Here Group (HERE) Resumen de Acciones
Here Group Limited diseña y vende juguetes pop en China. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
HERE Community Fair Values
Create NarrativeSee what 20 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Here Group Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$3.27 |
| Máximo en las últimas 52 semanas | US$15.64 |
| Mínimo de 52 semanas | US$2.89 |
| Beta | -0.23 |
| Cambio en 1 mes | -8.15% |
| Variación en 3 meses | -30.13% |
| Cambio de 1 año | -51.98% |
| Variación en 3 años | -66.85% |
| Variación en 5 años | n/a |
| Variación desde la OPV | -73.88% |
Noticias y actualizaciones recientes
Actualización del análisis • May 02
HERE: Buybacks And Fresh Bullish Coverage Will Support Long Term Repricing
Analysts have nudged their price target for Here Group higher to $5.52, a modest adjustment that reflects fresh bullish coverage and updated views on discount rate, revenue growth, and profit margin assumptions. Analyst Commentary While the latest price target sits at $5.52, not all research takes an upbeat stance.Seeking Alpha • Apr 18
Here Group: Why Xiao Ao Could Outperform Other IP Releases
Summary Here Group is reiterated as a 'Buy' with a price target of $6.20, reflecting upside from new IP launches like Xiao Ao. Xiao Ao, leveraging celebrity Wang Yibo's influence, is expected to materially outperform SIINONO and drive significant revenue growth into FY 2027. Wall St. targets $7.80 per share (~120% upside), but I remain less aggressive due to Wakuku concentration risk and execution uncertainties. Here Group maintains a clean balance sheet and ample cash, supporting its asset-light, IP-driven growth strategy despite inherent volatility. Read the full article on Seeking Alpha
Actualización del análisis • Apr 18
HERE: Bullish Coverage And Buybacks Will Support Future Earnings Multiple Framework
Analysts have adjusted their price target for Here Group to $7.79 from $9.78, citing updated views on fair value, revenue growth, profit margins, and future P/E following recent bullish research coverage. Analyst Commentary Bullish Takeaways Bullish analysts view the updated price target of $7.79 as aligned with their assessment of fair value, given the latest assumptions on revenue growth, profit margins, and P/E.Actualización del análisis • Apr 04
HERE: Bullish Coverage And Buybacks Will Support Long Term Repricing
Analysts have trimmed their price target for Here Group to $5.52 from $7.02, citing updated assumptions for slightly softer long term revenue growth, lower profit margins and a higher future P/E multiple, together with a new bullish initiation from CICC that has reinforced confidence in the name. Analyst Commentary Recent commentary on Here Group has a mixed tone.
Actualización del análisis • Mar 20
HERE: Bullish Coverage And Buybacks Will Support Future Upside Potential
Analysts have adjusted their price target for Here Group to about $14.00, a move they link to updated assumptions on revenue growth, profit margins, and a higher future P/E multiple following a recent bullish initiation of coverage by the Street. Analyst Commentary Recent bullish analysts describe the new approximately $14.00 price target for Here Group as a reflection of refreshed views on the company’s ability to convert its revenue base into more consistent profits and to justify a higher future P/E multiple over time.Recent updates
Actualización del análisis • May 02
HERE: Buybacks And Fresh Bullish Coverage Will Support Long Term Repricing
Analysts have nudged their price target for Here Group higher to $5.52, a modest adjustment that reflects fresh bullish coverage and updated views on discount rate, revenue growth, and profit margin assumptions. Analyst Commentary While the latest price target sits at $5.52, not all research takes an upbeat stance.Seeking Alpha • Apr 18
Here Group: Why Xiao Ao Could Outperform Other IP Releases
Summary Here Group is reiterated as a 'Buy' with a price target of $6.20, reflecting upside from new IP launches like Xiao Ao. Xiao Ao, leveraging celebrity Wang Yibo's influence, is expected to materially outperform SIINONO and drive significant revenue growth into FY 2027. Wall St. targets $7.80 per share (~120% upside), but I remain less aggressive due to Wakuku concentration risk and execution uncertainties. Here Group maintains a clean balance sheet and ample cash, supporting its asset-light, IP-driven growth strategy despite inherent volatility. Read the full article on Seeking AlphaActualización del análisis • Apr 18
HERE: Bullish Coverage And Buybacks Will Support Future Earnings Multiple Framework
Analysts have adjusted their price target for Here Group to $7.79 from $9.78, citing updated views on fair value, revenue growth, profit margins, and future P/E following recent bullish research coverage. Analyst Commentary Bullish Takeaways Bullish analysts view the updated price target of $7.79 as aligned with their assessment of fair value, given the latest assumptions on revenue growth, profit margins, and P/E.Actualización del análisis • Apr 04
