US Stock Movement | 51Talk's stock price closed up 12.15%, with an increase of over 170% this year
51Talk's stock price rose 12.15% in the U.S. stock market, closing at $55.560, with an increase of over 170% year-to-date, significantly outperforming the S&P 500 and the Nasdaq Composite Index. China Merchants Securities International pointed out that 51Talk is rapidly rising in the English training market, with a market share of approximately 0.5%. It is expected that total cash revenue in the second quarter of 2025 will be $28.5 million, a year-on-year increase of 79%. The company guides that total cash revenue in the third quarter of 2025 will increase by 85-90% year-on-year
According to the Zhitong Finance APP, as of the close of the U.S. stock market on Monday, 51Talk (COE.US) stock price surged by 12.15%, closing at $55.560. Since the beginning of this year, 51Talk's stock price has continuously set new highs, with a more than 170% increase year-to-date, significantly outperforming the S&P 500 index and the Nasdaq Composite Index.
CITIC Securities International recently released a research report stating that 51Talk is a rising star in the vast English training market, currently holding a market share of approximately 0.5% (according to third-party reports, the total potential market size outside of China is about $16.9 billion). Its rapid growth is driven by market expansion and AI innovation. CITIC Securities International noted that 51Talk's forward price-to-sales ratio for 2026 is 1.6 times, lower than the industry average of 2.0 times, with a price-to-sales growth (PSG) of 0.03 times (based on a 57% compound annual growth rate in revenue from 2025 to 2027), which is far below the industry average of 0.1 times. The firm believes the valuation is very attractive.
In terms of performance data, total cash revenue for the second quarter of 2025 is approximately $28.5 million, a year-on-year increase of 79%, with the number of active students growing by 68% year-on-year to reach 91,300. The group's revenue is $20.4 million, a year-on-year increase of 86%, with a gross margin of 75%. The company guided that total cash revenue for the third quarter of 2025 is expected to grow by 85-90% year-on-year, with sequential acceleration driven by ongoing market expansion and penetration, as well as brand promotion activities (such as the Riyadh promotional campaign)
