View ValuationArcSoft 将来の成長Future 基準チェック /46ArcSoft利益と収益がそれぞれ年間27.1%と20%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.6% 26.7%なると予測されています。主要情報27.1%収益成長率26.67%EPS成長率Software 収益成長34.5%収益成長率20.0%将来の株主資本利益率13.61%アナリストカバレッジGood最終更新日07 May 2026今後の成長に関する最新情報Price Target Changed • May 04Price target decreased by 9.6% to CN¥60.40Down from CN¥66.79, the current price target is an average from 2 analysts. New target price is 42% above last closing price of CN¥42.60. Stock is down 6.0% over the past year. The company is forecast to post earnings per share of CN¥0.80 for next year compared to CN¥0.64 last year.Price Target Changed • Dec 18Price target increased by 14% to CN¥67.89Up from CN¥59.52, the current price target is an average from 2 analysts. New target price is 44% above last closing price of CN¥47.06. Stock is up 23% over the past year. The company is forecast to post earnings per share of CN¥0.62 for next year compared to CN¥0.44 last year.Price Target Changed • Aug 26Price target increased by 17% to CN¥55.60Up from CN¥47.71, the current price target is an average from 3 analysts. New target price is 5.4% above last closing price of CN¥52.74. Stock is up 122% over the past year. The company is forecast to post earnings per share of CN¥0.68 for next year compared to CN¥0.44 last year.Major Estimate Revision • Jan 17Consensus EPS estimates increase by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥815.3m to CN¥825.1m. EPS estimate increased from CN¥0.317 to CN¥0.445 per share. Net income forecast to grow 129% next year vs 63% growth forecast for Software industry in China. Consensus price target up from CN¥39.51 to CN¥45.15. Share price rose 23% to CN¥45.05 over the past week.Price Target Changed • Jan 17Price target increased by 8.6% to CN¥42.92Up from CN¥39.51, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥45.05. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥0.45 for next year compared to CN¥0.22 last year.Price Target Changed • Oct 31Price target increased by 8.6% to CN¥40.49Up from CN¥37.30, the current price target is an average from 3 analysts. New target price is 16% above last closing price of CN¥34.83. Stock is up 1.2% over the past year. The company is forecast to post earnings per share of CN¥0.37 for next year compared to CN¥0.22 last year.すべての更新を表示Recent updatesPrice Target Changed • May 04Price target decreased by 9.6% to CN¥60.40Down from CN¥66.79, the current price target is an average from 2 analysts. New target price is 42% above last closing price of CN¥42.60. Stock is down 6.0% over the past year. The company is forecast to post earnings per share of CN¥0.80 for next year compared to CN¥0.64 last year.Reported Earnings • Apr 21First quarter 2026 earnings released: EPS: CN¥0.13 (vs CN¥0.12 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.13 (up from CN¥0.12 in 1Q 2025). Revenue: CN¥227.1m (up 8.5% from 1Q 2025). Net income: CN¥54.1m (up 8.9% from 1Q 2025). Profit margin: 24% (in line with 1Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 21ArcSoft Corporation Limited, Annual General Meeting, May 15, 2026ArcSoft Corporation Limited, Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: Floor A6, No. 392, Bingxing Road, Changhe Subdistrict, Binjiang District, Hangzhou, Zhejiang Chinaお知らせ • Mar 30ArcSoft Corporation Limited to Report Q1, 2026 Results on Apr 25, 2026ArcSoft Corporation Limited announced that they will report Q1, 2026 results on Apr 25, 2026Reported Earnings • Feb 26Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: CN¥0.64 (up from CN¥0.44 in FY 2024). Revenue: CN¥923.0m (up 13% from FY 2024). Net income: CN¥257.7m (up 47% from FY 2024). Profit margin: 28% (up from 22% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 26ArcSoft Corporation Limited to Report Fiscal Year 2025 Results on Apr 25, 2026ArcSoft Corporation Limited announced that they will report fiscal year 2025 results on Apr 25, 2026Price Target Changed • Dec 18Price target increased by 14% to CN¥67.89Up from CN¥59.52, the current price target is an average from 2 analysts. New target price is 44% above last closing price of CN¥47.06. Stock is up 23% over the past year. The company is forecast to post earnings per share of CN¥0.62 for next year compared to CN¥0.44 last year.Reported Earnings • Oct 25Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: CN¥0.13 (up from CN¥0.07 in 3Q 2024). Revenue: CN¥217.2m (up 13% from 3Q 2024). Net income: CN¥53.2m (up 98% from 3Q 2024). Profit margin: 25% (up from 14% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 9.7%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.New Risk • Oct 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change).お知らせ • Sep 30ArcSoft Corporation Limited to Report Q3, 2025 Results on Oct 25, 2025ArcSoft Corporation Limited announced that they will report Q3, 2025 results on Oct 25, 2025Price Target Changed • Aug 26Price target increased by 17% to CN¥55.60Up from CN¥47.71, the current price target is an average from 3 analysts. New target price is 5.4% above last closing price of CN¥52.74. Stock is up 122% over the past year. The company is forecast to post earnings per share of CN¥0.68 for next year compared to CN¥0.44 last year.Reported Earnings • Aug 20Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CN¥0.099 (up from CN¥0.062 in 2Q 2024). Revenue: CN¥201.1m (up 2.1% from 2Q 2024). Net income: CN¥38.9m (up 42% from 2Q 2024). Profit margin: 19% (up from 14% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 30ArcSoft Corporation Limited to Report First Half, 2025 Results on Aug 19, 2025ArcSoft Corporation Limited announced that they will report first half, 2025 results on Aug 19, 2025Reported Earnings • Apr 15Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: CN¥0.44 (up from CN¥0.22 in FY 2023). Revenue: CN¥815.2m (up 22% from FY 