Bilibili Inc.

NasdaqGS:BILI 주식 리포트

시가총액: US$9.3b

Bilibili 배당 및 자사주 매입

배당 기준 점검 0/6

Bilibili 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

1.3%

자사주 매입 수익률

총 주주 수익률1.3%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

업데이트 없음

Recent updates

내러티브 업데이트 May 09

BILI: AI Investment And Share Pullback Will Support Future Engagement Upside

Analysts have nudged Bilibili's price target higher to $31.00 from about $30.65, citing recent upgrades that highlight the company's increased AI investments, expectations for steadier revenue growth, and improving profitability. Some firms continue to take a more measured view, however, with slightly lower individual targets such as $35 from $27.
내러티브 업데이트 Apr 21

BILI: AI Engagement And Margin Execution Will Support Higher Future Fair Value

The updated analyst price target for Bilibili now points to a slightly lower fair value of about $37.90 per share versus $38.81 previously, as analysts factor in higher expected revenue growth and profit margins, along with a lower future P/E assumption and a modestly higher discount rate following recent upgrades that cite AI investment and user engagement trends. Analyst Commentary Recent Street research has tilted more positive on Bilibili, with several bullish analysts shifting their views to more constructive stances and updating price targets.
Seeking Alpha Apr 15

Bilibili: Stock's Risk/Reward Is Completely Different From Last Year

Summary Bilibili delivered Q4 2025 earnings in line with expectations, with standout 27% YoY growth in advertising revenue. User base growth remains limited; current margin driver remains advertising, with ad efficiency still lagging peers. Gaming revenue shows no meaningful growth prospects post-San Mou release, presenting ongoing challenges for this segment. Segment revenue declined by 14.3% in Q4. Gaming is by far the biggest driver of margins. Until there is meaningful progress, I am continuing with my "hold" rating. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 07

BILI: AI Investment And Share Pullback Will Support Future Profit Recovery

Analysts have trimmed their fair value estimate for Bilibili by about $0.48 to $30.65, reflecting slightly more conservative assumptions on growth and margins, while recent upgrades highlight renewed interest tied to AI investment and the recent share price pullback. Analyst Commentary Recent research opinions on Bilibili cluster around its renewed focus on AI, recent share price pullback, and updated valuation targets.
내러티브 업데이트 Mar 24

BILI: AI Spending Will Support Engagement While Execution Risk And Pricing Persist

Analysts have slightly reduced Bilibili's fair value estimate while maintaining a relatively high future P/E assumption. This reflects a modestly lower blended price target after BofA's $1 cut and JPMorgan's upgrade to $35, based on increased AI investment and anticipated support for user engagement and advertising revenue.
내러티브 업데이트 Mar 08

BILI: Moderated Long Term Outlook Will Still Face Execution Risk And Rich Pricing

Analysts have reduced their price target on Bilibili from about $23.75 to about $23.12 as they now apply a slightly higher discount rate, assume more moderate revenue growth and profit margins, and use a richer future P/E multiple in their models. What's in the News Bilibili has scheduled a board meeting for Mar 05, 2026 to consider approving its unaudited financial results for the fourth quarter and fiscal year ended Dec 31, 2025 (company event filing).
내러티브 업데이트 Feb 20

BILI: Slightly Better Forecasts Will Still Face Execution Risk And Rich Pricing

Analysts have nudged their Bilibili price target slightly higher to $23.75 from $23.12, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E that, taken together, point to a modestly stronger fundamental outlook in their models. What's in the News Bilibili has scheduled a board meeting for Mar 5, 2026, to review and consider approval of its unaudited financial results for the fourth quarter of 2025 and the full fiscal year ended Dec 31, 2025 (company event filing).
내러티브 업데이트 Feb 06

BILI: Higher Fair Value Hinges On Recovering Q4 Gaming Revenue

Analysts have nudged their fair value estimate for Bilibili higher from about US$34.62 to US$38.81, citing a recent Street target move to US$27, a view that Q3 was "decent," and expectations for slightly recovering gaming revenue in Q4, along with a higher assumed future P/E multiple and updated margin outlook. Analyst Commentary Recent Street research reflects a more constructive tone on Bilibili, with some bullish analysts adjusting their numbers higher while still acknowledging valuation questions.
내러티브 업데이트 Jan 22

