Opportunities In Advertising Will Face Competitive Risks Over The Next Quarter

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

21 Jul 25

Updated

11 Dec 25

Views

33

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

58.1%

7D

2.6%

Loading

1Y

58.1%

7D

2.6%

You can edit this narrative until Dec 12 12:10 PM. Then, changes will post as Updates.

Author's Valuation

US$72.6710.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Increased 4.08%

JOYY: Accelerating Advertising Momentum Will Drive Stronger Q4 Performance

Analysts nudged up their price target for JOYY from approximately $69.82 to about $72.67, citing stronger than expected Q3 results and a more robust, accelerating advertising business that supports higher revenue growth assumptions, despite slightly lower margin forecasts. Analyst Commentary Following the Q3 report, bullish analysts highlighted that the performance reinforced confidence in JOYY's core operations and justified higher valuation multiples, particularly for the advertising segment.

Shared on 27 Nov 25

Fair value Increased 12%

JOYY: Improved Advertising Outlook Will Drive Q4 Momentum Amid Persistent Execution Risks

Analysts have raised their price target for JOYY from $62.56 to $69.82, citing improved advertising momentum and stronger revenue growth forecasts following recent quarterly results. Analyst Commentary Following JOYY's recent quarterly results, analysts have updated their outlook and price targets, reflecting both optimism and ongoing caution regarding the company's business trajectory.

Shared on 12 Nov 25

Fair value Increased 4.81%

JOYY: Future Prospects Appear Balanced With Attention On Live Streaming Recovery

Analysts have raised JOYY's price target from $59.69 to $62.56, citing improved growth prospects and the company's undervalued stock, driven by potential catalysts in its live streaming and advertising businesses. Analyst Commentary Bullish Takeaways Bullish analysts highlight that JOYY's live streaming business appears to have reached a trough.

Shared on 29 Oct 25

Narrative Update on JOYY: Analyst Price Target Adjustment Analysts have maintained JOYY's fair value estimate at $59.69 per share. They cite renewed optimism in the company's live streaming and advertising growth prospects as reasons for their unchanged outlook.

Shared on 14 Oct 25

Fair value Increased 4.95%

Analysts have raised JOYY's price target from $56.88 to $59.69, citing an improved outlook as the company's live streaming business stabilizes and advertising emerges as a potential growth driver. Analyst Commentary Bullish Takeaways Bullish analysts highlight that JOYY's live streaming business appears to have stabilized, reducing downside risk to earnings and providing a firmer foundation for future growth.

Shared on 29 Aug 25

Fair value Increased 6.64%

The consensus price target for JOYY has increased to $55.12, primarily driven by improved revenue growth forecasts and a higher expected future P/E multiple. What's in the News Repurchased 830,000 shares (1.6% of shares) for $36.5 million, completing previously announced buyback.

AnalystConsensusTarget Fair Value

US$72.67

10.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

8.06%

Interactive Media and Services revenue growth rate

0.48%

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

7.80%

Calculation

US$293.71m

Earnings '28

x

14.88x

PE Ratio '28

=

US$4.37b

Market Cap '28

US$4.37b

Market Cap '28

/

48.81m

No. shares '28

=

US$89.51

Share Price '28

US$89.51 Share Price '28

Discounted to 2025 @ 7.80% p.a.

=

US$71.46

Fair Value '25