Update shared on 11 Dec 2025
Fair value Increased 0.48%Analysts have nudged their price target for Kuaishou Technology slightly higher, reflecting modest improvements in fair value estimates, discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E multiples.
What's in the News
- Kling AI released the Kling Video 2.6 Model in December 2025, enabling one pass simultaneous generation of visuals, voiceovers, sound effects, and ambient audio in Chinese and English for up to 10 second clips, aimed at boosting production efficiency across advertising, social media, and e commerce use cases (Key Developments).
- Kuaishou unveiled Kling O1, a unified multimodal creation tool that integrates text, video, image, and subject inputs into a single engine to solve character and scene consistency in AI video generation for film, television, social media, advertising, and e commerce (Key Developments).
- The company reported that, under its May 22, 2024 share buyback program, it has repurchased a total of 126,626,200 shares, representing 2.94% of shares outstanding, for approximately HKD 5.9 billion as of November 19, 2025 (Key Developments).
- A board meeting held on November 19, 2025 was convened to consider and approve Kuaishou Technology’s unaudited consolidated third quarter results for the three and nine months ended September 30, 2025 (Key Developments).
- Kuaishou launched the Kling AI 2.5 Turbo Video Model on September 23, delivering major upgrades in text to video and image to video performance, improved prompt adherence and style consistency, and approximately 30% lower pricing compared with the 2.1 model (Key Developments).
Valuation Changes
- Fair Value Estimate has risen slightly from 88.98 to 89.40, reflecting a modest upward revision in intrinsic value per share.
- Discount Rate has fallen marginally from 8.72% to 8.70%, indicating a slightly lower perceived risk or cost of capital in the updated model.
- Revenue Growth Forecast has edged down very slightly from 9.18% to 9.17%, suggesting a nearly unchanged top line growth outlook.
- Net Profit Margin Assumption has increased fractionally from 15.93% to 15.94%, implying a minimally more optimistic view on long term profitability.
- Future P/E Multiple has risen slightly from 15.58x to 15.60x, pointing to a modestly higher valuation multiple applied to future earnings.
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