View Past PerformanceCheetah Mobile バランスシートの健全性財務の健全性 基準チェック /36Cheetah Mobileの総株主資本はCN¥2.0B 、総負債はCN¥49.7Mで、負債比率は2.5%となります。総資産と総負債はそれぞれCN¥4.7BとCN¥2.7Bです。主要情報2.54%負債資本比率CN¥49.69m負債インタレスト・カバレッジ・レシオn/a現金CN¥1.52bエクイティCN¥1.96b負債合計CN¥2.73b総資産CN¥4.68b財務の健全性に関する最新情報分析記事 • Jun 17We Think Cheetah Mobile (NYSE:CMCM) Needs To Drive Business Growth CarefullyJust because a business does not make any money, does not mean that the stock will go down. For example, although...すべての更新を表示Recent updatesReported Earnings • Apr 28Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥8.40 loss per share (improved from CN¥20.55 loss in FY 2024). Revenue: CN¥1.15b (up 43% from FY 2024). Net loss: CN¥257.7m (loss narrowed 58% from FY 2024). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 82%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 25Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥8.40 loss per share (improved from CN¥20.55 loss in FY 2024). Revenue: CN¥1.15b (up 43% from FY 2024). Net loss: CN¥257.7m (loss narrowed 58% from FY 2024). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 82%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Mar 24New major risk - Revenue and earnings growthEarnings have declined by 36% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 • Mar 19Cheetah Mobile Inc. to Report Q4, 2025 Results on Mar 24, 2026Cheetah Mobile Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 24, 2026Reported Earnings • Nov 26Third quarter 2025 earnings released: CN¥0.35 loss per share (vs CN¥1.55 loss in 3Q 2024)Third quarter 2025 results: CN¥0.35 loss per share (improved from CN¥1.55 loss in 3Q 2024). Revenue: CN¥287.4m (up 50% from 3Q 2024). Net loss: CN¥11.0m (loss narrowed 77% from 3Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 19Cheetah Mobile Inc. to Report Q3, 2025 Results on Nov 26, 2025Cheetah Mobile Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 26, 2025Major Estimate Revision • Oct 01Consensus revenue estimates increase by 22%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥904.0m to CN¥1.10b. Forecast losses expected to reduce from -CN¥6.91 to -CN¥4.85 per share. Software industry in the US expected to see average net income growth of 24% next year. Consensus price target up from US$6.45 to US$11.00. Share price fell 3.8% to US$8.30 over the past week.Reported Earnings • Sep 12Second quarter 2025 earnings released: CN¥0.75 loss per share (vs CN¥4.14 loss in 2Q 2024)Second quarter 2025 results: CN¥0.75 loss per share (improved from CN¥4.14 loss in 2Q 2024). Revenue: CN¥295.2m (up 57% from 2Q 2024). Net loss: CN¥22.6m (loss narrowed 82% from 2Q 2024). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Sep 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Sep 04Cheetah Mobile Inc. to Report Q2, 2025 Results on Sep 11, 2025Cheetah Mobile Inc. announced that they will report Q2, 2025 results Pre-Market on Sep 11, 2025お知らせ • Jul 28Cheetah Mobile Inc. (NYSE:CMCM) agreed to acquire 60.80% stake in UFACTORY TECHNOLOGY (HONGKONG) Co., LIMITED for CNY 99.5 million.Cheetah Mobile Inc. (NYSE:CMCM) agreed to acquire 60.80% stake in UFACTORY TECHNOLOGY (HONGKONG) Co., LIMITED for CNY 99.5 million on July 28, 2025. A cash consideration of CNY 99.5 million will be paid by Cheetah Mobile Inc. As part of consideration, CNY 99.5 million is paid towards common equity of UFACTORY TECHNOLOGY (HONGKONG) Co., LIMITED. Prior to the transaction, another wholly-owned subsidiary of Cheetah Mobile already held 19.2% of UFACTORY's total equity interest. Following this transaction, Cheetah Mobile and its subsidiaries will collectively hold approximately 80.0% of UFACTORY's total equity interest. The transaction will be financed through Cheetah Mobile Inc.'s cash reserves of CNY 99.5 million. The transaction is subject to approval of offer by acquirer board and customary closing conditions. The deal has been approved by the board. The expected completion of the transaction is in the third quarter of 2025.分析記事 • Jul 12Cheetah Mobile Inc. (NYSE:CMCM) Held Back By Insufficient Growth Even After Shares Climb 27%Cheetah Mobile Inc. ( NYSE:CMCM ) shares have continued their recent momentum with a 27% gain in the last month alone...Major Estimate Revision • Jul 11Consensus EPS estimates fall by 161%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -CN¥2.65 to -CN¥6.91 per share. Revenue forecast of CN¥904.0m unchanged since last update. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target broadly unchanged at US$6.40. Share price rose 8.3% to US$5.20 over the past week.Reported Earnings • Jun 20First quarter 2025 earnings released: CN¥1.10 loss per share (vs CN¥2.68 loss in 1Q 2024)First quarter 2025 results: CN¥1.10 loss per share (improved from CN¥2.68 loss in 1Q 2024). Revenue: CN¥259.0m (up 36% from 1Q 2024). Net loss: CN¥33.4m (loss narrowed 58% from 1Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.お知らせ • Jun 18Cheetah Mobile Inc. to Report Q1, 2025 Results on Jun 19, 2025Cheetah Mobile Inc. announced that they will report Q1, 2025 results Pre-Market on Jun 19, 2025New Risk • Apr 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$99.2m market cap).Reported Earnings • Mar 26Full year 2024 earnings released: CN¥20.54 loss per share (vs CN¥20.47 loss in FY 2023)Full year 2024 results: CN¥20.54 loss per share (further deteriorated from CN¥20.47 loss in FY 2023). Revenue: CN¥806.9m (up 21% from FY 2023). Net loss: CN¥617.6m (loss widened 2.4% from FY 2023). