Bilibili (BILI) Aperçu de l'action
Bilibili Inc. fournit des services de divertissement en ligne pour les jeunes générations en République populaire de Chine. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 3/6 |
| Performances passées | 3/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour BILI à partir de nos contrôles de risques.
BILI Community Fair Values
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Analyst Price Targets
Bilibili Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$18.30 |
| Plus haut sur 52 semaines | US$36.40 |
| Plus bas sur 52 semaines | US$17.66 |
| Bêta | 0.79 |
| Variation sur 1 mois | -26.71% |
| Variation sur 3 mois | -40.89% |
| Variation sur 1 an | 0.44% |
| Variation sur 3 ans | 5.84% |
| Variation sur 5 ans | -82.34% |
| Évolution depuis l'introduction en bourse | 62.81% |
Nouvelles et mises à jour récentes
Mise à jour du récit • May 09
BILI: AI Investment And Share Pullback Will Support Future Engagement Upside
Analysts have nudged Bilibili's price target higher to $31.00 from about $30.65, citing recent upgrades that highlight the company's increased AI investments, expectations for steadier revenue growth, and improving profitability. Some firms continue to take a more measured view, however, with slightly lower individual targets such as $35 from $27.
Mise à jour du récit • Apr 21
BILI: AI Engagement And Margin Execution Will Support Higher Future Fair Value
The updated analyst price target for Bilibili now points to a slightly lower fair value of about $37.90 per share versus $38.81 previously, as analysts factor in higher expected revenue growth and profit margins, along with a lower future P/E assumption and a modestly higher discount rate following recent upgrades that cite AI investment and user engagement trends. Analyst Commentary Recent Street research has tilted more positive on Bilibili, with several bullish analysts shifting their views to more constructive stances and updating price targets.Recent updates
Mise à jour du récit • May 09
BILI: AI Investment And Share Pullback Will Support Future Engagement Upside
Analysts have nudged Bilibili's price target higher to $31.00 from about $30.65, citing recent upgrades that highlight the company's increased AI investments, expectations for steadier revenue growth, and improving profitability. Some firms continue to take a more measured view, however, with slightly lower individual targets such as $35 from $27.Mise à jour du récit • Apr 21
BILI: AI Engagement And Margin Execution Will Support Higher Future Fair Value
The updated analyst price target for Bilibili now points to a slightly lower fair value of about $37.90 per share versus $38.81 previously, as analysts factor in higher expected revenue growth and profit margins, along with a lower future P/E assumption and a modestly higher discount rate following recent upgrades that cite AI investment and user engagement trends. Analyst Commentary Recent Street research has tilted more positive on Bilibili, with several bullish analysts shifting their views to more constructive stances and updating price targets.Seeking Alpha • Apr 15
Bilibili: Stock's Risk/Reward Is Completely Different From Last Year
Summary Bilibili delivered Q4 2025 earnings in line with expectations, with standout 27% YoY growth in advertising revenue. User base growth remains limited; current margin driver remains advertising, with ad efficiency still lagging peers. Gaming revenue shows no meaningful growth prospects post-San Mou release, presenting ongoing challenges for this segment. Segment revenue declined by 14.3% in Q4. Gaming is by far the biggest driver of margins. Until there is meaningful progress, I am continuing with my "hold" rating. Read the full article on Seeking AlphaMise à jour du récit • Apr 07
BILI: AI Investment And Share Pullback Will Support Future Profit Recovery
Analysts have trimmed their fair value estimate for Bilibili by about $0.48 to $30.65, reflecting slightly more conservative assumptions on growth and margins, while recent upgrades highlight renewed interest tied to AI investment and the recent share price pullback. Analyst Commentary Recent research opinions on Bilibili cluster around its renewed focus on AI, recent share price pullback, and updated valuation targets.
