TAL Education Group

Learning Centers Expansion And AI Integration Will Increase Efficiency

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

28 Apr 25

Updated

16 Jun 26

Views

25

16 Jun

US$9.48

AnalystLowTarget's Fair Value

US$12.34

23.2% undervalued

1Y

-11.3%

7D

3.2%

Loading

1Y

-11.3%

7D

3.2%

Author's Valuation

US$12.3423.2% undervalued

AnalystLowTarget Fair Value

Shared on 16 Jun 26

Fair value Increased 3.58%

TAL: Future Returns Will Hinge On Margins While Lawsuit Risk Persists

TAL’s outlook now leans more on whether it can improve profits, even as expectations for sales growth cool. A long-running shareholder lawsuit tied to past business claims still hangs over the company, while management also keeps shrinking the share count through buybacks.

2 views

Shared on 14 Apr 26

TAL: Future Returns Will Depend On Margins And Recent Buyback Execution

Analysts have adjusted their price target for TAL Education Group to $11.91, reflecting updated views on revenue, profit margins and future P/E assumptions based on recent Street research, including the latest upgrade commentary. Analyst Commentary Recent Street research around TAL Education Group highlights a mix of optimism and caution, with the updated US$11.91 price target reflecting both constructive views on the business and a set of clear execution and valuation risks that bearish analysts continue to flag.

2 views

Shared on 16 Feb 26

Fair value Increased 3.23%

TAL: Future Execution Will Rely On Margins And Share Repurchases

Analysts have nudged their fair value estimate for TAL Education Group from $11.54 to about $11.91, citing updated assumptions on revenue growth, profit margins, the discount rate, and future P/E multiples following recent research, including the latest upgrade from Macquarie. Analyst Commentary While the fair value estimate has moved slightly higher, some research commentary still highlights risks that readers should keep in mind when thinking about TAL Education Group's valuation and execution.

3 views

Shared on 02 Feb 26

Fair value Increased 21%

TAL: Elevated Expectations Will Depend On Challenging Margin Execution

Analysts have raised their price target fair value on TAL Education Group from $9.55 to $11.54, citing updated assumptions around revenue growth, profit margins and future P/E that they see reflected in recent research commentary. Analyst Commentary Recent research commentary around TAL Education Group reflects a mix of optimism on the updated fair value estimate and ongoing caution around execution and valuation risks.

1 view

Shared on 07 May 25

Fair value Decreased 11%

1 view

Shared on 30 Apr 25

Fair value Increased 13%

AnalystLowTarget made no meaningful changes to valuation assumptions.

0 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$12.34

23.2% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

13.65%

Historical revenue growth rate

-18.10%

Consumer Services revenue growth rate

0.36%

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

7.87%

Calculation

US$457.42m

Earnings '29

x

15.09x

PE Ratio '29

=

US$6.90b

Market Cap '29

US$6.90b

Market Cap '29

/

446.14m

No. shares '29

=

US$15.47

Share Price '29

US$15.47 Share Price '29

Discounted to 2026 @ 7.84% p.a.

=

US$12.34

Fair Value '26