BILI: Gaming Recovery And Buybacks Will Support Balanced Future Share Performance

Analysts have nudged their fair value estimate for Bilibili higher, with the updated price target moving from about US$30.04 to around US$31.14. This is supported by recent research that cites a "decent" Q3 report and expectations for slightly recovering gaming revenue in Q4, even as some still flag valuation as demanding.
분석 기사 Jan 13

Subdued Growth No Barrier To Bilibili Inc. (NASDAQ:BILI) With Shares Advancing 29%

Bilibili Inc. ( NASDAQ:BILI ) shares have had a really impressive month, gaining 29% after a shaky period beforehand...
내러티브 업데이트 Jan 08

BILI: Games Recovery Hopes Will Face Tighter Execution Risk And Rich Pricing

Narrative Update: Bilibili Analyst Price Target Shift Analysts have nudged their fair value estimate for Bilibili higher from about US$22.82 to roughly US$23.12. This reflects updated views on recovering gaming revenue, recent title performance and a revised future P/E assumption following the latest Q3 review and near term game launch catalysts.
내러티브 업데이트 Dec 22

BILI: Games Recovery Will Test Sustainability Amid Fairly Balanced Risk Profile

Analysts have nudged their fair value estimate for Bilibili higher from approximately $22.18 to $22.82, citing a recovery in gaming revenues and an improving games up cycle that supports slightly faster growth and margins, despite a still demanding valuation. Analyst Commentary Recent Street research on Bilibili reflects a mixed but cautious stance, with rising price targets tempered by concerns around valuation and the durability of the current games led recovery.
내러티브 업데이트 Dec 08

BILI: Upcoming Games Upswing Will Drive Renewed Bullish Share Momentum

The analyst price target for Bilibili has edged higher by about $0.11 per share as analysts factor in a modestly lower discount rate and improved visibility on a games-led recovery following a solid Q3 and stronger-than-expected performance from recent titles. Analyst Commentary Recent Street research reflects a more constructive outlook on Bilibili as its games pipeline begins to show tangible traction, but also highlights lingering concerns around valuation and execution risk.
내러티브 업데이트 Nov 24

BILI: Upcoming Game Launches Will Drive Renewed Upside Momentum

Bilibili's analyst price target has increased from approximately $28.85 to $29.93. Analysts point to improved gaming revenue forecasts and positive sales momentum as primary drivers of the upward revision.
내러티브 업데이트 Nov 07

BILI: Upcoming Game Releases And Cost Controls Will Shape Earnings Outlook

Bilibili's analyst price target has been raised slightly to $28.85, reflecting increased optimism among analysts. This outlook is based on stronger-than-expected performance in the games business and upcoming catalysts from new releases.
내러티브 업데이트 Oct 23

Gaming Momentum And Ad Strength Will Drive Digital Entertainment’s Next Phase

Bilibili's analyst fair value target has been raised modestly to $28.51 from $28.11. This change reflects stronger-than-expected recent game performance as well as continued resilience in advertising and user engagement, according to analysts.
내러티브 업데이트 Oct 09

AI Adoption And Gen Z Will Fuel Digital Entertainment

Bilibili’s analyst price target has been adjusted slightly higher to $28.11. Analysts cite healthy user engagement and supportive ad momentum, which offset modest declines in expected gaming revenue.
분석 기사 Oct 03

Bilibili Inc.'s (NASDAQ:BILI) 29% Price Boost Is Out Of Tune With Revenues

Despite an already strong run, Bilibili Inc. ( NASDAQ:BILI ) shares have been powering on, with a gain of 29% in the...
내러티브 업데이트 Aug 27

AI And Mobile Gaming Expansion Will Open New Revenue Opportunities

Bilibili’s consensus price target increased modestly as analysts cited robust user engagement, strong advertising revenue growth, and better-than-expected profitability driven by lower expenses, though valuation is now seen as fair after recent gains, raising the target from $26.57 to $27.54. Analyst Commentary Near-term game revenue is expected to decline due to a high prior-year base and limited catalysts from major new game launches in H2 2025.
분석 기사 Jul 09

Is It Time To Consider Buying Bilibili Inc. (NASDAQ:BILI)?

