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DAO · NYSE · Education & Training Services

Youdao (ADR)

Sells AI-enabled learning services, smart devices, and online marketing services in China.

$16.65

After-hours close−0.10 (−0.60%)

At close$16.75(+1.89%)

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Profile

Youdao, Inc.DAOConsumer Discretionary

Sells learning services, smart devices, and online marketing services, extending Youdao Dictionary and newer AI products across its portfolio. Controlled by NetEase, the Cayman holding company operates in China through subsidiaries and consolidated VIEs.

Combines learning services, smart devices, and online marketing services. Its learning lineup carries Youdao Dictionary, Dictionary Pen products, Youdao Lingshi, and newer offerings such as Scholar AI and iMagicBox; online-marketing tools include AI Ad Placement Optimizer. Operations are in China through PRC subsidiaries and consolidated VIEs, with Youdao HK conducting overseas online-marketing and AI-driven subscription activities.

NetEase remains the controlling shareholder and a source of demand for online marketing services. The business uses a Cayman holding-company and VIE structure; its portfolio has been shaped by PRC education regulation, which led it to exit Academic AST, and by the ongoing commercialization of newer AI offerings.

Company facts

CEOFeng Zhou

ListedOct 25, 2019

ExchangeNYSE

HeadquartersHangzhou, China

CountryChina

Employees3,595

CIK0001781753

ISINUS98741T1043

Key statistics

Market cap$1.97B

EPS (ttm)$0.1981

P/E (ttm)84.07

ROE-8.2%

P/B−7.21

P/S2.20

Dividend yield—

Beta0.90vs XLY 0.24

Year to date +49.3% · Average volume (30d) 59.7K

Analysts

Price target, next 12 months$6.50−61.0%Median of 9 analysts · vs the Aug 28 close

ConsensusBuy7 of 9 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $16.65

High$6.50−61.0%

Median$6.50−61.0%

Low$6.50−61.0%

12 months agoNowIn 12 months

Latest analyst notes

No analyst notes in the last 24 months.

Earnings

EPS

Estimate$0.05

ReportedDue Nov 12, 2026

Revenue

Estimate$245.7M

ReportedDue Nov 12, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 21, 2026Q2 FY26	$0.09	$0.11	+22.2%	$231.0M	$216.2M	−6.4%	+8.78%
Aug 20, 2026Q2 FY26	$0.02	$0.11	+361.8%	$229.0M	$215.9M	−5.7%	+1.26%
May 21, 2026Q1 FY26	$0.05	$0.05	+7.3%	$201.4M	$195.4M	−3.0%	+12.31%
Feb 11, 2026Q4 FY25	$0.04	$0.07	+92.8%	$215.2M	$223.7M	+3.9%	−4.54%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$193.2M	$210.9M	$242.3M	$232.8M	$200.6M	$217.6M
Gross profit	$91.4M	$90.7M	$102.3M	$105.0M	$89.6M	$106.4M
Operating income	$15.5M	$4.3M	$4.2M	$9.9M	$8.6M	$16.6M
Net income	$11.4M	−$2.6M	$17.9K	$7.2M	$5.7M	$10.9M
Diluted EPS	$0.10	−$0.02	$0.00	$0.06	$0.05	$0.09
Gross margin	47.3%	43.0%	42.2%	45.1%	44.7%	48.9%
Operating margin	8.0%	2.0%	1.7%	4.3%	4.3%	7.6%

Fiscal years (4-quarter sums)FY21 $597.5M · FY22 $745.9M · FY23 $801.9M · FY24 $837.1M · FY25 $879.2M

Revenue by product · FY25

Learning Services$391.4M · 31%

Online Marketing Services$377.8M · 30%

Tutoring Services$310.4M · 24%

Smart Devices$110.1M · 9%

Fee Based Premium Services$81.0M · 6%

Balance sheet, Jun 30, 2026Cash & short-term investments $125.9M · Total debt $254.9M · Total assets $291.2M · Shareholders' equity −$274.6M

Dividends

No dividends on record.

Ownership

Institutions 9.63%Insiders —

Shares outstanding 118.08M · Float 107.13M · 90.7% free float

Insiders — filings are in the shares behind the receipt.

This listing is a depositary receipt and the Form 4 positions here are filed in the shares behind it, a different unit from the share count and in a ratio the filings never state, so no insider percentage is shown.

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Orbis Investment Management Limited	6.74M	21.50%	13G	May 15, 2026
Orbis Allan Gray Ltd	6.56M	5.56%	13F	Aug 14, 2026
Netease, Inc.	2.90M	2.45%	13F	Aug 13, 2026
Vanguard Capital Management LLC	840.2K	0.71%	13F	Aug 13, 2026
Acadian Asset Management LLC	227.5K	0.19%	13F	Aug 13, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Jun 30, 2026	Yongwei Li	officer: Vice President	−2,300
May 28, 2026	Jimmy Y. Lai	director	−3,997