DAO
Youdao, Inc.
$11.76
+0.86%
$1.4B
No data for this timeframe.
Vol
Market Cap$1.4B
Cap SizeSmall Cap
Inst. Holders4 funds
Inst. Value$11.4M
Inst. Activity0 buys / 2 sells
Insider Activity0B / 1S
SEC Reports3
Recent Activity
Jun 1, 2026
Insider
Li Yongwei sold 3,420 shares
Vice President @ $0.00 ($0.00)
May 29, 2026
Insider
Jin Lei sold 82,120 shares
president @ $0.00 ($0.00)
May 29, 2026
Insider
Shum Heung Yeung sold 11,450 shares
Director @ $0.00 ($0.00)
May 21, 2026
SEC
Youdao reported Q1 2026 revenue of RMB1.3 billion (+3.8% YoY), but operating income fell 44.7% to RMB57.5 million and GA
6-K — Impact 6/10
May 21, 2026
earnings_calendar
DAO Q1 2026 Earnings Before Market Open — 2026-05-21
Apr 15, 2026
SEC
Youdao filed its 2025 annual report on Form 20-F with the SEC, disclosing mixed financial results: revenue grew 5% year-
6-K — Impact 6/10
Apr 15, 2026
SEC
Youdao's 2025 annual results show mixed performance: total revenue grew 5% year-over-year, driven by a 28.5% surge in on
20-F — Impact 6/10
Inst.
UBS Group AG — TRIM
7,143 shares ($71.0K)
Price Targets
Historical data — last covering-analyst action Feb 2023. No current recommendation available.
$12.47 (Feb 2023)
Current $11.84
Low $4.16
Median $13.98
High $14.95
7 analysts
$4.16
$14.95
Analyst Ratings
4Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Feb 24, 2023 | Jefferies | UPGRADE | Hold → Buy |
| Nov 18, 2022 | Citigroup | MAINTAIN | Buy |
| Jul 29, 2022 | Citigroup | MAINTAIN | Buy |
| Mar 7, 2022 | Morgan Stanley | UPGRADE | Equal-Weight → Overweight |
| Aug 30, 2021 | Morgan Stanley | DOWNGRADE | Overweight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.16 ▼ -37.4% | $0.16 — $0.16 | 208% YoY | 1 |
| Next Q | $0.12 ▼ -11.9% | $0.12 — $0.12 | 1 | |
| Current FY | $1.85 | $1.68 — $2.11 | 37% YoY | 3 |
| Next FY | $2.71 ▲ +0.9% | $2.26 — $3.57 | 47% YoY | 4 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $10.5M | — |
| RENAISSANCE TECHNOLOGIES LLC | $625.0K | — |
| MORGAN STANLEY | $237.3K | TRIM |
| BANK OF AMERICA CORP | $64.0K | NEAR_EXIT |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Li Yongwei | A | $0.00 |
| May 29, 2026 | Jin Lei | A | $0.00 |
| May 29, 2026 | Shum Heung | A | $0.00 |
| May 29, 2026 | Peng Su | A | $0.00 |
| May 29, 2026 | Wu Yinghui | A | $0.00 |
4 institutional holders with $11.4M total value (1,132,472 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, MORGAN.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1,040,574 | $10.5M | 91.9% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 62,000 | $625.0K | 5.5% | — |
| 3 | MORGAN STANLEY | 23,546 | $237.3K | 2.1% | TRIM -41.1% |
| 4 | BANK OF AMERICA CORP /DE/ | 6,352 | $64.0K | 0.6% | NEAR_EXIT -91.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| UBS Group AG | TRIM | 10,946 | 7,143 | -34.7% | $71.0K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 70,706 | 5,828 | -91.8% | $57.9K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 111,491 | 70,706 | -36.6% | $608.1K | 2025-Q2 |
| UBS Group AG | DOUBLED | 4,261 | 10,946 | +156.9% | $94.1K | 2025-Q2 |
| CITADEL ADVISORS LLC | NEW | — | 41,028 | — | $313.0K | 2025-Q1 |
| NORGES BANK | EXIT | 96,600 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | TRIM | 35,111 | 20,692 | -41.1% | $153.1K | 2024-Q4 |
| UBS Group AG | DOUBLED | 994 | 3,791 | +281.4% | $28.1K | 2024-Q4 |
| CITADEL ADVISORS LLC | EXIT | 40,493 | 0 | -100.0% | $0.00 | 2024-Q4 |
6 unique insiders with 1 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Li Yongwei | Vice President | A | 3,420 | $0.00 | $0.00 |
| May 29, 2026 | Jin Lei | president | A | 82,120 | $0.00 | $0.00 |
| May 29, 2026 | Shum Heung Yeung | Director | A | 11,450 | $0.00 | $0.00 |
| May 29, 2026 | Peng Su | Senior Vice President | A | 10,000 | $0.00 | $0.00 |
| May 29, 2026 | Wu Yinghui | Senior Vice President | A | 10,000 | $0.00 | $0.00 |
| May 29, 2026 | Lai Jimmy Y. | Director | A | 11,450 | $0.00 | $0.00 |
| May 28, 2026 | Lai Jimmy Y. | Director | M | 3,997 | $0.00 | $0.00 |
| May 28, 2026 | Lai Jimmy Y. | Director | SELL | 3,997 | $0.00 | $0.00 |
| May 28, 2026 | Lai Jimmy Y. | Director | M | 3,997 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 2 mixed, 0 neutral. Avg impact: 6.0/10.