2023). Net income: CN¥176.7m (up 97% from FY 2023). Profit margin: 22% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 15ArcSoft Corporation Limited, Annual General Meeting, May 15, 2025ArcSoft Corporation Limited, Annual General Meeting, May 15, 2025, at 14:30 China Standard Time. Location: Floor A6, No. 392, Bingxing Road, Changhe Subdistrict, Binjiang District, Hangzhou, Zhejiang ChinaNew Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Mar 28ArcSoft Corporation Limited to Report Q1, 2025 Results on Apr 15, 2025ArcSoft Corporation Limited announced that they will report Q1, 2025 results on Apr 15, 2025Reported Earnings • Mar 02Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: CN¥0.44 (up from CN¥0.22 in FY 2023). Revenue: CN¥815.2m (up 22% from FY 2023). Net income: CN¥175.2m (up 96% from FY 2023). Profit margin: 22% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 10ArcSoft Corporation Limited's (SHSE:688088) P/S Is Still On The Mark Following 43% Share Price BounceThe ArcSoft Corporation Limited ( SHSE:688088 ) share price has done very well over the last month, posting an...Major Estimate Revision • Jan 17Consensus EPS estimates increase by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥815.3m to CN¥825.1m. EPS estimate increased from CN¥0.317 to CN¥0.445 per share. Net income forecast to grow 129% next year vs 63% growth forecast for Software industry in China. Consensus price target up from CN¥39.51 to CN¥45.15. Share price rose 23% to CN¥45.05 over the past week.Price Target Changed • Jan 17Price target increased by 8.6% to CN¥42.92Up from CN¥39.51, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥45.05. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥0.45 for next year compared to CN¥0.22 last year.お知らせ • Dec 27ArcSoft Corporation Limited to Report Fiscal Year 2024 Results on Apr 19, 2025ArcSoft Corporation Limited announced that they will report fiscal year 2024 results on Apr 19, 2025分析記事 • Dec 26Why Investors Shouldn't Be Surprised By ArcSoft Corporation Limited's (SHSE:688088) 25% Share Price SurgeArcSoft Corporation Limited ( SHSE:688088 ) shares have continued their recent momentum with a 25% gain in the last...分析記事 • Nov 27Investors Could Be Concerned With ArcSoft's (SHSE:688088) Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Price Target Changed • Oct 31Price target increased by 8.6% to CN¥40.49Up from CN¥37.30, the current price target is an average from 3 analysts. New target price is 16% above last closing price of CN¥34.83. Stock is up 1.2% over the past year. The company is forecast to post earnings per share of CN¥0.37 for next year compared to CN¥0.22 last year.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.081 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.07 (down from CN¥0.081 in 3Q 2023). Revenue: CN¥192.8m (up 19% from 3Q 2023). Net income: CN¥26.8m (down 15% from 3Q 2023). Profit margin: 14% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.分析記事 • Oct 13ArcSoft Corporation Limited (SHSE:688088) Stocks Shoot Up 32% But Its P/S Still Looks ReasonableArcSoft Corporation Limited ( SHSE:688088 ) shares have had a really impressive month, gaining 32% after a shaky period...New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change).お知らせ • Sep 30ArcSoft Corporation Limited to Report Q3, 2024 Results on Oct 30, 2024ArcSoft Corporation Limited announced that they will report Q3, 2024 results on Oct 30, 2024分析記事 • Sep 02There May Be Underlying Issues With The Quality Of ArcSoft's (SHSE:688088) EarningsArcSoft Corporation Limited ( SHSE:688088 ) just reported some strong earnings, and the market reacted accordingly with...Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.062 (vs CN¥0.051 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.062 (up from CN¥0.051 in 2Q 2023). Revenue: CN¥197.0m (up 10% from 2Q 2023). Net income: CN¥27.3m (up 25% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.分析記事 • Jul 15ArcSoft's (SHSE:688088) Returns On Capital Not Reflecting Well On The BusinessFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Jun 28ArcSoft Corporation Limited to Report First Half, 2024 Results on Aug 27, 2024ArcSoft Corporation Limited announced that they will report first half, 2024 results on Aug 27, 2024Major Estimate Revision • Apr 25Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥868.1m to CN¥846.7m. EPS estimate also fell from CN¥0.523 per share to CN¥0.365 per share. Net income forecast to grow 75% next year vs 66% growth forecast for Software industry in China. Consensus price target down from CN¥40.21 to CN¥35.70. Share price rose 8.4% to CN¥29.91 over the past week.Reported Earnings • Apr 20First quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2024 results: EPS: CN¥0.09 (up from CN¥0.07 in 1Q 2023). Revenue: CN¥183.9m (up 14% from 1Q 2023). Net income: CN¥34.2m (up 21% from 1Q 2023). Profit margin: 19% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Apr 20ArcSoft Corporation Limited, Annual General Meeting, May 10, 2024ArcSoft Corporation Limited, Annual General Meeting, May 10, 2024, at 14:30 China Standard Time. Location: Floor A6, No. 392, Bingxing Road, Changhe Subdistrict, Binjiang District, Hangzhou, Zhejiang China分析記事 • Apr 18ArcSoft Corporation Limited's (SHSE:688088) 26% Cheaper Price Remains In Tune With RevenuesArcSoft Corporation Limited ( SHSE:688088 ) shareholders won't be pleased to see that the share price has had a very...