COE — 51Talk Online Education Group

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates COE Bearish with a Setup Score of 55, net conviction 31, actionability 97. How the Setup Score works →

Total Setup Score55
Directional BiasBearish
Net Conviction31
Actionability97 (in range)

Key signals behind this score

About 51Talk Online Education Group

51Talk Online Education Group, through its subsidiaries, engages in the provision of online education platform with English language education services to students in the Asia-Pacific regions and internationally. It operates online and mobile education platforms that enable students to take live interactive English and Chinese lessons, on demand, fostering the development of all aspects of English and Chinese proficiency. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$11.34
Market Cap$64.8M
Float1.8M
Shares Outstanding4.3M
P/E (Forward)3.03
Price/Sales (TTM)0.54
vs. Analyst Target-30.0% to analyst PT
Profit Margin-14.12%
Operating Margin (TTM)-6.49%
Revenue (TTM)$121M
Earnings Growth (YoY)116.00%
Dividend RateNone
Analyst Target Price$7.94 (2 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $314M $21.2M $226M $21.9M
2021 $788,000 $18.7M $658,000 -$4.0M
2022 $15.0M -$12.8M $11.9M -$12.3M
2023 $27.1M -$15.0M $20.8M -$14.8M
2024 $50.7M -$7.2M $39.5M -$6.9M
2025 $95.9M -$16.8M $70.8M -$15.2M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $26.3M -$4.8M
Dec 2025 $30.8M -$6.5M
Mar 2026 $31.3M -$2.3M
Jun 2026 $32.4M -$3.1M

Ownership & Float

Insider Ownership62.9%
Institutional Ownership16.2%
Short Float1.2%
% of All Funds Holding0.17%
Number of Funds Holding15

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$13.38Near-term / short-term trend
Weekly40-Week SMA$20.17Medium-term trend
Weekly80-Week SMA$26.63Cyclical trend (business cycle)
Weekly200-Week SMA$16.92Secular trend (multi-year)
Monthly10-Month SMA$19.88Near-term monthly trend
Monthly20-Month SMA$26.08Medium-term monthly trend
Monthly40-Month SMA$18.84Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$15.40 resistance 3.18x 0 months ago
$25.40 resistance 1.25x 3 months ago
$42.00 resistance 1.87x 9 months ago

Historical Earnings Reactions (42 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.13% 0.00% 40.48% 11.67% -7.89%
1 Day -1.41% -1.24% 35.71% 12.01% -13.74%
1 Week 0.96% 1.41% 59.52% 28.92% -41.31%
2 Weeks 5.02% 2.15% 57.14% 76.62% -40.24%
1 Month 5.05% -1.07% 46.34% 100.43% -43.28%

Next earnings: December 4, 2026 (52 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-4.7%20.0%10
Feb11.1%40.0%10
Mar7.3%60.0%10
Apr-2.0%30.0%10
May-5.4%70.0%10
Jun16.1%50.0%10
Jul-5.2%54.5%11
Aug-6.3%36.4%11
Sep10.3%63.6%11
Oct-4.0%20.0%10
Nov-9.2%30.0%10
Dec6.2%60.0%10

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.03% 48.0% 485
Tuesday 0.06% 45.2% 535
Wednesday 0.26% 47.6% 532
Thursday 0.03% 44.9% 523
Friday -0.06% 44.1% 522

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 16.2%

Insider Transactions — Smart Summary

Total insider ownership: 62.9%

Founder-led management: Jack Jiajia Huang (Founder, Chairman and Chief Executive Officer), Ting Shu (Co-Founder & Director)

12-Month Insider Activity Summary

Total Filings16
Net Value+$179M
Net Shares Change27,817,620
% of Float1580.6%
C-Suite Filings14
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Huang Jack Jiajia Chief Executive Officer +$113M 8 1 buy
Shu Ting -$247,609.2 2 N/A

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-10-08 Huang Jack Jiajia Chief Executive Officer +$32.3M Transaction at $10.98, now +3.3%
2026-10-08 Shu Ting -$42,049.2 Transaction at $10.46, now +8.4%
2026-07-20 Shu Ting -$205,560 Transaction at $17.13, now -33.8%
2026-08-13 Huang Jack Jiajia Chief Executive Officer +$11.8M Transaction at $19.93, now -43.1%
2026-08-10 Huang Jack Jiajia Chief Executive Officer +$13.8M Transaction at $18.58, now -39.0%
2026-07-30 Huang Jack Jiajia Chief Executive Officer +$10.7M Transaction at $16.76, now -32.4%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for 51Talk Online Education Group (COE) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for COE on Trend Edge →