Update shared on 24 Nov 2025
Fair value Decreased 4.49%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.
What's in the News
- Season 2 of iQIYI's travel-themed reality show, "The Blooming Journey," premiered October 24. The new season features renowned female celebrities and new destinations across China. Audience anticipation was high, with over a thousand trending social media topics before the release (Key Developments).
- The show's influence contributed to a 42.93% year-on-year increase in visitors to Lugu Lake during the 2025 National Day Holiday, as more travelers were inspired by its cultural highlights (Key Developments).
- iQIYI announced a new partnership with KADOKAWA Corporation for the global distribution of "The Fated Magical Princess." This marks KADOKAWA's first simultaneous release of a premium Chinese animation made by a streaming platform (Key Developments).
- KADOKAWA will also distribute iQIYI's original animation, "The Forbidden City: Cat Imperial Study," to markets in Japan, the Americas, and Europe. This collaboration will showcase Chinese heritage to global audiences (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has decreased slightly, moving from $2.44 to $2.33.
- The discount rate has risen modestly from 12.62% to 13.32%, reflecting increased perceived risk or higher return expectations.
- The revenue growth projection has improved, increasing from 1.78% to 2.20%.
- The net profit margin expectation has declined, dropping from 4.29% to 3.99%.
- The future P/E has surged significantly, rising from 2.69x to 20.15x.
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