お知らせ • Mar 30ArcSoft Corporation Limited to Report Q1, 2024 Results on Apr 27, 2024ArcSoft Corporation Limited announced that they will report Q1, 2024 results on Apr 27, 2024分析記事 • Mar 04ArcSoft Corporation Limited's (SHSE:688088) Shares Climb 30% But Its Business Is Yet to Catch UpArcSoft Corporation Limited ( SHSE:688088 ) shareholders are no doubt pleased to see that the share price has bounced...Reported Earnings • Feb 27Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: CN¥0.22 (up from CN¥0.14 in FY 2022). Revenue: CN¥670.3m (up 26% from FY 2022). Net income: CN¥89.6m (up 55% from FY 2022). Profit margin: 13% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Feb 05Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥681.2m to CN¥669.7m. EPS estimate also fell from CN¥0.313 per share to CN¥0.26 per share. Net income forecast to grow 123% next year vs 90% growth forecast for Software industry in China. Consensus price target down from CN¥49.11 to CN¥42.04. Share price fell 25% to CN¥22.21 over the past week.Price Target Changed • Feb 03Price target decreased by 9.4% to CN¥44.51Down from CN¥49.11, the current price target is an average from 3 analysts. New target price is 78% above last closing price of CN¥25.00. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.14 last year.お知らせ • Dec 29ArcSoft Corporation Limited to Report Fiscal Year 2023 Results on Apr 27, 2024ArcSoft Corporation Limited announced that they will report fiscal year 2023 results on Apr 27, 2024Major Estimate Revision • Oct 20Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥727.8m to CN¥686.4m. EPS estimate also fell from CN¥0.36 per share to CN¥0.317 per share. Net income forecast to grow 280% next year vs 77% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥46.57. Share price fell 7.1% to CN¥36.97 over the past week.Reported Earnings • Aug 16Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: CN¥0.051 (down from CN¥0.081 in 2Q 2022). Revenue: CN¥178.8m (up 42% from 2Q 2022). Net income: CN¥21.9m (down 30% from 2Q 2022). Profit margin: 12% (down from 25% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 44%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Price Target Changed • Aug 10Price target increased by 13% to CN¥43.50Up from CN¥38.60, the current price target is an average from 3 analysts. New target price is 18% above last closing price of CN¥36.97. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of CN¥0.38 for next year compared to CN¥0.14 last year.お知らせ • Jun 28ArcSoft Corporation Limited to Report First Half, 2023 Results on Aug 16, 2023ArcSoft Corporation Limited announced that they will report first half, 2023 results on Aug 16, 2023Major Estimate Revision • May 02Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥749.3m to CN¥715.3m. EPS estimate also fell from CN¥0.47 per share to CN¥0.377 per share. Net income forecast to grow 197% next year vs 70% growth forecast for Software industry in China. Consensus price target up from CN¥32.04 to CN¥37.17. Share price rose 10% to CN¥35.74 over the past week.Price Target Changed • Apr 30Price target increased by 16% to CN¥37.17Up from CN¥32.04, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥35.74. Stock is up 58% over the past year. The company is forecast to post earnings per share of CN¥0.38 for next year compared to CN¥0.14 last year.Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.06 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.07 (up from CN¥0.06 in 1Q 2022). Revenue: CN¥161.4m (up 18% from 1Q 2022). Net income: CN¥28.2m (up 15% from 1Q 2022). Profit margin: 18% (in line with 1Q 2022). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Jan 26Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2022 has deteriorated. 2022 revenue forecast decreased from CN¥543.1m to CN¥532.3m. EPS estimate also fell from CN¥0.287 per share to CN¥0.217 per share. Net income forecast to grow 137% next year vs 77% growth forecast for Software industry in China. Consensus price target down from CN¥31.96 to CN¥30.96. Share price was steady at CN¥25.44 over the past week.Major Estimate Revision • Nov 04Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥557.6m to CN¥532.2m. EPS estimate also fell from CN¥0.37 per share to CN¥0.28 per share. Net income forecast to grow 174% next year vs 75% growth forecast for Software industry in China. Consensus price target down from CN¥33.10 to CN¥32.42. Share price rose 7.0% to CN¥26.25 over the past week.Reported Earnings • Oct 30Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: CN¥0.006 loss per share (down from CN¥0.09 profit in 3Q 2021). Revenue: CN¥128.5m (down 12% from 3Q 2021). Net loss: CN¥2.46m (down 107% from profit in 3Q 2021). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Sep 01Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥669.1m to CN¥603.0m. EPS estimate also fell from CN¥0.42 per share to CN¥0.37 per share. Net income forecast to grow 81% next year vs 62% growth forecast for Software industry in China. Consensus price target down from CN¥33.34 to CN¥32.59. Share price fell 6.0% to CN¥26.80 over the past week.Reported Earnings • Aug 26Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: CN¥0.081 (up from CN¥0.072 in 2Q 2021). Revenue: CN¥125.8m (down 16% from 2Q 2021). Net income: CN¥31.2m (up 3.2% from 2Q 2021). Profit margin: 25% (up from 20% in 2Q 2021). