iQIYI, Inc.

NasdaqGS:IQ 주식 리포트

시가총액: US$1.1b

iQIYI 경영진

경영진 기준 점검 2/4

iQIYI CEO는 Tim Gong, Jan2010 에 임명되었습니다 의 임기는 16.33 년입니다. 는 $1.30M 가치에 해당하는 회사 주식의 0.12% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 10.3 년과 3.4 년입니다.

핵심 정보

Tim Gong

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간16.3yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간10.3yrs
이사회 평균 재임 기간3.4yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha May 19

iQIYI: Mixed View Of Q1 Miss And Mid-Term Positives

Summary I am maintaining a 'Hold' rating for iQIYI after evaluating its outlook across different time horizons. IQ's 1Q2026 net loss of CNY234M was worse than what analysts forecasted; its near-term profitability is likely to remain under pressure due to elevated programming spend. China's regulatory crackdowns on piracy and the opportunity for AI-driven cost reductions offer potential medium-term tailwinds for the company. Read the full article on Seeking Alpha
내러티브 업데이트 May 05

IQ: Future Returns Will Reflect AI Production Shift And Offline Expansion

Analysts have reduced their price target on iQIYI by $0.60, reflecting updated views on the stock's fair value, revenue outlook, profit expectations, and future P/E assumptions based on recent research. Analyst Commentary Bullish Takeaways Bullish analysts see the reduced price target as a recalibration of fair value that still leaves room for upside if iQIYI executes on its revenue and profit plans.
내러티브 업데이트 Apr 20

IQ: Offline Parks And AI Projects Will Keep Shares Fairly Valued

Analysts have increased their price target for iQIYI slightly to $1.30 from $1.28, reflecting updated assumptions around revenue growth, profit margins, and a revised forward P/E of about 32x. What's in the News iQIYI approved a share repurchase program of up to US$100 million, to be funded from existing cash and running for 18 months, following Board authorization on March 30, 2026 (company announcement).
내러티브 업데이트 Apr 06

IQ: AI Production And Offline Parks Will Support Long-Term Earnings Potential

Analysts have revised their price target on iQIYI to $2.84 from $3.21, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Launch of Nadou Pro, described as the country's first AI agent focused on professional film and TV production.
내러티브 업데이트 Mar 23

IQ: Future Returns Will Reflect Offline Entertainment Expansion And Content IP Ecosystem

Analysts have lowered their iQIYI price target to $2.11 from $2.34, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News iQIYI opened iQIYI LAND, its first global offline indoor theme park, in Yangzhou, Jiangsu Province.
내러티브 업데이트 Mar 09

IQ: Offline Theme Parks Will Strain Margins And Limit Future Upside

Analysts have trimmed their price target on iQIYI to reflect a lower fair value estimate of $1.28 from $1.41, citing changes in the assumed discount rate, revenue growth, profit margin and future P/E multiples in their models. What's in the News iQIYI opened iQIYI LAND, its first global offline theme park, in Yangzhou, Jiangsu Province, creating an immersive indoor park of about 10,000 square meters built around its drama and film IP, with multiple themed zones, live performances, social games, and IP focused retail and dining (Key Developments).
내러티브 업데이트 Feb 23

IQ: Offline Parks And Historical Content Will Support Long-Term Earnings Potential

Analysts have slightly adjusted their iQIYI price targets, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. This can be viewed as a fine-tuning of expectations rather than a fundamental change in the overall narrative.
내러티브 업데이트 Feb 08

IQ: Offline Entertainment And Historical Content Slate Will Support Long-Term Earnings Potential

Analysts have slightly raised their price target on iQIYI to US$3.21 from US$3.20, reflecting updated assumptions that include modest adjustments to discount rates, revenue growth, profit margin, and future P/E expectations. What's in the News Chief Financial Officer Jun Wang resigned from his role for personal reasons, effective January 20, 2026, and will remain as an advisor through May 31, 2026, while the company searches for a new CFO (Key Developments).
내러티브 업데이트 Jan 24

IQ: Offline Entertainment Park Expansion Will Support Long-Term Earnings Potential

