JOYY（JOYY）株式概要
JOYY株式会社は、その子会社とともに、ソーシャルプロダクツマトリックスとコミュニケーションテクノロジーの提供に従事している。 詳細
JOYY Community Fair Values
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Analyst Price Targets
JOYY Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$77.26 |
| 52週高値 | US$80.90 |
| 52週安値 | US$54.24 |
| ベータ | 0.47 |
| 1ヶ月の変化 | 5.81% |
| 3ヶ月変化 | 12.22% |
| 1年変化 | 23.56% |
| 3年間の変化 | 101.20% |
| 5年間の変化 | 41.14% |
| IPOからの変化 | 583.11% |
最新ニュース
ナラティブ更新 • Sep 10
JOYY: Shareholder Returns And Non Livestreaming Shift Will Drive Bullish Repricing
JOYY's updated analyst price target has moved higher from about $78 to $88. This reflects analysts' view that recent Q2 results, improving profitability, and expectations for continued growth in areas like Bigo Ads and live streaming support a stronger valuation.
ナラティブ更新 • Aug 27
JOYY: 2026 Cash Returns And Ads Momentum Will Test Earnings Durability
JOYY's updated fair value estimate increases from $66.28 to $69.80 as analysts lift price targets into the $74 to $98 range, citing stronger Q2 profitability, accelerating revenue across key businesses, and a more confident view on Bigo Ads and shareholder returns. Analyst Commentary Recent research on JOYY reflects a more constructive tone on near term fundamentals, with several large firms raising price targets following the Q2 report.Seeking Alpha • Aug 26
JOYY: Growth Is Back, Quality Lags
Summary JOYY Inc. delivered its fastest revenue growth in years, with Q2 2026 revenue up 16.3% YoY and non-GAAP operating income up 28.2%. I maintain a buy rating with a $91.8 ADR price target, reflecting over 20% upside, supported by a robust cash position and sustainable free cash flow. Social Entertainment is recovering with accelerating growth, while Bigo Ads' top-line surge is offset by stagnant gross profit and margin compression. JOYY continues aggressive capital returns, with $216m in buybacks, $142m in dividends YTD, and a $1.55 quarterly dividend declared for Q2 2026. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Sep 10
JOYY: Shareholder Returns And Non Livestreaming Shift Will Drive Bullish Repricing
JOYY's updated analyst price target has moved higher from about $78 to $88. This reflects analysts' view that recent Q2 results, improving profitability, and expectations for continued growth in areas like Bigo Ads and live streaming support a stronger valuation.ナラティブ更新 • Aug 27
JOYY: 2026 Cash Returns And Ads Momentum Will Test Earnings Durability
JOYY's updated fair value estimate increases from $66.28 to $69.80 as analysts lift price targets into the $74 to $98 range, citing stronger Q2 profitability, accelerating revenue across key businesses, and a more confident view on Bigo Ads and shareholder returns. Analyst Commentary Recent research on JOYY reflects a more constructive tone on near term fundamentals, with several large firms raising price targets following the Q2 report.Seeking Alpha • Aug 26
JOYY: Growth Is Back, Quality Lags
Summary JOYY Inc. delivered its fastest revenue growth in years, with Q2 2026 revenue up 16.3% YoY and non-GAAP operating income up 28.2%. I maintain a buy rating with a $91.8 ADR price target, reflecting over 20% upside, supported by a robust cash position and sustainable free cash flow. Social Entertainment is recovering with accelerating growth, while Bigo Ads' top-line surge is offset by stagnant gross profit and margin compression. JOYY continues aggressive capital returns, with $216m in buybacks, $142m in dividends YTD, and a $1.55 quarterly dividend declared for Q2 2026. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 13
JOYY: Future Capital Returns And Live Streaming Strength Will Drive Upside
The analyst price target for JOYY has been revised from $92.00 to about $97.03. Analysts attribute this change to stronger assumptions for revenue growth and a higher future P/E multiple, partly offset by slightly lower profit margin expectations and a modestly higher discount rate.ナラティブ更新 • Jun 16
JOYY: Stock Outlook Balances 2026 Cash Returns With Earnings Volatility
Analysts have lifted their price target for JOYY stock by about $2.28. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margins and the P/E multiple they apply to future earnings.ナラティブ更新 • Jun 02
JOYY: Capital Returns And Advertising Recovery Will Drive Future Equity Upside
Analysts have trimmed JOYY's price target to $92 from $94.74, pointing to a shift toward fundamentals as they weigh expectations for higher revenue growth, stronger profit margins, and a lower future P/E profile following recent Street research. What's in the News JOYY reported 12.4% year over year revenue growth in Q1 2026, with contributions from social entertainment, advertising, and e commerce segments.ナラティブ更新 • May 05
