JOYY (JOYY) 주식 개요
는 자회사와 함께 소셜 상품 매트릭스 및 커뮤니케이션 기술 제공에 종사하고 있습니다. 자세히 보기
JOYY Community Fair Values
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Analyst Price Targets
Media opportunity
JOYY Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$58.88 |
| 52주 최고가 | US$70.96 |
| 52주 최저가 | US$41.77 |
| 베타 | 0.43 |
| 1개월 변동 | -1.93% |
| 3개월 변동 | -9.00% |
| 1년 변동 | 37.38% |
| 3년 변동 | 96.99% |
| 5년 변동 | -32.55% |
| IPO 이후 변동 | 420.60% |
최근 뉴스 및 업데이트
내러티브 업데이트 • May 05
JOYY: 2026 Topline And Profit Execution Will Drive Bullish Repricing
Analysts nudged the JOYY fair value estimate slightly lower, trimming the implied price target by about $0.17. They cited expectations that the stock story could gradually pivot toward fundamentals as topline and adjusted operating profit trends evolve.
내러티브 업데이트 • Apr 21
JOYY: Fundamentals Reset And 2026 Cash Returns And Profit Trends Will Shape Outlook
Narrative Update on JOYY The analyst price target for JOYY is now set at $80, with analysts pointing to a reset valuation, a shift toward fundamentals, and expectations for revived topline and adjusted operating profit growth in 2026 as key drivers of the updated view. Analyst Commentary Recent commentary highlights a reset in expectations for JOYY, with the current US$80 price target framed around a shift away from a yield focused story toward one that is more closely tied to fundamentals.내러티브 업데이트 • Apr 06
JOYY: Fundamentals Reset And 2026 Profit Revival Prospects Will Shape Balanced Outlook
Narrative Update on JOYY Analysts have kept JOYY's fair value view steady at $64.00 while updating their assumptions, citing recent Street research that highlights an $80.00 target and a potential shift in the story toward fundamentals as topline and adjusted operating profit growth are expected to revive in 2026. Analyst Commentary Recent Street research frames JOYY as being in the middle of a narrative reset, with attention shifting toward whether the business can support a fundamentals-driven story after the valuation reset in 2025.내러티브 업데이트 • Mar 23
JOYY: Fundamentals-Led 2026 Profit Rebound Will Support Bullish Case
Analysts have lifted their average price target on JOYY to about $78 from roughly $77, indicating expectations that a shift toward fundamentals and potential improvement in topline and adjusted operating profit in 2026 could support the shares over time. Analyst Commentary Bullish Takeaways Bullish analysts see the shift from a yield-centric story to one anchored on fundamentals as a potential support for a higher valuation multiple over time.Recent updates
내러티브 업데이트 • May 05
JOYY: 2026 Topline And Profit Execution Will Drive Bullish Repricing
Analysts nudged the JOYY fair value estimate slightly lower, trimming the implied price target by about $0.17. They cited expectations that the stock story could gradually pivot toward fundamentals as topline and adjusted operating profit trends evolve.내러티브 업데이트 • Apr 21
JOYY: Fundamentals Reset And 2026 Cash Returns And Profit Trends Will Shape Outlook
Narrative Update on JOYY The analyst price target for JOYY is now set at $80, with analysts pointing to a reset valuation, a shift toward fundamentals, and expectations for revived topline and adjusted operating profit growth in 2026 as key drivers of the updated view. Analyst Commentary Recent commentary highlights a reset in expectations for JOYY, with the current US$80 price target framed around a shift away from a yield focused story toward one that is more closely tied to fundamentals.내러티브 업데이트 • Apr 06
JOYY: Fundamentals Reset And 2026 Profit Revival Prospects Will Shape Balanced Outlook
