Weibo 과거 순이익 실적
과거 기준 점검 5/6
Weibo은 연평균 9.1%의 비율로 수입이 증가해 온 반면, Interactive Media and Services 산업은 수입이 18.3% 증가했습니다. 매출은 연평균 3.6%의 비율로 감소했습니다. Weibo의 자기자본이익률은 11.5%이고 순이익률은 25.6%입니다.
핵심 정보
9.07%
순이익 성장률
7.89%
주당순이익(EPS) 성장률
| Interactive Media and Services 산업 성장률 | 6.15% |
| 매출 성장률 | -3.65% |
| 자기자본이익률 | 11.51% |
| 순이익률 | 25.55% |
| 다음 순이익 업데이트 | 28 May 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Apr 30
WB: Dividend And Board Actions Will Likely Shape Fairly Valued Outlook
Analysts have slightly lifted their price target for Weibo to $7.51 from $6.68, citing updated assumptions for revenue growth, profit margins around 21%, and a forward P/E of about 7.5x that they see as better reflecting the company’s risk profile and discount rate. What's in the News A board meeting is scheduled for March 18, 2026 to consider and approve unaudited financial results for the fourth quarter and fiscal year ended December 31, 2025 (Key Developments).
내러티브 업데이트 • Apr 15
WB: Dividend Initiation And Cash Returns Will Support Future Upside
Analysts now set a lower Weibo price target of $14.00, down from $15.50, citing updated assumptions that combine higher expected revenue growth with a slightly lower profit margin outlook and a revised forward P/E multiple. What's in the News The board approved an annual cash dividend of US$0.61 per ordinary share and per ADS for the year ended December 31, 2025, with the total payout expected to be about US$150 million (company announcement).내러티브 업데이트 • Apr 01
WB: Dividend Payout And Weaker Outlook Will Likely Pressure Future Returns
Analysts have reduced their Weibo fair value estimate to $7.50 from $8.50, citing updated assumptions for growth, margins, and a slightly higher discount rate that together indicate a modestly higher future P/E multiple. What's in the News The board approved an annual cash dividend for the year ended December 31, 2025 of US$0.61 per ordinary share and per ADS, with the total dividend expected to be about US$150 million.Seeking Alpha • Mar 30
Weibo: Consider Potential Growth Acceleration And Margin Pressures
Summary I have retained a 'Hold' rating for Weibo after evaluating its performance and outlook. WB delivered higher YoY revenue in 4Q2025 driven by e-commerce and auto sector tailwinds. But its quarterly profitability deteriorated due to higher marketing costs and a one-off tax impact. The company will likely witness similar growth and margin trends in 2026, considering a favorable sporting events calendar and elevated AI investments. Read the full article on Seeking Alpha내러티브 업데이트 • Mar 18
WB: Buyback Plan And Slight Forecast Tweaks Will Likely Fail To Sustain Value
Analysts have lowered their price target on Weibo by $0.10 to reflect slightly updated views on fair value, discount rates, revenue growth, profit margins and forward P/E assumptions. What's in the News Board meeting scheduled for March 18, 2026 to consider and approve Weibo Corporation's unaudited financial results and announcement for the fourth quarter and fiscal year ended December 31, 2025 (the "Board Meeting").내러티브 업데이트 • Mar 03
WB: Buyback Plan And Higher P/E Will Likely Fail To Sustain Value
Analysts now set a slightly higher price target for Weibo at $6.31 versus $5.75 previously, reflecting updated assumptions around discount rates, modest revenue growth expectations, profit margins, and a revised future P/E outlook. What's in the News Weibo scheduled a board meeting for March 18, 2026, to consider and approve unaudited financial results and the announcement for the fourth quarter and fiscal year ended December 31, 2025 (company event filing).내러티브 업데이트 • Feb 17
WB: Share Repurchases Will Support Future Upside As Core Assumptions Hold
Analysts have kept their Weibo fair value estimate steady at $15.50, with small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding this unchanged price target update. What's in the News Weibo's board has scheduled a meeting for March 18, 2026 to review and approve the unaudited financial results and announcement for the fourth quarter and full year ended December 31, 2025 (company event).내러티브 업데이트 • Feb 03
