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DAO logo

Youdao, Inc. Stock Price

NYSE:DAO Community·US$1.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 2 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

DAO Share Price Performance

US$14.41
5.52 (62.09%)
​
US$16.71
Fair Value
US$14.41
5.52 (62.09%)
13.8% undervalued intrinsic discount
US$16.71
Fair Value
Price US$14.41
AnalystConsensusTarget US$16.71
AnalystHighTarget US$14.96
AnalystLowTarget US$5.55
Fri, 4 Sep 26
Fair ValueUS$16.71
Share Pricen/a

DAO Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$16.71 13.8% undervalued intrinsic discount

AI Driven Digital Education Will Expand Global Markets

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$14.96 3.7% undervalued intrinsic discount

Digital Transformation And AI Will Expand Lifelong Learning Markets

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$5.55 159.5% overvalued intrinsic discount

China Demographics And Regulatory Hurdles Will Limit Expansion

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DAO logo
Youdao
13.8% undervalued intrinsic discount

AI Driven Digital Education Will Expand Global Markets

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 4 Sep
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DAO logo
Youdao
159.5% overvalued intrinsic discount

China Demographics And Regulatory Hurdles Will Limit Expansion

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AN
AnalystLowTarget
AnalystLowTarget
Updated 22 Jun
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DAO logo
Youdao
3.7% undervalued intrinsic discount

Digital Transformation And AI Will Expand Lifelong Learning Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 4 Jun
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Trending Discussion

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Recently Updated Narratives

AN
AnalystConsensusTarget
DAO logo

DAO: Profit Focus And AI Expansion Will Drive Future Upside

Fair Value: US$16.71 13.8% undervalued intrinsic discount
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AN
AnalystLowTarget
DAO logo

DAO: Lower Future P/E Will Expose Fragile Profitability Assumptions

Fair Value: US$5.55 159.5% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
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AN
AnalystHighTarget
DAO logo

DAO: AI Investments And Margin Resilience Will Support Future Repricing Potential

Fair Value: US$14.96 3.7% undervalued intrinsic discount
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Snowflake Analysis

Moderate growth potential with low risk.

3 Risks
1 Reward
View Full Analysis

Youdao, Inc. Key Details

CN¥6.0b

Revenue

CN¥3.3b

Cost of Revenue

CN¥2.7b

Gross Profit

CN¥2.6b

Other Expenses

CN¥160.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.33
45.15%
2.68%
-93.3%
View Full Analysis

About DAO

Founded
2006
Employees
3595
CEO
Feng Zhou
WebsiteView website
www.youdao.com

Youdao, Inc., an internet technology company, provides online services in the fields of content, community, communication, and commerce in the People’s Republic of China. It operates through three segments: Learning Services, Smart Devices, and Online Marketing Services. The Learning Services segment offers digital content services, which provides interactive learning features, such as Youdao Lingshi; STEAM courses, including Youdao iCode operated by Youdao Premium Courses; and adult courses comprising China University MOOC. The Smart Devices segment develops and offers smart devices, such as Youdao Dictionary Pen, Youdao Tutoring Pen, and Youdao Smart Learning Terminal. The Online Marketing Services Segment provides performance-based advertising, and global marketing and promotion services. It also offers Youdao Dictionary, a language app; other dictionary and translation tools; and AI-based learning tools, including Hi Echo, Mr. P AI Tutor and Scholar AI by Confucius LLM. In addition, the company licenses technologies and services through Youdao Smart Cloud. It provides learning content, applications, and solutions, which cover topics and target people from age groups through its websites and mobile applications. Youdao, Inc. was founded in 2006 and is headquartered in Hangzhou, China. Youdao, Inc. operates as a subsidiary of NetEase, Inc.

Recent DAO News & Updates

User avatar
Narrative Update • Sep 04

DAO: Profit Focus And AI Expansion Will Drive Future Upside

Analysts have raised their fair value estimate for Youdao to $16.71 from $14.95, reflecting updated assumptions about its focus on profitability and a higher future P/E multiple following recent research that cited the company's priority on earnings quality. What’s in the News for Youdao Youdao reported Q2 2026 net revenues of RMB 1.5b, a 3.5% year over year increase, with learning services and AI driven online marketing offsetting weaker smart device sales.
User avatar
Narrative Update • Aug 21

DAO: AI Profit Streak And Buyback Completion Will Eventually Disappoint

Analysts recently adjusted their price target for Youdao from $11.75 to $14.95, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News for Youdao Youdao reported Q2 2026 net revenues that were 3.5% higher year over year, supported by momentum in learning and tutoring services.

Recent updates

No updates

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