Kingsoft Cloud Holdings Dirección
Dirección controles de criterios 1/4
El CEO de Kingsoft Cloud Holdings es Tao Zou, nombrado en Aug 2022, tiene una permanencia de 3.75 años. posee directamente un 0.044% de las acciones de la empresa, con un valor de $2.05M. La antigüedad media del equipo directivo y de la junta directiva es de 1.3 años y 5 años, respectivamente.
Información clave
Tao Zou
Chief Executive Officer (CEO)
n/a
Compensación total
| Porcentaje del salario del CEO | n/a |
| Permanencia del CEO | 3.8yrs |
| Participación del CEO | 0.04% |
| Permanencia media de la dirección | 1.3yrs |
| Promedio de permanencia en la Junta Directiva | 5yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización del análisis • May 06
KC: Governance Reforms And Earnings Outlook Will Support Future Upside Potential
Analysts now set a higher price target for Kingsoft Cloud Holdings, lifting their fair value estimate from about $22.87 to roughly $25.05, reflecting updated views on revenue growth, profit margins, the discount rate, and future P/E assumptions. What's in the News Kingsoft Cloud Holdings has proposed amendments to its Articles of Association to align with the Core Shareholder Protection Standards in Appendix A1 of the Hong Kong Listing Rules, including provisions for virtual general meetings and electronic voting (Key Developments).
Actualización del análisis • Apr 21
KC: Governance Updates And Future Results Will Shape Measured Upside Potential
Analysts have lifted their price target on Kingsoft Cloud Holdings from about $15.66 to roughly $17.91, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Proposed amendments to Kingsoft Cloud Holdings Limited’s articles of association aim to align with the Core Shareholder Protection Standards under Appendix A1 of the Hong Kong Listing Rules, including enabling virtual general meetings where shareholders can attend using technology and cast votes electronically (Key Developments).Actualización del análisis • Apr 07
KC: Governance Reforms And Profitability Outlook Will Support Future Upside Potential
Analysts have raised their price target on Kingsoft Cloud Holdings to $22.87 from $21.10, citing updated assumptions for revenue growth of 26.10%, a profit margin of 7.80%, a discount rate of 10.85% and a future P/E of 53.22x. What's in the News Proposed amendments to the articles of association aim to align Kingsoft Cloud Holdings with Hong Kong Core Shareholder Protection Standards, including allowing shareholders to attend general meetings virtually and vote electronically (Key Developments).Actualización del análisis • Mar 24
KC: Higher Margin Outlook And Upcoming Results Will Support Future Upside
Analysts have made a modest upward adjustment to their price target on Kingsoft Cloud Holdings to $15.66 from $15.60, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Board meeting scheduled for March 25, 2026, to review and approve the unaudited fourth quarter results for the three months ended December 31, 2025, covering Kingsoft Cloud Holdings, its subsidiaries, and consolidated affiliated entities (Key Developments).Actualización del análisis • Mar 09
KC: Higher Margin Outlook And Refined Assumptions Will Support Future Upside
Analysts have modestly revised their price target on Kingsoft Cloud Holdings to $15.60, with the update grounded in refreshed assumptions for discount rate, revenue growth, profit margin and future P/E. These changes leave their fair value estimate essentially unchanged.Seeking Alpha • Feb 23
Kingsoft Cloud: Partnerships Are Key To Outperformance
Summary Kingsoft Cloud Holdings Limited has transitioned from commodity cloud to AI-driven growth, with Q3’25 revenues up 31% y/y and AI now 45% of public cloud revenue. KC’s non-GAAP EBITDA surged 346% y/y to $116m, with margins expanding due to higher-margin AI business, though gross margins face pressure from AI infrastructure costs. Strong partnerships, especially with Xiaomi and Geely, are expected to drive future growth, with Xiaomi partnership revenue forecast to reach 10B RMB in 2026. Despite operational progress and robust cash flow, KC’s share price has lagged, reflecting investor caution toward Chinese ADRs and ongoing tariff risks. Read the full article on Seeking AlphaActualización del análisis • Feb 23
KC: Higher Margin Outlook And Lower Discount Rate Will Support Shares
Analysts have raised their price target for Kingsoft Cloud Holdings from about $14.21 to roughly $15.60, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate, and a modest adjustment to the expected future P/E multiple. Valuation Changes Fair Value: updated from $14.21 to $15.60, representing a modest upward adjustment to the modelled intrinsic value per share.