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 14%. Over the next year, revenue is forecast to grow 47%, compared to a 32% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 22% per year.Major Estimate Revision • May 05Consensus revenue estimates fall by 14%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥802.1m to CN¥689.0m. EPS estimate fell from CN¥0.51 to CN¥0.42 per share. Net income forecast to grow 54% next year vs 52% growth forecast for Software industry in China. Consensus price target down from CN¥46.55 to CN¥35.30. Share price rose 5.5% to CN¥22.65 over the past week.Price Target Changed • May 03Price target decreased to CN¥35.30Down from CN¥46.55, the current price target is an average from 4 analysts. New target price is 56% above last closing price of CN¥22.65. Stock is down 46% over the past year. The company is forecast to post earnings per share of CN¥0.42 for next year compared to CN¥0.35 last year.Reported Earnings • Apr 29First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: CN¥0.06 (down from CN¥0.14 in 1Q 2021). Revenue: CN¥136.4m (down 9.4% from 1Q 2021). Net income: CN¥24.5m (down 56% from 1Q 2021). Profit margin: 18% (down from 37% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 45%. Over the next year, revenue is forecast to grow 39%, compared to a 33% growth forecast for the industry in China.Major Estimate Revision • Mar 04Consensus revenue estimates fall by 22%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥962.7m to CN¥750.6m. EPS estimate fell from CN¥0.74 to CN¥0.51 per share. Net income forecast to grow 35% next year vs 48% growth forecast for Software industry in China. Consensus price target down from CN¥53.30 to CN¥48.05. Share price fell 12% to CN¥33.05 over the past week.Price Target Changed • Mar 03Price target decreased to CN¥48.05Down from CN¥53.30, the current price target is an average from 4 analysts. New target price is 38% above last closing price of CN¥34.80. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥0.51 for next year compared to CN¥0.37 last year.Reported Earnings • Feb 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥0.37 (down from CN¥0.62 in FY 2020). Revenue: CN¥573.0m (down 16% from FY 2020). Net income: CN¥151.4m (down 40% from FY 2020). Profit margin: 26% (down from 37% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.2%. Earnings per share (EPS) also missed analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 68%, compared to a 33% growth forecast for the industry in China.Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.09 (vs CN¥0.23 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥145.9m (down 21% from 3Q 2020). Net income: CN¥36.5m (down 60% from 3Q 2020). Profit margin: 25% (down from 50% in 3Q 2020). The decrease in margin was primarily driven by lower revenue.Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.072 (vs CN¥0.17 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: CN¥150.1m (flat on 2Q 2020). Net income: CN¥30.2m (down 56% from 2Q 2020). Profit margin: 20% (down from 46% in 2Q 2020).Price Target Changed • Apr 28Price target decreased to CN¥78.90Down from CN¥88.31, the current price target is an average from 4 analysts. New target price is 86% above last closing price of CN¥42.32. Stock is down 25% over the past year.Reported Earnings • Apr 27First quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.12 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: CN¥150.6m (down 8.8% from 1Q 2020). Net income: CN¥55.6m (up 13% from 1Q 2020). Profit margin: 37% (up from 30% in 1Q 2020). The increase in margin was driven by lower expenses.Is New 90 Day High Low • Mar 12New 90-day low: CN¥51.05The company is down 30% from its price of CN¥73.37 on 11 December 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥8.88 per share.Major Estimate Revision • Feb 26Analysts increase revenue estimates to CN¥1.23bThe 2021 consensus revenue estimate increased from CN¥1.10b. Earning per share (EPS) estimate also increased from CN¥1.15 to CN¥1.24 for the same period. Net income is expected to grow by 62% next year compared to 60% growth forecast for the Software industry in China. The consensus price target was lowered from CN¥88.31 to CN¥87.87. Share price is down by 3.1% to CN¥52.92 over the past week.Is New 90 Day High Low • Jan 24New 90-day low: CN¥62.76The company is down 4.0% from its price of CN¥65.54 on 26 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.19 per share.お知らせ • Jul 09ArcSoft Corporation Limited to Report First Half, 2020 Results on Aug 25, 2020ArcSoft Corporation Limited announced that they will report first half, 2020 results on Aug 25, 2020業績と収益の成長予測SHSE:688088 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,575557N/A779312/31/20271,422442270346612/31/20261,06632066544243/31/2026941263154166N/A12/31/2025923258189208N/A9/30/2025869230140160N/A6/30/2025845204105122N/A3/31/20258411924562N/A12/31/2024815177-3111N/A9/30/202474196N/AN/AN/A6/30/2024711101N/AN/AN/A3/31/202469396N/AN/AN/A12/31/202367090N/AN/AN/A9/30/20236448669148N/A6/30/20236105265173N/A3/31/20235576119141N/A12/31/202253258-8345N/A9/30/202251772-70114N/A6/30/2022535111-12185N/A3/31/2022559110-12869N/A12/31/202157314120191N/A9/30/20216291649133N/A6/30/202166821965160N/A3/31/2021669258119235N/A12/31/202068325118128N/A9/30/202065227876188N/A6/30/202060423387180N/A3/31/2020604229202245N/A12/31/2019564210N/A209N/A9/30/2019536181N/A212N/A6/30/2019535198N/A269N/A3/31/2019487152N/A228N/A12/31/2018458158N/A248N/A12/31/201734686N/A83N/A12/31/201626180N/A-15N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 688088の予測収益成長率 (年間27.1% ) は 貯蓄率 ( 2.4% ) を上回っています。収益対市場: 688088の収益 ( 27.1% ) はCN市場 ( 26.8% ) よりも速いペースで成長すると予測されています。高成長収益: 688088の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 688088の収益 ( 20% ) CN市場 ( 16.3% ) よりも速いペースで成長すると予測されています。高い収益成長: 688088の収益 ( 20% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 688088の 自己資本利益率 は、3年後には低くなると予測されています ( 13.6 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 08:00終値2026/06/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ArcSoft Corporation Limited 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Yan Jing WuChina Galaxy Securities Co., Ltd.Jingyu ZhuChina International Capital Corporation LimitedYou You LiuChina Stock Investment Research Co. Ltd. (GZ500..com)7 その他のアナリストを表示
Price Target Changed • May 04Price target decreased by 9.6% to CN¥60.40Down from CN¥66.79, the current price target is an average from 2 analysts. New target price is 42% above last closing price of CN¥42.60. Stock is down 6.0% over the past year. The company is forecast to post earnings per share of CN¥0.80 for next year compared to CN¥0.64 last year.
