Gaotu Techedu (GOTU) Aktievy
Gaotu Techedu Inc. är ett datadrivet utbildningsföretag som tillhandahåller utbildningstjänster, utbildningsinnehåll och digitaliserade utbildningsprodukter på det kinesiska fastlandet. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 5/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 4/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
Inga risker upptäckta för GOTU från våra riskkontroller.
GOTU Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Gaotu Techedu Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$1.84 |
| 52 veckors högsta | US$4.12 |
| 52 veckors lägsta | US$1.40 |
| Beta | 0.62 |
| 1 månads förändring | 29.58% |
| 3 månaders förändring | -4.17% |
| 1 års förändring | -48.60% |
| 3 års förändring | -48.60% |
| 5 års förändring | -84.81% |
| Förändring sedan börsintroduktionen | -82.44% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Jun 26
GOTU: Future Revenue Guidance And Leadership Changes Shape Balanced Outlook
Analysts have reduced their price target for Gaotu Techedu shares to $1.62 from $1.96. This reflects updated views on the stock's fair value, discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations.Seeking Alpha • Jun 05
Gaotu Techedu: Revenue Outperformance Is Overshadowed By Earnings Miss (Rating Downgrade)
Summary I lower my rating for Gaotu Techedu Inc. from 'Buy' to 'Hold' after analyzing its results and outlook. GOTU's 1Q2026 performance was mixed as evidenced by the sales beat and a below-consensus bottom-line. The company's Q2 revenue guidance implies growth acceleration, but falls short of the sell-side's estimate; a desire to remain profitable will cap near-term topline expansion, justifying a Neutral stance. Read the full article on Seeking AlphaRecent updates
Uppdatering av berättelse • Jun 26
GOTU: Future Revenue Guidance And Leadership Changes Shape Balanced Outlook
Analysts have reduced their price target for Gaotu Techedu shares to $1.62 from $1.96. This reflects updated views on the stock's fair value, discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations.Seeking Alpha • Jun 05
Gaotu Techedu: Revenue Outperformance Is Overshadowed By Earnings Miss (Rating Downgrade)
Summary I lower my rating for Gaotu Techedu Inc. from 'Buy' to 'Hold' after analyzing its results and outlook. GOTU's 1Q2026 performance was mixed as evidenced by the sales beat and a below-consensus bottom-line. The company's Q2 revenue guidance implies growth acceleration, but falls short of the sell-side's estimate; a desire to remain profitable will cap near-term topline expansion, justifying a Neutral stance. Read the full article on Seeking Alpha
Ny berättelse • Jan 21
Full Lifecycle AI Education Platform Will Unlock New Earnings Power Over The Next Decade
Catalysts About Gaotu Techedu Gaotu Techedu is a technology driven education company that provides online and offline learning services for students from primary school through adulthood. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Mar 04
Gaotu Techedu All Set To Thrive In China's AI Era
Summary Gaotu Techedu's strategic pivot to adult and vocational training amid disruptive policy changes in China's EdTech market has been a smart move. The company leverages AI-powered features to enhance learning engagement and operational efficiency. Recent financials show strong growth, with an 83% revenue jump and improved cash generation. Valuation metrics indicate that GOTU is undervalued compared to its sector peers, marking it as a buy. Despite geopolitical and macroeconomic risks, its strategic moves support a promising long-term outlook. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Gaotu Techedu: Profitability Has Reached Bottom, Maintain 'Buy'
Summary Gaotu's Q3 2024 revenue growth was robust at 53.1% YoY, but profitability declined due to heavy investments in workforce and marketing. Despite the stock's 11% drop post-earnings, I maintain a "buy" rating due to Gaotu's strong balance sheet and significant undervaluation. Management expects Q4 revenue growth of 69.2%-71.9% YoY, driven by aggressive offline expansion and diversified revenue streams. Gaotu's share repurchase program and cash reserves of $455 million provide downside support, with a 70% upside potential based on my valuation. Read the full article on Seeking AlphaSeeking Alpha • Nov 10
Gaotu Techedu: Recent Sell-Off Creates Another Buying Opportunity
Summary I maintain my "buy" rating for GOTU due to its significant undervaluation and potential for dramatic positive fundamental change. Gaotu's rapid offline expansion, especially in Guangzhou, positions it to capture market share from competitors like TAL and EDU. Exiting the loss-making Gaotu Jiapin business will enhance profitability starting Q4 2024, improving the company's financial outlook. Despite management risks and regulatory concerns, GOTU's valuation suggests an almost 80% upside within a year. Read the full article on Seeking AlphaSeeking Alpha • Aug 29
