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TAL Education Posts Strong Q3 2026 Profit Surge as Revenues Climb 27%

Story Highlights
  • TAL Education, a China-based smart learning provider, reported strong top-line and margin growth for the quarter ended November 30, 2025.
  • The company swung to solid profitability in Q3 and over nine months, with revenues and net income surging and a robust cash position supporting its tech-driven education strategy.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
TAL Education Posts Strong Q3 2026 Profit Surge as Revenues Climb 27%

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The latest update is out from TAL Education Group ( (TAL) ).

On January 29, 2026, TAL Education Group reported unaudited results for its third fiscal quarter ended November 30, 2025, showing a sharp rebound in profitability driven by strong top-line growth and tighter cost controls. Quarterly net revenues rose 27% year on year to US$770.2 million, while the company swung from a US$17.4 million operating loss a year earlier to operating income of US$93.1 million, with non-GAAP operating income reaching US$104.0 million. Net income attributable to TAL surged to US$130.6 million from US$23.1 million, and non-GAAP net income climbed to US$141.4 million, supported by robust margin expansion as selling and marketing expenses declined and revenue scale improved, even as cost of revenues and general and administrative expenses grew. For the nine months ended November 30, 2025, net revenues increased 34.5% to US$2.21 billion and operating income soared to US$203.6 million from US$12.9 million, with net income more than tripling to US$286.0 million, signalling that TAL’s post-restructuring smart-learning strategy and emphasis on technology integration are strengthening its financial footing and competitive positioning in China’s education market while preserving a sizeable US$3.62 billion cash and short-term investment balance.

The most recent analyst rating on (TAL) stock is a Hold with a $11.50 price target. To see the full list of analyst forecasts on TAL Education Group stock, see the TAL Stock Forecast page.

Spark’s Take on TAL Stock

According to Spark, TipRanks’ AI Analyst, TAL is a Neutral.

The score is driven primarily by improving fundamentals (better revenue growth and profitability with a strong, low-leverage balance sheet) and a constructive earnings update highlighting margin expansion, positive operating income, and buyback support. These positives are tempered by weakening free-cash-flow growth, a technically weak setup (below key moving averages with negative MACD), and a relatively high P/E with no dividend yield support.

To see Spark’s full report on TAL stock, click here.

More about TAL Education Group

TAL Education Group is a China-based smart learning solutions provider that integrates technology into education to deliver digital learning content, products and services aimed at supporting students’ holistic development. Listed on the NYSE, the company focuses on tech-enabled education offerings in its domestic market, positioning itself within China’s evolving after-school and digital education landscape.

Average Trading Volume: 3,289,986

Technical Sentiment Signal: Sell

Current Market Cap: $6.48B

See more data about TAL stock on TipRanks’ Stock Analysis page.

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