Price Target Changed • Dec 18Price target increased by 14% to CN¥67.89Up from CN¥59.52, the current price target is an average from 2 analysts. New target price is 44% above last closing price of CN¥47.06. Stock is up 23% over the past year. The company is forecast to post earnings per share of CN¥0.62 for next year compared to CN¥0.44 last year.
Price Target Changed • Aug 26Price target increased by 17% to CN¥55.60Up from CN¥47.71, the current price target is an average from 3 analysts. New target price is 5.4% above last closing price of CN¥52.74. Stock is up 122% over the past year. The company is forecast to post earnings per share of CN¥0.68 for next year compared to CN¥0.44 last year.
Major Estimate Revision • Jan 17Consensus EPS estimates increase by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥815.3m to CN¥825.1m. EPS estimate increased from CN¥0.317 to CN¥0.445 per share. Net income forecast to grow 129% next year vs 63% growth forecast for Software industry in China. Consensus price target up from CN¥39.51 to CN¥45.15. Share price rose 23% to CN¥45.05 over the past week.
Price Target Changed • Jan 17Price target increased by 8.6% to CN¥42.92Up from CN¥39.51, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥45.05. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥0.45 for next year compared to CN¥0.22 last year.
Price Target Changed • Oct 31Price target increased by 8.6% to CN¥40.49Up from CN¥37.30, the current price target is an average from 3 analysts. New target price is 16% above last closing price of CN¥34.83. Stock is up 1.2% over the past year. The company is forecast to post earnings per share of CN¥0.37 for next year compared to CN¥0.22 last year.
Price Target Changed • May 04Price target decreased by 9.6% to CN¥60.40Down from CN¥66.79, the current price target is an average from 2 analysts. New target price is 42% above last closing price of CN¥42.60. Stock is down 6.0% over the past year. The company is forecast to post earnings per share of CN¥0.80 for next year compared to CN¥0.64 last year.
Reported Earnings • Apr 21First quarter 2026 earnings released: EPS: CN¥0.13 (vs CN¥0.12 in 1Q 2025)First quarter 2026 results: EPS: CN¥0.13 (up from CN¥0.12 in 1Q 2025). Revenue: CN¥227.1m (up 8.5% from 1Q 2025). Net income: CN¥54.1m (up 8.9% from 1Q 2025). Profit margin: 24% (in line with 1Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 21ArcSoft Corporation Limited, Annual General Meeting, May 15, 2026ArcSoft Corporation Limited, Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: Floor A6, No. 392, Bingxing Road, Changhe Subdistrict, Binjiang District, Hangzhou, Zhejiang China
お知らせ • Mar 30ArcSoft Corporation Limited to Report Q1, 2026 Results on Apr 25, 2026ArcSoft Corporation Limited announced that they will report Q1, 2026 results on Apr 25, 2026
Reported Earnings • Feb 26Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: CN¥0.64 (up from CN¥0.44 in FY 2024). Revenue: CN¥923.0m (up 13% from FY 2024). Net income: CN¥257.7m (up 47% from FY 2024). Profit margin: 28% (up from 22% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 26ArcSoft Corporation Limited to Report Fiscal Year 2025 Results on Apr 25, 2026ArcSoft Corporation Limited announced that they will report fiscal year 2025 results on Apr 25, 2026
Price Target Changed • Dec 18Price target increased by 14% to CN¥67.89Up from CN¥59.52, the current price target is an average from 2 analysts. New target price is 44% above last closing price of CN¥47.06. Stock is up 23% over the past year. The company is forecast to post earnings per share of CN¥0.62 for next year compared to CN¥0.44 last year.
Reported Earnings • Oct 25Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: CN¥0.13 (up from CN¥0.07 in 3Q 2024). Revenue: CN¥217.2m (up 13% from 3Q 2024). Net income: CN¥53.2m (up 98% from 3Q 2024). Profit margin: 25% (up from 14% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 9.7%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
New Risk • Oct 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change).