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Mar 19Cheetah Mobile Inc. to Report Q4, 2024 Results on Mar 26, 2025Cheetah Mobile Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 26, 2025分析記事 • Mar 01Cheetah Mobile Inc.'s (NYSE:CMCM) Shares Leap 26% Yet They're Still Not Telling The Full StoryThose holding Cheetah Mobile Inc. ( NYSE:CMCM ) shares would be relieved that the share price has rebounded 26% in the...分析記事 • Jan 09Little Excitement Around Cheetah Mobile Inc.'s (NYSE:CMCM) Revenues As Shares Take 27% PoundingCheetah Mobile Inc. ( NYSE:CMCM ) shares have had a horrible month, losing 27% after a relatively good period...Seeking Alpha • Dec 29Cheetah Mobile: Deep Pockets Required For Robotics, LLM App SpaceSummary Cheetah Mobile's stock has declined over 50% since our April 2021 'Buy' rating, despite the S&P500's 42% rally in the same period. Recent technical indicators suggest a bullish trend, with a potential upside breakout to $9, but we maintain a 'Hold' rating for now. Elevated R&D expenses, particularly in AI and robotics, are necessary but have delayed profitability, despite positive revenue growth and reduced operating losses. The consolidation of Beijing OrionStar and Cheetah teams aims to reduce costs, but sustained investment is needed to achieve long-term profitability. Read the full article on Seeking AlphaReported Earnings • Dec 18Third quarter 2024 earnings released: CN¥0.81 loss per share (vs CN¥5.45 loss in 3Q 2023)Third quarter 2024 results: CN¥0.81 loss per share (improved from CN¥5.45 loss in 3Q 2023). Revenue: CN¥164.8m (flat on 3Q 2023). Net loss: CN¥24.3m (loss narrowed 85% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Dec 11Cheetah Mobile Inc. to Report Q3, 2024 Results on Dec 17, 2024Cheetah Mobile Inc. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Dec 17, 2024New Risk • Jul 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.8m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 51% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (3.1% increase in shares outstanding). Market cap is less than US$100m (US$99.8m market cap).分析記事 • Jul 11Benign Growth For Cheetah Mobile Inc. (NYSE:CMCM) Underpins Stock's 27% PlummetCheetah Mobile Inc. ( NYSE:CMCM ) shares have had a horrible month, losing 27% after a relatively good period...Board Change • Jul 10Less 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 Shengwu Wu was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Recent Insider Transactions Derivative • Jun 27Senior Vice President notifies of intention to sell stockMingyan Sun intends to sell 46k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of June. If the sale is conducted around the recent share price of US$5.31, it would amount to US$244k. As of today, Mingyan currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.Reported Earnings • Jun 09First quarter 2024 earnings released: CN¥2.68 loss per share (vs CN¥0.64 loss in 1Q 2023)First quarter 2024 results: CN¥2.68 loss per share (further deteriorated from CN¥0.64 loss in 1Q 2023). Revenue: CN¥190.3m (up 12% from 1Q 2023). Net loss: CN¥80.0m (loss widened 330% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.New Risk • Jun 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 55% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (3.1% increase in shares outstanding).お知らせ • Jun 02Cheetah Mobile Inc. to Report Q1, 2024 Results on Jun 07, 2024Cheetah Mobile Inc. announced that they will report Q1, 2024 results Pre-Market on Jun 07, 2024分析記事 • May 23Cheetah Mobile Inc. (NYSE:CMCM) Held Back By Insufficient Growth Even After Shares Climb 44%Despite an already strong run, Cheetah Mobile Inc. ( NYSE:CMCM ) shares have been powering on, with a gain of 44% in...New Risk • Apr 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 55% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (3.1% increase in shares outstanding).New Risk • Apr 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 55% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (2.0% increase in shares outstanding).分析記事 • Mar 29Cheetah Mobile Inc.'s (NYSE:CMCM) Share Price Boosted 27% But Its Business Prospects Need A Lift TooThe Cheetah Mobile Inc. ( NYSE:CMCM ) share price has done very well over the last month, posting an excellent gain of...分析記事 • Mar 29There's No Escaping Cheetah Mobile Inc.'s (NYSE:CMCM) Muted Revenues Despite A 27% Share Price RiseCheetah Mobile Inc. ( NYSE:CMCM ) shareholders have had their patience rewarded with a 27% share price jump in the last...Reported Earnings • Mar 24Full year 2023 earnings released: CN¥20.47 loss per share (vs CN¥18.09 loss in FY 2022)Full year 2023 results: CN¥20.47 loss per share (further deteriorated from CN¥18.09 loss in FY 2022). Revenue: CN¥669.5m (down 24% from FY 2022). Net loss: CN¥602.9m (loss widened 16% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.お知らせ • Mar 23Cheetah Mobile Inc. Provides Earnings Guidance for the First Half of 2024Cheetah Mobile Inc. provided earnings guidance for the first half of 2024. For the period, the company expects its total revenues to be between RMB 350 million (USD 49.3 million) and RMB 400 million (USD 56.3 million). This amount reflects the Company's current and preliminary expectations.New Risk • Mar 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 61% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (US$71.0m market cap).New Risk • Dec 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 61% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (US$66.1m market cap).