Actualización del análisis • Feb 08
KC: Lower Discount Rate And Solid Margins Will Support Future Upside
Analysts have trimmed their price target on Kingsoft Cloud Holdings to reflect a modestly lower discount rate, slightly adjusted long term revenue growth and profit margin expectations, and a reduced forward P/E assumption of 52.55x. This results in a revised fair value of US$18.14 per share.Actualización del análisis • Jan 25
KC: Higher Profitability Assumptions Will Support Future Upside Potential
Analysts have nudged their fair value estimate for Kingsoft Cloud Holdings slightly higher to US$18.14 from US$18.04, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for November 19, 2025, to review and approve the unaudited third quarter results for Kingsoft Cloud Holdings, its subsidiaries, and consolidated affiliated entities for the three months ended September 30, 2025, and to consider their publication (Key Developments).Artículo de análisis • Jan 20
Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Share Price Not Quite Adding Up
It's not a stretch to say that Kingsoft Cloud Holdings Limited's ( NASDAQ:KC ) price-to-sales (or "P/S") ratio of 2.8x...Actualización del análisis • Jan 11
KC: Upcoming Q3 Results Will Support Shares Despite Higher Discount Rate
Analysts have slightly increased their fair value estimate for Kingsoft Cloud Holdings from about US$14.18 to roughly US$14.21 per share, citing updated assumptions around revenue growth, discount rates, and future P/E expectations. What's in the News Board meeting scheduled for November 19, 2025, to review and approve unaudited third quarter results for the three months ended September 30, 2025, covering Kingsoft Cloud Holdings, its subsidiaries, and consolidated affiliated entities (Key Developments).Actualización del análisis • Dec 26
KC: Equity Offering Will Support Liquidity And Future Upside Potential
Analysts have trimmed their price target on Kingsoft Cloud Holdings to approximately $21.10 from about $24.32, reflecting slightly weaker assumptions on revenue growth, margins, and long term valuation multiples. What's in the News Completed a follow on equity offering of approximately HKD 2.80 billion, issuing 338 million ordinary shares at HKD 8.29 per share, supporting capital needs and liquidity (company filing) Equity transaction structured under Regulation S with a subsequent direct listing component, potentially broadening the shareholder base and enhancing trading flexibility (company filing) Board meeting scheduled for November 19, 2025 to review and approve unaudited third quarter 2025 results for the company, its subsidiaries, and consolidated affiliated entities (company announcement) Valuation Changes Fair Value Estimate reduced moderately from approximately $24.32 to about $21.10 per share, implying a lower intrinsic valuation.Actualización del análisis • Dec 12
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).Actualización del análisis • Nov 16
KC: Strong Revenue Outlook And Successful Capital Raise Will Drive Momentum
Analysts have maintained their price target for Kingsoft Cloud Holdings at $18.04. This decision is supported by stable fair value reviews, with only modest adjustments to financial projections influencing their overall outlook.Actualización del análisis • Nov 01
KC: Upcoming Equity Offering And Board Meeting Will Unlock Future Value
Analysts have modestly increased their price target for Kingsoft Cloud Holdings from $17.88 to $18.04. They cite minor improvements in profit margin and fair value estimates as the reasons for this adjustment.Artículo de análisis • Oct 18
Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely
The Kingsoft Cloud Holdings Limited ( NASDAQ:KC ) share price has fared very poorly over the last month, falling by a...Actualización del análisis • Oct 17
AI And Cloud Advances Will Unlock Future Value
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.Actualización del análisis • Sep 19
AI And Cloud Advances Will Unlock Future Value