お知らせ • Sep 30ArcSoft Corporation Limited to Report Q3, 2025 Results on Oct 25, 2025ArcSoft Corporation Limited announced that they will report Q3, 2025 results on Oct 25, 2025
Price Target Changed • Aug 26Price target increased by 17% to CN¥55.60Up from CN¥47.71, the current price target is an average from 3 analysts. New target price is 5.4% above last closing price of CN¥52.74. Stock is up 122% over the past year. The company is forecast to post earnings per share of CN¥0.68 for next year compared to CN¥0.44 last year.
Reported Earnings • Aug 20Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CN¥0.099 (up from CN¥0.062 in 2Q 2024). Revenue: CN¥201.1m (up 2.1% from 2Q 2024). Net income: CN¥38.9m (up 42% from 2Q 2024). Profit margin: 19% (up from 14% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 30ArcSoft Corporation Limited to Report First Half, 2025 Results on Aug 19, 2025ArcSoft Corporation Limited announced that they will report first half, 2025 results on Aug 19, 2025
Reported Earnings • Apr 15Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: CN¥0.44 (up from CN¥0.22 in FY 2023). Revenue: CN¥815.2m (up 22% from FY 2023). Net income: CN¥176.7m (up 97% from FY 2023). Profit margin: 22% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 15ArcSoft Corporation Limited, Annual General Meeting, May 15, 2025ArcSoft Corporation Limited, Annual General Meeting, May 15, 2025, at 14:30 China Standard Time. Location: Floor A6, No. 392, Bingxing Road, Changhe Subdistrict, Binjiang District, Hangzhou, Zhejiang China
New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Mar 28ArcSoft Corporation Limited to Report Q1, 2025 Results on Apr 15, 2025ArcSoft Corporation Limited announced that they will report Q1, 2025 results on Apr 15, 2025
Reported Earnings • Mar 02Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: CN¥0.44 (up from CN¥0.22 in FY 2023). Revenue: CN¥815.2m (up 22% from FY 2023). Net income: CN¥175.2m (up 96% from FY 2023). Profit margin: 22% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 10ArcSoft Corporation Limited's (SHSE:688088) P/S Is Still On The Mark Following 43% Share Price BounceThe ArcSoft Corporation Limited ( SHSE:688088 ) share price has done very well over the last month, posting an...
Major Estimate Revision • Jan 17Consensus EPS estimates increase by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥815.3m to CN¥825.1m. EPS estimate increased from CN¥0.317 to CN¥0.445 per share. Net income forecast to grow 129% next year vs 63% growth forecast for Software industry in China. Consensus price target up from CN¥39.51 to CN¥45.15. Share price rose 23% to CN¥45.05 over the past week.
Price Target Changed • Jan 17Price target increased by 8.6% to CN¥42.92Up from CN¥39.51, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥45.05. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥0.45 for next year compared to CN¥0.22 last year.
お知らせ • Dec 27ArcSoft Corporation Limited to Report Fiscal Year 2024 Results on Apr 19, 2025ArcSoft Corporation Limited announced that they will report fiscal year 2024 results on Apr 19, 2025
分析記事 • Dec 26Why Investors Shouldn't Be Surprised By ArcSoft Corporation Limited's (SHSE:688088) 25% Share Price SurgeArcSoft Corporation Limited ( SHSE:688088 ) shares have continued their recent momentum with a 25% gain in the last...
分析記事 • Nov 27Investors Could Be Concerned With ArcSoft's (SHSE:688088) Returns On CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Price Target Changed • Oct 31Price target increased by 8.6% to CN¥40.49Up from CN¥37.30, the current price target is an average from 3 analysts. New target price is 16% above last closing price of CN¥34.83. Stock is up 1.2% over the past year. The company is forecast to post earnings per share of CN¥0.37 for next year compared to CN¥0.22 last year.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.081 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.07 (down from CN¥0.081 in 3Q 2023). Revenue: CN¥192.8m (up 19% from 3Q 2023). Net income: CN¥26.8m (down 15% from 3Q 2023). Profit margin: 14% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 13ArcSoft Corporation Limited (SHSE:688088) Stocks Shoot Up 32% But Its P/S Still Looks ReasonableArcSoft Corporation Limited ( SHSE:688088 ) shares have had a really impressive month, gaining 32% after a shaky period...
New Risk • Sep 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change).
お知らせ • Sep 30ArcSoft Corporation Limited to Report Q3, 2024 Results on Oct 30, 2024ArcSoft Corporation Limited announced that they will report Q3, 2024 results on Oct 30, 2024
分析記事 • Sep 02There May Be Underlying Issues With The Quality Of ArcSoft's (SHSE:688088) EarningsArcSoft Corporation Limited ( SHSE:688088 ) just reported some strong earnings, and the market reacted accordingly with...
Reported Earnings • Aug 27Second quarter 2024 earnings released: EPS: CN¥0.062 (vs CN¥0.051 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.062 (up from CN¥0.051 in 2Q 2023). Revenue: CN¥197.0m (up 10% from 2Q 2023). Net income: CN¥27.3m (up 25% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
分析記事 • Jul 15ArcSoft's (SHSE:688088) Returns On Capital Not Reflecting Well On The BusinessFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Jun 28ArcSoft Corporation Limited to Report First Half, 2024 Results on Aug 27, 2024ArcSoft Corporation Limited announced that they will report first half, 2024 results on Aug 27, 2024
Major Estimate Revision • Apr 25Consensus EPS estimates fall by 30%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥868.1m to CN¥846.7m. EPS estimate also fell from CN¥0.523 per share to CN¥0.365 per share. Net income forecast to grow 75% next year vs 66% growth forecast for Software industry in China. Consensus price target down from CN¥40.21 to CN¥35.70. Share price rose 8.4% to CN¥29.91 over the past week.
