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STSTG

Sunlands Technology Group

$STG·$53M·Education & Training Services·Consumer Defensive
$3.68-1.3%YTD-37.8%1Y-68.6%
Mentions · last 7 days
2026-07-09: 22 posts2026-07-10: 14 posts2026-07-11: 11 posts2026-07-12: 10 posts2026-07-13: 20 posts2026-07-14: 11 posts2026-07-15: 8 posts98+13%
Price updated 7m ago·X counts updated 15h ago
STSTG
$STGSunlands Technology Group
$3.68-1.34%98 posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $STG, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-15

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

Chinese online-education micro-cap trading at 0.86x PE with $50M buyback — the value case exists if regulatory heat stays off.

Sunlands Technology Group provides online post-secondary education and skills training in China. It's a $50M market-cap micro-cap trading at essentially fire-sale valuations after years of Chinese-education regulatory pressure.

Where the setup lands:

  • Revenue is declining: Q1 revenue fell 10% year-over-year to $441M CNY — the second straight declining quarter, meaning student enrollment continues to soften despite modest recovery attempts.
  • The valuation is genuinely extreme: 0.86x trailing PE and 0.16x sales with 40% ROE and 45% FCF yield — these are numbers that suggest either the market has priced in near-term regulatory delisting risk, or a real deep-value opportunity.
  • The $50M share repurchase and material asset disposal signal management commitment: authorization of a buyback program (large relative to the $50M market cap) plus disclosed material asset disposal for cash both indicate management is returning capital rather than defending a shrinking base.

Aug 13 earnings decides direction: any commentary on enrollment stabilization combined with buyback execution color and material-asset-disposal proceeds would push shares back toward $6, while another declining-revenue quarter combined with any regulatory-headline flare-up would confirm the current 10%-of-52w-range setup and pull shares below $3.

What to watch: Aug 13 earnings: student enrollment trend, buyback execution, and material-asset-disposal proceeds. Another declining-revenue quarter with regulatory flare-up pulls shares below $3.

On the calendar: 2026-08-13 — Q4 FY26 earnings

sentiment ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-14

$STG chatter is dominated by a broken falling wedge, positive 4-hour retest and multi-target hits, with commentators expecting a 45-50% bullish wave and a 2x move already delivered in exit-around-highs setups. STG shows up as a 24-hour top gainer alongside DEXE and SENT while the crypto fear-and-greed index sits at 27. A minority stop-out post also appears, but breakout continuation dominates.

Read the AI verdict + X sentiment for $STG

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Chinese online post-secondary education platform offering diploma prep courses for self-taught higher education exams.

Industry overviewAI analysisGenerated by AI from underlying data

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

Education & Training Services · Consumer Defensive

No material change from last week — LFS's municipal contract wins in Japan expand children's sports school coverage independently of STG's Chinese online diploma prep regulatory normalization and..

What this means for $STG

Partial — Chinese online post-secondary education platform offering diploma prep courses for self-taught higher education exams; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$XLPConsumer Staples Select Sector SPDR
+7.4%YTD
+4.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
0.9How 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
28.9%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
23.7%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
45.2%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
0.2Same 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
40.1%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
87.2%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
0.1Total 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
Q1 2026May 26, 2026$0.83——
Q4 2025Mar 19, 2026$0.41$-1.18+134.7%
Q3 2025Nov 20, 2025$1.31——
Q2 2025Aug 14, 2025$1.31——
Next earningsThu, Aug 13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$440.7M-9.6%86.5%22.0%$5.74—
Q4 FY25$470.2M-2.7%86.8%22.4%$2.80$142.6M
Q3 FY25$523.0M+6.5%88.5%26.5%$9.32$0
Q2 FY25$539.0M+9.5%87.1%23.5%$9.38$0

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.0B$2.0B – $2.0B-$69.00-$69.00 – -$69.001
FY27$2.0B$2.0B – $2.0B-$69.00-$69.00 – -$69.001
FY28$2.1B$2.1B – $2.1B-$26.35-$26.35 – -$26.351
FY29$2.3B$2.3B – $2.3B-$41.24-$41.24 – -$41.241
FY30$2.3B$2.3B – $2.3B-$35.39-$35.39 – -$35.391

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.0.1×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.10%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.+5.7%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.-24.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 12.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% 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.β1.485-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.

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 holdingsApr 23
AI summary

Peng Ou filed an initial Form 3 for Sunlands Technology Group (STG) on April 1, 2026, reporting initial beneficial ownership as a director or officer based in Beijing, China. Sunlands Technology is a Chinese online education platform focused on adult professional education and vocational training.

3New insider — initial holdingsApr 13
AI summary

Tongbo Liu filed an initial Form 3 for Sunlands Technology Group (STG) on April 1, 2026, reporting initial beneficial ownership as a director or officer based in Beijing, China. Sunlands Technology operates an online professional education platform in China offering courses for various certification exams.

3New insider — initial holdingsApr 13
AI summary

Hangyu Li filed an initial Form 3 for Sunlands Technology Group (STG) on April 1, 2026, reporting initial beneficial ownership as a director or officer based in Beijing, China. Sunlands Technology operates online adult education and vocational training programs in China targeting professional certification candidates.

3New insider — initial holdingsApr 13
AI summary

Jing Gao filed an initial Form 3 for Sunlands Technology Group (STG) on April 1, 2026, reporting initial beneficial ownership as a director or officer based in Beijing, China. Sunlands Technology is a Chinese online education company providing professional and vocational courses to adult learners.

+ 5 other (4 6-Ks · 1 20-F) in window

Recent news

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

Why Sunlands Technology Stock Is Falling On Tuesdayfeeds.benzinga.com·44d agoSunlands Announces Material Asset Disposal for Cashglobenewswire.com·48d agoSunlands Technology Group Announces $50 Million Share Repurchase Programglobenewswire.com·48d agoSunlands Technology Group (STG) Q1 2026 Earnings Call Prepared Remarks Transcriptseekingalpha.com·51d agoSunlands Technology Group Announces Unaudited First Quarter 2026 Financial Resultsglobenewswire.com·51d ago

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Voices on X · last 7 days

No standout posts about $STG on X in the last 7 days.

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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