Weibo(WB)株式概要Weibo Corporationは、その子会社を通じて、中華人民共和国において人々がコンテンツを作成、発見、配信するためのソーシャルメディア・プラットフォームとして運営されている。 詳細WB ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績5/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より56.6%で取引されている 過去1年間で収益は49.3%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析今後3年間の収益は年平均2%減少すると予測されている。 すべてのリスクチェックを見るWB Community Fair Values Create NarrativeSee what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN12.8% overvaluedAnalystLowTarget•10d agoChina's Regulatory Scrutiny And Market Shifts Will Undermine Value4603AN39.6% undervaluedAnalystHighTarget•25d agoChina Urbanization And 5G Connectivity Will Expand Social Commerce4601AN29.3% undervaluedAnalystConsensusTarget•8mo agoAI Integration And Interest-Based Feeds Will Drive Digital Media Success12006Top Analyst NarrativesAN12.8% overvaluedAnalystLowTarget•10d agoChina's Regulatory Scrutiny And Market Shifts Will Undermine Value4603AN39.6% undervaluedAnalystHighTarget•25d agoChina Urbanization And 5G Connectivity Will Expand Social Commerce4601AN29.3% undervaluedAnalystConsensusTarget•8mo agoAI Integration And Interest-Based Feeds Will Drive Digital Media Success12006View all narrativesFeatured narrative•Media opportunityGiftifyabout 1 month ago author updated this narrativeLOFair Value from Lou_BaseneseUS$2.562.5% 割安 内在価値ディスカウントGiftify ($GIFT): A Small-Cap Incentives Platform with More ScaleThan Its Valuation SuggestsKey Takeaways Giftify (GIFT) is building an incentives and rewards platform anchored by CardCash, the nation’s leading secondary gift card marketplace, processing over $154 million in annual transaction volume. The global gift card market is projected at $680 billion in 2026, growing to $1,259 billion by 2031.Read full narrative1.8kusers have viewed this narrative6users have liked this narrative1users have commented on this narrative22users have followed this narrativeRead narrativeWeibo Corporation 競合他社AutohomeSymbol: NYSE:ATHMMarket cap: US$2.2bZoomInfo TechnologiesSymbol: NasdaqGS:GTMMarket cap: US$1.9bZiff DavisSymbol: NasdaqGS:ZDMarket cap: US$1.7bYelpSymbol: NYSE:YELPMarket cap: US$1.6b価格と性能株価の高値、安値、推移の概要Weibo過去の株価現在の株価US$8.4652週高値US$12.9652週安値US$8.10ベータ0.191ヶ月の変化-2.65%3ヶ月変化-16.98%1年変化-0.94%3年間の変化-47.19%5年間の変化-82.03%IPOからの変化-58.20%最新ニュースナラティブ更新 • Apr 30WB: Dividend And Board Actions Will Likely Shape Fairly Valued OutlookAnalysts have slightly lifted their price target for Weibo to $7.51 from $6.68, citing updated assumptions for revenue growth, profit margins around 21%, and a forward P/E of about 7.5x that they see as better reflecting the company’s risk profile and discount rate. What's in the News A board meeting is scheduled for March 18, 2026 to consider and approve unaudited financial results for the fourth quarter and fiscal year ended December 31, 2025 (Key Developments).お知らせ • Apr 27Weibo Corporation to Report Q1, 2026 Results on May 28, 2026Weibo Corporation announced that they will report Q1, 2026 results on May 28, 2026Reported Earnings • Apr 24Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.88 (up from US$1.27 in FY 2024). Revenue: US$1.76b (flat on FY 2024). Net income: US$449.0m (up 49% from FY 2024). Profit margin: 26% (up from 17% in FY 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.ナラティブ更新 • Apr 15WB: Dividend Initiation And Cash Returns Will Support Future UpsideAnalysts now set a lower Weibo price target of $14.00, down from $15.50, citing updated assumptions that combine higher expected revenue growth with a slightly lower profit margin outlook and a revised forward P/E multiple. What's in the News The board approved an annual cash dividend of US$0.61 per ordinary share and per ADS for the year ended December 31, 2025, with the total payout expected to be about US$150 million (company announcement).お知らせ • Apr 13Weibo Corporation, Annual General Meeting, May 27, 2026Weibo Corporation, Annual General Meeting, May 27, 2026, at 14:30 China Standard Time. Location: 5809-5810, two international finance centre, 8th finance street, central, Hong KongUpcoming Dividend • Apr 10Upcoming dividend of US$0.59 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 22 May 2026. Trailing yield: 6.9%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (0.3%).最新情報をもっと見るRecent updatesナラティブ更新 • Apr 30WB: Dividend And Board Actions Will Likely Shape Fairly Valued OutlookAnalysts have slightly lifted their price target for Weibo to $7.51 from $6.68, citing updated assumptions for revenue growth, profit margins around 21%, and a forward P/E of about 7.5x that they see as better reflecting the company’s risk profile and discount rate. What's in the News A board meeting is scheduled for March 18, 2026 to consider and approve unaudited financial results for the fourth quarter and fiscal year ended December 31, 2025 (Key Developments).お知らせ • Apr 27Weibo Corporation to Report Q1, 2026 Results on May 28, 2026Weibo Corporation announced that they will report Q1, 2026 results on May 28, 2026Reported Earnings • Apr 24Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.88 (up from US$1.27 in FY 2024). Revenue: US$1.76b (flat on FY 2024). Net income: US$449.0m (up 49% from FY 2024). Profit margin: 26% (up from 17% in FY 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.ナラティブ更新 • Apr 15WB: Dividend Initiation And Cash Returns Will Support Future UpsideAnalysts now set a lower Weibo price target of $14.00, down from $15.50, citing updated assumptions that combine higher expected revenue growth with a slightly lower profit margin outlook and a revised forward P/E multiple. What's in the News The board approved an annual cash dividend of US$0.61 per ordinary share and per ADS for the year ended December 31, 2025, with the total payout expected to be about US$150 million (company announcement).お知らせ • Apr 13Weibo Corporation, Annual General Meeting, May 27, 2026Weibo Corporation, Annual General Meeting, May 27, 2026, at 14:30 China Standard Time. Location: 5809-5810, two international finance centre, 8th finance street, central, Hong KongUpcoming Dividend • Apr 10Upcoming dividend of US$0.59 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 22 May 2026. Trailing yield: 6.9%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (0.3%).ナラティブ更新 • Apr 01WB: Dividend Payout And Weaker Outlook Will Likely Pressure Future ReturnsAnalysts have reduced their Weibo fair value estimate to $7.50 from $8.50, citing updated assumptions for growth, margins, and a slightly higher discount rate that together indicate a modestly higher future P/E multiple. What's in the News The board approved an annual cash dividend for the year ended December 31, 2025 of US$0.61 per ordinary share and per ADS, with the total dividend expected to be about US$150 million.Seeking Alpha • Mar 30Weibo: Consider Potential Growth Acceleration And Margin PressuresSummary I have retained a 'Hold' rating for Weibo after evaluating its performance and outlook. WB delivered higher YoY revenue in 4Q2025 driven by e-commerce and auto sector tailwinds. But its quarterly profitability deteriorated due to higher marketing costs and a one-off tax impact. The company will likely witness similar growth and margin trends in 2026, considering a favorable sporting events calendar and elevated AI investments. Read the full article on Seeking AlphaDeclared Dividend • Mar 22Dividend of US$0.59 announcedShareholders will receive a dividend of US$0.59. Ex-date: 17th April 2026 Payment date: 22nd May 2026 Dividend yield will be 6.8%, which is higher than the industry average of 0.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to decline by 16% over the next 3 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range.Price Target Changed • Mar 21Price target decreased by 7.2% to US$11.00Down from US$11.85, the current price target is an average from 17 analysts. New target price is 27% above last closing price of US$8.66. Stock is down 14% over the past year. The company is forecast to post earnings per share of US$1.43 for next year compared to US$1.88 last year.New Risk • Mar 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 18Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.88 (up from US$1.27 in FY 2024). Revenue: US$1.76b (flat on FY 2024). Net income: US$449.0m (up 49% from FY 2024). Profit margin: 26% (up from 17% in FY 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Mar 18Weibo Corporation Announces Annual Cash Dividend for the Year Ended December 31, 2025, Payable on or Around May 15, 2026 for Holders of Ordinary Shares and on or Around May 22, 2026 for Holders of ADSsWeibo Corporation announced that its board of directors (the "Board") approved an annual cash dividend for the year ended December 31, 2025 of USD 0.61 per ordinary share, or USD 0.61 per ADS, to holders of ordinary shares and holders of ADSs, respectively, as of the close of business on April 17, 2026 Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. The aggregate amount of cash dividends to be paid will be approximately USD 150 million. For holders of Class A ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, no later than 4:30 p.m. on April 17, 2026 (Beijing/Hong Kong Time). The payment date is expected to be on or around May 15, 2026 for holders of ordinary shares and on or around May 22, 2026 for holders of ADSs.