Market Cap
$1.8B
DAO
Youdao, Inc.
$15.45 ▲ +1.96%
Prev close $15.15Market cap$1.8B
ConsensusStrong Buy
12-mo target$17.60 (+13.9%)
▲ Bullish
Analyst conviction 8/10
Services
Snapshot
The big-picture read on DAO right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (82%)
Inst. Holders
22 funds
Inst. Value
$100.5M
Inst. Activity
1 buys / 2 sells
Insider Activity
$0.00 buy / $0.00 sell
SEC Reports
6
Price chart 30d +3.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 9, 2026 Insider
Peng Su sold 6,750 shares
Senior Vice President
Sep 9, 2026 Insider
Jin Lei sold 70,047 shares
president
Sep 9, 2026 Insider
Aug 31, 2026 SEC Wu Yinghui sold 6,750 shares
Senior Vice President
Analysis based on filing metadata only — document content was unavailable. A Form 144 notice was filed for Youdao, Inc.
144 — Impact 1/10
Youdao reported Q2 2026 unaudited results showing a 3.5% YoY revenue increase to RMB1.5 billion ($216.2M), driven by a 2
6-K — Impact 6/10
Youdao reported Q2 2026 revenue of RMB1.47B ($216.2M), up 3.5% YoY, and GAAP EPS of $0.09 per ADS, a strong swing from a
PRESS-RELEASE — Impact 6/10
Aug 20, 2026 earnings
Youdao Reports Second Quarter 2026 Unaudited Financial Results
HANGZHOU, China, Aug. 20, 2026 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO),
Jun 30, 2026 Inst.
MORGAN STANLEY — TRIM
6,883 shares ($84.7K)
Analyst ratings buy % +9.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
82% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Aug 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Jul 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| 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% |
Price targets
Where 7 covering analysts think DAO trades over the next 12 months.
$17.60 +13.9% upside Buy
Current$15.45 Low$4.20 Median$20.06 High$24.23 7 analysts
$4.20$24.23
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 1 bullish, 1 bearish, 3 mixed, 1 neutral · avg impact 5.2/10.
NEUTRAL1441/10
Analysis based on filing metadata only — document content was unavailable. A Form 144 notice was fil
Aug 31, 2026
BULLISH6-K6/10
Youdao reported Q2 2026 unaudited results showing a 3.5% YoY revenue increase to RMB1.5 billion ($21
Aug 20, 2026
MIXEDPRESS-RELEASE6/10
Youdao reported Q2 2026 revenue of RMB1.47B ($216.2M), up 3.5% YoY, and GAAP EPS of $0.09 per ADS, a
Aug 20, 2026
BEARISH6-K6/10
Youdao reported Q1 2026 revenue of RMB1.3 billion (+3.8% YoY), but operating income fell 44.7% to RM
May 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 20, 2026
earnings
Youdao Reports Second Quarter 2026 Unaudited Financial Results
HANGZHOU, China, Aug. 20, 2026 /PRNewswire/ -- Youdao, Inc. ("Youdao" or the "Company") (NYSE: DAO), an AI solutions provider specializing in learning
Aug 20, 2026
earnings_calendar
DAO Q2 2026 Earnings Before Market Open — 2026-08-20
Aug 12, 2026
earnings_calendar
DAO Q2 2026 Earnings Before Market Open — 2026-08-12
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
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.22 | $0.22–$0.22 | — | — | — | $1.7B | 1 |
| Next Q | $0.52 | $0.52–$0.52 | — | — | — | $1.8B | 1 |
| Current FY | $1.88 | $1.68–$2.11 | 39.1% | +1.7% | 1↑ 0↓ | $6.4B | 3 |
| Next FY | $2.92 | $2.55–$3.57 | 55.6% | +2.1% | 2↑ 0↓ | $7.3B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.219 | — |
| 7d ago | $0.000 | +0.219 |
| 30d ago | $0.000 | +0.219 |
| 60d ago | $0.000 | +0.219 |
| 90d ago | $0.000 | +0.219 |
Institutional ownership
Which big funds own DAO (from quarterly 13F filings) and who is adding or trimming.
