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New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) (EDU) — RQD Stock Rating Cockpit

Q: What is EDU's 12-month price target and RQD AI Jury consensus?

EDU's 12-month base price target is $51.31 (range $39.92 to $68.22), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

$48.68 -0.83% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $48.72

New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) (EDU) earns a Roarable Rating of B- (Buy) with 70/100 RQD Confidence. High-quality cash engine (55% profit margin, 21% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 70/100 (B-) historically ranked in the Top 15% of excess returns over the next 90 days (+6.6% avg 90D alpha vs SPY • 68.1% hit rate) →

ROARABLE B- • BUY Cap $7.61B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on EDU Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is EDU stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) (NYSE: EDU) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 70/100 at a spot price of $48.68 (-0.83% 1D, market cap $7.61B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 5/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 19/20. Across 51 tracked Real Estate issuers, EDU ranks #8 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does EDU compare to TAL and LAUR in the Real Estate sector?

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Within the Real Estate sector (Other Consumer Services), EDU carries a Roarable B- (70/100 RQD), trailing P/E of 16.0x, gross margin of 54.6%, and ROIC of 21.3%. By comparison, TAL (TAL Education Group) holds a C grade (63/100 RQD, P/E 10.6x, ROIC 12.4%, cap $5.62B) and LAUR (Laureate Education Inc.) posts a B+ grade (76/100 RQD, P/E 17.6x, ROIC 30.6%, cap $4.96B). Among the 5-stock peer group, TAL leads on earnings multiple (10.6x) while LAUR leads on capital efficiency (30.6% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for EDU?

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Per EDU's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-05-31, CIK 0001372920), New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) generated $5.66B in revenue (+15.5% YoY), $475.2M in net income, and $780.2M in free cash flow against $6.79B in total assets and $1.59B in total debt. Key quantitative strengths: Strong cash generator (55% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $48.72 (+0.09%)🧬 Cannibal Buyback (-3.20% YoY Shares)⚙️ Cash Engine: 17/20 (A-) • 13.8% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 70/100 (B-) historically ranked in the Top 15% of excess returns over the next 90 days (+6.6% avg 90D alpha vs SPY • 68.1% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B-

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C+ · Rk B

Each axis scored 0–20

12M PRICE TARGET CONE+5.4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for EDU)Realized 20D OHLCV Swing Band: ±6.6%

Deterministic 5-Pillar Attribution (70/100 Composite)

🔍 WHY EDU SCORES 70/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Insider Conviction & Share Dilution+19/20 pts (27% of score)

SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-3.20% YoY Shares)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (26% of score)

Altman Z-Score 4.92 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9

▼ #1 Drag / Risk Factor: Whale & Options Positioning5/20 pts (-15 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-15 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade A-$58.62+4.3% Next Q

Q2 (-2Q)

Grade B+$61.15-5.2% Next Q

Q3 (-1Q)

Grade B$57.99-16.1% Next Q

Current

Grade B-$48.68+6.6% Hist 90D α

Trajectory: A- (78) → B- (70)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the EDU Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 70/100 (B-) score, EDU faces multiple-compression risk if 16.0x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-3.20% YoY Shares) — any gross margin slip below 52.1% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($56.57) or 200D SMA ($54.13) invalidates the momentum regime and cuts Target Base ($51.31) toward Bear Floor ($39.92).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $EDU• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “EDU Beats Next Quarter EPS Consensus (Nov 29, 2026) & Holds Above 200D SMA”

YES 70%NO 30%Trade / Inspect Odds →

RSI-14 MOMENTUMOVERSOLD (<32)

26.930 Oversold · 70 Hot

ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)

4.92>3.0 Fortress Safe

PIOTROSKI F-SCOREHIGH QUALITY (7–9)

9 / 99-Pt Accounting

52-WEEK LASER RANGE21% OF RANGE

L: $44$48.68H: $65

1. Money & Cash Health● HEALTHY

Are profits real cash in the bank?

Real cash coming in backs up reported profits (55% profit margin and healthy balance-sheet cushion).

Factor Grade: A-RQD 17 / 20

2. Big Money & Insiders● NEUTRAL

Are whales & executives buying or selling?