Gaotu Techedu: Profitability Concerns Overblown, Maintaining "Buy" Rating
Summary Gaotu Techedu's Q2 2024 results showed strong revenue growth but significant net losses due to upfront expenses for future demand, validating my "buy" rating. Despite a 19% stock drop post-earnings, Gaotu's cash-rich balance sheet and share repurchase program offer strong downside protection and significant upside potential. Non-academic tutoring business surged, contributing over 20% of total revenues, indicating robust future growth regardless of Chinese government policies. Management's Q3 revenue growth guidance of 50.5%-53.0% and increased financial projections for 2024 and 2025 further support Gaotu's undervaluation. Read the full article on Seeking AlphaSeeking Alpha • Aug 07
Gaotu Techedu: It's Getting Interesting Again
Summary The Chinese government has loosened regulation for after-school tutoring, potentially benefiting companies like GOTU. High youth unemployment in China may lead to government support for the after-school tutoring industry. GOTU's non-academic tutoring business is growing rapidly, contributing significantly to revenue; financial projections and valuation suggest undervaluation. Read the full article on Seeking AlphaSeeking Alpha • May 23
Gaotu Techedu: Revenue Guidance And Actual Operating Loss Missed Expectations
Summary Gaotu Techedu's actual first-quarter operating loss and Q2 revenue guidance were worse than what the market had expected. But the negatives are reflected in GOTU's current valuations, as the company's share price has corrected significantly following its Q1 results announcement. A Hold rating for Gaotu Techedu is fair, taking into account its performance, outlook, and valuations. Read the full article on Seeking AlphaSeeking Alpha • Feb 28
Gaotu Techedu: Downgrading To Hold As Recent Rally Has Pushed Up Valuation
Summary Gaotu Techedu reported strong Q4 2023 financial results, with increased net revenues and gross billings. Draft regulations released by China's education ministry regarding off-campus tutoring are encouraging for Gaotu, but regulation remains a long-term risk. Gaotu's shares have almost tripled in value in less than 6 months, but the stock price has mostly priced in the good news. I am downgrading to a Hold as a result. Read the full article on Seeking AlphaSeeking Alpha • Feb 09
Gaotu Techedu: Live-Streaming Business And Financial Outlook Are Key Investment Considerations
Summary GOTU's live streaming e-commerce business saw a very significant increase in followers in the past few months, and this explains the company's recent stock price outperformance. But Gaotu Techedu is valued by the market at a demanding P/E multiple at the high-twenties level, and there are risks associated with the sell side's bullish FY 2024 outlook. I rate GOTU as a Hold after considering both the growth of Gaotu Techedu's live streaming business and the risk of negative earnings surprises for the company in FY 2024. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
Gaotu Techedu: Watch Bottom Line Miss And Expanded Buyback Plan (Rating Downgrade)
Summary Gaotu Techedu's third quarter gross billings and bottom line and its fourth quarter net loss were worse than what analysts anticipated. But it came as a positive surprise that GOTU increased the size of its share repurchase program, which supports the view that the company's shares are cheap. I revise my rating for GOTU from a Buy previously to a Hold now, considering both the negative and positive read-throughs from its Q3 results. Read the full article on Seeking AlphaSeeking Alpha • Sep 27
Gaotu Techedu: Strong Growth Prospects And Lots Of Cash
Summary Gaotu Techedu has transformed into a completely new and stronger business. Its growth potential is strong after business transformation. GOTU's stock is extremely cheap given its strong cash position and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Jul 28
Gaotu Techedu: Consider Analyst Sentiment And Financial Outlook
Summary The sell-side is turning bullish on Gaotu Techedu, as evidenced by the favorable change in analysts' ratings, forecasts, and price targets. Gaotu Techedu is expected to register top line expansion and profitability improvement in the current year based on my analysis. I have lifted my investment rating for GOTU to a Buy, in view of positive analyst sentiment and a favorable business outlook for the stock. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Takeaways From Recent Rollercoaster Ride For Gaotu Techedu's Shares