WB: Share Repurchases Will Support Upside Potential As Core Assumptions Stay Intact
Analysts now hold their price target on Weibo steady at US$15.50, citing only minor adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions that do not materially change their valuation view. What's in the News Weibo Corporation announces a share repurchase program to buy back up to US$200 million of its American depositary shares, funded from existing cash, with the program valid until December 31, 2026 (company announcement).내러티브 업데이트 • Jan 20
WB: Buyback Plan Will Likely Fail To Support Stretched Earnings Multiple
Analysts have raised their price target for Weibo to reflect updated assumptions, including slightly lower discount rates, revised revenue growth expectations to 284.00%, a profit margin view of 23.97%, and a future P/E of 5.75x, which they see as better aligning the valuation with these refreshed inputs. What's in the News Weibo Corporation announced a share repurchase program of up to US$200 million of its American depositary shares, with repurchases expected to be funded from existing cash and the program scheduled to run through December 31, 2026 (Key Developments).내러티브 업데이트 • Jan 06
WB: Share Repurchases Will Support Upside Potential Despite Higher Discount Rate
Analysts have reduced their fair value estimate for Weibo from US$16.66 to US$15.50, citing updated assumptions on growth, profitability and a lower forward P/E multiple. What's in the News Weibo has announced a share repurchase program of up to US$200 million in American depositary shares, funded from its existing cash balance and running through December 31, 2026 (company announcement).내러티브 업데이트 • Dec 13
WB: Higher Discount Rate Will Likely Pressure Future Earnings Multiple
Narrative Update on Weibo Analysts have modestly raised their price target on Weibo, citing a shift to slightly positive revenue growth and a firmer long term earnings multiple, despite a higher discount rate and some pressure on profit margins. What's in the News Weibo's board has scheduled a meeting for November 18, 2025, to review and approve unaudited Q3 2025 financial results for the quarter ended September 30 and address other corporate matters (company filing) Weibo has been added to the S&P Global BMI Index under its Hong Kong listing SEHK:9898, which may increase visibility and passive fund inflows (index provider announcement) Valuation Changes Fair Value Estimate remains unchanged at 8.6, indicating no revision to the intrinsic value per share in this update.분석 기사 • Sep 11
Weibo Corporation (NASDAQ:WB) Held Back By Insufficient Growth Even After Shares Climb 25%
The Weibo Corporation ( NASDAQ:WB ) share price has done very well over the last month, posting an excellent gain of...
내러티브 업데이트 • Aug 17
Integrating AI Will Expand User Engagement And Monetization Capabilities In The Future
Weibo's fair value estimate has been revised upward, primarily driven by improved consensus revenue growth forecasts and a modest decrease in the discount rate, resulting in an analyst price target increase from $11.25 to $11.90. What's in the News Board meeting scheduled for Aug 14 to review and approve unaudited financial results for Q2 and H1 2025.분석 기사 • Aug 09
Capital Allocation Trends At Weibo (NASDAQ:WB) Aren't Ideal
NasdaqGS:WB 1 Year Share Price vs Fair Value Explore Weibo's Fair Values from the Community and select yours If we want...분석 기사 • Jul 17
Weibo Corporation's (NASDAQ:WB) Prospects Need A Boost To Lift Shares
Weibo Corporation's ( NASDAQ:WB ) price-to-earnings (or "P/E") ratio of 7x might make it look like a strong buy right...분석 기사 • May 15
Is Weibo (NASDAQ:WB) 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 • Apr 23
Some May Be Optimistic About Weibo's (NASDAQ:WB) Earnings
Soft earnings didn't appear to concern Weibo Corporation's ( NASDAQ:WB ) shareholders over the last week. Our analysis...Seeking Alpha • Apr 18
Weibo Corporation: The Pluses Outnumber The Minuses
