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Stock Ratings / Real Estate / COE / earnings
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51Talk Online Education Group each representing 60 (Class A) (COE) Next Earnings Date & Expected ±12.5% Move

$11.33 +3.00% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $11.37

51Talk Online Education Group each representing 60 (Class A) (COE) carries a Roarable Rating of D (Sell) with 44/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (44/100 · D) historically underperformed SPY in 71% of rolling 90-day windows →
ROARABLE D • SELL / AVOID Cap $66.1M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on COE Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is COE stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, 51Talk Online Education Group each representing 60 (Class A) (NYSE: COE) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 44/100 at a spot price of $11.33 (+3.00% 1D, market cap $66.1M). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 11/20, FRED Macro Regime Fit 9/20, and SEC Balance-Sheet Forensics 9/20. Across 51 tracked Real Estate issuers, COE ranks #32 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does COE compare to IH and NRDY in the Real Estate sector?
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Within the Real Estate sector (Other Consumer Services), COE carries a Roarable D (44/100 RQD), trailing P/E of N/A, gross margin of 73.9%, and ROIC of -35.0%. By comparison, IH (iHuman Inc. each representing five (Class A)) holds a D+ grade (58/100 RQD, P/E 4.4x, ROIC 85.0%, cap $60.3M) and NRDY (Nerdy Inc. (Class A)) posts a E grade (30/100 RQD, P/E N/A, ROIC -35.0%, cap $75.9M). Among the 5-stock peer group, IH leads on earnings multiple (4.4x) while IH leads on capital efficiency (85.0% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for COE?
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Per COE's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001659494), 51Talk Online Education Group each representing 60 (Class A) generated $95.6M in revenue (+88.6% YoY), -$16.8M in net income, and $9.5M in free cash flow against $66.1M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Real Estate with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $11.37 (+0.35%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 10% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (44/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-6.5% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D
025507510044
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D
Cash (12)Whales (3)SEC (11)Macro (9)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-6.3% Base Target
$53 Bull$11 Base$8 Bear
📬 FREE COE RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for COE)Realized 20D OHLCV Swing Band: ±12.5%
Deterministic 5-Pillar Attribution (44/100 Composite)
🔍 WHY COE SCORES 44/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+12/20 pts (27% of score)

SEC XBRL FY 2025 (10-K): 10% FCF Margin ($9.5M FCF) & 73.9% Gross Margin

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+11/20 pts (25% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 5/9

▼ #1 Drag / Risk Factor: Whale & Options Positioning4/20 pts (-16 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-16 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
52
Grade C-$11.34-0.1% Next Q
Q2 (-2Q)
49
Grade D$11.33+1.8% Next Q
Q3 (-1Q)
47
Grade D$11.53-1.7% Next Q
Current
44
Grade D$11.33-6.5% Hist 90D α
Trajectory: C- (52) → D (44)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a COE Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While COE currently carries a cautious 44/100 (D) rating due to Whale & Options Positioning (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Real Estate with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($12.20) and Max Pain ($11.90) forces dealer call-delta covering toward $53.01.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $COE• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “COE Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 44%NO 56%Trade / Inspect Odds →
NEXT EST. WINDOW: Dec 30, 2026 (~57 DAYS)

Historical OHLCV Volatility ±12.5% Swing Band

±$1.42 Expected Swing
$9.91 (-12.5%)Spot $11.33$12.75 (+12.5%)
MODEL EARNINGS SETUP GAUGE

COE Quantitative Pre-Earnings Setup: 44/100

Trailing EPS: $4.25 • YoY Revenue Growth: 88.6%

Model Bullish Setup (44/100)Model Risk Weight (56/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

PeriodFiledRevenueNet ProfitFree Cash FlowGross Margin
FY 20252025-12-31$95.6M-$16.8M$9.5M73.9%
FY 20242024-12-31$50.7M-$7.2M$5.5M78%
FY 20232023-12-31$27.1M-$15.0M$559.0K73.9%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring COE)

