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Analyst Price Targets
Zhihu Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$3.19 |
| 52週高値 | US$5.55 |
| 52週安値 | US$2.57 |
| ベータ | 0.26 |
| 1ヶ月の変化 | 1.92% |
| 3ヶ月変化 | -0.62% |
| 1年変化 | -33.26% |
| 3年間の変化 | -55.69% |
| 5年間の変化 | -95.21% |
| IPOからの変化 | -93.75% |
最新ニュース
ナラティブの更新 • Jul 07
ZH: Buyback Plans And Softer Revenue Decline Will Shape A Balanced Outlook
Analysts have cut their Zhihu price target to $3.59 from $4.30, reflecting updated views that incorporate a slightly higher discount rate, expectations for a less severe revenue decline, a lower profit margin outlook, and a reduced future P/E assumption. What’s in the News for Zhihu Zhihu began a new share repurchase program on June 30, 2026, following shareholder approval at the Annual General Meeting held the same day.
ナラティブの更新 • Jun 23
ZH: Share Repurchases And Goodwill Reset Will Support Future Upside Potential
Analysts have slightly reduced their Zhihu price target by about $0.00, reflecting somewhat lower revenue growth expectations, a modestly higher discount rate, and a small adjustment to the assumed future P/E and profit margin profile. What's in the News Zhihu completed a share repurchase of 3,700,000 shares, representing 4.56% of its share capital, for HK$4.2 million under the buyback announced on January 5, 2026.Seeking Alpha • Jun 12
Zhihu: Trapped Between Structural Erosion And Fundamental Pivots
Summary Zhihu delivered a revenue and earnings beat in Q1 26, driven by cost control but faces ongoing fundamental decline. We maintain a Hold rating, citing competitive threats from AI apps and an identity crisis as ZH pivots from knowledge-sharing to IP monetization. ZH trades at a 60% discount to net cash, limiting downside, but weak user growth and unproven IP monetization cap upside. Valuation implies asymmetric opportunity, but we remain neutral until paid user growth or IP monetization meaningfully improves. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • Jul 07
ZH: Buyback Plans And Softer Revenue Decline Will Shape A Balanced Outlook
Analysts have cut their Zhihu price target to $3.59 from $4.30, reflecting updated views that incorporate a slightly higher discount rate, expectations for a less severe revenue decline, a lower profit margin outlook, and a reduced future P/E assumption. What’s in the News for Zhihu Zhihu began a new share repurchase program on June 30, 2026, following shareholder approval at the Annual General Meeting held the same day.ナラティブの更新 • Jun 23
ZH: Share Repurchases And Goodwill Reset Will Support Future Upside Potential
Analysts have slightly reduced their Zhihu price target by about $0.00, reflecting somewhat lower revenue growth expectations, a modestly higher discount rate, and a small adjustment to the assumed future P/E and profit margin profile. What's in the News Zhihu completed a share repurchase of 3,700,000 shares, representing 4.56% of its share capital, for HK$4.2 million under the buyback announced on January 5, 2026.Seeking Alpha • Jun 12
Zhihu: Trapped Between Structural Erosion And Fundamental Pivots
Summary Zhihu delivered a revenue and earnings beat in Q1 26, driven by cost control but faces ongoing fundamental decline. We maintain a Hold rating, citing competitive threats from AI apps and an identity crisis as ZH pivots from knowledge-sharing to IP monetization. ZH trades at a 60% discount to net cash, limiting downside, but weak user growth and unproven IP monetization cap upside. Valuation implies asymmetric opportunity, but we remain neutral until paid user growth or IP monetization meaningfully improves. Read the full article on Seeking Alphaナラティブの更新 • Jun 05
ZH: Buybacks And Goodwill Reset Will Support Future Upside Potential
Analysts have nudged their Zhihu price target higher to about $4.55 from roughly $4.43, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Zhihu completed a share repurchase of 3,700,000 shares, representing 4.56% of the company, for HK$4.2 million under the buyback announced on January 5, 2026.ナラティブの更新 • Apr 24
ZH: Goodwill Impairment And Reset Are Expected To Unlock Future Upside
Analysts have trimmed their price target on Zhihu to about $4.43 from roughly $4.52. They cited a slightly higher discount rate and a modestly richer assumed future P/E multiple in their updated models.ナラティブの更新 • Apr 10
ZH: Goodwill Reset And Impairment Charge Will Support Future Upside