Narrative Update on JOYY Analysts have kept JOYY's fair value view steady at $64.00 while updating their assumptions, citing recent Street research that highlights an $80.00 target and a potential shift in the story toward fundamentals as topline and adjusted operating profit growth are expected to revive in 2026. Analyst Commentary Recent Street research frames JOYY as being in the middle of a narrative reset, with attention shifting toward whether the business can support a fundamentals-driven story after the valuation reset in 2025.내러티브 업데이트 • Mar 23
JOYY: Fundamentals-Led 2026 Profit Rebound Will Support Bullish Case
Analysts have lifted their average price target on JOYY to about $78 from roughly $77, indicating expectations that a shift toward fundamentals and potential improvement in topline and adjusted operating profit in 2026 could support the shares over time. Analyst Commentary Bullish Takeaways Bullish analysts see the shift from a yield-centric story to one anchored on fundamentals as a potential support for a higher valuation multiple over time.내러티브 업데이트 • Mar 09
JOYY: Higher Implied Upside Will Support Continued Bullish Case
Analysts now see JOYY's fair value at roughly $76.64 per share, up from about $75.98. This reflects small tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that modestly lift their price target.내러티브 업데이트 • Feb 23
JOYY: Higher Profit Assumptions And Lower P/E Will Shape Balanced Outlook
Analysts have revised their price target for JOYY to $64.00 from $37.18, citing updated assumptions around revenue growth, profit margins, the discount rate, and a lower future P/E multiple as key drivers of the change. Valuation Changes Fair Value: updated from $37.18 to $64.00, indicating a large upward reset in the implied valuation range.
내러티브 업데이트 • Feb 08
JOYY: Advertising Upswing And Capital Returns Will Support Future Equity Upside
Analysts have raised their price targets on JOYY to a range of about $66 to $70, citing updated forecasts that indicate a more positive outlook for the advertising business and expectations of stronger Q4 advertising momentum. Analyst Commentary Bullish analysts are leaning into a more constructive view on JOYY, pointing to advertising as the key driver behind recent target price increases and a firmer valuation for the core business.내러티브 업데이트 • Jan 25
JOYY: Q4 Advertising Strength And Capital Returns Will Support Core Earnings
Narrative Update The analyst price target for JOYY has been revised modestly to US$94.74 from US$97.00. Analysts cited updated forecasts that factor in stronger recent advertising momentum, expectations for Q4 acceleration and a higher valuation on the core advertising business.분석 기사 • Jan 22
Is Now The Time To Put JOYY (NASDAQ:JOYY) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...내러티브 업데이트 • Jan 10
JOYY: Stronger Q4 Advertising Momentum And Buybacks Will Support Upside Potential
Analysts have raised their fair value estimate for JOYY from US$72.67 to US$75.98, citing updated Q3 forecasts that indicate stronger advertising momentum, a more positive outlook for core advertising revenue in Q4, and revised P/E assumptions. Analyst Commentary Recent research updates point to a more constructive tone around JOYY, with higher price targets and refreshed models tied closely to Q3 results and expectations for Q4 advertising trends.내러티브 업데이트 • Dec 25
JOYY: Q4 Advertising Momentum Will Drive Stronger Core Earnings Power
Analysts have raised their fair value estimate for JOYY from approximately $72 to about $97 per share, citing stronger than expected Q3 results and a significantly brighter outlook for advertising driven revenue and growth into Q4. Analyst Commentary Bullish analysts are pointing to JOYY's stronger than expected Q3 performance and improving advertising trends as key drivers behind recent upward revisions to price targets.Seeking Alpha • Dec 15
JOYY Inc.: A High-Yield Opportunity Trading Below Cash