ナラティブ更新 • Mar 18WB: Buyback Plan And Slight Forecast Tweaks Will Likely Fail To Sustain ValueAnalysts have lowered their price target on Weibo by $0.10 to reflect slightly updated views on fair value, discount rates, revenue growth, profit margins and forward P/E assumptions. What's in the News Board meeting scheduled for March 18, 2026 to consider and approve Weibo Corporation's unaudited financial results and announcement for the fourth quarter and fiscal year ended December 31, 2025 (the "Board Meeting").お知らせ • Mar 13Weibo Corporation Announces Jingdong Ge Steps Down as Senior Vice PresidentWeibo Corporation announced that Mr. Jingdong Ge has stepped down from his position as Senior Vice President of Weibo Corporation. He will remain with the Company and continue his service in the advertising business department.ナラティブ更新 • Mar 03WB: Buyback Plan And Higher P/E Will Likely Fail To Sustain ValueAnalysts now set a slightly higher price target for Weibo at $6.31 versus $5.75 previously, reflecting updated assumptions around discount rates, modest revenue growth expectations, profit margins, and a revised future P/E outlook. What's in the News Weibo scheduled a board meeting for March 18, 2026, to consider and approve unaudited financial results and the announcement for the fourth quarter and fiscal year ended December 31, 2025 (company event filing).ナラティブ更新 • Feb 17WB: Share Repurchases Will Support Future Upside As Core Assumptions HoldAnalysts have kept their Weibo fair value estimate steady at $15.50, with small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding this unchanged price target update. What's in the News Weibo's board has scheduled a meeting for March 18, 2026 to review and approve the unaudited financial results and announcement for the fourth quarter and full year ended December 31, 2025 (company event).お知らせ • Feb 12Weibo Corporation to Report Q4, 2025 Results on Mar 18, 2026Weibo Corporation announced that they will report Q4, 2025 results Pre-Market on Mar 18, 2026ナラティブ更新 • Feb 03WB: Share Repurchases Will Support Upside Potential As Core Assumptions Stay IntactAnalysts now hold their price target on Weibo steady at US$15.50, citing only minor adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions that do not materially change their valuation view. What's in the News Weibo Corporation announces a share repurchase program to buy back up to US$200 million of its American depositary shares, funded from existing cash, with the program valid until December 31, 2026 (company announcement).ナラティブ更新 • Jan 20WB: Buyback Plan Will Likely Fail To Support Stretched Earnings MultipleAnalysts have raised their price target for Weibo to reflect updated assumptions, including slightly lower discount rates, revised revenue growth expectations to 284.00%, a profit margin view of 23.97%, and a future P/E of 5.75x, which they see as better aligning the valuation with these refreshed inputs. What's in the News Weibo Corporation announced a share repurchase program of up to US$200 million of its American depositary shares, with repurchases expected to be funded from existing cash and the program scheduled to run through December 31, 2026 (Key Developments).ナラティブ更新 • Jan 06WB: Share Repurchases Will Support Upside Potential Despite Higher Discount RateAnalysts have reduced their fair value estimate for Weibo from US$16.66 to US$15.50, citing updated assumptions on growth, profitability and a lower forward P/E multiple. What's in the News Weibo has announced a share repurchase program of up to US$200 million in American depositary shares, funded from its existing cash balance and running through December 31, 2026 (company announcement).お知らせ • Dec 31Weibo Corporation (NasdaqGS:WB) announces an Equity Buyback for $200 million worth of its shares.Weibo Corporation (NasdaqGS:WB) announces a share repurchase program. Under the program, the company will repurchase up to $200 million of its American depositary shares. The company expects to fund the repurchases out of its existing cash balance. The program is valid until December 31, 2026.ナラティブ更新 • Dec 13WB: Higher Discount Rate Will Likely Pressure Future Earnings MultipleNarrative Update on Weibo Analysts have modestly raised their price target on Weibo, citing a shift to slightly positive revenue growth and a firmer long term earnings multiple, despite a higher discount rate and some pressure on profit margins. What's in the News Weibo's board has scheduled a meeting for November 18, 2025, to review and approve unaudited Q3 2025 financial results for the quarter ended September 30 and address other corporate matters (company filing) Weibo has been added to the S&P Global BMI Index under its Hong Kong listing SEHK:9898, which may increase visibility and passive fund inflows (index provider announcement) Valuation Changes Fair Value Estimate remains unchanged at 8.6, indicating no revision to the intrinsic value per share in this update.Reported Earnings • Nov 20Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$0.93 (up from US$0.55 in 3Q 2024). Revenue: US$442.3m (down 4.8% from 3Q 2024). Net income: US$221.1m (up 69% from 3Q 2024). Profit margin: 50% (up from 28% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 131%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.09% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Oct 31Weibo Corporation to Report Q3, 2025 Results on Nov 18, 2025Weibo Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 18, 2025Price Target Changed • Sep 22Price target increased by 7.3% to US$12.07Up from US$11.25, the current price target is an average from 18 analysts. New target price is approximately in line with last closing price of US$12.28. Stock is up 58% over the past year. The company is forecast to post earnings per share of US$1.59 for next year compared to US$1.27 last year.分析記事 • Sep 11Weibo Corporation (NASDAQ:WB) Held Back By Insufficient Growth Even After Shares Climb 25%The Weibo Corporation ( NASDAQ:WB ) share price has done very well over the last month, posting an excellent gain of...ナラティブ更新 • Aug 17Integrating AI Will Expand User Engagement And Monetization Capabilities In The FutureWeibo's fair value estimate has been revised upward, primarily driven by improved consensus revenue growth forecasts and a modest decrease in the discount rate, resulting in an analyst price target increase from $11.25 to $11.90. What's in the News Board meeting scheduled for Aug 14 to review and approve unaudited financial results for Q2 and H1 2025.Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: US$0.45 (vs US$0.21 in 1Q 2024)First quarter 2025 results: EPS: US$0.45 (up from US$0.21 in 1Q 2024). Revenue: US$396.9m (flat on 1Q 2024). Net income: US$107.0m (up 116% from 1Q 2024). Profit margin: 27% (up from 13% in 1Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$11.44, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Interactive Media and Services industry in the US. Total loss to shareholders of 18% over the past three years.分析記事 • Aug 09Capital Allocation Trends At Weibo (NASDAQ:WB) Aren't IdealNasdaqGS:WB 1 Year Share Price vs Fair Value Explore Weibo's Fair Values from the Community and select yours If we want...お知らせ • Jul 24Weibo Corporation to Report Q2, 2025 Results on Aug 14, 2025Weibo Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 14, 2025分析記事 • Jul 17Weibo Corporation's (NASDAQ:WB) Prospects Need A Boost To Lift SharesWeibo Corporation's ( NASDAQ:WB ) price-to-earnings (or "P/E") ratio of 7x might make it look like a strong buy right...Reported Earnings • May 22First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$0.45 (up from US$0.21 in 1Q 2024). Revenue: US$396.9m (flat on 1Q 2024). Net income: US$107.0m (up 116% from 1Q 2024). Profit margin: 27% (up from 13% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 60%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.分析記事 • May 15Is Weibo (NASDAQ:WB) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Apr 25Weibo Corporation to Report Q1, 2025 Results on May 21, 2025Weibo Corporation announced that they will report Q1, 2025 results Pre-Market on May 21, 2025分析記事 • Apr 23Some May Be Optimistic About Weibo's (NASDAQ:WB) EarningsSoft earnings didn't appear to concern Weibo Corporation's ( NASDAQ:WB ) shareholders over the last week. Our analysis...Seeking Alpha • Apr 18Weibo Corporation: The Pluses Outnumber The MinusesSummary WB has dropped in value as a result of the dispute around tariffs, but the charts suggest the drop has opened up a good opportunity to get in. There are other headwinds facing WB besides trade tensions, but there are ways for WB to counter the effects, which includes the use of AI. WB has a number of attributes that are appealing to investors, which include P/E ratios in the single digits and a very generous dividend. There are risks, especially in the short term, but long WB has enough to warrant higher share prices, especially over the longer haul. Read the full article on Seeking AlphaReported Earnings • Apr 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$1.27 (down from US$1.45 in FY 2023). Revenue: US$1.75b (flat on FY 2023). Net income: US$300.8m (down 12% from FY 2023). Profit margin: 17% (down from 20% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.