金吾财讯 | 新东方（EDU）盘前股价走高，截至发稿，暂报53.98美元，涨幅2.74%。消息面上，东方证券发布研报指，考虑公司教育新业务、大学生考培以及高中业务维持韧性增长，出国业务增速也延续触底企稳态势，且公司采用更为审慎的网点扩张态度以提升运营效率，该机构提升公司FY2027-2028年归母净利润至6.28/7.33亿美元（原预测为4.92/5.31亿元），新增引入2029财年预测8.48亿美元，对应EPS为0.39/0.45/0.52美元，参考可比公司估值，给予公司合理估值水平为2027财年的18x倍市盈率，对应目标价为55.1港元（汇率为USD/HKD=7.84），维持公司“买入”评级。
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