AI Integration And Interest-Based Feeds Will Drive Digital Media Success

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

12 Sep 24

Updated

17 Aug 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

3.8%

7D

2.8%

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1Y

3.8%

7D

2.8%

You can edit this narrative until Aug 17 6:45 AM. Then, changes will post as Updates.

Author's Valuation

US$11.9614.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 17 Aug 25

Fair value Increased 6.35%

Weibo's fair value estimate has been revised upward, primarily driven by improved consensus revenue growth forecasts and a modest decrease in the discount rate, resulting in an analyst price target increase from $11.25 to $11.90. What's in the News Board meeting scheduled for Aug 14 to review and approve unaudited financial results for Q2 and H1 2025.

Shared on 30 Apr 25

Fair value Decreased 2.97%

Shared on 23 Apr 25

Fair value Increased 0.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 8.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 8.22%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 02 Apr 25

Fair value Increased 3.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 5.27%

AnalystConsensusTarget has decreased revenue growth from 3.4% to 2.4% and increased future PE multiple from 8.4x to 9.4x.

Shared on 11 Mar 25

Fair value Decreased 5.57%

AnalystConsensusTarget has increased revenue growth from 2.5% to 3.4% and increased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

US$11.96

14.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

1.98%

Interactive Media and Services revenue growth rate

0.47%

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

11.08%

Calculation

US$416.55m

Earnings '28

x

9.57x

PE Ratio '28

=

US$3.99b

Market Cap '28

US$3.99b

Market Cap '28

/

242.06m

No. shares '28

=

US$16.47

Share Price '28

US$16.47 Share Price '28

Discounted to 2025 @ 10.36% p.a.

=

US$12.25

Fair Value '25