GOTU · NYSE · Education & Training Services

Gaotu Techedu (ADR) (GOTU)

Offers learning services, educational content, and digitalized products for lifelong learning in mainland China.

$2.32
vs last close+0.11 (+5.23%)
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Gaotu Techedu Inc.GOTU
Consumer Discretionary

Provides learning services, educational content, and digitalized learning products in mainland China. Its current approach applies AI across teaching, curriculum development, learning services, and operations.

Provides learning services, educational content, and digitalized learning products in mainland China. The current offering is framed around technology-driven lifelong learning, with AI applied across teaching, curriculum development, learning services, and operations under its stated "Scale with AI" framework.

Earlier operations centered on online live large-class tutoring, but that historic model does not fully describe the current business. Academic-subject tutoring in mainland China faces extensive regulatory scrutiny and policy constraints. The Cayman holding company was set up for financing and an offshore listing; the operating business is conducted through PRC subsidiaries and VIEs. Founder Larry Xiangdong Chen remains chairman and CEO.

Company facts

CEOLarry Xiangdong Chen
ListedJun 6, 2019
ExchangeNYSE
HeadquartersBeijing, China
CountryChina
Employees17,483
CIK0001768259
ISINUS36257Y1091

Market cap$798.0M
EPS (ttm)−$0.1371
P/E (ttm)−16.05
ROE-26.9%
P/B5.10
P/S0.8077
Dividend yieldDiv yield
Beta0.85vs XLY −0.06

Price target$2.94+33.6%Average of 10 analysts
ConsensusHold4 of 10 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

No analyst notes in the last 24 months.

Next report
Nov 25, 26
in 64 days
EPS estimate
$0.01
Revenue estimate
$284.5M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Mar '26Jun '26Aug '26Nov '26
Reported−$0.07$0.07−$0.12−$0.09−$0.05$0.02−$0.09Pending
Estimate−$0.01$0.01−$0.02$0.05−$0.08$0.00−$0.01$0.01
Surprise−577.0%+1,163.5%−581.4%−299.0%+35.2%−793.7%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Mar '26Jun '26Aug '26Nov '26
Reported$26.1M$28.5M$193.8M$220.6M$34.8M$36.1M$36.6MPending
Estimate$24.9M$27.4M$26.0M$240.8M$33.9M$234.3M$238.7M$284.5M
Surprise+4.7%+4.2%+644.4%−8.4%+2.8%−84.6%−84.7%
Estimate$0.01
ReportedDue Nov 25, 2026
Estimate$284.5M
ReportedDue Nov 25, 2026
View details

Debt to equity92.90%
Current ratio85.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$180.7M$207.6M$223.2M$207.7M$236.1M$252.0M$251.1M$249.0M
Net income−$70.5M−$20.3M$18.5M−$32.3M−$22.0M−$12.6M$5.1M−$20.3M
Net margin0.0%0.0%8.3%0.0%0.0%0.0%2.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$73.3M−$22.3M$5.2M−$36.2M−$26.6M−$17.7M$1.0M−$22.3M
YoY growthLoss widenedLoss narrowedTurned profitLoss narrowedLoss narrowedLoss narrowed−80.4%Loss narrowed

Balance sheet, Jun 30, 2026Cash & short-term investments $501.1M · Total debt $145.4M · Total assets $943.4M · Shareholders' equity $156.5M

Revenue
$249.0M
Operating income
−$22.3M
Net income
−$20.3M

Reported in CNY, converted at the latest exchange rate

View details

No dividends on record.

Institutions15.77%13.63M ADS
59 holders · as of Jun 30, 2026
Insiders54.21%46.85M ADS
5 holders · as of Jun 22, 2026
Strategic holders4.55%3.93M ADS
1 holder · as of Feb 12, 2021
Other25.47%22.02M ADS
remainder

86.43M ADS (1 ADS = 2 ordinary shares) as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

The share count is from the company's Dec 2022 annual report; nothing newer is on file here.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Xiangdong Chen1Insiderdirector, officer: CEO
51.56%7.51M ADS · 73.31M B ordinary · 800,000 A ordinaryfiled Jun 22, 2026
Vanguard Capital Management LLCInstitution
4.79%4.14M A ADSas of Jun 30, 2026
Credit Suisse AG/000000000Strategic
4.55%3.93Mfiled Feb 12, 2021
Renaissance Technologies LLCInstitution
2.39%2.06M A ADSas of Jun 30, 2026
Bin LuoInsiderofficer: SVP
2.00%1.73M ADSfiled Apr 2, 2026
  1. Xiangdong Chen reports a block also reported by Credit Suisse AG/000000000; it is counted once, under Credit Suisse AG/000000000.

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 18, 2026Xiangdong Chendirector, officer: CEO+167,051$2.50
Jun 17, 2026Xiangdong Chendirector, officer: CEO+59,148$2.42
Jun 16, 2026Xiangdong Chendirector, officer: CEO+73,801$2.28
Jun 11, 2026Xiangdong Chendirector, officer: CEO+200,000$2.24
View details

Compare

CompanyPriceChange
Gaotu Techedu (ADR)$2.32+5.23%$798.0M0.8−81.1%
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Median10.513.81.9+27.5%