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NasdaqGS:MOMO Community
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AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
China Regulations And Aging Trends Will Crush Profitability
Key Takeaways Persistent regulatory and demographic challenges in China constrain domestic growth and pressure user retention, threatening long-term profitability. Rising competition, overseas expansion inefficiencies, and shifting user trends risk further margin erosion and diminished brand relevance.
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US$7.02
FV
25.7% overvalued
intrinsic discount
-1.05%
Revenue growth p.a.
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6 days ago
author updated this narrative
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AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Urbanization And AI Will Drive Digital Adoption Despite Margin Risks
Key Takeaways Rapid international expansion and advanced AI-driven strategies are expected to accelerate revenue growth and profitability across multiple high-growth regions. Early adoption of digital payments and virtual goods, combined with deepening AI integration, is likely to boost user retention, engagement, and long-term earnings quality.
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US$12.99
FV
32.0% undervalued
intrinsic discount
4.76%
Revenue growth p.a.
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9 days ago
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AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Overseas Launch Of Soulchill, Yaha Live, And Amarr Will Strengthen Global Presence
Key Takeaways Overseas expansion and app innovations are expected to drive revenue growth and improve margins by enhancing global presence and user experience. Strategic cost optimizations and focused marketing efforts aim to boost efficiency and profitability, despite potential short-term revenue declines.
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US$9.27
FV
4.7% undervalued
intrinsic discount
1.20%
Revenue growth p.a.
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20 days ago
author updated this narrative
Your Valuation for
MOMO
MOMO
Hello Group
Your Fair Value
US$
Current Price
US$8.83
3.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-3b
17b
2015
2018
2021
2024
2025
2027
2030
Revenue CN¥11.9b
Earnings CN¥1.6b
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