Narrative Update on Kingsoft Cloud Holdings: Analyst Price Target Change
Analysts have lowered their fair value estimate for Kingsoft Cloud Holdings from $18.57 to $17.88 per share due to updated assumptions regarding the company’s future profitability and discount rate.
What's in the News
- Completed a follow-on equity offering of HKD 2.8 billion through direct listing. The company offered 338,000,000 ordinary shares at HKD 8.29 each (Key Developments)
- Filed for a follow-on equity offering of HKD 2.8 billion, with plans to offer 338,000,000 ordinary shares at HKD 8.29 each (Key Developments)
- Provided new revenue guidance and expects significantly higher growth for the second half of 2025 compared to the first half (Key Developments)
- An upcoming board meeting is scheduled for August 20, 2025, to review unaudited financial results for the second quarter and first half of 2025 (Key Developments)
Valuation Changes
- The Fair Value Estimate has decreased from $18.57 to $17.88 per share.
- The Discount Rate has risen slightly from 10.79% to 11.03%.
- The Revenue Growth projection remains virtually unchanged at approximately 18.81%.
- The Net Profit Margin estimate has fallen moderately from 7.00% to 6.29%.
- The Future P/E Ratio has increased significantly from 8.34x to 64.11x.
Disclaimer
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