New Oriental Education & Technology Group Inc. (EDU)
New Oriental Education: Positive 20-F Read-Throughs And Likely Q1 Beat
New Oriental Education & Technology Group retains its 'Buy' rating, following my assessment of its annual filing and short-term outlook. The Form 20-F disclosures suggest that EDU is optimizing its education business' physical footprint and diversifying its live-commerce operations. EDU is poised to outperform 1QFY27 consensus, leveraging O2O initiatives for its e-commerce business, and moderated OpEx growth for further margin gains.
New Oriental Education: Favorable Financial And Capital Return Prospects
Oriental Education & Technology Group (EDU) delivered a Q4 FY26 beat, with revenue up 23% YoY and EPS 19% above consensus. EDU's FY27 revenue guidance implies a 14-18% growth which exceeded market estimates. This is supported by a substantial increase in deferred revenue balance, a leading topline indicator. Shareholder returns are set to rise, with a 58% dividend increase and a new $200M buyback, targeting a 6.2% FY27 stockholder yield.
New Oriental Education & Technology Group Q4 Earnings Call Highlights
New Oriental Education & Technology Group NYSE: EDU reported fourth-quarter fiscal 2026 revenue growth of 23% year over year, supported by its core education operations, East Buy e-commerce business and newer initiatives, while management forecast fiscal 2027 revenue growth of 14% to 18%.
EDU vs. LOPE: Which Stock Is the Better Value Option?
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?
New Oriental Education: Above-Expectations Performance And Outlook
I have maintained a 'Buy' rating for New Oriental Education (EDU) after evaluating its results and prospects. EDU delivered better-than-anticipated revenue and earnings in 3QFY2026, thanks to cross-selling synergies and enhanced operational efficiency. Management's Q4 guidance implies continued high-teens revenue growth; this is supported by expectations of higher learning center utilization and lower marketing expenditures.
New Oriental (EDU) Upgraded to Strong Buy: What Does It Mean for the Stock?
New Oriental (EDU) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
EDU vs. UTI: Which Stock Should Value Investors Buy Now?
Investors interested in stocks from the Schools sector have probably already heard of New Oriental Education (EDU) and Universal Technical Institute (UTI). But which of these two stocks offers value investors a better bang for their buck right now?
Best Growth Stocks to Buy for March 25th
EDU, FIVE, and SANM it to the Zacks Rank #1 (Strong Buy) growth stocks list on March 25, 2026.
Are Consumer Discretionary Stocks Lagging New Oriental Education & Technology Group (EDU) This Year?
Here is how New Oriental Education (EDU) and H World Group (HTHT) have performed compared to their sector so far this year.
Alkeon Capital Management LLC Sells 745,500 Shares of New Oriental Education & Technology Group, Inc. $EDU
Alkeon Capital Management LLC lessened its stake in shares of New Oriental Education and Technology Group, Inc. (NYSE: EDU) by 34.0% during the undefined quarter, according to its most recent 13F filing with the SEC. The firm owned 1,447,986 shares of the company's stock after selling 745,500 shares during the period. Alkeon Capital
Are Investors Undervaluing New Oriental Education & Technology Group (EDU) Right Now?
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.
Is New Oriental Education & Technology Group (EDU) Stock Outpacing Its Consumer Discretionary Peers This Year?
Here is how New Oriental Education (EDU) and Interparfums (IPAR) have performed compared to their sector so far this year.