Summary JOYY Inc. offers a compelling ~9% total shareholder yield, combining dividends and buybacks, at a valuation below net cash. JOYY's diversification into AdTech and e-commerce SaaS is driving non-live streaming revenue growth, with BIGO Ads revenue up 33% YoY in Q3. The company targets aggressive iOS expansion in 2026 and is investing in AI-driven AdTech solutions, positioning for accelerated growth. Despite strong fundamentals and transformation, JOYY trades at just 12.5x forward P/E, creating a mispricing opportunity for contrarian investors. Read the full article on Seeking Alpha내러티브 업데이트 • Dec 11
JOYY: Accelerating Advertising Momentum Will Drive Stronger Q4 Performance
Analysts nudged up their price target for JOYY from approximately $69.82 to about $72.67, citing stronger than expected Q3 results and a more robust, accelerating advertising business that supports higher revenue growth assumptions, despite slightly lower margin forecasts. Analyst Commentary Following the Q3 report, bullish analysts highlighted that the performance reinforced confidence in JOYY's core operations and justified higher valuation multiples, particularly for the advertising segment.내러티브 업데이트 • Nov 27
JOYY: Improved Advertising Outlook Will Drive Q4 Momentum Amid Persistent Execution Risks
Analysts have raised their price target for JOYY from $62.56 to $69.82, citing improved advertising momentum and stronger revenue growth forecasts following recent quarterly results. Analyst Commentary Following JOYY's recent quarterly results, analysts have updated their outlook and price targets, reflecting both optimism and ongoing caution regarding the company's business trajectory.내러티브 업데이트 • Nov 12
JOYY: Future Prospects Appear Balanced With Attention On Live Streaming Recovery
Analysts have raised JOYY's price target from $59.69 to $62.56, citing improved growth prospects and the company's undervalued stock, driven by potential catalysts in its live streaming and advertising businesses. Analyst Commentary Bullish Takeaways Bullish analysts highlight that JOYY's live streaming business appears to have reached a trough.내러티브 업데이트 • Oct 29
Opportunities In Advertising Will Face Competitive Risks Over The Next Quarter
Narrative Update on JOYY: Analyst Price Target Adjustment Analysts have maintained JOYY's fair value estimate at $59.69 per share. They cite renewed optimism in the company's live streaming and advertising growth prospects as reasons for their unchanged outlook.내러티브 업데이트 • Oct 14
Global Expansion Will Crumble Under Regulatory And Demographic Pressures
Analysts have raised JOYY's price target from $56.88 to $59.69, citing an improved outlook as the company's live streaming business stabilizes and advertising emerges as a potential growth driver. Analyst Commentary Bullish Takeaways Bullish analysts highlight that JOYY's live streaming business appears to have stabilized, reducing downside risk to earnings and providing a firmer foundation for future growth.분석 기사 • Sep 09
Revenues Not Telling The Story For JOYY Inc. (NASDAQ:JOYY) After Shares Rise 26%
JOYY Inc. ( NASDAQ:JOYY ) shareholders have had their patience rewarded with a 26% share price jump in the last month...내러티브 업데이트 • Aug 29
Global Expansion Will Crumble Under Regulatory And Demographic Pressures
The consensus price target for JOYY has increased to $55.12, primarily driven by improved revenue growth forecasts and a higher expected future P/E multiple. What's in the News Repurchased 830,000 shares (1.6% of shares) for $36.5 million, completing previously announced buyback.분석 기사 • Jul 25
Here's Why JOYY (NASDAQ:JOYY) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...새 내러티브 • Jul 21
Overvaluation Assumptions Will Crumble Amid Regulatory And Geopolitical Challenges
Aggressive growth and valuation expectations may be challenged by regulatory risks, global competition, and shifting user preferences toward decentralized platforms.분석 기사 • Jun 28
