Bilibili Inc.

Report azionario NasdaqGS:BILI

Capitalizzazione di mercato: US$6.2b

Bilibili Crescita futura

Criteri Future verificati 3/6

Bilibili prevede che gli utili e i ricavi cresceranno rispettivamente di 25% e 8.9% all'anno. Si prevede che l'EPS crescerà di 24.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 14.6% in 3 anni.

Informazioni chiave

25.0%

Tasso di crescita degli utili

24.79%

Tasso di crescita dell'EPS

Interactive Media and Services crescita degli utili4.4%
Tasso di crescita dei ricavi8.9%
Rendimento futuro del capitale proprio14.57%
Copertura analitica

Good

Ultimo aggiornamento15 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Sep 17

BILI: AI Spending And Buybacks Will Support Engagement And Repricing

Analysts have lowered their fair value estimate for Bilibili from about $23.05 to about $18.00, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E. They also point to the recent $300m share repurchase program and short term Street optimism as key factors in the revised price target narrative.
Aggiornamento narrativa • Sep 03

BILI: AI Advertising And Buybacks Will Support Future Upside

Analysts have trimmed their fair value estimate for Bilibili to about $27, down from roughly $30, citing slightly higher discount assumptions, a lower projected profit margin, and a more conservative future P/E multiple, even as they reference recent Street research that highlights the new $300m share repurchase program as a potential short term support for the stock. What's in the News for Bilibili Bilibili reported Q2 2026 revenue of ¥7.94b and adjusted EPS of ¥1.58, which were above analyst estimates.
Seeking Alpha • Aug 27

Bilibili Q2: Market Is Mispricing Long-Term Flywheel

Summary Bilibili Inc. remains a compelling Buy as its growth narrative is reinforced by Q2 results, despite recent share price weakness. Q2 saw 8% revenue growth, a 7% DAU increase, and 28% ad revenue growth, highlighting strong user engagement and monetization potential. Operating leverage is improving as expenses remain flat while gross profit rises, supporting future margin expansion and value creation. BILI stock valuation is attractive at 15x forward earnings and 7.7x forward EBITDA, offering a significant margin of safety given BILI's long-term growth prospects. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 17

BILI: AI Advertising Momentum Will Support Higher Future Stock Fair Value

For Bilibili, the updated analyst fair value estimate has shifted to $36.21 from $37.90 as analysts factor in stronger advertising momentum, a slightly higher assumed P/E multiple and revenue growth. This is offset by lower margin expectations and a higher discount rate.
Aggiornamento narrativa • Jun 03

BILI: AI Advertising And Q4 Games Pipeline Will Support Future Upside

Bilibili's analyst fair value estimate has been trimmed by about $1.36 to $29.65, as analysts factor in slightly higher discount rates and a modestly softer profit margin outlook, while still highlighting support from advertising momentum, a healthier Q4 games pipeline and ongoing AI related investment. Analyst Commentary Street research around Bilibili has recently tilted more constructive, with several firms adjusting ratings and targets while debating how much to pay for the stock against its execution on advertising, games and AI related investment.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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).
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
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 Alpha
Seeking 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 Alpha
Seeking 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
User avatar
Nuova narrativa • 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 Alpha
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:BILI - Stime future degli analisti e dati finanziari passati (CNY Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202839,5123,3875,324N/A21
12/31/202736,2642,5024,409N/A31
12/31/202632,7981,6822,746N/A28
6/30/202631,4191,537N/AN/AN/A
3/31/202630,8171,412N/AN/AN/A
12/31/202530,3481,1945,3207,147N/A
9/30/202529,761770N/AN/AN/A
6/30/202529,3812205,1636,918N/A
3/31/202528,170-6074,7506,679N/A
12/31/202426,832-1,3474,2606,015N/A
9/30/202425,446-2,733N/AN/AN/A
6/30/202423,946-4,0051,9763,306N/A
3/31/202423,123-4,943N/AN/AN/A
12/31/202322,528-4,822-1,064267N/A
9/30/202322,321-5,020N/AN/AN/A
6/30/202322,310-5,382-4,124-2,458N/A
3/31/202321,915-5,843N/AN/AN/A
12/31/202221,899-7,497-6,650-3,911N/A
9/30/202221,537-8,090N/AN/AN/A
6/30/202220,950-9,054N/AN/AN/A
3/31/202220,537-8,168N/AN/AN/A
12/31/202119,384-6,789-6,334-2,647N/A
9/30/202117,443-5,529N/AN/AN/A
6/30/202115,462-3,934N/AN/AN/A
3/31/202113,585-3,380N/AN/AN/A
12/31/202011,999-3,012-1,486753N/A
9/30/202010,167-2,567N/AN/AN/A
6/30/20208,800-1,892N/AN/AN/A
3/31/20207,720-1,638N/A464N/A
12/31/20196,778-1,289N/A195N/A
9/30/20195,926-1,086N/AN/AN/A
6/30/20195,146-924N/AN/AN/A
3/31/20194,634-682N/AN/AN/A
12/31/20184,129-616N/A737N/A
9/30/20183,707-556N/AN/AN/A
6/30/20183,356-394N/AN/AN/A
3/31/20182,912-571N/AN/AN/A
12/31/20172,468-572N/A465N/A
9/30/20171,952-902N/A309N/A
12/31/2016523-1,185N/A-199N/A
12/31/2015131-569N/A-192N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di BILI ( 25% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di BILI ( 25% all'anno) cresceranno più rapidamente del mercato US ( 17.5% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di BILI cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di BILI ( 8.9% all'anno) crescerà più lentamente rispetto al mercato US ( 13.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BILI ( 8.9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di BILI sarà basso tra 3 anni ( 14.6 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/21 11:59
Prezzo dell'azione a fine giornata2026/09/21 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Bilibili Inc. è coperta da 59 analisti. 31 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Tianli WenAletheia Analyst Network Limited
Jiong ShaoBarclays
"Jiong ShaoBarclays