- Is New Oriental Education Group (EDU) Attractive After Recent Share Price Weakness?
May 13, 2026
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Wondering if New Oriental Education & Technology Group at around US$52.27 is offering good value right now? This article walks through what the current price might be implying about the stock. The stock is down 2.8% over the past week and 8.1% over the past month. It is still up 8.0% over the past year and 35.1% over three years, even though the five year return shows a decline of 55.1%. Recent price moves sit against a backdrop of ongoing attention on Chinese education companies, with investors weighing regulatory history, shifting demand for tutoring and overseas study services, and the push into technology enabled learning. These themes have kept sentiment sensitive to headlines around policy, competition, and business model shifts. Simply Wall St currently gives New Oriental Education & Technology Group a valuation score of 4 out of 6. The sections that follow will unpack what different valuation approaches say about the stock, before finishing with a broader way to think about value beyond just the models.
New Oriental Education & Technology Group delivered 8.0% returns over the last year. See how this stacks up to the rest of the Consumer Services industry.
Approach 1: New Oriental Education & Technology Group Discounted Cash Flow (DCF) Analysis
A Discounted Cash Flow model projects a company’s future cash flows and then discounts them back to today’s dollars to estimate what the business might be worth right now.
For New Oriental Education & Technology Group, the latest twelve month Free Cash Flow sits at about $648.7 million. Analysts and extrapolated estimates used in the 2 Stage Free Cash Flow to Equity model point to projected Free Cash Flow around $587.7 million in 2035, with individual yearly projections between 2026 and 2035 all in the hundreds of millions of dollars.
When these projected cash flows are discounted back using Simply Wall St’s DCF framework, the resulting intrinsic value is $71.90 per share. Compared with the current share price of about $52.27, this indicates the stock is trading at roughly a 27.3% discount to that estimate.
This model indicates that the stock price may not be fully reflecting the cash flows that are currently built into the projections.
Result: UNDERVALUED
Our Discounted Cash Flow (DCF) analysis suggests New Oriental Education & Technology Group is undervalued by 27.3%. Track this in your watchlist or portfolio, or discover 44 more high quality undervalued stocks.
Story Continues
EDU Discounted Cash Flow as at May 2026
Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for New Oriental Education & Technology Group.
Approach 2: New Oriental Education & Technology Group Price vs Earnings
For profitable companies, the P/E ratio is a useful way to think about what you are paying for each dollar of current earnings. A higher P/E usually goes with higher expected growth or lower perceived risk, while a lower P/E can reflect more modest growth expectations or higher risk.
New Oriental Education & Technology Group currently trades on a P/E of 19.80x. That sits above the Consumer Services industry average of 16.40x and the peer average of 14.24x, which suggests the stock carries a higher earnings multiple than many comparable companies.
Simply Wall St also calculates a “Fair Ratio” for the P/E, which is 27.09x for New Oriental Education & Technology Group. This proprietary metric aims to estimate what a more tailored P/E might look like after considering factors such as the company’s earnings growth profile, industry, profit margins, market cap and specific risks. Because it adjusts for these elements, it can be more useful than a simple comparison with industry or peer averages.
Comparing the current P/E of 19.80x with the Fair Ratio of 27.09x suggests the stock is trading below that tailored estimate.
Result: UNDERVALUEDNYSE:EDU P/E Ratio as at May 2026
P/E ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 20 top founder-led companies.
Upgrade Your Decision Making: Choose your New Oriental Education & Technology Group Narrative
Earlier it was mentioned that there is an even better way to think about valuation. On Simply Wall St’s Community page you can use Narratives, which are short, structured stories that connect your view of New Oriental Education & Technology Group’s business to a set of revenue, earnings and margin forecasts. These then flow into a Fair Value that you can compare with the current share price to help decide whether the stock looks attractive or expensive. Each Narrative updates automatically as fresh news or earnings arrive and can reflect very different perspectives, such as a more optimistic view that points to a US$86.26 Fair Value or a more cautious view closer to US$49.00.
Do you think there's more to the story for New Oriental Education & Technology Group? Head over to our Community to see what others are saying!NYSE:EDU 1-Year Stock Price Chart
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include EDU.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- EDU vs. LOPE: Which Stock Is the Better Value Option?
