TAL Education Group

TAL: Share Repurchase Program Will Drive Future Upside Potential

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Aug 24

Updated

05 Jan 26

Views

122

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n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

0.5%

7D

-3.1%

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1Y

0.5%

7D

-3.1%

You can edit this narrative until Jan 6 4:25 AM. Then, changes will post as Updates.

Author's Valuation

US$14.4623.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Jan 26

Fair value Decreased 0.16%

TAL: Completed Share Repurchase Will Support Higher Future Share Price

Analysts have trimmed their price target on TAL Education Group slightly to about US$14.46 from roughly US$14.48, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. What's in the News TAL Education Group reported completing a share repurchase of 4,195,065 shares, representing 0.69% of the company, for US$134.7 million under its buyback announced on July 31, 2025 (Key Developments).

Shared on 29 Nov 25

TAL: Share Repurchase Program Completion Will Support Future Price Upside

Analysts have maintained their price target for TAL Education Group at $14.48, citing steady expectations across key financial metrics and no significant changes in recent forecasts. What's in the News TAL Education Group completed the repurchase of 4,195,065 shares, or 0.69% of its outstanding shares, for a total value of $134.7 million.

Shared on 15 Nov 25

Fair value Increased 3.77%

TAL: Share Buyback Completion Will Drive Further Upside Momentum

Analysts have slightly increased their price target for TAL Education Group. The fair value estimate has been raised from $13.96 to $14.48 based on modest improvements in profit margins and revenue growth forecasts.

Shared on 01 Nov 25

Fair value Increased 7.40%

Analysts have raised their price target for TAL Education Group from $12.99 to $13.96, citing updated evaluations of fair value and noting slight adjustments to key financial metrics in their forecasts. What's in the News TAL Education Group completed a share repurchase program, buying back 4,195,065 shares.

Shared on 04 Aug 25

Fair value Increased 5.50%

Analysts have raised their price target for TAL Education Group to $12.98, citing strong core operations and balance sheet strength despite ongoing losses in the Content Solutions segment that are expected to cap near-term upside. Analyst Commentary Continued lack of company guidance is creating uncertainty in the near-term outlook.

Shared on 07 May 25

Fair value Decreased 4.23%

Shared on 30 Apr 25

Fair value Decreased 19%

AnalystConsensusTarget has decreased profit margin from 8.5% to 6.9%.

Shared on 23 Apr 25

Fair value Decreased 2.47%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 17 Apr 25

Fair value Increased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 31%

AnalystConsensusTarget has increased profit margin from 7.2% to 8.6% and decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 02 Apr 25

Fair value Decreased 24%

AnalystConsensusTarget has decreased profit margin from 8.6% to 7.2% and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 26 Mar 25

Fair value Increased 32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Shared on 10 Mar 25

Fair value Increased 4.20%

AnalystConsensusTarget Fair Value

US$14.46

23.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

17.27%

Consumer Services revenue growth rate

0.33%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.68%

Calculation

US$392.36m

Earnings '29

x

21.78x

PE Ratio '29

=

US$8.55b

Market Cap '29

US$8.55b

Market Cap '29

/

473.31m

No. shares '29

=

US$18.05

Share Price '29

US$18.05 Share Price '29

Discounted to 2026 @ 7.71% p.a.

=

US$14.45

Fair Value '26