  • ✓Walkthrough of COE's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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COE // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -60.22%⚡ TESTING RESISTANCE
2026-11-02O $11.57H $11.57L $11.00C $11.33VOL 8.1K
RES: $11.98SUP: $6.69SMA50: $12.20SMA200: $19.70
$35.26$28.39$21.53$14.66$7.80RES $11.98SUP $6.69$11.332026-05-042026-06-172026-08-042026-09-172026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

COE Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 COE Butterfly Map → + Track COE →
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
8.0%/yr Implied 5Y Growth

vs. +88.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on COE today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for COE. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for COE today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (COE)

Real Estate Rank #32 of 51 ⚔️ IH vs COE Full Matrix →

1. Head-to-Head Real Estate Peer Comparison (COE vs. IH, NRDY, CHGG, LFS)

Industry: Other Consumer Services (73 Tracked Issuers)

Across 51 tracked Real Estate securities in the Roarable RQD universe, 51Talk Online Education Group each representing 60 (Class A) (COE) ranks #32 by composite RQD confidence (44/100, grade D) and #30 by equity capitalization ($66.1M). Within this direct 5-issuer industry benchmark cohort, IH leads on earnings valuation at 4.4x trailing P/E, while IH leads on capital efficiency and profitability with 85.0% ROIC and 67.9% gross margin. LFS currently holds the highest overall quantitative score in the immediate peer group at 67/100 (C+) compared with COE at 44/100 (D).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
COE ACTIVE
51Talk Online Education Group each representing 60 (Class A)
D 44/100 — 73.9% -35.0% +3.00% $66.1M Benchmark Subject
IH
iHuman Inc. each representing five (Class A)
D+ 58/100 4.4x 67.9% 85.0% 0.00% $60.3M /ih-vs-coe →
NRDY
Nerdy Inc. (Class A)
E 30/100 — 58.0% -35.0% +5.89% $75.9M /nrdy-vs-coe →
CHGG
Chegg Inc.
E 25/100 — 59.6% -35.0% +1.53% $76.8M /chgg-vs-coe →
LFS
LEIFRAS Co. Ltd.
C+ 67/100 19.6x 29.5% 26.5% -0.95% $54.9M /lfs-vs-coe →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001659494

In its most recent audited fiscal period (FY2025, filed 2025-12-31), 51Talk Online Education Group each representing 60 (Class A) (COE) reported GAAP revenue of $95.6M (+88.6% vs. FY2024 revenue of $50.7M , and +252.6% cumulative change since FY2023) , GAAP net income of -$16.8M, operating cash flow of $11.8M, and free cash flow of $9.5M (+72.3% YoY). On the balance sheet, COE closed FY2025 with $66.1M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 5/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $95.6M -$16.8M $11.8M $9.5M $66.1M —
FY2024 (FY) 2024-12-31 $50.7M -$7.2M $5.8M $5.5M $43.9M —
FY2023 (FY) 2023-12-31 $27.1M -$15.0M $559.0K $559.0K — —

3. COE Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is COE stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, 51Talk Online Education Group each representing 60 (Class A) (NYSE: COE) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 44/100 at a spot price of $11.33 (+3.00% 1D, market cap $66.1M). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 11/20, FRED Macro Regime Fit 9/20, and SEC Balance-Sheet Forensics 9/20. Across 51 tracked Real Estate issuers, COE ranks #32 in composite RQD confidence.

How does COE compare to IH and NRDY in the Real Estate sector?

Within the Real Estate sector (Other Consumer Services), COE carries a Roarable D (44/100 RQD), trailing P/E of N/A, gross margin of 73.9%, and ROIC of -35.0%. By comparison, IH (iHuman Inc. each representing five (Class A)) holds a D+ grade (58/100 RQD, P/E 4.4x, ROIC 85.0%, cap $60.3M) and NRDY (Nerdy Inc. (Class A)) posts a E grade (30/100 RQD, P/E N/A, ROIC -35.0%, cap $75.9M). Among the 5-stock peer group, IH leads on earnings multiple (4.4x) while IH leads on capital efficiency (85.0% ROIC).

What are the biggest fundamental strengths and SEC risk factors for COE?

