Rising Regulatory And Supply Chain Risks Will Curtail Margins

AnalystLowTarget

Not Invested

Community Contributor

Published

07 Aug 25

Updated

12 Dec 25

n/a

AnalystLowTarget's Fair Value

n/a

16.3%

-5.5%

16.3%

-5.5%

You can edit this narrative until Dec 13 3:08 AM. Then, changes will post as Updates.

Author's Valuation

US$14.1821.0% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 12 Dec 25

Fair value Increased 9.45%

KC: Higher Future Multiple Will Support Shares Despite Slower Expansion

Analysts have raised their price target for Kingsoft Cloud Holdings by approximately 9 percent to an implied fair value of about $14.18 per share, citing a higher long term valuation multiple despite moderating revenue growth expectations and largely unchanged profit margin forecasts. What's in the News Board meeting scheduled for November 19, 2025, to review and approve unaudited third quarter 2025 results for Kingsoft Cloud Holdings and its consolidated entities (company filing).

AnalystLowTarget Fair Value

US$14.18

21.0% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

14.79%

IT revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

11.51%

Calculation

CN¥914.25m

Earnings '28

51.16x

PE Ratio '28

CN¥46.78b

Market Cap '28

CN¥46.78b

Market Cap '28

337.90m

No. shares '28

CN¥138.43

Share Price '28

CN¥138.43 Share Price '28

Discounted to 2025 @ 11.51% p.a.

CN¥99.84

Fair Value '25

CN¥99.84 Fair Value '25

Converted to USD @ 0.1417 CNY/USD Exchange Rate

US$14.15

Fair Value '25