TAL Education Group

TAL

Market cap $7.1B

BEIJING, April 9, 2026 /PRNewswire/ -- TAL Education Group ("TAL" or the "Company") (NYSE: TAL), a smart learning solutions provider in China, today announced that it will release its unaudited financial results for the fourth quarter and fiscal year 2026 ended February 28, 2026,  before the market opens on Thursday, April 23, 2026. The Company will host a corresponding conference call and live webcast at 8:00 a.m.

I maintain a "Buy" rating for TAL Education after analyzing the outlook for its core businesses. TAL is a dominant player in China's learning tablet industry with a high-20%s market share, and it has introduced a higher-priced new product to take advantage of consumer preference shifts. Strong app engagement and a surge in deferred revenue point to a rapid expansion of TAL's tutoring division.

PetroTal Corp. (TAL:CA) Q4 2025 Earnings Call Transcript

The average of price targets set by Wall Street analysts indicates a potential upside of 44.6% in TAL Education (TAL). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

The Chinese Year of the Fire Horse represents amplified energy, speed, and bold forward motion, an apt metaphor for 2026's market potential in select names. Temporary market weakness may offer disciplined investors the chance to buy select growth names poised to gallop ahead as sentiment stabilizes.

The consensus price target hints at a 27.3% upside potential for TAL Education (TAL). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

TAL, MBIN, FSM, TSM and BPOP have been added to the Zacks Rank #1 (Strong Buy) List on February 4th, 2026.

TAL Education Group (TAL) Q3 2026 Earnings Call Transcript

BEIJING, Jan. 29, 2026 /PRNewswire/ -- TAL Education Group (NYSE: TAL) ("TAL" or the "Company"), a smart learning solutions provider in China, today announced its unaudited financial results for the third quarter of fiscal year 2026 ended November 30, 2025. Highlights for the Third Quarter of Fiscal Year 2026 - Net revenues were US$770.2 million, compared to net revenues of US$606.4 million in the same period of the prior year.

TAL Education remains a Buy based on my optimism regarding its prospects. I expect TAL to beat the Q3FY26 consensus, driven by robust platform Monthly Active User expansion, the sharp rise in deferred revenue, and good cost management. TAL benefits from supply constraints in China's after-school tutoring sector and leads in AI-enabled learning solutions, supporting the potential for market share gains.