New Oriental Education & Technology Group Inc (EDU) saw its stock rise by 9.45% as it reached a 20-day high, following the release of its Q2 FY2026 financial results.
The company reported net revenues of $1.191 billion for Q2 FY2026, a 14.7% year-over-year increase, driven by the expansion of its new educational business initiatives. Operating income surged 244.4% to $66.3 million, and net income increased by 42.3% to $45.5 million. Additionally, New Oriental announced a $300 million share repurchase program and a regular dividend of $0.12 per ADS, enhancing shareholder value and confidence.
These strong financial results and shareholder initiatives indicate robust demand in the education market, positioning New Oriental favorably for future growth.
Wall Street analysts forecast EDU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EDU is 68.00 USD with a low forecast of 60.00 USD and a high forecast of 76.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
Wall Street analysts forecast EDU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EDU is 68.00 USD with a low forecast of 60.00 USD and a high forecast of 76.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 58.950
Low
60.00
Averages
68.00
High
76.00
Current: 58.950
Low
60.00
Averages
68.00
High
76.00
HSBC
Charlotte Wei
Hold
to
Buy
upgrade
$68
2026-01-28
New
Reason
HSBC
Charlotte Wei
Price Target
$68
AI Analysis
2026-01-28
New
upgrade
Hold
to
Buy
Reason
HSBC analyst Charlotte Wei upgraded New Oriental Education to Buy from Hold with a $68 price target.
JPMorgan
NULL -> Overweight
upgrade
$60 -> $68
2025-10-29
Reason
JPMorgan
Price Target
$60 -> $68
2025-10-29
upgrade
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on New Oriental Education to $68 from $60 and keeps an Overweight rating on the shares. The company's revenue growth accelerated in fiscal Q1 and its margins expanded, the analyst tells investors in a research note. The firm says New Oriental is "back to compounding earnings with high visibility."
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Goldman Sachs
Neutral
maintain
$54 -> $60
2025-10-29
Reason
Goldman Sachs
Price Target
$54 -> $60
2025-10-29
maintain
Neutral
Reason
Goldman Sachs raised the firm's price target on New Oriental Education to $60 from $54 and keeps a Neutral rating on the shares.
BofA
Buy
maintain
2025-09-29
Reason
BofA
Price Target
2025-09-29
maintain
Buy
Reason
BofA raised the firm's price target on New Oriental Education to $58.20 from $56.20 and keeps a Buy rating on the shares. The firm raised its FY26 and FY27 non-GAAP EPS estimates 4% and 5%, respectively, citing expectations for less-than-feared overseas revenue declines, coupled with higher margins.
About EDU
New Oriental Education & Technology Group Inc is a holding company principally engaged in the provision of a variety of educational programs, services and products. The Company primarily operates four segments. Educational Services and Test Preparation Courses segment is mainly engaged in the provision of educational services and test preparation courses and online education services. Private Label Products and Livestreaming E-Commerce segment is mainly engaged in the sale of private label products and livestreaming e-commerce business through East Buy. Overseas Study Consulting Services segment mainly helps students through the application and admission process for overseas educational institutions, provides college, graduate and career counseling advice, and counsels and assists students with the immigration process for overseas studies, such as obtaining visas and arranging housing. Other segment is mainly engaged in educational materials and distribution and other businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
