BMO cuts target for Strategic Education stock to USD 95.00

Published on 10/20/2026 at 13:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached USD 337.26 million, up 4.9 percent year over year. Strategic Education stock costs EUR 72.50 on October 20, 2026.

Analyst view and earnings setup

BMO Capital lowered its target from USD 100.00 to USD 95.00 on October 5, 2026.
Second-quarter revenue reached USD 337.26 million, up 4.9 percent year over year.
Strategic Education stock trades at EUR 72.50 at 1:41 p.m. CEST at Lang & Schwarz on October 20, 2026.
Third-quarter results are scheduled for November 5, 2026, before the US market opens.

STRA, US86272C1036, Illustration mit AI erstellt.

Strategic Education (ISIN US86272C1036) faces a lower BMO Capital target of USD 95.00 after the firm reduced it from USD 100.00 on October 5, 2026, while keeping its Outperform rating, according to Markets Insider. The latest quarterly report showed USD 337.26 million in second-quarter revenue and USD 37.16 million in net profit.

Revenue provides the operating baseline

Markets Insider reported that revenue for the quarter ended June 30, 2026, rose 4.9 percent from USD 321.47 million a year earlier, while net profit increased from USD 32.33 million to USD 37.16 million. The figures give the valuation debate a concrete operating base, even as BMO's target reduction signals a more cautious near-term view.

Strategic Education provides postsecondary education and workforce-focused learning through Strayer University, Capella University and related services. Its market capitalization was USD 1.8 billion as of October 19, 2026, and the stock's one-year range was USD 69.70 to USD 89.73.

What changed across three dates?

On October 5, 2026, BMO Capital kept its Outperform rating and cut its target from USD 100.00 to USD 95.00, as Markets Insider reported. On October 17, 2026, five brokerages were described as holding a consensus rating of Hold, with three Hold ratings and two Buy ratings and an average target of USD 96.67, according to Transcript Daily. On October 20, 2026, the stock was trading at EUR 72.50 at Lang & Schwarz.

When are the next results due?

MarketBeat lists November 5, 2026, before the US market opens, as the estimated date for Strategic Education's third-quarter results and gives a 10:00 a.m. ET conference call time. Its consensus calls for USD 1.95 in earnings per share and USD 326.55 million in revenue, compared with USD 1.63 and USD 319.95 million in the year-earlier quarter, respectively.

Price sets the immediate reference

The euro quote places the stock below its USD 89.73 one-year high in a separate currency comparison that does not translate into a percentage. The more relevant near-term test is whether the November report supports the current earnings estimates after the second-quarter revenue and profit increases.

Strategic Education was trading at EUR 72.50 at Lang & Schwarz on October 20, 2026 at 1:41 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Strategic Education stock.