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EDEDU

New Oriental Education & Technology Group Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 20% YoYStreet coverage with positive forward estimatesConsistent chatter on X (185/wk), no spike
$EDU·$9.4B·Education & Training Services·Consumer Defensive
$55.82+2.3%YTD-2.9%1Y+2.2%
Price updated 5h ago·X counts updated 5h ago
EDEDU
$EDUNew Oriental Education & Technology Group Inc.
$55.82+2.27%131 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $EDU on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

131X posts · last 7 days
Aug 29Sep 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $EDU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Neutral sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-11

The $EDU cashtag is dominated by crypto — Open Campus token bullish-trends, Binance quiet-accumulation chatter, and pump expected memepack alongside BASED/COLLECT/AKE. Not New Oriental Education equity; sample carries no equity signal.

Read what X is saying about $EDU

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $EDU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-11

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The Chinese education leader trades at a discount despite 20% revenue growth — coiled for the China-basket reset.

New Oriental is the largest private education company in China — a real business that rebuilt after the 2021 regulatory crackdown and is now growing 20% again across tutoring, overseas test prep, and studio-based Douyin livestreamed e-commerce (the East Buy segment).

  • The mechanics are quietly excellent: FQ3 (Feb-end) revenue grew 19.8% YoY at 54.7% gross margin and 10.2% operating margin — those margins on a Chinese consumer service business are unusually good, and the FY (May 2026) EPS consensus of $3.49 supports a real earnings story.
  • The valuation is defensible: PE 22.2 for a 20% grower with 55% gross margins and $9.4B market cap is reasonable — and the balance sheet has substantial net cash, though the exact figure isn't in the bundle.
  • The technicals are precisely coiled: at 50% of the 52-week range, essentially flat versus both moving averages, with volume 0.69x normal — a stock waiting for a catalyst, either macro (China-basket sentiment reset) or company-specific.

The setup restarts if Oct 28 FQ1 earnings shows tutoring and overseas test prep growth accelerating AND East Buy comparable-sales trend stabilizes. Continued flat multi-quarter growth or an East Buy accounting adjustment is what keeps the coil in place; a Trump-Xi meeting flip in the China basket is the exogenous extension trigger.

Differs from X sentimentThe X sentiment on $EDU is entirely about 'Open Campus $EDU' — a crypto Web3-education token described as 'waking up with a clean structure' past the 200EMA — not New Oriental Education & Technology. There is no useful equity-side signal on the actual Chinese education company. The verdict rests on the mechanics: real 20% revenue growth at 55% gross margin, defensible multiple, and the coiled tape structure.

What to watch: Oct 28 FQ1 FY27 earnings — tutoring and overseas test prep revenue growth, East Buy segment comparable-sales trend, and cash-runway commentary. An East Buy accounting adjustment or continued flat growth is what keeps the coil in place; a Trump-Xi meeting flip in China-basket sentiment or a beat plus raised FY guide is the extension trigger.

On the calendar: 2026-10-28 — FQ1 FY27 earnings

sentiment mismatch

Read the AI verdict on $EDU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Chinese education services company providing K-12 tutoring, overseas exam prep, and adult language courses across China.

Industry overviewAI analysisGenerated by AI from underlying data

Where Education & Training Services sits in its cycle right now — and what that implies for $EDU.

Education & Training Services · Consumer Defensive

Vocational and skills-based education is benefiting from workforce-reskilling demand (AI/coding boot camps, trades); traditional higher ed faces demographic and funding headwinds. AI-personalised learning platforms are the competitive edge.

What this means for $EDU

Partial — New Oriental China education; China private tutoring regulatory normalisation, adult and vocational training recovering.

Top industry ETF

$XLPConsumer Staples Select Sector SPDR
+8.1%YTD
+3.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
55.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$0.55$0.60-8.3%
Q1 2026Apr 22, 2026$0.95$0.84+12.4%
Q4 2025Jan 28, 2026$0.45$0.34+32.4%
Q3 2025Oct 28, 2025$1.61$1.50+7.3%
Next earningsWed, Oct 28·consensus EPS $1.90

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$1.4B+19.8%53.7%12.7%$0.81$-76.3M
Q2 FY26$1.2B+14.9%53.3%5.6%$0.29$299.8M
Q1 FY26$1.5B+6.1%58.1%20.4%$1.50$136.9M
Q4 FY25$1.2B+9.4%54.2%-0.7%$0.04$399.1M

Forward consensus

4-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.6B$5.3B – $5.6B$3.49$3.46 – $3.5515
FY27$6.6B$6.6B – $6.9B$4.40$4.02 – $4.8514
FY28$7.4B$6.7B – $7.8B$5.10$4.15 – $5.6816
FY29$8.2B$7.8B – $8.7B$5.67$5.42 – $6.1214

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.56%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 161.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.235-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 10Chenggang ZhouDirector56.9K sh$3.2MSellAug 7Chenggang ZhouDirector13.1K sh$735KSellAug 3Yue ZhugeDirector1.6K sh$95KSellJul 31Yue ZhugeDirector570 sh$34K
+ 12 other (7 exempts · 5 inkinds) in window

See when $EDU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 173
3New insider — initial holdingsMar 163
+ 7 other (4 6-Ks · 3 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Financial Analysis: Coursera (NYSE:COUR) and New Oriental Education & Technology Group (NYSE:EDU)defenseworld.net·3d agoNew Oriental Education: Favorable Financial And Capital Return Prospectsseekingalpha.com·44d agoNew Oriental Education & Technology Group Q4 Earnings Call Highlightsmarketbeat.com·44d agoNew Oriental Education & Technology Group Inc. (EDU) Q4 2026 Earnings Call Transcriptseekingalpha.com·45d agoNew Oriental Announces Results for the Fourth Fiscal Quarter and the Fiscal Year Ended May 31, 2026gurufocus.com·45d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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