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TAL Education (MX:TALN)
NYSE:TALN

TAL Education Group (TALN) Price & Analysis

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TALN Stock Chart & Stats

$180.00
$0.00(0.00%)
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Bulls Say, Bears Say

Bulls Say
Revenue & Profit TurnaroundTAL moved from multi-year losses to a clear profitability inflection in 2026, with revenue near $3.0B and net margin ~17.6%. This indicates restored unit economics and operating leverage, creating a more durable cash-earning business model that supports reinvestment and margin sustainability.
Improved Cash GenerationOperating cash flow and free cash flow strengthened materially in 2026, improving funding capacity for product development, devices, and shareholder returns without relying on new leverage. Sustained FCF generation enhances financial flexibility and resilience across business cycles.
Strong Liquidity & Low LeverageA conservative capital structure with ample cash and short-term investments plus very low debt-to-equity provides resilience for scaling, product investment and cyclical shocks. This liquidity buffer supports strategic priorities (AI rollout, device launches) without immediate financing pressure.
Bears Say
Historical VolatilityTAL's recent strong results follow a period of sharp revenue and cash volatility. Such regime shifts imply execution and demand sensitivity (and potential regulatory impacts), raising the risk that growth or margins could revert if market conditions change or execution falters.
Q4 Operating Cash OutflowA meaningful Q4 operating cash outflow despite reported profitability highlights potential working-capital timing or cash conversion inconsistencies. If cash conversion remains uneven, it could strain liquidity or force trade-offs between capex, device inventory and shareholder returns.
Device Margin & Competitive PressureThe learning-device business drives engagement but faces structural headwinds: input-cost cycles (memory upcycle) and rapid product/AI competition. These force ongoing R&D, SKU rationalization and margin discipline, risking sustained pressure on gross margins and cash from hardware sales.

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 $99.67B.
      When is TAL Education’s upcoming earnings report date?
      TAL Education’s upcoming earnings report date is Jul 30, 2026 which is in 4 days.
        How were TAL Education’s earnings last quarter?
        TAL Education released its earnings results on Apr 23, 2026. The company reported $7.879 earnings per share for the quarter, beating the consensus estimate of $2.539 by $5.34.
          Is TAL Education overvalued?
          According to Wall Street analysts TAL Education’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            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 2.26.
              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 $7.879 in its last earnings report, beating expectations of $2.539. Following the earnings report the stock price went down -7.348%.
                  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

                    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.

                    TAL Education Group (TALN) Earnings & Revenues

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