LOPE
Market read
The latest filing is mixed. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Invalidation: The isolated read changes if LOPE's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Liquidity and Capital Resources As of March 31, As of December 31, (In thousands) 2026 2025 Cash, cash equivalents and investments $ 251,700 $ 300,079 Overview Our liquidity position, as measured by cash and cash equivalents and in…”10-Q · Apr 30, 2026 ↗
“These increases were partially offset by a decrease in employee compensation, including share-based compensation of $0.9 million, which is primarily due to $1.1 million in severance costs recorded in the prior year for an executive that resigned June 30, 2024.”10-K · Feb 18, 2026 ↗
“Cash Flows from Operating Activities Year Ended December 31, (In thousands) 2025 2024 Net cash provided by operating activities $ 273,491 $ 289,958 The decrease in cash generated from operating activities between the year ended Decem…”10-K · Feb 18, 2026 ↗
Valuation discipline
Price/sales 3.8× · EV/sales 3.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for LOPE. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-30 against the comparable filing from 2025-05-06.
No thresholded deterioration was identified.
“Revenue per student decreased slightly between years primarily due to contract modifications with some of our university partners in which our revenue share percentage was reduced in exchange for us no longer reimbursing these partners for certain faculty costs which had the effect of reducing revenue per student and a slight decline year over year in revenue per student for online students due to the continued mix shift to students that have a slightly lower net tuition rate and a slight decline year over year in ground students which generate a higher revenue per student than online students.”
“This increase was primarily due to the increased technology costs and curriculum cost reimbursements, partially offset by our ability to leverage our technology and academic service expenses across an increasing revenue base.”
“Liquidity and Capital Resources As of March 31, As of December 31, (In thousands) 2026 2025 Cash, cash equivalents and investments $ 251,700 $ 300,079 Overview Our liquidity position, as measured by cash and cash equivalents and investments decreased by $48.4 million between December 31, 2025 and March 31, 2026, which was largely attributable to cash expended for share repurchases and capital expenditures exceeding our cash provided by operations during the three months ended March 31, 2026.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
LOPE is currently a Follower in the organic co-movement group Defensive Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
No durable theme membership has been observed for this name yet.