-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将EDU的目标股价从63美元下调至60美元，2027财年（5月）市盈率为18倍，与过去三年的平均水平基本一致。此举平衡了我们对EDU稳健增长前景的预期以及中国监管风险。我们预测EDU在2026财年和2027财年的收入将增长8%/10%，主要得益于EDU非学术辅导课程（如音乐和体育课程）报名人数的增加以及其学校和学习中心的持续扩张计划。我们还预计海外考试辅导和学习咨询业务的收入增长将保持稳定。我们预计EDU在2026财年和2027财年的净利润率将分别提升至8.6%/9.0%（2025财年为7.6%），这主要得益于现有学习中心/教室利用率的提高、运营效率的提升以及East Buy利润贡献的增加。尽管新项目的启动成本较高，但EDU稳步向高收入、高增长城市扩张的策略应有助于缓解这些压力。我们的EPADS预测保持不变。
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