Strategic Education stock analysis
Strategic Education (SQE) Stock Price & Analysis
SQE Stock Chart & Stats
- Day’s Range
- EUR 48.60 - EUR 49.20
- 52-Week Range
- EUR 45.60 - EUR 75.50
- Previous Close
- EUR 49.40
- Volume
- N/A
- Average Volume (3M)
- 0
- Market Cap
- EUR 1.09B
- Enterprise Value
- EUR 1.60B
- Total Cash (Recent Filing)
- EUR 131.57M
- Total Debt (Recent Filing)
- EUR 102.91M
- Price to Earnings (P/E)
- 188.7
- Beta
- 0.45
- Next Earnings
- Feb 19, 2027 (Est.)
- EPS Estimate
- 1.58
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 4.13%
Bulls Say, Bears Say
Bulls Say
Balance Sheet And Cash Generation
Very low leverage and sizeable cash generation give Strategic Education financial flexibility to fund programs, campuses, and technology investments without relying heavily on borrowing. This conservative balance-sheet profile can help the company absorb enrollment volatility while preserving capacity for long-term growth initiatives.
Education Technology Services Growth
Education Technology Services combines double-digit revenue growth with strong and expanding profitability, indicating an attractive platform within the portfolio. Continued investment in its product roadmap and corporate-client capabilities could broaden recurring demand and make this segment a more important long-term growth engine.
Healthcare And Employer Demand
Healthcare programs and employer-linked enrollment are becoming a larger share of U.S. higher education, supporting durable demand from working learners and workforce partners. This mix can improve relevance, diversify student acquisition, and provide a stronger foundation for new programs such as nursing and radiologic technology.
Bears Say
Australian International Enrollment Risk
Severe Australian immigration restrictions directly constrain international student acquisition and transfers, creating a structural headwind rather than a brief enrollment fluctuation. The resulting pressure can weigh on Australian revenue, utilization, and profitability until domestic expansion becomes large enough to offset the lost international contribution.
Flat 2027 Growth And Investment Margin Pressure
Flat expected revenue in 2027 limits near-term operating leverage just as the company increases spending on growth initiatives. Although the investments may support recovery later, the interim combination of muted top-line expansion and lower margins could constrain earnings progression and make execution more important.
Persistent Unaffiliated Enrollment Decline
An eight-quarter contraction in unaffiliated enrollment signals a persistent weakness in direct student demand within U.S. higher education. Employer-affiliated growth may offset part of the pressure, but prolonged softness in this channel can limit overall enrollment expansion and increase dependence on partnerships and targeted programs.
Strategic Education News
SQE FAQ
What was Strategic Education’s price range in the past 12 months?
What is Strategic Education’s market cap?
When is Strategic Education’s upcoming earnings report date?
How were Strategic Education’s earnings last quarter?
Is Strategic Education overvalued?
Does Strategic Education pay dividends?
What is Strategic Education’s EPS estimate?
How many shares outstanding does Strategic Education have?
What happened to Strategic Education’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Strategic Education?
What is the TipRanks Smart Score and how is it calculated?
Strategic Education Stock Smart Score
Company Description
Strategic Education
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.
- Sector
- Consumerdefensive
- Industry
- Education & Training Services
- CEO
- Karl McDonnell
- Employees
- 6,134
- Website
- www.strategiceducation.com
- Address
- 2303 Dulles Station Boulevard, Herndon, VA, 20171, US
Strategic Education (SQE) Earnings & Revenues
SQE Company Deck
SQE Earnings Call
Earnings Call SentimentNeutral
The call was mixed but cautiously constructive. The company reported strong growth in Education Technology Services, healthcare enrollment, retention, free cash flow, and domestic Australian enrollment, while emphasizing continued investment and long-term growth opportunities. These positives were offset by flat consolidated revenue, lower operating income and U.S. Higher Education enrollment, severe Australian international enrollment restrictions, a $134 million impairment, and expectations for flat consolidated revenue in 2027.
View all DE:SQE earnings summariesSQE Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 7 | 1 | 14 |
| Technical Analysis | 6 | 1 | 3 |
| Moving Averages | 1 | 0 | 11 |
