金吾财讯 | 新东方(EDU)盘前涨超2%，截至发稿，报51.464美元。消息面上，新东方此前发布26财年业绩指引。公司预计第一财季(2025年6-8月)净营收同比增长2%-5%，26财年全年净营收同比增长5%-10%。
东吴证券指出，第一财季指引相对保守，主要受海外业务宏观环境挑战、高基数及收入确认节奏的影响；预计第二财季之后整体收入增速将会回升。此外，公司宣布了一项新的三年股东回报计划，承诺将不低于上一财年归母净利润的50%回馈股东。花旗分析师Alice Cai上调新东方至买入评级，并将目标价从50美元上调至75美元。
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