お知らせ • Apr 11Weibo Corporation, Annual General Meeting, May 20, 2025Weibo Corporation, Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: 5809-5810, two international finance centre, 8th finance street, central, Hong Kong分析記事 • Apr 09Investors Don't See Light At End Of Weibo Corporation's (NASDAQ:WB) Tunnel And Push Stock Down 28%Weibo Corporation ( NASDAQ:WB ) shareholders won't be pleased to see that the share price has had a very rough month...Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$7.85, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Interactive Media and Services industry in the US. Total loss to shareholders of 61% over the past three years.Upcoming Dividend • Apr 02Upcoming dividend of US$0.80 per shareEligible shareholders must have bought the stock before 09 April 2025. Payment date: 15 May 2025. Trailing yield: 8.5%. Within top quartile of American dividend payers (4.7%). Higher than average of industry peers (0.5%).お知らせ • Mar 24Weibo Corporation(NasdaqGS:WB) dropped from FTSE All-World Index (USD)Weibo Corporation(NasdaqGS:WB) dropped from FTSE All-World Index (USD)Reported Earnings • Mar 13Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$1.27 (down from US$1.45 in FY 2023). Revenue: US$1.75b (flat on FY 2023). Net income: US$300.8m (down 12% from FY 2023). Profit margin: 17% (down from 20% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Mar 13Weibo Corporation Announces Adoption of Dividend Policy and Declaration of 2024 Cash Dividend, Payable on or Around May 8, 2025 for Holders of Ordinary Shares and on or Around May 15, 2025 for Holders of ADSsOn March 12, 2025, Weibo Corporation's board of directors (the "Board") adopted a cash dividend policy (the "Dividend Policy"), under which the Company may choose to declare and distribute a cash dividend each year in accordance with the memorandum and articles of association of the Company and applicable laws and regulations. Under the policy, the Board determines whether to make dividend distributions and the amount of such distributions in any particular year, depending on the Company's results of operations and earnings, cash flow, financial condition, capital requirements and other relevant considerations that the Board deems relevant. Accordingly, on the same day, for the fiscal year of 2024, the Board declared a cash dividend of USD 0.82 per ordinary share, or USD 0.82 per ADS, payable in U.S. dollars, to holders of record of ordinary shares and ADSs as of the close of business on April 9, 2025, Beijing/Hong Kong Time and New York Time, respectively, in accordance with the Dividend Policy. The aggregate amount of cash dividends to be paid will be approximately US$200 million. For holders of Class A ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, no later than 4:30 p.m. on April 9, 2025 (Beijing/Hong Kong Time). The payment date is expected to be on or around May 8, 2025 for holders of ordinary shares and on or around May 15, 2025 for holders of ADSs.分析記事 • Mar 11Weibo (NASDAQ:WB) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...お知らせ • Feb 17Weibo Corporation to Report Q4, 2024 Results on Mar 13, 2025Weibo Corporation announced that they will report Q4, 2024 results Pre-Market on Mar 13, 2025Seeking Alpha • Feb 05Weibo Corporation: How U.S. Tariffs Could Have An ImpactSummary Shorts have been covering in recent months, which seems to have aided the stock’s recent rise after a long decline. Tariffs and rising trade tensions could cause shorts to up their bets against WB because they could adversely impact the Chinese economy and WB by extension. Bears have something to fall back on, but so do the bulls with WB available at low multiples, improving quarterly results and a generous dividend. Trade disputes are a wild card for WB, but long WB has enough going for it to warrant being bullish for the long term. Read the full article on Seeking Alpha分析記事 • Dec 13Weibo Corporation's (NASDAQ:WB) Shares Bounce 26% But Its Business Still Trails The MarketDespite an already strong run, Weibo Corporation ( NASDAQ:WB ) shares have been powering on, with a gain of 26% in the...Reported Earnings • Nov 21Third quarter 2024 earnings: Revenues exceed analyst expectationsThird quarter 2024 results: Revenue: US$464.5m (up 5.1% from 3Q 2023). Net income: US$130.6m (up 69% from 3Q 2023). Profit margin: 28% (up from 18% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 6.5%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US.分析記事 • Nov 21Weibo (NASDAQ:WB) Will Be Hoping To Turn Its Returns On Capital AroundTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Seeking Alpha • Nov 20Weibo: Olympic Sprint Amid A Marathon Of Macro WoesSummary Weibo's Q3 ad revenue benefited from the Olympics, but macro challenges and stagnant user engagement limit growth potential. Despite a low valuation, Weibo's relevance in digital ads is questionable due to shifting ad dollars to e-commerce and short-form videos. Our DCF analysis values Weibo at $8/share, indicating 13% downside, with no expected near-term recovery in China's macro environment. We recommend avoiding Weibo stock until macro recovery signs emerge, favoring ex-China plays like PDD and Meituan instead. Read the full article on Seeking Alphaお知らせ • Oct 29Weibo Corporation to Report Q3, 2024 Results on Nov 19, 2024Weibo Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 19, 2024Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$9.70, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Interactive Media and Services industry in the US. Total loss to shareholders of 77% over the past three years.分析記事 • Sep 28There's No Escaping Weibo Corporation's (NASDAQ:WB) Muted Earnings Despite A 35% Share Price RiseThe Weibo Corporation ( NASDAQ:WB ) share price has done very well over the last month, posting an excellent gain of...Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$8.66, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Interactive Media and Services industry in the US. Total loss to shareholders of 78% over the past three years.Seeking Alpha • Sep 19Weibo: At Half Of Book Value, This Stock Could Easily DoubleSummary Weibo Corporation's market cap has dropped 95% since 2018, yet its book value has tripled, resulting in the stock trading at around half of book value. This low P/B ratio does not reflect low return on equity or poor asset quality, suggesting the stock is deeply undervalued. At 6x earnings and with an 11% dividend yield, investors are likely to generate strong returns unless Weibo's sales take a drastic decline. Despite regulatory risks, the valuation gap between US and Chinese tech seems unjustified, particularly as Western governance systems are becoming increasing interventionist. Read the full article on Seeking Alpha新しいナラティブ • Sep 12Elevating User Engagement And Diversifying Ad Revenue Streams Promise Bright Horizons Focusing on high-quality user acquisition and promoting user-generated content are key to increasing Weibo's ad revenue through higher user engagement.分析記事 • Aug 25Weibo Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsLast week, you might have seen that Weibo Corporation ( NASDAQ:WB ) released its quarterly result to the market. The...Price Target Changed • Aug 25Price target decreased by 7.6% to US$10.64Down from US$11.51, the current price target is an average from 21 analysts. New target price is 37% above last closing price of US$7.77. Stock is down 38% over the past year. The company is forecast to post earnings per share of US$1.31 for next year compared to US$1.45 last year.Seeking Alpha • Aug 23Weibo: No Growth Yet Still UndervaluedSummary Weibo Corporation stock remains undervalued despite lack of investor interest. Value-added services revenues increased by 18% year-over-year, demonstrating resilience in a challenging Chinese economy. Weibo's focus on monetizing user engagement, creative partnerships, and potential for growth make it a solid long-term investment. Shares are a buy, price target of $12. Read the full article on Seeking Alpha分析記事 • Aug 14Here's What's Concerning About Weibo's (NASDAQ:WB) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...お知らせ • Jul 31Weibo Corporation to Report Q2, 2024 Results on Aug 22, 2024Weibo Corporation announced that they will report Q2, 2024 results Pre-Market on Aug 22, 2024分析記事 • Jul 24We Think Weibo (NASDAQ:WB) Can Manage Its Debt With EaseWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Jun 28Weibo Corporation's (NASDAQ:WB) Subdued P/E Might Signal An OpportunityWith a price-to-earnings (or "P/E") ratio of 6.4x Weibo Corporation ( NASDAQ:WB ) may be sending very bullish signals...分析記事 • May 26Earnings Update: Weibo Corporation (NASDAQ:WB) Just Reported Its First-Quarter Results And Analysts Are Updating Their ForecastsLast week, you might have seen that Weibo Corporation ( NASDAQ:WB ) released its first-quarter result to the market...Reported Earnings • May 26First quarter 2024 earnings released: EPS: US$0.21 (vs US$0.43 in 1Q 2023)First quarter 2024 results: EPS: US$0.21 (down from US$0.43 in 1Q 2023). Revenue: US$395.5m (down 4.4% from 1Q 2023). Net income: US$49.4m (down 51% from 1Q 2023). Profit margin: 13% (down from 24% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.