Summary WB has dropped in value as a result of the dispute around tariffs, but the charts suggest the drop has opened up a good opportunity to get in. There are other headwinds facing WB besides trade tensions, but there are ways for WB to counter the effects, which includes the use of AI. WB has a number of attributes that are appealing to investors, which include P/E ratios in the single digits and a very generous dividend. There are risks, especially in the short term, but long WB has enough to warrant higher share prices, especially over the longer haul. Read the full article on Seeking Alpha분석 기사 • Apr 09
Investors Don't See Light At End Of Weibo Corporation's (NASDAQ:WB) Tunnel And Push Stock Down 28%
Weibo Corporation ( NASDAQ:WB ) shareholders won't be pleased to see that the share price has had a very rough month...분석 기사 • Mar 11
Weibo (NASDAQ:WB) Might Be Having Difficulty Using Its Capital Effectively
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Seeking Alpha • Feb 05
Weibo Corporation: How U.S. Tariffs Could Have An Impact
Summary Shorts have been covering in recent months, which seems to have aided the stock’s recent rise after a long decline. Tariffs and rising trade tensions could cause shorts to up their bets against WB because they could adversely impact the Chinese economy and WB by extension. Bears have something to fall back on, but so do the bulls with WB available at low multiples, improving quarterly results and a generous dividend. Trade disputes are a wild card for WB, but long WB has enough going for it to warrant being bullish for the long term. Read the full article on Seeking Alpha분석 기사 • Dec 13
Weibo Corporation's (NASDAQ:WB) Shares Bounce 26% But Its Business Still Trails The Market
Despite an already strong run, Weibo Corporation ( NASDAQ:WB ) shares have been powering on, with a gain of 26% in the...분석 기사 • Nov 21
Weibo (NASDAQ:WB) Will Be Hoping To Turn Its Returns On Capital Around
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Seeking Alpha • Nov 20
Weibo: Olympic Sprint Amid A Marathon Of Macro Woes
Summary Weibo's Q3 ad revenue benefited from the Olympics, but macro challenges and stagnant user engagement limit growth potential. Despite a low valuation, Weibo's relevance in digital ads is questionable due to shifting ad dollars to e-commerce and short-form videos. Our DCF analysis values Weibo at $8/share, indicating 13% downside, with no expected near-term recovery in China's macro environment. We recommend avoiding Weibo stock until macro recovery signs emerge, favoring ex-China plays like PDD and Meituan instead. Read the full article on Seeking Alpha분석 기사 • Sep 28
There's No Escaping Weibo Corporation's (NASDAQ:WB) Muted Earnings Despite A 35% Share Price Rise
The Weibo Corporation ( NASDAQ:WB ) share price has done very well over the last month, posting an excellent gain of...Seeking Alpha • Sep 19
Weibo: At Half Of Book Value, This Stock Could Easily Double
Summary Weibo Corporation's market cap has dropped 95% since 2018, yet its book value has tripled, resulting in the stock trading at around half of book value. This low P/B ratio does not reflect low return on equity or poor asset quality, suggesting the stock is deeply undervalued. At 6x earnings and with an 11% dividend yield, investors are likely to generate strong returns unless Weibo's sales take a drastic decline. Despite regulatory risks, the valuation gap between US and Chinese tech seems unjustified, particularly as Western governance systems are becoming increasing interventionist. Read the full article on Seeking Alpha
새 내러티브 • Sep 12
Elevating User Engagement And Diversifying Ad Revenue Streams Promise Bright Horizons
Focusing on high-quality user acquisition and promoting user-generated content are key to increasing Weibo's ad revenue through higher user engagement.분석 기사 • Aug 25
Weibo Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Last week, you might have seen that Weibo Corporation ( NASDAQ:WB ) released its quarterly result to the market. The...Seeking Alpha • Aug 23
Weibo: No Growth Yet Still Undervalued