Reported Earnings • Apr 20First quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2024 results: EPS: CN¥0.09 (up from CN¥0.07 in 1Q 2023). Revenue: CN¥183.9m (up 14% from 1Q 2023). Net income: CN¥34.2m (up 21% from 1Q 2023). Profit margin: 19% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 20ArcSoft Corporation Limited, Annual General Meeting, May 10, 2024ArcSoft Corporation Limited, Annual General Meeting, May 10, 2024, at 14:30 China Standard Time. Location: Floor A6, No. 392, Bingxing Road, Changhe Subdistrict, Binjiang District, Hangzhou, Zhejiang China
分析記事 • Apr 18ArcSoft Corporation Limited's (SHSE:688088) 26% Cheaper Price Remains In Tune With RevenuesArcSoft Corporation Limited ( SHSE:688088 ) shareholders won't be pleased to see that the share price has had a very...
お知らせ • Mar 30ArcSoft Corporation Limited to Report Q1, 2024 Results on Apr 27, 2024ArcSoft Corporation Limited announced that they will report Q1, 2024 results on Apr 27, 2024
分析記事 • Mar 04ArcSoft Corporation Limited's (SHSE:688088) Shares Climb 30% But Its Business Is Yet to Catch UpArcSoft Corporation Limited ( SHSE:688088 ) shareholders are no doubt pleased to see that the share price has bounced...
Reported Earnings • Feb 27Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: CN¥0.22 (up from CN¥0.14 in FY 2022). Revenue: CN¥670.3m (up 26% from FY 2022). Net income: CN¥89.6m (up 55% from FY 2022). Profit margin: 13% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Feb 05Consensus EPS estimates fall by 17%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥681.2m to CN¥669.7m. EPS estimate also fell from CN¥0.313 per share to CN¥0.26 per share. Net income forecast to grow 123% next year vs 90% growth forecast for Software industry in China. Consensus price target down from CN¥49.11 to CN¥42.04. Share price fell 25% to CN¥22.21 over the past week.
Price Target Changed • Feb 03Price target decreased by 9.4% to CN¥44.51Down from CN¥49.11, the current price target is an average from 3 analysts. New target price is 78% above last closing price of CN¥25.00. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.14 last year.
お知らせ • Dec 29ArcSoft Corporation Limited to Report Fiscal Year 2023 Results on Apr 27, 2024ArcSoft Corporation Limited announced that they will report fiscal year 2023 results on Apr 27, 2024
Major Estimate Revision • Oct 20Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥727.8m to CN¥686.4m. EPS estimate also fell from CN¥0.36 per share to CN¥0.317 per share. Net income forecast to grow 280% next year vs 77% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥46.57. Share price fell 7.1% to CN¥36.97 over the past week.
Reported Earnings • Aug 16Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: CN¥0.051 (down from CN¥0.081 in 2Q 2022). Revenue: CN¥178.8m (up 42% from 2Q 2022). Net income: CN¥21.9m (down 30% from 2Q 2022). Profit margin: 12% (down from 25% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 44%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Price Target Changed • Aug 10Price target increased by 13% to CN¥43.50Up from CN¥38.60, the current price target is an average from 3 analysts. New target price is 18% above last closing price of CN¥36.97. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of CN¥0.38 for next year compared to CN¥0.14 last year.
お知らせ • Jun 28ArcSoft Corporation Limited to Report First Half, 2023 Results on Aug 16, 2023ArcSoft Corporation Limited announced that they will report first half, 2023 results on Aug 16, 2023
Major Estimate Revision • May 02Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥749.3m to CN¥715.3m. EPS estimate also fell from CN¥0.47 per share to CN¥0.377 per share. Net income forecast to grow 197% next year vs 70% growth forecast for Software industry in China. Consensus price target up from CN¥32.04 to CN¥37.17. Share price rose 10% to CN¥35.74 over the past week.
Price Target Changed • Apr 30Price target increased by 16% to CN¥37.17Up from CN¥32.04, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥35.74. Stock is up 58% over the past year. The company is forecast to post earnings per share of CN¥0.38 for next year compared to CN¥0.14 last year.
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.06 in 1Q 2022)First quarter 2023 results: EPS: CN¥0.07 (up from CN¥0.06 in 1Q 2022). Revenue: CN¥161.4m (up 18% from 1Q 2022). Net income: CN¥28.2m (up 15% from 1Q 2022). Profit margin: 18% (in line with 1Q 2022). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Jan 26Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2022 has deteriorated. 2022 revenue forecast decreased from CN¥543.1m to CN¥532.3m. EPS estimate also fell from CN¥0.287 per share to CN¥0.217 per share. Net income forecast to grow 137% next year vs 77% growth forecast for Software industry in China. Consensus price target down from CN¥31.96 to CN¥30.96. Share price was steady at CN¥25.44 over the past week.
Major Estimate Revision • Nov 04Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥557.6m to CN¥532.2m. EPS estimate also fell from CN¥0.37 per share to CN¥0.28 per share. Net income forecast to grow 174% next year vs 75% growth forecast for Software industry in China. Consensus price target down from CN¥33.10 to CN¥32.42. Share price rose 7.0% to CN¥26.25 over the past week.