May 11, 2026
Investors interested in Schools stocks are likely familiar with New Oriental Education (EDU) and Grand Canyon Education (LOPE). But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.
New Oriental Education and Grand Canyon Education are both sporting a Zacks Rank of #2 (Buy) right now. Investors should feel comfortable knowing that both of these stocks have an improving earnings outlook since the Zacks Rank favors companies that have witnessed positive analyst estimate revisions. But this is just one factor that value investors are interested in.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.
EDU currently has a forward P/E ratio of 14.36, while LOPE has a forward P/E of 16.25. We also note that EDU has a PEG ratio of 0.77. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. LOPE currently has a PEG ratio of 1.08.
Another notable valuation metric for EDU is its P/B ratio of 1.92. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, LOPE has a P/B of 6.33.
These metrics, and several others, help EDU earn a Value grade of B, while LOPE has been given a Value grade of C.
Both EDU and LOPE are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that EDU is the superior value option right now.
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New Oriental Education & Technology Group, Inc. (EDU) : Free Stock Analysis Report
Grand Canyon Education, Inc. (LOPE) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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- BofA Lifts New Oriental Education & Technology Group Inc. (EDU) Target After Revenue Surprise
May 3, 2026
New Oriental Education & Technology Group Inc. (NYSE:EDU) is among the best Chinese stocks to buy according to hedge funds. On April 22, BofA Securities lifted the price target on New Oriental Education & Technology Group Inc. (NYSE:EDU) to $73.20 from $71.30 and reaffirmed a Buy rating. In its analysis, the firm cited the company’s 19% YoY February quarter revenue growth, which exceeded the forecasted 11% to 14%. This strong performance was associated with test preparation and EB segments.
Although higher revenue assumptions were compensated for by lower margin assumptions for once-only restructuring expenses, BofA Securities reiterated its FY26 guidance while raising its estimates by 6% for FY27.online, learn
Photo by compare-fibre on Unsplash
When New Oriental Education & Technology Group Inc. (NYSE:EDU) reported its financial results for the third quarter, it delivered EPS that was $0.11 better than the projected EPS of $0.84. Additionally, revenue came in at $1.42 billion, exceeding the forecasted $1.36 billion. Despite these positive metrics, the market remains cautious about the macroeconomic environment. During its earnings call on April 22, the company highlighted that the future performance will be driven by the integration of AI and the acceleration of its OMO platform, making it one of the best Chinese stocks to buy.
New Oriental Education & Technology Group Inc. (NYSE:EDU) is a Beijing-based provider of private educational services. Founded in 1993, the company operates through four segments, including Educational Services and Test Preparation Courses, and Overseas Study Consulting Services.
While we acknowledge the potential of EDU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years
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- A Look At New Oriental Education & Technology Group (EDU) Valuation After Upbeat Earnings And Higher 2026 Guidance
Apr 28, 2026
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New Oriental Education & Technology Group (EDU) just posted third quarter results with higher sales and net income than a year earlier, and lifted full year 2026 revenue guidance while issuing upbeat fourth quarter expectations.
See our latest analysis for New Oriental Education & Technology Group.
The upbeat earnings release, higher full year 2026 revenue guidance and ongoing capital returns through buybacks and dividends come against a weaker share price backdrop, with a 7 day share price return of 10.6% decline, a 30 day share price return of 4% decline and a year to date share price return of 9.6% decline. The 1 year total shareholder return is 12.6% and the 3 year total shareholder return is 20.4%, pointing to longer term holders still being ahead even after a 5 year total shareholder return of 64.6% loss.
If this mix of earnings momentum, buybacks and dividends has your attention, it may be a useful moment to broaden your watchlist and check out 18 top founder-led companies
With earnings trending higher, richer full year guidance, ongoing buybacks and dividends, yet a weaker recent share price, you have to ask yourself: is New Oriental undervalued here, or is the market already pricing in future growth?
Most Popular Narrative: 23.5% Undervalued
New Oriental Education & Technology Group's most followed narrative puts fair value at $68.34 versus the last close of $52.30, framing the current debate around future earnings power and capital returns.