お知らせ • May 10Weibo Corporation to Report Q1, 2024 Results on May 23, 2024Weibo Corporation announced that they will report Q1, 2024 results Pre-Market on May 23, 2024Seeking Alpha • May 08Weibo: The Dividend Is A StartSummary Weibo approves another special dividend, signaling a shift in strategy to return value to shareholders. Weibo's market share remains strong, but its growth has stagnated. The company is cautiously adopting AI technology. The current valuation is one positive but there are better options out there. Read the full article on Seeking AlphaNew Risk • Apr 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.分析記事 • Apr 27Weibo's (NASDAQ:WB) Returns On Capital Not Reflecting Well On The BusinessTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Reported Earnings • Apr 27Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: US$1.45 (up from US$0.36 in FY 2022). Revenue: US$1.76b (down 4.2% from FY 2022). Net income: US$342.6m (up 300% from FY 2022). Profit margin: 20% (up from 4.7% in FY 2022). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$7.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Interactive Media and Services industry in the US. Total loss to shareholders of 81% over the past three years.お知らせ • Apr 09Weibo Corporation, Annual General Meeting, May 22, 2024Weibo Corporation, Annual General Meeting, May 22, 2024, at 14:00 China Standard Time. Location: 5809-5810, Two International Finance Centre, 8th Finance Street Central Hong Kong Agenda: To re-elect Mr. Charles Chao as a director of the Company at this annual general meeting and retain office until his retirement pursuant to the Company's memorandum and articles of association; to re-elect Mr. Pochin Christopher Lu as a director of the Company at this annual general meeting and retain office until his retirement pursuant to the Company's memorandum and articles of association; and to re-elect Mr. Gaofei Wang as a director of the Company at this annual general meeting and retain office until his retirement pursuant to the Company's memorandum and articles of association.Upcoming Dividend • Apr 04Inaugural dividend of US$0.80 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 13 May 2024. This is the first dividend for Weibo since going public. The average dividend yield among industry peers is 0.4%.分析記事 • Mar 25Weibo Corporation's (NASDAQ:WB) Business And Shares Still Trailing The MarketWith a price-to-earnings (or "P/E") ratio of 6.1x Weibo Corporation ( NASDAQ:WB ) may be sending very bullish signals...Major Estimate Revision • Mar 25Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$1.86b to US$1.79b. EPS estimate also fell from US$1.64 per share to US$1.38 per share. Net income forecast to shrink 0.6% next year vs 27% growth forecast for Interactive Media and Services industry in the US . Consensus price target down from US$15.68 to US$13.11. Share price fell 13% to US$8.61 over the past week.Board Change • Mar 25Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Yan Wang was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 14Weibo Corporation Approves Special Cash Dividend, Payable on or Around May 6, 2024, and on or Around May 13, 2024 RespectivelyOn March 14, 2024, the Weibo Corporation's board of directors has approved a special cash dividend of $0.82 per ordinary share and ADS to holders of its ordinary shares and ADSs as of the close of business on April 12, 2024, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of Class A ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, no later than 4:30 p.m. on April 12, 2024 (Beijing/Hong Kong Time). The aggregate amount of the dividend will be approximately $200 million. The payment date for holders of ordinary shares is expected to be on or around May 6, 2024. The payment date for holders of ADSs is expected to be on or around May 13, 2024.お知らせ • Feb 27Weibo Corporation to Report Q4, 2023 Results on Mar 14, 2024Weibo Corporation announced that they will report Q4, 2023 results Pre-Market on Mar 14, 2024Seeking Alpha • Feb 12Weibo Offers A Low-Risk, High-Uncertainty BetSummary Weibo is an undervalued, dominant player in the Chinese social media market that happens to be a low-risk, high-uncertainty bet at current prices. The company can leverage AI and its vast amount of data to improve content and retain its KOLs. Weibo's CEO has successfully increased revenue and user base, but regulatory risks in China pose a potential challenge. Shares are cheap and present a contrarian opportunity to those who have tolerance for volatility. Read the full article on Seeking AlphaSeeking Alpha • Jan 13Weibo: It's Hard To Slay A Social Media GiantSummary Weibo stock hits an all-time low after a BofA Securities downgrade, making it worth a look for value hunters. Basic thesis: Twitter-equivalent of China trading for sub-6 P/E with cash-rich balance sheet and huge investment portfolio relative to market cap. Risks: revenue headwinds from underperforming ad verticals, related party risks with parent company Sina Corp, and potential chilling effects from China's "real name" rule. Weibo is a value rather than growth story, longs are betting on the network effects and competitive moat of a leading microblogging platform. Twitter/X vs Meta's Threads may illuminate. Price target $15.80 per share. Read the full article on Seeking Alphaお知らせ • Dec 01+ 1 more updateWeibo Corporation has filed a Follow-on Equity Offering.Weibo Corporation has filed a Follow-on Equity Offering. Security Name: American Depositary Shares Security Type: Depositary Receipt (Common Stock)お知らせ • Oct 26Weibo Corporation to Report Q3, 2023 Results on Nov 09, 2023Weibo Corporation announced that they will report Q3, 2023 results Pre-Market on Nov 09, 2023お知らせ • Aug 25+ 1 more updateWeibo Corporation Announces Board ChangesWeibo Corporation announced that Mr. Bo Liu has been appointed as a director to the Board of Directors of the Company and Mr. Pen Hung Tung has resigned from the Board, effective as of August 23, 2023. Mr. Liu is currently the President of Alibaba’s Taobao and Tmall Group, Alimama, and Xianyu. He was appointed as the Vice President of Alibaba Group in March 2020. He joined Alibaba in 2005 and held various positions, including the President of Taobao University, General Manager of Juhuasuan, and General Manager of Tmall’s Operations Division. Mr. Liu received his bachelor’s degree in Aviation Mechanical Design from Zhengzhou University of Aeronautics and held an EMBA degree in Business Administration from the Chinese University of Hong Kong.お知らせ • Aug 10Weibo Corporation to Report Q2, 2023 Results on Aug 24, 2023Weibo Corporation announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 24, 2023お知らせ • May 26+ 1 more updateWeibo Corporation Approves Special Cash Dividend, payable to Be on or Around July 19, 2023 and on or Around July 26, 2023Weibo Corporation's board of directors has approved a special cash dividend of $0.85 per ordinary share. The payment date for holders of ordinary shares and ADSs is expected to be on or around July 19, 2023 and on or around July 26, 2023, respectively.お知らせ • May 06Weibo Corporation to Report Q1, 2023 Results on May 25, 2023Weibo Corporation announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on May 25, 2023お知らせ • Feb 16Weibo Corporation to Report Q4, 2022 Results on Mar 01, 2023Weibo Corporation announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Mar 01, 2023Seeking Alpha • Sep 01Weibo Non-GAAP EPS of $0.46 beats by $0.01, revenue of $450.2M beats by $0.79MWeibo press release (NASDAQ:WB): Q2 Non-GAAP EPS of $0.46 beats by $0.01. Revenue of $450.2M (-21.6% Y/Y) beats by $0.79M. Monthly active users were 582M in June 2022, a net addition of approximately 16M users on a year-over-year basis. Mobile MAUs represented 95% of MAUs. Average daily active users were 252M in June 2022, a net addition of approximately 7M users on a year-over-year basis. "We navigated through the challenges from COVID-19 resurgence in the second quarter," said Gaofei Wang, CEO of Weibo. "Our user community and engagement continued with healthy trend despite cutback in channel investment, leveraging our unique positioning and competitive advantage in the social media sector. On monetization, although broad-based headwinds weighed on advertising demand in the near term, we are encouraged to see resilient performance of certain sectors and the gradual pick-up of the overall advertising business after the pandemic. Weibo also delivered a non-GAAP operating margin of 32% in the second quarter, which further improved from the first quarter of 2022, as we executed against our efficiency initiatives to optimize costs and expenses. Looking ahead, we remain confident in our differentiated value proposition and long-term monetization opportunities." Shares down 2.6% PM.Seeking Alpha • Jun 03Weibo: Fundamentals Point To Strong UpsideWeibo is a leading social-media company in China operating one of the country’s most successful and popular communication platform. With a >500 million user base and a strong brand, Weibo appears well-positioned to capture a large share of China’s internet/communication market. Looking at Weibo’s valuation, the company’s financials appear highly underappreciated - as Weibo is profitable and the company's balance sheet healthy. I assign a BUY rating to Weibo stock and set a price target of $43.56/share.Seeking Alpha • Apr 07Weibo Plays With The Big Boys In Numbers, But Investors Still WorryDespite impressive financial results last year, China’s Twitter equivalent faces the challenge of better monetizing users in its highly regulated home market. Weibo’s revenue rose above pre-pandemic levels last year, but its profitability lagged due to heavy spending. The company trails Meta in its ability to monetize users, and is very much in the shadow of local rival WeChat in terms of total user numbers.