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Gaotu Techedu Inc. Stock Price

NYSE:GOTU Community·US$578.5m Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

GOTU Share Price Performance

US$2.39
0.45 (23.20%)
US$3.71
Fair Value
US$2.39
0.45 (23.20%)
35.6% undervalued intrinsic discount
US$3.71
Fair Value
Price US$2.39
AnalystConsensusTarget US$3.71
AnalystLowTarget US$1.96

GOTU Community Narratives

AnalystConsensusTarget·
Fair Value US$3.71 35.6% undervalued intrinsic discount

AI Adoption And Offline Expansion Will Support Long Term Education Demand Narrative

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AnalystLowTarget·
Fair Value US$1.96 22.2% overvalued intrinsic discount

Offline Expansion And AI Spending Will Pressure Margins And Limit Long Term Earnings

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US$1.96
22.2% overvalued intrinsic discount
Revenue
22.9% p.a.
Profit Margin
2.41%
Future PE
14.42x
Price in 2029
US$2.39
US$3.71
35.6% undervalued intrinsic discount
Revenue
20.46% p.a.
Profit Margin
3.42%
Future PE
20.69x
Price in 2028
US$4.66

Trending Discussion

Updated Narratives

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Offline Expansion And AI Spending Will Pressure Margins And Limit Long Term Earnings

Fair Value: US$1.96 22.2% overvalued intrinsic discount
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AI Adoption And Offline Expansion Will Support Long Term Education Demand Narrative

Fair Value: US$3.71 35.6% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with reasonable growth potential.

0 Risks
4 Rewards

Gaotu Techedu Inc. Key Details

CN¥5.9b

Revenue

CN¥1.9b

Cost of Revenue

CN¥3.9b

Gross Profit

CN¥4.3b

Other Expenses

-CN¥375.0m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
-1.55
67.50%
-6.41%
3.4%
View Full Analysis

About GOTU

Founded
2014
Employees
14381
CEO
Xiangdong Chen
WebsiteView website
ir.gaotu.cn

Gaotu Techedu Inc., a data-driven education company, provides learning services, educational content, and digitalized learning products in Mainland China. Its learning services include traditional learning services that cover academic subjects, such as mathematics, English, Chinese, physics, chemistry, biology, history, geography and political science; and non-academic tutoring services, including adolescent development, Cambridge English, international competitions and international examinations. It also offers college student and adult education services, comprising admission courses for entrance exams and interviews for postgraduate programs and civil service exams,; exam preparation courses, such as IELTS and TOEFL; consulting services for those pursuing studies abroad, as well as English courses for improving language skills which includes grammar, vocabulary, and speaking; and professional courses for qualification exams, such as teacher certification. In addition, the company offers educational content products, including course outlines, courseware, practice exercises and lesson notes, and reference books, such as Chinese dictionaries and exam question compilations for the college entrance exam; and digitalized learning products, including reading apps for young learners, and AI-based writing assessment tools that offer instant feedback, as well as learning pen and tablet devices. It provides its learning offerings to learners across various age groups from primary school students to adults through online and offline courses, and AI-powered applications. The company was formerly known as GSX Techedu Inc. and changed its name to Gaotu Techedu Inc. in June 2021. Gaotu Techedu Inc. was incorporated in 2014 and is headquartered in Beijing, China.

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