Analysts have slightly reduced their price target on iQIYI to reflect a fair value of about $3.20, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E. What's in the News Chief Financial Officer Jun Wang resigned for personal reasons, effective January 20, 2026, and will stay on as an advisor through May 31, 2026, while the company searches for a new CFO (Key Developments).
내러티브 업데이트 Jan 10

IQ: Offline Entertainment And Travel Content Will Support Long-Term Earnings Potential

Analysts have adjusted their price targets on iQIYI to reflect updated assumptions for discount rate, revenue growth, profit margins, and a higher forward P/E. This signals a more balanced view of both risk and potential returns.
분석 기사 Jan 03

Investors Aren't Buying iQIYI, Inc.'s (NASDAQ:IQ) Revenues

iQIYI, Inc.'s ( NASDAQ:IQ ) price-to-sales (or "P/S") ratio of 0.5x might make it look like a buy right now compared to...
내러티브 업데이트 Dec 22

IQ: Cultural Tourism Content Will Support Stronger Long-Term Earnings Potential

Analysts have reduced their price target on iQIYI by approximately 3 percent to reflect a slightly higher perceived risk and a moderating profit margin outlook, while still acknowledging somewhat stronger revenue growth and a higher future earnings multiple. What's in the News iQIYI is premiering Season 2 of travel reality show “The Blooming Journey” on October 24, expanding its portfolio of seasonal IP built around authentic female-focused storytelling and destination-based themes (Key Developments).
내러티브 업데이트 Dec 08

IQ: Future Returns Will Reflect Expanding Content IP And Tourism Tailwinds

Analysts have slightly raised their price target on iQIYI to reflect a modest uptick in estimated fair value, with updated models pointing to marginally higher long term profitability assumptions despite a slightly higher discount rate. What's in the News iQIYI premiered Season 2 of its travel reality show "The Blooming Journey" on October 24, expanding its seasonal IP portfolio with a female-led, theme-driven format that emphasizes collaboration and self-discovery (Key Developments).
내러티브 업데이트 Nov 24

IQ: Future Performance Will Reflect Balanced Risks And Opportunities Ahead

Analysts have revised their price target for iQIYI downward from $2.44 to $2.33. They cited increased discount rates and tempered profit margin expectations, despite projected improvements in revenue growth.
내러티브 업데이트 Sep 06

Premium Content And Global Expansion Will Open New Markets

iQIYI’s fundamentals appear to be stabilizing with industry tailwinds from a more favorable regulatory environment—such as faster, less restrictive content approvals and a stronger content pipeline—driving improving revenue outlook and prompting a modest consensus price target increase from $2.38 to $2.44. Analyst Commentary Bullish analysts point to iQIYI’s fundamentals potentially bottoming out, supported by a more favorable regulatory environment.
내러티브 업데이트 Aug 22

Will Expand Into Southeast Asia And Brazil With Mini Dramas And AI-driven Content

Analysts have raised iQIYI's price target from $1.89 to $2.27 on the back of favorable regulatory changes, strong original content performance, sequential revenue growth expectations, and signs of improving fundamentals. Analyst Commentary Bullish analysts point to new regulatory changes that create a more favorable environment for long-form video, including faster approvals and more flexible subject matter guidelines.
분석 기사 Jul 18

Revenues Working Against iQIYI, Inc.'s (NASDAQ:IQ) Share Price

iQIYI, Inc.'s ( NASDAQ:IQ ) price-to-sales (or "P/S") ratio of 0.5x might make it look like a buy right now compared to...
분석 기사 Jun 10

iQIYI (NASDAQ:IQ) Might Have The Makings Of A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 Apr 24

We Think iQIYI (NASDAQ:IQ) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Apr 08

Positive Sentiment Still Eludes iQIYI, Inc. (NASDAQ:IQ) Following 26% Share Price Slump

iQIYI, Inc. ( NASDAQ:IQ ) shareholders won't be pleased to see that the share price has had a very rough month...
분석 기사 Apr 07

iQIYI, Inc. (NASDAQ:IQ) Shares Could Be 49% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, iQIYI fair value estimate is US$3.57 iQIYI's US$1.81 share...
Seeking Alpha Mar 29

