招商证券国际发表研究报告，预计新东方2025财年第四季收入按年升5%至12亿美元，当中核心教育业务收入按年增长13%，符合公司早前发出的指引。该行提到，由于K12业务稳健增长，加上产能扩建计划，看好公司2026财年的收入按年增长及利润率扩张的前景。 该行表示，新东方已在4月底用尽其7亿美元股票回购额度，预计公司或于7月底公布新的股东回报计划，计划可能是透过派息或股票回购，成为短期的股价催化因素。该行维持集团“买入”评级，美股目标价63美元，H股目标价49港元。
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