Summary Weibo Corporation stock remains undervalued despite lack of investor interest. Value-added services revenues increased by 18% year-over-year, demonstrating resilience in a challenging Chinese economy. Weibo's focus on monetizing user engagement, creative partnerships, and potential for growth make it a solid long-term investment. Shares are a buy, price target of $12. Read the full article on Seeking Alpha분석 기사 • Aug 14
Here's What's Concerning About Weibo's (NASDAQ:WB) Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...분석 기사 • Jul 24
We Think Weibo (NASDAQ:WB) Can Manage Its Debt With Ease
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • Jun 28
Weibo Corporation's (NASDAQ:WB) Subdued P/E Might Signal An Opportunity
With a price-to-earnings (or "P/E") ratio of 6.4x Weibo Corporation ( NASDAQ:WB ) may be sending very bullish signals...분석 기사 • May 26
Earnings Update: Weibo Corporation (NASDAQ:WB) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts
Last week, you might have seen that Weibo Corporation ( NASDAQ:WB ) released its first-quarter result to the market...Seeking Alpha • May 08
Weibo: The Dividend Is A Start
Summary Weibo approves another special dividend, signaling a shift in strategy to return value to shareholders. Weibo's market share remains strong, but its growth has stagnated. The company is cautiously adopting AI technology. The current valuation is one positive but there are better options out there. Read the full article on Seeking Alpha분석 기사 • Apr 27
Weibo's (NASDAQ:WB) Returns On Capital Not Reflecting Well On The Business
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...분석 기사 • Mar 25
Weibo Corporation's (NASDAQ:WB) Business And Shares Still Trailing The Market
With a price-to-earnings (or "P/E") ratio of 6.1x Weibo Corporation ( NASDAQ:WB ) may be sending very bullish signals...Seeking Alpha • Feb 12
Weibo Offers A Low-Risk, High-Uncertainty Bet
Summary Weibo is an undervalued, dominant player in the Chinese social media market that happens to be a low-risk, high-uncertainty bet at current prices. The company can leverage AI and its vast amount of data to improve content and retain its KOLs. Weibo's CEO has successfully increased revenue and user base, but regulatory risks in China pose a potential challenge. Shares are cheap and present a contrarian opportunity to those who have tolerance for volatility. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Weibo: It's Hard To Slay A Social Media Giant
Summary Weibo stock hits an all-time low after a BofA Securities downgrade, making it worth a look for value hunters. Basic thesis: Twitter-equivalent of China trading for sub-6 P/E with cash-rich balance sheet and huge investment portfolio relative to market cap. Risks: revenue headwinds from underperforming ad verticals, related party risks with parent company Sina Corp, and potential chilling effects from China's "real name" rule. Weibo is a value rather than growth story, longs are betting on the network effects and competitive moat of a leading microblogging platform. Twitter/X vs Meta's Threads may illuminate. Price target $15.80 per share. Read the full article on Seeking AlphaSeeking Alpha • Sep 01
Weibo Non-GAAP EPS of $0.46 beats by $0.01, revenue of $450.2M beats by $0.79M
Weibo press release (NASDAQ:WB): Q2 Non-GAAP EPS of $0.46 beats by $0.01. Revenue of $450.2M (-21.6% Y/Y) beats by $0.79M. Monthly active users were 582M in June 2022, a net addition of approximately 16M users on a year-over-year basis. Mobile MAUs represented 95% of MAUs. Average daily active users were 252M in June 2022, a net addition of approximately 7M users on a year-over-year basis. "We navigated through the challenges from COVID-19 resurgence in the second quarter," said Gaofei Wang, CEO of Weibo. "Our user community and engagement continued with healthy trend despite cutback in channel investment, leveraging our unique positioning and competitive advantage in the social media sector. On monetization, although broad-based headwinds weighed on advertising demand in the near term, we are encouraged to see resilient performance of certain sectors and the gradual pick-up of the overall advertising business after the pandemic. Weibo also delivered a non-GAAP operating margin of 32% in the second quarter, which further improved from the first quarter of 2022, as we executed against our efficiency initiatives to optimize costs and expenses. Looking ahead, we remain confident in our differentiated value proposition and long-term monetization opportunities." Shares down 2.6% PM.Seeking Alpha • Jun 03
