Kingsoft Corporation Limited

SEHK:3888 Rapport sur les actions

Capitalisation boursière : HK$38.1b

Kingsoft Croissance future

Future contrôle des critères 1/6

Les bénéfices de Kingsoft devraient diminuer de 11.1% par an tandis que son chiffre d'affaires annuel devrait croître de 11.6% par an. Le BPA devrait croître de diminuer de 11% par an. Le rendement des capitaux propres devrait être 6% dans 3 ans.

Informations clés

-11.1%

Taux de croissance des bénéfices

-11.03%

Taux de croissance du BPA

Entertainment croissance des bénéfices8.7%
Taux de croissance des recettes11.6%
Rendement futur des capitaux propres5.99%
Couverture par les analystes

Good

Dernière mise à jour03 Aug 2026

Mises à jour récentes de la croissance future

Article d’analyse May 29

Analysts Are Updating Their Kingsoft Corporation Limited (HKG:3888) Estimates After Its First-Quarter Results

Kingsoft Corporation Limited ( HKG:3888 ) came out with its first-quarter results last week, and we wanted to see how...
Article d’analyse Mar 27

Kingsoft Corporation Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Kingsoft Corporation Limited ( HKG:3888 ) last week reported its latest full-year results, which makes it a good time...

Recent updates

Mise à jour du récit Jul 29

3888: Governance Updates And Dividend Commitment Will Support Future Earnings Quality

Analysts have trimmed their HK$ price target for Kingsoft, reflecting a slightly lower fair value estimate of HK$31.77 and a reduced future P/E assumption, following concerns that the stock's valuation has become stretched at current levels. What's in the News for Kingsoft Kingsoft declared a final dividend of HK$0.13 per share for the year ended 31 December 2025 at its annual general meeting held on 28 May 2026.
Mise à jour du récit Jul 14

3888: Fair Outlook Balances New Leadership With Reduced Profitability Assumptions

The analyst price target for Kingsoft has been reduced to HK$23.98 from HK$33.04, with analysts citing updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of the change. What's in the News Kingsoft declared a final dividend of HK$0.13 per share for the year ended 31 December 2025 at its annual general meeting held on 28 May 2026.
Mise à jour du récit Jun 30

3888: New CFO Appointment And Dividend Policy Will Support Future Upside

Analysts have trimmed their Kingsoft fair value estimate from HK$51.37 to HK$47.06, reflecting updated assumptions for slightly lower revenue growth, reduced profit margins and a modestly lower future P/E multiple, partly offset by a small change in the discount rate. What's in the News for Kingsoft Kingsoft declared a final dividend of HK$0.13 per share for the year ended 31 December 2025 at its annual general meeting held on 28 May 2026.
Mise à jour du récit Jun 16

3888: Governance Refresh And Dividend Policy Will Support Future Margin Expansion

Analysts have modestly reduced their Kingsoft price target to HK$33.35. The adjustment reflects updated assumptions that now incorporate a lower future P/E multiple, along with revised expectations for revenue growth and profit margins.
Mise à jour du récit Jun 02

3888: AI Office Expansion And Governance Reforms Will Support Higher Margins

Analysts have trimmed their fair value estimate for Kingsoft from HK$35.78 to HK$34.10. This reflects updates to assumptions on discount rate, revenue growth, profit margins and future P/E multiples.
Article d’analyse May 29

Analysts Are Updating Their Kingsoft Corporation Limited (HKG:3888) Estimates After Its First-Quarter Results

Kingsoft Corporation Limited ( HKG:3888 ) came out with its first-quarter results last week, and we wanted to see how...
Mise à jour du récit May 15

3888: Future Governance Reforms And Dividend Discipline Will Support Higher Margins

Analysts have nudged their Kingsoft price target to HK$35.78. This reflects slightly lower discount rate assumptions and a marginally higher future P/E multiple, while revenue growth and profit margin expectations remain broadly unchanged.
Mise à jour du récit Apr 25

3888: Future Dividend Policy And Governance Reforms Will Support Higher Margins

Analysts have trimmed their HK$ price target for Kingsoft to reflect slightly lower fair value and revenue growth assumptions, as well as a modestly reduced future P/E, while also factoring in a small uplift in profit margin expectations and a marginally lower discount rate. What's in the News Board recommends a final dividend of HK$0.13 per share for the year ended 31 December 2025, subject to shareholder approval at the upcoming AGM, with payment expected on 18 June 2026 (Key Developments).
Mise à jour du récit Apr 11

3888: Future Dividend Policy And Governance Reforms Will Support Earnings

Kingsoft's analyst price target has been revised lower to HK$36.48 from HK$40.66 as analysts factor in updated assumptions for revenue growth, profit margins and a higher future P/E multiple. What's in the News A board meeting is scheduled for 25 March 2026 to consider and approve final results for the year ended 31 December 2025 and to discuss a proposed final dividend.
Article d’analyse Apr 08

