Strong operational leverage and accelerating HybriU adoption support bullish thesis, but lack of forward guidance and tiny market cap ($6M) limit conviction. Watch for follow-on catalysts such as new customer wins or guidance on the upcoming 10-Q.
Price Chart
Executive Summary
Ambow Education reported Q1 2026 revenue of $2.8M (+21% YoY) and net income of $0.4M ($0.15/ADS), a significant improvement from $0.1M ($0.04/ADS) in Q1 2025. Operating income tripled on stable expenses, driven by HybriU revenue doubling and gross margin expanding to 60.2%.
Key Financial Metrics
Key Facts
- Revenue increased 21.0% YoY to $2.8 million
- Net income attributable to shareholders rose to $0.4 million from $0.1 million
- EPS (per ADS) improved to $0.15 from $0.04
- Gross profit margin expanded to 60.2% from 57.7%
- HybriU revenue more than doubled to $0.7 million
- Operating income tripled to $0.4 million on flat operating expenses
- Cash resources of $6.9 million as of March 31, 2026
Financial Impact
Revenue +21% YoY, net income +289% YoY
Risk Factors
- Micro-cap stock with limited liquidity and high volatility
- No forward guidance provided
- Dependence on HybriU platform scaling in a competitive market
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-054462 |
| Document: ea0289155-8k_ambow.htm | 0001213900-26-054462 |
| Document: 0001213900-26-054462-index-headers.html | 0001213900-26-054462 |
| Document: 0001213900-26-054462-index.html | 0001213900-26-054462 |
| Document: 0001213900-26-054462.txt | 0001213900-26-054462 |
| 8-K Data (Synthetic) | 0001213900-26-054462 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 14, 2026 10w ago | Press Release | $2.07 $2.07 | · 0.00% | ▼ −1.98% | $1.61 (+22.22%) |
Jun 18, 2026 18w ago | 8-K | $2.35 $2.25 | ▼ −4.26% | ▼ −4.79% | $1.61 (−31.49%) |
May 28, 2026 21w ago | 8-K | $2.47 $2.33 | ▼ −5.67% | ▼ −2.52% | $1.61 (−34.82%) |
May 19, 2026 23w ago | 8-K | $2.85 $2.68 | ▼ −5.96% | ▼ −6.95% | $1.61 (−43.51%) |
May 11, 2026 24w ago | 8-K | $2.29 $2.65 | ▲ +15.72% | ▲ +17.45% | $1.61 (−29.69%) |
May 11, 2026 24w ago | Press Release | $2.29 $2.65 | ▲ +15.72% | ▲ +17.45% | $1.61 (−29.69%) |
US Market Status
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