The Bottom Fishing Club: iQIYI Has Interesting Chart, Netflix-Like Streaming Income

Summary iQIYI, Inc., a Chinese streaming service like Netflix, is increasing in-house content creation, aiming for higher subscriber totals and profits. Despite U.S./China trade risks, iQIYI offers potential gains, especially if the Chinese yuan strengthens against the U.S. dollar. Concerns about U.S. economic isolation under President Trump make international investments like iQIYI appealing for diversification and growth reasons. I am intrigued by the price and momentum bottoming pattern that has appeared since September. Read the full article on Seeking Alpha
Seeking Alpha Feb 20

iQIYI: Struggling Against Mini-Drama Surge And Macro Headwinds

Summary iQIYI's 4Q24 results missed expectations, with membership revenue declining for the fifth consecutive quarter and advertising revenue pressured by China's macroeconomic challenges. Management is optimistic about a recovery in 1Q25 due to a better content slate, but competition from mini-dramas and lack of content innovation pose risks. We prefer Netflix to iQIYI due to Netflix's established global scalability and self-reinforcing content model, which iQIYI struggles to replicate. Given iQIYI's structural challenges and competitive pressures, we see further downside and recommend avoiding the stock, valuing it at 0.7x EV/Revenue. Read the full article on Seeking Alpha
분석 기사 Feb 14

iQIYI, Inc. (NASDAQ:IQ) Stock Rockets 36% But Many Are Still Ignoring The Company

iQIYI, Inc. ( NASDAQ:IQ ) shares have had a really impressive month, gaining 36% after a shaky period beforehand...
분석 기사 Jan 20

iQIYI's (NASDAQ:IQ) Returns On Capital Are Heading Higher

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Seeking Alpha Jan 19

IQIYI: Artificial Intelligence, Better EPS Than Expected, And Very Cheap

Summary iQIYI is leveraging GenAI tools and ChatGPT to enhance video production, positioning itself for growth in the AI video generator market projected to grow at 19% CAGR. Despite recent revenue declines, iQIYI's new family account option and short dramas could drive future net income and free cash flow growth. The Chinese government's financial stimulus could boost consumer spending, potentially increasing demand for iQIYI's products and improving financial performance. With a DCF model indicating significant upside potential, iQIYI appears undervalued at close to 4x 2027 earnings, presenting a compelling investment opportunity. Read the full article on Seeking Alpha
분석 기사 Dec 31

iQIYI, Inc. (NASDAQ:IQ) Might Not Be As Mispriced As It Looks

With a price-to-earnings (or "P/E") ratio of 10x iQIYI, Inc. ( NASDAQ:IQ ) may be sending bullish signals at the...
Seeking Alpha Nov 25

iQIYI Q3: Nothing Impressive, But Short-Form Content Looks Promising

Summary I am downgrading iQIYI Inc. stock to a hold rating due to mixed Q3 results and the need for progress in attracting short-attention span viewers. Q3 revenues fell 10% y/y to $1B, missing estimates by $20m, while non-GAAP EPADS beat estimates by 2 cents at $0.07. The company's financial position is risky with $595m in cash and $1.2B in long-term debt, and operational performance is subpar. iQIYI's focus on micro-dramas could improve margins and attract viewers, but execution must be perfect to capitalize on this growing trend. Read the full article on Seeking Alpha
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새로운 내러티브 Nov 24

Strategic Expansion Into Mini Dramas And AI Might Boost Revenue Despite Headwinds

Strategic shifts towards mini and short dramas aim to boost user engagement and market adaptability, enhancing membership and advertising revenue.
분석 기사 Nov 19

Is iQIYI (NASDAQ:IQ) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Nov 04

iQIYI, Inc.'s (NASDAQ:IQ) Intrinsic Value Is Potentially 51% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, iQIYI fair value estimate is US$3.72 iQIYI is estimated to be...
분석 기사 Sep 28