お知らせ • Dec 05Cheetah Mobile Inc. (NYSE:CMCM) acquired 35.17% stake in Beijing OrionStar Technology Co., Ltd. from certain of the existing shareholders including Sheng Fu for $37.6 million.Cheetah Mobile Inc. (NYSE:CMCM) acquired 35.17% stake in Beijing OrionStar Technology Co., Ltd. from certain of the existing shareholders including Sheng Fu for $37.6 million on December 4, 2023. The transaction was approved by the Board of Directors of Cheetah Mobile. Cheetah Mobile Inc. (NYSE:CMCM) completed the acquisition of 35.17% stake in Beijing OrionStar Technology Co., Ltd. from certain of the existing shareholders including Sheng Fu on December 4, 2023.Reported Earnings • Aug 20First half 2023 earnings released: CN¥9.55 loss per share (vs CN¥2.52 loss in 1H 2022)First half 2023 results: CN¥9.55 loss per share (further deteriorated from CN¥2.52 loss in 1H 2022). Revenue: CN¥337.4m (down 5.5% from 1H 2022). Net loss: CN¥277.4m (loss widened 282% from 1H 2022). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 42% per year, which means it has not declined as severely as earnings.お知らせ • Aug 19Cheetah Mobile Inc. Provides Revenue Guidance for the Second Half of 2023Cheetah Mobile Inc. provided revenue guidance for the second half of 2023. For the period, the company expected total revenues to be between RMB 310 million (USD 42.8 million) and RMB 360 million (USD 49.6 million).お知らせ • Aug 03Cheetah Mobile Inc. Announces Executive ChangesCheetah Mobile Inc. announced the appointment of Mr. Shengwu Wu as an independent director to its board of directors, effective August 1, 2023. Mr. Wu will also serve as a member of the nominating and corporate governance committee of the Board, and a member and chairman of the compensation committee of the Board. Mr. Wu has held the position of global executive vice president at Tsinghua Unigroup and chairman of the board of the directors of Xiamen Education Technology Group Co. Ltd. since 2019. Additionally, he currently serves as chairman of the board of the directors and chief executive officer of Unic Memory Technology Co. Ltd. Prior to joining Tsinghua Unigroup, Mr. Wu served as the deputy director of the Department of Electronic Information at the Ministry of Industry and Information Technology of the People’s Republic of China from 2016 to 2019, district head of Haishu District, Ningbo, China from 2011 to 2016, and director of Ningbo Information Industry Bureau from 2006 to 2011. With over two decades of experience in the information and communication technologies (ICT) field, Mr. Wu possesses extensive industry management experience. Mr. Wu received his bachelor’s degree in engineering and master’s degree in laws from Tsinghua University, and a Ph.D. degree in administration from Huazhong University of Science and Technology. The company also announced the resignation of Ms. Ning Zhang as an independent director of the Company, a member of the nominating and corporate governance committee of the Board, and a member and chairperson of the compensation committee of the Board, effective August 1, 2023. Ms. Zhang’s resignation did not result from any disagreement with the Company. After the changes, the Board will consist of six members, three of whom will be independent directors. Both the nominating and corporate governance committee and the compensation committee will consist solely of independent directors.分析記事 • Jun 17We Think Cheetah Mobile (NYSE:CMCM) Needs To Drive Business Growth CarefullyJust because a business does not make any money, does not mean that the stock will go down. For example, although...Reported Earnings • Apr 12Full year 2022 earnings released: CN¥17.78 loss per share (vs CN¥12.35 loss in FY 2021)Full year 2022 results: CN¥17.78 loss per share (further deteriorated from CN¥12.35 loss in FY 2021). Revenue: CN¥884.1m (up 13% from FY 2021). Net loss: CN¥513.5m (loss widened 45% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.Reported Earnings • Dec 28First half 2022 earnings released: CN¥2.52 loss per share (vs CN¥2.71 profit in 1H 2021)First half 2022 results: CN¥2.52 loss per share (down from CN¥2.71 profit in 1H 2021). Revenue: CN¥357.0m (down 13% from 1H 2021). Net loss: CN¥72.6m (down 194% from profit in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 56% per year whereas the company’s share price has fallen by 53% per year.Seeking Alpha • Dec 27Cheetah Mobile GAAP EPS of $0.39, revenue of $53.3MCheetah Mobile press release (NYSE:CMCM): 1H GAAP EPS of $0.39. Revenue of $53.3M(+13% Y/Y) Gross margin was 65.5% in the first half of 2022, compared to 73.2% in the first half of 2021. Non-GAAP gross margin was 65.6% in the first half of 2022, compared to 73.4% in the first half of 2021. Operating loss for AI and others was RMB104.1 million in the first half of 2022, compare with an operating loss of RMB122.1 million in the same period last year.Board Change • Dec 03Less 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 Yun Zhang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Director Yun Zhang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Seeking Alpha • Sep 21SEC charges Cheetah Mobile's CEO and its former president with insider tradingCheetah Mobile (NYSE:CMCM) shares fall premarket as the SEC charged the CEO and the company’s former President with insider trading for selling Cheetah Mobile’s securities. In 2016, Sheng Fu and Ming Xu sold 96,000 Cheetah Mobile ADS under the trading plan and avoided losses of ~$203,290 and $100,127, respectively. The order also finds that Sheng Fu made materially misleading public statements about Cheetah Mobile’s revenue trends during the company’s March 2016 earnings call. Without admitting or denying the SEC’s findings, Sheng Fu and Ming Xu agreed to cease-and-desist orders, undertakings relating to their future securities trading, and to pay civil penalties of $556,580 and $200,254, respectively. CMCM -7.90% premarket to $2.65.Seeking Alpha • Aug 23Cheetah Mobile announces ADS ratio