Mise à jour du récit • Mar 24
BILI: AI Spending Will Support Engagement While Execution Risk And Pricing Persist
Analysts have slightly reduced Bilibili's fair value estimate while maintaining a relatively high future P/E assumption. This reflects a modestly lower blended price target after BofA's $1 cut and JPMorgan's upgrade to $35, based on increased AI investment and anticipated support for user engagement and advertising revenue.Mise à jour du récit • Mar 08
BILI: Moderated Long Term Outlook Will Still Face Execution Risk And Rich Pricing
Analysts have reduced their price target on Bilibili from about $23.75 to about $23.12 as they now apply a slightly higher discount rate, assume more moderate revenue growth and profit margins, and use a richer future P/E multiple in their models. What's in the News Bilibili has scheduled a board meeting for Mar 05, 2026 to consider approving its unaudited financial results for the fourth quarter and fiscal year ended Dec 31, 2025 (company event filing).Mise à jour du récit • Feb 20
BILI: Slightly Better Forecasts Will Still Face Execution Risk And Rich Pricing
Analysts have nudged their Bilibili price target slightly higher to $23.75 from $23.12, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E that, taken together, point to a modestly stronger fundamental outlook in their models. What's in the News Bilibili has scheduled a board meeting for Mar 5, 2026, to review and consider approval of its unaudited financial results for the fourth quarter of 2025 and the full fiscal year ended Dec 31, 2025 (company event filing).Mise à jour du récit • Feb 06
BILI: Higher Fair Value Hinges On Recovering Q4 Gaming Revenue
Analysts have nudged their fair value estimate for Bilibili higher from about US$34.62 to US$38.81, citing a recent Street target move to US$27, a view that Q3 was "decent," and expectations for slightly recovering gaming revenue in Q4, along with a higher assumed future P/E multiple and updated margin outlook. Analyst Commentary Recent Street research reflects a more constructive tone on Bilibili, with some bullish analysts adjusting their numbers higher while still acknowledging valuation questions.Mise à jour du récit • Jan 22
BILI: Gaming Recovery And Buybacks Will Support Balanced Future Share Performance
Analysts have nudged their fair value estimate for Bilibili higher, with the updated price target moving from about US$30.04 to around US$31.14. This is supported by recent research that cites a "decent" Q3 report and expectations for slightly recovering gaming revenue in Q4, even as some still flag valuation as demanding.Article d’analyse • Jan 13
Subdued Growth No Barrier To Bilibili Inc. (NASDAQ:BILI) With Shares Advancing 29%
Bilibili Inc. ( NASDAQ:BILI ) shares have had a really impressive month, gaining 29% after a shaky period beforehand...Mise à jour du récit • Jan 08
BILI: Games Recovery Hopes Will Face Tighter Execution Risk And Rich Pricing
Narrative Update: Bilibili Analyst Price Target Shift Analysts have nudged their fair value estimate for Bilibili higher from about US$22.82 to roughly US$23.12. This reflects updated views on recovering gaming revenue, recent title performance and a revised future P/E assumption following the latest Q3 review and near term game launch catalysts.Mise à jour du récit • Dec 22
BILI: Games Recovery Will Test Sustainability Amid Fairly Balanced Risk Profile
Analysts have nudged their fair value estimate for Bilibili higher from approximately $22.18 to $22.82, citing a recovery in gaming revenues and an improving games up cycle that supports slightly faster growth and margins, despite a still demanding valuation. Analyst Commentary Recent Street research on Bilibili reflects a mixed but cautious stance, with rising price targets tempered by concerns around valuation and the durability of the current games led recovery.Mise à jour du récit • Dec 08
BILI: Upcoming Games Upswing Will Drive Renewed Bullish Share Momentum
The analyst price target for Bilibili has edged higher by about $0.11 per share as analysts factor in a modestly lower discount rate and improved visibility on a games-led recovery following a solid Q3 and stronger-than-expected performance from recent titles. Analyst Commentary Recent Street research reflects a more constructive outlook on Bilibili as its games pipeline begins to show tangible traction, but also highlights lingering concerns around valuation and execution risk.Mise à jour du récit • Nov 24
