Update shared on09 Oct 2025
Fair value Increased 1.17%Bilibili’s analyst price target has been adjusted slightly higher to $28.11. Analysts cite healthy user engagement and supportive ad momentum, which offset modest declines in expected gaming revenue.
Analyst Commentary
Recent updates from street research offer a balanced perspective on Bilibili’s outlook, reflecting both ongoing strengths and some areas of caution relating to near-term growth. Below are the key takeaways from recent analyst commentary:
Bullish Takeaways- Bullish analysts note that Bilibili’s user engagement and monetization trends remain healthy. Strong ad momentum is expected to continue into the second half of the year.
- Several price targets were adjusted higher, reflecting confidence in the company’s long-term margin outlook and successful cost controls, particularly in sales and marketing expenses.
- Restructuring in Bilibili’s gaming segment and the adoption of artificial intelligence within the advertising business are seen as supportive catalysts for future traffic growth and revenue diversification.
- Recent quarters have seen revenue and profit performance in line with, or ahead of, expectations. This has helped sustain a constructive view of Bilibili’s operational execution.
- Bearish analysts caution that game revenue is expected to decline in the near term due to a high comparison base. This presents a headwind for overall growth.
- The advertising outlook remains positive, but the removal of major new game launches as near-term catalysts may limit upside for the shares.
- Some see valuation as largely fair following the stock’s recent rally, with less attractive risk/reward dynamics going forward.
- Analysts are also monitoring the impact of challenging year-over-year comparisons, particularly in key segments like games and VAS. This could mute the effect of broader platform improvements.
What's in the News
- Bilibili completed the repurchase of 6,400,000 shares, representing 1.54% of shares, for $116.4 million under the buyback program announced on November 14, 2024 (Key Developments).
- Between January 1, 2025 and June 30, 2025, the company repurchased 5,560,833 shares, accounting for 1.33% of shares, for $100.04 million (Key Developments).
Valuation Changes
- Consensus Analyst Price Target (Fair Value) has risen slightly from $27.79 to $28.11.
- Discount Rate has declined modestly from 9.09% to 8.83%.
- Revenue Growth expectations have edged down marginally from 9.30% to 9.25%.
- Net Profit Margin has increased slightly from 8.79% to 8.80%.
- Future P/E ratio has moved up from 30.09x to 30.42x.
Disclaimer
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