Kingsoft Cloud Holdings Gestione
Criteri Gestione verificati 1/4
Kingsoft Cloud Holdings Il CEO è Tao Zou, nominato in Aug2022, ha un mandato di 4.08 anni. possiede direttamente 0.003% delle azioni della società, per un valore di $ 71.28K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.7 anni e 5.4 anni.
Informazioni chiave
Tao Zou
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | 4.1yrs |
| Proprietà del CEO | 0.003% |
| Durata media del management | 1.7yrs |
| Durata media del Consiglio di amministrazione | 5.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Aug 21
KC: AI Cloud Profitability Will Drive More Constructive Long Term Outlook
Analysts have raised their price target for Kingsoft Cloud Holdings from $12.67 to $16.00, citing updated assumptions that include modestly lower revenue growth expectations, a slightly higher discount rate, improved profit margin forecasts, and a higher future P/E multiple. What's in the News Kingsoft Cloud Holdings reported Q2 2026 revenue of RMB 3.07b, with management highlighting strong demand for AI cloud services as a key driver.Seeking Alpha • Aug 19
Kingsoft Cloud Q2: Xiaomi Will Be The Partnership To Boost The Company Forward
Summary Kingsoft Cloud Holdings Limited delivered a strong Q2 ’26, with revenues up 30.8% y/y and significant margin improvement, reversing Q1’s weakness. KC’s AI cloud services, driven by a Xiaomi partnership, saw gross billings surge 82% y/y, establishing AI as the main growth engine. Cash flow from operations soared to $420m, supporting a manageable debt load and positioning KC near break-even profitability. I maintain a neutral rating on KC, awaiting further evidence of sustained profitability and monitoring rising client concentration risk with Xiaomi. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 05
KC: Governance Reforms And Lower Future P/E Will Shape Balanced Outlook
Analysts have trimmed their price target for Kingsoft Cloud Holdings, cutting fair value from about $15.37 to roughly $12.67, citing updated assumptions that include a lower projected future P/E multiple despite similar views on growth and margins. What's in the News for Kingsoft Cloud Holdings Kingsoft Cloud Holdings Limited held its annual general meeting on June 30, 2026, where shareholders approved amendments to the Second Amended and Restated Memorandum and Articles of Association and adopted the Third Amended and Restated Memorandum and Articles of Association.
Aggiornamento narrativa • Jul 22
KC: AI Infrastructure Demand And Governance Reforms Will Drive Future Upside
Analysts have revised their price target for Kingsoft Cloud Holdings to $20.17 from $21.33, reflecting updated views on factors such as revenue growth assumptions, profit margins, discount rates, and future P/E expectations. What's in the News for Kingsoft Cloud Holdings Morgan Stanley initiated coverage of Kingsoft Cloud with an Overweight rating and a US$15 price target, citing expectations around China’s AI cloud infrastructure market.Aggiornamento narrativa • Jul 08
KC: Governance Changes And AI Expansion Will Support Future Upside Potential
Analysts have reduced their average price target on Kingsoft Cloud Holdings from about $17.91 to roughly $15.37, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E levels. What’s in the News for Kingsoft Cloud Holdings Shareholders at the June 30, 2026 AGM approved all 14 resolutions, including the adoption of the 2025 audited financial statements and the re election of three directors.Aggiornamento narrativa • Jun 24
KC: AI Cloud Demand And Infrastructure Investment Will Drive Future Upside
Analysts have maintained their fair value estimate for Kingsoft Cloud Holdings at $21.33 and have made modest updates to assumptions around the discount rate, profit margin, and future P/E, resulting in a slight upward adjustment in their overall price target framework. What’s in the News for Kingsoft Cloud Holdings Kingsoft Cloud reported its unaudited first quarter 2026 results, with total revenue up 37.2% year over year, driven by a 90% surge in AI business gross billing, according to recent earnings announcements.Aggiornamento narrativa • Jun 08
KC: AI Infrastructure Spending And Margin Recovery Will Drive Future Upside
Analysts have raised their price target on Kingsoft Cloud Holdings from $18.14 to $21.33, citing updated assumptions for revenue growth, profit margins, and a revised future P/E outlook. What's in the News Q4 2025 earnings transcript highlights what the company describes as a historical high quarterly revenue, supported by AI and public cloud services growth, with operating profit reported for two consecutive quarters and margins supported by revenue scale and cost control.
Aggiornamento narrativa • May 25
KC: Governance Reforms And Upcoming Results Will Support Future Upside Potential
Analysts have modestly lifted their price target on Kingsoft Cloud Holdings to about $25.92 from roughly $25.05, citing updated assumptions for faster revenue growth, a slightly higher profit margin, a marginally lower discount rate and a reduced future P/E multiple. What's in the News The board has scheduled a meeting for May 27, 2026 to review and consider the unaudited first quarter results for the three months ended March 31, 2026 and their publication.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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
Nuova narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaAMMINISTRATORE DELEGATO
Tao Zou (51 yo)
4.1yrs
Mandato
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman of the Board & Acting CEO | 4.1yrs | Nessun dato | 0.0025% $ 71.3k | |
| Chief Financial Officer | 1.7yrs | Nessun dato | Nessun dato | |
| Investor Relations Officer | no data | Nessun dato | Nessun dato | |
| Senior Vice President | no data | Nessun dato | 0.0053% $ 148.8k | |
| Senior Vice President | 1.7yrs | Nessun dato | 0.0070% $ 197.2k | |
| Joint Company Secretary | less than a year | Nessun dato | Nessun dato | |
| Assistant VP & Joint Company Secretary | no data | Nessun dato | Nessun dato |
1.7yrs
Durata media
48yo
Età media
Gestione esperta: Il team dirigenziale di KC non è considerato esperto (durata media 1.7 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman of the Board & Acting CEO | 9.8yrs | Nessun dato | 0.0025% $ 71.3k | |
| Independent Director | 6.3yrs | Nessun dato | Nessun dato | |
| Independent Director | 6.3yrs | Nessun dato | Nessun dato | |
| Non-Executive Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 4.4yrs | Nessun dato | Nessun dato | |
| Non-Executive Director | 1.3yrs | Nessun dato | Nessun dato |
5.4yrs
Durata media
52.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di KC sono considerati esperti (durata media dell'incarico 5.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/17 15:24 |
| Prezzo dell'azione a fine giornata | 2026/09/16 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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
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Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
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Fonti analitiche
Kingsoft Cloud Holdings Limited è coperta da 28 analisti. 16 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.
| Analista | Istituzione |
|---|---|
| Huiqun Li | BofA Global Research |
| Xiaodan Zhang | China International Capital Corporation Limited |
| Zeyuan Yang | Citic Securities Co., Ltd. |