Update shared on27 Aug 2025
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.
- Sustained strong growth is anticipated in advertising revenue, supported by user engagement trends and AI adoption in the ad business.
- Bullish analysts highlight healthier monetization, underlying user engagement, and ongoing ad momentum as positives for the long-term outlook.
- Restructuring efforts in the gaming segment are expected to drive traffic but are still offset by anticipated game revenue softness.
- Profitability exceeded expectations in Q2 due to lower sales and marketing expenses, and the margin outlook remains intact, though overall valuation is seen as largely fair with a less attractive risk/reward following recent share price rallies.
What's in the News
- Completed buyback program announced November 2024, repurchasing 6,400,000 shares (1.54%) for $116.4 million, including 5,560,833 shares repurchased in H1 2025 for $100.04 million.
Valuation Changes
Summary of Valuation Changes for Bilibili
- The Consensus Analyst Price Target has risen slightly from $26.57 to $27.54.
- The Future P/E for Bilibili has significantly fallen from 32.43x to 4.21x.
- The Net Profit Margin for Bilibili has risen from 8.32% to 8.79%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.