change effective from September 2Cheetah Mobile (NYSE:CMCM) will change the ratio of its American Depositary Share to Class A ordinary share from one (1) ADS representing ten (10) Shares to one (1) ADS representing fifty (50) Shares, effective September 2, 2022. For ADS holders, the change in the ADS ratio will have the same effect as a one-for-five reverse ADS split. Effective September 2, 2022, ADS holders will be required on a mandatory basis to surrender their old ADS to the depositary bank for cancellation at the rate of five (5) old ADSs for one (1) new ADS. The depositary bank will attempt to sell any fractional ADSs and distribute the cash proceeds. The ADS ratio change will have no impact on company's underlying ordinary shares.Board Change • Jul 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Director Yun Zhang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Director Yun Zhang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 42% share price gain to US$1.04, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 38x in the Software industry in the US. Total loss to shareholders of 70% over the past three years.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to US$1.03, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 40x in the Software industry in the US. Total loss to shareholders of 74% over the past three years.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$1.51, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 43x in the Software industry in the US. Total loss to shareholders of 57% over the past three years.Reported Earnings • Nov 26Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: CN¥0.35 loss per share (down from CN¥1.83 profit in 3Q 2020). Revenue: CN¥209.6m (down 43% from 3Q 2020). Net loss: CN¥49.5m (down 119% from profit in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.分析記事 • Sep 21Is Now The Time To Look At Buying Cheetah Mobile Inc. (NYSE:CMCM)?While Cheetah Mobile Inc. ( NYSE:CMCM ) might not be the most widely known stock at the moment, it received a lot of...Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to US$1.63, the stock trades at a trailing P/E ratio of 3.8x. Average forward P/E is 58x in the Software industry in the US. Total loss to shareholders of 69% over the past three years.Reported Earnings • Sep 08Second quarter 2021 earnings released: EPS CN¥0.006 (vs CN¥1.40 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥211.7m (down 46% from 2Q 2020). Net income: CN¥917.0k (down 100% from 2Q 2020). Profit margin: 0.4% (down from 49% in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 23 percentage points per year, which is a significant difference in performance.分析記事 • Apr 29Should You Think About Buying Cheetah Mobile Inc. (NYSE:CMCM) Now?While Cheetah Mobile Inc. ( NYSE:CMCM ) might not be the most widely known stock at the moment, it saw a double-digit...Executive Departure • Apr 02Senior VP & Director has left the companyOn the 31st of March, Pin Zhou's tenure as Senior VP & Director ended after 3.1 years in the role. We don't have any record of a personal shareholding under Pin's name. A total of 3 executives have left over the last 12 months.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥2.17, the stock trades at a trailing P/E ratio of 4.8x. Average forward P/E is 66x in the Software industry in the US. Total loss to shareholders of 68% over the past three years.Reported Earnings • Mar 25Full year 2020 earnings released: EPS CN¥2.98 (vs CN¥2.51 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CN¥1.56b (down 57% from FY 2019). Net income: CN¥416.7m (up CN¥760.9m from FY 2019). Profit margin: 27% (up from net loss in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 27 percentage points per year, which is a significant difference in performance.分析記事 • Mar 08What Is The Ownership Structure Like For Cheetah Mobile Inc. (NYSE:CMCM)?Every investor in Cheetah Mobile Inc. ( NYSE:CMCM ) should be aware of the most powerful shareholder groups...Is New 90 Day High Low • Feb 12New 90-day high: US$3.62The company is up 87% from its price of US$1.94 on 13 November 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 17% over the same period.Is New 90 Day High Low • Jan 22New 90-day high: US$2.45The company is up 24% from its price of US$1.97 on 23 October 2020. The American market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period.Recent Insider Transactions Derivative • Jan 01Senior VP & Director notifies of intention to sell stockJie Xiao intends to sell roughly 30.16k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of December. If the sale is conducted around the recent share price of US$1.96, it would amount to US$59k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Is New 90 Day High Low • Jan 01New 90-day low: US$1.80The company is down 11% from its price of US$2.02 on 02 October 2020. The American market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period.Is New 90 Day High Low • Dec 01New 90-day high: US$2.38The company is up 18% from its price of US$2.01 on 01 September 2020. The American market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 1.0% over the same period.Reported Earnings • Nov 25Third quarter 2020 earnings released: EPS CN¥1.83The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: CN¥365.1m (down 60% from 3Q 2019). Net income: CN¥259.2m (down 43% from 3Q 2019). Profit margin: 71% (up from 49% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 64% per year but the company’s share price has only fallen by 45% per year, which means it has not declined as severely as earnings.分析記事 • Nov 23Do Institutions Own Cheetah Mobile Inc. (NYSE:CMCM) Shares?A look at the shareholders of Cheetah Mobile Inc. (NYSE:CMCM) can tell us which group is most powerful. Institutions...財務状況分析短期負債: CMCMの 短期資産 ( CN¥3.2B ) が 短期負債 ( CN¥2.5B ) を超えています。長期負債: CMCMの短期資産 ( CN¥3.2B ) が 長期負債 ( CN¥176.1M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: CMCM総負債よりも多くの現金を保有しています。負債の削減: CMCMの負債対資本比率は、過去 5 年間で0%から2.5%に増加しました。債務返済能力: CMCMの 営業キャッシュフロー はマイナスであるため、負債は十分にカバーされていません。インタレストカバレッジ: CMCMの負債に対する 利息支払い が EBIT によって 十分にカバーされている かどうかを判断するにはデータが不十分です。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/05/20 07:01終値2026/05/20 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Cheetah Mobile Inc. 1 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Eric ChenCGS InternationalYunfan HaoChina Merchants Securities (HK) Co., LtdYi Jing WeiCitigroup Inc8 その他のアナリストを表示
