美股異動|新東方盤前升超4.7% 首三季淨利潤同比增29%+高盛上調目標價
新東方(EDU.US)盤前升超4.7%,報46.17美元。消息面上,新東方公佈,2025財年第三季度的淨營收同比下降2%至11.831億美元,經營利潤同比增加9.8%至1.245億美元。2025財年首九個月,淨營收為36.571億美元,同比增加15.1%;股東應占淨利潤為3.646億美元,同比增加29%。
高盛發表研究報吿指,新東方管理層在最近一次業績電話會議中強調對成本控制和提升營運效率的重視,並預計核心教育業務在截至5月底止第四財季及2026財年經營利潤率將擴張。高盛將2025至2027財年核心業務non-GAAP下的經營利潤預測上調介乎7%至14%,H股目標價由40港元上調至42港元,維持“買入”評級。另外,里昂將其美股目標價由66.28美元小幅上調至66.6美元,維持“跑贏大市”評級。(格隆匯)
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