Reported Earnings • Oct 30Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: CN¥0.006 loss per share (down from CN¥0.09 profit in 3Q 2021). Revenue: CN¥128.5m (down 12% from 3Q 2021). Net loss: CN¥2.46m (down 107% from profit in 3Q 2021). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Sep 01Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥669.1m to CN¥603.0m. EPS estimate also fell from CN¥0.42 per share to CN¥0.37 per share. Net income forecast to grow 81% next year vs 62% growth forecast for Software industry in China. Consensus price target down from CN¥33.34 to CN¥32.59. Share price fell 6.0% to CN¥26.80 over the past week.
Reported Earnings • Aug 26Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: CN¥0.081 (up from CN¥0.072 in 2Q 2021). Revenue: CN¥125.8m (down 16% from 2Q 2021). Net income: CN¥31.2m (up 3.2% from 2Q 2021). Profit margin: 25% (up from 20% in 2Q 2021). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 14%. Over the next year, revenue is forecast to grow 47%, compared to a 32% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 22% per year.
Major Estimate Revision • May 05Consensus revenue estimates fall by 14%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥802.1m to CN¥689.0m. EPS estimate fell from CN¥0.51 to CN¥0.42 per share. Net income forecast to grow 54% next year vs 52% growth forecast for Software industry in China. Consensus price target down from CN¥46.55 to CN¥35.30. Share price rose 5.5% to CN¥22.65 over the past week.
Price Target Changed • May 03Price target decreased to CN¥35.30Down from CN¥46.55, the current price target is an average from 4 analysts. New target price is 56% above last closing price of CN¥22.65. Stock is down 46% over the past year. The company is forecast to post earnings per share of CN¥0.42 for next year compared to CN¥0.35 last year.
Reported Earnings • Apr 29First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: CN¥0.06 (down from CN¥0.14 in 1Q 2021). Revenue: CN¥136.4m (down 9.4% from 1Q 2021). Net income: CN¥24.5m (down 56% from 1Q 2021). Profit margin: 18% (down from 37% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 45%. Over the next year, revenue is forecast to grow 39%, compared to a 33% growth forecast for the industry in China.
Major Estimate Revision • Mar 04Consensus revenue estimates fall by 22%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥962.7m to CN¥750.6m. EPS estimate fell from CN¥0.74 to CN¥0.51 per share. Net income forecast to grow 35% next year vs 48% growth forecast for Software industry in China. Consensus price target down from CN¥53.30 to CN¥48.05. Share price fell 12% to CN¥33.05 over the past week.
Price Target Changed • Mar 03Price target decreased to CN¥48.05Down from CN¥53.30, the current price target is an average from 4 analysts. New target price is 38% above last closing price of CN¥34.80. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥0.51 for next year compared to CN¥0.37 last year.
Reported Earnings • Feb 28Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: EPS: CN¥0.37 (down from CN¥0.62 in FY 2020). Revenue: CN¥573.0m (down 16% from FY 2020). Net income: CN¥151.4m (down 40% from FY 2020). Profit margin: 26% (down from 37% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.2%. Earnings per share (EPS) also missed analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 68%, compared to a 33% growth forecast for the industry in China.
Reported Earnings • Oct 31Third quarter 2021 earnings released: EPS CN¥0.09 (vs CN¥0.23 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥145.9m (down 21% from 3Q 2020). Net income: CN¥36.5m (down 60% from 3Q 2020). Profit margin: 25% (down from 50% in 3Q 2020). The decrease in margin was primarily driven by lower revenue.
Reported Earnings • Aug 24Second quarter 2021 earnings released: EPS CN¥0.072 (vs CN¥0.17 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: CN¥150.1m (flat on 2Q 2020). Net income: CN¥30.2m (down 56% from 2Q 2020). Profit margin: 20% (down from 46% in 2Q 2020).
Price Target Changed • Apr 28Price target decreased to CN¥78.90Down from CN¥88.31, the current price target is an average from 4 analysts. New target price is 86% above last closing price of CN¥42.32. Stock is down 25% over the past year.
Reported Earnings • Apr 27First quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.12 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: CN¥150.6m (down 8.8% from 1Q 2020). Net income: CN¥55.6m (up 13% from 1Q 2020). Profit margin: 37% (up from 30% in 1Q 2020). The increase in margin was driven by lower expenses.
Is New 90 Day High Low • Mar 12New 90-day low: CN¥51.05The company is down 30% from its price of CN¥73.37 on 11 December 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥8.88 per share.
Major Estimate Revision • Feb 26Analysts increase revenue estimates to CN¥1.23bThe 2021 consensus revenue estimate increased from CN¥1.10b. Earning per share (EPS) estimate also increased from CN¥1.15 to CN¥1.24 for the same period. Net income is expected to grow by 62% next year compared to 60% growth forecast for the Software industry in China. The consensus price target was lowered from CN¥88.31 to CN¥87.87. Share price is down by 3.1% to CN¥52.92 over the past week.
Is New 90 Day High Low • Jan 24New 90-day low: CN¥62.76The company is down 4.0% from its price of CN¥65.54 on 26 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.19 per share.
お知らせ • Jul 09ArcSoft Corporation Limited to Report First Half, 2020 Results on Aug 25, 2020ArcSoft Corporation Limited announced that they will report first half, 2020 results on Aug 25, 2020