分析記事 • Jun 17We Think Cheetah Mobile (NYSE:CMCM) Needs To Drive Business Growth CarefullyJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Reported Earnings • Apr 28Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥8.40 loss per share (improved from CN¥20.55 loss in FY 2024). Revenue: CN¥1.15b (up 43% from FY 2024). Net loss: CN¥257.7m (loss narrowed 58% from FY 2024). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 82%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 25Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: CN¥8.40 loss per share (improved from CN¥20.55 loss in FY 2024). Revenue: CN¥1.15b (up 43% from FY 2024). Net loss: CN¥257.7m (loss narrowed 58% from FY 2024). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 82%. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Mar 24New major risk - Revenue and earnings growthEarnings have declined by 36% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 • Mar 19Cheetah Mobile Inc. to Report Q4, 2025 Results on Mar 24, 2026Cheetah Mobile Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 24, 2026
Reported Earnings • Nov 26Third quarter 2025 earnings released: CN¥0.35 loss per share (vs CN¥1.55 loss in 3Q 2024)Third quarter 2025 results: CN¥0.35 loss per share (improved from CN¥1.55 loss in 3Q 2024). Revenue: CN¥287.4m (up 50% from 3Q 2024). Net loss: CN¥11.0m (loss narrowed 77% from 3Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 19Cheetah Mobile Inc. to Report Q3, 2025 Results on Nov 26, 2025Cheetah Mobile Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 26, 2025
Major Estimate Revision • Oct 01Consensus revenue estimates increase by 22%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CN¥904.0m to CN¥1.10b. Forecast losses expected to reduce from -CN¥6.91 to -CN¥4.85 per share. Software industry in the US expected to see average net income growth of 24% next year. Consensus price target up from US$6.45 to US$11.00. Share price fell 3.8% to US$8.30 over the past week.
Reported Earnings • Sep 12Second quarter 2025 earnings released: CN¥0.75 loss per share (vs CN¥4.14 loss in 2Q 2024)Second quarter 2025 results: CN¥0.75 loss per share (improved from CN¥4.14 loss in 2Q 2024). Revenue: CN¥295.2m (up 57% from 2Q 2024). Net loss: CN¥22.6m (loss narrowed 82% from 2Q 2024). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Sep 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Sep 04Cheetah Mobile Inc. to Report Q2, 2025 Results on Sep 11, 2025Cheetah Mobile Inc. announced that they will report Q2, 2025 results Pre-Market on Sep 11, 2025
お知らせ • Jul 28Cheetah Mobile Inc. (NYSE:CMCM) agreed to acquire 60.80% stake in UFACTORY TECHNOLOGY (HONGKONG) Co., LIMITED for CNY 99.5 million.Cheetah Mobile Inc. (NYSE:CMCM) agreed to acquire 60.80% stake in UFACTORY TECHNOLOGY (HONGKONG) Co., LIMITED for CNY 99.5 million on July 28, 2025. A cash consideration of CNY 99.5 million will be paid by Cheetah Mobile Inc. As part of consideration, CNY 99.5 million is paid towards common equity of UFACTORY TECHNOLOGY (HONGKONG) Co., LIMITED. Prior to the transaction, another wholly-owned subsidiary of Cheetah Mobile already held 19.2% of UFACTORY's total equity interest. Following this transaction, Cheetah Mobile and its subsidiaries will collectively hold approximately 80.0% of UFACTORY's total equity interest. The transaction will be financed through Cheetah Mobile Inc.'s cash reserves of CNY 99.5 million. The transaction is subject to approval of offer by acquirer board and customary closing conditions. The deal has been approved by the board. The expected completion of the transaction is in the third quarter of 2025.
分析記事 • Jul 12Cheetah Mobile Inc. (NYSE:CMCM) Held Back By Insufficient Growth Even After Shares Climb 27%Cheetah Mobile Inc. ( NYSE:CMCM ) shares have continued their recent momentum with a 27% gain in the last month alone...
Major Estimate Revision • Jul 11Consensus EPS estimates fall by 161%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -CN¥2.65 to -CN¥6.91 per share. Revenue forecast of CN¥904.0m unchanged since last update. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target broadly unchanged at US$6.40. Share price rose 8.3% to US$5.20 over the past week.
Reported Earnings • Jun 20First quarter 2025 earnings released: CN¥1.10 loss per share (vs CN¥2.68 loss in 1Q 2024)First quarter 2025 results: CN¥1.10 loss per share (improved from CN¥2.68 loss in 1Q 2024). Revenue: CN¥259.0m (up 36% from 1Q 2024). Net loss: CN¥33.4m (loss narrowed 58% from 1Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Jun 18Cheetah Mobile Inc. to Report Q1, 2025 Results on Jun 19, 2025Cheetah Mobile Inc. announced that they will report Q1, 2025 results Pre-Market on Jun 19, 2025
New Risk • Apr 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Market cap is less than US$100m (US$99.2m market cap).
