I continue to assign a buy rating to Noah Holdings, following an assessment of its performance and prospects. The company's net profit jumped by +52% YoY in 3Q25, thanks to a bigger share of overseas sales contributions, a healthy financial market environment, and good expense management. A return to positive topline and earnings expansion next year is achievable, considering cost benefits relating to AI utilization and the increase in recurrent revenue.
Noah Holdings Limited ( NOAH ) Q3 2025 Earnings Call November 25, 2025 7:01 PM EST Company Participants Zhe Yin - Co-Founder, CEO & Director Qing Pan - CFO & Joint Company Secretary Jingbo Wang - Co-Founder & Chairwoman Conference Call Participants Heqing Li - UBS Investment Bank, Research Division Peter Zhang - JPMorgan Chase & Co, Research Division Presentation Operator Good morning, afternoon and evening, and welcome to the Noah Holdings Limited Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.
Noah's 2Q25 bottom-line grew by +78% YoY and surpassed the market's expectations; this has positive read-throughs for its full-year results. NOAH also boasts re-rating triggers pertaining to international market expansion and the venture into crypto-related products. I upgrade the stock's rating to a Buy after analyzing its second quarter performance and identifying potential catalysts.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Grant Pan, Group CFO of Noah Holdings, says that investors are looking to diversify their assets away from just US and China markets, even as some trade tensions seemingly thaw. Noah Holdings is China's largest independent wealth management service provider, with a view on global investment appetite.
Does Noah Holdings (NOAH) have what it takes to be a top stock pick for momentum investors? Let's find out.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
NOAH's launch of Fund Smile and iArk, along with digital KYC improvements and overseas client growth, positions it as more than a fund reseller. Strong operational efficiency, segment diversification, and a robust research team support sustainable revenue and free cash flow growth. Currency risks and potential labor regulation changes in China are key risks, but current valuation remains highly attractive.
Noah Holdings Limited (NYSE:NOAH ) Q1 2025 Results Conference Call May 28, 2025 8:00 PM ET Company Participants Zhe Yin - Co-Founder, Director & Chief Executive Officer Qing Pan - Chief Financial Officer Conference Call Participants Heqing Li - UBS Peter Zhang - JPMorgan Operator Good day, and welcome to the Noah First Quarter 2025 Earnings Conference Call. [Operator Instructions].
Noah Holdings Limited (NYSE:NOAH ) Q4 2024 Results Conference Call March 25, 2025 8:00 PM ET Company Participants Melo Xi - Senior Director and Head of Global Capital Markets Group Zhe Yin - Co-Founder, Director and CEO Qing Pan - CFO Wang Jingbo - Co-Founder and Chair Conference Call Participants Peter Zhang - JPMorgan Operator Good day, and welcome to the Noah Fourth Quarter and Full Year 2024 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.