What JOYY Inc.'s (NASDAQ:JOYY) P/S Is Not Telling You
There wouldn't be many who think JOYY Inc.'s ( NASDAQ:JOYY ) price-to-sales (or "P/S") ratio of 1.2x is worth a mention...분석 기사 • May 29
JOYY Inc. (NASDAQ:JOYY) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
It's been a pretty great week for JOYY Inc. ( NASDAQ:JOYY ) shareholders, with its shares surging 12% to US$48.21 in...분석 기사 • May 03
JOYY (NASDAQ:JOYY) Could Easily Take On More Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Mar 10
JOYY Inc.'s (NASDAQ:YY) Price Is Out Of Tune With Revenues
There wouldn't be many who think JOYY Inc.'s ( NASDAQ:YY ) price-to-sales (or "P/S") ratio of 1.2x is worth a mention...Seeking Alpha • Feb 28
JOYY Still Undervalued After YY Live Sale To Baidu
Summary JOYY's deal to sell YY Live to Baidu finally closed. JOYY got an additional $240 million cash payout. Bigo Live's temporary app store removal will likely hurt near term results, but investors will look past this. Likee briefly benefited from the TikTok ban, but downloads petered out quickly. Now TikTok is back & Likee has similar usage as before. I believe JOYY is worth $111 per share, making it a buy. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
JOYY Accelerates The Buyback Bazooka
Summary JOYY stock surged 21% in 2 days due to its significant buyback increase in Q3. Despite headline numbers appearing weak, the report aligns with management's goal to shift the business to markets with high monetization potential. Management is strategically shifting focus from China to developed markets. It is cutting marketing expenses to drive bottom line improvement. JOYY stock's valuation remains attractive. I have a price target of ~$111.3 by year-end 2025, which is driven by cash returns and operational improvements. Even in a bearish case, my valuation target for YY stock is $65.1, which is a significant upside from Friday's close of $40.66. Read the full article on Seeking Alpha분석 기사 • Oct 19
The Market Doesn't Like What It Sees From JOYY Inc.'s (NASDAQ:YY) Earnings Yet
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
새 내러티브 • Sep 12
Leadership Shift And Innovation Promise Growth Amidst Critical And Market Challenges
Leadership changes and strategic continuity underscored by the new CEO and founder's board involvement aim to drive sustainable growth and enhance profitability.Seeking Alpha • Aug 30
JOYY Had A Sneaky Good Q2
Summary JOYY beat Q2 earnings and sales estimates. It only trades at 10.9x 2025 EPS estimates despite beating estimates 100% of the time in the past 2 years. The company has $2.7 billion more in assets (net of goodwill) than liabilities, yet only has a $2 billion market cap. Developed country sales were up 32%. This is now 54% of the business. The BIGO audience network had 12.8% sequential sales growth. It is emerging as a key powerhouse of the Group. JOYY has 25% fewer basic shares outstanding than it did in Q1 2021, which shows the impact of its strong buyback. Its buyback was $71.4 million in Q2. Read the full article on Seeking Alpha분석 기사 • Aug 27
Here's Why JOYY (NASDAQ:YY) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Jul 21
Calculating The Intrinsic Value Of JOYY Inc. (NASDAQ:YY)
Key Insights The projected fair value for JOYY is US$28.14 based on Dividend Discount Model Current share price of...분석 기사 • Jun 24
Is JOYY (NASDAQ:YY) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • May 30
JOYY Q1 Earnings: Disappointing Revenue Guidance, Maintaining My Hold Rating
Summary JOYY Inc.'s near-term revenue outlook is lackluster, as the company has guided for its top line to contract by -2% QoQ to $553.5 million in the second quarter of the year. On the flip side, JOYY's latest quarterly results and disclosures had favorable read-throughs for its future share repurchases, the developed countries' growth outlook, and its ability to manage costs. There were both good and bad takeaways from JOYY's performance and prospects, so I choose to leave my existing Hold rating for the stock unchanged. Read the full article on Seeking Alpha분석 기사 • May 03