HERE: Bullish Coverage And Buybacks Will Support Long Term Repricing
Analysts have trimmed their price target for Here Group to $5.52 from $7.02, citing updated assumptions for slightly softer long term revenue growth, lower profit margins and a higher future P/E multiple, together with a new bullish initiation from CICC that has reinforced confidence in the name. Analyst Commentary Recent commentary on Here Group has a mixed tone.Actualización del análisis • Mar 20
HERE: Bullish Coverage And Buybacks Will Support Future Upside Potential
Analysts have adjusted their price target for Here Group to about $14.00, a move they link to updated assumptions on revenue growth, profit margins, and a higher future P/E multiple following a recent bullish initiation of coverage by the Street. Analyst Commentary Recent bullish analysts describe the new approximately $14.00 price target for Here Group as a reflection of refreshed views on the company’s ability to convert its revenue base into more consistent profits and to justify a higher future P/E multiple over time.Actualización del análisis • Mar 06
HERE: Fresh Bullish Coverage Will Support Future Earnings Multiple Framework
Analysts have trimmed their price target on Here Group to $9.78 per share. The updated view reflects a slightly lower discount rate and future P/E assumptions, along with fresh bullish coverage from CICC that supports the longer term investment case.Actualización del análisis • Feb 19
HERE: Bullish Initiation And Buybacks Will Support Higher Future Earnings Multiple
Analysts have adjusted their price target on Here Group slightly lower to $9.78 from $9.81, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, with the recent bullish initiation from CICC providing additional context for their revised outlook. Analyst Commentary Recent research around Here Group has focused on how updated modelling for discount rates, revenue growth, profit margins and future P/E multiples feeds into the revised price target of $9.78.Actualización del análisis • Feb 05
HERE: Bullish Initiation And Buybacks Will Support Higher Future Earnings Multiple
Analysts have reduced their price target on Here Group to US$9.81 from US$10.74, reflecting updated views on slightly higher discount rates, softer revenue growth and profit margin assumptions, as well as a higher future P/E multiple following recent bullish Street research initiation. Analyst Commentary Bullish Takeaways Bullish analysts see the higher future P/E multiple as a sign that the market may be willing to ascribe a premium to Here Group if it can deliver on current execution plans.Actualización del análisis • Jan 21
HERE: 2026 Guidance And Completed Buybacks Will Support Further Upside
Analysts have slightly reduced their price target for Here Group to reflect a marginally lower discount rate, a small easing in expected revenue declines, and a modestly higher profit margin outlook. What's in the News QuantaSing Group Limited plans to change its name to Here Group Limited, effective November 10, 2025 (Key Developments).Actualización del análisis • Jan 07
HERE: 2026 Revenue Guidance And Buybacks Will Support Further Upside
Analysts have trimmed their price target for Here Group to $14.11. This reflects slightly lower discount rate and revenue growth assumptions, along with a small uplift in projected profit margin and a modestly lower future P/E multiple.Actualización del análisis • Dec 19
HERE Revenue Outlook And Margin Expansion Will Support Upside Potential
Analysts have trimmed their price target on Here Group from approximately $15.99 to $14.11 per share, citing slightly higher discount rate assumptions, which are offset by an improving revenue trajectory, stronger expected profit margins, and higher valuation multiples. What's in the News Here Group Limited issued full year fiscal 2026 revenue guidance of RMB 750.0 million to RMB 800.0 million, indicating confidence in scaling operations and international expansion (Key Developments).Actualización del análisis • Dec 05
HERE: Share Buybacks And Rebranding Will Drive Future Upside Potential
Narrative Update on Here Group Analysts have reduced their price target on Here Group by approximately $2.65 per share, reflecting more conservative assumptions for revenue growth and profit margins, along with a higher expected future price-to-earnings multiple. What's in the News QuantaSing Group Limited will change its corporate name to Here Group Limited, effective November 10, 2025, aligning branding with its evolving strategic focus (company announcement).Artículo de análisis • Nov 26
Lacklustre Performance Is Driving Here Group Limited's (NASDAQ:HERE) 29% Price Drop
To the annoyance of some shareholders, Here Group Limited ( NASDAQ:HERE ) shares are down a considerable 29% in the...Artículo de análisis • Oct 12
Little Excitement Around QuantaSing Group Limited's (NASDAQ:QSG) Earnings As Shares Take 39% Pounding