Per COE's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001659494), 51Talk Online Education Group each representing 60 (Class A) generated $95.6M in revenue (+88.6% YoY), -$16.8M in net income, and $9.5M in free cash flow against $66.1M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Real Estate with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is COE trading relative to its 50-day, 200-day, and 52-week technical levels?

COE last traded at $11.33 (+3.00% on volume of 149,361 shares), positioning the stock -7.13% below its 50-day simple moving average ($12.20) and -42.49% below its 200-day simple moving average ($19.70). Across its 52-week range of $9.93 to $50.49, COE sits at the 3.5% percentile with a 14-day RSI of 43.6 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($9.91 to $12.75).

COE Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is COE's next earnings date?

Based on SEC filing cadence, 51Talk Online Education Group each representing 60 (Class A) (COE)'s next quarterly reporting window is estimated around Dec 30, 2026.

How much is COE stock expected to move on earnings?

Volatility modeling currently projects a ±12.5% event move for COE, spanning a range between $9.91 and $12.75.

Direct Sub-Reports: COE RQD Cockpit COE 12M Forecast COE Earnings & Move COE Dividends & DRIP COE Insiders & 13F COE Whale Options COE Profit Sankey COE News & Why
ROARABLE RATING BRIEF • RQD 44/100 (D) ✓ STAGE-C NUMBER FIREWALL VERIFIED

COE — 51Talk Online Education Group each representing 60 (Class A): What the Facts Mean to a Prospective Investor

Engine: Haiku 5.5 Dossier Pipeline
As of: 2026-11-02T14:20Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD 5-pillar rating engine, 51Talk Online Education Group each representing 60 (Class A) (COE) carries a composite score of 44/100 (D — Roarable Sell — Underperform / Distribution Warning) at a current price of $11.33 (+3.00%). Fundamental cash generation scores 12/20 (ROIC -35.0%, FCF yield 14.41%), institutional 13F whale accumulation scores 3/20, insider conviction scores 9/20, macro regime alignment scores 9/20 (Beta 1.00), and forensic balance-sheet protection scores 11/20 (Altman Z-Score N/A, Piotroski F-Score 5/9).

Investor Implication: At current trailing P/E and current forward P/E within Other Consumer Services, upside depends on sustained operating margin expansion (-15.1%) and free cash flow conversion relative to the 52-week range of $9.93 – $50.49.

Butterfly Effect: Supply-Chain, Sector & Catalyst Ripples

Operating in Other Consumer Services (Real Estate), COE is sensitive to 2nd-order capital expenditure cycles, input cost spreads (gross margin 73.9%), and institutional positioning across its peer cohort. Prospective investors should monitor quarterly order backlog conversion, sector capex guidance, and Form 4 insider cluster activity (0 recent filings tracked).

Open Questions to Watch: (1) Margin trajectory vs. peer median; (2) FCF conversion sustainability over the next 4 quarters; (3) Institutional 13F rebalancing around upcoming earnings.

COE Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for 51Talk Online Education Group each representing 60 (Class A) (COE) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to COE Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

COE Bull vs. Bear Conversation Board — What's Your Call at $11.33?

🐂 33% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON COE 🐻 67% BEARISH CONVICTION
1. Pick Your Side on COE:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk 🐻 BEARISH 🎯 Target: $9.68 (-12.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is COE (D • RQD 44/100) a Buy at $11.00?

Welcome to the COE (51Talk Online Education Group each representing 60 (Class A)) Roar Pit. Current RQD Composite is 44/100 (Roarable Sell — Underperform / Distribution Warning) in Other Consumer Services. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SH ShortSeller_Dan Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $9.13 (-17.0%)
Spot @ $11.00

Pump the brakes on COE — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on COE, but look at what you are paying: current EV/EBITDA multiples with 73.9% gross margins. Unless 51Talk Online Education Group each representing 60 (Class A) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

AL AlphaFlow_Cap Verified K Arena Trader 🐂 BULLISH 🎯 Target: $13.75 (+25.0%)
Spot @ $11.00

COE cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on COE, the market is fixating on short-term headline noise in Other Consumer Services and ignoring the balance sheet and cash flow trajectory. At $11.00 (52-wk range $9.93 - $50.49), any beat on forward guidance forces shorts and underweight funds to chase.

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