TAL Education Group (TAL) Aandelenoverzicht
TAL Education Group biedt slimme leeroplossingen aan in de Volksrepubliek China. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 6/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
TAL Community Fair Values
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Analyst Price Targets
TAL Education Group Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$12.03 |
| 52 Week Hoogtepunt | US$13.37 |
| 52 Week Laag | US$8.88 |
| Bèta | 0.15 |
| 1 maand verandering | 17.48% |
| 3 maanden verandering | 14.90% |
| 1 Jaar Verandering | 9.46% |
| 3 jaar verandering | 80.09% |
| 5 jaar verandering | 114.82% |
| Verandering sinds IPO | 381.20% |
Recent nieuws en updates
Analyse-artikel • Aug 07
Statutory Earnings May Not Be The Best Way To Understand TAL Education Group's (NYSE:TAL) True Position
TAL Education Group ( NYSE:TAL ) recently released a strong earnings report, and the market responded by raising the...
Narratiefupdate • Aug 01
TAL: Extended Buybacks And Higher Margins Will Drive Future Upside Potential
Analysts have lifted their price target fair value estimate for TAL Education Group from $18.67 to $20.00. This change reflects updated assumptions on the discount rate, revenue growth, profit margins and future P/E, amid ongoing caution about the cost of sustaining above industry growth as AI learning pad sales slow and marketing needs rise.Seeking Alpha • Jul 24
TAL Education FY Q1 2027 Preview: Smart Hardware Momentum Offset By Normalizing Growth
Summary TAL Education is rated HOLD, reflecting balanced puts and takes ahead of FY1Q27 earnings. Revenue growth is solid, driven by Peiyou Small Classes and strong traction in AI learning tablets, but normalization is expected. The hardware segment, including X5 Ultra and T6 tablets, shows promising user engagement but faces low margin and replacement cycle risks. Valuation at 10x FY2028 earnings offers downside support, but further evidence of growth and margin stability is needed for a bullish stance. Read the full article on Seeking Alpha
Narratiefupdate • Jun 16
TAL: Future Returns Will Hinge On Margins While Lawsuit Risk Persists
Analysts have adjusted their fair value estimate for TAL Education Group to $12.34 from $11.91, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for TAL Education Group A securities class action lawsuit was filed accusing TAL Education Group of omissions and fraudulent misrepresentations related to its business and future prospects, following regulatory penalties in 2021 for false advertising and illegal business practices.Recent updates
Analyse-artikel • Aug 07
Statutory Earnings May Not Be The Best Way To Understand TAL Education Group's (NYSE:TAL) True Position
TAL Education Group ( NYSE:TAL ) recently released a strong earnings report, and the market responded by raising the...Narratiefupdate • Aug 01
TAL: Extended Buybacks And Higher Margins Will Drive Future Upside Potential
Analysts have lifted their price target fair value estimate for TAL Education Group from $18.67 to $20.00. This change reflects updated assumptions on the discount rate, revenue growth, profit margins and future P/E, amid ongoing caution about the cost of sustaining above industry growth as AI learning pad sales slow and marketing needs rise.Seeking Alpha • Jul 24
TAL Education FY Q1 2027 Preview: Smart Hardware Momentum Offset By Normalizing Growth
Summary TAL Education is rated HOLD, reflecting balanced puts and takes ahead of FY1Q27 earnings. Revenue growth is solid, driven by Peiyou Small Classes and strong traction in AI learning tablets, but normalization is expected. The hardware segment, including X5 Ultra and T6 tablets, shows promising user engagement but faces low margin and replacement cycle risks. Valuation at 10x FY2028 earnings offers downside support, but further evidence of growth and margin stability is needed for a bullish stance. Read the full article on Seeking AlphaNarratiefupdate • Jun 16
TAL: Future Returns Will Hinge On Margins While Lawsuit Risk Persists
Analysts have adjusted their fair value estimate for TAL Education Group to $12.34 from $11.91, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for TAL Education Group A securities class action lawsuit was filed accusing TAL Education Group of omissions and fraudulent misrepresentations related to its business and future prospects, following regulatory penalties in 2021 for false advertising and illegal business practices.Narratiefupdate • Jun 02
TAL: Share Repurchases Will Support Future Upside Potential
Analysts have maintained their price target for TAL Education Group at $18.67, indicating that their assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E remain relatively unchanged in their latest models. What's in the News TAL Education Group completed a share repurchase tranche covering the period from July 28, 2025 to April 22, 2026.Narratiefupdate • May 18
TAL: Share Repurchases And Margin Assumptions Will Support Future Upside
Analysts now assess TAL Education Group's fair value estimate at $18.67, up from $17.70. This revision reflects updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E.