Summary GOTU's share price has been very volatile recently, and there are insights to be drawn from the developments that have had an impact on Gaotu Techedu's shares. Gaotu Techedu still faces significant policy risks, but the company is expected to resume positive revenue growth this year. A Hold rating for Gaotu Techedu is warranted on the basis that there is substantial uncertainty regarding GOTU's outlook. Elevator Pitch I rate Gaotu Techedu's (GOTU) stock as a Hold. With my prior article for GOTU written on November 23, 2022, I performed a review of Gaotu Techedu's Q3 2022 financial results. I determine that a Hold rating for GOTU's shares is fair with this latest update. Efforts relating to revenue diversification might pay off for the company this year, with expectations that Gaotu Techedu can deliver positive top line expansion in 2023. But GOTU could still potentially suffer from adverse regulatory developments in the future, and the delisting risk for Gaotu Techedu can't be ignored especially since it is solely listed on the NYSE. Key Events Impacting GOTU's Stock Price In Recent Months Based on Seeking Alpha price data, Gaotu Techedu's share price surged by +230% from $1.00 (at the point of the publication of my earlier write-up) to $3.30 at the end of the February 8, 2023 trading day. GOTU's shares have been on a rollercoaster ride in the past two and half months. Gaotu Techedu's stock price went up by as much as +293% from $1.00 at the start of the November 25, 2022 trading day to close at a new one-year high of $3.93 as of December 22, 2022. China's decision to discontinue with its COVID-zero strategy and reopen the country had boosted the share prices of most Chinese companies in late last year, and GOTU was no exception. But GOTU's shares finished the year at a much lower stock price of $2.36 as of December 30, 2022. Gaotu Techedu's stock suffered a beating in the final week of 2022 as a result of policy headwinds. According to a December 29, 2022 Seeking Alpha News article, Chinese policymakers plan to place limitations on "fees paid for tutoring services and the timeframe in which the services may be offered" in the country. Earlier, there were expectations that China will put a stop to regulatory crackdowns on specific sectors including education, as the Chinese economy finds its footing. As such, the latest regulatory development for China's tutoring market was perceived to be a negative surprise. It is noteworthy that Gaotu Techedu's share price subsequently recovered to register a new 52-week high of $4.51 on January 24, 2023 during intraday trading. This is possibly linked to the recent quarterly financial performance of its peer TAL Education (TAL). TAL announced its Q3 FY 2023 results on January 19, 2023, and TAL's stock price rose by +4% in the subsequent three trading day post-results announcement. As per S&P Capital IQ's financial data, TAL's actual Q3 FY 2023 top line of RMB233 million was just slightly (2%) below the sell-side's consensus revenue estimate of RMB237 million. It is highly probable that TAL Education's actual third quarter revenue was better than the whisper numbers (real buy-side investor consensus which could differ from sell-side forecasts), which offered positive read-throughs for GOTU's future financial results. However, good times didn't last for long. GOTU's stock price pulled by -27% in the next two weeks (after hitting the new 52-week peak in late-January) to end the February 8, 2023 trading day at $3.30. A February 6, 2023 Seeking Alpha News commentary attributed the recent weakness in the share prices of Gaotu Techedu and other US-listed Chinese companies to the fact that "U.S.-China relations took a turn for the worse" following "the shooting down of a Chinese spy balloon." Do note that Gaotu Techedu is solely listed in the US as of now, so a potential US delisting will be a very negative development for the company. Recent Developments Point To A Mixed Outlook For Gaotu Techedu The outlook for GOTU is mixed, taking into account the various developments that have affected Gaotu Techedu's stock price in the last couple of months. Looking on the bright side of things, peer TAL Education's recent quarterly top line performance suggests that Chinese education companies in general have managed to find new revenue growth opportunities following the ban on after-school K-9 tutoring services in China. Consensus financial figures taken from S&P Capital IQ point to the sell-side analysts' expectations of GOTU's revenue (in local currency and RMB terms) growing by +0.6% and +19.1% for FY 2023 and FY 2024, respectively as compared to an expected -63.1% top line contraction for FY 2022. Chinese stock brokerage China Merchants Securities highlighted in its January 3, 2023 research report (not publicly available) on GOTU that it expects Gaotu Techedu to derive 42%, 28%, 23%, and 7% of its FY 2024 revenue from senior high education, non-academic tutoring, adult education, and educational content segments, respectively. K-9 tutoring services used to account for about half of Gaotu Techedu's revenue in 2021, but China Merchants Securities' financial forecasts suggest that GOTU has the ability to make up for the loss of K-9 tutoring services (discontinued in February 2022) by growing revenue from other existing and new businesses. On the other hand, new policies and other events affecting US-China ties imply that there are still substantial downside regulatory and geopolitical risks for Gaotu Techedu.Seeking Alpha • Jan 06