BEARISH
6-K
6/10
Youdao reported Q1 2026 revenue of RMB1.3 billion (+3.8% YoY), but operating income fell 44.7% to RM
May 21, 2026
MIXED
6-K
6/10
Youdao filed its 2025 annual report on Form 20-F with the SEC, disclosing mixed financial results: r
Apr 15, 2026
MIXED
20-F
6/10
Youdao's 2025 annual results show mixed performance: total revenue grew 5% year-over-year, driven by
Apr 15, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Feb 2023): 82% buy across 11 analysts — 4 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Feb 2023. No current recommendation available.
$12.47 mean target (Feb 2023)
$4.16 Low
$14.95 High
| Metric | Value |
|---|---|
| Current Price | $11.84 |
| Target Low | $4.16 |
| Target Mean | $12.47 |
| Target Median | $13.98 |
| Target High | $14.95 |
| # Analysts | 7 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.16 | $0.16 | $0.16 | 207.9% | -37.4% | 0↑ 1↓ | $1.6B | 10.8% | 1 |
| Next Q 2026-09-30 |
$0.12 | $0.12 | $0.12 | — | -11.9% | 0↑ 1↓ | $1.9B | 14.0% | 1 |
| Current FY 2026-12-31 |
$1.85 | $1.68 | $2.11 | 36.7% | +0.4% | 2↑ 1↓ | $6.6B | 11.5% | 3 |
| Next FY 2027-12-31 |
$2.71 | $2.26 | $3.57 | 46.8% | +0.9% | 2↑ 1↓ | $7.5B | 13.7% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.162 | |
| 7d ago | $0.259 | -0.097 |
| 30d ago | $0.259 | -0.097 |
| 60d ago | $0.259 | -0.097 |
| 90d ago | $0.259 | -0.097 |
8 analyst firms have rated this stock: 3 upgrades, 5 downgrades, 3 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Feb 24, 2023 | Jefferies | UPGRADE | Hold | Buy |
| Nov 18, 2022 | Citigroup | MAINTAIN | — | Buy |
| Jul 29, 2022 | Citigroup | MAINTAIN | — | Buy |
| Mar 7, 2022 | Morgan Stanley | UPGRADE | Equal-Weight | Overweight |
| Aug 30, 2021 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Jul 27, 2021 | Citigroup | DOWNGRADE | Buy | Neutral |
| Jul 27, 2021 | Daiwa Capital | DOWNGRADE | Buy | Underperform |
| Jul 26, 2021 | Jefferies | DOWNGRADE | Buy | Hold |
| May 20, 2021 | Morgan Stanley | UPGRADE | Equal-Weight | Overweight |
| Jan 5, 2021 | Macquarie | INITIATE | — | Outperform |
| Sep 2, 2020 | Credit Suisse | DOWNGRADE | Outperform | Neutral |
| May 21, 2020 | Nomura | MAINTAIN | — | Buy |
| Mar 12, 2020 | HSBC | INITIATE | — | Buy |
| Dec 13, 2019 | Credit Suisse | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| May 1, 2026 | 5 | 5 | 2 | 0 | 0 | 83% | |
| Apr 1, 2026 | 5 | 5 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 5 | 5 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 4 | 5 | 3 | 0 | 0 | 75% | |
| Jan 1, 2026 | 4 | 5 | 3 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 21, 2026
earnings_calendar
DAO Q1 2026 Earnings Before Market Open — 2026-05-21
May 13, 2026
earnings_calendar
DAO Q1 2026 Earnings Before Market Open — 2026-05-13