New Oriental Education & Technology Group Inc. (EDU) - Stock Analysis

Last updated: Sep 6, 2026

Research Idea

Research content for general circulation. Not individualized advice. Methodology & Disclosures

New Oriental Education (EDU) combines robust revenue growth, margin expansion, new AI-powered learning platforms, strong cash flow, share repurchases, and a solid technical rally with 13% price gains, providing a strong near-term growth case.

Loading chart data...

Idea window: 2/3/2026 – 2/10/2026Sector: Consumer Defensive

AI Analyst Overview

Last Price
$55.82
Market Cap
$8.81B
1D Return
+2.27%
YTD Return
+2.63%

Loading chart data...

Valuation Metrics

P/E
18.4
P/B
2.1
P/S
1.6
EV/EBITDA
13.1
Div Yield
2.18%

Fundamental Analysis

7.0

Key Financial Insights: • Strong Liquidity • Margin Pressure • Payout Risk EDU offers strong liquidity and cash flow, but weakening margins, lower profitability, rising leverage, and a high payout ratio warrant caution.

Liquidity
Profitability

Price Behavior

6.0

Key Price Behavior Insights: • Higher lows • Overbought momentum • Resistance test Support Level: $57.00–$57.70 Resistance Level: $59.50–$60.00 EDU is bullish over the last month but overbought near $59.50–$60.00 resistance, making a breakout actionable while a rejection could pull shares toward $57.00–$57.70 support.

bullish
volatility
AI

AI Summary

6.0
Neutral

EDU's investment case has shifted from a post-regulatory recovery to an execution test: its cash-rich core education franchise can fund diversified growth, but upside depends on restoring margins as new AI, consumer, and platform ventures scale. Investors should favor evidence of sustained 15%–20% core growth alongside lower marketing costs and margin recovery, rather than revenue expansion alone.

CoreGrowth
MarginRisk
Execution
AI summary updated 5 days ago

Description

New Oriental Education & Technology Group is a Beijing-based provider of private educational services in China, offering K-12 tutoring, test preparation for domestic and international entrance and language exams, and language training across multiple foreign languages. The company also runs online learning programs, a full-time private primary and secondary school, develops instructional materials, and provides overseas study consulting and tour services; as of May 31, 2021 it operated through a network of schools, learning centers, bookstores and online platforms. Founded in 1993, New Oriental serves a broad student base through both in-person and digital channels.

Idea History

DateCloseTickerCompanySummaryStatusP/L
Feb 3Feb 10EDUNew Oriental Education & Technology Group Inc.
New Oriental Education (EDU) combines robust revenue growth, margin expansion, new AI-powered learning platforms, strong cash flow, share repurchases, and a solid technical rally with 13% price gains, providing a strong near-term growth case.
Closed-4.1%
Research content for educational purposes only. Not investment advice. All decisions are your responsibility.