Analysts have revised their Zhihu price target from $4.91 to $4.52, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower expected future P/E multiple. What's in the News Zhihu reported an impairment loss on goodwill of RMB 126,344,000 for the fourth quarter ended December 31, 2025, which directly affects reported earnings for that period (Key Developments).ナラティブの更新 • Mar 27
ZH: Share Repurchases And Goodwill Reset Will Support Future Upside
Analysts have reduced their Zhihu price target by about $0.93. This reflects updated views on fair value, a slightly higher discount rate, softer revenue growth assumptions, somewhat lower profit margin expectations, and a higher future P/E multiple.分析記事 • Jul 18
Optimistic Investors Push Zhihu Inc. (NYSE:ZH) Shares Up 29% But Growth Is Lacking
Zhihu Inc. ( NYSE:ZH ) shares have continued their recent momentum with a 29% gain in the last month alone. The last 30...新しいナラティブ • May 31
AI Integration And Premium Content Will Expand Engagement In China
AI-driven engagement and premium content expansion are expected to boost user retention, advertiser appeal, and shift revenue mix toward higher-margin streams.分析記事 • May 31
Zhihu Inc. (NYSE:ZH) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
Shareholders might have noticed that Zhihu Inc. ( NYSE:ZH ) filed its quarterly result this time last week. The early...分析記事 • Apr 20
Zhihu Inc.'s (NYSE:ZH) 27% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio
The Zhihu Inc. ( NYSE:ZH ) share price has softened a substantial 27% over the previous 30 days, handing back much of...Seeking Alpha • Mar 28
Zhihu: Turning Bullish On Bottom-Line Beat And New AI Tool (Rating Upgrade)
Summary I have a Buy rating awarded to Zhihu, as the stock is inexpensive with potential catalysts. The continued narrowing of losses and the growing popularity of the new AI search add-on Zhida can act as valuation re-rating drivers. ZH is currently trading at less than 1 times forward revenue, which is way below its all-time historical P/S average of 2.6x. Read the full article on Seeking Alpha分析記事 • Feb 11
Zhihu Inc. (NYSE:ZH) Surges 27% Yet Its Low P/S Is No Reason For Excitement
The Zhihu Inc. ( NYSE:ZH ) share price has done very well over the last month, posting an excellent gain of 27%. The...Seeking Alpha • Dec 18
Zhihu: Heading In The Right Direction
Summary FY2024 is likely to end with the fourth consecutive annual loss, but the trend is favorable with smaller and smaller losses. ZH is close to breaking even, and profits do not look to be far away as a result of various measures taken by ZH. There are risks hanging over ZH, but its market cap may still be too low, especially if ZH becomes profitable. There is an argument to be made in favor of long ZH after taking into account all the recent progress made. Read the full article on Seeking Alpha分析記事 • Sep 29
Little Excitement Around Zhihu Inc.'s (NYSE:ZH) Revenues
You may think that with a price-to-sales (or "P/S") ratio of 0.7x Zhihu Inc. ( NYSE:ZH ) is a stock worth checking out...分析記事 • Aug 25
Zhihu Inc. (NYSE:ZH) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Zhihu Inc. ( NYSE:ZH ) came out with its quarterly results last week, and we wanted to see how the business is...Seeking Alpha • Aug 25
Zhihu: Bottom Line Improvement Came At The Expense Of Larger Revenue Drop
Summary ZH's Q2 2024 bottom line performance improved significantly with operating and net losses narrowing. Zhihu plans to focus on cost optimization to target the achievement of positive earnings for Q4 2024. Revenue for ZH contracted by -11% YoY in the second quarter despite a bottom line beat, and an unfavorable top line outlook has limited the stock's valuation re-rating potential. Read the full article on Seeking AlphaSeeking Alpha • Jun 13
Zhihu Sees Wider Losses Despite Revenue Beat
Summary ZH's Q1 sales accounted for over a quarter of the full-year consensus revenue estimate, and its first quarter top-line beat is attributable to the vocational training business' good performance. But Zhihu's normalized net loss widened on both QoQ and YoY terms in Q1 2024, and a negative revenue mix might continue to weigh on its future bottom-line performance. The company's latest first quarter results have mixed read-throughs, so I have decided to maintain my Hold rating for ZH. Read the full article on Seeking Alpha分析記事 • May 21
Is Zhihu Inc. (NYSE:ZH) Trading At A 23% Discount?