Reported Earnings • Mar 26Full year 2024 earnings released: CN¥20.54 loss per share (vs CN¥20.47 loss in FY 2023)Full year 2024 results: CN¥20.54 loss per share (further deteriorated from CN¥20.47 loss in FY 2023). Revenue: CN¥806.9m (up 21% from FY 2023). Net loss: CN¥617.6m (loss widened 2.4% from FY 2023). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 19Cheetah Mobile Inc. to Report Q4, 2024 Results on Mar 26, 2025Cheetah Mobile Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 26, 2025
分析記事 • Mar 01Cheetah Mobile Inc.'s (NYSE:CMCM) Shares Leap 26% Yet They're Still Not Telling The Full StoryThose holding Cheetah Mobile Inc. ( NYSE:CMCM ) shares would be relieved that the share price has rebounded 26% in the...
分析記事 • Jan 09Little Excitement Around Cheetah Mobile Inc.'s (NYSE:CMCM) Revenues As Shares Take 27% PoundingCheetah Mobile Inc. ( NYSE:CMCM ) shares have had a horrible month, losing 27% after a relatively good period...
Seeking Alpha • Dec 29Cheetah Mobile: Deep Pockets Required For Robotics, LLM App SpaceSummary Cheetah Mobile's stock has declined over 50% since our April 2021 'Buy' rating, despite the S&P500's 42% rally in the same period. Recent technical indicators suggest a bullish trend, with a potential upside breakout to $9, but we maintain a 'Hold' rating for now. Elevated R&D expenses, particularly in AI and robotics, are necessary but have delayed profitability, despite positive revenue growth and reduced operating losses. The consolidation of Beijing OrionStar and Cheetah teams aims to reduce costs, but sustained investment is needed to achieve long-term profitability. Read the full article on Seeking Alpha
Reported Earnings • Dec 18Third quarter 2024 earnings released: CN¥0.81 loss per share (vs CN¥5.45 loss in 3Q 2023)Third quarter 2024 results: CN¥0.81 loss per share (improved from CN¥5.45 loss in 3Q 2023). Revenue: CN¥164.8m (flat on 3Q 2023). Net loss: CN¥24.3m (loss narrowed 85% from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 11Cheetah Mobile Inc. to Report Q3, 2024 Results on Dec 17, 2024Cheetah Mobile Inc. announced that they will report Q3, 2024 results at 9:30 AM, US Eastern Standard Time on Dec 17, 2024
New Risk • Jul 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.8m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 51% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (3.1% increase in shares outstanding). Market cap is less than US$100m (US$99.8m market cap).
分析記事 • Jul 11Benign Growth For Cheetah Mobile Inc. (NYSE:CMCM) Underpins Stock's 27% PlummetCheetah Mobile Inc. ( NYSE:CMCM ) shares have had a horrible month, losing 27% after a relatively good period...
Board Change • Jul 10Less 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 Shengwu Wu was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions Derivative • Jun 27Senior Vice President notifies of intention to sell stockMingyan Sun intends to sell 46k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of June. If the sale is conducted around the recent share price of US$5.31, it would amount to US$244k. As of today, Mingyan currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Reported Earnings • Jun 09First quarter 2024 earnings released: CN¥2.68 loss per share (vs CN¥0.64 loss in 1Q 2023)First quarter 2024 results: CN¥2.68 loss per share (further deteriorated from CN¥0.64 loss in 1Q 2023). Revenue: CN¥190.3m (up 12% from 1Q 2023). Net loss: CN¥80.0m (loss widened 330% from 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
New Risk • Jun 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (16% average weekly change). Earnings have declined by 55% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (3.1% increase in shares outstanding).
お知らせ • Jun 02Cheetah Mobile Inc. to Report Q1, 2024 Results on Jun 07, 2024Cheetah Mobile Inc. announced that they will report Q1, 2024 results Pre-Market on Jun 07, 2024
分析記事 • May 23Cheetah Mobile Inc. (NYSE:CMCM) Held Back By Insufficient Growth Even After Shares Climb 44%Despite an already strong run, Cheetah Mobile Inc. ( NYSE:CMCM ) shares have been powering on, with a gain of 44% in...
New Risk • Apr 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 55% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (3.1% increase in shares outstanding).
New Risk • Apr 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 55% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (2.0% increase in shares outstanding).
分析記事 • Mar 29Cheetah Mobile Inc.'s (NYSE:CMCM) Share Price Boosted 27% But Its Business Prospects Need A Lift TooThe Cheetah Mobile Inc. ( NYSE:CMCM ) share price has done very well over the last month, posting an excellent gain of...
分析記事 • Mar 29There's No Escaping Cheetah Mobile Inc.'s (NYSE:CMCM) Muted Revenues Despite A 27% Share Price RiseCheetah Mobile Inc. ( NYSE:CMCM ) shareholders have had their patience rewarded with a 27% share price jump in the last...
Reported Earnings • Mar 24Full year 2023 earnings released: CN¥20.47 loss per share (vs CN¥18.09 loss in FY 2022)Full year 2023 results: CN¥20.47 loss per share (further deteriorated from CN¥18.09 loss in FY 2022). Revenue: CN¥669.5m (down 24% from FY 2022). Net loss: CN¥602.9m (loss widened 16% from FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 23Cheetah Mobile Inc. Provides Earnings Guidance for the First Half of 2024Cheetah Mobile Inc. provided earnings guidance for the first half of 2024. For the period, the company expects its total revenues to be between RMB 350 million (USD 49.3 million) and RMB 400 million (USD 56.3 million). This amount reflects the Company's current and preliminary expectations.