Gaotu Techedu regains compliance with NYSE
Gaotu Techedu (NYSE:GOTU) has regained compliance with NYSE's minimum average closing price criterion for continued listing of its ADSs. The technology-driven education company and online large-class tutoring service provider regained compliance as the average closing price of its ADSs for the consecutive 30-trading day period exceeded US$1.00. Read more on Gaotu Techedu, TAL Education tumble as China tightens regulations. GOTU shares are down 5.14% premarket.Seeking Alpha • Dec 30
TTOO, EDU and TAL among premarket gainers
UP Fintech Holding (NASDAQ:TIGR) -33% as China regulators asked Futu Holdings and UP Fintech Holding to correct illegal acts in cross-border securities business. Futu Holdings (NASDAQ:FUTU) -28% as China regulators asked Futu Holdings and UP Fintech Holding to correct illegal acts in cross-border securities business. Hoth Therapeutics (NASDAQ:HOTH) -23% on $10M private placement. iQIYI (NASDAQ:IQ) -9%. T2 Biosystems (TTOO) -8%. Satixfy Communications (SATX) -7%. Zhihu (ZH) -7%. Uxin (UXIN) -7% after Q2 earning release. Kanzhun (BZ) -7%. TAL Education (TAL) -7%. Yatsen Holding (YSG) -7%. Gaotu Techedu (NYSE:GOTU) -7%. Waterdrop (WDH) -6%. Digital Brands (DBGI) -6%. New Oriental Education & Technology (EDU) -6%. Caravelle International (CACO) -5%. RLX Technology (RLX) -5%. WeWork (WE) -5%.Aktieägarnas avkastning
| GOTU | US Consumer Services | US Marknad | |
|---|---|---|---|
| 7D | 5.1% | 0.3% | 0.6% |
| 1Y | -48.6% | -17.2% | 19.5% |
Avkastning vs industri: GOTU presterade sämre än US Consumer Services branschen som gav -17.2 % under det senaste året.
Avkastning vs Marknaden: GOTU presterade sämre än US marknaden som gav 19.5 % under det senaste året.
Prisvolatilitet
| GOTU volatility | |
|---|---|
| GOTU Average Weekly Movement | 6.9% |
| Consumer Services Industry Average Movement | 7.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: GOTU har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: GOTU s veckovolatilitet ( 7% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2014 | 17,483 | Larry Chen | ir.gaotu.cn |
Gaotu Techedu Inc. är ett datadrivet utbildningsföretag som tillhandahåller utbildningstjänster, utbildningsinnehåll och digitaliserade utbildningsprodukter i Kina. Företagets inlärningstjänster omfattar traditionella inlärningstjänster som täcker akademiska ämnen, såsom matematik, engelska, kinesiska, fysik, kemi, biologi, historia, geografi och statsvetenskap, samt icke-akademiska handledningstjänster, inklusive ungdomsutveckling, Cambridge English, internationella tävlingar och internationella prov. Företaget erbjuder även tjänster för universitetsstuderande och vuxenutbildning, inklusive antagningskurser för inträdesprov och intervjuer för forskarutbildningar och civilförvaltningsexamina, kurser för att förbereda sig inför prov, t.ex. IELTS och TOEFL, konsulttjänster för dem som studerar utomlands samt engelskkurser för att förbättra språkkunskaperna, vilket inkluderar grammatik, ordförråd och tal, och yrkeskurser för behörighetsprov, t.ex. lärarcertifiering.
Gaotu Techedu Inc. Sammanfattning av grunderna
| GOTU grundläggande statistik | |
|---|---|
| Börsvärde | US$435.62m |
| Vinst(TTM) | -US$60.75m |
| Intäkter(TTM) | US$933.55m |
0.5x
P/S-förhållande-7.2x
P/E-förhållandeÄr GOTU övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| GOTU resultaträkning (TTM) | |
|---|---|
| Intäkter | CN¥6.34b |
| Kostnad för intäkter | CN¥2.06b |
| Bruttovinst | CN¥4.28b |
| Övriga kostnader | CN¥4.69b |
| Intäkter | -CN¥412.79m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -1.73 |
| Bruttomarginal | 67.46% |
| Nettovinstmarginal | -6.51% |
| Skuld/egenkapitalförhållande | 48.8% |
Hur har GOTU utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/09 15:12 |
| Aktiekurs vid dagens slut | 2026/07/09 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Gaotu Techedu Inc. bevakas av 12 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Paul Robert Dewberry | BofA Global Research |
| Yishan Li | China Merchants Securities (HK) Co., Ltd |
| Chongguang Feng | Citic Securities Co., Ltd. |