Driven by a sharp decline in future P/E and an improvement in net profit margin, analysts have raised Kingsoft Cloud Holdings’ price target from $17.63 to $18.57. What's in the News Company expects second half 2025 revenue growth rate to be significantly higher than the first half.Actualización del análisis • Sep 04
AI And Cloud Advances Will Unlock Future Value
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.Artículo de análisis • Jun 01
Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Stock Retreats 27% But Revenues Haven't Escaped The Attention Of Investors
Kingsoft Cloud Holdings Limited ( NASDAQ:KC ) shareholders that were waiting for something to happen have been dealt a...Artículo de análisis • Apr 19
Kingsoft Cloud Holdings Limited (NASDAQ:KC) Just Released Its Yearly Results And Analysts Are Updating Their Estimates
One of the biggest stories of last week was how Kingsoft Cloud Holdings Limited ( NASDAQ:KC ) shares plunged 22% in the...Artículo de análisis • Apr 08
Take Care Before Jumping Onto Kingsoft Cloud Holdings Limited (NASDAQ:KC) Even Though It's 28% Cheaper
The Kingsoft Cloud Holdings Limited ( NASDAQ:KC ) share price has softened a substantial 28% over the previous 30 days...Seeking Alpha • Mar 25
Kingsoft Cloud: The Company's Shares Are Priced To Perfection
Summary Kingsoft Cloud Holdings Limited reported strong Q4 and full-year 2024 results with a 29.6% y/y sales increase and significant margin improvements, nearing profitability. The company’s AI cloud business saw over 500% growth in billing, driven by the popularity of DeepSeek, enhancing KC's market position. The partnership with Xiaomi is expected to be a key growth driver, especially within AI applications, providing a substantial sales runway. Despite the impressive performance, I recommend caution due to the 400% KC share price surge, suggesting a pullback before considering a buy. Read the full article on Seeking Alpha
Nuevo análisis • Mar 22
Proprietary AI Platform 'singular' Will Drive Future Efficiency And Customer Acquisition
Strategic partnerships and significant projects aim to increase revenue and profitability through enhanced digital transformation and cloud services.Artículo de análisis • Jan 31
Further Upside For Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares Could Introduce Price Risks After 27% Bounce
Kingsoft Cloud Holdings Limited ( NASDAQ:KC ) shares have continued their recent momentum with a 27% gain in the last...Artículo de análisis • Jan 26
Is Kingsoft Cloud Holdings Limited (NASDAQ:KC) Trading At A 41% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Kingsoft Cloud Holdings fair value estimate is US$18.19...Seeking Alpha • Jan 14
Overextended And Under Pressure: Why Kingsoft Cloud Stock May Face More Losses Ahead
Summary Kingsoft Cloud surged 300% recently but dipped 20% from December highs; short-term outlook remains uncertain despite economic stimulus measures. The company is shifting focus to high-margin AI services, showing impressive sales growth, but faces near-term volatility and long-term potential. Recent gains were driven by Beijing's economic policies, but the stock faces resistance and potential correction ahead. Despite AI-driven growth, Kingsoft's ongoing negative earnings and high costs pose risks; current stock prices are unattractive for investment. Read the full article on Seeking AlphaArtículo de análisis • Dec 30
Does Kingsoft Cloud Holdings (NASDAQ:KC) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Nov 20
The Market Lifts Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares 66% But It Can Do More
Despite an already strong run, Kingsoft Cloud Holdings Limited ( NASDAQ:KC ) shares have been powering on, with a gain...Artículo de análisis • Sep 29
Market Might Still Lack Some Conviction On Kingsoft Cloud Holdings Limited (NASDAQ:KC) Even After 27% Share Price Boost
Kingsoft Cloud Holdings Limited ( NASDAQ:KC ) shareholders would be excited to see that the share price has had a great...Seeking Alpha • Sep 12
Kingsoft Cloud: Positive AI Revenue Growth Momentum