Key Insights The projected fair value for Zhihu is US$5.25 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Apr 01
News Flash: 8 Analysts Think Zhihu Inc. (NYSE:ZH) Earnings Are Under Threat
Today is shaping up negative for Zhihu Inc. ( NYSE:ZH ) shareholders, with the analysts delivering a substantial...分析記事 • Mar 30
Zhihu Inc. (NYSE:ZH) Just Reported And Analysts Have Been Cutting Their Estimates
Shareholders might have noticed that Zhihu Inc. ( NYSE:ZH ) filed its full-year result this time last week. The early...分析記事 • Feb 03
An Intrinsic Calculation For Zhihu Inc. (NYSE:ZH) Suggests It's 46% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Zhihu fair value estimate is US$1.42 Zhihu's US$0.77 share...分析記事 • Jan 06
Zhihu Inc. (NYSE:ZH) Might Not Be As Mispriced As It Looks
Zhihu Inc.'s ( NYSE:ZH ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a buy right now compared to...Seeking Alpha • Dec 11
Zhihu Q3 Earnings: Still A Hold Considering Both Revenue And Profitability Expectations
Summary Zhihu's revenue growth prospects for 2023 are unfavorable, with analysts projecting a slowdown in expansion. The company's marketing services segment performed poorly in Q3 2023 and is expected to remain under pressure. ZH aims to achieve breakeven in one quarter of FY 2024 but does not expect to generate positive earnings for the full year. Read the full article on Seeking Alpha分析記事 • Aug 26
Zhihu Inc. (NYSE:ZH) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year
It's been a sad week for Zhihu Inc. ( NYSE:ZH ), who've watched their investment drop 14% to US$0.95 in the week since...Seeking Alpha • Aug 24
Zhihu: A Tricky Balancing Act
Summary ZH's Q2 2023 revenue and reported operating loss fell short of analysts' expectations, and the company's share price dropped by -9.4% on the day of the results announcement. It is tough for Zhihu to strike a delicate balance between growing the company's top line and improving its profitability. I deem ZH's shares to be deserving of a Hold rating, considering both its tricky balancing act and its undemanding valuations. Read the full article on Seeking Alpha分析記事 • Jul 21
Is Zhihu Inc. (NYSE:ZH) Trading At A 43% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Zhihu fair value estimate is US$1.93 Zhihu's US$1.10 share...Seeking Alpha • Jun 09
Zhihu Could Stay Cheap Without Catalysts
Summary I think that Zhihu's Q2 2023 results will be inferior to that of its performance for Q1 2023, as per what the analysts are currently forecasting. But ZH's attractive P/S and EV/EBITDA valuations have already largely factored in negatives associated with its lackluster short-term outlook. I keep my Hold rating for Zhihu, as there aren't any catalysts in the near term to drive a positive re-rating of its valuations. Read the full article on Seeking Alpha分析記事 • Apr 17
Take Care Before Diving Into The Deep End On Zhihu Inc. (NYSE:ZH)
There wouldn't be many who think Zhihu Inc.'s ( NYSE:ZH ) price-to-sales (or "P/S") ratio of 1.4x is worth a mention...株主還元
| ZH | US Interactive Media and Services | US 市場 | |
|---|---|---|---|
| 7D | 1.3% | 1.8% | 0.6% |
| 1Y | -33.3% | 48.4% | 19.5% |
業界別リターン: ZH過去 1 年間で48.4 % 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: ZHは、過去 1 年間で19.5 % のリターンを上げたUS市場を下回りました。
価格変動
| ZH volatility | |
|---|---|
| ZH Average Weekly Movement | 5.4% |
| Interactive Media and Services Industry Average Movement | 8.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ZH 、 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: ZHの 週次ボラティリティ ( 5% ) 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 |
|---|---|---|---|
| 2010 | 1,154 | Yuan Zhou | www.zhihu.com |
Zhihu社はその子会社とともに、中華人民共和国でオンラインコンテンツコミュニティを運営している。同社は、キャリア開発、科学技術、ビジネスと金融、消費者意思決定、ライフスタイル、エンターテインメントなど、さまざまなカテゴリーのコンテンツを提供している。また、架空の物語や小説、その他の書籍や雑誌、ライブや録画の講義、オーディオブックなどのプレミアムコンテンツを提供するYan Selection会員プログラムも提供している。さらに、オンライン広告サービスやコンテンツ・コマース・ソリューションからなるマーケティング・サービスや、職業訓練などのコンテンツ関連サービスも提供している。さらに、技術、ビジネスサポート、コンサルティング、インターネットサービスの提供にも携わり、オーディオビジュアル許可証も保有している。同社は以前はZhihu Technology Limitedとして知られていたが、2020年10月にZhihu Inc.に社名を変更した。Zhihu社は2010年に設立され、本社は中華人民共和国の北京にある。
Zhihu Inc. 基礎のまとめ
| ZH 基礎統計学 | |
|---|---|
| 時価総額 | US$250.49m |
| 収益（TTM） | -US$28.16m |
| 売上高(TTM) | US$393.09m |
0.6x
P/Sレシオ-8.9x
PER（株価収益率ZH は割高か？
公正価値と評価分析を参照収益と収入
| ZH 損益計算書（TTM） | |
|---|---|
| 収益 | CN¥2.67b |
| 売上原価 | CN¥1.09b |
| 売上総利益 | CN¥1.58b |
| その他の費用 | CN¥1.78b |
| 収益 | -CN¥191.31m |
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） | -2.44 |
| グロス・マージン | 59.34% |
| 純利益率 | -7.16% |
| 有利子負債／自己資本比率 | 0% |
ZH の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/09 15:38 |
| 終値 | 2026/07/09 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
Zhihu Inc. 6 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。11
| アナリスト | 機関 |
|---|---|
| Xueqing Zhang | China International Capital Corporation Limited |
| Yi Jing Wei | Citigroup Inc |
| Yang You | CLSA |