22 institutional holders with $100.5M total value (8,172,055 shares) as of 2026-Q2. Top holders: Orbis, VANGUARD, VANGUARD. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Orbis Allan Gray Ltd | 6,563,497 | $80.7M | 80.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 840,158 | $10.3M | 10.3% | — |
| VANGUARD FIDUCIARY TRUST CO | 211,666 | $2.6M | 2.6% | — |
| Connor, Clark & Lunn Investment Management Ltd. | 211,199 | $2.6M | 2.6% | ADD +47.5% |
| UBS Group AG | 65,644 | $807.4K | 0.8% | DOUBLED +269.3% |
| CITADEL ADVISORS LLC | 59,247 | $728.7K | 0.7% | — |
| RENAISSANCE TECHNOLOGIES LLC | 58,600 | $720.8K | 0.7% | — |
| Qube Research & Technologies Ltd | 46,477 | $571.7K | 0.6% | TRIM -40.9% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 36,047 | $443.4K | 0.4% | — |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 28,104 | $345.7K | 0.3% | ADD +35.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 22,174 | 6,883 | -69.0% | $84.7K |
| GROUP ONE TRADING LLC | TRIM | 3,162 | 986 | -68.8% | $12.1K |
| OSAIC HOLDINGS, INC. | DOUBLED | 19 | 43 | +126.3% | $529.00 |
| UBS Group AG | DOUBLED | 14,877 | 54,934 | +269.3% | $540.0K |
| GROUP ONE TRADING LLC | DOUBLED | 123 | 3,162 | +2470.7% | $31.1K |
| OSAIC HOLDINGS, INC. | DOUBLED | 1 | 19 | +1800.0% | $187.00 |
| Qube Research & Technologies Ltd | TRIM | 97,829 | 57,838 | -40.9% | $583.0K |
| UBS Group AG | DOUBLED | 7,143 | 14,877 | +108.3% | $150.0K |
| GROUP ONE TRADING LLC | NEAR_EXIT | 1,947 | 123 | -93.7% | $1.2K |
| PNC FINANCIAL SERVICES GROUP, INC. | NEAR_EXIT | 41 | 2 | -95.1% | $20.00 |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 23 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Peng Su | Senior Vice President | SELL | 6,750 | — | — |
| Sep 9, 2026 | Jin Lei | president | SELL | 70,047 | — | — |
| Sep 9, 2026 | Wu Yinghui | Senior Vice President | SELL | 6,750 | — | — |
| Sep 1, 2026 | Shum Heung Yeung | Director | EXERCISE | 4,012 | — | — |
| Sep 1, 2026 | Shum Heung Yeung | Director | SELL | 4,012 | — | — |
| Aug 31, 2026 | Shum Heung Yeung | Director | EXERCISE | 4,000 | — | — |
| Aug 31, 2026 | Shum Heung Yeung | Director | SELL | 4,000 | — | — |
| Aug 31, 2026 | Shum Heung Yeung | Director | EXERCISE | 3,997 | — | — |
| Aug 31, 2026 | Shum Heung Yeung | Director | SELL | 3,997 | — | — |
| Aug 31, 2026 | Shum Heung Yeung | Director | EXERCISE | 9,189 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DAO.
Shares short
775,768
Settlement Sep 15, 2026
Change vs prior
-0.6%
Semi-monthly cycle
Days to cover
8.0
At avg daily volume
Of shares outstanding
≈0.6%
Estimate — not % of float
All DAO filing & press-release reports (6)
- 144 reportAug 31, 2026
- 6-K reportAug 20, 2026
- PRESS-RELEASE reportAug 20, 2026
- 6-K reportMay 21, 2026
- 6-K reportApr 15, 2026
- 20-F reportApr 15, 2026