Bilibili Inc.

NasdaqGS:BILI 株式レポート

時価総額：US$9.2b

Bilibili 将来の成長

Future 基準チェック /36

Bilibili利益と収益がそれぞれ年間25.9%と8.1%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16.4% 25.9%なると予測されています。

主要情報

25.9%

収益成長率

25.95%

EPS成長率

Interactive Media and Services 収益成長12.3%
収益成長率8.1%
将来の株主資本利益率16.38%
アナリストカバレッジ

Good

最終更新日04 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • Apr 21

BILI: AI Engagement And Margin Execution Will Support Higher Future Fair Value

The updated analyst price target for Bilibili now points to a slightly lower fair value of about $37.90 per share versus $38.81 previously, as analysts factor in higher expected revenue growth and profit margins, along with a lower future P/E assumption and a modestly higher discount rate following recent upgrades that cite AI investment and user engagement trends. Analyst Commentary Recent Street research has tilted more positive on Bilibili, with several bullish analysts shifting their views to more constructive stances and updating price targets.
Seeking Alpha • Apr 15

Bilibili: Stock's Risk/Reward Is Completely Different From Last Year

Summary Bilibili delivered Q4 2025 earnings in line with expectations, with standout 27% YoY growth in advertising revenue. User base growth remains limited; current margin driver remains advertising, with ad efficiency still lagging peers. Gaming revenue shows no meaningful growth prospects post-San Mou release, presenting ongoing challenges for this segment. Segment revenue declined by 14.3% in Q4. Gaming is by far the biggest driver of margins. Until there is meaningful progress, I am continuing with my "hold" rating. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • Jul 09

Is It Time To Consider Buying Bilibili Inc. (NASDAQ:BILI)?

Bilibili Inc. ( NASDAQ:BILI ), is not the largest company out there, but it saw a significant share price rise of 52...
Seeking Alpha • Apr 18

Bilibili: Still A Buy With A Vast Runway For User Expansion In The Massive Chinese Market

Summary Bilibili is poised to benefit from the shift towards local Chinese content and the rise of social commerce, creating a strong user momentum and monetization potential. The company continues to grow users as well as time spent on the Bilibili platform. It has a massive runway for growth, with current penetration at less than 10% of the Chinese population. Bilibili's mobile gaming segment is rapidly expanding, contributing significantly to revenue and drawing more users to its platform. The stock trades at just over 1x forward revenue, less than local peers like Alibaba and substantially less than U.S. Internet giants. Read the full article on Seeking 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
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新しいナラティブ • 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
Seeking Alpha • Jan 22

Bilibili: A Mix Of Positives And Negatives

Summary The two major positives for Bilibili are the growth prospects of the company's advertising business and the growing stickiness of its user base for the platform. BILI's key negatives relate to the stock's shareholder capital return and profitability expectations. Bilibili has a fair share of both positive and negatives, and this explains why I have a neutral view of the name. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:BILI - 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
12/31/202839,6723,7714,9849,19822
12/31/202736,3442,7445,5907,80135
12/31/202633,1941,8253,3606,76435
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
3/31/20207,720-1,638-1,093464N/A
12/31/20196,778-1,289-1,370195N/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

アナリストによる今後の成長予測

収入対貯蓄率: BILIの予測収益成長率 (年間25.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: BILIの収益 ( 25.9% ) はUS市場 ( 16.7% ) 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: BILI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: BILIの収益 ( 8.1% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: BILIの収益 ( 8.1% ) 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: BILI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 ( 16.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/11 04:08
終値2026/05/11 00:00
収益2025/12/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Bilibili Inc. 35 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。57

アナリスト機関
Tianli WenAletheia Analyst Network Limited
Jiong ShaoBarclays
Yanfang JiangBenchmark Company