.96B) and UTI (Universal Technical Institute Inc) posts a B grade (75/100 RQD, P/E 20.6x, ROIC 19.3%, cap $1.30B). Among the 5-stock peer group, PRDO leads on earnings multiple (12.3x) while DAO leads on capital efficiency (21.5% ROIC).

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

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: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

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

STRA last traded at $77.81 (+0.34% on volume of 262,882 shares), positioning the stock -3.69% below its 50-day simple moving average ($80.79) and -3.23% below its 200-day simple moving average ($80.41). Across its 52-week range of $69.70 to $89.73, STRA sits at the 40.5% percentile with a 14-day RSI of 29.0 (OVERSOLD (<32)) and an implied next-earnings move of ±5.6% ($73.45 to $82.17).

STRA Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is STRA's next earnings date?

Based on SEC filing cadence, Strategic Education Inc. (STRA)'s next quarterly reporting window is estimated around Dec 30, 2026.

How much is STRA stock expected to move on earnings?

Volatility modeling currently projects a ±5.6% event move for STRA, spanning a range between $73.45 and $82.17.

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