Narratiefupdate • Apr 28
TAL: Macquarie Upgrade And Completed Buybacks Will Support Future Share Rebound
Analysts have nudged their TAL Education Group price target slightly lower to about $15.55, with the update reflecting revised assumptions for the discount rate, revenue growth, profit margin, and future P/E multiples following recent research commentary. Analyst Commentary Recent research commentary around the updated price target centers on how TAL Education Group might balance growth ambitions with valuation discipline and execution risks.Narratiefupdate • Apr 14
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.Narratiefupdate • Mar 31
TAL: Macquarie Upgrade And Buybacks Will Support Future Share Rebound
Analysts have adjusted their price targets on TAL Education Group, keeping fair value steady around $15.65 while fine tuning assumptions on discount rate, revenue growth, profit margins and future P/E following recent research updates that include a Macquarie upgrade. Analyst Commentary Analysts are reassessing TAL Education Group's setup around the current fair value of about US$15.65, focusing on how revisions to revenue, margin and P/E assumptions support or challenge that level.Narratiefupdate • Mar 16
TAL: Macquarie Upgrade And Share Buyback Will Support Future Upside
Analysts have adjusted their price target for TAL Education Group to $15.65, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions informed by recent Street research including the Macquarie upgrade. Analyst Commentary Bullish analysts see the revised US$15.65 price target as more in line with updated assumptions around discount rates, revenue trajectory, margins, and P/E multiples.Narratiefupdate • Mar 02
TAL: Share Buyback And Margin Outlook Will Support Future Upside
Analysts have lifted their price target on TAL Education Group to $15.65 from $14.46, citing updated assumptions that include a higher fair value estimate, a slightly adjusted discount rate, moderated revenue growth expectations, improved profit margin forecasts, and a lower future P/E multiple referenced in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher fair value estimate as reflecting improved confidence in TAL Education Group's ability to execute on its current business mix, even with moderated revenue growth assumptions baked into the model.Narratiefupdate • Feb 16
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.Narratiefupdate • Feb 02
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.Narratiefupdate • Jan 19
TAL: Share Repurchases Will Support Higher Future Returns
Analysts have nudged their price target on TAL Education Group slightly lower to about US$17.70, citing updated assumptions that include modestly higher revenue growth, a small improvement in profit margins, and a somewhat lower future P/E multiple. What's in the News TAL Education Group completed a share repurchase tranche between July 28, 2025 and October 29, 2025, buying back 4,195,065 shares for US$134.7 million, equal to 0.69% of its shares (company filing).Narratiefupdate • Jan 05
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).Analyse-artikel • Dec 28
Returns On Capital Are Showing Encouraging Signs At TAL Education Group (NYSE:TAL)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Narratiefupdate • Dec 14
TAL: Share Repurchases And Margin Expansion Will Drive Stronger Returns
Analysts have raised their price target on TAL Education Group to approximately $17.70 from about $14.90, citing expectations for stronger profit margins and a lower future valuation multiple that together offset slightly slower projected revenue growth. What's in the News TAL Education Group completed a share repurchase tranche between July 28, 2025 and October 29, 2025, buying back 4,195,065 shares for a total consideration of $134.7 million (Key Developments) The completed buyback represents approximately 0.69% of the company’s outstanding shares, signaling continued capital return to shareholders (Key Developments) This tranche fully exhausts the repurchase authorization announced on July 31, 2025, under which the 4,195,065 shares were acquired (Key Developments) Valuation Changes The fair value estimate has risen meaningfully, increasing from $14.90 to $17.70 per share.Narratiefupdate • Nov 29
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.Narratiefupdate • Nov 15
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.Narratiefupdate • Nov 01
TAL: Share Repurchase Program Will Drive Future Upside Potential
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.Analyse-artikel • Sep 01
These Return Metrics Don't Make TAL Education Group (NYSE:TAL) Look Too Strong
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Seeking Alpha • Jan 28
TAL Education Group:Valuation Premium Priced In Strong Results, Maintain Hold
Summary TAL Education Group reported strong Q3 FY2025 results, with net revenues up 62.4% and gross profits up 57.9% year-over-year. Despite the impressive financial performance, I maintain a "hold" rating as the stock price already reflects high-quality growth expectations. TAL's competitive edge lies in its focus on content quality and AI-powered learning devices, positioning it ahead in the education sector. Valuation concerns persist, with TAL trading at a premium; risks include regulatory challenges and potential slower growth in the Peiyou small class business. Read the full article on Seeking AlphaSeeking Alpha • Dec 15
TAL Education Group: Strong Growth But Valuation Premium Not Justified, Initiate With 'Hold'
