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AI Adoption And Gen Z Will Fuel Digital Entertainment

Published
28 Nov 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$27.54
18.5% undervalued intrinsic discount
27 Aug
US$22.45
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1Y
64.3%
7D
-11.3%

Author's Valuation

US$27.5

18.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 3.66%

Bilibili’s consensus price target increased modestly as analysts cited robust user engagement, strong advertising revenue growth, and better-than-expected profitability driven by lower expenses, though valuation is now seen as fair after recent gains, raising the target from $26.57 to $27.54. Analyst Commentary Near-term game revenue is expected to decline due to a high prior-year base and limited catalysts from major new game launches in H2 2025.

Shared on01 May 25
Fair value Decreased 1.13%

Shared on23 Apr 25
Fair value Increased 0.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 1.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.99%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on19 Mar 25
Fair value Decreased 0.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 1.86%

AnalystConsensusTarget has increased future PE multiple from 32.5x to 36.9x and decreased shares outstanding growth rate from 0.0% to 0.0%.