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Strategic Education Inc (DE:SQE)
FRANKFURT:SQE

Strategic Education (SQE) Price & Analysis

2 Followers

SQE Stock Chart & Stats

€72.50
€2.50(3.82%)
At close: 4:00 PM EDT
€72.50
€2.50(3.82%)

Bulls Say, Bears Say

Bulls Say
Margin ExpansionMulti-year margin expansion indicates stronger operating leverage and execution, with net margin rising from 4% in 2022 to about 10% TTM. This improves internal funding capacity and resilience, although growth remains moderate.
ETS Growth And ProfitabilityETS is becoming a larger, highly profitable earnings engine: revenue rose 15%, operating income 30%, and margin reached 46.2%. Continued expansion in this segment could diversify the tuition base and support group profitability over coming quarters.
Conservative Balance Sheet And Cash GenerationVery low leverage leaves Strategic Education substantial financial flexibility while positive TTM operating cash flow of $216M and free cash flow of $169M support reinvestment and shareholder returns. This reduces balance-sheet stress through operating cycles.
Bears Say
ANZ Enrollment And Revenue PressureANZ enrollment and revenue declines, compounded by slower Australian visa approvals, weaken an important regional contribution. If international pressure persists, domestic growth may need to offset the shortfall, making consolidated revenue progression less predictable.
Narrower Enrollment Growth ChannelsDeclining unaffiliated and non-health-care enrollment narrows the sources of student growth, while management is prioritizing employer-affiliated and healthcare channels. This shift may improve focus but increases dependence on a smaller set of acquisition channels.
Revenue Growth Below Notional ModelManagement's expectation that 2026 revenue may fall below the five-year notional model signals that current growth could remain below the company's intended trajectory. Flat revenue per student and ANZ weakness make stronger enrollment execution important for restoring momentum.

Strategic Education News

SQE FAQ

What was Strategic Education Inc’s price range in the past 12 months?
Strategic Education Inc lowest stock price was €60.50 and its highest was €75.50 in the past 12 months.
    What is Strategic Education Inc’s market cap?
    Strategic Education Inc’s market cap is €1.48B.
      When is Strategic Education Inc’s upcoming earnings report date?
      Strategic Education Inc’s upcoming earnings report date is Nov 05, 2026 which is in 35 days.
        How were Strategic Education Inc’s earnings last quarter?
        Strategic Education Inc released its earnings results on Jul 29, 2026. The company reported €1.554 earnings per share for the quarter, missing the consensus estimate of €1.589 by -€0.035.
          Is Strategic Education Inc overvalued?
          According to Wall Street analysts Strategic Education Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Strategic Education Inc pay dividends?
            Strategic Education Inc does not currently pay dividends.
            What is Strategic Education Inc’s EPS estimate?
            Strategic Education Inc’s EPS estimate is 1.72.
              How many shares outstanding does Strategic Education Inc have?
              Strategic Education Inc has 22,207,560 shares outstanding.
                What happened to Strategic Education Inc’s price movement after its last earnings report?
                Strategic Education Inc reported an EPS of €1.554 in its last earnings report, missing expectations of €1.589. Following the earnings report the stock price went up 3.676%.
                  Which hedge fund is a major shareholder of Strategic Education Inc?
                  Currently, no hedge funds are holding shares in DE:SQE
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Strategic Education Inc

                    Strategic Education, Inc. (SEI) delivers a broad spectrum of educational services, encompassing both traditional campus-based and online post-secondary learning, alongside programs designed to cultivate career-ready competencies. The company operates through three principal divisions: U.S. Higher Education, Australia/New Zealand, and Education Technology Services. Within its U.S. Higher Education portfolio, SEI manages Strayer University, which provides undergraduate and graduate degrees in disciplines such as business administration, accounting, information technology, education, healthcare administration, public administration, and criminal justice, available at physical locations across the eastern United States and through distance learning. It also offers certificate-level web and mobile application development courses via Hackbright Academy and Devmountain, as well as an executive MBA entirely online from the Jack Welch Management Institute. Another key institution is Capella University, an online-only post-secondary provider catering to working adults with bachelor's, master's, and doctoral programs spanning arts and sciences, business and technology, counseling and human services, education, nursing and health sciences, psychology, and public service leadership. Internationally, the Australia/New Zealand segment features Torrens University, which delivers undergraduate, graduate, research-focused, and specialized degrees, primarily in business, design and creative technology, health, hospitality, and education, accessible both online and at its Australian campuses. This division also includes Think Education, a vocational training organization, and New Zealand's Media Design School, renowned for its industry-aligned courses in 3D animation and visual effects, game art and programming, graphic and motion design, digital media artificial intelligence, and creative advertising. Furthermore, SEI's Education Technology Services offers Workforce Edge, a platform that aids employers in managing education benefits, and Sophia Learning, which facilitates more cost-effective education benefit initiatives. Founded in 1892, Strategic Education, Inc. maintains its corporate headquarters in Herndon, Virginia.

                    Strategic Education (SQE) Earnings & Revenues

                    SQE Company Deck

                    SQE Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed solid operating momentum and margin expansion driven by Education Technology Services and U.S. Higher Education (notably employer-affiliated and healthcare enrollment), strong cash flow and share repurchases, and continued scale at Sophia and Workforce Edge. That said, a material $13 million Australia labor charge, ANZ enrollment declines and visa processing headwinds, and academic integrity/AI concerns at Sophia are notable near-term challenges. Management expects margin improvement and has mitigation plans for ANZ instructional costs, but revenue could be pressured in 2026 relative to the notional model.View all DE:SQE earnings summaries

                    SQE Stock 12 Month Forecast

                    Average Price Target

                    €86.75
                    ▲(19.65% Upside)
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3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":66.496,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":69.935,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n     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