Summary TAL Education Group has successfully transitioned from K-9 academic tutoring to a comprehensive educational service provider, positioning itself for strong growth. Despite TAL's transformation and AI advancements, its current valuation reflects significant optimism, leading to a "hold" rating. Regulatory risks and competitive challenges remain critical concerns for TAL's future performance and market positioning. Investors should monitor regulatory developments and competitive dynamics closely, as these factors could impact TAL's growth trajectory. Read the full article on Seeking AlphaSeeking Alpha • Sep 11
TAL Education: Capital Allocation Concerns Overshadow Learning Devices' Growth Potential (Rating Downgrade)
Summary I have downgraded TAL Education Group stock from a Buy to a Hold, after assessing the company's top line growth, operating profitability, and capital allocation. On the negative side of things, TAL's increased focus on investments raises concerns about its future capital return and profitability. On the positive side of things, TAL Education's learning devices business has favorable growth prospects. Read the full article on Seeking Alpha
Nieuw narratief • Aug 29
AI Enhancements And Tactical Growth Promise Brighter Futures
Expansion in both online and offline learning platforms, alongside investments in AI such as MathGPT, aims to boost user satisfaction and revenue.Seeking Alpha • Jun 26
TAL Education: Underappreciated Growth
Summary TAL's learning center network is likely to grow significantly in the new fiscal year considering the company's management comments and third-party research data. The company's learning devices are popular with consumers and are well-positioned to gain market share in the future. TAL Education deserves to trade at higher valuations, as the growth outlook for both its learning services business and learning content solutions business is positive. Read the full article on Seeking AlphaSeeking Alpha • Apr 12
TAL Education: Focus On Regulatory Development And Earnings Preview
Summary There has been a positive change in the Chinese regulators' stance on K-12 non-academic learning services, as evidenced by recent draft regulations. TAL Education Group is expected to report its Q4 FY 2024 earnings on April 25, and I see the company announcing better-than-expected financial results for the recent quarter. I view TAL Education's shares as attractively valued based on a comparison of its EV/Revenue multiple with its medium-term top-line CAGR estimate. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
TAL Education: Turning Bullish On Revenue Beat And Potential Catalysts (Rating Upgrade)
Summary TAL Education's Q3 FY 2024 revenue beat expectations, which drove its shares up by +5.7% on the day of the results release. The introduction of new learning devices to the market and a faster pace of share repurchases could be catalysts for TAL. My rating for TAL is upgraded to a Buy in consideration of potential catalysts and the company's positive sales growth momentum. Read the full article on Seeking AlphaSeeking Alpha • Nov 16
Education Provider TAL Counts On AI Devices And MathGPT
Summary TAL Education Group has swung into the black after investing in AI-powered educational devices and developing a newly approved MathGPT tool. TAL’s revenue rose 40% in the second quarter, propelling the education group from a loss to a net profit of $37.9 million. Competition over educational AI is heating up in China, as companies develop large-scale AI models and launch intelligent learning devices. Read the full article on Seeking AlphaRendement voor aandeelhouders
| TAL | US Consumer Services | US Markt | |
|---|---|---|---|
| 7D | -1.1% | 0.4% | -0.3% |
| 1Y | 9.5% | -15.8% | 19.9% |
Rendement versus industrie: TAL overtrof de US Consumer Services industrie, die het afgelopen jaar een rendement -15.8 % opleverde.
Rendement versus markt: TAL presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 19.9 % opleverde.
Prijsvolatiliteit
| TAL volatility | |
|---|---|
| TAL Average Weekly Movement | 5.8% |
| Consumer Services Industry Average Movement | 7.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: TAL heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van TAL is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2003 | 26,100 | Tom Zhang | www.100tal.com |
TAL Education Group biedt slimme leeroplossingen aan in de Volksrepubliek China. Het bedrijf biedt leerdiensten aan via de kleine klassen van Xueersi Peiyou, gepersonaliseerde premiumdiensten en online cursussen. Het bedrijf ontwikkelt en levert tevens leerinhoudoplossingen voor leerlingen in gedrukte, digitale en apparaatgebaseerde formaten, waaronder gedrukte boeken, boeken geïntegreerd met digitale leerervaringen, leerapparaten en mobiele applicaties.
TAL Education Group Samenvatting
| TAL fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$6.48b |
| Inkomsten(TTM) | US$907.48m |
| Inkomsten(TTM) | US$3.19b |
7.4x
Koers/Winstverhouding2.1x
P/S-verhoudingIs TAL overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| TAL resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$3.19b |
| Kosten van inkomsten | US$1.40b |
| Brutowinst | US$1.79b |
| Overige uitgaven | US$880.77m |
| Inkomsten | US$907.48m |
Laatst gerapporteerde inkomsten
May 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 1.64 |
| Brutomarge | 56.02% |
| Nettowinstmarge | 28.43% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde TAL op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/18 14:35 |
| Aandelenkoers aan het einde van de dag | 2026/08/18 00:00 |
| Inkomsten | 2026/05/31 |
| Jaarlijkse inkomsten | 2026/02/28 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
TAL Education Group wordt gevolgd door 36 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Yanfang Jiang | Benchmark Company |
| Lucy Yu | BofA Global Research |
| Lei Yang | CGS International |