周四早盘,新东方教育科技集团(EDU)股价大幅上涨,截至上午9:35,涨幅已达6.94%。这一强劲表现主要受到公司发布的2025财年第三季度财报超出市场预期,以及高盛上调目标价等利好因素的推动。
根据新东方昨日发布的财报显示,剔除东方甄选业务后,公司核心教育收入同比增长21.2%至10.38亿美元,优于市场预期。尽管总净营收同比下降2%至11.83亿美元,但经营利润同比上升9.8%至1.245亿美元,体现出公司的盈利能力有所提升。此外,新东方预计2025财年第四季度净营收(不含东方甄选业务)同比增长10%到13%,展现出管理层对未来业绩的信心。
值得注意的是,新东方教育新业务表现亮眼,营收同比增长34.5%。公司正积极推进OMO教学系统,加大人工智能技术在教育领域的应用,以提升产品竞争力和运营效率。受此利好消息影响,高盛发布研报上调新东方H股目标价至42港元,维持"买入"评级。分析师认为,公司在成本控制和提升运营效率方面的举措将支持未来利润率的扩张。这些积极因素共同推动了投资者对新东方未来发展的信心,从而带动股价大幅上涨。
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