分析記事 • Mar 19Is Weibo (NASDAQ:WB) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...株主還元WBUS Interactive Media and ServicesUS 市場7D0.6%2.9%2.1%1Y-0.9%87.0%30.6%株主還元を見る業界別リターン: WB過去 1 年間で87 % の収益を上げたUS Interactive Media and Services業界を下回りました。リターン対市場: WBは、過去 1 年間で30.6 % のリターンを上げたUS市場を下回りました。価格変動Is WB's price volatile compared to industry and market?WB volatilityWB Average Weekly Movement4.3%Interactive Media and Services Industry Average Movement8.2%Market Average Movement7.2%10% most volatile stocks in US Market16.1%10% least volatile stocks in US Market3.2%安定した株価: WB 、 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: WBの 週次ボラティリティ ( 4% ) 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20095,651Gaofei Wangweibo.comWeibo Corporationは、その子会社を通じて、中華人民共和国において人々がコンテンツを作成、発見、配信するためのソーシャルメディア・プラットフォームとして事業を展開している。広告・マーケティングサービスと付加価値サービスの2つのセグメントで事業を展開している。同社は、ユーザーがプラットフォーム上でコンテンツを発見できるよう支援するディスカバリー製品、ユーザーがプラットフォーム上で自己表現できるよう支援する自己表現製品、プラットフォーム上でユーザー間の交流を促進するソーシャル製品を提供している。また、ソーシャルディスプレイ広告などの広告・マーケティングソリューションや、Fans Headline、Fans Headline、Weibo Express、プロモーションフィードなどのプロモーションマーケティング製品、ユーザーのトレンド発見や検索行動に合わせて表示されるプロモーショントレンドや検索製品も提供している。さらに、トレンド、検索、動画/ライブストリーミング、編集ツール、コンテンツカスタマイズ、著作権コンテンツプール、ユーザーインタラクション開発、検索リスト推薦、トレンドリスト推薦、微博アプリオープン広告などの製品も提供している。さらに、アカウントとコンテンツのより良い表示とプロモーションのためのバックエンド管理、トラフィックサポート、製品サービス、ユーザーがWeiboアカウントで第三者のアプリケーションにログインし、プラットフォーム上で第三者のコンテンツを共有できるオープンアプリケーションプラットフォーム、プラットフォームパートナーがWeibo上で赤い封筒やクーポンを配るなどの興味喚起活動を行うための製品であるWeibo Walletを提供している。同社は、一般人、有名人、オピニオンリーダー、その他の公人やインフルエンサー、メディア、企業、政府機関、慈善団体、その他の組織にサービスを提供している。前身はT CN Corporationで、2012年にWeibo Corporationに社名を変更した。同社は2009年に設立され、中華人民共和国の北京に本社を置いている。もっと見るWeibo Corporation 基礎のまとめWeibo の収益と売上を時価総額と比較するとどうか。WB 基礎統計学時価総額US$2.08b収益(TTM)US$449.02m売上高(TTM)US$1.76b4.6xPER(株価収益率1.2xP/SレシオWB は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計WB 損益計算書(TTM)収益US$1.76b売上原価US$421.84m売上総利益US$1.34bその他の費用US$886.36m収益US$449.02m直近の収益報告Dec 31, 2025次回決算日May 28, 2026一株当たり利益(EPS)1.83グロス・マージン75.99%純利益率25.55%有利子負債/自己資本比率46.5%WB の長期的なパフォーマンスは?過去の実績と比較を見る配当金7.2%現在の配当利回り32%配当性向WB 配当は確実ですか?WB 配当履歴とベンチマークを見るWB 、いつまでに購入すれば配当金を受け取れますか?Weibo 配当日配当落ち日Apr 17 2026配当支払日May 22 2026配当落ちまでの日数24 days配当支払日までの日数11 daysWB 配当は確実ですか?WB 配当履歴とベンチマークを見るView Valuation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2026/05/07 00:20終値2026/05/07 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Weibo Corporation 18 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。35 アナリスト機関Richard KramerArete Research Services LLPYanfang JiangBenchmark CompanyXiaomeng ZhuangBofA Global Research32 その他のアナリストを表示
Featured narrative•Media opportunityGiftifyabout 1 month ago author updated this narrativeLOFair Value from Lou_BaseneseUS$2.562.5% 割安 内在価値ディスカウントGiftify ($GIFT): A Small-Cap Incentives Platform with More ScaleThan Its Valuation SuggestsKey Takeaways Giftify (GIFT) is building an incentives and rewards platform anchored by CardCash, the nation’s leading secondary gift card marketplace, processing over $154 million in annual transaction volume. The global gift card market is projected at $680 billion in 2026, growing to $1,259 billion by 2031.Read full narrative1.8kusers have viewed this narrative6users have liked this narrative1users have commented on this narrative22users have followed this narrativeRead narrative
ナラティブ更新 • Apr 30WB: Dividend And Board Actions Will Likely Shape Fairly Valued OutlookAnalysts have slightly lifted their price target for Weibo to $7.51 from $6.68, citing updated assumptions for revenue growth, profit margins around 21%, and a forward P/E of about 7.5x that they see as better reflecting the company’s risk profile and discount rate. What's in the News A board meeting is scheduled for March 18, 2026 to consider and approve unaudited financial results for the fourth quarter and fiscal year ended December 31, 2025 (Key Developments).
お知らせ • Apr 27Weibo Corporation to Report Q1, 2026 Results on May 28, 2026Weibo Corporation announced that they will report Q1, 2026 results on May 28, 2026
Reported Earnings • Apr 24Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.88 (up from US$1.27 in FY 2024). Revenue: US$1.76b (flat on FY 2024). Net income: US$449.0m (up 49% from FY 2024). Profit margin: 26% (up from 17% in FY 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
ナラティブ更新 • Apr 15WB: Dividend Initiation And Cash Returns Will Support Future UpsideAnalysts now set a lower Weibo price target of $14.00, down from $15.50, citing updated assumptions that combine higher expected revenue growth with a slightly lower profit margin outlook and a revised forward P/E multiple. What's in the News The board approved an annual cash dividend of US$0.61 per ordinary share and per ADS for the year ended December 31, 2025, with the total payout expected to be about US$150 million (company announcement).
お知らせ • Apr 13Weibo Corporation, Annual General Meeting, May 27, 2026Weibo Corporation, Annual General Meeting, May 27, 2026, at 14:30 China Standard Time. Location: 5809-5810, two international finance centre, 8th finance street, central, Hong Kong
Upcoming Dividend • Apr 10Upcoming dividend of US$0.59 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 22 May 2026. Trailing yield: 6.9%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (0.3%).
ナラティブ更新 • Apr 30WB: Dividend And Board Actions Will Likely Shape Fairly Valued OutlookAnalysts have slightly lifted their price target for Weibo to $7.51 from $6.68, citing updated assumptions for revenue growth, profit margins around 21%, and a forward P/E of about 7.5x that they see as better reflecting the company’s risk profile and discount rate. What's in the News A board meeting is scheduled for March 18, 2026 to consider and approve unaudited financial results for the fourth quarter and fiscal year ended December 31, 2025 (Key Developments).
お知らせ • Apr 27Weibo Corporation to Report Q1, 2026 Results on May 28, 2026Weibo Corporation announced that they will report Q1, 2026 results on May 28, 2026
Reported Earnings • Apr 24Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.88 (up from US$1.27 in FY 2024). Revenue: US$1.76b (flat on FY 2024). Net income: US$449.0m (up 49% from FY 2024). Profit margin: 26% (up from 17% in FY 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
ナラティブ更新 • Apr 15WB: Dividend Initiation And Cash Returns Will Support Future UpsideAnalysts now set a lower Weibo price target of $14.00, down from $15.50, citing updated assumptions that combine higher expected revenue growth with a slightly lower profit margin outlook and a revised forward P/E multiple. What's in the News The board approved an annual cash dividend of US$0.61 per ordinary share and per ADS for the year ended December 31, 2025, with the total payout expected to be about US$150 million (company announcement).
お知らせ • Apr 13Weibo Corporation, Annual General Meeting, May 27, 2026Weibo Corporation, Annual General Meeting, May 27, 2026, at 14:30 China Standard Time. Location: 5809-5810, two international finance centre, 8th finance street, central, Hong Kong
Upcoming Dividend • Apr 10Upcoming dividend of US$0.59 per shareEligible shareholders must have bought the stock before 17 April 2026. Payment date: 22 May 2026. Trailing yield: 6.9%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (0.3%).
ナラティブ更新 • Apr 01WB: Dividend Payout And Weaker Outlook Will Likely Pressure Future ReturnsAnalysts have reduced their Weibo fair value estimate to $7.50 from $8.50, citing updated assumptions for growth, margins, and a slightly higher discount rate that together indicate a modestly higher future P/E multiple. What's in the News The board approved an annual cash dividend for the year ended December 31, 2025 of US$0.61 per ordinary share and per ADS, with the total dividend expected to be about US$150 million.
Seeking Alpha • Mar 30Weibo: Consider Potential Growth Acceleration And Margin PressuresSummary I have retained a 'Hold' rating for Weibo after evaluating its performance and outlook. WB delivered higher YoY revenue in 4Q2025 driven by e-commerce and auto sector tailwinds. But its quarterly profitability deteriorated due to higher marketing costs and a one-off tax impact. The company will likely witness similar growth and margin trends in 2026, considering a favorable sporting events calendar and elevated AI investments. Read the full article on Seeking Alpha
Declared Dividend • Mar 22Dividend of US$0.59 announcedShareholders will receive a dividend of US$0.59. Ex-date: 17th April 2026 Payment date: 22nd May 2026 Dividend yield will be 6.8%, which is higher than the industry average of 0.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to decline by 16% over the next 3 years. However, it would need to fall by 64% to increase the payout ratio to a potentially unsustainable range.
Price Target Changed • Mar 21Price target decreased by 7.2% to US$11.00Down from US$11.85, the current price target is an average from 17 analysts. New target price is 27% above last closing price of US$8.66. Stock is down 14% over the past year. The company is forecast to post earnings per share of US$1.43 for next year compared to US$1.88 last year.