Big funds and company insiders are mostly holding steady without aggressive buying or panic selling.

Factor Grade: C-RQD 24 / 40

3. Hidden Risks & Market Weather● ALL CLEAR

SEC fine-print scan & interest-rate fit

Clean SEC fine-print check with low hidden accounting risk and favorable interest-rate weather.

Factor Grade: BRQD 29 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

2-of-3 JEV AI Jury Bullish on EDU

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

BULLISH (85)

21.3% ROIC with 54.6% gross margin and 10.25% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

BULLISH (90)

Altman-Z 4.92 and Piotroski 9/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

NEUTRAL (58)

24/40 institutional & smart-money positioning score with 11/20 macro alignment.

Bull Case: Why Buyers Like EDU

✓Strong cash generator (55% profit margin)—profits are backed by real money, not accounting tricks.
✓Company leadership has skin in the game with net positive insider conviction.
✓Clean SEC annual filing review with no major hidden accounting time-bombs.

Bear Case: What Could Go Wrong

!Broader market pullbacks can still drag down strong stocks in the short run.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (EDU Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

EDU // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -8.39%🛡️ HOLDING TREND SUPPORT

2026-11-02O $50.72H $50.72L $48.68C $48.68VOL 2.15M

RES: $62.05SUP: $47.69SMA50: $56.57SMA200: $54.13

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

EDU Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 EDU Butterfly Map → + Track EDU →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.6%/yr Implied 5Y Growth

vs. +15.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on EDU today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for EDU. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for EDU today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (EDU)

Real Estate Rank #8 of 51 ⚔️ TAL vs EDU Full Matrix →

1. Head-to-Head Real Estate Peer Comparison (EDU vs. TAL, LAUR, GHC, CVSA)

Industry: Other Consumer Services (73 Tracked Issuers)

Across 51 tracked Real Estate securities in the Roarable RQD universe, New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) (EDU) ranks #8 by composite RQD confidence (70/100, grade B-) and #3 by equity capitalization ($7.61B). Within this direct 5-issuer industry benchmark cohort, TAL leads on earnings valuation at 10.6x trailing P/E, while LAUR leads on capital efficiency and profitability with 30.6% ROIC and 28.3% gross margin. CVSA currently holds the highest overall quantitative score in the immediate peer group at 78/100 (B+) compared with EDU at 70/100 (B-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
EDU ACTIVE New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands)	B-	70/100	16.0x	54.6%	21.3%	-0.83%	$7.61B	Benchmark Subject
TAL TAL Education Group	C	63/100	10.6x	55.4%	12.4%	-2.66%	$5.62B	/tal-vs-edu →
LAUR Laureate Education Inc.	B+	76/100	17.6x	28.3%	30.6%	-7.75%	$4.96B	/laur-vs-edu →
GHC Graham Holdings Company	C	63/100	16.8x	—	3.5%	+0.56%	$4.92B	/ghc-vs-edu →
CVSA Covista Inc.	B+	78/100	18.4x	56.9%	14.8%	-3.44%	$4.36B	/cvsa-vs-edu →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-05-31 • CIK 0001372920

In its most recent audited fiscal period (FY2025, filed 2026-05-31), New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) (EDU) reported GAAP revenue of $5.66B (+15.5% vs. FY2024 revenue of $4.90B , and +31.2% cumulative change since FY2023) , GAAP net income of $475.2M, operating cash flow of $1.03B, and free cash flow of $780.2M (+19.2% YoY). On the balance sheet, EDU closed FY2025 with $6.79B in total assets against $1.59B in total debt (Altman Z-Score: 4.92, Piotroski F-Score: 9/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-05-31	$5.66B	$475.2M	$1.03B	$780.2M	$6.79B	$1.59B
FY2024 (FY)	2025-05-31	$4.90B	$371.7M	$896.6M	$654.7M	$5.88B	$1.38B
FY2023 (FY)	2024-05-31	$4.31B	$309.6M	$1.12B	$928.5M	$5.18B	$1.21B

3. EDU Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is EDU stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does EDU compare to TAL and LAUR in the Real Estate sector?