JOYY: 2026 Topline And Profit Execution Will Drive Bullish Repricing
Analysts nudged the JOYY fair value estimate slightly lower, trimming the implied price target by about $0.17. They cited expectations that the stock story could gradually pivot toward fundamentals as topline and adjusted operating profit trends evolve.ナラティブ更新 • Apr 21
JOYY: Fundamentals Reset And 2026 Cash Returns And Profit Trends Will Shape Outlook
Narrative Update on JOYY The analyst price target for JOYY is now set at $80, with analysts pointing to a reset valuation, a shift toward fundamentals, and expectations for revived topline and adjusted operating profit growth in 2026 as key drivers of the updated view. Analyst Commentary Recent commentary highlights a reset in expectations for JOYY, with the current US$80 price target framed around a shift away from a yield focused story toward one that is more closely tied to fundamentals.ナラティブ更新 • Apr 06
JOYY: Fundamentals Reset And 2026 Profit Revival Prospects Will Shape Balanced Outlook
Narrative Update on JOYY Analysts have kept JOYY's fair value view steady at $64.00 while updating their assumptions, citing recent Street research that highlights an $80.00 target and a potential shift in the story toward fundamentals as topline and adjusted operating profit growth are expected to revive in 2026. Analyst Commentary Recent Street research frames JOYY as being in the middle of a narrative reset, with attention shifting toward whether the business can support a fundamentals-driven story after the valuation reset in 2025.ナラティブ更新 • Mar 23
JOYY: Fundamentals-Led 2026 Profit Rebound Will Support Bullish Case
Analysts have lifted their average price target on JOYY to about $78 from roughly $77, indicating expectations that a shift toward fundamentals and potential improvement in topline and adjusted operating profit in 2026 could support the shares over time. Analyst Commentary Bullish Takeaways Bullish analysts see the shift from a yield-centric story to one anchored on fundamentals as a potential support for a higher valuation multiple over time.ナラティブ更新 • Mar 09
JOYY: Higher Implied Upside Will Support Continued Bullish Case
Analysts now see JOYY's fair value at roughly $76.64 per share, up from about $75.98. This reflects small tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that modestly lift their price target.ナラティブ更新 • Feb 23
JOYY: Higher Profit Assumptions And Lower P/E Will Shape Balanced Outlook
Analysts have revised their price target for JOYY to $64.00 from $37.18, citing updated assumptions around revenue growth, profit margins, the discount rate, and a lower future P/E multiple as key drivers of the change. Valuation Changes Fair Value: updated from $37.18 to $64.00, indicating a large upward reset in the implied valuation range.ナラティブ更新 • Feb 08
JOYY: Advertising Upswing And Capital Returns Will Support Future Equity Upside
Analysts have raised their price targets on JOYY to a range of about $66 to $70, citing updated forecasts that indicate a more positive outlook for the advertising business and expectations of stronger Q4 advertising momentum. Analyst Commentary Bullish analysts are leaning into a more constructive view on JOYY, pointing to advertising as the key driver behind recent target price increases and a firmer valuation for the core business.ナラティブ更新 • Jan 25
JOYY: Q4 Advertising Strength And Capital Returns Will Support Core Earnings
Narrative Update The analyst price target for JOYY has been revised modestly to US$94.74 from US$97.00. Analysts cited updated forecasts that factor in stronger recent advertising momentum, expectations for Q4 acceleration and a higher valuation on the core advertising business.分析記事 • Jan 22
Is Now The Time To Put JOYY (NASDAQ:JOYY) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...ナラティブ更新 • Jan 10
JOYY: Stronger Q4 Advertising Momentum And Buybacks Will Support Upside Potential
Analysts have raised their fair value estimate for JOYY from US$72.67 to US$75.98, citing updated Q3 forecasts that indicate stronger advertising momentum, a more positive outlook for core advertising revenue in Q4, and revised P/E assumptions. Analyst Commentary Recent research updates point to a more constructive tone around JOYY, with higher price targets and refreshed models tied closely to Q3 results and expectations for Q4 advertising trends.ナラティブ更新 • Dec 25