New Risk • Mar 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 18Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: US$1.88 (up from US$1.27 in FY 2024). Revenue: US$1.76b (flat on FY 2024). Net income: US$449.0m (up 49% from FY 2024). Profit margin: 26% (up from 17% in FY 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Mar 18Weibo Corporation Announces Annual Cash Dividend for the Year Ended December 31, 2025, Payable on or Around May 15, 2026 for Holders of Ordinary Shares and on or Around May 22, 2026 for Holders of ADSsWeibo Corporation announced that its board of directors (the "Board") approved an annual cash dividend for the year ended December 31, 2025 of USD 0.61 per ordinary share, or USD 0.61 per ADS, to holders of ordinary shares and holders of ADSs, respectively, as of the close of business on April 17, 2026 Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. The aggregate amount of cash dividends to be paid will be approximately USD 150 million. For holders of Class A ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, no later than 4:30 p.m. on April 17, 2026 (Beijing/Hong Kong Time). The payment date is expected to be on or around May 15, 2026 for holders of ordinary shares and on or around May 22, 2026 for holders of ADSs.
ナラティブ更新 • Mar 18WB: Buyback Plan And Slight Forecast Tweaks Will Likely Fail To Sustain ValueAnalysts have lowered their price target on Weibo by $0.10 to reflect slightly updated views on fair value, discount rates, revenue growth, profit margins and forward P/E assumptions. What's in the News Board meeting scheduled for March 18, 2026 to consider and approve Weibo Corporation's unaudited financial results and announcement for the fourth quarter and fiscal year ended December 31, 2025 (the "Board Meeting").
お知らせ • Mar 13Weibo Corporation Announces Jingdong Ge Steps Down as Senior Vice PresidentWeibo Corporation announced that Mr. Jingdong Ge has stepped down from his position as Senior Vice President of Weibo Corporation. He will remain with the Company and continue his service in the advertising business department.
ナラティブ更新 • Mar 03WB: Buyback Plan And Higher P/E Will Likely Fail To Sustain ValueAnalysts now set a slightly higher price target for Weibo at $6.31 versus $5.75 previously, reflecting updated assumptions around discount rates, modest revenue growth expectations, profit margins, and a revised future P/E outlook. What's in the News Weibo scheduled a board meeting for March 18, 2026, to consider and approve unaudited financial results and the announcement for the fourth quarter and fiscal year ended December 31, 2025 (company event filing).
ナラティブ更新 • Feb 17WB: Share Repurchases Will Support Future Upside As Core Assumptions HoldAnalysts have kept their Weibo fair value estimate steady at $15.50, with small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding this unchanged price target update. What's in the News Weibo's board has scheduled a meeting for March 18, 2026 to review and approve the unaudited financial results and announcement for the fourth quarter and full year ended December 31, 2025 (company event).
お知らせ • Feb 12Weibo Corporation to Report Q4, 2025 Results on Mar 18, 2026Weibo Corporation announced that they will report Q4, 2025 results Pre-Market on Mar 18, 2026
ナラティブ更新 • Feb 03WB: Share Repurchases Will Support Upside Potential As Core Assumptions Stay IntactAnalysts now hold their price target on Weibo steady at US$15.50, citing only minor adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions that do not materially change their valuation view. What's in the News Weibo Corporation announces a share repurchase program to buy back up to US$200 million of its American depositary shares, funded from existing cash, with the program valid until December 31, 2026 (company announcement).
ナラティブ更新 • Jan 20WB: Buyback Plan Will Likely Fail To Support Stretched Earnings MultipleAnalysts have raised their price target for Weibo to reflect updated assumptions, including slightly lower discount rates, revised revenue growth expectations to 284.00%, a profit margin view of 23.97%, and a future P/E of 5.75x, which they see as better aligning the valuation with these refreshed inputs. What's in the News Weibo Corporation announced a share repurchase program of up to US$200 million of its American depositary shares, with repurchases expected to be funded from existing cash and the program scheduled to run through December 31, 2026 (Key Developments).
ナラティブ更新 • Jan 06WB: Share Repurchases Will Support Upside Potential Despite Higher Discount RateAnalysts have reduced their fair value estimate for Weibo from US$16.66 to US$15.50, citing updated assumptions on growth, profitability and a lower forward P/E multiple. What's in the News Weibo has announced a share repurchase program of up to US$200 million in American depositary shares, funded from its existing cash balance and running through December 31, 2026 (company announcement).
お知らせ • Dec 31Weibo Corporation (NasdaqGS:WB) announces an Equity Buyback for $200 million worth of its shares.Weibo Corporation (NasdaqGS:WB) announces a share repurchase program. Under the program, the company will repurchase up to $200 million of its American depositary shares. The company expects to fund the repurchases out of its existing cash balance. The program is valid until December 31, 2026.
ナラティブ更新 • Dec 13WB: Higher Discount Rate Will Likely Pressure Future Earnings MultipleNarrative Update on Weibo Analysts have modestly raised their price target on Weibo, citing a shift to slightly positive revenue growth and a firmer long term earnings multiple, despite a higher discount rate and some pressure on profit margins. What's in the News Weibo's board has scheduled a meeting for November 18, 2025, to review and approve unaudited Q3 2025 financial results for the quarter ended September 30 and address other corporate matters (company filing) Weibo has been added to the S&P Global BMI Index under its Hong Kong listing SEHK:9898, which may increase visibility and passive fund inflows (index provider announcement) Valuation Changes Fair Value Estimate remains unchanged at 8.6, indicating no revision to the intrinsic value per share in this update.
Reported Earnings • Nov 20Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$0.93 (up from US$0.55 in 3Q 2024). Revenue: US$442.3m (down 4.8% from 3Q 2024). Net income: US$221.1m (up 69% from 3Q 2024). Profit margin: 50% (up from 28% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 131%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.09% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Oct 31Weibo Corporation to Report Q3, 2025 Results on Nov 18, 2025Weibo Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 18, 2025
Price Target Changed • Sep 22Price target increased by 7.3% to US$12.07Up from US$11.25, the current price target is an average from 18 analysts. New target price is approximately in line with last closing price of US$12.28. Stock is up 58% over the past year. The company is forecast to post earnings per share of US$1.59 for next year compared to US$1.27 last year.
分析記事 • Sep 11Weibo Corporation (NASDAQ:WB) Held Back By Insufficient Growth Even After Shares Climb 25%The Weibo Corporation ( NASDAQ:WB ) share price has done very well over the last month, posting an excellent gain of...
ナラティブ更新 • Aug 17Integrating AI Will Expand User Engagement And Monetization Capabilities In The FutureWeibo's fair value estimate has been revised upward, primarily driven by improved consensus revenue growth forecasts and a modest decrease in the discount rate, resulting in an analyst price target increase from $11.25 to $11.90. What's in the News Board meeting scheduled for Aug 14 to review and approve unaudited financial results for Q2 and H1 2025.
Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: US$0.45 (vs US$0.21 in 1Q 2024)First quarter 2025 results: EPS: US$0.45 (up from US$0.21 in 1Q 2024). Revenue: US$396.9m (flat on 1Q 2024). Net income: US$107.0m (up 116% from 1Q 2024). Profit margin: 27% (up from 13% in 1Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$11.44, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Interactive Media and Services industry in the US. Total loss to shareholders of 18% over the past three years.
分析記事 • Aug 09Capital Allocation Trends At Weibo (NASDAQ:WB) Aren't IdealNasdaqGS:WB 1 Year Share Price vs Fair Value Explore Weibo's Fair Values from the Community and select yours If we want...
お知らせ • Jul 24Weibo Corporation to Report Q2, 2025 Results on Aug 14, 2025Weibo Corporation announced that they will report Q2, 2025 results Pre-Market on Aug 14, 2025
分析記事 • Jul 17Weibo Corporation's (NASDAQ:WB) Prospects Need A Boost To Lift SharesWeibo Corporation's ( NASDAQ:WB ) price-to-earnings (or "P/E") ratio of 7x might make it look like a strong buy right...
Reported Earnings • May 22First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: US$0.45 (up from US$0.21 in 1Q 2024). Revenue: US$396.9m (flat on 1Q 2024). Net income: US$107.0m (up 116% from 1Q 2024). Profit margin: 27% (up from 13% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 60%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
分析記事 • May 15Is Weibo (NASDAQ:WB) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Apr 25Weibo Corporation to Report Q1, 2025 Results on May 21, 2025Weibo Corporation announced that they will report Q1, 2025 results Pre-Market on May 21, 2025
分析記事 • Apr 23Some May Be Optimistic About Weibo's (NASDAQ:WB) EarningsSoft earnings didn't appear to concern Weibo Corporation's ( NASDAQ:WB ) shareholders over the last week. Our analysis...
Seeking Alpha • Apr 18Weibo Corporation: The Pluses Outnumber The MinusesSummary WB has dropped in value as a result of the dispute around tariffs, but the charts suggest the drop has opened up a good opportunity to get in. There are other headwinds facing WB besides trade tensions, but there are ways for WB to counter the effects, which includes the use of AI. WB has a number of attributes that are appealing to investors, which include P/E ratios in the single digits and a very generous dividend. There are risks, especially in the short term, but long WB has enough to warrant higher share prices, especially over the longer haul. Read the full article on Seeking Alpha
Reported Earnings • Apr 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$1.27 (down from US$1.45 in FY 2023). Revenue: US$1.75b (flat on FY 2023). Net income: US$300.8m (down 12% from FY 2023). Profit margin: 17% (down from 20% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
お知らせ • Apr 11Weibo Corporation, Annual General Meeting, May 20, 2025Weibo Corporation, Annual General Meeting, May 20, 2025, at 14:00 China Standard Time. Location: 5809-5810, two international finance centre, 8th finance street, central, Hong Kong
分析記事 • Apr 09Investors Don't See Light At End Of Weibo Corporation's (NASDAQ:WB) Tunnel And Push Stock Down 28%Weibo Corporation ( NASDAQ:WB ) shareholders won't be pleased to see that the share price has had a very rough month...