Why JOYY's (NASDAQ:YY) Healthy Earnings Aren’t As Good As They Seem
Shareholders didn't seem to be thrilled with JOYY Inc.'s ( NASDAQ:YY ) recent earnings report, despite healthy profit...분석 기사 • Apr 25
The Market Doesn't Like What It Sees From JOYY Inc.'s (NASDAQ:YY) Earnings Yet
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...Seeking Alpha • Apr 09
JOYY Stock: Pros And Cons Of Investing Now
Summary The unfavorable factors for JOYY Inc. include the risk of profit margin compression this year and the termination of the YY Live divestment transaction. JOYY Inc.'s key positives relate to the high likelihood of an increase in share buybacks and the good chance of a return to positive revenue growth in 2024. I keep my Hold rating for JOYY stock intact, after assessing the pros and cons of a potential investment in the shares. Read the full article on Seeking Alpha분석 기사 • Mar 20
With EPS Growth And More, JOYY (NASDAQ:YY) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Jan 23
JOYY Is A Buy Despite YY Live Deal Cancelation
Summary JOYY should get a payout from Baidu for YY Live's profits while it was in Baidu's control. That could be $700 million. JOYY could spin off YY Live for $500 million. The vast majority of JOYY's business is outside of China. BIGO is generating cash offshore and growing. Bigo Live has been adding users steadily. Shopline is a hidden venture investment JOYY made 4 years ago and last year. JOYY's stake is worth $800 million based on my estimate. My sum of the parts valuation gives JOYY stock over 150% upside. Read the full article on Seeking Alpha분석 기사 • Jan 05
JOYY Inc.'s (NASDAQ:YY) Prospects Need A Boost To Lift Shares
With a price-to-sales (or "P/S") ratio of 0.9x JOYY Inc. ( NASDAQ:YY ) may be sending bullish signals at the moment...주주 수익률
| JOYY | US Interactive Media and Services | US 시장 | |
|---|---|---|---|
| 7D | -0.3% | 3.0% | 2.2% |
| 1Y | 37.4% | 87.6% | 31.1% |
수익률 대 산업: JOYY은 지난 1년 동안 87.6%의 수익을 기록한 US Interactive Media and Services 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: JOYY은 지난 1년 동안 31.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| JOYY volatility | |
|---|---|
| JOYY Average Weekly Movement | 3.9% |
| Interactive Media and Services Industry Average Movement | 8.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: JOYY는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: JOYY의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2005 | 5,421 | Ting Li | joyy.sg |
는 자회사와 함께 소셜 제품 매트릭스 및 커뮤니케이션 기술 제공에 종사하고 있습니다. 비고와 기타의 두 부문으로 운영되고 있습니다. 이 회사는 사용자가 라이브 스트리밍 세션을 주최 및 시청하고, 삶의 순간을 공유하고, 재능을 선보이며, 사람들과 소통할 수 있는 대화형 온라인 무대를 제공하는 소셜 라이브 스트리밍 플랫폼인 비고 라이브, 오디오 및 비디오 커뮤니케이션 서비스를 제공하는 인스턴트 메신저 플랫폼인 이모, 동영상 제작 도구와 개인화된 피드를 통해 사용자가 짧은 동영상을 발견, 제작 및 공유할 수 있는 쇼트 비디오 소셜 플랫폼인 라이키를 운영합니다.
JOYY Inc. 기초 지표 요약
| JOYY 기초 통계 | |
|---|---|
| 시가총액 | US$2.94b |
| 순이익 (TTM) | US$221.13m |
| 매출 (TTM) | US$2.12b |
13.3x
주가수익비율(P/E)1.4x
주가매출비율(P/S)JOYY는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| JOYY 손익계산서 (TTM) | |
|---|---|
| 매출 | US$2.12b |
| 매출원가 | US$1.36b |
| 총이익 | US$762.63m |
| 기타 비용 | US$541.51m |
| 순이익 | US$221.13m |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 4.42 |
| 총이익률 | 35.90% |
| 순이익률 | 10.41% |
| 부채/자본 비율 | 0.2% |
JOYY의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
6.7%
현재 배당 수익률90%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 10:39 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
JOYY Inc.는 33명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Alicia Yap | Barclays |
| Yanfang Jiang | Benchmark Company |
| Lei Zhang | BofA Global Research |