The 21% revenue growth and tripling of operating income on flat expenses demonstrate operating leverage, but the $6M market cap means any meaningful position will move the stock. Monitor the upcoming 10-Q for cash burn rate and HybriU revenue sustainability — if HybriU continues doubling, the stock could re-rate higher.
Price Chart
Executive Summary
Ambow Education reported Q1 2026 net revenues of $2.8M (+21% YoY), gross profit margin expanded to 60.2%, and operating income tripled to $0.4M. Net income attributable to ordinary shareholders was $0.4M ($0.15 per ADS) vs $0.1M ($0.04 per ADS) a year ago. Despite strong operational metrics, the company's micro-cap status ($6M market cap) and lack of analyst coverage (no consensus estimates) limit the stock's liquidity and institutional interest.
Key Financial Metrics
Key Facts
- Net revenues $2.8M, +21% YoY from $2.3M
- Gross profit margin 60.2% vs 57.7% a year ago
- Operating income $0.4M vs $0.1M YoY (tripled)
- Net income attributable to ordinary shareholders $0.4M ($0.15 per basic/diluted ADS) vs $0.1M ($0.04 per ADS) YoY
- HybriU revenue more than doubled YoY to $0.7M from $0.3M
- Cash resources $6.9M ($4.2M cash + $2.7M restricted cash)
- Operating expenses essentially flat at $1.2M
Financial Impact
Revenue grew $0.5M YoY; net income improved $0.3M; cash position $6.9M
Risk Factors
- Micro-cap with low liquidity — large spreads and price impact on trades
- Cash burn: $6.9M cash vs $0.4M quarterly net income suggests limited runway if growth slows
- No analyst coverage or consensus estimates — price discovery is poor
- NYSE American listing with potential continued listing standards risk
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3292256 |
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% | $1.58 (+23.67%) |
Jun 18, 2026 18w ago | 8-K | $2.35 $2.25 | ▼ −4.26% | ▼ −4.79% | $1.58 (−32.77%) |
May 28, 2026 21w ago | 8-K | $2.47 $2.33 | ▼ −5.67% | ▼ −2.52% | $1.58 (−36.03%) |
May 19, 2026 23w ago | 8-K | $2.85 $2.68 | ▼ −5.96% | ▼ −6.95% | $1.58 (−44.56%) |
May 11, 2026 24w ago | 8-K | $2.29 $2.65 | ▲ +15.72% | ▲ +17.45% | $1.58 (−31.00%) |
May 11, 2026 24w ago | Press Release | $2.29 $2.65 | ▲ +15.72% | ▲ +17.45% | $1.58 (−31.00%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers