IDP Education Ltd's stock surged 5.12% during Monday's intraday trading session, showing strong investor confidence in the education services provider.

The rally comes after Jefferies analysts noted that while Australian student visa demand has softened with offshore higher education visa grants falling 11% year-over-year to May, consensus expectations for student placements are already relatively low. This helps underpin the company's earnings-resilient profile despite the demand pressure.

Jefferies added that policy support measures launched in August 2025 are unlikely to be realized based on current trends, with no meaningful rebound expected this year. However, the brokerage emphasized that weak visa trends are already reflected in forecasts, potentially explaining the stock's positive movement despite the challenging environment.