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
報酬
リスク分析
リスクチェックの結果、WB 、リスクは検出されなかった。
WB Community Fair Values
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Analyst Price Targets
Weibo Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$7.29 |
| 52週高値 | US$12.96 |
| 52週安値 | US$7.21 |
| ベータ | 0.17 |
| 1ヶ月の変化 | -8.99% |
| 3ヶ月変化 | -14.94% |
| 1年変化 | -25.08% |
| 3年間の変化 | -44.96% |
| 5年間の変化 | -86.15% |
| IPOからの変化 | -63.98% |
最新ニュース
Seeking Alpha • Jun 22
Weibo: A FCF Machine Trading Far Below Its Balance Sheet
Summary That operating business generates roughly $450M in annual free cash flow off 562M monthly active users, at a 2.26x EV/FCF multiple. Weibo trades at a $1.80B market cap while holding $2.34B in net balance sheet value (cash, investments, minus debt), meaning the market is effectively giving away the entire operating business. The discount exists due to China risk, a controlling shareholder (SINA) that prefers dividends over buybacks, and fears of platform decline, none of which hold up at this valuation. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 18
WB: AI-Driven Advertising And Video Engagement Will Support Future Upside
Analysts have reduced their Weibo fair value estimate from $14.00 to $11.10, citing updated assumptions for revenue growth, profit margin, discount rate and future P/E that support a more cautious outlook for the stock. What’s in the News for Weibo Weibo reported Q1 2026 total revenue growth of 6% year over year, with advertising revenue up 9%, supported by greater use of AI tools for ad targeting, bidding, and creative generation.
ナラティブの更新 • Jun 04
WB: AI Advertising And Dividend Payout Will Support Future Upside
Analysts have trimmed their Weibo fair value estimate from $10.55 to $9.16, as they now apply a slightly higher discount rate, expect more moderate revenue growth and profit margins, and use a lower future P/E assumption. What's in the News Weibo reported Q1 2026 revenue growth of 9% year over year, with advertising identified as the main driver, supported by AI powered ad targeting, creative tools, and content marketing.Recent updates
Seeking Alpha • Jun 22
Weibo: A FCF Machine Trading Far Below Its Balance Sheet
Summary That operating business generates roughly $450M in annual free cash flow off 562M monthly active users, at a 2.26x EV/FCF multiple. Weibo trades at a $1.80B market cap while holding $2.34B in net balance sheet value (cash, investments, minus debt), meaning the market is effectively giving away the entire operating business. The discount exists due to China risk, a controlling shareholder (SINA) that prefers dividends over buybacks, and fears of platform decline, none of which hold up at this valuation. Read the full article on Seeking Alphaナラティブの更新 • Jun 18
WB: AI-Driven Advertising And Video Engagement Will Support Future Upside
Analysts have reduced their Weibo fair value estimate from $14.00 to $11.10, citing updated assumptions for revenue growth, profit margin, discount rate and future P/E that support a more cautious outlook for the stock. What’s in the News for Weibo Weibo reported Q1 2026 total revenue growth of 6% year over year, with advertising revenue up 9%, supported by greater use of AI tools for ad targeting, bidding, and creative generation.ナラティブの更新 • Jun 04
WB: AI Advertising And Dividend Payout Will Support Future Upside
Analysts have trimmed their Weibo fair value estimate from $10.55 to $9.16, as they now apply a slightly higher discount rate, expect more moderate revenue growth and profit margins, and use a lower future P/E assumption. What's in the News Weibo reported Q1 2026 revenue growth of 9% year over year, with advertising identified as the main driver, supported by AI powered ad targeting, creative tools, and content marketing.ナラティブの更新 • May 15
WB: Dividend Payout And Board Review Will Support Future Upside
Analysts have reduced their price target for Weibo from about $11.96 to around $10.55 after updating assumptions for discount rate, revenue growth, profit margin and future P/E, resulting in a slightly more cautious valuation framework for the stock. What's in the News Board meeting scheduled for May 27, 2026, to review and approve unaudited financial results and the announcement for the quarter ended March 31, 2026 (company event filing).