Continued investment and rollout of omnichannel online-merge-offline (OMO) and AI-driven systems are enabling operating leverage, cost reductions, and higher efficiency in delivery, which is already resulting in improved operating margins (410bps YoY in core business), supporting future earnings growth through both topline expansion and margin expansion.
Read the complete narrative.
Curious what kind of revenue run rate, margin profile, and future earnings multiple are baked into that fair value? The core assumptions behind this narrative lean heavily on compounding earnings, disciplined capital returns, and a future valuation level that has to reconcile with current sector norms.
Result: Fair Value of $68.34 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this depends on overseas study headwinds and tougher competition in K-12 and non-academic segments not reducing growth and margins more than analysts currently model.
Story Continues
Find out about the key risks to this New Oriental Education & Technology Group narrative.
Another View: Earnings Multiple Looks Full
While the SWS DCF model points to New Oriental shares trading below estimated future cash flow value, the picture changes when you look at the P/E. At 19.8x, the stock sits above both the Consumer Services industry at 16.5x and peers at 16.2x, even though the fair ratio is 26x. That gap leaves you weighing whether this is a valuation cushion or a sign the market is already paying up for execution risk.
See what the numbers say about this price — find out in our valuation breakdown.NYSE:EDU P/E Ratio as at Apr 2026
Next Steps
The mixed signals on valuation and earnings momentum might feel hard to reconcile, so it helps to see the full picture for yourself. To understand what the market is optimistic about, review the company's 4 key rewards.
Ready to widen your opportunity set?
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include EDU.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- New Oriental Education & Technology Group Inc (EDU) Q3 2026 Earnings Call Highlights: ...
Apr 23, 2026
This article first appeared on GuruFocus.
Total Net Revenue: $1,473 million, a 19.8% increase year over year. Non-GAAP Operating Income: $202.9 million, a 42.8% increase year over year. Non-GAAP Net Income: $152.2 million, a 34.3% increase year over year. Overseas Test Prep Revenue: 7% increase year over year. Overseas Study Consulting Revenue: 4% decrease year over year. Adults and University Students Revenue: 15% increase year over year. New Education Initiatives Revenue: 23% increase year over year. Operating Costs and Expenses: $1,237 million, a 16.9% increase year over year. Cost of Revenue: $656.2 million, a 23.4% increase year over year. Selling and Marketing Expenses: $198.8 million, a 9.1% increase year over year. General and Administrative Expenses: $382.1 million, a 10.8% increase year over year. Net Cash Outflow from Operations: Approximately $7.5 million. Capital Expenditure: $68.8 million. Cash and Cash Equivalents: $1,783.4 million as of February 28, 2026. Deferred Revenue: $1,885.9 million, a 7.8% increase year over year. Q4 Revenue Guidance: $1,429.6 million to $1,466.9 million, a 15% to 18% increase year over year. Full-Year Revenue Guidance: $5,561.4 million to $5,598.7 million, a 13% to 14% increase year over year. Share Repurchase Program: Approximately 3.3 million ADS repurchased for $184.3 million.
Warning! GuruFocus has detected 6 Warning Sign with TRST. Is EDU fairly valued? Test your thesis with our free DCF calculator.
Release Date: April 22, 2026
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
New Oriental Education & Technology Group Inc (NYSE:EDU) reported a 19.8% year-over-year increase in total net revenue, reaching $1,473 million. Non-GAAP operating income rose by 42.8% to $202.9 million, indicating strong operational performance. The company's new education initiatives, including non-academic tutoring and intelligent learning systems, saw a 23% year-over-year revenue growth. The Integrated Tourism-Related business, including study tours and research camps, continues to be well-received, contributing significantly to revenue. The company is expanding its AI applications to enhance operational efficiency and product capabilities, which is expected to drive sustainable revenue growth.
Negative Points
The Overseas Study Consulting business experienced a 4% year-over-year revenue decrease, indicating challenges in this segment. Operating costs and expenses increased by 16.9% year-over-year, which could impact profitability if not managed effectively. There are one-off expenses related to structural adjustments in the overseas business, which may affect short-term financial performance. The company faces potential risks and uncertainties due to regulatory developments and market conditions, which could impact future results. Despite strong revenue growth, the company reported a net cash outflow from operations of approximately $7.5 million for the quarter.