Bilibili Inc. ( NASDAQ:BILI ), is not the largest company out there, but it saw a significant share price rise of 52...
Seeking Alpha Apr 18

Bilibili: Still A Buy With A Vast Runway For User Expansion In The Massive Chinese Market

Summary Bilibili is poised to benefit from the shift towards local Chinese content and the rise of social commerce, creating a strong user momentum and monetization potential. The company continues to grow users as well as time spent on the Bilibili platform. It has a massive runway for growth, with current penetration at less than 10% of the Chinese population. Bilibili's mobile gaming segment is rapidly expanding, contributing significantly to revenue and drawing more users to its platform. The stock trades at just over 1x forward revenue, less than local peers like Alibaba and substantially less than U.S. Internet giants. Read the full article on Seeking Alpha
Seeking Alpha Feb 24

Bilibili: From Profitability Milestone To Potential Re-Rating

Summary Bilibili reported its first-ever quarterly profit, driven by strong financial and operating metrics, suggesting a potential inflection point for the company's fundamentals. The company's niche focus on Gen-Z and younger users, along with improved ad efficiency and gaming revenue growth, underscores its strong ecosystem and stickiness. Valuation could revert to historical mean; if BILI trades at 2.5x forward EV/Revenue, shares could see a 42% upside to $31/share. Risks include failure to maintain consistent profitability, which could lead to a valuation closer to video-streaming peers, implying a 33% downside. Read the full article on Seeking Alpha
Seeking Alpha Jan 05

Bilibili: Ripe Time To Buy As Gaming Monetization Surges

Summary Bilibili offers tremendous growth potential, significant increases in daily active users and time spent on the platform. The platform's user base skews young, with 65% of China's Gen Z active. This, in turn, has enabled "social commerce" and significant advertising revenue gains. Gaming has been a major hotspot as well, with revenue jumping 84% y/y, now comprising 25% of total revenue. The company is capitalizing on the trend of gaming live-streams. I'm rating Bilibili stock at a buy, as it offers "growth at a reasonable price" while also giving me exposure to international stocks that are better-valued than U.S. counterparts. Read the full article on Seeking Alpha
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새 내러티브 Nov 28

High-Margin Strategy Games And AI-Driven Ads Propel Long-Term Revenue Growth

Bilibili diversifies successfully into high-margin game genres, boosting revenue potential through expanded content and international launches.
Seeking Alpha Aug 26

Bilibili Is A Buy On Favorable Top Line And Profitability Outlook (Rating Upgrade)

Summary Bilibili's Q2 2024 net loss was narrower than expected, and the company is expected to report positive normalized earnings by the third quarter. BILI's near-term top-line growth prospects are strong, taking into account the significant +25% QoQ increase in its deferred revenue balance. Bilibili's top line and profitability outlook are sufficiently favorable to support a Buy rating for the stock. Read the full article on Seeking Alpha
Seeking Alpha Mar 08

Bilibili Stock Downgraded To Sell After Assessing Q4 Earnings

Summary Bilibili Inc. released its fourth-quarter earnings on Thursday, missing out on its bottom-line target. Bilibili stock's volatile behavior suggests investors are clearly in disagreement by Bilibili's earnings miss, which has become a common theme for the company. Although Bilibili's advertising and value-added services are growing, we think its gaming business can create an overhang. Key metrics such as the price-to-sales ratio and China's elevated market risk premium suggest that BILI stock is grossly overvalued. Read the full article on Seeking Alpha
Seeking Alpha Jan 22

Bilibili: A Mix Of Positives And Negatives

Summary The two major positives for Bilibili are the growth prospects of the company's advertising business and the growing stickiness of its user base for the platform. BILI's key negatives relate to the stock's shareholder capital return and profitability expectations. Bilibili has a fair share of both positive and negatives, and this explains why I have a neutral view of the name. Read the full article on Seeking Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 BILI 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: BILI 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

Bilibili 배당 수익률 vs 시장
BILI의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (BILI)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Interactive Media and Services)0.3%
분석가 예측 (BILI) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 BILI 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 BILI 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 BILI 의 지급 비율을 계산하기에는 데이터가 부족합니다.


주주 현금 배당

현금 흐름 범위: BILI 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 21:26
종가2026/05/07 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Bilibili Inc.는 57명의 분석가가 다루고 있습니다. 이 중 35명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tianli WenAletheia Analyst Network Limited
Jiong ShaoBarclays
Yanfang JiangBenchmark Company