News Flash: 10 Analysts Think Kingsoft Corporation Limited (HKG:3888) Earnings Are Under Threat

Today is shaping up negative for Kingsoft Corporation Limited ( HKG:3888 ) shareholders, with the analysts delivering a...
Article d’analyse Apr 01

Concerns Surrounding Kingsoft's (HKG:3888) Performance

Kingsoft Corporation Limited's ( HKG:3888 ) robust recent earnings didn't do much to move the stock. We believe that...
Mise à jour du récit Mar 28

3888: Renewed Xiaomi Agreements And Lease Will Support Future Earnings

Analysts have slightly reduced their fair value estimate for Kingsoft, from HK$41.03 to HK$40.66, as updated assumptions for revenue growth, profit margin and a lower future P/E are reflected in their models. What's in the News The board has scheduled a meeting on 25 March 2026 to consider and approve the final results for the year ended 31 December 2025 and to consider a final dividend for shareholders.
Article d’analyse Mar 27

Kingsoft Corporation Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Kingsoft Corporation Limited ( HKG:3888 ) last week reported its latest full-year results, which makes it a good time...
Mise à jour du récit Mar 11

3888: Renewed Xiaomi Framework And Long Lease Will Support Future Earnings

Analysts have modestly lifted their Kingsoft fair value estimate to HK$41.03 from HK$40.23, reflecting updated assumptions on the discount rate and future P/E, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News Board meeting scheduled for Mar 25, 2026 to review and approve final results for the year ended Dec 31, 2025 and to consider a proposed final dividend for shareholders (Board Meeting).
Mise à jour du récit Feb 24

3888: Renewed Xiaomi Agreements And 2026 Lease Will Support Future Earnings

Analysts have reduced their target for Kingsoft, citing a slightly lower forward P/E assumption that results in a modestly reduced fair value estimate in HK$ terms, while keeping growth and margin expectations broadly unchanged. What's in the News Kingsoft entered into a six year lease agreement starting 1 January 2026 with Beijing Duokan, a consolidated affiliated entity of Xiaomi, covering properties whose rent was set after arm's length negotiation with reference to market rents, property location and expected inflation (Client Announcement).
Article d’analyse Feb 16

Why Investors Shouldn't Be Surprised By Kingsoft Corporation Limited's (HKG:3888) P/E

With a price-to-earnings (or "P/E") ratio of 22.7x Kingsoft Corporation Limited ( HKG:3888 ) may be sending very...
Mise à jour du récit Feb 10

3888: Renewed Xiaomi Framework And Lease Agreements Will Support Future Earnings

Analysts have trimmed their price target on Kingsoft to US$40.23 per share. This is a small adjustment that reflects slightly lower assumed discount rates while keeping revenue growth, profit margin and future P/E expectations broadly unchanged.
Mise à jour du récit Jan 27

3888: Renewed Xiaomi Agreements And Lease Commitments Will Support Future Earnings Momentum

Analysts have nudged their Kingsoft price target slightly higher to about US$40.23, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News Kingsoft entered into a six year lease agreement with Beijing Duokan, a consolidated affiliated entity of Xiaomi, for properties to be used by its lessees from 1 January 2026 to 31 December 2031.
Mise à jour du récit Jan 11

3888: Future Earnings Momentum Will Be Supported By Renewed Xiaomi Cooperation

Analysts have trimmed their price target on Kingsoft to about $40.23 from roughly $40.87, citing slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News On 30 December 2025, Kingsoft entered into a six year lease agreement with Beijing Duokan, a consolidated affiliated entity of Xiaomi, covering properties to be used by Kingsoft lessees from 1 January 2026 to 31 December 2031.
Mise à jour du récit Dec 21

3888: Future Earnings Momentum Will Drive Solid Upside Potential

Analysts have modestly revised their price target on Kingsoft upward to reflect a fair value estimate of $40.87 per share, citing a largely unchanged outlook for long term revenue growth and profit margins, along with a slightly lower assumed future P/E multiple and a marginally higher discount rate. What's in the News A board meeting is scheduled for November 19, 2025, to review and approve the unaudited quarterly results for the three months ended September 30, 2025 (company board filing).
Article d’analyse Dec 17

Returns On Capital Are Showing Encouraging Signs At Kingsoft (HKG:3888)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Mise à jour du récit Dec 07

3888: Share Buyback And Earnings Momentum Will Drive Strong Future Performance

Analysts have trimmed their price target on Kingsoft slightly to approximately $40.87 from $41.54. This reflects modestly softer assumptions for long term revenue growth and profit margins, which are only partially offset by a marginally higher expected future price to earnings multiple.
Mise à jour du récit Nov 23