Story Continues
Q & A Highlights
Q: Could management break down the key drivers behind the margin expansion this quarter and provide an outlook for margin trends in the next quarter and fiscal year? A: Zhihui Yang, Executive President and CFO, explained that the margin expansion was primarily due to better utilization, operating leverage, cost control, and profit contributions from East Buy. Despite some one-off expenses expected in Q4, the company remains optimistic about margin expansion. For the next fiscal year, the focus will be on profitability across all business lines, with expectations for continued margin expansion.
Q: What is the capacity expansion plan for Q4 and FY27? A: Zhihui Yang stated that the company plans to open 10% to 15% new capacities, with a net addition of 8% in the first three quarters. The focus is on cities with strong performance, and the company aims to improve utilization rates. For FY27, the plan is to continue expanding by around 10% or more, leveraging online and OMO products to enhance utilization.
Q: Could you quantify the one-off restructuring expenses expected in the coming quarter and discuss the target for sales and marketing expenses for FY27? A: The one-off restructuring expenses are estimated to impact margins by 50 to 100 basis points, roughly $10 million to $15 million. Despite this, margin expansion is still expected in Q4. For FY27, the company plans to reduce marketing expenses as a percentage of revenue, focusing on product quality and cost control.
Q: How do you view the growth trend and competition for the K-12 business this summer? A: Zhihui Yang expressed optimism about the K-12 business, noting a strategy shift towards product quality enhancement, which has improved student retention and utilization rates. The company expects revenue growth of 15% to 20% for K-12 in Q4 and anticipates continued healthy growth in the next fiscal year.
Q: What is driving the revenue growth in the overseas test prep business, and what is the outlook for this segment? A: Despite external challenges, the overseas test prep business has shown resilience. The company expects flattish to low single-digit revenue growth in Q4 and improved margins next year due to consolidation efforts and cost control measures.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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- We Ran A Stock Scan For Earnings Growth And EDU Holdings (ASX:EDU) Passed With Ease
Apr 14, 2026
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up.
If this kind of company isn't your style, you like companies that generate revenue, and even earn profits, then you may well be interested in EDU Holdings (ASX:EDU). While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it.
This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality.
EDU Holdings' Improving Profits
In business, profits are a key measure of success; and share prices tend to reflect earnings per share (EPS) performance. So a growing EPS generally brings attention to a company in the eyes of prospective investors. Commendations have to be given in seeing that EDU Holdings grew its EPS from AU$0.016 to AU$0.12, in one short year. When you see earnings grow that quickly, it often means good things ahead for the company. But the key is discerning whether something profound has changed, or if this is a just a one-off boost.
It's often helpful to take a look at earnings before interest and tax (EBIT) margins, as well as revenue growth, to get another take on the quality of the company's growth. The music to the ears of EDU Holdings shareholders is that EBIT margins have grown from 10% to 26% in the last 12 months and revenues are on an upwards trend as well. Ticking those two boxes is a good sign of growth, in our book.
The chart below shows how the company's bottom and top lines have progressed over time. To see the actual numbers, click on the chart.ASX:EDU Earnings and Revenue History April 14th 2026
Check out our latest analysis for EDU Holdings
While we live in the present moment, there's little doubt that the future matters most in the investment decision process. So why not check this interactive chart depicting future EPS estimates, for EDU Holdings?
Are EDU Holdings Insiders Aligned With All Shareholders?
Insider interest in a company always sparks a bit of intrigue and many investors are on the lookout for companies where insiders are putting their money where their mouth is. That's because insider buying often indicates that those closest to the company have confidence that the share price will perform well. However, insiders are sometimes wrong, and we don't know the exact thinking behind their acquisitions.
Story Continues
Despite AU$6.2m worth of sales, EDU Holdings insiders have overwhelmingly been buying the stock, spending AU$6.8m on purchases in the last twelve months. You could argue that level of buying implies genuine confidence in the business. Zooming in, we can see that the biggest insider purchase was by company insider Jeremy RaperRaper for AU$1.8m worth of shares, at about AU$0.16 per share.
On top of the insider buying, it's good to see that EDU Holdings insiders have a valuable investment in the business. To be specific, they have AU$36m worth of shares. That shows significant buy-in, and may indicate conviction in the business strategy. Those holdings account for over 35% of the company; visible skin in the game.
