New Oriental Education & Technology (EDU) — closed signal from June 10, 2026
Target reached Published before the outcome was known, scored automatically when the window closed on September 8, 2026 — +23.2% at the close.
Predicted vs. what happened
What happened
Reached its target in 49 days.
The thesis — published June 10, 2026
New Oriental looks like a possible rebound play: sales and fundamentals show momentum and the company has plenty of cash, but recent reports that some big funds sold or cut holdings are a clear warning. China policy uncertainty and a missed quarterly result make the setup fragile, so any move higher should be monitored over the next three months.
Primary drivers
- Strong cash position helps the company handle pressure from big investors selling
- Recovering demand for education services provides a steady business boost
- Large fund reductions create negative investor sentiment around the stock
- Price has fallen enough to allow a cautious, monitored recovery opportunity
How it played out
EDU: target reached in 49 days
Lyra published EDU as a cautious rebound from 46.39, with 18% expected growth over three months. The thesis pointed to recovering demand for education services, strong sales and fundamentals, and a strong cash position. It also flagged fund reductions, negative investor sentiment, policy uncertainty, and a missed quarterly result as risks.
Inside the window, EDU reached the 54.74 target in 49 days. It later peaked at 60.49 on August 3, a 30.4% gain from publication. The stock ended the window at 57.15, still above the target. The published rebound thesis played out and exceeded its stated price objective.
What happened during the window
On July 29, 2026, New Oriental reported that fourth-quarter net revenue rose 23.0% year over year to $1,529.5 million. It also reported operating income of $85.8 million, compared with an operating loss of $8.7 million in the prior-year period.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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