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Weibo Community
NasdaqGS:WB Community
3
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23
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Community Investing Ideas
Weibo
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Undervalued
Overvalued
Weibo
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
China's Regulatory Risks And Aging Demographics Will Erode Future Stability
Key Takeaways Regulatory uncertainty, demographic shifts, and privacy concerns threaten user growth, ad effectiveness, and Weibo's long-term profitability. Intensifying competition and dependence on advertising revenue jeopardize market share, user engagement, and earnings resilience.
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US$8.10
FV
24.7% overvalued
intrinsic discount
-0.42%
Revenue growth p.a.
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4 days ago
author updated this narrative
Weibo
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Rising Smartphone Adoption And Alibaba Integration Will Spark Engagement
Key Takeaways Advanced AI integration and dynamic content strategies are boosting ad performance, user engagement, and positioning Weibo for sustained revenue and margin growth. Expanding social commerce, rural market penetration, and strong financial health are enabling new high-margin streams and strategic investment opportunities.
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US$15.04
FV
32.8% undervalued
intrinsic discount
3.87%
Revenue growth p.a.
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0
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5 days ago
author updated this narrative
Weibo
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Integrating AI Will Expand User Engagement And Monetization Capabilities In The Future
Key Takeaways AI-driven improvements in user engagement and ad efficiency are expected to boost revenue growth and net margins. Focus on content ecosystem expansion and social product integration aims to increase user retention and monetization.
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US$11.25
FV
10.2% undervalued
intrinsic discount
2.50%
Revenue growth p.a.
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6 days ago
author updated this narrative
Your Valuation for
WB
WB
Weibo
Your Fair Value
US$
Current Price
US$10.10
54.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-21m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue US$2.0b
Earnings US$398.5m
Advanced
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