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Premium Content And Global Expansion Will Open New Markets

Published
24 Nov 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$2.38
5.3% overvalued intrinsic discount
27 Aug
US$2.51
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1Y
12.1%
7D
6.8%

Author's Valuation

US$2.4

5.3% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on22 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 on01 May 25
Fair value Decreased 18%

Shared on23 Apr 25
Fair value Decreased 7.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 1.21%

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

Shared on02 Apr 25
Fair value Decreased 2.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 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%.