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$7.85, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Interactive Media and Services industry in the US. Total loss to shareholders of 61% over the past three years.
Upcoming Dividend • Apr 02Upcoming dividend of US$0.80 per shareEligible shareholders must have bought the stock before 09 April 2025. Payment date: 15 May 2025. Trailing yield: 8.5%. Within top quartile of American dividend payers (4.7%). Higher than average of industry peers (0.5%).
お知らせ • Mar 24Weibo Corporation(NasdaqGS:WB) dropped from FTSE All-World Index (USD)Weibo Corporation(NasdaqGS:WB) dropped from FTSE All-World Index (USD)
Reported Earnings • Mar 13Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$1.27 (down from US$1.45 in FY 2023). Revenue: US$1.75b (flat on FY 2023). Net income: US$300.8m (down 12% from FY 2023). Profit margin: 17% (down from 20% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Mar 13Weibo Corporation Announces Adoption of Dividend Policy and Declaration of 2024 Cash Dividend, Payable on or Around May 8, 2025 for Holders of Ordinary Shares and on or Around May 15, 2025 for Holders of ADSsOn March 12, 2025, Weibo Corporation's board of directors (the "Board") adopted a cash dividend policy (the "Dividend Policy"), under which the Company may choose to declare and distribute a cash dividend each year in accordance with the memorandum and articles of association of the Company and applicable laws and regulations. Under the policy, the Board determines whether to make dividend distributions and the amount of such distributions in any particular year, depending on the Company's results of operations and earnings, cash flow, financial condition, capital requirements and other relevant considerations that the Board deems relevant. Accordingly, on the same day, for the fiscal year of 2024, the Board declared a cash dividend of USD 0.82 per ordinary share, or USD 0.82 per ADS, payable in U.S. dollars, to holders of record of ordinary shares and ADSs as of the close of business on April 9, 2025, Beijing/Hong Kong Time and New York Time, respectively, in accordance with the Dividend Policy. The aggregate amount of cash dividends to be paid will be approximately US$200 million. For holders of Class A ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, no later than 4:30 p.m. on April 9, 2025 (Beijing/Hong Kong Time). The payment date is expected to be on or around May 8, 2025 for holders of ordinary shares and on or around May 15, 2025 for holders of ADSs.
分析記事 • Mar 11Weibo (NASDAQ:WB) Might Be Having Difficulty Using Its Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
お知らせ • Feb 17Weibo Corporation to Report Q4, 2024 Results on Mar 13, 2025Weibo Corporation announced that they will report Q4, 2024 results Pre-Market on Mar 13, 2025
Seeking Alpha • Feb 05Weibo Corporation: How U.S. Tariffs Could Have An ImpactSummary Shorts have been covering in recent months, which seems to have aided the stock’s recent rise after a long decline. Tariffs and rising trade tensions could cause shorts to up their bets against WB because they could adversely impact the Chinese economy and WB by extension. Bears have something to fall back on, but so do the bulls with WB available at low multiples, improving quarterly results and a generous dividend. Trade disputes are a wild card for WB, but long WB has enough going for it to warrant being bullish for the long term. Read the full article on Seeking Alpha
分析記事 • Dec 13Weibo Corporation's (NASDAQ:WB) Shares Bounce 26% But Its Business Still Trails The MarketDespite an already strong run, Weibo Corporation ( NASDAQ:WB ) shares have been powering on, with a gain of 26% in the...
Reported Earnings • Nov 21Third quarter 2024 earnings: Revenues exceed analyst expectationsThird quarter 2024 results: Revenue: US$464.5m (up 5.1% from 3Q 2023). Net income: US$130.6m (up 69% from 3Q 2023). Profit margin: 28% (up from 18% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 6.5%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US.
分析記事 • Nov 21Weibo (NASDAQ:WB) Will Be Hoping To Turn Its Returns On Capital AroundTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Seeking Alpha • Nov 20Weibo: Olympic Sprint Amid A Marathon Of Macro WoesSummary Weibo's Q3 ad revenue benefited from the Olympics, but macro challenges and stagnant user engagement limit growth potential. Despite a low valuation, Weibo's relevance in digital ads is questionable due to shifting ad dollars to e-commerce and short-form videos. Our DCF analysis values Weibo at $8/share, indicating 13% downside, with no expected near-term recovery in China's macro environment. We recommend avoiding Weibo stock until macro recovery signs emerge, favoring ex-China plays like PDD and Meituan instead. Read the full article on Seeking Alpha
お知らせ • Oct 29Weibo Corporation to Report Q3, 2024 Results on Nov 19, 2024Weibo Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 19, 2024
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$9.70, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Interactive Media and Services industry in the US. Total loss to shareholders of 77% over the past three years.
分析記事 • Sep 28There's No Escaping Weibo Corporation's (NASDAQ:WB) Muted Earnings Despite A 35% Share Price RiseThe Weibo Corporation ( NASDAQ:WB ) share price has done very well over the last month, posting an excellent gain of...
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$8.66, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Interactive Media and Services industry in the US. Total loss to shareholders of 78% over the past three years.
Seeking Alpha • Sep 19Weibo: At Half Of Book Value, This Stock Could Easily DoubleSummary Weibo Corporation's market cap has dropped 95% since 2018, yet its book value has tripled, resulting in the stock trading at around half of book value. This low P/B ratio does not reflect low return on equity or poor asset quality, suggesting the stock is deeply undervalued. At 6x earnings and with an 11% dividend yield, investors are likely to generate strong returns unless Weibo's sales take a drastic decline. Despite regulatory risks, the valuation gap between US and Chinese tech seems unjustified, particularly as Western governance systems are becoming increasing interventionist. Read the full article on Seeking Alpha
新しいナラティブ • Sep 12Elevating User Engagement And Diversifying Ad Revenue Streams Promise Bright Horizons Focusing on high-quality user acquisition and promoting user-generated content are key to increasing Weibo's ad revenue through higher user engagement.
分析記事 • Aug 25Weibo Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsLast week, you might have seen that Weibo Corporation ( NASDAQ:WB ) released its quarterly result to the market. The...
Price Target Changed • Aug 25Price target decreased by 7.6% to US$10.64Down from US$11.51, the current price target is an average from 21 analysts. New target price is 37% above last closing price of US$7.77. Stock is down 38% over the past year. The company is forecast to post earnings per share of US$1.31 for next year compared to US$1.45 last year.
Seeking Alpha • Aug 23Weibo: No Growth Yet Still UndervaluedSummary Weibo Corporation stock remains undervalued despite lack of investor interest. Value-added services revenues increased by 18% year-over-year, demonstrating resilience in a challenging Chinese economy. Weibo's focus on monetizing user engagement, creative partnerships, and potential for growth make it a solid long-term investment. Shares are a buy, price target of $12. Read the full article on Seeking Alpha
分析記事 • Aug 14Here's What's Concerning About Weibo's (NASDAQ:WB) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
お知らせ • Jul 31Weibo Corporation to Report Q2, 2024 Results on Aug 22, 2024Weibo Corporation announced that they will report Q2, 2024 results Pre-Market on Aug 22, 2024
分析記事 • Jul 24We Think Weibo (NASDAQ:WB) Can Manage Its Debt With EaseWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Jun 28Weibo Corporation's (NASDAQ:WB) Subdued P/E Might Signal An OpportunityWith a price-to-earnings (or "P/E") ratio of 6.4x Weibo Corporation ( NASDAQ:WB ) may be sending very bullish signals...
分析記事 • May 26Earnings Update: Weibo Corporation (NASDAQ:WB) Just Reported Its First-Quarter Results And Analysts Are Updating Their ForecastsLast week, you might have seen that Weibo Corporation ( NASDAQ:WB ) released its first-quarter result to the market...
Reported Earnings • May 26First quarter 2024 earnings released: EPS: US$0.21 (vs US$0.43 in 1Q 2023)First quarter 2024 results: EPS: US$0.21 (down from US$0.43 in 1Q 2023). Revenue: US$395.5m (down 4.4% from 1Q 2023). Net income: US$49.4m (down 51% from 1Q 2023). Profit margin: 13% (down from 24% in 1Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.