Should You Add EDU Holdings To Your Watchlist?
EDU Holdings' earnings have taken off in quite an impressive fashion. Just as heartening; insiders both own and are buying more stock. This quick rundown suggests that the business may be of good quality, and also at an inflection point, so maybe EDU Holdings deserves timely attention. Before you take the next step you should know about the 1 warning sign for EDU Holdings that we have uncovered.
Keen growth investors love to see insider activity. Thankfully, EDU Holdings isn't the only one. You can see a a curated list of Australian companies which have exhibited consistent growth accompanied by high insider ownership.
Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.
Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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- How The New Oriental (EDU) Story Is Shifting With Updated Targets And Valuation Assumptions
Apr 4, 2026
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
The latest analyst update for New Oriental Education & Technology Group centers on a higher price target, with an increase of $4.20 that investors are watching closely. Bullish and bearish voices alike link this move to refined valuation work rather than a single catalyst, which places more emphasis on how the underlying assumptions play out over time. Read on to see what is driving this evolving narrative and how you can track it as new research comes in.
Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value New Oriental Education & Technology Group.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
BofA raised its price target on New Oriental Education & Technology Group by $4.20, which signals refreshed valuation work that, in BofA's view, supports a higher fair value for the shares. HSBC, through analyst Charlotte, upgraded the shares, indicating increased confidence in how the company is executing on its current business model and future growth opportunities. Together, the BofA target move and HSBC upgrade point to a more constructive stance from key global banks on the balance between New Oriental's growth prospects and the risks already reflected in the share price.
🐻 Bearish Takeaways
Even with higher targets and an upgrade, the research implies that outcomes still depend on how New Oriental delivers against analysts' assumptions on execution and growth, leaving room for disappointment if those expectations are not met.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!NYSE:EDU 1-Year Stock Price Chart
See how New Oriental Education & Technology Group's fair value stacks up across multiple valuation models — not just analyst targets.
What's in the News
New Oriental issued earnings guidance for the third quarter of fiscal 2026, with expected total net revenues between US$1,313.2 million and US$1,348.7 million, which the company described as an 11% to 14% year over year increase. The company also provided full year fiscal 2026 revenue guidance in a range of US$5,292.3 million to US$5,488.3 million, described as an 8% to 12% year over year increase. Between October 28, 2025 and January 27, 2026, New Oriental completed a share repurchase tranche of 1,600,000 shares, described as 1.01% of shares, for a total of US$86.3 million under its existing buyback program. On January 27, 2026, the board met and approved, among other matters, the unaudited results for the six months ended November 30, 2025.
Story Continues
How This Changes the Fair Value For New Oriental Education & Technology Group
Fair value stays at US$68.34, with the updated model keeping the same headline estimate. Revenue growth assumption is kept broadly stable at about 9.63%. Net profit margin is held essentially flat at about 9.84%. Future P/E is trimmed slightly from 19.54x to 19.53x. The discount rate is adjusted slightly from 7.82% to 7.80%.
Never Miss an Update: Follow The Narrative
Narratives link a company's business story to the assumptions behind its forecasts and fair value, so you can see how numbers and events fit together. They update as new data, guidance, and research arrive, helping you keep track of what has actually changed.
Head over to the Simply Wall St Community and follow the Narrative on New Oriental Education & Technology Group to stay up to date on:
How growth in AI powered learning, non academic tutoring, and omnichannel delivery is shaping demand, margins, and revenue diversification. The role of operational efficiency, predictable cash flow, and share buybacks in supporting profitability and earnings per share. Key risks around regulation, tougher competition, overseas study demand, and newer ventures such as cultural tourism and non academic services.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include EDU.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- New Oriental to Report Third Quarter 2026 Financial Results on April 22, 2026
Mar 31, 2026
BEIJING, March 31, 2026 /PRNewswire/ -- New Oriental Education and Technology Group Inc. (the "Company" or "New Oriental") (NYSE: EDU/ 9901.SEHK), a provider of private educational services in China, today announced that it will report its financial results for the third quarter ended February 28, 2026, before the U.S. market opens on April 22, 2026. New Oriental's management will host an earnings conference call at 8 AM on April 22, 2026, U.S. Eastern Time (8 PM on April 22, 2026, Beijing/Hong Kong Time). Participants can join the conference using the below options:
Dialling-in to the conference call:
Please register in advance of the conference, using the link provided below. Upon registering, you will be provided with participant dial-in numbers, and unique personal PIN.