BILI: Upcoming Game Launches Will Drive Renewed Upside Momentum
Bilibili's analyst price target has increased from approximately $28.85 to $29.93. Analysts point to improved gaming revenue forecasts and positive sales momentum as primary drivers of the upward revision.Mise à jour du récit • Nov 07
BILI: Upcoming Game Releases And Cost Controls Will Shape Earnings Outlook
Bilibili's analyst price target has been raised slightly to $28.85, reflecting increased optimism among analysts. This outlook is based on stronger-than-expected performance in the games business and upcoming catalysts from new releases.Mise à jour du récit • Oct 23
Gaming Momentum And Ad Strength Will Drive Digital Entertainment’s Next Phase
Bilibili's analyst fair value target has been raised modestly to $28.51 from $28.11. This change reflects stronger-than-expected recent game performance as well as continued resilience in advertising and user engagement, according to analysts.Mise à jour du récit • Oct 09
AI Adoption And Gen Z Will Fuel Digital Entertainment
Bilibili’s analyst price target has been adjusted slightly higher to $28.11. Analysts cite healthy user engagement and supportive ad momentum, which offset modest declines in expected gaming revenue.Article d’analyse • Oct 03
Bilibili Inc.'s (NASDAQ:BILI) 29% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, Bilibili Inc. ( NASDAQ:BILI ) shares have been powering on, with a gain of 29% in the...Mise à jour du récit • Aug 27
AI And Mobile Gaming Expansion Will Open New Revenue Opportunities
Bilibili’s consensus price target increased modestly as analysts cited robust user engagement, strong advertising revenue growth, and better-than-expected profitability driven by lower expenses, though valuation is now seen as fair after recent gains, raising the target from $26.57 to $27.54. Analyst Commentary Near-term game revenue is expected to decline due to a high prior-year base and limited catalysts from major new game launches in H2 2025.Article d’analyse • Jul 09
Is It Time To Consider Buying Bilibili Inc. (NASDAQ:BILI)?
Bilibili Inc. ( NASDAQ:BILI ), is not the largest company out there, but it saw a significant share price rise of 52...Seeking Alpha • Apr 18
Bilibili: Still A Buy With A Vast Runway For User Expansion In The Massive Chinese Market
Summary Bilibili is poised to benefit from the shift towards local Chinese content and the rise of social commerce, creating a strong user momentum and monetization potential. The company continues to grow users as well as time spent on the Bilibili platform. It has a massive runway for growth, with current penetration at less than 10% of the Chinese population. Bilibili's mobile gaming segment is rapidly expanding, contributing significantly to revenue and drawing more users to its platform. The stock trades at just over 1x forward revenue, less than local peers like Alibaba and substantially less than U.S. Internet giants. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Bilibili: From Profitability Milestone To Potential Re-Rating
Summary Bilibili reported its first-ever quarterly profit, driven by strong financial and operating metrics, suggesting a potential inflection point for the company's fundamentals. The company's niche focus on Gen-Z and younger users, along with improved ad efficiency and gaming revenue growth, underscores its strong ecosystem and stickiness. Valuation could revert to historical mean; if BILI trades at 2.5x forward EV/Revenue, shares could see a 42% upside to $31/share. Risks include failure to maintain consistent profitability, which could lead to a valuation closer to video-streaming peers, implying a 33% downside. Read the full article on Seeking AlphaSeeking Alpha • Jan 05
Bilibili: Ripe Time To Buy As Gaming Monetization Surges
Summary Bilibili offers tremendous growth potential, significant increases in daily active users and time spent on the platform. The platform's user base skews young, with 65% of China's Gen Z active. This, in turn, has enabled "social commerce" and significant advertising revenue gains. Gaming has been a major hotspot as well, with revenue jumping 84% y/y, now comprising 25% of total revenue. The company is capitalizing on the trend of gaming live-streams. I'm rating Bilibili stock at a buy, as it offers "growth at a reasonable price" while also giving me exposure to international stocks that are better-valued than U.S. counterparts. Read the full article on Seeking Alpha
Nouveau récit • Nov 28
