TALN Stock Chart & Stats
$180.00
$0.00(0.00%)
At close: 4:00 PM EDT
$180.00
$0.00(0.00%)
Day’s Range― - ―
52-Week Range$135.00 - $266.00
Previous CloseN/A
Volume0.00
Average Volume (3M)9.00
Market Cap
$104.26B
Enterprise Value$2.68K
Total Cash (Recent Filing)$3.24B
Total Debt (Recent Filing)$387.48M
Price to Earnings (P/E)2.5
Beta0.53
Next Earnings
Oct 22, 2026EPS Estimate
2.17Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)2.89
Shares Outstanding405,978,060
10 Day Avg. Volume11
30 Day Avg. Volume9
Financial Highlights & Ratios
PEG Ratio0.03
Price to Book (P/B)0.53
Price to Sales (P/S)0.66
P/FCF Ratio3.93
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
$233.98Price Target Upside29.99% Upside
Rating ConsensusHold
Number of Analyst Covering1
EPS Forecast (FY)24.06
Revenue Forecast (FY)$64.51B
Bulls Say, Bears Say
Bulls Say
Profitability Turnaround & MarginsTAL’s move from multi-year losses to a ~17.6% net margin in 2026, alongside stable gross margins (~50–57%), signals a structural improvement in unit economics and pricing power. Durable margin expansion increases internal reinvestment capacity and cushions the business against cyclical shocks and regulatory squeezes.
Strengthening Cash GenerationMaterial increases in operating cash flow and FCF provide recurring financial flexibility: they fund product development, device inventory, and shareholder actions without heavy reliance on external financing. Consistent cash conversion enhances long-term solvency and strategic optionality.
Robust Liquidity And Deferred RevenueSubstantial liquid assets and nearly $900M of deferred revenue create a durable runway to support AI rollouts, device launches, and measured geographic expansion. This liquidity reduces refinancing risk and underpins operational execution and authorized buybacks over the medium term.
Bears Say
Historical Volatility & Prior LossesThe company’s recent recovery follows a period of sharp revenue contraction and losses, reflecting execution and demand sensitivity (including regulatory impacts). That history increases the risk that growth and margins could re-reverse if market conditions or execution deteriorate, complicating medium-term visibility.
One-time Other Income Boosting Reported ProfitsSignificant fair-value gains on investments inflated non-operating income this period. Because management explicitly flagged these gains as non-recurring, reported net income may overstate core operating profitability and cash sustainability when projecting future earnings.
Device Business Cost And Competitive PressureThe learning-device segment faces structural headwinds: input-cost cycles (memory upcycle), SKU rationalization needs, and intense hardware/AI competition. These factors can compress device margins, tie up working capital, and require ongoing capex and R&D to sustain differentiation.
TAL Education Group News
TALN FAQ
What was TAL Education’s price range in the past 12 months?
TAL Education lowest stock price was $135.00 and its highest was $266.00 in the past 12 months.
What is TAL Education’s market cap?
TAL Education’s market cap is $104.26B.
When is TAL Education’s upcoming earnings report date?
TAL Education’s upcoming earnings report date is Oct 22, 2026 which is in 75 days.
How were TAL Education’s earnings last quarter?
TAL Education released its earnings results on Jul 30, 2026. The company reported $12.938 earnings per share for the quarter, beating the consensus estimate of $4.951 by $7.987.
Is TAL Education overvalued?
According to Wall Street analysts TAL Education’s price is currently Undervalued.
Does TAL Education pay dividends?
TAL Education does not currently pay dividends.
What is TAL Education’s EPS estimate?
TAL Education’s EPS estimate is 2.17.
How many shares outstanding does TAL Education have?
TAL Education has 405,978,060 shares outstanding.
What happened to TAL Education’s price movement after its last earnings report?
TAL Education reported an EPS of $12.938 in its last earnings report, beating expectations of $4.951. Following the earnings report the stock price went up 15.839%.
Which hedge fund is a major shareholder of TAL Education?
Currently, no hedge funds are holding shares in MX:TALN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
TAL Education Group Stock Smart Score
Neutral
1
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10
Analyst Consensus
Hold
Average Price Target:
$233.98 (29.99% Upside)
$233.98 (29.99% Upside)
Blogger Sentiment
Bullish
MX:TALN Sentiment 75%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth $6.4M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
4.88%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
18.41%
Trailing 12-Months
Company Description
TAL Education
Established in 2003 and headquartered in Beijing, People's Republic of China, TAL Education Group specializes in providing extracurricular academic support for K-12 students. The company's comprehensive tutoring programs cater to students from kindergarten through twelfth grade, encompassing a wide array of subjects such as mathematics, physics, chemistry, biology, history, geography, political science, English, and Chinese. Instruction is predominantly delivered through small-group classes operating under various brand names, including Xueersi, Xueersi Online School, First Leap, Tipaipai, Xiaohou AI, Xiaohoucode, Aiqidao, Mamabang, Kaoyanbang, and Shunshunliuxue. For those desiring tailored learning experiences, premium personalized services are offered via the Izhikang brand. Beyond its core educational offerings, TAL Education Group also manages jzb.com, a dedicated online learning platform. Its diversified business activities further extend to investment management and consulting, the development and sale of software and networking solutions along with related consulting services, and the distribution of educational resources and products.
TALN Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial picture: strong revenue growth, a clear profitability turnaround (material non-GAAP and GAAP net income improvement), expanding gross profit and margin gains, improving operating efficiency (notably S&M as a percent of revenue), continued product innovation (new device launch, AI features, frequent OS upgrades), and a solid balance sheet with sizeable short-term investments and deferred revenue. Offsetting these positives are meaningful short-term cash outflows from operations, expected moderation of growth as the company scales, input-cost pressures in the device business, one-time nature of some other income, and a competitive device market. On balance, the highlights outweigh the lowlights given the sizable turnaround to profitability, margin improvement, and clear strategic progress.View all MX:TALN earnings summariesTALN Stock 12 Month Forecast
Average Price Target
$233.98
▲(29.99% Upside)