Premium Content And Global Expansion Will Open New Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Nov 24

Updated

08 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-11.9%

7D

2.0%

Loading

1Y

-11.9%

7D

2.0%

You can edit this narrative until Dec 9 9:05 AM. Then, changes will post as Updates.

Author's Valuation

US$2.3411.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 08 Dec 25

Fair value Increased 0.43%

IQ: Future Returns Will Reflect Expanding Content IP And Tourism Tailwinds

Analysts have slightly raised their price target on iQIYI to reflect a modest uptick in estimated fair value, with updated models pointing to marginally higher long term profitability assumptions despite a slightly higher discount rate. What's in the News iQIYI premiered Season 2 of its travel reality show "The Blooming Journey" on October 24, expanding its seasonal IP portfolio with a female-led, theme-driven format that emphasizes collaboration and self-discovery (Key Developments).

Shared on 24 Nov 25

Fair value Decreased 4.49%

IQ: Future Performance Will Reflect Balanced Risks And Opportunities Ahead

Analysts have revised their price target for iQIYI downward from $2.44 to $2.33. They cited increased discount rates and tempered profit margin expectations, despite projected improvements in revenue growth.

Shared on 06 Sep 25

Fair value Increased 2.33%

iQIYI’s fundamentals appear to be stabilizing with industry tailwinds from a more favorable regulatory environment—such as faster, less restrictive content approvals and a stronger content pipeline—driving improving revenue outlook and prompting a modest consensus price target increase from $2.38 to $2.44. Analyst Commentary Bullish analysts point to iQIYI’s fundamentals potentially bottoming out, supported by a more favorable regulatory environment.

Shared on 22 Aug 25

Fair value Increased 26%

Analysts have raised iQIYI's price target from $1.89 to $2.27 on the back of favorable regulatory changes, strong original content performance, sequential revenue growth expectations, and signs of improving fundamentals. Analyst Commentary Bullish analysts point to new regulatory changes that create a more favorable environment for long-form video, including faster approvals and more flexible subject matter guidelines.

Shared on 01 May 25

Fair value Decreased 18%

Shared on 23 Apr 25

Fair value Decreased 7.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.21%

AnalystConsensusTarget has increased discount rate from 12.0% to 13.3%.

Shared on 02 Apr 25

Fair value Decreased 2.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 32%

AnalystConsensusTarget has decreased revenue growth from 2.9% to 2.3%, increased profit margin from 5.4% to 6.6%, decreased discount rate from 13.5% to 11.9% and increased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

US$2.34

11.6% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

2.48%

Entertainment revenue growth rate

0.43%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

13.55%

Calculation

CN¥1.16b

Earnings '28

x

20.20x

PE Ratio '28

=

CN¥23.34b

Market Cap '28

CN¥23.34b

Market Cap '28

/

966.92m

No. shares '28

=

CN¥24.14

Share Price '28

CN¥24.14 Share Price '28

Discounted to 2025 @ 13.44% p.a.

=

CN¥16.53

Fair Value '25

CN¥16.53 Fair Value '25

Converted to USD @ 0.1414 CNY/USD Exchange Rate

=

US$2.34

Fair Value '25