JOYY: Q4 Advertising Momentum Will Drive Stronger Core Earnings Power
Analysts have raised their fair value estimate for JOYY from approximately $72 to about $97 per share, citing stronger than expected Q3 results and a significantly brighter outlook for advertising driven revenue and growth into Q4. Analyst Commentary Bullish analysts are pointing to JOYY's stronger than expected Q3 performance and improving advertising trends as key drivers behind recent upward revisions to price targets.ナラティブ更新 • Dec 11
JOYY: Accelerating Advertising Momentum Will Drive Stronger Q4 Performance
Analysts nudged up their price target for JOYY from approximately $69.82 to about $72.67, citing stronger than expected Q3 results and a more robust, accelerating advertising business that supports higher revenue growth assumptions, despite slightly lower margin forecasts. Analyst Commentary Following the Q3 report, bullish analysts highlighted that the performance reinforced confidence in JOYY's core operations and justified higher valuation multiples, particularly for the advertising segment.ナラティブ更新 • Nov 27
JOYY: Improved Advertising Outlook Will Drive Q4 Momentum Amid Persistent Execution Risks
Analysts have raised their price target for JOYY from $62.56 to $69.82, citing improved advertising momentum and stronger revenue growth forecasts following recent quarterly results. Analyst Commentary Following JOYY's recent quarterly results, analysts have updated their outlook and price targets, reflecting both optimism and ongoing caution regarding the company's business trajectory.ナラティブ更新 • Nov 12
JOYY: Future Prospects Appear Balanced With Attention On Live Streaming Recovery
Analysts have raised JOYY's price target from $59.69 to $62.56, citing improved growth prospects and the company's undervalued stock, driven by potential catalysts in its live streaming and advertising businesses. Analyst Commentary Bullish Takeaways Bullish analysts highlight that JOYY's live streaming business appears to have reached a trough.ナラティブ更新 • Oct 29
Opportunities In Advertising Will Face Competitive Risks Over The Next Quarter
Narrative Update on JOYY: Analyst Price Target Adjustment Analysts have maintained JOYY's fair value estimate at $59.69 per share. They cite renewed optimism in the company's live streaming and advertising growth prospects as reasons for their unchanged outlook.ナラティブ更新 • Oct 14
Global Expansion Will Crumble Under Regulatory And Demographic Pressures
Analysts have raised JOYY's price target from $56.88 to $59.69, citing an improved outlook as the company's live streaming business stabilizes and advertising emerges as a potential growth driver. Analyst Commentary Bullish Takeaways Bullish analysts highlight that JOYY's live streaming business appears to have stabilized, reducing downside risk to earnings and providing a firmer foundation for future growth.分析記事 • Sep 09
Revenues Not Telling The Story For JOYY Inc. (NASDAQ:JOYY) After Shares Rise 26%
JOYY Inc. ( NASDAQ:JOYY ) shareholders have had their patience rewarded with a 26% share price jump in the last month...ナラティブ更新 • Aug 29
Global Expansion Will Crumble Under Regulatory And Demographic Pressures
The consensus price target for JOYY has increased to $55.12, primarily driven by improved revenue growth forecasts and a higher expected future P/E multiple. What's in the News Repurchased 830,000 shares (1.6% of shares) for $36.5 million, completing previously announced buyback.分析記事 • Jul 25
Here's Why JOYY (NASDAQ:JOYY) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...新しいナラティブ • Jul 21
Overvaluation Assumptions Will Crumble Amid Regulatory And Geopolitical Challenges
Aggressive growth and valuation expectations may be challenged by regulatory risks, global competition, and shifting user preferences toward decentralized platforms.分析記事 • Jun 28
What JOYY Inc.'s (NASDAQ:JOYY) P/S Is Not Telling You
There wouldn't be many who think JOYY Inc.'s ( NASDAQ:JOYY ) price-to-sales (or "P/S") ratio of 1.2x is worth a mention...分析記事 • May 29
JOYY Inc. (NASDAQ:JOYY) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
It's been a pretty great week for JOYY Inc. ( NASDAQ:JOYY ) shareholders, with its shares surging 12% to US$48.21 in...分析記事 • May 03
JOYY (NASDAQ:JOYY) Could Easily Take On More Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Mar 10
JOYY Inc.'s (NASDAQ:YY) Price Is Out Of Tune With Revenues
There wouldn't be many who think JOYY Inc.'s ( NASDAQ:YY ) price-to-sales (or "P/S") ratio of 1.2x is worth a mention...Seeking Alpha • Feb 28