Conference call registration link:
https://register-conf.media-server.com/register/BI2d1b37f83b4645f08b73fdd17af502f3. It will automatically direct you to the registration page of "New Oriental FY2026 Q3 Earnings Conference Call" where you may fill in your details for RSVP.
In the 10 minutes prior to the call start time, you may use the conference access information (including dial in number(s) and personal PIN) provided in the confirmation email received at the point of registering.
Joining the conference call via a live webcast:
Additionally, a live and archived webcast of the conference call will be available at http://investor.neworiental.org.
Listening to the conference call replay:
A replay of the conference call may be accessed via the webcast on-demand by registering at https://edge.media-server.com/mmc/p/7x5ve8hp first. The replay will be available until April 22, 2027.
About New Oriental
New Oriental is a provider of private educational services in China offering a wide range of educational programs, services and products to a varied student population throughout China. New Oriental's program, service and product offerings mainly consist of educational services and test preparation courses, private label products and livestreaming e-commerce, overseas study consulting services, and educational materials and distribution. New Oriental is listed on NYSE (NYSE: EDU) and SEHK (9901.SEHK), respectively. New Oriental's ADSs, each of which represents ten common shares, are listed and traded on the NYSE. The Hong Kong-listed shares are fully fungible with the ADSs listed on NYSE.
For more information about New Oriental, please visit http://www.neworiental.org/english/.
Contacts
For investor and media inquiries, please contact:
Story Continues
In China:
Ms. Sisi Zhao Ms. Rita Fong
New Oriental Education and Technology Group Inc. FTI Consulting
Tel: +86-10-6260-5568 Tel: +852 3768 4548
Email: zhaosisi@xdf.cn Email: rita.fong@fticonsulting.comCision
View original content:https://www.prnewswire.com/news-releases/new-oriental-to-report-third-quarter-2026-financial-results-on-april-22-2026-302729628.html
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- New Oriental (EDU) Upgraded to Strong Buy: What Does It Mean for the Stock?
Mar 30, 2026
New Oriental Education (EDU) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.
The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.
Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.
As such, the Zacks rating upgrade for New Oriental is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock Prices
The change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
For New Oriental, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate Revisions
Empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Story Continues
Earnings Estimate Revisions for New Oriental
For the fiscal year ending May 2026, this educational services provider is expected to earn $3.73 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for New Oriental. Over the past three months, the Zacks Consensus Estimate for the company has increased 5.6%.
Bottom Line
Unlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of New Oriental to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
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New Oriental Education & Technology Group, Inc. (EDU) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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- Carnival Q1 Earnings & Revenues Beat Estimates, Increase Y/Y
Mar 27, 2026
Carnival Corporation & plc CCL reported better-than-expected first-quarter fiscal 2026 (ended Feb. 28, 2026) results, with both adjusted earnings and revenues surpassing the Zacks Consensus Estimate. The top and bottom lines also increased on a year-over-year basis.
Carnival delivered a strong start to the year, reporting record first-quarter operating results that exceeded guidance, supported by healthy demand fundamentals and solid execution across its portfolio. The outperformance led management to raise its full-year operational outlook by nearly $150 million, partially offsetting higher fuel costs. The company continues to target solid yield growth, disciplined cost control and approximately $7 billion in adjusted EBITDA.
Looking ahead, Carnival is advancing its next phase of value creation through PROPEL (Powering Growth and Returns, Responsibly), its new long-term framework. The initiative focuses on converting strong demand into higher returns, earnings growth and cash flow while maintaining disciplined capacity expansion and a strong balance sheet.
CCL’s Q1 Earnings & Revenues
In the quarter under review, the company reported adjusted earnings per share (EPS) of 20 cents, beating the Zacks Consensus Estimate of 18 cents. In the year-ago quarter, CCL posted an adjusted EPS of 13 cents.