What are the biggest fundamental strengths and SEC risk factors for EDU?

Where is EDU trading relative to its 50-day, 200-day, and 52-week technical levels?

EDU last traded at $48.68 (-0.83% on volume of 780,125 shares), positioning the stock -13.95% below its 50-day simple moving average ($56.57) and -10.07% below its 200-day simple moving average ($54.13). Across its 52-week range of $44.25 to $64.97, EDU sits at the 21.4% percentile with a 14-day RSI of 26.9 (OVERSOLD (<32)) and an implied next-earnings move of ±6.6% ($45.47 to $51.89).

EDU Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell EDU stock right now?

New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) (EDU) currently earns a Roarable Rating of B- (Buy — BUY) with 70/100 RQD Confidence. High-quality cash engine (55% profit margin, 21% return on capital) with steady institutional support.

What is EDU's 12-month price target and RQD AI Jury consensus?

EDU's 12-month base price target is $51.31 (range $39.92 to $68.22), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: EDU RQD Cockpit EDU 12M Forecast EDU Earnings & Move EDU Dividends & DRIP EDU Insiders & 13F EDU Whale Options EDU Profit Sankey EDU News & Why

ROARABLE RATING BRIEF • RQD 70/100 (B-) ✓ STAGE-C NUMBER FIREWALL VERIFIED

EDU — New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands): What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:18:06Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, EDU carries an RQD Score of 70 and a letter grade of B-, labeled "Roarable Buy — Sound Institutional Accumulation." Across its five pillars: Fundamental Cash Engine scores 17/20 (ROIC 21.3%; FCF yield 10.25%); Whale 13F Flow scores 5/20 (institutional accumulation and options positioning); Insider Conviction scores 19/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit scores 11/20 (Beta 0.96; sector sensitivity); and Forensic Balance Sheet scores 18/20 (Altman Z 4.92; Piotroski F 9/9; Debt/Equity 0.39).

For a prospective investor, the strongest contributors are the cash-generation and insider-flow pillars, while the weakest is institutional 13F flow, which the rating scores at 5/20 despite the label referencing accumulation. The forensic pillar indicates a balance sheet the rating treats as sound. The macro pillar is the most modest, reflecting the rating's view of sector sensitivity rather than a directional call. The valuation tradeoff is visible in the market data: a forward P/E of 13.4 and FCF yield of 10.25% sit against a share price that closed down 3.21% on the day and trades within a 52-week range of $44.25 – $64.97. These are educational observations about how the rating's inputs fit together, not a recommendation.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
$49.09	$7.61B	16	13.4	9.3	3.07	1.27%	0.96	$44.25 - $64.97	21.3%

Business

Per the profile, New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) trades on the NYSE under ticker EDU. The sector is listed as Real Estate and the industry as Other Consumer Services. The source data does not describe the company's specific products, customer base, or revenue model beyond these classifications. Gross margin is 54.6%, operating margin 11.4%, and net margin 8.4% per the market data.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$5661.3M	$643.3M	$475.2M	N/A	$780.2M	N/A	$1589.7M
FY 2024	$4900.3M	$428.2M	$371.7M	N/A	$654.7M	N/A	$1376.0M
FY 2023	$4313.6M	$350.4M	$309.6M	N/A	$928.5M	N/A	$1211.3M

Reported revenue, operating income, and net income rose across the three periods shown, and FY 2025 filing date is 2026-05-31. Per the Roarable RQD rating, ROIC is 21.3%, the Altman Z-Score is 4.92, and the Piotroski F-Score is 9/9, with Debt/Equity of 0.39. Reported FCF declined from $928.5M in FY 2023 to $654.7M in FY 2024 before rising to $780.2M in FY 2025. Debt rose in each period shown, from $1211.3M to $1589.7M.

Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples

Per the Butterfly Supply-Chain Graph, the supply chain is listed as NONE, with no butterfly links and no proprietary signals. Sector is Real Estate and industry is Other Consumer Services. Upstream and downstream dependencies, sector correlations, and second-order bottlenecks cannot be determined from the source data.

