Weibo Corporation

NasdaqGS:WB 株式レポート

時価総額：US$2.1b

Weibo 過去の業績

過去 基準チェック /56

Weiboは、平均年間9.1%の収益成長を遂げていますが、 Interactive Media and Services業界の収益は、年間 成長しています。収益は、平均年間18.3% 3.6%収益成長率で 減少しています。 Weiboの自己資本利益率は11.5%であり、純利益率は25.6%です。

主要情報

9.07%

収益成長率

7.89%

EPS成長率

Interactive Media and Services 業界の成長6.15%
収益成長率-3.65%
株主資本利益率11.51%
ネット・マージン25.55%
次回の業績アップデート28 May 2026

最近の業績更新

Recent updates

ナラティブ更新 • 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.
Seeking Alpha • Mar 30

Weibo: Consider Potential Growth Acceleration And Margin Pressures

Summary 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
ナラティブ更新 • 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
User avatar
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 Alpha
Seeking 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
Seeking Alpha • Sep 01

Weibo Non-GAAP EPS of $0.46 beats by $0.01, revenue of $450.2M beats by $0.79M

Weibo 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 03

Weibo: Fundamentals Point To Strong Upside

Weibo 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 07

Weibo Plays With The Big Boys In Numbers, But Investors Still Worry

Despite 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 19

Is 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...

収支内訳

Weibo の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:WB 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Dec 251,757449546324
30 Sep 251,741463543308
30 Jun 251,763372552310
31 Mar 251,756358576304
31 Dec 241,755301582309
30 Sep 241,762375597300
30 Jun 241,739322578302
31 Mar 241,742292566324
31 Dec 231,760343579334
30 Sep 231,744401484366
30 Jun 231,756307491380
31 Mar 231,765254506393
31 Dec 221,83686530415
30 Sep 222,00559639430
30 Jun 222,158258673452
31 Mar 222,283311716447
31 Dec 212,257428725431
30 Sep 212,154342688407
30 Jun 212,013194660372
31 Mar 211,825311614346
31 Dec 201,690313557324
30 Sep 201,645379554309
30 Jun 201,647492563295
31 Mar 201,691396549289
31 Dec 191,767495556284
30 Sep 191,781566558272
30 Jun 191,773585556269
31 Mar 191,768623578259
31 Dec 181,719572571250
30 Sep 181,614536520245
30 Jun 181,474472457230
31 Mar 181,301405377215
31 Dec 171,150353318193
30 Sep 17985265275175
30 Jun 17842196237164
31 Mar 17736148209156
31 Dec 16656108190154
30 Sep 1659284174151
30 Jun 1654067161149
31 Mar 1650145156146
31 Dec 1547835155143
30 Sep 1543420152140
30 Jun 153931155134

質の高い収益: WBは 高品質の収益 を持っています。

利益率の向上: WBの現在の純利益率 (25.6%)は、昨年(17.1%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: WBの収益は過去 5 年間で年間9.1%増加しました。

成長の加速: WBの過去 1 年間の収益成長率 ( 49.3% ) は、5 年間の平均 ( 年間9.1%を上回っています。

収益対業界: WBの過去 1 年間の収益成長率 ( 49.3% ) はInteractive Media and Services業界-1.3%を上回りました。

株主資本利益率

高いROE: WBの 自己資本利益率 ( 11.5% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 10:22
終値2026/05/08 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

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 LLP
Yanfang JiangBenchmark Company
Xiaomeng ZhuangBofA Global Research