A Piece Of The Puzzle Missing From iQIYI, Inc.'s (NASDAQ:IQ) 30% Share Price Climb

iQIYI, Inc. ( NASDAQ:IQ ) shareholders are no doubt pleased to see that the share price has bounced 30% in the last...
Seeking Alpha Sep 13

iQIYI: Undervalued Stock, And AI-Powered FCF Growth

Summary iQIYI is trading at multiyear lows, with significant investments in AI and R&D expected to drive user growth and net sales. Baidu's control and support, including increased user traffic, bolster IQ's potential for future growth and profitability. Despite recent profitability and reduced debt, IQ remains undervalued compared to peers, with a promising EPS growth forecast for 2025-2027. Risks include potential declines in advertising revenue, content production challenges, and regulatory impacts on data privacy and international investments. Read the full article on Seeking Alpha
분석 기사 Sep 06

There's Been No Shortage Of Growth Recently For iQIYI's (NASDAQ:IQ) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Seeking Alpha Aug 27

iQIYI: A Lack Of Surprises

Summary iQIYI, Inc.'s Q2 2024 results met the market's expectations, as the company's top line and bottom line were pretty close to the respective consensus forecasts. The company is expected to report negative revenue growth and operating margin contraction in Q3 2024, similar to how it performed for the second quarter. A lack of surprises relating to iQIYI's actual second-quarter performance and the company's Q3 financial outlook implies that a Hold rating for the stock is justified. Read the full article on Seeking Alpha
분석 기사 Aug 02

iQIYI, Inc.'s (NASDAQ:IQ) Intrinsic Value Is Potentially 87% Above Its Share Price

Key Insights iQIYI's estimated fair value is US$5.99 based on 2 Stage Free Cash Flow to Equity iQIYI is estimated to be...
분석 기사 Jun 27

We Think iQIYI (NASDAQ:IQ) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jun 08

A Piece Of The Puzzle Missing From iQIYI, Inc.'s (NASDAQ:IQ) Share Price

With a median price-to-earnings (or "P/E") ratio of close to 17x in the United States, you could be forgiven for...

CEO

Tim Gong (56 yo)

16.3yrs
재임 기간

Dr. Yu Gong, also known as Tim, has been the Founder and Chief Executive Officer of iQiyi.com Inc. at Baidu, Inc. since January 2010. Prior to founding iQIYI, Dr. Gong was the president and chief operating...


리더십 팀

이름직위재임 기간보수지분
Yu Gong
Founder16.3yrs데이터 없음0.12%
$ 1.3m
Ying Zeng
Interim CFO & Senior VP of Financeless than a year데이터 없음데이터 없음
Xiaohui Wang
Chief Content Officer10.3yrs데이터 없음0.0038%
$ 41.0k
Xianghua Yang
Senior Vice President of Overseas Business & Motion Picture Businessno data데이터 없음0.023%
$ 244.2k
Youqiao Duan
Senior Vice President of Membership Business & Intelligent Device Businessno data데이터 없음0.022%
$ 240.6k
Chang You
IR Directorno data데이터 없음데이터 없음
10.3yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: IQ의 경영진은 노련하고 경험이 풍부합니다(평균 재임 10.3 년).


이사회 구성원

이름직위재임 기간보수지분
Yu Gong
Founderno data데이터 없음0.12%
$ 1.3m
Hanhui Sun
Independent Director8.2yrs데이터 없음데이터 없음
Chia-Hung Yang
Independent Director4.1yrs데이터 없음데이터 없음
Wai Yin Poon
Independent Directorless than a year데이터 없음데이터 없음
Dou Shen
Director6.7yrs데이터 없음0.00083%
$ 8.9k
Haijian He
Chairman of the Boardless than a year데이터 없음데이터 없음
Fei Qi
Director3.4yrs데이터 없음데이터 없음
Zhanbing Xu
Directorless than a year데이터 없음데이터 없음
3.4yrs
평균 재임 기간
49yo
평균 나이

경험이 풍부한 이사회: IQ의 이사회경험이 있음으로 간주됩니다(평균 재임 3.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 17:55
종가2026/05/20 00:00
수익2026/03/31
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.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

iQIYI, Inc.는 36명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Yanfang JiangBenchmark Company
Hao DaiBernstein
Lei ZhangBofA Global Research