New Oriental Education & Tech. ADR Aktie

New Oriental shares jumped in premarket trading after Goldman Sachs upgraded the stock from "Neutral" to "Buy" and set a 12‑month price target of $65. Goldman Sachs cited a historically low valuation relative to expected 2026 P/E, net cash of about $5.4 billion (roughly 75% of market capitalization) and an active $300 million share buyback program as reasons for the upgrade. The bank also expects accelerated margin expansion in 2027 supported by double‑digit growth in K‑12 and exam‑prep businesses and strong growth at the livestreaming unit East Buy; a positive mood in US markets is amplifying the price move. » Plus sur de.investing.com

Cederberg Capital reduced its New Oriental Education holding by 826,670 shares in Q1 2026, lowering the position by about $45 million at quarter end. New Oriental reported accelerating growth with $1.42 billion in quarterly revenue, 45% higher operating income and net income, and raised full-year revenue guidance while holding over $5.2 billion in cash and equivalents. Management cited growth in overseas test prep, adult education and AI integration, and the company has returned capital via dividends and about $184 million in buybacks. The sale contrasts with improving fundamentals as the stock has lagged the broader market. » Plus sur finance.yahoo.com

Tiger Pacific Capital sold all 428,532 shares of New Oriental Education in Q1, an estimated $24.48 million transaction per an SEC filing, leaving no position at quarter-end. The fund retained a large position in TAL Education, suggesting the move was a portfolio reshuffle rather than a sector exit. New Oriental reported solid underlying performance with double-digit revenue and profit growth, ongoing buybacks, a $0.60 ADS dividend and more than $5.2 billion in cash and equivalents at quarter-end. » Plus sur finance.yahoo.com