Summary Kingsoft Cloud is anticipating a significant increase in its capital investments for 2024 vis-a-vis 2023, and the bulk of the company's capital expenditures for this year will be AI-related. KC has broadened its AI client base, and this is likely attributable to the company's independence as it has no links with the Chinese technology giants. I continue to rate Kingsoft Cloud as a Buy, as I think that the company can sustain its positive AI revenue growth momentum for the future. Read the full article on Seeking AlphaArtículo de análisis • Jul 15
Not Many Are Piling Into Kingsoft Cloud Holdings Limited (NASDAQ:KC) Just Yet
You may think that with a price-to-sales (or "P/S") ratio of 0.7x Kingsoft Cloud Holdings Limited ( NASDAQ:KC ) is a...Artículo de análisis • Apr 27
Is Kingsoft Cloud Holdings (NASDAQ:KC) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 22
Kingsoft Cloud: A Hold Is Maintained In Spite Of Results Beat
Summary Kingsoft Cloud's Q4 2023 losses were narrower than what the analysts had anticipated, which drove a +16.2% jump in its share price on the day results were released. My view is that KC's EBITDA profitability inflection point will likely happen sometime later, so it seems too early to turn positive on the stock now. I retain my Hold rating for Kingsoft Cloud, after considering its valuation metrics, its recent quarterly financial performance, and its operating profitability outlook. Read the full article on Seeking AlphaArtículo de análisis • Feb 24
Investors Don't See Light At End Of Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Tunnel
When close to half the companies operating in the IT industry in the United States have price-to-sales ratios (or...Artículo de análisis • Oct 31
Is Kingsoft Cloud Holdings (NASDAQ:KC) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • Aug 17
Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares Could Be 22% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Kingsoft Cloud Holdings fair value estimate is US$6.78...Artículo de análisis • Jul 27
Is Kingsoft Cloud Holdings (NASDAQ:KC) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...CEO
Tao Zou (50 yo)
3.8yrs
Permanencia
Mr. Tao Zou is Chairman of the Board at Kingsoft Cloud Holdings Limited since March 25, 2026. He served as Director of Cheetah Mobile Inc. until July 01, 2024. He was Vice Chairman of the Board at Kingsoft...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman of the Board & Acting CEO | 3.8yrs | sin datos | 0.044% $ 2.0m | |
| Chief Financial Officer | 1.3yrs | sin datos | sin datos | |
| Investor Relations Officer | no data | sin datos | sin datos | |
| Senior Vice President | no data | sin datos | 0.079% $ 3.6m | |
| Senior Vice President | 1.3yrs | sin datos | 0.10% $ 4.8m | |
| Joint Company Secretary | less than a year | sin datos | sin datos | |
| Assistant VP & Joint Company Secretary | no data | sin datos | sin datos |
1.3yrs
Permanencia media
47yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de KC no se considera experimentado ( 1.3 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman of the Board & Acting CEO | 9.4yrs | sin datos | 0.044% $ 2.0m | |
| Independent Director | 6yrs | sin datos | sin datos | |
| Independent Director | 6yrs | sin datos | sin datos | |
| Non-Executive Director | less than a year | sin datos | sin datos | |
| Independent Director | 4.1yrs | sin datos | sin datos | |
| Non-Executive Director | less than a year | sin datos | sin datos |
5.0yrs
Permanencia media
51.5yo
Promedio de edad
Junta con experiencia: La junta directiva de KC se considera experimentada (5 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/06 11:53 |
| Precio de las acciones al final del día | 2026/05/06 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
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
Kingsoft Cloud Holdings Limited está cubierta por 26 analistas. 13 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 |
|---|---|
| Huiqun Li | BofA Global Research |
| Xiaodan Zhang | China International Capital Corporation Limited |
| Zeyuan Yang | Citic Securities Co., Ltd. |