JOYY Still Undervalued After YY Live Sale To Baidu
Summary JOYY's deal to sell YY Live to Baidu finally closed. JOYY got an additional $240 million cash payout. Bigo Live's temporary app store removal will likely hurt near term results, but investors will look past this. Likee briefly benefited from the TikTok ban, but downloads petered out quickly. Now TikTok is back & Likee has similar usage as before. I believe JOYY is worth $111 per share, making it a buy. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
JOYY Accelerates The Buyback Bazooka
Summary JOYY stock surged 21% in 2 days due to its significant buyback increase in Q3. Despite headline numbers appearing weak, the report aligns with management's goal to shift the business to markets with high monetization potential. Management is strategically shifting focus from China to developed markets. It is cutting marketing expenses to drive bottom line improvement. JOYY stock's valuation remains attractive. I have a price target of ~$111.3 by year-end 2025, which is driven by cash returns and operational improvements. Even in a bearish case, my valuation target for YY stock is $65.1, which is a significant upside from Friday's close of $40.66. Read the full article on Seeking Alpha分析記事 • Oct 19
The Market Doesn't Like What It Sees From JOYY Inc.'s (NASDAQ:YY) Earnings Yet
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Seeking Alpha • Aug 30
JOYY Had A Sneaky Good Q2
Summary JOYY beat Q2 earnings and sales estimates. It only trades at 10.9x 2025 EPS estimates despite beating estimates 100% of the time in the past 2 years. The company has $2.7 billion more in assets (net of goodwill) than liabilities, yet only has a $2 billion market cap. Developed country sales were up 32%. This is now 54% of the business. The BIGO audience network had 12.8% sequential sales growth. It is emerging as a key powerhouse of the Group. JOYY has 25% fewer basic shares outstanding than it did in Q1 2021, which shows the impact of its strong buyback. Its buyback was $71.4 million in Q2. Read the full article on Seeking Alpha分析記事 • Aug 27
Here's Why JOYY (NASDAQ:YY) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Jul 21
Calculating The Intrinsic Value Of JOYY Inc. (NASDAQ:YY)
Key Insights The projected fair value for JOYY is US$28.14 based on Dividend Discount Model Current share price of...株主還元
| JOYY | US Interactive Media and Services | US 市場 | |
|---|---|---|---|
| 7D | 3.0% | 1.3% | -0.9% |
| 1Y | 23.6% | 17.0% | 14.2% |
業界別リターン: JOYY過去 1 年間で17 % の収益を上げたUS Interactive Media and Services業界を上回りました。
リターン対市場: JOYY過去 1 年間で14.2 % の収益を上げたUS市場を上回りました。
価格変動
| JOYY volatility | |
|---|---|
| JOYY Average Weekly Movement | 2.9% |
| Interactive Media and Services Industry Average Movement | 8.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: JOYY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: JOYYの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2005 | 5,421 | Ting Li | joyy.sg |
株式会社JOYYは、子会社とともにソーシャルプロダクツマトリックスとコミュニケーションテクノロジーの提供に従事している。BIGO」と「その他」の2つのセグメントで事業を展開している。ソーシャルライブストリーミングプラットフォーム「BIGO Live」を運営し、ユーザーがライブストリーミングセッションを主催・視聴したり、人生の瞬間を共有したり、才能を披露したり、人々と交流したりできるインタラクティブなオンラインステージを提供している。また、ソーシャル・ネットワーキング・プラットフォームの「Hago」、音声と動画によるマルチユーザー・チャットルームや3Dバーチャル・インタラクティブ・パーティー・ゲームなどのソーシャル機能を統合したカジュアル・ゲームを提供する「Hago」、AIを活用したプログラマティック広告プラットフォームの「Bigo Ads」、ワンストップ・マーケティングとマネタイズ・ソリューションを提供する「Bigo Ads」、スマート・コマース・プラットフォームの「Shopline」も提供している。同社は北米、欧州、中東、東南アジア、および海外で事業を展開している。旧社名はYY Inc.で、2019年12月にJOYY Inc.に社名変更した。JOYY Inc.は2005年に設立され、シンガポールに本社を置いている。
JOYY Inc. 基礎のまとめ
| JOYY 基礎統計学 | |
|---|---|
| 時価総額 | US$3.78b |
| 収益（TTM） | -US$1.66b |
| 売上高(TTM) | US$2.27b |
1.7x
P/Sレシオ-2.3x
PER（株価収益率JOYY は割高か？
公正価値と評価分析を参照収益と収入
| JOYY 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.27b |
| 売上原価 | US$1.48b |
| 売上総利益 | US$789.66m |
| その他の費用 | US$2.45b |
| 収益 | -US$1.66b |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -33.87 |
| グロス・マージン | 34.81% |
| 純利益率 | -73.11% |
| 有利子負債／自己資本比率 | 0.7% |
JOYY の長期的なパフォーマンスは？
過去の実績と比較を見る| JOYY 配当日 | |
|---|---|
| 配当落ち日 | Sep 30 2026 |
| 配当支払日 | Oct 16 2026 |
| 配当落ちまでの日数 | 17 days |
| 配当支払日までの日数 | 33 days |
JOYY 配当は確実ですか？
JOYY 配当履歴とベンチマークを見る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 | 2026/09/13 08:29 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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
JOYY Inc. 15 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。32
| アナリスト | 機関 |
|---|---|
| Alicia Yap | Barclays |
| Lei Zhang | BofA Global Research |
| Yishi Chen | CCB International Securities Limited |