New Risk • Mar 05New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 61% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (US$71.0m market cap).
New Risk • Dec 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 61% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Market cap is less than US$100m (US$66.1m market cap).
お知らせ • Dec 05Cheetah Mobile Inc. (NYSE:CMCM) acquired 35.17% stake in Beijing OrionStar Technology Co., Ltd. from certain of the existing shareholders including Sheng Fu for $37.6 million.Cheetah Mobile Inc. (NYSE:CMCM) acquired 35.17% stake in Beijing OrionStar Technology Co., Ltd. from certain of the existing shareholders including Sheng Fu for $37.6 million on December 4, 2023. The transaction was approved by the Board of Directors of Cheetah Mobile. Cheetah Mobile Inc. (NYSE:CMCM) completed the acquisition of 35.17% stake in Beijing OrionStar Technology Co., Ltd. from certain of the existing shareholders including Sheng Fu on December 4, 2023.
Reported Earnings • Aug 20First half 2023 earnings released: CN¥9.55 loss per share (vs CN¥2.52 loss in 1H 2022)First half 2023 results: CN¥9.55 loss per share (further deteriorated from CN¥2.52 loss in 1H 2022). Revenue: CN¥337.4m (down 5.5% from 1H 2022). Net loss: CN¥277.4m (loss widened 282% from 1H 2022). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 42% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 19Cheetah Mobile Inc. Provides Revenue Guidance for the Second Half of 2023Cheetah Mobile Inc. provided revenue guidance for the second half of 2023. For the period, the company expected total revenues to be between RMB 310 million (USD 42.8 million) and RMB 360 million (USD 49.6 million).
お知らせ • Aug 03Cheetah Mobile Inc. Announces Executive ChangesCheetah Mobile Inc. announced the appointment of Mr. Shengwu Wu as an independent director to its board of directors, effective August 1, 2023. Mr. Wu will also serve as a member of the nominating and corporate governance committee of the Board, and a member and chairman of the compensation committee of the Board. Mr. Wu has held the position of global executive vice president at Tsinghua Unigroup and chairman of the board of the directors of Xiamen Education Technology Group Co. Ltd. since 2019. Additionally, he currently serves as chairman of the board of the directors and chief executive officer of Unic Memory Technology Co. Ltd. Prior to joining Tsinghua Unigroup, Mr. Wu served as the deputy director of the Department of Electronic Information at the Ministry of Industry and Information Technology of the People’s Republic of China from 2016 to 2019, district head of Haishu District, Ningbo, China from 2011 to 2016, and director of Ningbo Information Industry Bureau from 2006 to 2011. With over two decades of experience in the information and communication technologies (ICT) field, Mr. Wu possesses extensive industry management experience. Mr. Wu received his bachelor’s degree in engineering and master’s degree in laws from Tsinghua University, and a Ph.D. degree in administration from Huazhong University of Science and Technology. The company also announced the resignation of Ms. Ning Zhang as an independent director of the Company, a member of the nominating and corporate governance committee of the Board, and a member and chairperson of the compensation committee of the Board, effective August 1, 2023. Ms. Zhang’s resignation did not result from any disagreement with the Company. After the changes, the Board will consist of six members, three of whom will be independent directors. Both the nominating and corporate governance committee and the compensation committee will consist solely of independent directors.
分析記事 • Jun 17We Think Cheetah Mobile (NYSE:CMCM) Needs To Drive Business Growth CarefullyJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Reported Earnings • Apr 12Full year 2022 earnings released: CN¥17.78 loss per share (vs CN¥12.35 loss in FY 2021)Full year 2022 results: CN¥17.78 loss per share (further deteriorated from CN¥12.35 loss in FY 2021). Revenue: CN¥884.1m (up 13% from FY 2021). Net loss: CN¥513.5m (loss widened 45% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Dec 28First half 2022 earnings released: CN¥2.52 loss per share (vs CN¥2.71 profit in 1H 2021)First half 2022 results: CN¥2.52 loss per share (down from CN¥2.71 profit in 1H 2021). Revenue: CN¥357.0m (down 13% from 1H 2021). Net loss: CN¥72.6m (down 194% from profit in 1H 2021). Over the last 3 years on average, earnings per share has fallen by 56% per year whereas the company’s share price has fallen by 53% per year.
Seeking Alpha • Dec 27Cheetah Mobile GAAP EPS of $0.39, revenue of $53.3MCheetah Mobile press release (NYSE:CMCM): 1H GAAP EPS of $0.39. Revenue of $53.3M(+13% Y/Y) Gross margin was 65.5% in the first half of 2022, compared to 73.2% in the first half of 2021. Non-GAAP gross margin was 65.6% in the first half of 2022, compared to 73.4% in the first half of 2021. Operating loss for AI and others was RMB104.1 million in the first half of 2022, compare with an operating loss of RMB122.1 million in the same period last year.