Open Questions

What specific products and services generate EDU's reported revenue, and how are they split across segments?
Why are cash balances reported as N/A across all three periods, and how does that affect the liquidity picture behind the Forensic pillar score?
Why are reported EPS values N/A in the financial history when TTM EPS is listed at 3.07?
What drove the decline in reported FCF from FY 2023 to FY 2024, and does the FY 2025 recovery reflect a sustained trend?
What catalysts or regulatory factors underlie the sector-sensitivity assessment in the Macro Regime pillar?

EDU Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) (EDU) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to EDU Debate Forum (3) ↓

🟢 CATALYST Yahoo • 2d ago

New Oriental (EDU) Stock May Be Below Fair Value Despite Strong Q1 Growth

New Oriental Education & Technology Group has given long term holders a powerful ride, yet with the stock recently under pressure, the key question is whether the current price still lines up with what its earnings can s

Read Full Source ↗

🟡 MARKET WIRE Yahoo • 5d ago

New Oriental: Fiscal Q1 Earnings Snapshot

BEIJING (AP) — BEIJING (AP) — New Oriental Education & Technology Group Inc. (EDU) on Wednesday reported earnings of $273.

Read Full Source ↗

🟡 MARKET WIRE Yahoo • 5d ago

New Oriental Sinks 12% as CFO Calls Flat Margin “An Anticipated Consequence” of Scaling New Businesses

Key TakeawaysNew Oriental shares fell 12% today: fiscal first-quarter revenue rose 23%, but net income rose only 13. 5%.

Read Full Source ↗

🟢 CATALYST Yahoo • 5d ago

New Oriental (EDU) Q1 2027 Earnings Call Transcript

Revenue beat guidance as e-commerce and tutoring expansion drive growth.

Read Full Source ↗

🟡 MARKET WIRE Fintel • 5d ago

New Oriental Announces Results for the First Fiscal Quarter Ended August 31, 2026

Read Full Source ↗

🟡 MARKET WIRE Benzinga • 5d ago

12 Consumer Discretionary Stocks Moving In Wednesday's Intraday Session

Gainers Kodiak AI (NASDAQ:KDK) stock increased by 17.4% to $1.31 during Wednesday's regular session. The market value of their outstanding shares is at $224.6 million. Robo.ai (NASDAQ:AIIO) shares moved upwards by

Read Full Source ↗

🟡 MARKET WIRE SeekingAlpha • 5d ago

New Oriental Education & Technology Group Inc. (EDU) Q1 2027 Earnings Call Transcript

New Oriental Education & Technology Group Inc. (EDU) Q1 2027 Earnings Call October 28, 2026 8:00 AM EDTCompany ParticipantsSisi Zhao - Investor...

Read Full Source ↗

🟡 MARKET WIRE Benzinga • 5d ago

New Oriental Education Q1 2027 Earnings Call Transcript

New Oriental Education (NYSE:EDU) reported first-quarter financial results on Wednesday. The transcript from the company’s first-quarter earnings call has been provided below.This transcript is brought to you by

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🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

EDU Bull vs. Bear Conversation Board — What's Your Call at $48.68?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON EDU 🐻 33% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $57.93 (+18.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is EDU (B- • RQD 70/100) a Buy at $49.09?

Welcome to the EDU (New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands)) Roar Pit. Current RQD Composite is 70/100 (Roarable Buy — Sound Institutional Accumulation) in Other Consumer Services. Bulls point to capital efficiency (21.3% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

VA ValDiscipline Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $38.29 (-22.0%)

Spot @ $49.09

Pump the brakes on EDU — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on EDU, but look at what you are paying: 16.0x trailing P/E with 54.6% gross margins. Unless New Oriental Education & Technology Group Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MA MacroHawk_NYC Verified K Arena Trader 🐂 BULLISH 🎯 Target: $61.36 (+25.0%)

Spot @ $49.09

EDU cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on EDU, the market is fixating on short-term headline noise in Other Consumer Services and ignoring the balance sheet and cash flow trajectory. At $49.09 (52-wk range $44.25 - $64.97), any beat on forward guidance forces shorts and underweight funds to chase.