High-Margin Strategy Games And AI-Driven Ads Propel Long-Term Revenue Growth
Bilibili diversifies successfully into high-margin game genres, boosting revenue potential through expanded content and international launches.Seeking Alpha • Aug 26
Bilibili Is A Buy On Favorable Top Line And Profitability Outlook (Rating Upgrade)
Summary Bilibili's Q2 2024 net loss was narrower than expected, and the company is expected to report positive normalized earnings by the third quarter. BILI's near-term top-line growth prospects are strong, taking into account the significant +25% QoQ increase in its deferred revenue balance. Bilibili's top line and profitability outlook are sufficiently favorable to support a Buy rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Mar 08
Bilibili Stock Downgraded To Sell After Assessing Q4 Earnings
Summary Bilibili Inc. released its fourth-quarter earnings on Thursday, missing out on its bottom-line target. Bilibili stock's volatile behavior suggests investors are clearly in disagreement by Bilibili's earnings miss, which has become a common theme for the company. Although Bilibili's advertising and value-added services are growing, we think its gaming business can create an overhang. Key metrics such as the price-to-sales ratio and China's elevated market risk premium suggest that BILI stock is grossly overvalued. Read the full article on Seeking AlphaSeeking Alpha • Jan 22
Bilibili: A Mix Of Positives And Negatives
Summary The two major positives for Bilibili are the growth prospects of the company's advertising business and the growing stickiness of its user base for the platform. BILI's key negatives relate to the stock's shareholder capital return and profitability expectations. Bilibili has a fair share of both positive and negatives, and this explains why I have a neutral view of the name. Read the full article on Seeking AlphaRendement pour les actionnaires
| BILI | US Interactive Media and Services | US Marché | |
|---|---|---|---|
| 7D | -18.1% | -0.01% | -1.0% |
| 1Y | 0.4% | 69.5% | 23.3% |
Rendement vs Industrie: BILI a sous-performé le secteur US Interactive Media and Services qui a rapporté 69.5 % au cours de l'année écoulée.
Rendement vs marché: BILI a sous-performé le marché US qui a rapporté 23.3 % au cours de l'année écoulée.
Volatilité des prix
| BILI volatility | |
|---|---|
| BILI Average Weekly Movement | 7.2% |
| Interactive Media and Services Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: BILI n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de BILI ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2009 | 8,423 | Rui Chen | www.bilibili.com |
Bilibili Inc. fournit des services de divertissement en ligne pour les jeunes générations en République populaire de Chine. Elle propose une gamme de contenus numériques, notamment des vidéos professionnelles générées par l'utilisateur (PUGV), des jeux mobiles et des services à valeur ajoutée, tels que la diffusion en direct, des vidéos générées par l'activité professionnelle, des fictions audio sur Maoer, des bandes dessinées sur Bilibili Comic, des contenus PUGV dans le cadre du programme de tarification des fans et des cours premium, ainsi que des cours premium Bilibili et la décoration d'avatars basée sur la communauté. La société fournit également des services de publicité, des produits dérivés de la propriété intellectuelle et d'autres services.
Bilibili Inc. Résumé des fondamentaux
| BILI statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$8.33b |
| Bénéfices(TTM) | US$207.67m |
| Recettes(TTM) | US$4.53b |
36.7x
Ratio P/E1.7x
Ratio P/SLe site BILI est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| BILI compte de résultat (TTM) | |
|---|---|
| Recettes | CN¥30.82b |
| Coût des recettes | CN¥19.47b |
| Marge brute | CN¥11.35b |
| Autres dépenses | CN¥9.94b |
| Les revenus | CN¥1.41b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.39 |
| Marge brute | 36.83% |
| Marge bénéficiaire nette | 4.58% |
| Ratio dettes/capitaux propres | 61.3% |
Quelles ont été les performances à long terme de BILI?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 23:57 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 expliquant comment 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
Bilibili Inc. est couverte par 58 analystes. 36 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.
| Analyste | Institution |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Jiong Shao | Barclays |
| Yanfang Jiang | Benchmark Company |