QuantaSing Group Limited ( NASDAQ:QSG ) shareholders won't be pleased to see that the share price has had a very rough...Actualización del análisis • Sep 19
Expanding Into The Silver Economy Will Open Opportunities But Carries Execution Risks
The upward revision in QuantaSing Group’s price target primarily reflects significantly improved revenue growth forecasts and a marked decline in future P/E, resulting in an increased consensus analyst price target from $12.34 to $13.39. What's in the News Completed repurchase of 1,734,219 shares (3.19%) for $3.6 million under the buyback announced on June 11, 2024.Artículo de análisis • Aug 15
QuantaSing Group Limited (NASDAQ:QSG) Not Doing Enough For Some Investors As Its Shares Slump 27%
NasdaqGM:QSG 1 Year Share Price vs Fair Value Explore QuantaSing Group's Fair Values from the Community and select...Artículo de análisis • Jul 19
These 4 Measures Indicate That QuantaSing Group (NASDAQ:QSG) Is Using Debt Safely
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Jun 11
Improved Earnings Required Before QuantaSing Group Limited (NASDAQ:QSG) Stock's 38% Jump Looks Justified
QuantaSing Group Limited ( NASDAQ:QSG ) shares have continued their recent momentum with a 38% gain in the last month...Seeking Alpha • Apr 14
QuantaSing: Dirt-Cheap Chinese EdTech Betting On The Silver Economy
Summary QuantaSing has diversified from EdTech into Consumer Goods and Business Services, focusing on the silver economy with products like Baijiu YUNTING and senior learning platforms. Despite a decline in Educational Services revenue, QuantaSing's restructuring has led to higher margins and profitability, with a significant EBIT increase and improved ROA. The market undervalues QuantaSing due to revenue drops, but its strong margins and low valuation multiples present a compelling investment opportunity. I rate QuantaSing a 'Buy' with a price target of $9 to $10, capitalizing on China's aging population and attractive stock price. Read the full article on Seeking Alpha
Nuevo análisis • Feb 08
Pivot To China's Silver Economy May Influence Future Prospects Despite Analysts' Cautious Forecasts
Strategic shift towards the silver economy aims to boost revenue by targeting China's aging population with tailored products and services.Artículo de análisis • Oct 01
Improved Revenues Required Before QuantaSing Group Limited (NASDAQ:QSG) Stock's 33% Jump Looks Justified
The QuantaSing Group Limited ( NASDAQ:QSG ) share price has done very well over the last month, posting an excellent...Artículo de análisis • Jun 13
QuantaSing Group Limited (NASDAQ:QSG) Looks Inexpensive After Falling 48% But Perhaps Not Attractive Enough
The QuantaSing Group Limited ( NASDAQ:QSG ) share price has fared very poorly over the last month, falling by a...Artículo de análisis • Mar 06
Investors Met With Slowing Returns on Capital At QuantaSing Group (NASDAQ:QSG)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Rentabilidad de los accionistas
| HERE | US Leisure | Mercado US | |
|---|---|---|---|
| 7D | -8.7% | 1.1% | 3.2% |
| 1Y | -52.0% | 44.2% | 31.0% |
Rentabilidad vs. Industria: Los resultados de HERE fueron inferiores a los de la industria US Leisure, que obtuvo un rendimiento del 44.2% el año pasado.
Rentabilidad vs. Mercado: HERE obtuvo unos resultados inferiores a los del mercado US, que fueron del 31% el año pasado.
Volatilidad de los precios
| HERE volatility | |
|---|---|
| HERE Average Weekly Movement | 11.1% |
| Leisure Industry Average Movement | 7.2% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: El precio de las acciones de HERE ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de HERE(11%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2019 | 714 | Peng Li | www.heregroup.com |
Here Group Limited diseña y vende juguetes pop en China. Ofrece juguetes pop coleccionables, como peluches y figuras bajo la marca HERE. La compañía era conocida anteriormente como QuantaSing Group Limited y cambió su nombre a Here Group Limited en noviembre de 2025.
Resumen de fundamentos de Here Group Limited
| Estadísticas fundamentales de HERE | |
|---|---|
| Capitalización bursátil | US$177.84m |
| Beneficios(TTM) | US$14.56m |
| Ingresos (TTM) | US$219.51m |
12.2x
Ratio precio-beneficio (PE)0.8x
Ratio precio-ventas (PS)¿Está HERE sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de HERE | |
|---|---|
| Ingresos | CN¥1.49b |
| Coste de los ingresos | CN¥443.77m |
| Beneficio bruto | CN¥1.05b |
| Otros gastos | CN¥950.15m |
| Beneficios | CN¥99.03m |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 1.82 |
| Margen bruto | 70.28% |
| Margen de beneficio neto | 6.63% |
| Ratio deuda/patrimonio | 0.3% |
¿Cómo se ha desempeñado HERE a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 01:05 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Here Group Limited está cubierta por 8 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | China International Capital Corporation Limited |
| Liping Zhao | China International Capital Corporation Limited |
| Chongguang Feng | Citic Securities Co., Ltd. |