Update shared on04 Sep 2025
Fair value Increased 0.45%Kingsoft Cloud Holdings’ future P/E ratio has sharply improved despite a slight decline in net profit margin, helping to keep the consensus price target essentially flat at $17.63.
What's in the News
- Company expects revenue growth rate for the second half of 2025 to be significantly higher than the first half.
- Board to review unaudited second quarterly and interim consolidated results for the period ended June 30, 2025.
- Completed follow-on equity offering, raising HKD 404.5 million from 69,375,000 ordinary shares at HKD 5.83 per share, via Regulation S and subsequent direct listing.
- CFO He Haijian resigned effective June 30, 2025, with search for replacement underway; no outstanding claims or disagreements reported.
Valuation Changes
Summary of Valuation Changes for Kingsoft Cloud Holdings
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $17.55 to $17.63.
- The Future P/E for Kingsoft Cloud Holdings has significantly fallen from 58.58x to 8.73x.
- The Net Profit Margin for Kingsoft Cloud Holdings has fallen from 7.00% to 6.37%.
Disclaimer
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