お知らせ • May 10Weibo Corporation to Report Q1, 2024 Results on May 23, 2024Weibo Corporation announced that they will report Q1, 2024 results Pre-Market on May 23, 2024
Seeking Alpha • May 08Weibo: The Dividend Is A StartSummary Weibo approves another special dividend, signaling a shift in strategy to return value to shareholders. Weibo's market share remains strong, but its growth has stagnated. The company is cautiously adopting AI technology. The current valuation is one positive but there are better options out there. Read the full article on Seeking Alpha
New Risk • Apr 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
分析記事 • Apr 27Weibo's (NASDAQ:WB) Returns On Capital Not Reflecting Well On The BusinessTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Reported Earnings • Apr 27Full year 2023 earnings: Revenues and EPS in line with analyst expectationsFull year 2023 results: EPS: US$1.45 (up from US$0.36 in FY 2022). Revenue: US$1.76b (down 4.2% from FY 2022). Net income: US$342.6m (up 300% from FY 2022). Profit margin: 20% (up from 4.7% in FY 2022). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$7.70, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Interactive Media and Services industry in the US. Total loss to shareholders of 81% over the past three years.
お知らせ • Apr 09Weibo Corporation, Annual General Meeting, May 22, 2024Weibo Corporation, Annual General Meeting, May 22, 2024, at 14:00 China Standard Time. Location: 5809-5810, Two International Finance Centre, 8th Finance Street Central Hong Kong Agenda: To re-elect Mr. Charles Chao as a director of the Company at this annual general meeting and retain office until his retirement pursuant to the Company's memorandum and articles of association; to re-elect Mr. Pochin Christopher Lu as a director of the Company at this annual general meeting and retain office until his retirement pursuant to the Company's memorandum and articles of association; and to re-elect Mr. Gaofei Wang as a director of the Company at this annual general meeting and retain office until his retirement pursuant to the Company's memorandum and articles of association.
Upcoming Dividend • Apr 04Inaugural dividend of US$0.80 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 13 May 2024. This is the first dividend for Weibo since going public. The average dividend yield among industry peers is 0.4%.
分析記事 • Mar 25Weibo Corporation's (NASDAQ:WB) Business And Shares Still Trailing The MarketWith a price-to-earnings (or "P/E") ratio of 6.1x Weibo Corporation ( NASDAQ:WB ) may be sending very bullish signals...
Major Estimate Revision • Mar 25Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$1.86b to US$1.79b. EPS estimate also fell from US$1.64 per share to US$1.38 per share. Net income forecast to shrink 0.6% next year vs 27% growth forecast for Interactive Media and Services industry in the US . Consensus price target down from US$15.68 to US$13.11. Share price fell 13% to US$8.61 over the past week.
Board Change • Mar 25Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Yan Wang was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 14Weibo Corporation Approves Special Cash Dividend, Payable on or Around May 6, 2024, and on or Around May 13, 2024 RespectivelyOn March 14, 2024, the Weibo Corporation's board of directors has approved a special cash dividend of $0.82 per ordinary share and ADS to holders of its ordinary shares and ADSs as of the close of business on April 12, 2024, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. For holders of Class A ordinary shares, in order to qualify for the dividend, all valid documents for the transfer of shares accompanied by the relevant share certificates must be lodged for registration with the Company's Hong Kong branch share registrar, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen's Road East, Wanchai, Hong Kong, no later than 4:30 p.m. on April 12, 2024 (Beijing/Hong Kong Time). The aggregate amount of the dividend will be approximately $200 million. The payment date for holders of ordinary shares is expected to be on or around May 6, 2024. The payment date for holders of ADSs is expected to be on or around May 13, 2024.
お知らせ • Feb 27Weibo Corporation to Report Q4, 2023 Results on Mar 14, 2024Weibo Corporation announced that they will report Q4, 2023 results Pre-Market on Mar 14, 2024
Seeking Alpha • Feb 12Weibo Offers A Low-Risk, High-Uncertainty BetSummary Weibo is an undervalued, dominant player in the Chinese social media market that happens to be a low-risk, high-uncertainty bet at current prices. The company can leverage AI and its vast amount of data to improve content and retain its KOLs. Weibo's CEO has successfully increased revenue and user base, but regulatory risks in China pose a potential challenge. Shares are cheap and present a contrarian opportunity to those who have tolerance for volatility. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13Weibo: It's Hard To Slay A Social Media GiantSummary Weibo stock hits an all-time low after a BofA Securities downgrade, making it worth a look for value hunters. Basic thesis: Twitter-equivalent of China trading for sub-6 P/E with cash-rich balance sheet and huge investment portfolio relative to market cap. Risks: revenue headwinds from underperforming ad verticals, related party risks with parent company Sina Corp, and potential chilling effects from China's "real name" rule. Weibo is a value rather than growth story, longs are betting on the network effects and competitive moat of a leading microblogging platform. Twitter/X vs Meta's Threads may illuminate. Price target $15.80 per share. Read the full article on Seeking Alpha
お知らせ • Dec 01+ 1 more updateWeibo Corporation has filed a Follow-on Equity Offering.Weibo Corporation has filed a Follow-on Equity Offering. Security Name: American Depositary Shares Security Type: Depositary Receipt (Common Stock)
お知らせ • Oct 26Weibo Corporation to Report Q3, 2023 Results on Nov 09, 2023Weibo Corporation announced that they will report Q3, 2023 results Pre-Market on Nov 09, 2023
お知らせ • Aug 25+ 1 more updateWeibo Corporation Announces Board ChangesWeibo Corporation announced that Mr. Bo Liu has been appointed as a director to the Board of Directors of the Company and Mr. Pen Hung Tung has resigned from the Board, effective as of August 23, 2023. Mr. Liu is currently the President of Alibaba’s Taobao and Tmall Group, Alimama, and Xianyu. He was appointed as the Vice President of Alibaba Group in March 2020. He joined Alibaba in 2005 and held various positions, including the President of Taobao University, General Manager of Juhuasuan, and General Manager of Tmall’s Operations Division. Mr. Liu received his bachelor’s degree in Aviation Mechanical Design from Zhengzhou University of Aeronautics and held an EMBA degree in Business Administration from the Chinese University of Hong Kong.
お知らせ • Aug 10Weibo Corporation to Report Q2, 2023 Results on Aug 24, 2023Weibo Corporation announced that they will report Q2, 2023 results at 9:30 AM, US Eastern Standard Time on Aug 24, 2023
お知らせ • May 26+ 1 more updateWeibo Corporation Approves Special Cash Dividend, payable to Be on or Around July 19, 2023 and on or Around July 26, 2023Weibo Corporation's board of directors has approved a special cash dividend of $0.85 per ordinary share. The payment date for holders of ordinary shares and ADSs is expected to be on or around July 19, 2023 and on or around July 26, 2023, respectively.
お知らせ • May 06Weibo Corporation to Report Q1, 2023 Results on May 25, 2023Weibo Corporation announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on May 25, 2023
お知らせ • Feb 16Weibo Corporation to Report Q4, 2022 Results on Mar 01, 2023Weibo Corporation announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Mar 01, 2023
Seeking Alpha • Sep 01Weibo Non-GAAP EPS of $0.46 beats by $0.01, revenue of $450.2M beats by $0.79MWeibo press release (NASDAQ:WB): Q2 Non-GAAP EPS of $0.46 beats by $0.01. Revenue of $450.2M (-21.6% Y/Y) beats by $0.79M. Monthly active users were 582M in June 2022, a net addition of approximately 16M users on a year-over-year basis. Mobile MAUs represented 95% of MAUs. Average daily active users were 252M in June 2022, a net addition of approximately 7M users on a year-over-year basis. "We navigated through the challenges from COVID-19 resurgence in the second quarter," said Gaofei Wang, CEO of Weibo. "Our user community and engagement continued with healthy trend despite cutback in channel investment, leveraging our unique positioning and competitive advantage in the social media sector. On monetization, although broad-based headwinds weighed on advertising demand in the near term, we are encouraged to see resilient performance of certain sectors and the gradual pick-up of the overall advertising business after the pandemic. Weibo also delivered a non-GAAP operating margin of 32% in the second quarter, which further improved from the first quarter of 2022, as we executed against our efficiency initiatives to optimize costs and expenses. Looking ahead, we remain confident in our differentiated value proposition and long-term monetization opportunities." Shares down 2.6% PM.
Seeking Alpha • Jun 03Weibo: Fundamentals Point To Strong UpsideWeibo is a leading social-media company in China operating one of the country’s most successful and popular communication platform. With a >500 million user base and a strong brand, Weibo appears well-positioned to capture a large share of China’s internet/communication market. Looking at Weibo’s valuation, the company’s financials appear highly underappreciated - as Weibo is profitable and the company's balance sheet healthy. I assign a BUY rating to Weibo stock and set a price target of $43.56/share.
Seeking Alpha • Apr 07Weibo Plays With The Big Boys In Numbers, But Investors Still WorryDespite impressive financial results last year, China’s Twitter equivalent faces the challenge of better monetizing users in its highly regulated home market. Weibo’s revenue rose above pre-pandemic levels last year, but its profitability lagged due to heavy spending. The company trails Meta in its ability to monetize users, and is very much in the shadow of local rival WeChat in terms of total user numbers.
分析記事 • Mar 19Is Weibo (NASDAQ:WB) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...