ナラティブの更新 • Apr 30
WB: Dividend And Board Actions Will Likely Shape Fairly Valued Outlook
Analysts 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).ナラティブの更新 • Apr 15
WB: Dividend Initiation And Cash Returns Will Support Future Upside
Analysts 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).ナラティブの更新 • Apr 01
WB: Dividend Payout And Weaker Outlook Will Likely Pressure Future Returns
Analysts 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.ナラティブの更新 • Mar 18
WB: Buyback Plan And Slight Forecast Tweaks Will Likely Fail To Sustain Value
Analysts 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").ナラティブの更新 • Mar 03
WB: Buyback Plan And Higher P/E Will Likely Fail To Sustain Value
Analysts 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).ナラティブの更新 • Feb 17
WB: Share Repurchases Will Support Future Upside As Core Assumptions Hold
Analysts 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).ナラティブの更新 • Feb 03
WB: Share Repurchases Will Support Upside Potential As Core Assumptions Stay Intact
Analysts 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).ナラティブの更新 • Jan 20
WB: Buyback Plan Will Likely Fail To Support Stretched Earnings Multiple
Analysts 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).ナラティブの更新 • Jan 06
WB: Share Repurchases Will Support Upside Potential Despite Higher Discount Rate
Analysts 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).ナラティブの更新 • Dec 13
WB: Higher Discount Rate Will Likely Pressure Future Earnings Multiple
Narrative 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.分析記事 • Sep 11
Weibo 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...ナラティブの更新 • Aug 17
Integrating AI Will Expand User Engagement And Monetization Capabilities In The Future
Weibo'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.分析記事 • Aug 09
Capital Allocation Trends At Weibo (NASDAQ:WB) Aren't Ideal
NasdaqGS:WB 1 Year Share Price vs Fair Value Explore Weibo's Fair Values from the Community and select yours If we want...分析記事 • Jul 17
Weibo Corporation's (NASDAQ:WB) Prospects Need A Boost To Lift Shares
Weibo Corporation's ( NASDAQ:WB ) price-to-earnings (or "P/E") ratio of 7x might make it look like a strong buy right...分析記事 • May 15
Is 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...分析記事 • Apr 23
Some May Be Optimistic About Weibo's (NASDAQ:WB) Earnings
Soft earnings didn't appear to concern Weibo Corporation's ( NASDAQ:WB ) shareholders over the last week. Our analysis...Seeking Alpha • Apr 18
Weibo Corporation: The Pluses Outnumber The Minuses
Summary 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分析記事 • Apr 09
Investors 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...分析記事 • Mar 11
Weibo (NASDAQ:WB) Might Be Having Difficulty Using Its Capital Effectively
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Seeking Alpha • Feb 05
Weibo Corporation: How U.S. Tariffs Could Have An Impact
Summary 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 13
Weibo Corporation's (NASDAQ:WB) Shares Bounce 26% But Its Business Still Trails The Market
Despite an already strong run, Weibo Corporation ( NASDAQ:WB ) shares have been powering on, with a gain of 26% in the...分析記事 • Nov 21
Weibo (NASDAQ:WB) Will Be Hoping To Turn Its Returns On Capital Around
To 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 20
Weibo: Olympic Sprint Amid A Marathon Of Macro Woes
Summary 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分析記事 • Sep 28
There's No Escaping Weibo Corporation's (NASDAQ:WB) Muted Earnings Despite A 35% Share Price Rise
The Weibo Corporation ( NASDAQ:WB ) share price has done very well over the last month, posting an excellent gain of...Seeking Alpha • Sep 19
Weibo: At Half Of Book Value, This Stock Could Easily Double
Summary 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 12
Elevating 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 25
Weibo Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Last week, you might have seen that Weibo Corporation ( NASDAQ:WB ) released its quarterly result to the market. The...Seeking Alpha • Aug 23
Weibo: No Growth Yet Still Undervalued
Summary 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 14
Here's What's Concerning About Weibo's (NASDAQ:WB) Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...分析記事 • Jul 24
We Think Weibo (NASDAQ:WB) Can Manage Its Debt With Ease
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Jun 28
Weibo Corporation's (NASDAQ:WB) Subdued P/E Might Signal An Opportunity
With 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 26
Earnings Update: Weibo Corporation (NASDAQ:WB) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts
Last week, you might have seen that Weibo Corporation ( NASDAQ:WB ) released its first-quarter result to the market...Seeking Alpha • May 08
Weibo: The Dividend Is A Start
Summary 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分析記事 • Apr 27
Weibo's (NASDAQ:WB) Returns On Capital Not Reflecting Well On The Business
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Mar 25
Weibo Corporation's (NASDAQ:WB) Business And Shares Still Trailing The Market
With a price-to-earnings (or "P/E") ratio of 6.1x Weibo Corporation ( NASDAQ:WB ) may be sending very bullish signals...Seeking Alpha • Feb 12
Weibo Offers A Low-Risk, High-Uncertainty Bet
Summary 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 13
Weibo: It's Hard To Slay A Social Media Giant
Summary 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株主還元
| WB | US Interactive Media and Services | US 市場 | |
|---|---|---|---|
| 7D | -1.8% | -5.4% | -2.5% |
| 1Y | -25.1% | 40.2% | 20.1% |
業界別リターン: WB過去 1 年間で40.2 % 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20.1 % のリターンを上げたUS市場を下回りました。
価格変動
| WB volatility | |
|---|---|
| WB Average Weekly Movement | 3.5% |
| Interactive Media and Services Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
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 ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2009 | 5,651 | Gaofei Wang | weibo.com |
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、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。
Weibo Corporation 基礎のまとめ
| WB 基礎統計学 | |
|---|---|
| 時価総額 | US$1.80b |
| 収益（TTM） | US$376.77m |
| 売上高(TTM) | US$1.78b |
4.8x
PER（株価収益率1.0x
P/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
| WB 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.78b |
| 売上原価 | US$450.78m |
| 売上総利益 | US$1.33b |
| その他の費用 | US$954.14m |
| 収益 | US$376.77m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.53 |
| グロス・マージン | 74.70% |
| 純利益率 | 21.15% |
| 有利子負債／自己資本比率 | 47.4% |
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
8.4%
現在の配当利回り39%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/24 05:07 |
| 終値 | 2026/06/24 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した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 17 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。30
| アナリスト | 機関 |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Yanfang Jiang | Benchmark Company |
| Xiaomeng Zhuang | BofA Global Research |