NEW ORIENTAL-S (09901) surged over 6% during trading sessions. As of press time, the stock was up 4.91% to HK$40.2, with turnover reaching HK$275 million.

On the news front, New Oriental previously released its FY26 performance guidance. The company expects net revenue for the first quarter (June-August 2025) to grow 2%-5% year-over-year, with full FY26 net revenue projected to increase 5%-10% year-over-year.

Soochow Securities noted that the first quarter guidance appears relatively conservative, primarily affected by macroeconomic challenges in overseas business, high base effects, and revenue recognition timing. The firm expects overall revenue growth to recover from the second quarter onwards.

Additionally, the company announced a new three-year shareholder return plan, committing to return no less than 50% of the previous fiscal year's net profit attributable to shareholders.

Guosheng Securities also indicated that the FY26 Q1 guidance is conservative, with growth momentum expected to improve from Q2. The company's education business fundamentals remain solid. Considering the short-term impact of macroeconomic conditions and international situations on study abroad services, the firm adjusted its earnings forecasts, projecting Non-GAAP net profit attributable to shareholders of $550 million, $608 million, and $647 million for FY2026-2028, representing year-over-year growth of 6.2%, 10.8%, and 6.4% respectively, maintaining a "Buy" rating.