3888: Share Buyback Momentum Will Drive Upward Share Performance

Narrative Update on Kingsoft: Analyst Price Target Revision Analysts have lowered their price target for Kingsoft from $42.68 to $41.54. They cited recent updates to profit margin and growth assumptions as key factors behind the modest decrease.
Article d’analyse Oct 22

Getting In Cheap On Kingsoft Corporation Limited (HKG:3888) Might Be Difficult

Kingsoft Corporation Limited's ( HKG:3888 ) price-to-earnings (or "P/E") ratio of 24.7x might make it look like a...
Article d’analyse Oct 06

Do Kingsoft's (HKG:3888) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Article d’analyse Sep 06

Kingsoft (HKG:3888) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Mise à jour du récit Aug 27

Digital Transformation And AI Integration Will Expand Global Reach

Kingsoft's analyst price target has been revised down as its higher future P/E and declining net profit margin point to reduced profit expectations and less attractive valuation, lowering the fair value estimate from HK$44.06 to HK$42.68. What's in the News Board meeting scheduled to consider and approve interim results for the three and six months ended June 30, 2025.
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Nouveau récit Dec 07

AI Innovations And Gaming Expansion Propel Future Revenue Growth Across Office And Online Sectors

Significant investments in AI and international market expansion are expected to drive substantial future revenue growth in office software and overseas operations.

Prévisions de croissance des bénéfices et des revenus

SEHK:3888 - Estimations futures des analystes et données financières antérieures (CNY Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202813,3281,9984,5413,7415
12/31/202711,6651,5853,6973,1168
12/31/202610,3841,9842,7593,1848
3/31/20269,7622,8122,1812,483N/A
12/31/20259,6832,0041,9502,292N/A
9/30/20259,8571,4902,5562,984N/A
6/30/202510,3531,6903,4133,878N/A
3/31/202510,5191,5513,7234,156N/A
12/31/202410,3181,5524,1614,587N/A
9/30/20249,8361,2974,0914,495N/A
6/30/20248,9809122,1002,555N/A
3/31/20248,7005762,9463,455N/A
12/31/20238,5344833,0153,489N/A
9/30/20238,3363272,4482,987N/A
6/30/20238,113-5,7583,3433,828N/A
3/31/20237,754-5,9562,2542,747N/A
12/31/20227,637-6,0492,0752,574N/A
9/30/20227,346-6,4301,8832,203N/A
6/30/20227,0191882,0262,405N/A
3/31/20226,6653781,8582,170N/A
12/31/20216,3713951,9182,220N/A
9/30/20216,1559512,1632,372N/A
6/30/20216,0421,0532,3432,552N/A
3/31/20215,9831,2282,4442,684N/A
12/31/20205,5941,5992,4982,991N/A
9/30/20209,317971,5152,471N/A
6/30/20205,1191,4497201,889N/A
3/31/20204,655228-71,420N/A
12/31/20194,371-31N/A825N/A
9/30/20194,649-36N/A733N/A
6/30/20195,140-600N/A651N/A
3/31/20195,530499N/A622N/A
12/31/20185,906389N/A770N/A
9/30/20185,528411N/A517N/A
6/30/20185,293578N/A1,135N/A
3/31/20185,232665N/A1,375N/A
12/31/20175,181683N/A1,890N/A
9/30/20175,094624N/A2,503N/A
6/30/20174,914651N/A2,067N/A
3/31/20174,380-216N/A1,906N/A
12/31/20163,834-237N/A1,393N/A
9/30/20164,318-315N/A1,492N/A
6/30/20164,702-403N/A1,517N/A
3/31/20165,233371N/A1,522N/A
12/31/20155,676369N/A1,435N/A
9/30/20154,970430N/A1,098N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Les bénéfices de 3888 devraient diminuer au cours des 3 prochaines années ( -11.1% par an).

Bénéfices vs marché: Les bénéfices de 3888 devraient diminuer au cours des 3 prochaines années ( -11.1% par an).

Croissance élevée des bénéfices: Les bénéfices de 3888 devraient baisser au cours des trois prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 3888 ( 11.6% par an) devrait croître plus rapidement que le marché Hong Kong ( 8.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 3888 ( 11.6% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 3888 devrait être faible dans 3 ans ( 6 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/03 02:18
Cours de l'action en fin de journée2026/08/03 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Kingsoft Corporation Limited est couverte par 29 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Huiqun LiBofA Global Research
Yan Jing WuChina Galaxy Securities Co., Ltd.
Xiaodan ZhangChina International Capital Corporation Limited