Board Change • Dec 03Less 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 Yun Zhang was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Director Yun Zhang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Seeking Alpha • Sep 21SEC charges Cheetah Mobile's CEO and its former president with insider tradingCheetah Mobile (NYSE:CMCM) shares fall premarket as the SEC charged the CEO and the company’s former President with insider trading for selling Cheetah Mobile’s securities. In 2016, Sheng Fu and Ming Xu sold 96,000 Cheetah Mobile ADS under the trading plan and avoided losses of ~$203,290 and $100,127, respectively. The order also finds that Sheng Fu made materially misleading public statements about Cheetah Mobile’s revenue trends during the company’s March 2016 earnings call. Without admitting or denying the SEC’s findings, Sheng Fu and Ming Xu agreed to cease-and-desist orders, undertakings relating to their future securities trading, and to pay civil penalties of $556,580 and $200,254, respectively. CMCM -7.90% premarket to $2.65.
Seeking Alpha • Aug 23Cheetah Mobile announces ADS ratio change effective from September 2Cheetah Mobile (NYSE:CMCM) will change the ratio of its American Depositary Share to Class A ordinary share from one (1) ADS representing ten (10) Shares to one (1) ADS representing fifty (50) Shares, effective September 2, 2022. For ADS holders, the change in the ADS ratio will have the same effect as a one-for-five reverse ADS split. Effective September 2, 2022, ADS holders will be required on a mandatory basis to surrender their old ADS to the depositary bank for cancellation at the rate of five (5) old ADSs for one (1) new ADS. The depositary bank will attempt to sell any fractional ADSs and distribute the cash proceeds. The ADS ratio change will have no impact on company's underlying ordinary shares.
Board Change • Jul 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Director Yun Zhang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Director Yun Zhang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 42% share price gain to US$1.04, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 38x in the Software industry in the US. Total loss to shareholders of 70% over the past three years.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to US$1.03, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 40x in the Software industry in the US. Total loss to shareholders of 74% over the past three years.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$1.51, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 43x in the Software industry in the US. Total loss to shareholders of 57% over the past three years.
Reported Earnings • Nov 26Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: CN¥0.35 loss per share (down from CN¥1.83 profit in 3Q 2020). Revenue: CN¥209.6m (down 43% from 3Q 2020). Net loss: CN¥49.5m (down 119% from profit in 3Q 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 38% per year, which means it has not declined as severely as earnings.
分析記事 • Sep 21Is Now The Time To Look At Buying Cheetah Mobile Inc. (NYSE:CMCM)?While Cheetah Mobile Inc. ( NYSE:CMCM ) might not be the most widely known stock at the moment, it received a lot of...
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to US$1.63, the stock trades at a trailing P/E ratio of 3.8x. Average forward P/E is 58x in the Software industry in the US. Total loss to shareholders of 69% over the past three years.
Reported Earnings • Sep 08Second quarter 2021 earnings released: EPS CN¥0.006 (vs CN¥1.40 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥211.7m (down 46% from 2Q 2020). Net income: CN¥917.0k (down 100% from 2Q 2020). Profit margin: 0.4% (down from 49% in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 23 percentage points per year, which is a significant difference in performance.
分析記事 • Apr 29Should You Think About Buying Cheetah Mobile Inc. (NYSE:CMCM) Now?While Cheetah Mobile Inc. ( NYSE:CMCM ) might not be the most widely known stock at the moment, it saw a double-digit...
Executive Departure • Apr 02Senior VP & Director has left the companyOn the 31st of March, Pin Zhou's tenure as Senior VP & Director ended after 3.1 years in the role. We don't have any record of a personal shareholding under Pin's name. A total of 3 executives have left over the last 12 months.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥2.17, the stock trades at a trailing P/E ratio of 4.8x. Average forward P/E is 66x in the Software industry in the US. Total loss to shareholders of 68% over the past three years.
Reported Earnings • Mar 25Full year 2020 earnings released: EPS CN¥2.98 (vs CN¥2.51 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: CN¥1.56b (down 57% from FY 2019). Net income: CN¥416.7m (up CN¥760.9m from FY 2019). Profit margin: 27% (up from net loss in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 27 percentage points per year, which is a significant difference in performance.
分析記事 • Mar 08What Is The Ownership Structure Like For Cheetah Mobile Inc. (NYSE:CMCM)?Every investor in Cheetah Mobile Inc. ( NYSE:CMCM ) should be aware of the most powerful shareholder groups...
Is New 90 Day High Low • Feb 12New 90-day high: US$3.62The company is up 87% from its price of US$1.94 on 13 November 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 17% over the same period.
Is New 90 Day High Low • Jan 22New 90-day high: US$2.45The company is up 24% from its price of US$1.97 on 23 October 2020. The American market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 8.0% over the same period.
Recent Insider Transactions Derivative • Jan 01Senior VP & Director notifies of intention to sell stockJie Xiao intends to sell roughly 30.16k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of December. If the sale is conducted around the recent share price of US$1.96, it would amount to US$59k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Is New 90 Day High Low • Jan 01New 90-day low: US$1.80The company is down 11% from its price of US$2.02 on 02 October 2020. The American market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Dec 01New 90-day high: US$2.38The company is up 18% from its price of US$2.01 on 01 September 2020. The American market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 1.0% over the same period.
Reported Earnings • Nov 25Third quarter 2020 earnings released: EPS CN¥1.83The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2020 results: Revenue: CN¥365.1m (down 60% from 3Q 2019). Net income: CN¥259.2m (down 43% from 3Q 2019). Profit margin: 71% (up from 49% in 3Q 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 64% per year but the company’s share price has only fallen by 45% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 23Do Institutions Own Cheetah Mobile Inc. (NYSE:CMCM) Shares?A look at the shareholders of Cheetah Mobile Inc. (NYSE:CMCM) can tell us which group is most powerful. Institutions...