Carnival Corporation Price, Consensus and EPS SurpriseCarnival Corporation Price, Consensus and EPS Surprise
Carnival Corporation price-consensus-eps-surprise-chart | Carnival Corporation Quote
Revenues in the quarter totaled $6.17 billion, beating the consensus mark of $6.11 billion. The metric also increased 6.1% year over year.
During the quarter, passenger ticket revenues amounted to $4.02 billion, up from $3.83 billion reported in the prior-year quarter. Our estimate for passenger ticket revenues was also pegged at $3.95 billion.
Onboard and other revenues increased to $2.14 billion from $1.98 billion reported in the year-ago quarter. Our estimate for Onboard and other revenues was pegged at $2.12 billion.
Carnival’s Financials
Adjusted net income in the quarter amounted to $275 million compared with $174 million reported in the prior-year quarter.
Adjusted EBITDA totaled $1.27 billion, up from $1.21 billion reported in the prior-year quarter.
CCL’s Balance Sheet
As of Feb. 28, 2026, cash and cash equivalents were $1.42 billion compared with $1.93 billion as of Nov. 30, 2025. Total debt (current and long-term) as of Feb. 28, 2026, was $25.29 billion compared with $26.64 billion as of Nov. 30, 2025.
Booking Update of Carnival
The company delivered an exceptionally strong start to the year, achieving record booking volumes supported by robust demand extending well into 2028 sailings. Booking activity for 2026 increased by double digits, further strengthening an already record-booked position for the remainder of the year at historically high prices on a constant-currency basis.
With nearly 85% of 2026 capacity already booked and a tighter inventory position compared to the prior year, Carnival is well positioned to drive yield improvement in the back half of the year. Continued demand strength is also reflected in higher first-quarter onboard revenues and a notable acceleration in pre-cruise onboard sales, reinforcing favorable revenue visibility.
Total customer deposits reached a record number of $8 million during the first quarter of fiscal 2026, exceeding the prior year’s high by nearly 10%, reflecting sustained demand strength while underscoring the company’s solid cash flow position.
Story Continues
CCL’s Q2 & FY26 Outlook
For second-quarter fiscal 2026, the company expects adjusted EBITDA to be approximately $1.48 billion. It expects fiscal second-quarter adjusted net income to be nearly $470 million. The company expects fiscal second-quarter adjusted EPS to be 34 cents.
For fiscal 2026, CCL now expects adjusted EBITDA of approximately $7.19 billion, down from its prior estimate of $7.63 billion. Adjusted net income is projected to be nearly $3.1 billion compared with the earlier expectation of $3.5 billion. Accordingly, adjusted EPS for the year is anticipated to be $2.21, revised lower from the previous outlook of $2.48.
CCL’s Zacks Rank & Stocks to Consider
Currently, Carnival has a Zacks Rank #3 (Hold).
Some better-ranked stocks in the Zacks Consumer Discretionary sector are as follows:
American Public Education, Inc. APEI currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks Rank #1 stocks here.
The company delivered a trailing four-quarter earnings surprise of 187.5%, on average. APEI stock has moved up 46.8% in the past six months. The Zacks Consensus Estimate for APEI’s 2026 sales and EPS indicates an increase of 6.3% and 75%, respectively, from the year-ago levels.
Strategic Education, Inc. STRA currently sports a Zacks Rank of 1. The company delivered a trailing four-quarter earnings surprise of 19.9%, on average. STRA stock has declined 2.6% in the past six months.
The Zacks Consensus Estimate for Strategic Education’s fiscal 2026 sales and EPS implies growth of 4.1% and 12.8%, respectively, from the year-ago levels.
New Oriental Education & Technology Group, Inc. EDU currently carries a Zacks Rank of 2 (Buy). The company delivered a trailing four-quarter earnings surprise of 31.8%, on average. EDU stock has climbed 4% in the past six months.
The Zacks Consensus Estimate for EDU’s fiscal 2026 sales and EPS implies growth of 12% and 17.7%, respectively, from the year-ago levels.
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Carnival Corporation (CCL) : Free Stock Analysis Report
American Public Education, Inc. (APEI) : Free Stock Analysis Report
Strategic Education Inc. (STRA) : Free Stock Analysis Report
New Oriental Education & Technology Group, Inc. (EDU) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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