Weibo: Fundamentals Point To Strong Upside
Weibo is a leading social-media company in China operating one of the country’s most successful and popular communication platform. With a >500 million user base and a strong brand, Weibo appears well-positioned to capture a large share of China’s internet/communication market. Looking at Weibo’s valuation, the company’s financials appear highly underappreciated - as Weibo is profitable and the company's balance sheet healthy. I assign a BUY rating to Weibo stock and set a price target of $43.56/share.Seeking Alpha • Apr 07
Weibo Plays With The Big Boys In Numbers, But Investors Still Worry
Despite impressive financial results last year, China’s Twitter equivalent faces the challenge of better monetizing users in its highly regulated home market. Weibo’s revenue rose above pre-pandemic levels last year, but its profitability lagged due to heavy spending. The company trails Meta in its ability to monetize users, and is very much in the shadow of local rival WeChat in terms of total user numbers.분석 기사 • Mar 19
Is Weibo (NASDAQ:WB) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...매출 및 비용 세부 내역
매출 및 비용 세부 내역
Weibo가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Dec 25 | 1,757 | 449 | 546 | 324 |
| 30 Sep 25 | 1,741 | 463 | 543 | 308 |
| 30 Jun 25 | 1,763 | 372 | 552 | 310 |
| 31 Mar 25 | 1,756 | 358 | 576 | 304 |
| 31 Dec 24 | 1,755 | 301 | 582 | 309 |
| 30 Sep 24 | 1,762 | 375 | 597 | 300 |
| 30 Jun 24 | 1,739 | 322 | 578 | 302 |
| 31 Mar 24 | 1,742 | 292 | 566 | 324 |
| 31 Dec 23 | 1,760 | 343 | 579 | 334 |
| 30 Sep 23 | 1,744 | 401 | 484 | 366 |
| 30 Jun 23 | 1,756 | 307 | 491 | 380 |
| 31 Mar 23 | 1,765 | 254 | 506 | 393 |
| 31 Dec 22 | 1,836 | 86 | 530 | 415 |
| 30 Sep 22 | 2,005 | 59 | 639 | 430 |
| 30 Jun 22 | 2,158 | 258 | 673 | 452 |
| 31 Mar 22 | 2,283 | 311 | 716 | 447 |
| 31 Dec 21 | 2,257 | 428 | 725 | 431 |
| 30 Sep 21 | 2,154 | 342 | 688 | 407 |
| 30 Jun 21 | 2,013 | 194 | 660 | 372 |
| 31 Mar 21 | 1,825 | 311 | 614 | 346 |
| 31 Dec 20 | 1,690 | 313 | 557 | 324 |
| 30 Sep 20 | 1,645 | 379 | 554 | 309 |
| 30 Jun 20 | 1,647 | 492 | 563 | 295 |
| 31 Mar 20 | 1,691 | 396 | 549 | 289 |
| 31 Dec 19 | 1,767 | 495 | 556 | 284 |
| 30 Sep 19 | 1,781 | 566 | 558 | 272 |
| 30 Jun 19 | 1,773 | 585 | 556 | 269 |
| 31 Mar 19 | 1,768 | 623 | 578 | 259 |
| 31 Dec 18 | 1,719 | 572 | 571 | 250 |
| 30 Sep 18 | 1,614 | 536 | 520 | 245 |
| 30 Jun 18 | 1,474 | 472 | 457 | 230 |
| 31 Mar 18 | 1,301 | 405 | 377 | 215 |
| 31 Dec 17 | 1,150 | 353 | 318 | 193 |
| 30 Sep 17 | 985 | 265 | 275 | 175 |
| 30 Jun 17 | 842 | 196 | 237 | 164 |
| 31 Mar 17 | 736 | 148 | 209 | 156 |
| 31 Dec 16 | 656 | 108 | 190 | 154 |
| 30 Sep 16 | 592 | 84 | 174 | 151 |
| 30 Jun 16 | 540 | 67 | 161 | 149 |
| 31 Mar 16 | 501 | 45 | 156 | 146 |
| 31 Dec 15 | 478 | 35 | 155 | 143 |
| 30 Sep 15 | 434 | 20 | 152 | 140 |
| 30 Jun 15 | 393 | 1 | 155 | 134 |
양질의 수익: WB는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: WB의 현재 순 이익률 (25.6%)은 지난해 (17.1%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: WB의 수익은 지난 5년 동안 연평균 9.1% 증가했습니다.
성장 가속화: 지난 1년간 WB 의 수익 증가율(49.3%)은 연간 평균(9.1%)을 초과합니다.
수익 대 산업: WB의 지난 1년 수익 증가율(49.3%)은 Interactive Media and Services 업계의 -1.3%를 상회했습니다.
자기자본이익률
높은 ROE: WB의 자본 수익률(11.5%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 09:32 |
| 종가 | 2026/05/11 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.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Weibo Corporation는 35명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Yanfang Jiang | Benchmark Company |
| Xiaomeng Zhuang | BofA Global Research |